Meriwether Wealth & Planning

Meriwether Wealth & Planning as of Dec. 31, 2025

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