Meriwether Wealth & Planning, Llc Portfolio Stock Holdings
Meriwether Wealth & Planning, Llc disclosed 126 stock positions valued at approximately $182.6 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and FIDELITY MERRIMACK STR TR. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 126
- Portfolio Value
- $182.6M
Holdings by Sector
Meriwether Wealth & Planning, Llc Portfolio Holdings in Q1 2026
124 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHV | Other | 10.96% | 656,026 | -107,742 | -14.11% | $20,008,793 |
| SCHWAB STRATEGIC TR | SCHG | Other | 10.24% | 641,955 | -79,966 | -11.08% | $18,700,149 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 9.89% | 395,588 | +33,171 | +9.15% | $18,046,725 |
| VANGUARD STAR FDS | VXUS | Other | 4.10% | 97,026 | +97,026 | +100.00% | $7,481,675 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 4.09% | 380,685 | +41,177 | +12.13% | $7,470,945 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 3.78% | 352,881 | +38,320 | +12.18% | $6,891,766 |
| EXXON MOBIL CORP | XOM | Energy | 3.61% | 38,796 | -1,099 | -2.75% | $6,582,129 |
| SCHWAB STRATEGIC TR | SCHA | Other | 3.26% | 204,629 | +8,686 | +4.43% | $5,950,611 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 2.80% | 69,920 | +8,627 | +14.08% | $5,113,949 |
| SEI EXCHANGE TRADED FUNDS | SEIQ | Other | 2.56% | 128,484 | +7,819 | +6.48% | $4,678,102 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.00% | 12,438 | -1,139 | -8.39% | $3,658,762 |
| SPDR SERIES TRUST | SPHY | Other | 1.95% | 152,560 | +12,210 | +8.70% | $3,557,699 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.65% | 6,290 | +140 | +2.28% | $3,014,168 |
| ALPHABET INC | GOOG | Communication Services | 1.51% | 9,610 | -743 | -7.18% | $2,756,725 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.34% | 11,779 | +2,437 | +26.09% | $2,453,212 |
| SEI EXCHANGE TRADED FUNDS | SEIM | Other | 1.19% | 47,658 | +10,466 | +28.14% | $2,170,822 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 1.18% | 39,297 | +8,476 | +27.50% | $2,155,047 |
| MICROSOFT CORP | MSFT | Technology | 1.14% | 5,635 | +672 | +13.54% | $2,085,908 |
| APPLE INC | AAPL | Technology | 0.94% | 6,762 | +132 | +1.99% | $1,716,128 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.83% | 23,556 | +3,313 | +16.37% | $1,509,468 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.82% | 354 | +78 | +28.26% | $1,490,453 |
| CONOCOPHILLIPS | COP | Energy | 0.81% | 11,169 | +224 | +2.05% | $1,474,308 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.81% | 15,646 | -860 | -5.21% | $1,470,411 |
| NVIDIA CORPORATION | NVDA | Technology | 0.80% | 8,373 | +382 | +4.78% | $1,460,251 |
| CATERPILLAR INC | CAT | Industrials | 0.77% | 1,986 | -2 | -0.10% | $1,407,002 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.69% | 20,683 | +203 | +0.99% | $1,267,041 |
| APPLIED MATLS INC | AMAT | Technology | 0.68% | 3,630 | -409 | -10.13% | $1,240,698 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.68% | 43,143 | +2,694 | +6.66% | $1,238,636 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.64% | 3,415 | -35 | -1.01% | $1,172,096 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.58% | 4,485 | -84 | -1.84% | $1,059,716 |
| CHEVRON CORPORATION | CVX | Energy | 0.58% | 5,086 | +149 | +3.02% | $1,052,293 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.58% | 6,683 | +2,215 | +49.57% | $1,050,768 |
| VISA INC | V | Financial Services | 0.57% | 3,466 | +467 | +15.57% | $1,047,564 |
| BUSINESS FIRST BANCSHARES IN | BFST | Financial Services | 0.56% | 37,583 | - | - | $1,016,244 |
| ENERGY TRANSFER L P | ET | Energy | 0.53% | 50,386 | -1,000 | -1.95% | $972,450 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.52% | 8,059 | -2,838 | -26.04% | $956,039 |
| ORACLE CORP | ORCL | Technology | 0.51% | 6,359 | +1,140 | +21.84% | $935,472 |
| ANALOG DEVICES INC | ADI | Technology | 0.51% | 2,935 | -796 | -21.33% | $933,741 |
| NOVARTIS AG | NVS | Healthcare | 0.51% | 6,073 | -3,436 | -36.13% | $927,651 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.47% | 22,741 | +143 | +0.63% | $860,519 |
| DEERE & CO | DE | Industrials | 0.47% | 1,526 | -1 | -0.07% | $859,596 |
| MEDTRONIC PLC | MDT | Other | 0.47% | 9,827 | +239 | +2.49% | $851,510 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 0.46% | 2,862 | +916 | +47.07% | $837,851 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.46% | 11,120 | +981 | +9.68% | $837,447 |
| SANOFI SA | SNY | Healthcare | 0.46% | 17,376 | +1,293 | +8.04% | $837,176 |
| WALMART INC | WMT | Consumer Defensive | 0.44% | 6,510 | +85 | +1.32% | $809,063 |
