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 51–100 of 123
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | 2K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| TYL | TYLER TECHNOLOGIES INC | 2K | $500K+ | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 30K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 9K | $500K+ | SH |
| OALC | UNIFIED SER TR | 17K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 25K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 22K | $100K–$500K | SH |
| EBAY | EBAY INC. | 6K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 431 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| SPYD | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL INC | 4K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| META | META PLATFORMS INC | 569 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 650 | $100K–$500K | SH |
| KLAC | KLA CORP | 298 | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 7K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| SEIV | SEI EXCHANGE TRADED FUNDS | 8K | $100K–$500K | SH |
| OKLO | OKLO INC | 5K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 668 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| ESUM | STRATEGY SHS | 12K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 846 | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 738 | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| PFE | PFIZER INC | 11K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| SELV | SEI EXCHANGE TRADED FUNDS | 8K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 3K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| FLTR | VANECK ETF TRUST | 10K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 734 | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |