Meriwether Wealth & Planning, LLC

SEC CIK
0002055554

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 8, 2026.SEC

Positions
122
−4 vs. Q1 2026
Total value
$201.7M
+$19.14M (+10.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Meriwether Wealth & Planning, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SCHWAB U.S. LARGE-CAP VALUE ETF808524409ETF671,004$23.36M11.58%+14,978+2.3%Added–
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF656,757$22.22M11.02%+14,802+2.3%Added–
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF402,883$18.33M9.09%+7,295+1.8%Added–
VANGUARD STAR FDS921909768VG TL INTL STK F135,861$11.61M5.76%+38,835+40.0%Added–
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT122,334$8.32M4.12%+122,334New–
INVESCO EXCH TRD SLF IDX FD46138J783BULSHS 2027 CB385,428$7.56M3.75%+4,743+1.2%Added–
SCHWAB U.S. SMALL-CAP ETF808524607ETF199,923$7.22M3.58%−4,706−2.3%Reduced–
INVESCO EXCH TRD SLF IDX FD46138J643INVSCO BLSH 28345,990$7.05M3.49%+328,292+1,855.0%Added–
XOMEXXON MOBIL CORPCOM38,833$5.31M2.63%+37+0.1%AddedView
JPMJPMORGAN CHASE & CO COMStock12,539$4.1M2.03%+101+0.8%AddedView
SPDR SERIES TRUST78468R606ST PORT HIGH ETF155,345$3.64M1.81%+2,785+1.8%Added–
GOOGALPHABET INC CAP STK CL CStock9,427$3.33M1.65%−183−1.9%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock6,394$3.2M1.59%+104+1.7%AddedView
SEI EXCHANGE TRADED FUNDS81589A205QIM US LARGE CAP55,153$3.1M1.54%+7,495+15.7%Added–
AMZNAMAZON COM INC COMStock12,207$2.91M1.44%+428+3.6%AddedView
INVESCO EXCH TRADED FD TR II46138E222S&P INTL MOMNT46,140$2.78M1.38%+6,843+17.4%Added–
AMATAPPLIED MATLS INC COMStock3,258$2.36M1.17%−372−10.2%ReducedView
MSFTMICROSOFT CORP COMStock5,809$2.17M1.07%+174+3.1%AddedView
CATCATERPILLAR INC COMStock1,986$2.11M1.05%00.0%UnchangedView
AAPLAPPLE INC COMStock7,105$2.06M1.02%+343+5.1%AddedView
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF26,805$1.91M0.95%+3,249+13.8%Added–
NVDANVIDIA CORPORATION COMStock8,528$1.71M0.85%+155+1.9%AddedView
BKNGBOOKING HOLDINGS INC COMStock9,453$1.68M0.84%+9,099+2,570.3%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock15,830$1.46M0.72%+184+1.2%AddedView
GDGENERAL DYNAMICS CORP COMStock3,443$1.22M0.60%+28+0.8%AddedView
VVISA INC COM CL AStock3,412$1.17M0.58%−54−1.6%ReducedView
COPCONOCOPHILLIPS COMStock11,230$1.17M0.58%+61+0.5%AddedView
BNYBANK OF NY MELLON CORP COMStock8,020$1.16M0.57%−39−0.5%ReducedView
BFSTBUSINESS FIRST BANCSHARES INCOM37,186$1.14M0.57%−397−1.1%ReducedView
VANECK SEMICONDUCTOR ETF92189F676ETF1,728$1.13M0.56%+478+38.2%Added–
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF20,147$1.07M0.53%−536−2.6%Reduced–
BDXBECTON DICKINSON & CO COMStock7,069$1.07M0.53%+386+5.8%AddedView
ELVELEVANCE HEALTH INC FORMERLY A COMStock2,679$1.04M0.51%−183−6.4%ReducedView
ADIANALOG DEVICES INC COMStock2,601$1.03M0.51%−334−11.4%ReducedView
WMTWALMART INC COMStock9,057$1.03M0.51%+2,547+39.1%AddedView
CMCSACOMCAST CORP NEW CL AStock41,304$1.01M0.50%−1,839−4.3%ReducedView
ULUNILEVER PLCSPON ADR NEW16,521$993.24K0.49%+537+3.4%AddedView
LOWLOWES COS INC COMStock4,475$986.69K0.49%−10−0.2%ReducedView
ETENERGY TRANSFER L PCOM UT LTD PTN51,011$975.33K0.48%+625+1.2%AddedView
MDTMEDTRONIC PLC SHSStock12,444$973.49K0.48%+2,617+26.6%AddedView
DEDEERE & CO COMStock1,523$966.09K0.48%−3−0.2%ReducedView
NVSNOVARTIS AG SPONSORED ADRADR6,134$961.32K0.48%+61+1.0%AddedView
KLACKLA CORPCOM NEW2,983$900K0.45%+2,685+901.0%AddedView
MUMICRON TECHNOLOGY INC COMStock757$873.8K0.43%−21−2.7%ReducedView
ORCLORACLE CORP COMStock5,919$867.43K0.43%−440−6.9%ReducedView
CVXCHEVRON CORPORATION COMStock5,067$839.91K0.42%−19−0.4%ReducedView
EPDENTERPRISE PRODS PARTNERS L P COMStock22,741$835.96K0.41%00.0%UnchangedView
OMCOMNICOM GROUP INCCOM11,193$815.19K0.40%+73+0.7%AddedView
SEI EXCHANGE TRADED FUNDS81589A874HIGH YIELD BOND31,945$804.1K0.40%+31,945New–
