Meriwether Wealth & Planning
Latest statistics and disclosures from Meriwether Wealth & Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHV, SCHG, FBND, VXUS, BSCR, and represent 39.28% of Meriwether Wealth & Planning's stock portfolio.
- Added to shares of these 10 stocks: VXUS (+$7.5M), FBND, BSCR, BSCQ, SPLV, AON, AMZN, SEIM, IDMO, AMRZ.
- Started 12 new stock positions in TMO, FERG, IQV, BSCT, ACN, BSCU, AMRZ, MU, BSCS, AON. KO, VXUS.
- Reduced shares in these 10 stocks: SCHV, SCHG, OACP, KMX, BAC, OALC, NVS, EBAY, BK, JPM.
- Sold out of its positions in COF, KMX, EBAY, MINT, QCOM, FLRN, OACP, OALC, FLTR.
- Meriwether Wealth & Planning was a net buyer of stock by $6.6M.
- Meriwether Wealth & Planning has $183M in assets under management (AUM), dropping by 2.96%.
- Central Index Key (CIK): 0002055554
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Portfolio Holdings for Meriwether Wealth & Planning
Meriwether Wealth & Planning holds 126 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 11.0 | $20M | -14% | 656k | 30.50 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 10.2 | $19M | -11% | 642k | 29.13 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 9.9 | $18M | +9% | 396k | 45.62 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.1 | $7.5M | NEW | 97k | 77.11 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 4.1 | $7.5M | +12% | 381k | 19.62 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 3.8 | $6.9M | +12% | 353k | 19.53 |
|
| Exxon Mobil Corporation (XOM) | 3.6 | $6.6M | -2% | 39k | 169.66 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 3.3 | $6.0M | +4% | 205k | 29.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.8 | $5.1M | +14% | 70k | 73.14 |
|
| Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) | 2.6 | $4.7M | +6% | 129k | 36.41 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $3.7M | -8% | 12k | 294.16 |
|
| Spdr Series Trust State Street Spd (SPHY) | 1.9 | $3.6M | +8% | 153k | 23.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $3.0M | +2% | 6.3k | 479.20 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.8M | -7% | 9.6k | 286.86 |
|
| Amazon (AMZN) | 1.3 | $2.5M | +26% | 12k | 208.27 |
|
| Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) | 1.2 | $2.2M | +28% | 48k | 45.55 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 1.2 | $2.2M | +27% | 39k | 54.84 |
|
| Microsoft Corporation (MSFT) | 1.1 | $2.1M | +13% | 5.6k | 370.17 |
|
| Apple (AAPL) | 0.9 | $1.7M | 6.8k | 253.79 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $1.5M | +16% | 24k | 64.08 |
|
| Booking Holdings (BKNG) | 0.8 | $1.5M | +28% | 354.00 | 4210.32 |
|
| ConocoPhillips (COP) | 0.8 | $1.5M | +2% | 11k | 132.00 |
|
| Charles Schwab Corporation (SCHW) | 0.8 | $1.5M | -5% | 16k | 93.98 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $1.5M | +4% | 8.4k | 174.40 |
|
| Caterpillar (CAT) | 0.8 | $1.4M | 2.0k | 708.46 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.7 | $1.3M | 21k | 61.26 |
|
|
| Applied Materials (AMAT) | 0.7 | $1.2M | -10% | 3.6k | 341.79 |
|
| Comcast Corp Cl A (CMCSA) | 0.7 | $1.2M | +6% | 43k | 28.71 |
|
| General Dynamics Corporation (GD) | 0.6 | $1.2M | 3.4k | 343.22 |
|
|
| Lowe's Companies (LOW) | 0.6 | $1.1M | 4.5k | 236.28 |
|
|
| Chevron Corporation (CVX) | 0.6 | $1.1M | +3% | 5.1k | 206.90 |
|
| Becton, Dickinson and (BDX) | 0.6 | $1.1M | +49% | 6.7k | 157.23 |
|
| Visa Com Cl A (V) | 0.6 | $1.0M | +15% | 3.5k | 302.24 |
|
| Business First Bancshares (BFST) | 0.6 | $1.0M | 38k | 27.04 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $972k | 50k | 19.30 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.5 | $956k | -26% | 8.1k | 118.63 |
|
| Oracle Corporation (ORCL) | 0.5 | $936k | +21% | 6.4k | 147.11 |
|
| Analog Devices (ADI) | 0.5 | $934k | -21% | 2.9k | 318.14 |
