Meriwether Wealth & Planning, LLC Top Holdings and 13F Report (2026) About Meriwether Wealth & Planning, LLCInvestment ActivityMeriwether Wealth & Planning, LLC has $221.56 million in total holdings as of September 30, 2026.Meriwether Wealth & Planning, LLC owns shares of 872 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 15.91% of the portfolio was purchased this quarter.About 6.39% of the portfolio was sold this quarter.This quarter, Meriwether Wealth & Planning, LLC has purchased 122 new stocks and bought additional shares in 41 stocks.Meriwether Wealth & Planning, LLC sold shares of 65 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $24,779,125Schwab U.S. Large-Cap Value ETF $23,304,309Vanguard Total International Stock ETF $12,388,697Fidelity Total Bond ETF $11,376,902iShares U.S. Equity Factor Rotation Active ETF $9,039,884 Largest New Holdings this Quarter 92189F486 - VanEck IG Floating Rate ETF $8,231,970 Holding64110L106 - Netflix $370,722 Holding77926X320 - ROUNDHILL ETF TRUST $310,431 Holding22788C105 - CrowdStrike $250,189 Holding18915M107 - Cloudflare $242,749 Holding Largest Purchases this Quarter VanEck IG Floating Rate ETF 321,687 shares (about $8.23M)Schwab U.S. Large-Cap Growth ETF 32,893 shares (about $1.18M)Schwab U.S. Large-Cap Value ETF 28,615 shares (about $953.17K)Vanguard Total International Stock ETF 9,957 shares (about $845.95K)iShares U.S. Equity Factor Rotation Active ETF 8,187 shares (about $567.03K) Largest Sales this Quarter Fidelity Total Bond ETF 140,137 shares (about $6.07M)RTX 1,442 shares (about $267.71K)BANK OF NY MELLON CORP 1,284 shares (about $185.70K)Novartis 1,117 shares (about $159.25K)Constellation Energy 625 shares (about $158.76K) 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$24,779,125$1,181,846 ▲5.0%689,65011.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$23,304,309$953,166 ▲4.3%699,61910.5%ETFVXUSVanguard Total International Stock ETF$12,388,697$845,947 ▲7.3%145,8185.6%ETFFBNDFidelity Total Bond ETF$11,376,902$6,067,932 ▼-34.8%262,7465.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$9,039,884$567,032 ▲6.7%130,5214.1%ETFFLTRVanEck IG Floating Rate ETF$8,231,970$8,231,970 ▲New Holding321,6873.7%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$7,831,233$298,042 ▲4.0%400,6773.5%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$7,148,160$185,110 ▲2.7%355,1883.2%ETFSCHASchwab US Small-Cap ETF$6,891,391$367,903 ▲5.6%211,1983.1%ETFJPMJPMorgan Chase & Co.