Meriwether Wealth & Planning, LLC Top Holdings and 13F Report (2025) About Meriwether Wealth & Planning, LLCInvestment ActivityMeriwether Wealth & Planning, LLC has $159.56 million in total holdings as of June 30, 2025.Meriwether Wealth & Planning, LLC owns shares of 127 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 7.12% of the portfolio was purchased this quarter.About 8.25% of the portfolio was sold this quarter.This quarter, Meriwether Wealth & Planning, LLC has purchased 123 new stocks and bought additional shares in 41 stocks.Meriwether Wealth & Planning, LLC sold shares of 61 stocks and completely divested from 8 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $20,251,644Schwab U.S. Large-Cap Value ETF $19,238,757Fidelity Total Bond ETF $15,792,534Invesco BulletShares 2027 Corporate Bond ETF $6,269,215Invesco BulletShares 2026 Corporate Bond ETF $5,623,361 Largest New Holdings this Quarter 46138E354 - Invesco S&P 500 Low Volatility ETF $3,975,826 Holding46138E222 - Invesco S&P International Developed Momentum ETF $581,318 Holding92189F676 - VanEck Semiconductor ETF $330,752 Holding21037T109 - Constellation Energy $272,409 Holding921937835 - Vanguard Total Bond Market ETF $248,722 Holding Largest Purchases this Quarter Invesco S&P 500 Low Volatility ETF 54,598 shares (about $3.98M)SEI Enhanced U.S. Large Cap Quality Factor ETF 37,900 shares (about $1.41M)Schwab U.S. Large-Cap Value ETF 27,291 shares (about $755.14K)Schwab U.S. Large-Cap Growth ETF 25,800 shares (about $753.62K)Invesco S&P International Developed Momentum ETF 11,345 shares (about $581.32K) Largest Sales this Quarter SEI Enhanced U.S. Large Cap Momentum Factor ETF 53,103 shares (about $2.24M)Dimensional U.S. Small Cap ETF 32,693 shares (about $2.08M)SPDR Bloomberg Investment Grade Floating Rate ETF 21,319 shares (about $657.26K)VanEck IG Floating Rate ETF 25,753 shares (about $656.70K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 6,500 shares (about $653.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeriwether Wealth & Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$20,251,644$753,618 ▲3.9%693,31212.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$19,238,757$755,142 ▲4.1%695,29312.1%ETFFBNDFidelity Total Bond ETF$15,792,534$114,375 ▼-0.7%345,1929.9%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$6,269,215$103,045 ▲1.7%319,0443.9%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$5,623,361$154,208 ▲2.8%288,0823.5%ETFDFASDimensional U.S. Small Cap ETF$4,898,152$2,082,871 ▼-29.8%76,8823.1%ETFJPMJPMorgan Chase & Co.