Meriwether Wealth & Planning’s Orchid Island Capital ORC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$190	Buy	+35	New	+$228	﹤0.01%	853

Other funds holding ORC

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

BRWM

Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

Meriwether Wealth & Planning opened a new position in Orchid Island Capital (ORC) in Q3 2026: 35 shares worth $190. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings.

12 funds tracked by Wall St. Rank hold ORC as of Q3 2026.

Meriwether Wealth & Planning held 35 shares of Orchid Island Capital worth $190 as of Q3 2026.
Orchid Island Capital was a new Meriwether Wealth & Planning position in Q3 2026.
Orchid Island Capital made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #853 holding.
12 funds tracked by Wall St. Rank held Orchid Island Capital as of Q3 2026.

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