Meriwether Wealth & Planning’s SEI QiM U.S. Large Cap Value Active ETF SEIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$392K	Hold	8,167	–	–	0.19%	78
2026 Q1	$339K	Hold	8,167	–	–	0.19%	82
2025 Q4	$339K	Hold	8,167	–	–	0.19%	78
2025 Q3	$318K	Hold	8,167	–	–	0.18%	83
2025 Q2	$291K	Hold	8,167	–	–	0.18%	87
2025 Q1	$265K	Hold	8,167	–	–	0.17%	92
2024 Q4	$270K	Buy	+8,167	New	+$276K	0.19%	89

Other funds holding SEIV

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Meriwether Wealth & Planning's SEIV Position: Q2 2026 in Review

Meriwether Wealth & Planning held its SEI QiM U.S. Large Cap Value Active ETF (SEIV) position steady in Q2 2026 at 8,167 shares worth $392K. The position accounts for 0.19% of the portfolio, ranked #78.

Meriwether Wealth & Planning first reported a position in SEIV in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

Meriwether Wealth & Planning held 8,167 shares of SEI QiM U.S. Large Cap Value Active ETF worth $392K as of Q2 2026.
Meriwether Wealth & Planning left its SEI QiM U.S. Large Cap Value Active ETF share count unchanged in Q2 2026.
SEI QiM U.S. Large Cap Value Active ETF made up 0.19% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #78 holding.
Meriwether Wealth & Planning first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2024 and has held it in 7 quarters since.
9 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.