$4,113,540$34,737 ▼-0.8%12,4341.9%FinanceSPHYSPDR Portfolio High Yield Bond ETF$3,707,200$197,956 ▲5.6%164,1081.7%ETFSEIMSEI Enhanced U.S. Large Cap Momentum Factor ETF$3,218,887$253,310 ▲8.5%59,8641.5%ETFGOOGAlphabet$3,195,460$16,696 ▼-0.5%9,3781.4%Communication ServicesBRK.BBerkshire Hathaway$3,190,864$6,971 ▲0.2%6,4081.4%FinanceIDMOInvesco S&P International Developed Momentum ETF$3,078,125$261,740 ▲9.3%50,4281.4%ETFAMZNAmazon.com$2,953,673$87,701 ▼-2.9%11,8551.3%Consumer DiscretionaryMSFTMicrosoft$2,941,482$37,955 ▼-1.3%5,7351.3%TechnologyAAPLApple$2,341,797$24,310 ▼-1.0%7,0321.1%TechnologyVEAVanguard FTSE Developed Markets ETF$1,895,525$2,824 ▲0.1%26,8450.9%ETFNVDANVIDIA$1,887,332$60,292 ▼-3.1%8,2640.9%TechnologyAMATApplied Materials$1,754,033$87,957 ▲5.3%3,4300.8%TechnologyCATCaterpillar$1,604,553$5,676 ▼-0.4%1,9790.7%IndustrialsSCHWCharles Schwab$1,533,052$14,172 ▼-0.9%15,6850.7%FinanceBKNGBooking$1,528,747$11,241 ▼-0.7%9,3840.7%Consumer DiscretionaryCOPConocoPhillips$1,389,540$15,894 ▼-1.1%11,1030.6%EnergyBDXBecton, Dickinson and Company$1,261,055$4,296 ▼-0.3%7,0450.6%HealthcareWALMART INC$1,220,748$279,545 ▲29.7%11,7470.6%COMXLEEnergy Select Sector SPDR Fund$1,220,652$18,389 ▼-1.5%19,8480.6%ETFSMHVanEck Semiconductor ETF$1,218,609$166,257 ▲15.8%2,0010.6%ETFVVisa$1,194,054$31,980 ▼-2.6%3,3230.5%FinanceBFSTBusiness First Bancshares$1,118,9270.0%37,1860.5%FinanceENERGY TRANSFER L P$1,102,988$94,501 ▲9.4%55,7910.5%COM UT LTD PTNGDGeneral Dynamics$1,041,283$101,208 ▼-8.9%3,1380.5%IndustrialsELVElevance Health$1,031,928$9,720 ▼-0.9%2,6540.5%HealthcareADIAnalog Devices$1,026,685$5,157 ▼-0.5%2,5880.5%TechnologyMDTMedtronic$1,026,161$47,632 ▼-4.4%11,8920.5%HealthcareDEDeere & Company$1,021,428$1,343 ▼-0.1%1,5210.5%IndustrialsUNILEVER PLC$1,000,102$3,219 ▼-0.3%16,4680.5%SPON ADR NEWBANK OF NY MELLON CORP$974,228$185,705 ▼-16.0%6,7360.4%COMCVXChevron$970,610$64,122 ▼-6.2%4,7530.4%EnergyCMCSAComcast$919,425$20,650 ▲2.3%42,2530.4%Communication ServicesEPDEnterprise Products Partners$873,905$64,098 ▲7.9%24,5410.4%EnergyLOWLowe's Companies$827,094$2,396 ▲0.3%4,4880.4%Consumer DiscretionaryOMCOmnicom Group$827,086$2,945 ▲0.4%11,2330.4%Communication ServicesICEIntercontinental Exchange$820,658$210,714 ▲34.5%5,3980.4%FinanceMUMicron Technology$803,093$3,195 ▼-0.4%7540.4%TechnologySEI EXCHANGE TRADED FUNDS$796,641$23,124 ▲3.0%32,9000.4%HIGH YIELD BONDORCLOracle$796,477$16,201 ▼-2.0%5,8010.4%TechnologyRSPInvesco S&P 500 Equal Weight ETF$780,0750.0%3,7500.4%ETFAMDAdvanced Micro Devices$745,735$13,459 ▼-1.8%1,2190.3%TechnologyCPCanadian Pacific Kansas City$730,6690.0%8,5860.3%IndustrialsNVSNovartis$715,274$159,251 ▼-18.2%5,0170.3%HealthcareMCKMcKesson$706,955$6,830 ▼-1.0%8280.3%HealthcarePALANTIR TECHNOLOGIES INC$702,934$27,309 ▼-3.7%3,7580.3%CL AGOOGLAlphabet$683,687$2,753 ▼-0.4%1,9870.3%Communication ServicesACNAccenture$660,499$733 ▼-0.1%3,6020.3%TechnologyABBVAbbVie$652,144$14,387 ▲2.3%2,4930.3%HealthcareTSMTaiwan Semiconductor Manufacturing$622,243$17,335 ▼-2.7%1,3640.3%TechnologyBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$608,993$40,563 ▼-6.2%27,5500.3%ETFSCHDSchwab US Dividend Equity ETF$604,440$14,964 ▼-2.4%18,5810.3%ETFKLACKLA$567,246$14,230 ▼-2.4%2,9100.3%TechnologyTMOThermo Fisher Scientific$550,166$6,751 ▼-1.2%8150.2%HealthcareVCITVanguard Intermediate-Term Corporate Bond ETF$546,369$18,011 ▲3.4%6,9770.2%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$536,593$39,487 ▼-6.9%23,5090.2%ETFJXNJackson Financial$523,7460.0%4,0500.2%FinanceTSLATesla$499,218$20,224 ▼-3.9%1,4070.2%Consumer DiscretionaryFERGUSON ENTERPRISES INC$497,556$174,534 ▲54.0%2,2350.2%COMMON STOCK NEWLLYEli Lilly and Company$492,916$1,157 ▲0.2%4260.2%HealthcareSTRATEGY SHS$484,756$43,741 ▲9.9%16,0250.2%EVENTIDE US MRKTTYLTyler Technologies$477,9000.0%1,5000.2%TechnologyISRGIntuitive Surgical$457,865$44,323 ▼-8.8%1,1260.2%HealthcarePEPPepsiCo$453,277$136,984 ▲43.3%3,5770.2%Consumer StaplesAMGNAmgen$449,330$16,860 ▲3.9%1,0660.2%HealthcareBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$436,370$40,348 ▼-8.5%20,3760.2%ETFAONAON$412,941$2,491 ▼-0.6%1,4920.2%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$408,375$9,981 ▼-2.4%9,0010.2%ETFAMRIZE LTD$404,597$131,426 ▲48.1%10,8210.2%SHSSEIVSEI Enhanced U.S. Large Cap Value Factor ETF$400,9180.0%8,1670.2%ETFVUGVanguard Growth ETF$385,4000.0%4,2770.2%ETFMETAMeta Platforms$376,368$40,610 ▼-9.7%5190.2%Communication ServicesNFLXNetflix$370,722$370,722 ▲New Holding5,3280.2%Communication ServicesBSCQInvesco BulletShares 2026 Corporate Bond ETF$368,206$33,243 ▼-8.3%18,8630.2%ETFENBEnbridge$359,554$20,363 ▲6.0%7,7340.2%EnergyVXFVanguard Extended Market ETF$349,0660.0%1,5070.2%ETFAVGOBroadcom$334,684$51,274 ▲18.1%9530.2%TechnologySCHMSchwab U.S. Mid-Cap ETF$328,701$45,927 ▼-12.3%9,6620.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$319,1200.0%4,1310.1%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$318,882$31,795 ▼-9.1%17,5210.1%ETFROUNDHILL ETF TRUST$310,431$310,431 ▲New Holding5,1430.1%MEMORY ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$299,542$29,891 ▼-9.1%18,5590.1%ETFVOEVanguard Mid-Cap Value ETF$296,0320.0%1,5140.1%ETFCSCOCisco Systems$286,726$5,166 ▲1.8%2,6640.1%TechnologyFDXFedEx$281,669$2,281 ▼-0.8%9880.1%IndustrialsGLDSPDR Gold Shares$281,0600.0%7380.1%ETFSELVSEI Enhanced Low Volatility U.S. Large Cap ETF$273,1320.0%8,1000.1%ETFAPDAir Products and Chemicals$260,145$25,875 ▲11.0%9350.1%MaterialsMAMastercard$258,639$23,162 ▼-8.2%4690.1%FinancePGProcter & Gamble$257,291$7,409 ▲3.0%1,7710.1%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$257,207$8,883 ▲3.6%4,5750.1%ETFFFord Motor$253,151$7,067 ▲2.9%20,9910.1%Consumer DiscretionaryShowing largest 100 holdings. 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