Meriwether Wealth & Planning, LLC Top Holdings and 13F Report (2026)

About Meriwether Wealth & Planning, LLC

Investment Activity

Meriwether Wealth & Planning, LLC has $182.56 million in total holdings as of March 31, 2026.
Meriwether Wealth & Planning, LLC owns shares of 126 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 11.04% of the portfolio was purchased this quarter.
About 7.40% of the portfolio was sold this quarter.
This quarter, Meriwether Wealth & Planning, LLC has purchased 123 new stocks and bought additional shares in 59 stocks.
Meriwether Wealth & Planning, LLC sold shares of 44 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Schwab U.S. Large-Cap Value ETF: $20,008,793
Schwab U.S. Large-Cap Growth ETF: $18,700,149
Fidelity Total Bond ETF: $18,046,725
Vanguard Total International Stock ETF: $7,481,675
Invesco BulletShares 2027 Corporate Bond ETF: $7,470,945

Largest New Holdings this Quarter

921909768 - Vanguard Total International Stock ETF: $7,481,675 Holding
G0403H108 - AON: $526,777 Holding
H2927K103 - AMRIZE LTD: $450,513 Holding
883556102 - Thermo Fisher Scientific: $407,970 Holding
G1151C101 - Accenture: $393,804 Holding

Largest Purchases this Quarter

Vanguard Total International Stock ETF: 97,026 shares (about $7.48M)
Fidelity Total Bond ETF: 33,171 shares (about $1.51M)
Invesco BulletShares 2027 Corporate Bond ETF: 41,177 shares (about $808.10K)
Invesco BulletShares 2026 Corporate Bond ETF: 38,320 shares (about $748.39K)
Invesco S&P 500 Low Volatility ETF: 8,627 shares (about $630.98K)

