Meriwether Wealth & Planning, LLC
•CIK: 2055554•Filing: Q4 2025
**Meriwether Wealth & Planning, LLC** manages $177M across a diversified portfolio of 123 positions. The fund exhibits a notable allocation to broad market equity exposure, with top holdings including SCHG ($23.5M) and SCHV ($22.6M). Further concentration is observed in fixed income and sector-specific plays, evidenced by significant positions in FBND ($16.7M) and BSCR ($6.7M). This structure suggests a core strategy balancing growth equity exposure with defensive fixed-income mandates.
Total AUM
$177.3M
QoQ Performance
+2.7%
Positions
100
Top 10 Concentration
56.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
SCHV
FBND
SCHG13.3%
SCHV12.8%
FBND9.4%
BSCR3.8%
BSCQ3.5%
SCHA3.1%
XOM2.7%
SEIQ2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.0%
Technology6.8%
Financial6.7%
Consumer3.6%
Energy3.3%
Industrial1.5%
Healthcare1.5%
Communication0.9%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW9 new positions
↑40 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024