|
| Novartis Sponsored Adr (NVS) | 0.5 | $928k | -36% | 6.1k | 152.75 |
|
| Unilever Spon Adr New (UL) | 0.5 | $911k | 16k | 56.97 |
|
|
| Enterprise Products Partners (EPD) | 0.5 | $861k | 23k | 37.84 |
|
|
| Deere & Company (DE) | 0.5 | $860k | 1.5k | 563.30 |
|
|
| Medtronic SHS (MDT) | 0.5 | $852k | +2% | 9.8k | 86.65 |
|
| Anthem (ELV) | 0.5 | $838k | +47% | 2.9k | 292.75 |
|
| Omni (OMC) | 0.5 | $837k | +9% | 11k | 75.31 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.5 | $837k | +8% | 17k | 48.18 |
|
| Wal-Mart Stores (WMT) | 0.4 | $809k | 6.5k | 124.28 |
|
|
| McKesson Corporation (MCK) | 0.4 | $722k | -25% | 834.00 | 865.36 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $720k | -6% | 3.8k | 191.92 |
|
| Canadian Pacific Kansas City (CP) | 0.4 | $675k | 8.6k | 78.66 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.4 | $657k | 29k | 22.36 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $588k | +10% | 2.0k | 287.56 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.3 | $585k | 25k | 23.18 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $580k | -13% | 19k | 30.68 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $570k | +2% | 1.2k | 460.99 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $543k | 3.7k | 146.28 |
|
|
| Abbvie (ABBV) | 0.3 | $537k | -3% | 2.5k | 217.49 |
|
| Aon Shs Cl A (AON) | 0.3 | $527k | NEW | 1.6k | 322.78 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $526k | +17% | 6.4k | 82.75 |
|
| Tyler Technologies (TYL) | 0.3 | $514k | 1.5k | 342.38 |
|
|
| Tesla Motors (TSLA) | 0.3 | $513k | +15% | 1.4k | 371.75 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.3 | $483k | 22k | 21.68 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $483k | -14% | 1.4k | 337.95 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $479k | 1.3k | 383.40 |
|
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| Raytheon Technologies Corp (RTX) | 0.2 | $451k | -6% | 2.3k | 192.90 |
|
| Amrize SHS (AMRZ) | 0.2 | $451k | NEW | 8.0k | 56.02 |
|
| Kla Corp Com New (KLAC) | 0.2 | $439k | 298.00 | 1472.41 |
|
|
| Pepsi (PEP) | 0.2 | $431k | +3% | 2.8k | 155.29 |
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| Jackson Financial Com Cl A (JXN) | 0.2 | $428k | 4.1k | 105.72 |
|
|
| Spdr Series Trust State Street Spd (SPYD) | 0.2 | $417k | -11% | 9.2k | 45.52 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $408k | NEW | 830.00 | 491.53 |
|
| Enbridge (ENB) | 0.2 | $399k | 7.4k | 54.14 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $398k | 433.00 | 919.77 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $394k | NEW | 2.0k | 198.29 |
|
| Strategy Eventide Us Mrkt (ESUM) | 0.2 | $386k | +25% | 15k | 26.18 |
|
| Amgen (AMGN) | 0.2 | $365k | -2% | 1.0k | 351.85 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $361k | NEW | 18k | 20.42 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.2 | $361k | NEW | 19k | 18.66 |
|
| FedEx Corporation (FDX) | 0.2 | $356k | 998.00 | 356.18 |
|
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| Duke Energy Corp Com New (DUK) | 0.2 | $354k | -2% | 2.7k | 130.94 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $342k | NEW | 21k | 16.72 |
|
| Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) | 0.2 | $339k | 8.2k | 41.56 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $337k | NEW | 1.4k | 233.26 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $328k | +17% | 4.1k | 79.27 |
|
| Meta Platforms Cl A (META) | 0.2 | $327k | 571.00 | 572.13 |
|
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| Pfizer (PFE) | 0.2 | $325k | +5% | 12k | 28.08 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $318k | 738.00 | 430.29 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $309k | 1.5k | 205.80 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $305k | +4% | 698.00 | 436.79 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.2 | $295k | +7% | 12k | 23.88 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $283k | -12% | 566.00 | 499.66 |
