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Meriwether Wealth & Planning, LLC

SEC CIK
0002055554
Latest filing
Jul 8, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 8, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
122
−4 vs. Q1 2026
Portfolio value
$201.7M
+$19.1M (+10.5%) vs. Q1 2026
Filed
Jul 8, 2026
SEC
Holdings of Meriwether Wealth & Planning, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap Value ETF808524409ETF671,004$23.4M11.6%+14,978+2.3%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF656,757$22.2M11.0%+14,802+2.3%Added–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF402,883$18.3M9.1%+7,295+1.8%Added–
Vanguard Star FDS921909768VG TL INTL STK F135,861$11.6M5.8%+38,835+40.0%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT122,334$8.32M4.1%+122,334New–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB385,428$7.56M3.7%+4,743+1.2%Added–
Schwab U.S. Small-Cap ETF808524607ETF199,923$7.22M3.6%−4,706−2.3%Reduced–
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 28345,990$7.05M3.5%+328,292+1,855.0%Added–
XOMExxonMobil Holdings CorpCOM38,833$5.31M2.6%+37+0.1%AddedHistory
JPMJPMorgan Chase & CoStock12,539$4.10M2.0%+101+0.8%AddedHistory
SPDR Series Trust78468R606ST PORT HIGH ETF155,345$3.64M1.8%+2,785+1.8%Added–
GOOGAlphabet Inc.Stock9,427$3.33M1.7%−183−1.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock6,394$3.20M1.6%+104+1.7%AddedHistory
SEI Exchange Traded Funds81589A205QIM US LARGE CAP55,153$3.10M1.5%+7,495+15.7%Added–
AMZNAmazon Com IncStock12,207$2.91M1.4%+428+3.6%AddedHistory
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT46,140$2.78M1.4%+6,843+17.4%Added–
AMATApplied Materials IncStock3,258$2.36M1.2%−372−10.2%ReducedHistory
MSFTMicrosoft CorpStock5,809$2.17M1.1%+174+3.1%AddedHistory
CATCaterpillar IncStock1,986$2.11M1.0%00.0%UnchangedHistory
AAPLApple Inc.Stock7,105$2.06M1.0%+343+5.1%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF26,805$1.91M0.9%+3,249+13.8%Added–
NVDANVIDIA CorpStock8,528$1.71M0.8%+155+1.9%AddedHistory
BKNGBooking Holdings Inc.Stock9,453$1.68M0.8%+603+6.8%AddedConverted for a 25-for-1 splitHistory
SCHWSchwab Charles CorpStock15,830$1.46M0.7%+184+1.2%AddedHistory
GDGeneral Dynamics CorpStock3,443$1.22M0.6%+28+0.8%AddedHistory
VVisa Inc.Stock3,412$1.17M0.6%−54−1.6%ReducedHistory
COPConocoPhillipsStock11,230$1.17M0.6%+61+0.5%AddedHistory
BNYBank of New York Mellon CorpStock8,020$1.16M0.6%−39−0.5%ReducedHistory
BFSTBusiness First Bancshares, Inc.COM37,186$1.14M0.6%−397−1.1%ReducedHistory
VanEck Semiconductor ETF92189F676ETF1,728$1.13M0.6%+478+38.2%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF20,147$1.07M0.5%−536−2.6%Reduced–
BDXBecton Dickinson & CoStock7,069$1.07M0.5%+386+5.8%AddedHistory
ELVElevance Health, Inc.Stock2,679$1.04M0.5%−183−6.4%ReducedHistory
ADIAnalog Devices IncStock2,601$1.03M0.5%−334−11.4%ReducedHistory
WMTWalmart Inc.Stock9,057$1.03M0.5%+2,547+39.1%AddedHistory
CMCSAComcast CorpStock41,304$1.01M0.5%−1,839−4.3%ReducedHistory
ULUnilever PLCSPON ADR NEW16,521$993.2K0.5%+537+3.4%AddedHistory
LOWLowes Companies IncStock4,475$986.7K0.5%−10−0.2%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN51,011$975.3K0.5%+625+1.2%AddedHistory
MDTMedtronic plcStock12,444$973.5K0.5%+2,617+26.6%AddedHistory
DEDeere & CoStock1,523$966.1K0.5%−3−0.2%ReducedHistory
NVSNovartis AGADR6,134$961.3K0.5%+61+1.0%AddedHistory
KLACKLA CorpCOM NEW2,983$900.0K0.4%00.0%UnchangedConverted for a 10-for-1 splitHistory
MUMicron Technology IncStock757$873.8K0.4%−21−2.7%ReducedHistory
ORCLOracle CorpStock5,919$867.4K0.4%−440−6.9%ReducedHistory
CVXChevron CorpStock5,067$839.9K0.4%−19−0.4%ReducedHistory
EPDEnterprise Products Partners L.P.Stock22,741$836.0K0.4%00.0%UnchangedHistory
OMCOmnicom Group Inc.COM11,193$815.2K0.4%+73+0.7%AddedHistory
SEI Exchange Traded Funds81589A874HIGH YIELD BOND31,945$804.1K0.4%+31,945New–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,750$797.9K0.4%00.0%Unchanged–
CPCanadian Pacific Kansas City LtdCOM8,586$744.0K0.4%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock1,241$720.9K0.4%−54−4.2%ReducedHistory
