Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 14, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 123
- −4 vs. Q3 2025
- Portfolio value
- $177.3M
- +$4.71M (+2.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R200 | ST STR RATE ETF | 8,242 | $253.3K | 0.1% | −124−1.5% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,400 | $251.8K | 0.1% | +22+0.7% | Added | – |
| TLNTalen Energy Corp | COM | 667 | $250.0K | 0.1% | −45−6.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 1,739 | $249.2K | 0.1% | +14+0.8% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,384 | $245.5K | 0.1% | 00.0% | Unchanged | – |
| LAMRLamar Advertising Co | REIT | 1,912 | $242.0K | 0.1% | −59−3.0% | Reduced | History |
| COFCapital One Financial Corp | Stock | 963 | $233.4K | 0.1% | −41−4.1% | Reduced | History |
| FFord Motor Co | Stock | 17,731 | $232.6K | 0.1% | +2,430+15.9% | Added | History |
| SOSouthern Co | Stock | 2,642 | $230.4K | 0.1% | +15+0.6% | Added | History |
| NEENextera Energy Inc | Stock | 2,859 | $229.5K | 0.1% | −419−12.8% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 905 | $223.6K | 0.1% | −168−15.7% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 10,287 | $221.3K | 0.1% | +293+2.9% | Added | – |
| ETREntergy Corp | COM | 2,393 | $221.2K | 0.1% | −1,181−33.0% | Reduced | History |
| NRGNRG Energy, Inc. | Stock | 1,388 | $221.0K | 0.1% | −3−0.2% | Reduced | History |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 1,941 | $220.4K | 0.1% | −344−15.1% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46139W841 | BULLETSHS 2030 | 8,397 | $219.2K | 0.1% | +8,397 | New | – |
| SLIStandard Lithium Ltd. | COM | 46,098 | $206.1K | 0.1% | +6,347+16.0% | Added | History |
| QCOMQualcomm Inc | Stock | 1,197 | $204.7K | 0.1% | −177−12.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 235 | $202.7K | 0.1% | −1−0.4% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 2,603 | $200.5K | 0.1% | +2,603 | New | History |
| WDSWoodside Energy Group Ltd | ADR | 11,559 | $180.2K | 0.1% | −2,000−14.8% | Reduced | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 29,614 | $157.0K | 0.1% | −6,714−18.5% | Reduced | History |
| MMLPMartin Midstream Partners L.P. | UNIT L P INT | 10,283 | $26.8K | <0.1% | +144+1.4% | Added | History |
Sold out since Q3 2025 (13)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 79,255 | $5.43M | 3.1% | – |
| ULUnilever PLC | SPON ADR NEW | 17,360 | $1.03M | 0.6% | History |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 16,061 | $370.4K | 0.2% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,231 | $361.7K | 0.2% | – |
| PGRProgressive Corp | Stock | 1,080 | $266.7K | 0.2% | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 12,258 | $253.6K | 0.1% | – |
| VSTVistra Corp. | Stock | 1,258 | $246.5K | 0.1% | History |
| ADSKAutodesk, Inc. | COM | 736 | $233.8K | 0.1% | History |
| VEEVVeeva Systems Inc | Stock | 767 | $228.5K | 0.1% | History |
| KMBKimberly Clark Corp | Stock | 1,720 | $213.9K | 0.1% | History |
| GPCGenuine Parts Co | Stock | 1,477 | $204.7K | 0.1% | History |
| CORCencora, Inc. | Stock | 653 | $204.1K | 0.1% | History |
| FPIFarmland Partners Inc. | COM | 10,130 | $110.2K | 0.1% | History |