CIK 2055554
Meriwether Wealth & Planning, LLC
Institutional 13F holdings & portfolio
Holdings
123
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 123
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 722K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 764K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 362K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 340K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 315K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 196K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 40K | $1M+ | SH |
| SEIQ | SEI EXCHANGE TRADED FUNDS | 121K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 61K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 14K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 140K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| SEIM | SEI EXCHANGE TRADED FUNDS | 37K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 31K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 17K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 276 | $1M+ | SH |
| NVS | NOVARTIS AG | 10K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 11K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 20K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 40K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 3K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| LOW | LOWES COS INC | 5K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 19K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| UL | UNILEVER PLC | 16K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 4K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 11K | $1M+ | SH |
| ORCL | ORACLE CORP | 5K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 4K | $1M+ | SH |
| OACP | UNIFIED SER TR | 44K | $1M+ | SH |
| BFST | BUSINESS FIRST BANCSHARES IN | 38K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 10K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 20K | $500K+ | SH |
| MCK | MCKESSON CORP | 1K | $500K+ | SH |
| BDX | BECTON DICKINSON & CO | 4K | $500K+ | SH |
| KMX | CARMAX INC | 22K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 51K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 10K | $500K+ | SH |
| SNY | SANOFI SA | 16K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 23K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |