Meriwether Wealth & Planning, LLC - Portfolio overview

Meriwether Wealth & Planning, LLC has 147 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SCHV - SCHWAB STRATEGIC TR, 10.28%
2. SCHG - SCHWAB STRATEGIC TR, 9.61%
3. FBND - FIDELITY MERRIMACK STR TR, 9.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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