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Aryn Sands

Meriwether Wealth & Planning, Llc

Assets Managed
$182.557M
Holdings
126
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
2.97%(2Q avg: 2.85%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Meriwether Wealth & Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 126 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 182.557M in assets, with a quarterly growth rate of 2.97% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -14.1%
10.97%
$20.009M
656,026 shares@ $30.5 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -11.07%
10.25%
$18.7M
641,955 shares@ $29.13 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 9.16%
9.89%
$18.047M
395,588 shares@ $45.63 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
New Position
4.1%
$7.482M
97,026 shares@ $77.12 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 12.13%
4.1%
$7.471M
380,685 shares@ $19.63 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Increased 12.19%
3.78%
$6.892M
352,881 shares@ $19.54 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -2.75%
3.61%
$6.582M
38,796 shares@ $169.66 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Increased 4.44%
3.26%
$5.951M
204,629 shares@ $29.08 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 14.08%
2.81%
$5.114M
69,920 shares@ $73.15 avg price
SEIQ
Sei Enhanced Us Large Cap Qu
Recent Activity
Increased 6.48%
2.57%
$4.678M
128,484 shares@ $36.41 avg price

1-10 of 126