Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only.
- Positions
- 117
- No filing for Q3 2024
- Portfolio value
- $140.4M
- No filing for Q3 2024
Meriwether Wealth & Planning, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BKNGBooking Holdings Inc. | Stock | 329 | $1.63M | 1.2% | – | – | History |
| AAPLApple Inc. | Stock | 6,750 | $1.69M | 1.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 7,705 | $1.69M | 1.2% | – | – | History |
| ORCLOracle Corp | Stock | 11,125 | $1.85M | 1.3% | – | – | History |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 56,249 | $1.97M | 1.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 11,291 | $2.15M | 1.5% | – | – | History |
| MSFTMicrosoft Corp | Stock | 5,103 | $2.15M | 1.5% | – | – | History |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 58,321 | $2.25M | 1.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 20,979 | $2.26M | 1.6% | – | – | History |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 111,391 | $2.61M | 1.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,216 | $2.82M | 2.0% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 15,383 | $3.69M | 2.6% | – | – | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 91,272 | $5.94M | 4.2% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 114,000 | $10.3M | 7.3% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 312,070 | $14.0M | 10.0% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 549,971 | $14.3M | 10.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 578,486 | $16.1M | 11.5% | – | – | – |