Meriwether Wealth & Planning, LLC
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$182.6M
Holdings
126
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHV
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 763.8k shares)
11.0%
02
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 721.9k shares)
10.2%
03
$FBND
FIDELITY MERRIMACK STR TR
Q1 2026: Exited (was 362.4k shares)
9.9%
04
$VXUS
VANGUARD STAR FDS
Held since at least Q1 2024
4.1%
05
$BSCR
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Exited (was 339.5k shares)
4.1%
06
$BSCQ
INVESCO EXCH TRD SLF IDX FD
Q1 2026: Exited (was 314.6k shares)
3.8%
07
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 39.9k shares)
3.6%
08
$SCHA
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 195.9k shares)
3.3%
09
$SPLV
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 61.3k shares)
2.8%
10
$SEIQ
SEI EXCHANGE TRADED FUNDS
Q1 2026: Exited (was 120.7k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:36 UTC.