Meriwether Wealth & Planning
Latest statistics and disclosures from Meriwether Wealth & Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHG, SCHV, FBND, BSCR, BSCQ, and represent 42.70% of Meriwether Wealth & Planning's stock portfolio.
- Added to shares of these 10 stocks: SCHA (+$5.6M), VEA, Unilever, SCHV, TYL, IDMO, SEIM, FBND, BSCQ, KMX.
- Started 9 new stock positions in BSJU, Unilever, AMD, SCHA, PFE, TYL, ESUM, CSCO, VEA.
- Reduced shares in these 10 stocks: DFAS (-$5.4M), UL, GOOG, CVX, BSJP, VOT, JPM, AMAT, BK, PGR.
- Sold out of its positions in COR, ADSK, DFAS, FPI, GPC, BSJP, BSCP, KMB, PGR, UL. VEEV, VOT, VST.
- Meriwether Wealth & Planning was a net buyer of stock by $2.2M.
- Meriwether Wealth & Planning has $177M in assets under management (AUM), dropping by 2.73%.
- Central Index Key (CIK): 0002055554
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Portfolio Holdings for Meriwether Wealth & Planning
Meriwether Wealth & Planning holds 123 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 13.3 | $24M | 722k | 32.62 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 12.8 | $23M | +3% | 764k | 29.61 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 9.4 | $17M | +2% | 362k | 46.04 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 3.8 | $6.7M | +3% | 340k | 19.74 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 3.5 | $6.2M | +5% | 315k | 19.57 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.1 | $5.6M | NEW | 196k | 28.48 |
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| Exxon Mobil Corporation (XOM) | 2.7 | $4.8M | 40k | 120.34 |
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| Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) | 2.6 | $4.7M | +6% | 121k | 38.93 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.5 | $4.4M | +6% | 61k | 71.42 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $4.4M | -6% | 14k | 322.22 |
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| Spdr Series Trust State Street Spd (SPHY) | 1.9 | $3.3M | +4% | 140k | 23.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $3.2M | -17% | 10k | 313.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $3.1M | 6.2k | 502.65 |
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| Microsoft Corporation (MSFT) | 1.4 | $2.4M | -4% | 5.0k | 483.62 |
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| Amazon (AMZN) | 1.2 | $2.2M | -5% | 9.3k | 230.82 |
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| Apple (AAPL) | 1.0 | $1.8M | -3% | 6.6k | 271.86 |
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| Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) | 1.0 | $1.7M | +42% | 37k | 46.13 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 1.0 | $1.7M | +46% | 31k | 55.57 |
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| Charles Schwab Corporation (SCHW) | 0.9 | $1.6M | -4% | 17k | 99.91 |
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| NVIDIA Corporation (NVDA) | 0.8 | $1.5M | -2% | 8.0k | 186.50 |
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| Booking Holdings (BKNG) | 0.8 | $1.5M | 276.00 | 5355.33 |
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| Novartis Sponsored Adr (NVS) | 0.7 | $1.3M | -3% | 9.5k | 137.87 |
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| Bank of New York Mellon Corporation (BK) | 0.7 | $1.3M | -17% | 11k | 116.09 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $1.3M | NEW | 20k | 62.47 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $1.2M | +30% | 40k | 29.89 |
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| General Dynamics Corporation (GD) | 0.7 | $1.2M | -4% | 3.5k | 336.66 |
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| Caterpillar (CAT) | 0.6 | $1.1M | +15% | 2.0k | 572.87 |
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| Lowe's Companies (LOW) | 0.6 | $1.1M | +27% | 4.6k | 241.16 |
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| Bank of America Corporation (BAC) | 0.6 | $1.1M | -2% | 20k | 55.00 |
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| Visa Com Cl A (V) | 0.6 | $1.1M | -11% | 3.0k | 350.71 |
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| Unilever Spon Adr New | 0.6 | $1.0M | NEW | 16k | 65.40 |
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| Applied Materials (AMAT) | 0.6 | $1.0M | -20% | 4.0k | 256.99 |
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| ConocoPhillips (COP) | 0.6 | $1.0M | +14% | 11k | 93.61 |
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| Oracle Corporation (ORCL) | 0.6 | $1.0M | +6% | 5.2k | 194.91 |
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| Analog Devices (ADI) | 0.6 | $1.0M | -8% | 3.7k | 271.20 |
