Meriwether Wealth & Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Meriwether Wealth & Planning’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.33K	Buy	+41	New	+$4.48K	﹤0.01%	534

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Meriwether Wealth & Planning opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2026: 41 shares worth $4.33K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings.

253 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Meriwether Wealth & Planning held 41 shares of VanEck Morningstar Wide Moat ETF worth $4.33K as of Q3 2026.
VanEck Morningstar Wide Moat ETF was a new Meriwether Wealth & Planning position in Q3 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #534 holding.
253 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

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