Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 127
- +4 vs. Q1 2025
- Portfolio value
- $159.6M
- +$6.30M (+4.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | ETF | 3,378 | $248.7K | 0.2% | +3,378 | New | – |
| KOCoca Cola Co | Stock | 3,481 | $246.3K | 0.2% | −697−16.7% | Reduced | History |
| FDXFedEx Corp | Stock | 1,081 | $245.7K | 0.2% | −81−7.0% | Reduced | History |
| ADBEAdobe Inc. | Stock | 630 | $243.7K | 0.2% | −53−7.8% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 243 | $240.6K | 0.2% | −11−4.3% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,766 | $235.4K | 0.1% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 2,542 | $233.4K | 0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 1,465 | $233.3K | 0.1% | 00.0% | Unchanged | History |
| OKLOOklo Inc. | COM CL A | 4,115 | $230.4K | 0.1% | +4,115 | New | History |
| UPSUnited Parcel Service Inc | Stock | 2,278 | $229.9K | 0.1% | +448+24.5% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,384 | $227.6K | 0.1% | 00.0% | Unchanged | – |
| NRGNRG Energy, Inc. | Stock | 1,401 | $225.0K | 0.1% | +1,401 | New | History |
| GLDSPDR Gold Trust | ETF | 738 | $225.0K | 0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 3,228 | $224.1K | 0.1% | +2+0.1% | Added | History |
| ADSKAutodesk, Inc. | COM | 711 | $220.1K | 0.1% | +711 | New | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,846 | $220.1K | 0.1% | +112+1.4% | Added | – |
| VSTVistra Corp. | Stock | 1,117 | $216.5K | 0.1% | +1,117 | New | History |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 9,850 | $212.0K | 0.1% | +9,850 | New | – |
| COFCapital One Financial Corp | Stock | 990 | $210.6K | 0.1% | +990 | New | History |
| PFEPfizer Inc | Stock | 8,615 | $208.8K | 0.1% | −685−7.4% | Reduced | History |
| GPCGenuine Parts Co | Stock | 1,682 | $204.0K | 0.1% | −390−18.8% | Reduced | History |
| WDSWoodside Energy Group Ltd | ADR | 12,584 | $194.2K | 0.1% | −2,300−15.5% | Reduced | History |
| FFord Motor Co | Stock | 15,186 | $164.8K | 0.1% | +985+6.9% | Added | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 37,932 | $161.2K | 0.1% | −17,347−31.4% | Reduced | History |
| FPIFarmland Partners Inc. | COM | 10,130 | $116.6K | 0.1% | 00.0% | Unchanged | History |
| SLIStandard Lithium Ltd. | COM | 37,821 | $74.1K | <0.1% | 00.0% | Unchanged | History |
| MMLPMartin Midstream Partners L.P. | UNIT L P INT | 10,035 | $29.6K | <0.1% | +10,035 | New | History |
Sold out since Q1 2025 (8)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,751 | $389.0K | 0.3% | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,141 | $260.1K | 0.2% | History |
| AMTAmerican Tower Corp | REIT | 1,192 | $259.4K | 0.2% | History |
| UNHUnitedHealth Group Inc | Stock | 490 | $256.6K | 0.2% | History |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 11,236 | $238.0K | 0.2% | – |
| VZVerizon Communications Inc | Stock | 4,985 | $226.1K | 0.1% | History |
| ETF Calvert US Mid-Cap Core61774R403 | CALVERT US MDCP | 3,969 | $225.1K | 0.1% | – |
| GSKGSK plc | ADR | 5,384 | $208.6K | 0.1% | History |