Meriwether Wealth & Planning, LLC portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$221.56M
Full value: $221,555,969 · USD · 30 Sep 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 872 | $221,555,969 | +$35,258,006 | -$14,153,043 | +$21,104,963 | SCHG, SCHV, VXUS, FBND, DYNF | 13F-HR | 13 Oct 2026, 08:55 |
| 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 |
Showing 1-8 of 8 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 13 Oct 2026
- Latest reported 13F value
- $221,555,969
- Largest 13F holdings
-
SCHG SCHV VXUS FBND DYNF FLTR BSCR BSCS SCHA JPM SPHY SEIM
+8 more
GOOG BRKB IDMO AMZN MSFT AAPL VEA NVDA - 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 872 equity holdings with a total reported market value of $221,555,969 for Q3 2026. Top reported holdings included SCHG, SCHV, VXUS, FBND, 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
Holdings Value