13F Filings History of Meriwether Wealth & Planning, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$177,308,496
Signature - Title
Aryn Sands - Agent
Location
Minden, LA
Summary
This page shows a list of all the recent 13F filings made by Meriwether Wealth & Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Meriwether Wealth & Planning, LLC reported 123 stock holdings with total value $177,308,496 as of Q4 2025. Top holdings included SCHG, SCHV, FBND, BSCR, and BSCQ.

Notify me when Meriwether Wealth & Planning, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 123 $177,308,496 +$15,585,257 -$13,398,962 +$2,186,295 SCHG, SCHV, FBND, BSCR, BSCQ 13F-HR 14 Jan 2026, 17:15
Q3 2025 127 $172,598,570 +$9,855,367 -$5,573,396 +$4,281,971 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