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| Unified Ser Tr Oneascent Core P (OACP) | 0.6 | $1.0M | +11% | 44k | 23.04 |
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| Business First Bancshares (BFST) | 0.6 | $982k | 38k | 26.14 |
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| Medtronic SHS (MDT) | 0.5 | $921k | 9.6k | 96.06 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $916k | +51% | 21k | 44.71 |
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| McKesson Corporation (MCK) | 0.5 | $914k | -8% | 1.1k | 820.29 |
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| Becton, Dickinson and (BDX) | 0.5 | $867k | 4.5k | 194.07 |
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| CarMax (KMX) | 0.5 | $862k | +59% | 22k | 38.64 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $847k | +6% | 51k | 16.49 |
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| Omni (OMC) | 0.5 | $819k | +2% | 10k | 80.75 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.4 | $779k | +12% | 16k | 48.46 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $766k | 4.0k | 191.56 |
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| Chevron Corporation (CVX) | 0.4 | $752k | -38% | 4.9k | 152.41 |
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| Enterprise Products Partners (EPD) | 0.4 | $725k | 23k | 32.06 |
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| Wal-Mart Stores (WMT) | 0.4 | $716k | +17% | 6.4k | 111.41 |
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| Deere & Company (DE) | 0.4 | $711k | +41% | 1.5k | 465.57 |
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| Anthem (ELV) | 0.4 | $682k | 1.9k | 350.55 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $681k | 1.2k | 566.36 |
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| Tyler Technologies (TYL) | 0.4 | $681k | NEW | 1.5k | 453.95 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.4 | $670k | 30k | 22.61 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $661k | -3% | 3.7k | 177.75 |
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| Canadian Pacific Kansas City (CP) | 0.4 | $632k | 8.6k | 73.63 |
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| Unified Ser Tr Oneascent Large (OALC) | 0.3 | $616k | -11% | 17k | 35.45 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $601k | -13% | 22k | 27.43 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.3 | $594k | 25k | 23.34 |
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| Abbvie (ABBV) | 0.3 | $586k | -7% | 2.6k | 228.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $581k | 1.9k | 313.00 |
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| Tesla Motors (TSLA) | 0.3 | $537k | -4% | 1.2k | 449.72 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $509k | -9% | 1.7k | 303.89 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.3 | $495k | -2% | 23k | 22.00 |
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| eBay (EBAY) | 0.3 | $480k | -8% | 5.5k | 87.10 |
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| Eli Lilly & Co. (LLY) | 0.3 | $463k | -2% | 431.00 | 1074.68 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $458k | -11% | 2.5k | 183.40 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $453k | +3% | 5.4k | 83.75 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.3 | $449k | -12% | 10k | 43.25 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $448k | +4% | 1.2k | 360.13 |
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| Jackson Financial Com Cl A (JXN) | 0.2 | $432k | -2% | 4.1k | 106.65 |
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| Pepsi (PEP) | 0.2 | $386k | 2.7k | 143.52 |
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| Meta Platforms Cl A (META) | 0.2 | $376k | 569.00 | 660.09 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $371k | -13% | 650.00 | 570.88 |
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| Kla Corp Com New (KLAC) | 0.2 | $362k | -3% | 298.00 | 1215.08 |
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| Enbridge (ENB) | 0.2 | $353k | -7% | 7.4k | 47.83 |
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| Amgen (AMGN) | 0.2 | $350k | -6% | 1.1k | 327.31 |
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| Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) | 0.2 | $339k | 8.2k | 41.50 |
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| Oklo Com Cl A (OKLO) | 0.2 | $326k | +2% | 4.5k | 71.76 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $326k | +11% | 668.00 | 487.86 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $325k | -13% | 2.8k | 117.21 |
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| Strategy Eventide Us Mrkt (ESUM) | 0.2 | $316k | NEW | 12k | 26.93 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $309k | 1.5k | 209.12 |
