Meriwether Wealth & Planning, LLC
CIK 2055554 · Holdings on Dec 31, 2025 · First reported Jan 14, 2026
Top ten holdings
Q4 2025- SCHG13.28%
- SCHV12.75%
- FBND9.41%
- BSCR3.78%
- BSCQ3.47%
- SCHA3.15%
- EXMOC2.71%
- SEIQ2.65%
- SPLV2.47%
- JPM2.47%
Share classes counted separately56.14%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHVWeight increased · +0.34 pp12.41% → 12.75%Shares +28.23K (+3.84%)
- IDMOWeight increased · +0.31 pp0.66% → 0.97%Shares +9.76K (+46.36%)
- SEIMWeight increased · +0.28 pp0.69% → 0.97%Shares +11.05K (+42.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $23.55M | 13.28% | 721.92K shares | 13.35% → 13.28%-0.07 pp -359 (-0.05%) | Reduced | ↗▾ |
| 02 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $22.62M | 12.75% | 763.77K shares | 12.41% → 12.75%+0.34 pp +28.23K (+3.84%) | Added | ↗▾ |
| 03 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $16.69M | 9.41% | 362.42K shares | 9.51% → 9.41%-0.10 pp +7.37K (+2.07%) | Added | ↗▾ |
| 04 | BSCRINVESCO BULLETSHARES 2027 CBBULSHS 2027 CB View history and evidence | $6.70M | 3.78% | 339.51K shares | 3.74% → 3.78%+0.04 pp +11.89K (+3.63%) | Added | ↗▾ |
| 05 | BSCQINVESCO BULLETSHARES 2026 CBBULSHS 2026 CB View history and evidence | $6.16M | 3.47% | 314.56K shares | 3.37% → 3.47%+0.10 pp +17.31K (+5.82%) | Added | ↗▾ |
| 06 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $5.58M | 3.15% | 195.94K shares | Prior unavailable +195.94K | New | ↗▾ |
| 07 | EXMOCEXXON MOBIL CORP View history and evidence | $4.80M | 2.71% | 39.90K shares | 2.65% → 2.71%+0.06 pp -601 (-1.48%) | Reduced | ↗▾ |
| 08 | SEIQSEI QIM US LARGE CAP QUALITYENHANCED US LRG View history and evidence | $4.70M | 2.65% | 120.67K shares | 2.55% → 2.65%+0.10 pp +6.86K (+6.03%) | Added | ↗▾ |
| 09 | SPLVINVESCO S&P 500 LOW VOLATILIS&P500 LOW VOL View history and evidence | $4.38M | 2.47% | 61.29K shares | 2.44% → 2.47%+0.03 pp +3.92K (+6.84%) | Added | ↗▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $4.37M | 2.47% | 13.58K shares | 2.66% → 2.47%-0.19 pp -981 (-6.74%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFAS DIMENSIONAL US SMALL CAP ETF | Non-derivative | -79,255 | -$5.43M | SEC filing ↗ | SEC filing ↗ |
| 904767704 UNILEVER PLC | Non-derivative | -17,360 | -$1.03M | SEC filing ↗ | SEC filing ↗ |
| BSJP INVESCO BULLETSHARES 2025 HY | Non-derivative | -16,061 | -$370.37K | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2055554 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 177308496
}Research all 123 reported holdings.
This page includes 30 of 123 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 123 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2055554","quarter":"2025Q4","page_size":100}
get_institutional_manager_history
{"cik":"2055554","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.