Meriwether Wealth & Planning’s SEI DBi Multi-Strategy Alternative ETF QALT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.3K	Buy	+429	New	+$11.3K	0.01%	400

Other funds holding QALT

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

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

Meriwether Wealth & Planning opened a new position in SEI DBi Multi-Strategy Alternative ETF (QALT) in Q3 2026: 429 shares worth $11.3K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings.

10 funds tracked by Wall St. Rank hold QALT as of Q3 2026.

Meriwether Wealth & Planning held 429 shares of SEI DBi Multi-Strategy Alternative ETF worth $11.3K as of Q3 2026.
SEI DBi Multi-Strategy Alternative ETF was a new Meriwether Wealth & Planning position in Q3 2026.
SEI DBi Multi-Strategy Alternative ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #400 holding.
10 funds tracked by Wall St. Rank held SEI DBi Multi-Strategy Alternative ETF as of Q3 2026.

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