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 Q3	$401K	Hold	8,167	–	–	0.18%	78
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

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

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

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

LexAurum Advisors Overland Park, Kansas $893M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IWN

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

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

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

Meriwether Wealth & Planning held its SEI QiM U.S. Large Cap Value Active ETF (SEIV) position steady in Q3 2026 at 8,167 shares worth $401K. The position accounts for 0.18% of the portfolio, ranked #78.

Meriwether Wealth & Planning first reported a position in SEIV in Q4 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold SEIV as of Q3 2026.

Meriwether Wealth & Planning held 8,167 shares of SEI QiM U.S. Large Cap Value Active ETF worth $401K as of Q3 2026.
Meriwether Wealth & Planning left its SEI QiM U.S. Large Cap Value Active ETF share count unchanged in Q3 2026.
SEI QiM U.S. Large Cap Value Active ETF made up 0.18% of Meriwether Wealth & Planning's portfolio in Q3 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 8 quarters since.
15 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q3 2026.

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