Meriwether Wealth & Planning, LLC

CIK 0002055554 · Q1 2026

13F Equity AUM

$182.6M

+3.0% QoQ

Positions

126

+3 QoQ

AUM Rank

#7,784

Top 63%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 39.3%Top 10: 55.3%Top 20: 69.0%

SCHV11.0%

SCHG10.2%

FBND9.9%

VXUS4.1%

BSCR4.1%

BSCQ3.8%

XOM3.6%

SCHA3.3%

SPLV2.8%

SEIQ2.6%

Others (116)44.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services69.9%

Technology6.5%

Energy6.4%

Healthcare4.4%

Consumer Cyclical3.4%

Communication Services3.3%

Industrials2.9%

Other3.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 126Median: 0.26%Avg: 0.79%

0–0.5%

87(18.8%)

0.5–1%

21(13.9%)

1–3%

10(17.3%)

3–5%

5(18.8%)

5%+

3(31.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 121Unique: 5vs 20 funds

1.7%Low

126

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

2.6%

2.3%

2.3%

3.6%

2.5%

2.5%

VANGUARD CAPITAL MANAGEMENT LLC

2.3%

GEODE CAPITAL MANAGEMENT, LLC

2.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New12Increased59Decreased44Exited9

New Positions

VXUS4.1%

+97K

AON0.3%

+2K

AMRZ0.3%

+8K

TMO0.2%

+830

ACN0.2%

+2K

BSCS0.2%

+18K

BSCT0.2%

+19K

BSCU0.2%

+20K

FERG0.2%

+1K

MU0.1%

+778

Increased

BSCR4.1%

+41K(+12%)

BSCQ3.8%

+38K(+12%)

FBND9.9%

+33K(+9%)

SPHY1.9%

+12K(+9%)

SEIM1.2%

+10K(+28%)

SCHA3.3%

+9K(+4%)

SPLV2.8%

+9K(+14%)

IDMO1.2%

+8K(+28%)

SEIQ2.6%

+8K(+6%)

SLI0.1%

+5K(+12%)

Decreased

SCHV11.0%

-107,742(-14%)

SCHG10.2%

-79,966(-11%)

BAC0.1%

-15,093(-78%)

NVSN0.5%

-3,436(-36%)

LYG0.1%

-3,370(-11%)

SCHD0.3%

-2,987(-14%)

BK0.5%

-2,838(-26%)

SPYD0.2%

-1,208(-12%)

JPM2.0%

-1,139(-8%)

XOM3.6%

-1,099(-3%)

Exited

-43,820

-22,295

-17,386

-5,513

-2,585

-10,074

-8,242

-963

-1,197

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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