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Meriwether Wealth & Planning - Q2 2026 13F Filings

ME

Meriwether Wealth & Planning, LLC

CIK: 0002055554
Address: Louisiana Minden 1000 Broadway St
$201.7 M
Portfolio Value
122
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DYNF Ishares Us Equity Factor Rotation Active Etf
+$8.32 M
2. BSCS Invesco Bulletshares 2028 Corporate Bond Etf
+$6.69 M
3. VXUS Vanguard Total International Stock Etf
+$3.32 M
4. LEND Sei High Yield Bond & Alternative Credit Etf
+$804,097
5. SCHV Schwab Us Large-Cap Value Etf
+$521,384.17

Top Sells

Q2 2026
1. BSCQ Invesco Bulletshares 2026 Corporate Bond Etf
−$6.49 M
2. SPLV Invesco S&P 500 Low Volatility Etf
−$5.01 M
3. SEIQ Sei Enhanced Us Large Cap Quality Factor Etf
−$4.68 M
4. SNY Sanofi
−$837,176
5. SBUX Starbucks Corporation
−$279,700

Asset Allocation

Stocks/ETFs
+10.49%
$201.7 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Meriwether Wealth & Planning Q2 2026 Filing Summary

Meriwether Wealth & Planning, LLC filed its 13F report for Q2 2026 on July 08, 2026. The portfolio totaled 201.7 M reflecting a +10.49% change from the prior quarter, spanning 122 assets. The top 10 holdings comprised 57.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 11 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Meriwether Wealth & Planning’s Q2 2026 Filing

Meriwether Wealth & Planning submitted their Form 13F-HR for the Q2 2026 period on 07/08/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Meriwether Wealth & Planning reported a managed portfolio value of 201.7 M, consisting of 122 individual positions.

This page displays the raw filing documents. To see which stocks Meriwether Wealth & Planning bought or sold during Q2 2026, please visit Meriwether Wealth & Planning's Portfolio Analysis page.