$4,291,248$327,308 ▼-7.1%14,8022.7%FinanceSEIQSEI Enhanced U.S. Large Cap Quality Factor ETF$4,028,230$1,409,122 ▲53.8%108,3442.5%ETFSPLVInvesco S&P 500 Low Volatility ETF$3,975,826$3,975,826 ▲New Holding54,5982.5%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,099,593$68,020 ▲2.2%130,2351.9%ETFMSFTMicrosoft$2,760,626$149,223 ▼-5.1%5,5501.7%Computer and TechnologyBRK.BBerkshire Hathaway$2,501,716$266,202 ▼-9.6%5,1501.6%FinanceXOMExxon Mobil$2,260,889$149,087 ▼-6.2%20,9731.4%EnergyGOOGAlphabet$2,209,925$63,506 ▲3.0%12,4581.4%Computer and TechnologyORCLOracle$2,151,538$20,988 ▼-1.0%9,8411.3%Computer and TechnologyAMZNAmazon.com$1,703,125$56,383 ▲3.4%7,7631.1%Retail/WholesaleBKNGBooking$1,696,247$104,206 ▼-5.8%2931.1%Retail/WholesaleSCHWCharles Schwab$1,580,368$36,040 ▼-2.2%17,3211.0%FinanceAAPLApple$1,469,838$118,999 ▲8.8%7,1640.9%Computer and TechnologyCMCSAComcast$1,423,032$46,397 ▲3.4%39,8720.9%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$1,266,128$323,211 ▼-20.3%14,9290.8%ETFBKBank of New York Mellon$1,230,441$76,532 ▼-5.9%13,5050.8%FinanceVVisa$1,221,372$140,245 ▼-10.3%3,4400.8%Business ServicesNVDANVIDIA$1,219,841$22,909 ▲1.9%7,7210.8%Computer and TechnologyCVXChevron$1,159,553$315,018 ▼-21.4%8,0980.7%EnergyKMXCarMax$1,151,845$84,349 ▲7.9%17,1380.7%Retail/WholesaleNVSNovartis$1,148,627$28,437 ▼-2.4%9,4920.7%MedicalULUnilever$1,054,999$26,242 ▼-2.4%17,2470.7%Consumer StaplesGDGeneral Dynamics$1,048,809$21,000 ▼-2.0%3,5960.7%AerospaceCOPConocoPhillips$959,141$25,307 ▲2.7%10,6880.6%EnergyADIAnalog Devices$950,176$26,658 ▼-2.7%3,9920.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$937,067$259,276 ▼-21.7%35,3610.6%ETFBFSTBusiness First Bancshares$931,326$2,613 ▲0.3%37,7820.6%FinanceBACBank of America$921,462$45,806 ▼-4.7%19,4730.6%FinanceAMATApplied Materials$914,069$387,193 ▲73.5%4,9930.6%Computer and TechnologyMCKMcKesson$902,785$15,388 ▼-1.7%1,2320.6%MedicalOACPOneAscent Core Plus Bond ETF$897,501$407,829 ▼-31.2%39,3900.6%ETFMDTMedtronic$838,140$63,024 ▼-7.0%9,6150.5%MedicalETEnergy Transfer$835,503$29,334 ▲3.6%46,0840.5%EnergyELVElevance Health$827,318$6,612 ▼-0.8%2,1270.5%MedicalLOWLowe's Companies$791,632$7,544 ▼-0.9%3,5680.5%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$726,9600.0%4,0000.5%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$719,782$58,737 ▼-7.5%16,9600.5%ETFCATCaterpillar$704,601$1,165 ▼-0.2%1,8150.4%IndustrialsEPDEnterprise Products Partners$685,2590.0%22,0980.4%EnergyCPCanadian Pacific Kansas City$680,612$3,726 ▼-0.5%8,5860.4%TransportationBDXBecton, Dickinson and Company$676,943$1,378 ▼-0.2%3,9300.4%MedicalSNYSanofi$673,925$11,546 ▼-1.7%13,9500.4%MedicalBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$668,481$19,072 ▲2.9%29,4420.4%ETFOALCOneAscent Large Cap Core ETF$656,464$157,642 ▼-19.4%20,2300.4%ETFEBAYeBay$632,314$605,285 ▼-48.9%8,4920.4%Retail/WholesaleISRGIntuitive Surgical$622,204$66,296 ▲11.9%1,1450.4%MedicalSEIMSEI Enhanced U.S. Large Cap Momentum Factor ETF$611,699$2,238,821 ▼-78.5%14,5090.4%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$589,269$19,014 ▲3.3%25,2580.4%ETFIDMOInvesco S&P International Developed Momentum ETF$581,318$581,318 ▲New Holding11,3450.4%ETFDEDeere & Company$548,661$2,542 ▲0.5%1,0790.3%IndustrialsABBVAbbVie$536,256$10,395 ▼-1.9%2,8890.3%MedicalWMTWalmart$532,705$98 ▼0.0%5,4480.3%Retail/WholesaleOMCOmnicom Group$522,716$61,005 ▲13.2%7,2660.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$513,679$7,021 ▲1.4%2,2680.3%Computer and TechnologyBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$507,260$19,161 ▲3.9%23,0050.3%ManufacturingPALANTIR TECHNOLOGIES INC$503,430$26,310 ▲5.5%3,6930.3%CL AVCITVanguard Intermediate-Term Corporate Bond ETF$433,0910.0%5,2230.3%ETFMAMastercard$425,389$62,375 ▼-12.8%7570.3%Business ServicesRTXRTX$418,639$15,478 ▼-3.6%2,8670.3%AerospacePEPPepsiCo$412,097$44,233 ▲12.0%3,1210.3%Consumer StaplesMETAMeta Platforms$410,378$1,476 ▲0.4%5560.3%Computer and TechnologyJXNJackson Financial$410,121$9,856 ▼-2.3%4,6190.3%FinanceTSLATesla$409,781$14,295 ▲3.6%1,2900.3%Auto/Tires/TrucksENBEnbridge$400,176$73,328 ▼-15.5%8,8300.3%EnergyLLYEli Lilly and Company$393,663$2,339 ▲0.6%5050.2%MedicalSBUXStarbucks$393,184$38,393 ▼-8.9%4,2910.2%Retail/WholesaleDUKDuke Energy$392,822$50,740 ▼-11.4%3,3290.2%UtilitiesBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$367,113$18,987 ▲5.5%15,9130.2%ETFAMGNAmgen$357,668$101,632 ▼-22.1%1,2810.2%MedicalJEPIJPMorgan Equity Premium Income ETF$353,152$21,091 ▲6.4%6,2120.2%ETFAPDAir Products and Chemicals$352,293$28,770 ▼-7.5%1,2490.2%Basic MaterialsVOTVanguard Mid-Cap Growth ETF$350,0840.0%1,2310.2%ETFDISWalt Disney$341,648$56,549 ▼-14.2%2,7550.2%Consumer DiscretionaryONEYSPDR Russell 1000 Yield Focus ETF$330,973$1,191 ▼-0.4%3,0570.2%ETFSMHVanEck Semiconductor ETF$330,752$330,752 ▲New Holding1,1860.2%ManufacturingFLTRVanEck IG Floating Rate ETF$323,927$656,703 ▼-67.0%12,7030.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$323,522$653,478 ▼-66.9%3,2180.2%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$320,632$657,265 ▼-67.2%10,4000.2%ETFGOOGLAlphabet$316,862$881 ▲0.3%1,7980.2%Computer and TechnologyETREntergy$301,061$106,394 ▼-26.1%3,6220.2%UtilitiesSEIVSEI Enhanced U.S. Large Cap Value Factor ETF$291,4800.0%8,1670.2%ETFLAMRLamar Advertising$290,414$58,253 ▼-16.7%2,3930.2%FinancePGProcter & Gamble$290,281$319 ▲0.1%1,8220.2%Consumer StaplesBABAAlibaba Group$288,402$5,444 ▼-1.9%2,5430.2%Retail/WholesaleVXFVanguard Extended Market ETF$284,247$5,010 ▲1.8%1,4750.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$280,317$5,565 ▼-1.9%3,5260.2%ETFKLACKLA$276,784$896 ▼-0.3%3090.2%Computer and TechnologyPGRProgressive$274,065$77,389 ▲39.3%1,0270.2%FinanceCEGConstellation Energy$272,409$272,409 ▲New Holding8440.2%EnergyCRMSalesforce$263,146$1,909 ▲0.7%9650.2%Computer and TechnologyVUGVanguard Growth ETF$262,602$13,590 ▲5.5%5990.2%ETFIQVIQVIA$262,230$143,092 ▼-35.3%1,6640.2%MedicalSELVSEI Enhanced Low Volatility U.S. Large Cap ETF$253,7190.0%8,1000.2%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$250,063$43,428 ▲21.0%12,0920.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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