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT3,750$797.89K0.40%00.0%Unchanged–
CPCANADIAN PACIFIC KANSAS CITYCOM8,586$743.98K0.37%00.0%UnchangedView
AMDADVANCED MICRO DEVICES INC COMStock1,241$720.91K0.36%−54−4.2%ReducedView
GOOGLALPHABET INC CAP STK CL AStock1,995$712.95K0.35%−51−2.5%ReducedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR1,402$669.55K0.33%−26−1.8%ReducedView
INVESCO EXCH TRD SLF IDX FD46138J585BULETSHS 202729,385$656.63K0.33%00.0%Unchanged–
MCKMCKESSON CORP COMStock836$631.68K0.31%+2+0.2%AddedView
TSLATESLA INC COMStock1,464$615.76K0.31%+85+6.2%AddedView
ABBVABBVIE INC COMStock2,438$613.5K0.30%−29−1.2%ReducedView
SCHWAB US DIVIDEND EQUITY ETF808524797ETF19,041$603.79K0.30%+131+0.7%Added–
INVESCO EXCH TRD SLF IDX FD46138J635INVSCO BLSH 2625,239$579.36K0.29%00.0%Unchanged–
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870ETF6,747$557.64K0.28%+386+6.1%Added–
LLYELI LILLY & CO COMStock425$509.76K0.25%−8−1.8%ReducedView
AONAON PLCCL A1,501$497.87K0.25%−131−8.0%ReducedView
ICEINTERCONTINENTAL EXCHANGE INC COMStock4,012$493.92K0.24%+4,012NewView
ISRGINTUITIVE SURGICAL INCCOM NEW1,235$491.14K0.24%−2−0.2%ReducedView
INVESCO EXCH TRD SLF IDX FD46138J452INVSCO 28 HYCORP22,260$484.04K0.24%00.0%Unchanged–
PLTRPALANTIR TECHNOLOGIES INC CL AStock3,904$455.48K0.23%+190+5.1%AddedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock3,606$448.73K0.22%+1,620+81.6%AddedView
STRATEGY SHS86280R787EVENTIDE US MRKT14,579$446.63K0.22%−164−1.1%Reduced–
RTXRTX CORPORATION COMStock2,320$440.17K0.22%−17−0.7%ReducedView
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R788ETF9,221$439.93K0.22%+53+0.6%Added–
TYLTYLER TECHNOLOGIES INCCOM1,500$438.69K0.22%00.0%UnchangedView
JXNJACKSON FINANCIAL INCCOM CL A4,050$414.68K0.21%00.0%UnchangedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock825$413.62K0.21%−5−0.6%ReducedView
SCHWAB U.S. MID-CAP ETF808524508ETF11,012$406.01K0.20%+2,140+24.1%Added–
INVESCO EXCH TRD SLF IDX FD46138J791BULSHS 2026 CB20,566$401.55K0.20%−332,315−94.2%Reduced–
ENBENBRIDGE INC COMStock7,296$395.52K0.20%−70−1.0%ReducedView
SEI EXCHANGE TRADED FUNDS81589A304QIM US LARGE VAL8,167$392.02K0.19%00.0%Unchanged–
AMRZAMRIZE LTDSHS7,306$389.41K0.19%−736−9.2%ReducedView
AMGNAMGEN INC COMStock1,026$371.54K0.18%−11−1.1%ReducedView
VANGUARD INDEX FDS922908652EXTEND MKT ETF1,507$371.04K0.18%+7+0.5%Added–
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF4,277$368.42K0.18%+3,579+512.8%Added–
INVESCO EXCH TRD SLF IDX FD46138J577BULETSHS 202919,268$357.9K0.18%−70−0.4%Reduced–
FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW1,451$344.37K0.17%+6+0.4%AddedView
INVESCO EXCH TRD SLF IDX FD46138J460INVSCO 30 CORP20,411$339.74K0.17%−68−0.3%Reduced–
PEPPEPSICO INC COMStock2,496$337.96K0.17%−281−10.1%ReducedView
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD4,131$326.47K0.16%00.0%Unchanged–
METAMETA PLATFORMS INC CL AStock575$323.89K0.16%+4+0.7%AddedView
FDXFEDEX CORP COMStock996$311.88K0.15%−2−0.2%ReducedView
CSCOCISCO SYS INC COMStock2,616$307.28K0.15%−42−1.6%ReducedView
AVGOBROADCOM INC COMStock807$304.84K0.15%−26−3.1%ReducedView
VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512ETF1,514$299.17K0.15%+109+7.8%Added–
DUKDUKE ENERGY CORP NEW COM NEWStock2,265$286.7K0.14%−439−16.2%ReducedView
FFORD MTR CO COMStock20,405$283.63K0.14%+2,067+11.3%AddedView
GLDSPDR GOLD SHARESETF738$271.86K0.13%00.0%UnchangedView
MRVLMARVELL TECHNOLOGY INCCOM902$268.7K0.13%+902NewView
INVESCO EXCH TRD SLF IDX FD46138J395BULETSHS 2029 HG12,675$267.82K0.13%00.0%Unchanged–
SEI EXCHANGE TRADED FUNDS81589A403QIM US LARGE VOL8,100$264.71K0.13%00.0%Unchanged–
MAMASTERCARD INCORPORATED CL AStock511$262.45K0.13%−55−9.7%ReducedView
WDSWOODSIDE ENERGY GROUP LTD SPONSORED ADRADR13,474$260.32K0.13%+1,103+8.9%AddedView

Sold out since Q1 2026 (11)

Positions held at the end of Q1 2026 that are no longer in this filing.

Meriwether Wealth & Planning, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
SEI EXCHANGE TRADED FUNDS81589A106QIM US LRG CAP Q128,484$4.68M2.56%
SNYSANOFI SASPONSORED ADR17,376$837.18K0.46%
SBUXSTARBUCKS CORP COMStock3,122$279.7K0.15%
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF1,766$261.55K0.14%
VANGUARD TOTAL BOND MARKET ETF921937835ETF3,400$250.38K0.14%
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR1,993$250.04K0.14%
LAMRLAMAR ADVERTISING CO CL AREIT1,893$239.77K0.13%
NEENEXTERA ENERGY INC COMStock2,459$228.39K0.13%
IQVIQVIA HLDGS INC COMStock1,239$211.3K0.12%
CRMSALESFORCE INC COMStock1,106$206.46K0.11%
NRGNRG ENERGY INC COM NEWStock1,408$205.77K0.11%

13F filings by quarter

Meriwether Wealth & Planning, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 8, 2026122$201.7Mvs. Q1 2026SEC
Q1 2026Apr 9, 2026126$182.56Mvs. Q4 2025SEC
Q4 2025Jan 14, 2026123$177.31Mvs. Q3 2025SEC
Q3 2025Oct 15, 2025127$172.6Mvs. Q2 2025SEC
Q2 2025Jul 11, 2025127$159.56Mvs. Q1 2025SEC
Q1 2025Apr 21, 2025123$153.26Mvs. Q4 2024SEC
Q4 2024Feb 7, 2025117$140.44M–SEC