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Aryn Sands

Meriwether Wealth & Planning, Llc

Assets Managed
$201.701M
Holdings
122
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
10.49%(2Q avg: 6.73%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Meriwether Wealth & Planning, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Meriwether Wealth & Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 201.701M in assets, with a quarterly growth rate of 10.49% and a 2-quarter average growth rate of 6.73%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 2.29%
11.59%
$23.358M
671,004 shares@ $34.81 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 2.31%
11.02%
$22.225M
656,757 shares@ $33.85 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 1.85%
9.09%
$18.327M
402,883 shares@ $45.5 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 40.03%
5.76%
$11.615M
135,861 shares@ $85.5 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
New Position
4.13%
$8.32M
122,334 shares@ $68.01 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 1.25%
3.75%
$7.56M
385,428 shares@ $19.62 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -2.29%
3.59%
$7.223M
199,923 shares@ $36.14 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 1854.97%
3.5%
$7.046M
345,990 shares@ $20.37 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 0.1%
2.64%
$5.309M
38,833 shares@ $136.73 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.82%
2.04%
$4.104M
12,539 shares@ $327.34 avg price

1-10 of 122