Largest Sales this Quarter

Schwab U.S. Large-Cap Value ETF: 107,742 shares (about $3.29M)
Schwab U.S. Large-Cap Growth ETF: 79,966 shares (about $2.33M)
Bank of America: 15,093 shares (about $735.79K)
Novartis: 3,436 shares (about $524.85K)
BANK NEW YORK MELLON CORP: 2,838 shares (about $336.67K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHV Schwab U.S. Large-Cap Value ETF	$20,008,793	$3,286,131 â–¼	-14.1%	656,026	11.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$18,700,149	$2,329,410 â–¼	-11.1%	641,955	10.2%	ETF
FBND Fidelity Total Bond ETF	$18,046,725	$1,513,261 â–²	9.2%	395,588	9.9%	ETF
VXUS Vanguard Total International Stock ETF	$7,481,675	$7,481,675 â–²	New Holding	97,026	4.1%	ETF
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$7,470,945	$808,099 â–²	12.1%	380,685	4.1%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$6,891,766	$748,390 â–²	12.2%	352,881	3.8%	ETF
XOM ExxonMobil	$6,582,129	$186,456 â–¼	-2.8%	38,796	3.6%	Energy
SCHA Schwab US Small-Cap ETF	$5,950,611	$252,589 â–²	4.4%	204,629	3.3%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$5,113,949	$630,979 â–²	14.1%	69,920	2.8%	ETF
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF	$4,678,102	$284,690 â–²	6.5%	128,484	2.6%	ETF
JPM JPMorgan Chase & Co.	$3,658,762	$335,048 â–¼	-8.4%	12,438	2.0%	Finance
SPHY SPDR Portfolio High Yield Bond ETF	$3,557,699	$284,737 â–²	8.7%	152,560	1.9%	ETF
BRK.B Berkshire Hathaway	$3,014,168	$67,088 â–²	2.3%	6,290	1.7%	Finance
GOOG Alphabet	$2,756,725	$213,137 â–¼	-7.2%	9,610	1.5%	Computer and Technology
AMZN Amazon.com	$2,453,212	$507,554 â–²	26.1%	11,779	1.3%	Retail/Wholesale
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF	$2,170,822	$476,726 â–²	28.1%	47,658	1.2%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$2,155,047	$464,824 â–²	27.5%	39,297	1.2%	ETF
MSFT Microsoft	$2,085,908	$248,754 â–²	13.5%	5,635	1.1%	Computer and Technology
AAPL Apple	$1,716,128	$33,500 â–²	2.0%	6,762	0.9%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$1,509,468	$212,297 â–²	16.4%	23,556	0.8%	ETF
BKNG Booking	$1,490,453	$328,405 â–²	28.3%	354	0.8%	Retail/Wholesale
COP ConocoPhillips	$1,474,308	$29,568 â–²	2.0%	11,169	0.8%	Energy
SCHW Charles Schwab	$1,470,411	$80,823 â–¼	-5.2%	15,646	0.8%	Finance
NVDA NVIDIA	$1,460,251	$66,621 â–²	4.8%	8,373	0.8%	Computer and Technology
CAT Caterpillar	$1,407,002	$1,417 â–¼	-0.1%	1,986	0.8%	Industrials
XLE Energy Select Sector SPDR Fund	$1,267,041	$12,436 â–²	1.0%	20,683	0.7%	ETF
AMAT Applied Materials	$1,240,698	$139,792 â–¼	-10.1%	3,630	0.7%	Computer and Technology
CMCSA Comcast	$1,238,636	$77,345 â–²	6.7%	43,143	0.7%	Consumer Discretionary
GD General Dynamics	$1,172,096	$12,013 â–¼	-1.0%	3,415	0.6%	Aerospace
LOW Lowe's Companies	$1,059,716	$19,848 â–¼	-1.8%	4,485	0.6%	Retail/Wholesale
CVX Chevron	$1,052,293	$30,828 â–²	3.0%	5,086	0.6%	Energy
BDX Becton, Dickinson and Company	$1,050,768	$348,264 â–²	49.6%	6,683	0.6%	Medical
V Visa	$1,047,564	$141,146 â–²	15.6%	3,466	0.6%	Business Services
BFST Business First Bancshares	$1,016,244		0.0%	37,583	0.6%	Finance
ET Energy Transfer	$972,450	$19,300 â–¼	-1.9%	50,386	0.5%	Energy
BANK NEW YORK MELLON CORP	$956,039	$336,672 â–¼	-26.0%	8,059	0.5%	COM
ORCL Oracle	$935,472	$167,705 â–²	21.8%	6,359	0.5%	Computer and Technology
ADI Analog Devices	$933,741	$253,239 â–¼	-21.3%	2,935	0.5%	Computer and Technology
NVS Novartis	$927,651	$524,849 â–¼	-36.1%	6,073	0.5%	Medical
UNILEVER PLC	$910,608	$5,697 â–²	0.6%	15,984	0.5%	SPON ADR NEW
EPD Enterprise Products Partners	$860,519	$5,411 â–²	0.6%	22,741	0.5%	Energy
DE Deere & Company	$859,596	$563 â–¼	-0.1%	1,526	0.5%	Industrials
MDT Medtronic	$851,510	$20,709 â–²	2.5%	9,827	0.5%	Medical
ELV Elevance Health	$837,851	$268,159 â–²	47.1%	2,862	0.5%	Medical
OMC Omnicom Group	$837,447	$73,879 â–²	9.7%	11,120	0.5%	Business Services
SNY Sanofi	$837,176	$62,297 â–²	8.0%	17,376	0.5%	Medical
WALMART INC	$809,063	$10,564 â–²	1.3%	6,510	0.4%	COM
MCK McKesson	$721,710	$242,301 â–¼	-25.1%	834	0.4%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$719,700	$47,980 â–¼	-6.3%	3,750	0.4%	ETF
CP Canadian Pacific Kansas City	$675,375		0.0%	8,586	0.4%	Transportation
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	$657,196	$5,256 â–¼	-0.8%	29,385	0.4%	ETF
