13F Filings History of Meriwether Wealth & Planning, LLC
- Latest 13F filing
- Q2 2026 - 08 Jul 2026
- Latest reported 13F value
- $201,700,547
- Largest 13F holdings
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SCHV SCHG FBND VXUS DYNF BSCR SCHA BSCS XOM JPM SPHY GOOG
+8 more
BRKB SEIM AMZN IDMO AMAT MSFT CAT AAPL - Form 13F summary
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- Meriwether Wealth & Planning, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Meriwether Wealth & Planning, LLC reported 122 equity holdings with a total reported market value of $201,700,547 for Q2 2026. Top reported holdings included SCHV, SCHG, FBND, VXUS, and DYNF.
- Manager signature
- Aryn Sands - Agent
- Manager location
- Minden, LA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$201,700,547
Quarter delta
+$19,143,532
Accepted
08 Jul 2026, 15:26
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 122 | $201,700,547 | +$27,731,305 | -$20,482,839 | +$7,248,466 | SCHV, SCHG, FBND, VXUS, DYNF | 13F-HR | 08 Jul 2026, 15:26 |
| Q1 2026 | 126 | $182,557,015 | +$20,154,333 | -$13,516,296 | +$6,638,037 | SCHV, SCHG, FBND, VXUS, BSCR | 13F-HR | 09 Apr 2026, 14:39 |
| Q4 2025 | 123 | $177,308,496 | +$15,585,254 | -$13,398,961 | +$2,186,293 | SCHG, SCHV, FBND, BSCR, BSCQ | 13F-HR | 14 Jan 2026, 17:15 |
| Q3 2025 | 127 | $172,598,570 | +$9,855,366 | -$5,573,394 | +$4,281,972 | SCHG, SCHV, FBND, BSCR, BSCQ | 13F-HR | 14 Oct 2025, 21:55 |
| Q2 2025 | 127 | $159,559,113 | +$11,357,898 | -$13,162,429 | -$1,804,531 | SCHG, SCHV, FBND, BSCR, BSCQ | 13F-HR | 11 Jul 2025, 15:48 |
| Q1 2025 | 123 | $153,256,445 | +$28,562,333 | -$14,378,092 | +$14,184,241 | SCHV, SCHG, FBND, DFAS, BSCR | 13F-HR | 21 Apr 2025, 17:27 |
| Q4 2024 | 117 | $140,443,361 | $0 | $0 | $0 | SCHG, SCHV, FBND, BOND, DFAS | 13F-HR | 07 Feb 2025, 14:02 |