Meriwether Wealth & Planning

Meriwether Wealth & Planning as of March 31, 2026

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 656k 30.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.2 $19M 642k 29.13
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.9 $18M 396k 45.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.1 $7.5M 97k 77.11
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 4.1 $7.5M 381k 19.62
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 3.8 $6.9M 353k 19.53
Exxon Mobil Corporation (XOM) 3.6 $6.6M 39k 169.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.3 $6.0M 205k 29.08
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.8 $5.1M 70k 73.14
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) 2.6 $4.7M 129k 36.41
JPMorgan Chase & Co. (JPM) 2.0 $3.7M 12k 294.16
Spdr Series Trust State Street Spd (SPHY) 1.9 $3.6M 153k 23.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.0M 6.3k 479.20
Alphabet Cap Stk Cl C (GOOG) 1.5 $2.8M 9.6k 286.86
Amazon (AMZN) 1.3 $2.5M 12k 208.27
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 1.2 $2.2M 48k 45.55
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 1.2 $2.2M 39k 54.84
Microsoft Corporation (MSFT) 1.1 $2.1M 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 24k 64.08
Booking Holdings (BKNG) 0.8 $1.5M 354.00 4210.32
ConocoPhillips (COP) 0.8 $1.5M 11k 132.00
Charles Schwab Corporation (SCHW) 0.8 $1.5M 16k 93.98
NVIDIA Corporation (NVDA) 0.8 $1.5M 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 3.6k 341.79
Comcast Corp Cl A (CMCSA) 0.7 $1.2M 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 5.1k 206.90
Becton, Dickinson and (BDX) 0.6 $1.1M 6.7k 157.23
Visa Com Cl A (V) 0.6 $1.0M 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 8.1k 118.63
Oracle Corporation (ORCL) 0.5 $936k 6.4k 147.11
Analog Devices (ADI) 0.5 $934k 2.9k 318.14
Novartis Sponsored Adr (NVS) 0.5 $928k 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 9.8k 86.65
Anthem (ELV) 0.5 $838k 2.9k 292.75
Omni (OMC) 0.5 $837k 11k 75.31
Sanofi Sa Sponsored Adr (SNY) 0.5 $837k 17k 48.18
Wal-Mart Stores (WMT) 0.4 $809k 6.5k 124.28
McKesson Corporation (MCK) 0.4 $722k 834.00 865.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $720k 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 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 19k 30.68
Intuitive Surgical Com New (ISRG) 0.3 $570k 1.2k 460.99
Palantir Technologies Cl A (PLTR) 0.3 $543k 3.7k 146.28
Abbvie (ABBV) 0.3 $537k 2.5k 217.49
Aon Shs Cl A (AON) 0.3 $527k 1.6k 322.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $526k 6.4k 82.75
Tyler Technologies (TYL) 0.3 $514k 1.5k 342.38
Tesla Motors (TSLA) 0.3 $513k 1.4k 371.75
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.3 $483k 22k 21.68
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $483k 1.4k 337.95
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $479k 1.3k 383.40
Raytheon Technologies Corp (RTX) 0.2 $451k 2.3k 192.90
Amrize SHS (AMRZ) 0.2 $451k 8.0k 56.02
Kla Corp Com New (KLAC) 0.2 $439k 298.00 1472.41
Pepsi (PEP) 0.2 $431k 2.8k 155.29
Jackson Financial Com Cl A (JXN) 0.2 $428k 4.1k 105.72
Spdr Series Trust State Street Spd (SPYD) 0.2 $417k 9.2k 45.52
Thermo Fisher Scientific (TMO) 0.2 $408k 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 2.0k 198.29
Strategy Eventide Us Mrkt (ESUM) 0.2 $386k 15k 26.18
Amgen (AMGN) 0.2 $365k 1.0k 351.85
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $361k 18k 20.42
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $361k 19k 18.66
FedEx Corporation (FDX) 0.2 $356k 998.00 356.18
Duke Energy Corp Com New (DUK) 0.2 $354k 2.7k 130.94
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $342k 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 1.4k 233.26
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $328k 4.1k 79.27
Meta Platforms Cl A (META) 0.2 $327k 571.00 572.13
Pfizer (PFE) 0.2 $325k 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
Vanguard Index Fds Growth Etf (VUG) 0.2 $305k 698.00 436.79
Woodside Energy Group Sponsored Adr (WDS) 0.2 $295k 12k 23.88
Mastercard Incorporated Cl A (MA) 0.2 $283k 566.00 499.66
Starbucks Corporation (SBUX) 0.2 $280k 3.1k 89.59
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $275k 8.9k 30.96
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $267k 13k 21.04
Advanced Micro Devices (AMD) 0.1 $263k 1.3k 203.43
Micron Technology (MU) 0.1 $263k 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
Entergy Corporation (ETR) 0.1 $259k 2.3k 112.36
Broadcom (AVGO) 0.1 $258k 833.00 309.51
Southern Company (SO) 0.1 $257k 2.7k 96.52
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.1 $255k 10k 25.59
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $250k 3.4k 73.64
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $250k 2.0k 125.46
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $245k 4.3k 56.68
Procter & Gamble Company (PG) 0.1 $241k 1.7k 144.44
Lamar Advertising Cl A (LAMR) 0.1 $240k 1.9k 126.66
Costco Wholesale Corporation (COST) 0.1 $236k 237.00 996.43
Constellation Energy (CEG) 0.1 $236k 845.00 279.25
Nextera Energy (NEE) 0.1 $228k 2.5k 92.88
Oklo Com Cl A (OKLO) 0.1 $226k 4.6k 49.59
Air Products & Chemicals (APD) 0.1 $222k 764.00 290.49
Bank of America Corporation (BAC) 0.1 $213k 4.4k 48.75
Talen Energy Corp (TLN) 0.1 $213k 667.00 319.23
Walt Disney Company (DIS) 0.1 $212k 2.2k 96.38
Ford Motor Company (F) 0.1 $212k 18k 11.54
Iqvia Holdings (IQV) 0.1 $211k 1.2k 170.54
Coca-Cola Company (KO) 0.1 $211k 2.8k 76.05
Spdr Series Trust State Street Spd (ONEY) 0.1 $210k 1.7k 120.05
salesforce (CRM) 0.1 $207k 1.1k 186.67
Cisco Systems (CSCO) 0.1 $206k 2.7k 77.59
Nrg Energy Com New (NRG) 0.1 $206k 1.4k 146.14
Standard Lithium Corp equities (SLI) 0.1 $176k 52k 3.41
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $132k 26k 5.03
Martin Midstream Prtnrs Unit L P Int (MMLP) 0.0 $29k 10k 2.76