GOOGLAlphabet Inc.Stock1,995$713.0K0.4%−51−2.5%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,402$669.6K0.3%−26−1.8%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J585BULETSHS 202729,385$656.6K0.3%00.0%Unchanged–
MCKMcKesson CorpStock836$631.7K0.3%+2+0.2%AddedHistory
TSLATesla, Inc.Stock1,464$615.8K0.3%+85+6.2%AddedHistory
ABBVAbbVie Inc.Stock2,438$613.5K0.3%−29−1.2%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF19,041$603.8K0.3%+131+0.7%Added–
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 2625,239$579.4K0.3%00.0%Unchanged–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF6,747$557.6K0.3%+386+6.1%Added–
LLYEli Lilly & CoStock425$509.8K0.3%−8−1.8%ReducedHistory
AONAon plcCL A1,501$497.9K0.2%−131−8.0%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock4,012$493.9K0.2%+4,012NewHistory
ISRGIntuitive Surgical IncCOM NEW1,235$491.1K0.2%−2−0.2%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J452INVSCO 28 HYCORP22,260$484.0K0.2%00.0%Unchanged–
PLTRPalantir Technologies Inc.Stock3,904$455.5K0.2%+190+5.1%AddedHistory
ACNAccenture plcStock3,606$448.7K0.2%+1,620+81.6%AddedHistory
Strategy Shs86280R787EVENTIDE US MRKT14,579$446.6K0.2%−164−1.1%Reduced–
RTXRTX CorpStock2,320$440.2K0.2%−17−0.7%ReducedHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF9,221$439.9K0.2%+53+0.6%Added–
TYLTyler Technologies IncCOM1,500$438.7K0.2%00.0%UnchangedHistory
JXNJackson Financial Inc.COM CL A4,050$414.7K0.2%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock825$413.6K0.2%−5−0.6%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF11,012$406.0K0.2%+2,140+24.1%Added–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB20,566$401.6K0.2%−332,315−94.2%Reduced–
ENBEnbridge IncStock7,296$395.5K0.2%−70−1.0%ReducedHistory
SEI Exchange Traded Funds81589A304QIM US LARGE VAL8,167$392.0K0.2%00.0%Unchanged–
AMRZAmrize LtdSHS7,306$389.4K0.2%−736−9.2%ReducedHistory
AMGNAmgen IncStock1,026$371.5K0.2%−11−1.1%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF1,507$371.0K0.2%+7+0.5%Added–
Vanguard Morningstar Growth ETF922908736ETF4,277$368.4K0.2%+89+2.1%AddedConverted for a 6-for-1 split–
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 202919,268$357.9K0.2%−70−0.4%Reduced–
FERGFerguson Enterprises Inc.COMMON STOCK NEW1,451$344.4K0.2%+6+0.4%AddedHistory
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP20,411$339.7K0.2%−68−0.3%Reduced–
PEPPepsiCo IncStock2,496$338.0K0.2%−281−10.1%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD4,131$326.5K0.2%00.0%Unchanged–
METAMeta Platforms, Inc.Stock575$323.9K0.2%+4+0.7%AddedHistory
FDXFedEx CorpStock996$311.9K0.2%−2−0.2%ReducedHistory
CSCOCisco Systems, Inc.Stock2,616$307.3K0.2%−42−1.6%ReducedHistory
AVGOBroadcom Inc.Stock807$304.8K0.2%−26−3.1%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF1,514$299.2K0.1%+109+7.8%Added–
DUKDuke Energy CORPStock2,265$286.7K0.1%−439−16.2%ReducedHistory
FFord Motor CoStock20,405$283.6K0.1%+2,067+11.3%AddedHistory
GLDSPDR Gold TrustETF738$271.9K0.1%00.0%UnchangedHistory
MRVLMarvell Technology, Inc.COM902$268.7K0.1%+902NewHistory
Invesco Exch TRD SLF Idx FD46138J395BULETSHS 2029 HG12,675$267.8K0.1%00.0%Unchanged–
SEI Exchange Traded Funds81589A403QIM US LARGE VOL8,100$264.7K0.1%00.0%Unchanged–
MAMastercard IncStock511$262.4K0.1%−55−9.7%ReducedHistory
WDSWoodside Energy Group LtdADR13,474$260.3K0.1%+1,103+8.9%AddedHistory

Sold out since Q1 2026 (11)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Meriwether Wealth & Planning, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q128,484$4.68M2.6%–
SNYSanofiSPONSORED ADR17,376$837.2K0.5%History
SBUXStarbucks CorpStock3,122$279.7K0.2%History
Vanguard High Dividend Yield Index ETF921946406ETF1,766$261.5K0.1%–
Vanguard Total Bond Market ETF921937835ETF3,400$250.4K0.1%–
BABAAlibaba Group Holding LtdADR1,993$250.0K0.1%History
LAMRLamar Advertising CoREIT1,893$239.8K0.1%History
NEENextera Energy IncStock2,459$228.4K0.1%History
IQVIQVIA Holdings Inc.Stock1,239$211.3K0.1%History
CRMSalesforce, Inc.Stock1,106$206.5K0.1%History
NRGNRG Energy, Inc.Stock1,408$205.8K0.1%History