| MCKESSON CORP | MCK | Healthcare | 0.40% | 834 | -280 | -25.13% | $721,710 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.39% | 3,750 | -250 | -6.25% | $719,700 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.37% | 8,586 | - | - | $675,375 |
| INVESCO EXCH TRD SLF IDX FD | BSJR | Other | 0.36% | 29,385 | -235 | -0.79% | $657,196 |
| ALPHABET INC | GOOGL | Communication Services | 0.32% | 2,046 | +191 | +10.30% | $588,348 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 0.32% | 25,239 | -188 | -0.74% | $584,914 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.32% | 18,910 | -2,987 | -13.64% | $580,159 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.31% | 1,237 | +34 | +2.83% | $570,245 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.30% | 3,714 | -7 | -0.19% | $543,284 |
| ABBVIE INC | ABBV | Healthcare | 0.29% | 2,467 | -99 | -3.86% | $536,548 |
| AON PLC | AON | Financial Services | 0.29% | 1,632 | +1,632 | +100.00% | $526,777 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.29% | 6,361 | +953 | +17.62% | $526,373 |
| TYLER TECHNOLOGIES INC | TYL | Technology | 0.28% | 1,500 | - | - | $513,570 |
| TESLA INC | TSLA | Consumer Cyclical | 0.28% | 1,379 | +185 | +15.49% | $512,643 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 0.26% | 22,260 | -236 | -1.05% | $482,708 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.26% | 1,428 | -247 | -14.75% | $482,593 |
| VANECK ETF TRUST | SMH | Other | 0.26% | 1,250 | +7 | +0.56% | $479,250 |
| RTX CORPORATION | RTX | Industrials | 0.25% | 2,337 | -162 | -6.48% | $450,807 |
| AMRIZE LTD | AMRZ | Other | 0.25% | 8,042 | +8,042 | +100.00% | $450,513 |
| KLA CORP | KLAC | Technology | 0.24% | 298 | - | - | $438,778 |
| PEPSICO INC | PEP | Consumer Defensive | 0.24% | 2,777 | +90 | +3.35% | $431,240 |
| JACKSON FINANCIAL INC | JXN | Financial Services | 0.23% | 4,050 | - | - | $428,166 |
| SPDR SERIES TRUST | SPYD | Other | 0.23% | 9,168 | -1,208 | -11.64% | $417,327 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.22% | 830 | +830 | +100.00% | $407,970 |
| ENBRIDGE INC | ENB | Energy | 0.22% | 7,366 | -21 | -0.28% | $398,795 |
| ELI LILLY & CO | LLY | Healthcare | 0.22% | 433 | +2 | +0.46% | $398,260 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.22% | 1,986 | +1,986 | +100.00% | $393,804 |
| AMGEN INC | AMGN | Healthcare | 0.20% | 1,037 | -31 | -2.90% | $364,868 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.20% | 17,698 | +17,698 | +100.00% | $361,446 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.20% | 19,338 | +19,338 | +100.00% | $360,855 |
| FEDEX CORP | FDX | Industrials | 0.19% | 998 | -2 | -0.20% | $355,468 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.19% | 2,704 | -70 | -2.52% | $354,062 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 0.19% | 20,479 | +20,479 | +100.00% | $342,390 |
| SEI EXCHANGE TRADED FUNDS | SEIV | Other | 0.19% | 8,167 | - | - | $339,421 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 0.18% | 1,445 | +1,445 | +100.00% | $337,061 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.18% | 4,131 | +605 | +17.16% | $327,464 |
| META PLATFORMS INC | META | Communication Services | 0.18% | 571 | +2 | +0.35% | $326,686 |
| PFIZER INC | PFE | Healthcare | 0.18% | 11,579 | +632 | +5.77% | $325,138 |
| SPDR GOLD TR | GLD | Other | 0.17% | 738 | - | - | $317,554 |
| VANGUARD INDEX FDS | VXF | Other | 0.17% | 1,500 | +24 | +1.63% | $308,700 |
| VANGUARD INDEX FDS | VUG | Other | 0.17% | 698 | +30 | +4.49% | $304,879 |
| WOODSIDE ENERGY GROUP LTD | WDS | Energy | 0.16% | 12,371 | +812 | +7.02% | $295,419 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.15% | 566 | -84 | -12.92% | $282,808 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.15% | 3,122 | -112 | -3.46% | $279,700 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.15% | 8,872 | +282 | +3.28% | $274,677 |
| INVESCO EXCH TRD SLF IDX FD | BSJT | Other | 0.15% | 12,675 | +2,388 | +23.21% | $266,619 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.14% | 1,295 | +80 | +6.58% | $263,442 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.14% | 778 | +778 | +100.00% | $262,840 |
| SEI EXCHANGE TRADED FUNDS | SELV | Other | 0.14% | 8,100 | - | - | $261,939 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.14% | 1,766 | - | - | $261,545 |
| VANGUARD INDEX FDS | VOE | Other | 0.14% | 1,405 | +21 | +1.52% | $258,913 |
| ENTERGY CORP NEW | ETR | Utilities | 0.14% | 2,301 | -92 | -3.84% | $258,540 |
| BROADCOM INC | AVGO | Technology | 0.14% | 833 | +99 | +13.49% | $257,822 |
| SOUTHERN CO | SO | Utilities | 0.14% | 2,662 | +20 | +0.76% | $256,936 |