Meriwether Wealth & Planning, LLCStock Holdings
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13F Holdings
$162.94 million
$ Current Holdings
72
# Current Holdings
0
# Positions Opened
36
# Positions Increased
8
# Positions Closed
Holdings $ value (long only)
# of positions
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Holding by sector
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Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHA | Schwab U.S. Small-Cap ETF | $53,815,326 | 1,557,737 | 1,557,737 | 1,530,392 | 1,712,119 | 1,491,506 | 1,431,812 | 1,388,393 | 1,176,802 | 0 | |
| Fidelity Merrimack Street Trust | $18,327,148 | 402,883 | 402,883 | 395,588 | 362,417 | 355,052 | 345,192 | 347,692 | 312,070 | 0 | ||
| Invesco Exchange-Traded Self-Indexed Fund Trust | $17,693,308 | 881,222 | 881,222 | 880,640 | 741,899 | 741,332 | 722,686 | 694,245 | 55,971 | 0 | ||