13F filer

Meriwether Wealth & Planning

As of Sep 30, 2026 Filed Oct 13, 2026 CIK 2055554 SEC filings ↗

13F Value

$221.6M

Positions

872

Top Position

SCHG11.2%

Top 5

36.5%

Latest filing changes

vs Jun 30, 2026

1 SCHG Schwab U.S. Large-Cap Growth ETF +5.0%+$1.2M

2 SCHV Schwab U.S. Large-Cap Value ETF +4.3%+$953K

3 VXUS Vanguard Total International Stock Index Fund — ETF Shares +7.3%+$846K

4 DYNF iShares U.S. Equity Factor Rotation Active ETF +6.7%+$567K

5 SCHA Schwab U.S. Small-Cap ETF +5.6%+$368K

Holdings872

#
1	SCHG Schwab U.S. Large-Cap Growth ETF	11.2%	$24.8M	+5.0%	689.6K	11.0%	ETF
2	SCHV Schwab U.S. Large-Cap Value ETF	10.5%	$23.3M	+4.3%	699.6K	11.6%	ETF
3	VXUS Vanguard Total International Stock Index Fund — ETF Shares	5.6%	$12.4M	+7.3%	145.8K	5.8%	ETF
4	FBND Fidelity Total Bond ETF	5.1%	$11.4M	-34.8%	262.7K	9.1%	ETF
5	DYNF iShares U.S. Equity Factor Rotation Active ETF	4.1%	$9.0M	+6.7%	130.5K	4.1%	ETF
6	FLTR VanEck IG Floating Rate ETF	3.7%	$8.2M	NEW	321.7K	—	ETF
7	BSCR Invesco BulletShares 2027 Corporate Bond ETF	3.5%	$7.8M	+4.0%	400.7K	3.7%	ETF
8	BSCS Invesco BulletShares 2028 Corporate Bond ETF	3.2%	$7.1M	+2.7%	355.2K	3.5%	ETF
9	SCHA Schwab U.S. Small-Cap ETF	3.1%	$6.9M	+5.6%	211.2K	3.6%	ETF
10	JPM JPMorgan Chase	1.9%	$4.1M	-0.8%	12.4K	2.0%	Common Stock
11	SPHY State Street(R) SPDR(R) Portfolio High Yield Bond ETF	1.7%	$3.7M	+5.6%	164.1K	1.8%	ETF
12	SEIM SEI QiM U.S. Large Cap Momentum Active ETF	1.5%	$3.2M	+8.5%	59.9K	1.5%	ETF
13	GOOG Alphabet Class C	1.4%	$3.2M	-0.5%	9.4K	1.7%	Common Stock
14	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 6,408 reported quantity $3,190,864 reported value	1.4%	$3.2M	+0.2%	6.4K	1.6%	Common Stock
15	IDMO Invesco S&P International Developed Momentum ETF	1.4%	$3.1M	+9.3%	50.4K	1.4%	ETF
16	AMZN Amazon	1.3%	$3.0M	-2.9%	11.9K	1.4%	Common Stock
17	MSFT Microsoft	1.3%	$2.9M	-1.3%	5.7K	1.1%	Common Stock
18	AAPL Apple	1.1%	$2.3M	-1.0%	7.0K	1.0%	Common Stock
19	VEA Vanguard Developed Markets Index Fund — ETF Shares	0.9%	$1.9M	+0.1%	26.8K	0.9%	ETF
20	NVDA NVIDIA	0.9%	$1.9M	-3.1%	8.3K	0.8%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing2

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.