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 101–123 of 123
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FLRN | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| TLN | TALEN ENERGY CORP | 667 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 2K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 963 | $100K–$500K | SH |
| F | FORD MTR CO | 18K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 905 | $100K–$500K | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 10K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 2K | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 1K | $100K–$500K | SH |
| ONEY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| BSJU | INVESCO EXCH TRD SLF IDX FD | 8K | $100K–$500K | SH |
| SLI | STANDARD LITHIUM LTD | 46K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 235 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| WDS | WOODSIDE ENERGY GROUP LTD | 12K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 30K | $100K–$500K | SH |
| MMLP | MARTIN MIDSTREAM PRTNRS L P | 10K | $15K–$50K | SH |