GOOGL Alphabet	$588,348	$54,924 â–²	10.3%	2,046	0.3%	Computer and Technology
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$584,914	$4,357 â–¼	-0.7%	25,239	0.3%	ETF
SCHD Schwab US Dividend Equity ETF	$580,159	$91,641 â–¼	-13.6%	18,910	0.3%	ETF
ISRG Intuitive Surgical	$570,245	$15,674 â–²	2.8%	1,237	0.3%	Medical
PALANTIR TECHNOLOGIES INC	$543,284	$1,024 â–¼	-0.2%	3,714	0.3%	CL A
ABBV AbbVie	$536,548	$21,532 â–¼	-3.9%	2,467	0.3%	Medical
AON AON	$526,777	$526,777 â–²	New Holding	1,632	0.3%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$526,373	$78,861 â–²	17.6%	6,361	0.3%	ETF
TYL Tyler Technologies	$513,570		0.0%	1,500	0.3%	Computer and Technology
TSLA Tesla	$512,643	$68,774 â–²	15.5%	1,379	0.3%	Auto/Tires/Trucks
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF	$482,708	$5,118 â–¼	-1.0%	22,260	0.3%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$482,593	$83,474 â–¼	-14.7%	1,428	0.3%	Computer and Technology
SMH VanEck Semiconductor ETF	$479,250	$2,684 â–²	0.6%	1,250	0.3%	Manufacturing
RTX RTX	$450,807	$31,250 â–¼	-6.5%	2,337	0.2%	Aerospace
AMRIZE LTD	$450,513	$450,513 â–²	New Holding	8,042	0.2%	SHS
KLAC KLA	$438,778		0.0%	298	0.2%	Computer and Technology
PEP PepsiCo	$431,240	$13,976 â–²	3.3%	2,777	0.2%	Consumer Staples
JXN Jackson Financial	$428,166		0.0%	4,050	0.2%	Finance
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$417,327	$54,988 â–¼	-11.6%	9,168	0.2%	ETF
TMO Thermo Fisher Scientific	$407,970	$407,970 â–²	New Holding	830	0.2%	Medical
ENB Enbridge	$398,795	$1,137 â–¼	-0.3%	7,366	0.2%	Energy
LLY Eli Lilly and Company	$398,260	$1,840 â–²	0.5%	433	0.2%	Medical
ACN Accenture	$393,804	$393,804 â–²	New Holding	1,986	0.2%	Computer and Technology
STRATEGY SHS	$385,972	$78,357 â–²	25.5%	14,743	0.2%	EVENTIDE US MRKT
AMGN Amgen	$364,868	$10,907 â–¼	-2.9%	1,037	0.2%	Medical
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$361,446	$361,446 â–²	New Holding	17,698	0.2%	ETF
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$360,855	$360,855 â–²	New Holding	19,338	0.2%	ETF
FDX FedEx	$355,468	$712 â–¼	-0.2%	998	0.2%	Transportation
DUK Duke Energy	$354,062	$9,166 â–¼	-2.5%	2,704	0.2%	Utilities
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$342,390	$342,390 â–²	New Holding	20,479	0.2%	Manufacturing
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF	$339,421		0.0%	8,167	0.2%	ETF
FERGUSON ENTERPRISES INC	$337,061	$337,061 â–²	New Holding	1,445	0.2%	COMMON STOCK NEW
VCSH Vanguard Short-Term Corporate Bond ETF	$327,464	$47,958 â–²	17.2%	4,131	0.2%	ETF
META Meta Platforms	$326,686	$1,144 â–²	0.4%	571	0.2%	Computer and Technology
PFE Pfizer	$325,138	$17,747 â–²	5.8%	11,579	0.2%	Medical
GLD SPDR Gold Shares	$317,554		0.0%	738	0.2%	Finance
VXF Vanguard Extended Market ETF	$308,700	$4,939 â–²	1.6%	1,500	0.2%	ETF
VUG Vanguard Growth ETF	$304,879	$13,104 â–²	4.5%	698	0.2%	ETF
WDS Woodside Energy Group	$295,419	$19,391 â–²	7.0%	12,371	0.2%	Energy
MA Mastercard	$282,808	$41,972 â–¼	-12.9%	566	0.2%	Business Services
SBUX Starbucks	$279,700	$10,034 â–¼	-3.5%	3,122	0.2%	Retail/Wholesale
SCHM Schwab U.S. Mid-Cap ETF	$274,677	$8,731 â–²	3.3%	8,872	0.2%	ETF
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF	$266,619	$50,232 â–²	23.2%	12,675	0.1%	ETF
AMD Advanced Micro Devices	$263,442	$16,274 â–²	6.6%	1,295	0.1%	Computer and Technology
MU Micron Technology	$262,840	$262,840 â–²	New Holding	778	0.1%	Computer and Technology
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF	$261,939		0.0%	8,100	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$261,545		0.0%	1,766	0.1%	Financial Services
VOE Vanguard Mid-Cap Value ETF	$258,913	$3,870 â–²	1.5%	1,405	0.1%	ETF
ETR Entergy	$258,540	$10,337 â–¼	-3.8%	2,301	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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Meriwether Wealth & Planning, LLC Top Holdings and 13F Report (2026)

About Meriwether Wealth & Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Meriwether Wealth & Planning, LLC Top Holdings and 13F Report (2026)

About Meriwether Wealth & Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeriwether Wealth & Planning, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools