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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, DYNF, and represent 41.57% of Meriwether Wealth & Planning's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$8.3M), BSCS (+$6.7M), VXUS, BKNG, KLAC, Sei Exchange Traded Funds, SCHV, SCHG, ICE, SEIM.
Started 7 new stock positions in ICE, Sei Exchange Traded Funds, VST, DYNF, AROC, DAL, MRVL.
Reduced shares in these 10 stocks: BSCQ (-$6.5M), SPLV (-$5.0M), SEIQ, , SBUX, AMAT, VYM, BND, BABA, LAMR.
Sold out of its positions in BABA, IQV, LAMR, NRG, NEE, CRM, SNY, SEIQ, SBUX, BND. VYM.
Meriwether Wealth & Planning was a net buyer of stock by $7.2M.
Meriwether Wealth & Planning has $202M in assets under management (AUM), dropping by 10.49%.
Central Index Key (CIK): 0002055554

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Positions held by Meriwether Wealth & Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Meriwether Wealth & Planning

Meriwether Wealth & Planning holds 122 positions in its portfolio as reported in the June 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)	11.6	$23M	+2%	671k	34.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	11.0	$22M	+2%	657k	33.84	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	9.1	$18M		403k	45.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.8	$12M	+40%	136k	85.49	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.1	$8.3M	NEW	122k	68.01	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	3.7	$7.6M		385k	19.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.6	$7.2M	-2%	200k	36.13	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	3.5	$7.0M	+1854%	346k	20.36	View chart
Exxon Mobil Corporation (XOM)	2.6	$5.3M		39k	136.72	View chart
JPMorgan Chase & Co. (JPM)	2.0	$4.1M		13k	327.33	View chart
Spdr Series Trust St Port High Etf (SPHY)	1.8	$3.6M		155k	23.44	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$3.3M		9.4k	353.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$3.2M		6.4k	500.39	View chart
Sei Exchange Traded Funds Qim Us Large Cap (SEIM)	1.5	$3.1M	+15%	55k	56.15	View chart
Amazon (AMZN)	1.4	$2.9M	+3%	12k	238.34	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.4	$2.8M	+17%	46k	60.29	View chart
Applied Materials (AMAT)	1.2	$2.4M	-10%	3.3k	723.00	View chart
Microsoft Corporation (MSFT)	1.1	$2.2M	+3%	5.8k	373.02	View chart
Caterpillar (CAT)	1.0	$2.1M		2.0k	1064.90	View chart
Apple (AAPL)	1.0	$2.1M	+5%	7.1k	289.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.9M	+13%	27k	71.25	View chart
NVIDIA Corporation (NVDA)	0.8	$1.7M		8.5k	200.09	View chart
Booking Holdings (BKNG)	0.8	$1.7M	+2570%	9.5k	178.24	View chart
Charles Schwab Corporation (SCHW)	0.7	$1.5M		16k	92.27	View chart
General Dynamics Corporation (GD)	0.6	$1.2M		3.4k	354.24	View chart
Visa Com Cl A (V)	0.6	$1.2M		3.4k	343.09	View chart
ConocoPhillips (COP)	0.6	$1.2M		11k	103.96	View chart
Bank of New York Mellon Corporation (BNY)	0.6	$1.2M		8.0k	144.61	View chart
Business First Bancshares (BFST)	0.6	$1.1M		37k	30.73	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.6	$1.1M	+38%	1.7k	655.89	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.5	$1.1M	-2%	20k	53.11	View chart
Becton, Dickinson and (BDX)	0.5	$1.1M	+5%	7.1k	151.33	View chart
Anthem (ELV)	0.5	$1.0M	-6%	2.7k	386.73	View chart
Analog Devices (ADI)	0.5	$1.0M	-11%	2.6k	397.17	View chart
Wal-Mart Stores (WMT)	0.5	$1.0M	+39%	9.1k	113.26	View chart
Comcast Corp Cl A (CMCSA)	0.5	$1.0M	-4%	41k	24.55	View chart
Unilever Spon Adr New (UL)	0.5	$993k	+3%	17k	60.12	View chart
Lowe's Companies (LOW)	0.5	$987k		4.5k	220.49	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.5	$975k		51k	19.12	View chart
Medtronic SHS (MDT)	0.5	$974k	+26%	12k	78.23	View chart
Deere & Company (DE)	0.5	$966k		1.5k	634.33	View chart
Novartis Sponsored Adr (NVS)	0.5	$961k		6.1k	156.72	View chart
Kla Corp Com New (KLAC)	0.4	$900k	+901%	3.0k	301.71	View chart
Micron Technology (MU)	0.4	$874k	-2%	757.00	1154.29	View chart
Oracle Corporation (ORCL)	0.4	$867k	-6%	5.9k	146.55	View chart
Chevron Corporation (CVX)	0.4	$840k		5.1k	165.76	View chart
Enterprise Products Partners (EPD)	0.4	$836k		23k	36.76	View chart
Omni (OMC)	0.4	$815k		11k	72.83	View chart
Sei Exchange Traded Funds High Yield Bond	0.4	$804k	NEW	32k	25.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$798k		3.8k	212.77	View chart
Canadian Pacific Kansas City (CP)	0.4	$744k		8.6k	86.65	View chart
Advanced Micro Devices (AMD)	0.4	$721k	-4%	1.2k	580.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$713k	-2%	2.0k	357.37	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$670k		1.4k	477.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.3	$657k		29k	22.35	View chart
