Meriwether Wealth & Planning, LLC Top Holdings and 13F Report (2026) About Meriwether Wealth & Planning, LLCInvestment ActivityMeriwether 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 $20,008,793Schwab U.S. Large-Cap Growth ETF $18,700,149Fidelity Total Bond ETF $18,046,725Vanguard Total International Stock ETF $7,481,675Invesco BulletShares 2027 Corporate Bond ETF $7,470,945 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $7,481,675 HoldingG0403H108 - AON $526,777 HoldingH2927K103 - AMRIZE LTD $450,513 Holding883556102 - Thermo Fisher Scientific $407,970 HoldingG1151C101 - 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)BNY 2,838 shares (about $336.67K) 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 PortfolioSectorSCHVSchwab U.S. Large-Cap Value ETF$20,008,793$3,286,131 ▼-14.1%656,02611.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$18,700,149$2,329,410 ▼-11.1%641,95510.2%ETFFBNDFidelity Total Bond ETF$18,046,725$1,513,261 ▲9.2%395,5889.9%ETFVXUSVanguard Total International Stock ETF$7,481,675$7,481,675 ▲New Holding97,0264.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$7,470,945$808,099 ▲12.1%380,6854.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$6,891,766$748,390 ▲12.2%352,8813.8%ETFXOMExxonMobil$6,582,129$186,456 ▼-2.8%38,7963.6%EnergySCHASchwab US Small-Cap ETF$5,950,611$252,589 ▲4.4%204,6293.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$5,113,949$630,979 ▲14.1%69,9202.8%ETFSEIQSEI Enhanced U.S. Large Cap Quality Factor ETF$4,678,102$284,690 ▲6.5%128,4842.6%ETFJPMJPMorgan Chase & Co.$3,658,762$335,048 ▼-8.4%12,4382.0%FinanceSPHYSPDR Portfolio High Yield Bond ETF$3,557,699$284,737 ▲8.7%152,5601.9%ETFBRK.BBerkshire Hathaway$3,014,168$67,088 ▲2.3%6,2901.7%FinanceGOOGAlphabet$2,756,725$213,137 ▼-7.2%9,6101.5%Computer and TechnologyAMZNAmazon.com$2,453,212$507,554 ▲26.1%11,7791.3%Retail/WholesaleSEIMSEI Enhanced U.S. Large Cap Momentum Factor ETF$2,170,822$476,726 ▲28.1%47,6581.2%ETFIDMOInvesco S&P International Developed Momentum ETF$2,155,047$464,824 ▲27.5%39,2971.2%ETFMSFTMicrosoft$2,085,908$248,754 ▲13.5%5,6351.1%Computer and TechnologyAAPLApple$1,716,128$33,500 ▲2.0%6,7620.9%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,509,468$212,297 ▲16.4%23,5560.8%ETFBKNGBooking$1,490,453$328,405 ▲28.3%3540.8%Retail/WholesaleCOPConocoPhillips$1,474,308$29,568 ▲2.0%11,1690.8%EnergySCHWCharles Schwab$1,470,411$80,823 ▼-5.2%15,6460.8%FinanceNVDANVIDIA$1,460,251$66,621 ▲4.8%8,3730.8%Computer and TechnologyCATCaterpillar$1,407,002$1,417 ▼-0.1%1,9860.8%IndustrialsXLEEnergy Select Sector SPDR Fund$1,267,041$12,436 ▲1.0%20,6830.7%ETFAMATApplied Materials$1,240,698$139,792 ▼-10.1%3,6300.7%Computer and TechnologyCMCSAComcast$1,238,636$77,345 ▲6.7%43,1430.7%Consumer DiscretionaryGDGeneral Dynamics$1,172,096$12,013 ▼-1.0%3,4150.6%AerospaceLOWLowe's Companies$1,059,716$19,848 ▼-1.8%4,4850.6%Retail/WholesaleCVXChevron$1,052,293$30,828 ▲3.0%5,0860.6%EnergyBDXBecton, Dickinson and Company$1,050,768$348,264 ▲49.6%6,6830.6%MedicalVVisa$1,047,564$141,146 ▲15.6%3,4660.6%Business ServicesBFSTBusiness First Bancshares$1,016,2440.0%37,5830.6%FinanceETEnergy Transfer$972,450$19,300 ▼-1.9%50,3860.5%EnergyBKBNY$956,039$336,672 ▼-26.0%8,0590.5%FinanceORCLOracle$935,472$167,705 ▲21.8%6,3590.5%Computer and TechnologyADIAnalog Devices$933,741$253,239 ▼-21.3%2,9350.5%Computer and TechnologyNVSNovartis$927,651$524,849 ▼-36.1%6,0730.5%MedicalUNILEVER PLC$910,608$5,697 ▲0.6%15,9840.5%SPON ADR NEWEPDEnterprise Products Partners$860,519$5,411 ▲0.6%22,7410.5%EnergyDEDeere & Company$859,596$563 ▼-0.1%1,5260.5%IndustrialsMDTMedtronic$851,510$20,709 ▲2.5%9,8270.5%MedicalELVElevance Health$837,851$268,159 ▲47.1%2,8620.5%MedicalOMCOmnicom Group$837,447$73,879 ▲9.7%11,1200.5%Business ServicesSNYSanofi$837,176$62,297 ▲8.0%17,3760.5%MedicalWALMART INC$809,063$10,564 ▲1.3%6,5100.4%COMMCKMcKesson$721,710$242,301 ▼-25.1%8340.4%MedicalRSPInvesco S&P 500 Equal Weight ETF$719,700$47,980 ▼-6.3%3,7500.4%ETFCPCanadian Pacific Kansas City$675,3750.0%8,5860.4%TransportationBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$657,196$5,256 ▼-0.8%29,3850.4%ETFGOOGLAlphabet$588,348$54,924 ▲10.3%2,0460.3%Computer and TechnologyBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$584,914$4,357 ▼-0.7%25,2390.3%ETFSCHDSchwab US Dividend Equity ETF$580,159$91,641 ▼-13.6%18,9100.3%ETFISRGIntuitive Surgical$570,245$15,674 ▲2.8%1,2370.3%MedicalPALANTIR TECHNOLOGIES INC$543,284$1,024 ▼-0.2%3,7140.3%CL AABBVAbbVie$536,548$21,532 ▼-3.9%2,4670.3%MedicalAONAON$526,777$526,777 ▲New Holding1,6320.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$526,373$78,861 ▲17.6%6,3610.3%ETFTYLTyler Technologies$513,5700.0%1,5000.3%Computer and TechnologyTSLATesla$512,643$68,774 ▲15.5%1,3790.3%Auto/Tires/TrucksBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$482,708$5,118 ▼-1.0%22,2600.3%ManufacturingTSMTaiwan Semiconductor Manufacturing$482,593$83,474 ▼-14.7%1,4280.3%Computer and TechnologySMHVanEck Semiconductor ETF$479,250$2,684 ▲0.6%1,2500.3%ManufacturingRTXRTX$450,807$31,250 ▼-6.5%2,3370.2%AerospaceAMRIZE LTD$450,513$450,513 ▲New Holding8,0420.2%SHSKLACKLA$438,7780.0%2980.2%Computer and TechnologyPEPPepsiCo$431,240$13,976 ▲3.3%2,7770.2%Consumer StaplesJXNJackson Financial$428,1660.0%4,0500.2%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$417,327$54,988 ▼-11.6%9,1680.2%ETFTMOThermo Fisher Scientific$407,970$407,970 ▲New Holding8300.2%MedicalENBEnbridge$398,795$1,137 ▼-0.3%7,3660.2%EnergyLLYEli Lilly and Company$398,260$1,840 ▲0.5%4330.2%MedicalACNAccenture$393,804$393,804 ▲New Holding1,9860.2%Computer and TechnologySTRATEGY SHS$385,972$78,357 ▲25.5%14,7430.2%EVENTIDE US MRKTAMGNAmgen$364,868$10,907 ▼-2.9%1,0370.2%MedicalBSCSInvesco BulletShares 2028 Corporate Bond ETF$361,446$361,446 ▲New Holding17,6980.2%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$360,855$360,855 ▲New Holding19,3380.2%ETFFDXFedEx$355,468$712 ▼-0.2%9980.2%TransportationDUKDuke Energy$354,062$9,166 ▼-2.5%2,7040.2%UtilitiesBSCUInvesco BulletShares 2030 Corporate Bond ETF$342,390$342,390 ▲New Holding20,4790.2%ManufacturingSEIVSEI Enhanced U.S. Large Cap Value Factor ETF$339,4210.0%8,1670.2%ETFFERGUSON ENTERPRISES INC$337,061$337,061 ▲New Holding1,4450.2%COMMON STOCK NEWVCSHVanguard Short-Term Corporate Bond ETF$327,464$47,958 ▲17.2%4,1310.2%ETFMETAMeta Platforms$326,686$1,144 ▲0.4%5710.2%Computer and TechnologyPFEPfizer$325,138$17,747 ▲5.8%11,5790.2%MedicalGLDSPDR Gold Shares$317,5540.0%7380.2%FinanceVXFVanguard Extended Market ETF$308,700$4,939 ▲1.6%1,5000.2%ETFVUGVanguard Growth ETF$304,879$13,104 ▲4.5%6980.2%ETFWDSWoodside Energy Group$295,419$19,391 ▲7.0%12,3710.2%EnergyMAMastercard$282,808$41,972 ▼-12.9%5660.2%Business ServicesSBUXStarbucks$279,700$10,034 ▼-3.5%3,1220.2%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$274,677$8,731 ▲3.3%8,8720.2%ETFBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$266,619$50,232 ▲23.2%12,6750.1%ETFAMDAdvanced Micro Devices$263,442$16,274 ▲6.6%1,2950.1%Computer and TechnologyMUMicron Technology$262,840$262,840 ▲New Holding7780.1%Computer and TechnologySELVSEI Enhanced Low Volatility U.S. Large Cap ETF$261,9390.0%8,1000.1%ETFVYMVanguard High Dividend Yield ETF$261,5450.0%1,7660.1%ETFVOEVanguard Mid-Cap Value ETF$258,913$3,870 ▲1.5%1,4050.1%ETFETREntergy$258,540$10,337 ▼-3.8%2,3010.1%UtilitiesShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
