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MWP
Meriwether Wealth & Planning Portfolio holdings
AUM
$202M
1-Year Est. Return
22.64%
This Fund
S&P 500
This Quarter
Est. Return
+0.48%
1 Year Est. Return
+22.64%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow
% of AUM
101.57%
Top 10 Holdings %
Top 10 Hldgs %
52.93%
Holding
117
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$15.8M |
| 2 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$14.8M |
| 3 |
Fidelity Total Bond ETF
FBND
|
+$14.3M |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$10.5M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$6.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 9.18% |
| 2 | Technology | 6.92% |
| 3 | Consumer Discretionary | 5.41% |
| 4 | Healthcare | 5% |
| 5 | Energy | 4.93% |
Similar funds
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GW
SFG
AL
FFG
MFG
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Meriwether Wealth & Planning's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Meriwether Wealth & Planning, which disclosed 117 positions worth $140M. Its ten largest holdings account for 53% of the portfolio.
Its largest position is Schwab US Large-Cap Growth ETF: 578,486 shares worth $16.1M.
By sector, the portfolio is most concentrated in Financials at 9.2% of assets, followed by Technology and Consumer Discretionary.
- Meriwether Wealth & Planning's largest Q4 2024 buy was Schwab US Large-Cap Growth ETF: 578,486 shares worth $16.1M.
- Meriwether Wealth & Planning's ten largest holdings make up 53% of its $140M portfolio in Q4 2024.
- Meriwether Wealth & Planning disclosed 117 positions in Q4 2024, its first 13F filing on record.
Based on Meriwether Wealth & Planning's 13F filing for Q4 2024, filed 7 Feb 2025.