McKesson Corporation (MCK)	0.3	$632k		836.00	755.60	View chart
Tesla Motors (TSLA)	0.3	$616k	+6%	1.5k	420.60	View chart
Abbvie (ABBV)	0.3	$614k		2.4k	251.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$604k		19k	31.71	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$579k		25k	22.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$558k	+6%	6.7k	82.65	View chart
Eli Lilly & Co. (LLY)	0.3	$510k		425.00	1199.43	View chart
Aon Shs Cl A (AON)	0.2	$498k	-8%	1.5k	331.69	View chart
Intercontinental Exchange (ICE)	0.2	$494k	NEW	4.0k	123.11	View chart
Intuitive Surgical Com New (ISRG)	0.2	$491k		1.2k	397.68	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.2	$484k		22k	21.75	View chart
Palantir Technologies Cl A (PLTR)	0.2	$456k	+5%	3.9k	116.67	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$449k	+81%	3.6k	124.44	View chart
Strategy Eventide Us Mrkt (ESUM)	0.2	$447k		15k	30.64	View chart
Raytheon Technologies Corp (RTX)	0.2	$440k		2.3k	189.73	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.2	$440k		9.2k	47.71	View chart
Tyler Technologies (TYL)	0.2	$439k		1.5k	292.46	View chart
Jackson Financial Com Cl A (JXN)	0.2	$415k		4.1k	102.39	View chart
Thermo Fisher Scientific (TMO)	0.2	$414k		825.00	501.36	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$406k	+24%	11k	36.87	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$402k	-94%	21k	19.52	View chart
Enbridge (ENB)	0.2	$396k		7.3k	54.21	View chart
Sei Exchange Traded Funds Qim Us Large Val (SEIV)	0.2	$392k		8.2k	48.00	View chart
Amrize SHS (AMRZ)	0.2	$389k	-9%	7.3k	53.30	View chart
Amgen (AMGN)	0.2	$372k		1.0k	362.12	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$371k		1.5k	246.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$368k	+512%	4.3k	86.14	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$358k		19k	18.57	View chart
Ferguson Enterprises Common Stock New (FERG)	0.2	$344k		1.5k	237.33	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$340k		20k	16.64	View chart
Pepsi (PEP)	0.2	$338k	-10%	2.5k	135.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$327k		4.1k	79.03	View chart
Meta Platforms Cl A (META)	0.2	$324k		575.00	563.29	View chart
FedEx Corporation (FDX)	0.2	$312k		996.00	313.13	View chart
Cisco Systems (CSCO)	0.2	$307k		2.6k	117.46	View chart
Broadcom (AVGO)	0.2	$305k	-3%	807.00	377.75	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$299k	+7%	1.5k	197.60	View chart
Duke Energy Corp Com New (DUK)	0.1	$287k	-16%	2.3k	126.58	View chart
Ford Motor Company (F)	0.1	$284k	+11%	20k	13.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$272k		738.00	368.38	View chart
Marvell Technology (MRVL)	0.1	$269k	NEW	902.00	297.89	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$268k		13k	21.13	View chart
Sei Exchange Traded Funds Qim Us Large Vol (SELV)	0.1	$265k		8.1k	32.68	View chart
Mastercard Incorporated Cl A (MA)	0.1	$263k	-9%	511.00	513.60	View chart
Woodside Energy Group Sponsored Adr (WDS)	0.1	$260k	+8%	14k	19.32	View chart
Southern Company (SO)	0.1	$260k		2.7k	95.71	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.1	$258k		10k	25.81	View chart
Talen Energy Corp (TLN)	0.1	$256k		665.00	384.26	View chart
Procter & Gamble Company (PG)	0.1	$252k	+2%	1.7k	146.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$250k	+2%	4.4k	56.48	View chart
Air Products & Chemicals (APD)	0.1	$247k	+10%	842.00	293.18	View chart
Archrock (AROC)	0.1	$247k	NEW	6.1k	40.71	View chart
Bank of America Corporation (BAC)	0.1	$246k		4.3k	56.98	View chart
Entergy Corporation (ETR)	0.1	$244k	-7%	2.1k	114.86	View chart
Oklo Com Cl A (OKLO)	0.1	$240k		4.6k	52.33	View chart
Spdr Series Trust St Str R1k Yld (ONEY)	0.1	$227k		1.8k	128.10	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$225k	-95%	3.0k	74.90	View chart
Coca-Cola Company (KO)	0.1	$222k		2.7k	81.27	View chart
Costco Wholesale Corporation (COST)	0.1	$221k		236.00	935.47	View chart
Vistra Energy (VST)	0.1	$218k	NEW	1.4k	158.63	View chart
Delta Air Lines Com New (DAL)	0.1	$212k	NEW	2.3k	93.66	View chart
Pfizer (PFE)	0.1	$211k	-24%	8.8k	24.08	View chart
Constellation Energy (CEG)	0.1	$209k		842.00	248.37	View chart
Walt Disney Company (DIS)	0.1	$209k		2.2k	96.25	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$153k		26k	5.83	View chart
Standard Lithium Corp equities (SLI)	0.1	$142k		52k	2.75	View chart
Martin Midstream Prtnrs Unit L P Int (MMLP)	0.0	$24k		11k	2.31	View chart

Past Filings by Meriwether Wealth & Planning

SEC 13F filings are viewable for Meriwether Wealth & Planning going back to 2024

Meriwether Wealth & Planning 2026 Q2 filed July 8, 2026
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

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