Meriwether Wealth & Planning Q2 2026 Portfolio Activity: Significant ETF Buys and Sells Observed
A detailed analysis of Meriwether's portfolio changes for the quarter ending June 30, 2026, highlighting major purchases and sales.
Meriwether Wealth & Planning, Llc has released its portfolio activity data for Q2 2026 (ending June 30th), providing valuable insights into investment patterns observed during this period. The analysis focuses on holdings that experienced significant changes in weight or were newly acquired.
Major Purchases: This quarter saw substantial buying activity concentrated primarily within Exchange-Traded Funds (ETFs). Notably, the investor significantly increased their position in BSCS, an Invesco fund tracking stock indexes. The total value of this holding surged by 1854.97%, indicating a very large purchase relative to its previous quarter basis.
Alongside BSCS, Meriwether also made significant additions to other ETFs. They purchased shares in DYNF, the BlackRock ETF Trust fund, which experienced a 100% increase in its portfolio allocation during Q2.
Furthermore, there was a considerable increase in holdings of VXUS, Vanguard STAR Fund Shares. The position grew by +40.03%, suggesting substantial new capital inflow into this specific fund.
Significant Sales and Exits: Conversely, the portfolio also reflected major selling activity or exits from certain positions during Q2 2026. A particularly notable sale occurred with BSCQ, another Invesco fund holding which was completely sold off (-94.17% change). This represents a significant divestment from that specific ETF.
Another substantial reduction occurred with SPLV, INVESCO Exchange Traded Fund TR II, which saw its portfolio allocation decrease by -95.71%. This indicates a near-complete exit from this holding.
New Positions and Holding Reductions: Beyond the major changes, Meriwether initiated new positions in individual stocks during Q2 2026. These include BKNG (Booking Holdings Inc.) and ICE (Intercontinental Exchange Inc.), both in the Financial Services sector.
Additionally, while not as drastic, there were reductions in other holdings like SCHV (-2.28%) and SCHA (-2.3%), although these changes appear relatively minor compared to the significant shifts observed elsewhere.