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Meriwether Wealth & Planning’s Adams Diversified Equity Fund ADX Stock Holding History

Meriwether Wealth & Planning’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.8K Buy
+539
New +$14K 0.01% 380

Other funds holding ADX

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Meriwether Wealth & Planning's ADX Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Adams Diversified Equity Fund (ADX) in Q3 2026: 539 shares worth $13.8K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings.

14 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

  • Meriwether Wealth & Planning held 539 shares of Adams Diversified Equity Fund worth $13.8K as of Q3 2026.
  • Adams Diversified Equity Fund was a new Meriwether Wealth & Planning position in Q3 2026.
  • Adams Diversified Equity Fund made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #380 holding.
  • 14 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.