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| Walt Disney Company (DIS) | 0.2 | $300k | -2% | 2.6k | 113.77 |
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| Constellation Energy (CEG) | 0.2 | $299k | 846.00 | 353.27 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $293k | -15% | 2.0k | 146.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $293k | 738.00 | 396.31 |
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| FedEx Corporation (FDX) | 0.2 | $289k | 1.0k | 288.86 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $281k | 3.5k | 79.73 |
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| Pfizer (PFE) | 0.2 | $273k | NEW | 11k | 24.90 |
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| Starbucks Corporation (SBUX) | 0.2 | $272k | -17% | 3.2k | 84.21 |
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| salesforce (CRM) | 0.2 | $269k | -9% | 1.0k | 264.91 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $268k | -10% | 4.7k | 57.24 |
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| Sei Exchange Traded Funds Enhanced Low Vol (SELV) | 0.1 | $262k | 8.1k | 32.31 |
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| Advanced Micro Devices (AMD) | 0.1 | $260k | NEW | 1.2k | 214.16 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $259k | 2.6k | 100.34 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $258k | +4% | 8.6k | 30.07 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $257k | 10k | 25.48 |
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| Broadcom (AVGO) | 0.1 | $254k | +5% | 734.00 | 346.10 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $254k | 1.8k | 143.52 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.1 | $253k | 8.2k | 30.73 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $252k | 3.4k | 74.07 |
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| Talen Energy Corp (TLN) | 0.1 | $250k | -6% | 667.00 | 374.84 |
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| Procter & Gamble Company (PG) | 0.1 | $249k | 1.7k | 143.31 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $246k | 1.4k | 177.37 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $242k | -2% | 1.9k | 126.58 |
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| Capital One Financial (COF) | 0.1 | $233k | -4% | 963.00 | 242.36 |
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| Ford Motor Company (F) | 0.1 | $233k | +15% | 18k | 13.12 |
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| Southern Company (SO) | 0.1 | $230k | 2.6k | 87.20 |
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| Nextera Energy (NEE) | 0.1 | $230k | -12% | 2.9k | 80.28 |
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| Air Products & Chemicals (APD) | 0.1 | $224k | -15% | 905.00 | 247.02 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.1 | $221k | +2% | 10k | 21.51 |
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| Entergy Corporation (ETR) | 0.1 | $221k | -33% | 2.4k | 92.43 |
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| Nrg Energy Com New (NRG) | 0.1 | $221k | 1.4k | 159.24 |
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| Spdr Series Trust State Street Spd (ONEY) | 0.1 | $220k | -15% | 1.9k | 113.56 |
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| Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) | 0.1 | $219k | NEW | 8.4k | 26.11 |
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| Standard Lithium Corp equities (SLI) | 0.1 | $206k | +15% | 46k | 4.47 |
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| Qualcomm (QCOM) | 0.1 | $205k | -12% | 1.2k | 171.05 |
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| Costco Wholesale Corporation (COST) | 0.1 | $203k | 235.00 | 862.34 |
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| Cisco Systems (CSCO) | 0.1 | $201k | NEW | 2.6k | 77.03 |
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| Woodside Energy Group Sponsored Adr (WDS) | 0.1 | $180k | -14% | 12k | 15.59 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $157k | -18% | 30k | 5.30 |
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| Martin Midstream Prtnrs Unit L P Int (MMLP) | 0.0 | $27k | 10k | 2.61 |
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Past Filings by Meriwether Wealth & Planning
SEC 13F filings are viewable for Meriwether Wealth & Planning going back to 2024
- Meriwether Wealth & Planning 2025 Q4 filed Jan. 14, 2026
- Meriwether Wealth & Planning 2025 Q3 filed Oct. 15, 2025
- Meriwether Wealth & Planning 2025 Q2 filed July 11, 2025
- Meriwether Wealth & Planning 2025 Q1 filed April 21, 2025
- Meriwether Wealth & Planning 2024 Q4 filed Feb. 7, 2025