|
| Starbucks Corporation (SBUX) | 0.2 | $280k | -3% | 3.1k | 89.59 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $275k | +3% | 8.9k | 30.96 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.1 | $267k | +23% | 13k | 21.04 |
|
| Advanced Micro Devices (AMD) | 0.1 | $263k | +6% | 1.3k | 203.43 |
|
| Micron Technology (MU) | 0.1 | $263k | NEW | 778.00 | 337.84 |
|
| Sei Exchange Traded Funds Enhanced Low Vol (SELV) | 0.1 | $262k | 8.1k | 32.34 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $262k | 1.8k | 148.10 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $259k | 1.4k | 184.28 |
|
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| Entergy Corporation (ETR) | 0.1 | $259k | -3% | 2.3k | 112.36 |
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| Broadcom (AVGO) | 0.1 | $258k | +13% | 833.00 | 309.51 |
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| Southern Company (SO) | 0.1 | $257k | 2.7k | 96.52 |
|
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| Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) | 0.1 | $255k | +18% | 10k | 25.59 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $250k | 3.4k | 73.64 |
|
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $250k | 2.0k | 125.46 |
|
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $245k | -7% | 4.3k | 56.68 |
|
| Procter & Gamble Company (PG) | 0.1 | $241k | -3% | 1.7k | 144.44 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $240k | 1.9k | 126.66 |
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| Costco Wholesale Corporation (COST) | 0.1 | $236k | 237.00 | 996.43 |
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| Constellation Energy (CEG) | 0.1 | $236k | 845.00 | 279.25 |
|
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| Nextera Energy (NEE) | 0.1 | $228k | -13% | 2.5k | 92.88 |
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| Oklo Com Cl A (OKLO) | 0.1 | $226k | 4.6k | 49.59 |
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| Air Products & Chemicals (APD) | 0.1 | $222k | -15% | 764.00 | 290.49 |
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| Bank of America Corporation (BAC) | 0.1 | $213k | -77% | 4.4k | 48.75 |
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| Talen Energy Corp (TLN) | 0.1 | $213k | 667.00 | 319.23 |
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| Walt Disney Company (DIS) | 0.1 | $212k | -16% | 2.2k | 96.38 |
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| Ford Motor Company (F) | 0.1 | $212k | +3% | 18k | 11.54 |
|
| Iqvia Holdings (IQV) | 0.1 | $211k | NEW | 1.2k | 170.54 |
|
| Coca-Cola Company (KO) | 0.1 | $211k | NEW | 2.8k | 76.05 |
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| Spdr Series Trust State Street Spd (ONEY) | 0.1 | $210k | -9% | 1.7k | 120.05 |
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| salesforce (CRM) | 0.1 | $207k | +8% | 1.1k | 186.67 |
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| Cisco Systems (CSCO) | 0.1 | $206k | +2% | 2.7k | 77.59 |
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| Nrg Energy Com New (NRG) | 0.1 | $206k | 1.4k | 146.14 |
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| Standard Lithium Corp equities (SLI) | 0.1 | $176k | +11% | 52k | 3.41 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $132k | -11% | 26k | 5.03 |
|
| Martin Midstream Prtnrs Unit L P Int (MMLP) | 0.0 | $29k | 10k | 2.76 |
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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 2026 Q1 filed April 9, 2026
- 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