Meriwether Wealth & Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Meriwether Wealth & Planning, LLC held in its portfolio 118 assets valued at $177,308,496 (i.e. $177.31M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($23.55M), SCHWAB STRATEGIC TR ($22.62M), and FIDELITY MERRIMACK STR TR ($16.69M).
The chart below shows the top 10 valuable assets, and the table below shows the top 118 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Meriwether Wealth & Planning, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 721921 | 23549063 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 763768 | 22615170 | US LCAP VA ETF |
| FIDELITY MERRIMACK STR TR | 362417 | 16685679 | TOTAL BD ETF |
| SEI EXCHANGE TRADED FUNDS | 166024 | 6752086 | ENHANCED US LRG |
| INVESCO EXCH TRD SLF IDX FD | 339508 | 6701888 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 314561 | 6157533 | BULSHS 2026 CB |
| SCHWAB STRATEGIC TR | 195943 | 5580457 | US SML CAP ETF |
| EXXON MOBIL CORP | 39895 | 4800964 | COM |
| INVESCO EXCH TRADED FD TR II | 61293 | 4377546 | S&P500 LOW VOL |
| JPMORGAN CHASE & CO. | 13577 | 4374781 | COM |
| SPDR SERIES TRUST | 160909 | 4244546 | STATE STREET SPD |
| ALPHABET INC | 10353 | 3248771 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 6150 | 3091298 | CL B NEW |
| MICROSOFT CORP | 4963 | 2400206 | COM |
| AMAZON COM INC | 9342 | 2156320 | COM |
| APPLE INC | 6630 | 1802432 | COM |
| INVESCO EXCH TRADED FD TR II | 30821 | 1712723 | S&P INTL MOMNT |
| SCHWAB CHARLES CORP | 16506 | 1649114 | COM |
| NVIDIA CORPORATION | 7991 | 1490322 | COM |
| BOOKING HOLDINGS INC | 276 | 1478071 | COM |
| NOVARTIS AG | 9509 | 1311006 | SPONSORED ADR |
| BANK NEW YORK MELLON CORP | 10897 | 1265033 | COM |
| VANGUARD TAX-MANAGED FDS | 20243 | 1264580 | VAN FTSE DEV MKT |
| COMCAST CORP NEW | 40449 | 1209021 | CL A |
| GENERAL DYNAMICS CORP | 3450 | 1161477 | COM |
| CATERPILLAR INC | 1988 | 1138866 | COM |
| LOWES COS INC | 4569 | 1101860 | COM |
| BANK AMERICA CORP | 19471 | 1070905 | COM |
| VISA INC | 2999 | 1051779 | COM CL A |
| UNILEVER PLC | 15884 | 1038814 | SPON ADR NEW |
| APPLIED MATLS INC | 4039 | 1037983 | COM |
| CONOCOPHILLIPS | 10945 | 1024561 | COM |
| ORACLE CORP | 5219 | 1017235 | COM |
| ANALOG DEVICES INC | 3731 | 1011847 | COM |
| UNIFIED SER TR | 43820 | 1009394 | ONEASCENT CORE P |
| BUSINESS FIRST BANCSHARES IN | 37583 | 982420 | COM |
| MEDTRONIC PLC | 9588 | 921023 | SHS |
| SELECT SECTOR SPDR TR | 20480 | 915661 | STATE STREET ENE |
| MCKESSON CORP | 1114 | 913803 | COM |
| BECTON DICKINSON & CO | 4468 | 867105 | COM |
| CARMAX INC | 22295 | 861479 | COM |
| ENERGY TRANSFER L P | 51386 | 847355 | COM UT LTD PTN |
| OMNICOM GROUP INC | 10139 | 818724 | COM |
| SANOFI SA | 16083 | 779382 | SPONSORED ADR |
| INVESCO EXCHANGE TRADED FD T | 4000 | 766240 | S&P500 EQL WGT |
| CHEVRON CORP NEW | 4937 | 752448 | COM |
| ENTERPRISE PRODS PARTNERS L | 22598 | 724492 | COM |
| WALMART INC | 6425 | 715809 | COM |
| DEERE & CO | 1527 | 710925 | COM |
| ELEVANCE HEALTH INC FORMERLY | 1946 | 682170 | COM |
| INTUITIVE SURGICAL INC | 1203 | 681331 | COM NEW |
| TYLER TECHNOLOGIES INC | 1500 | 680925 | COM |
| INVESCO EXCH TRD SLF IDX FD | 29620 | 669844 | BULETSHS 2027 |
| PALANTIR TECHNOLOGIES INC | 3721 | 661408 | CL A |
