Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 15, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 127
- 0 vs. Q2 2025
- Portfolio value
- $172.6M
- +$13.0M (+8.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 12,258 | $253.6K | 0.1% | +166+1.4% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,378 | $251.2K | 0.1% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 2,627 | $249.0K | 0.1% | +85+3.3% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,766 | $248.9K | 0.1% | 00.0% | Unchanged | – |
| NEENextera Energy Inc | Stock | 3,278 | $247.5K | 0.1% | +50+1.5% | Added | History |
| VSTVistra Corp. | Stock | 1,258 | $246.5K | 0.1% | +141+12.6% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 8,235 | $244.1K | 0.1% | +389+5.0% | Added | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,384 | $241.6K | 0.1% | 00.0% | Unchanged | – |
| LAMRLamar Advertising Co | REIT | 1,971 | $241.3K | 0.1% | −422−17.6% | Reduced | History |
| FDXFedEx Corp | Stock | 1,000 | $235.8K | 0.1% | −81−7.5% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 736 | $233.8K | 0.1% | +25+3.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 693 | $228.6K | 0.1% | +693 | New | History |
| QCOMQualcomm Inc | Stock | 1,374 | $228.6K | 0.1% | −91−6.2% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 767 | $228.5K | 0.1% | +767 | New | History |
| NRGNRG Energy, Inc. | Stock | 1,391 | $225.3K | 0.1% | −10−0.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 236 | $218.4K | 0.1% | −7−2.9% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 9,994 | $215.6K | 0.1% | +144+1.5% | Added | – |
| KMBKimberly Clark Corp | Stock | 1,720 | $213.9K | 0.1% | +1,720 | New | History |
| COFCapital One Financial Corp | Stock | 1,004 | $213.4K | 0.1% | +14+1.4% | Added | History |
| GPCGenuine Parts Co | Stock | 1,477 | $204.7K | 0.1% | −205−12.2% | Reduced | History |
| CORCencora, Inc. | Stock | 653 | $204.1K | 0.1% | +653 | New | History |
| WDSWoodside Energy Group Ltd | ADR | 13,559 | $204.1K | 0.1% | +975+7.7% | Added | History |
| FFord Motor Co | Stock | 15,301 | $183.0K | 0.1% | +115+0.8% | Added | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 36,328 | $164.9K | 0.1% | −1,604−4.2% | Reduced | History |
| SLIStandard Lithium Ltd. | COM | 39,751 | $134.0K | 0.1% | +1,930+5.1% | Added | History |
| FPIFarmland Partners Inc. | COM | 10,130 | $110.2K | 0.1% | 00.0% | Unchanged | History |
| MMLPMartin Midstream Partners L.P. | UNIT L P INT | 10,139 | $31.0K | <0.1% | +104+1.0% | Added | History |
Sold out since Q2 2025 (5)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| IQVIQVIA Holdings Inc. | Stock | 1,664 | $262.2K | 0.2% | History |
| KOCoca Cola Co | Stock | 3,481 | $246.3K | 0.2% | History |
| ADBEAdobe Inc. | Stock | 630 | $243.7K | 0.2% | History |
| UPSUnited Parcel Service Inc | Stock | 2,278 | $229.9K | 0.1% | History |
| PFEPfizer Inc | Stock | 8,615 | $208.8K | 0.1% | History |