| CANADIAN PACIFIC KANSAS CITY | 8586 | 632187 | COM |
| UNIFIED SER TR | 17386 | 616334 | ONEASCENT LARGE |
| SCHWAB STRATEGIC TR | 21897 | 600635 | US DIVIDEND EQ |
| INVESCO EXCH TRD SLF IDX FD | 25427 | 593466 | INVSCO BLSH 26 |
| ABBVIE INC | 2566 | 586305 | COM |
| ALPHABET INC | 1855 | 580615 | CAP STK CL A |
| TESLA INC | 1194 | 536966 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1675 | 509016 | SPONSORED ADS |
| INVESCO EXCH TRD SLF IDX FD | 22496 | 494912 | INVSCO 28 HYCORP |
| EBAY INC. | 5513 | 480182 | COM |
| ELI LILLY & CO | 431 | 463187 | COM |
| RTX CORPORATION | 2499 | 458317 | COM |
| VANGUARD SCOTTSDALE FDS | 5408 | 452920 | INT-TERM CORP |
| VANECK ETF TRUST | 1243 | 447642 | SEMICONDUCTR ETF |
| JACKSON FINANCIAL INC | 4050 | 431933 | COM CL A |
| PEPSICO INC | 2687 | 385638 | COM |
| META PLATFORMS INC | 569 | 375591 | CL A |
| MASTERCARD INCORPORATED | 650 | 371072 | CL A |
| KLA CORP | 298 | 362094 | COM NEW |
| ENBRIDGE INC | 7387 | 353320 | COM |
| AMGEN INC | 1068 | 349567 | COM |
| OKLO INC | 4545 | 326149 | COM CL A |
| VANGUARD INDEX FDS | 668 | 325890 | GROWTH ETF |
| DUKE ENERGY CORP NEW | 2774 | 325141 | COM NEW |
| STRATEGY SHS | 11750 | 316428 | EVENTIDE US MRKT |
| VANGUARD INDEX FDS | 1476 | 308661 | EXTEND MKT ETF |
| DISNEY WALT CO | 2639 | 300239 | COM |
| CONSTELLATION ENERGY CORP | 846 | 298866 | COM |
| ALIBABA GROUP HLDG LTD | 1996 | 292574 | SPONSORED ADS |
| SPDR GOLD TR | 738 | 292477 | GOLD SHS |
| FEDEX CORP | 1000 | 288860 | COM |
| VANGUARD SCOTTSDALE FDS | 3526 | 281128 | SHRT TRM CORP BD |
| PFIZER INC | 10947 | 272580 | COM |
| STARBUCKS CORP | 3234 | 272335 | COM |
| SALESFORCE INC | 1016 | 269149 | COM |
| J P MORGAN EXCHANGE TRADED F | 4678 | 267769 | EQUITY PREMIUM |
| SEI EXCHANGE TRADED FUNDS | 8100 | 261711 | ENHANCED LOW VOL |
| ADVANCED MICRO DEVICES INC | 1215 | 260204 | COM |
| PIMCO ETF TR | 2585 | 259379 | ENHAN SHRT MA AC |
| SCHWAB STRATEGIC TR | 8590 | 258301 | US MID-CAP ETF |
| VANECK ETF TRUST | 10074 | 256686 | IG FLOATING RATE |
| BROADCOM INC | 734 | 254037 | COM |
| VANGUARD WHITEHALL FDS | 1766 | 253456 | HIGH DIV YLD |
| VANGUARD BD INDEX FDS | 3400 | 251838 | TOTAL BND MRKT |
| TALEN ENERGY CORP | 667 | 250018 | COM |
| PROCTER AND GAMBLE CO | 1739 | 249216 | COM |
| VANGUARD INDEX FDS | 1384 | 245480 | MCAP VL IDXVIP |
| LAMAR ADVERTISING CO NEW | 1912 | 242021 | CL A |
| CAPITAL ONE FINL CORP | 963 | 233393 | COM |
| FORD MTR CO | 17731 | 232631 | COM |
| SOUTHERN CO | 2642 | 230382 | COM |
| NEXTERA ENERGY INC | 2859 | 229521 | COM |
| AIR PRODS & CHEMS INC | 905 | 223553 | COM |
| INVESCO EXCH TRD SLF IDX FD | 10287 | 221273 | BULETSHS 2029 HG |
| ENTERGY CORP NEW | 2393 | 221185 | COM |
| NRG ENERGY INC | 1388 | 221025 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 8397 | 219204 | BULLETSHS 2030 |
| STANDARD LITHIUM LTD | 46098 | 206058 | COM |
| QUALCOMM INC | 1197 | 204747 | COM |
| COSTCO WHSL CORP NEW | 235 | 202650 | COM |
| CISCO SYS INC | 2603 | 200509 | COM |
| WOODSIDE ENERGY GROUP LTD | 11559 | 180205 | SPONSORED ADR |
| LLOYDS BANKING GROUP PLC | 29614 | 156954 | SPONSORED ADR |
| MARTIN MIDSTREAM PRTNRS L P | 10283 | 26839 | UNIT L P INT |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.