Meriwether Wealth & Planning, LLC

CIK 0002055554 • 6 13F filings • Apr 21, 2025 – Jul 8, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $159.6M125 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$536K	0.3%Prev: 0.3%	2,889 SH	Decreased+422 SH
ADOBE INC	COM	$244K	0.2%	630 SH	New
AIR PRODS & CHEMS INC	COM	$352K	0.2%	1,249 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$288K	0.2%Prev: 0.1%	2,543 SH	Increased+550 SH
ALPHABET INC	CAP STK CL A	$317K	0.2%Prev: 0.3%	1,798 SH	Decreased-248 SH
ALPHABET INC	CAP STK CL C	$2.2M	1.4%Prev: 1.5%	12,458 SH	Decreased+2,848 SH
AMAZON COM INC	COM	$1.7M	1.1%Prev: 1.3%	7,763 SH	Decreased-4,016 SH
AMGEN INC	COM	$358K	0.2%Prev: 0.2%	1,281 SH	Decreased+244 SH
ANALOG DEVICES INC	COM	$950K	0.6%Prev: 0.5%	3,992 SH	Increased+1,057 SH
APPLE INC	COM	$1.5M	0.9%Prev: 0.9%	7,164 SH	Decreased+402 SH
APPLIED MATLS INC	COM	$914K	0.6%Prev: 0.7%	4,993 SH	Decreased+1,363 SH
AUTODESK INC	COM	$220K	0.1%	711 SH	New
BANK AMERICA CORP	COM	$921K	0.6%Prev: 0.1%	19,473 SH	Increased+15,095 SH
BANK NEW YORK MELLON CORP	COM	$1.2M	0.8%Prev: 0.5%	13,505 SH	Increased+5,446 SH
BECTON DICKINSON & CO	COM	$677K	0.4%Prev: 0.6%	3,930 SH	Decreased-2,753 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	1.6%Prev: 1.7%	5,150 SH	Decreased-1,140 SH
BOOKING HOLDINGS INC	COM	$1.7M	1.1%Prev: 0.8%	293 SH	Increased-61 SH
BUSINESS FIRST BANCSHARES IN	COM	$931K	0.6%Prev: 0.6%	37,782 SH	Decreased+199 SH
CANADIAN PACIFIC KANSAS CITY	COM	$681K	0.4%Prev: 0.4%	8,586 SH	Increased
CAPITAL ONE FINL CORP	COM	$211K	0.1%	990 SH	New
CARMAX INC	COM	$1.2M	0.7%	17,138 SH	New
CATERPILLAR INC	COM	$705K	0.4%Prev: 0.8%	1,815 SH	Decreased-171 SH
CHEVRON CORP NEW	COM	$1.2M	0.7%	8,098 SH	New
COCA COLA CO	COM	$246K	0.2%Prev: 0.1%	3,481 SH	Increased+704 SH
COMCAST CORP NEW	CL A	$1.4M	0.9%Prev: 0.7%	39,872 SH	Increased-3,271 SH
CONOCOPHILLIPS	COM	$959K	0.6%Prev: 0.8%	10,688 SH	Decreased-481 SH
CONSTELLATION ENERGY CORP	COM	$272K	0.2%Prev: 0.1%	844 SH	Increased-1 SH
COSTCO WHSL CORP NEW	COM	$241K	0.2%	243 SH	New
DEERE & CO	COM	$549K	0.3%Prev: 0.5%	1,079 SH	Decreased-447 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.9M	3.1%	76,882 SH	New
DISNEY WALT CO	COM	$342K	0.2%Prev: 0.1%	2,755 SH	Increased+555 SH
DUKE ENERGY CORP NEW	COM NEW	$393K	0.2%Prev: 0.2%	3,329 SH	Increased+625 SH
EBAY INC.	COM	$632K	0.4%	8,492 SH	New
ELEVANCE HEALTH INC	COM	$827K	0.5%	2,127 SH	New
ELI LILLY & CO	COM	$394K	0.2%Prev: 0.2%	505 SH	Decreased+72 SH
ENBRIDGE INC	COM	$400K	0.3%Prev: 0.2%	8,830 SH	Increased+1,464 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$836K	0.5%Prev: 0.5%	46,084 SH	Decreased-4,302 SH
ENTERGY CORP NEW	COM	$301K	0.2%Prev: 0.1%	3,622 SH	Increased+1,321 SH
ENTERPRISE PRODS PARTNERS L	COM	$685K	0.4%Prev: 0.5%	22,098 SH	Decreased-643 SH
EXXON MOBIL CORP	COM	$2.3M	1.4%Prev: 3.6%	20,973 SH	Decreased-17,823 SH
FARMLAND PARTNERS INC	COM	$117K	0.1%	10,130 SH	New
FEDEX CORP	COM	$246K	0.2%Prev: 0.2%	1,081 SH	Decreased+83 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$15.8M	9.9%Prev: 9.9%	345,192 SH	Decreased-50,396 SH
FORD MTR CO	COM	$165K	0.1%Prev: 0.1%	15,186 SH	Decreased-3,152 SH
GENERAL DYNAMICS CORP	COM	$1.0M	0.7%Prev: 0.6%	3,596 SH	Decreased+181 SH
GENUINE PARTS CO	COM	$204K	0.1%	1,682 SH	New
INTUITIVE SURGICAL INC	COM NEW	$622K	0.4%Prev: 0.3%	1,145 SH	Increased-92 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$581K	0.4%Prev: 1.2%	11,345 SH	Decreased-27,952 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$4.0M	2.5%Prev: 2.8%	54,598 SH	Decreased-15,322 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$668K	0.4%Prev: 0.4%	29,442 SH	Increased+57 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$212K	0.1%Prev: 0.1%	9,850 SH	Decreased-2,825 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$250K	0.2%	12,092 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 HY	$367K	0.2%	15,913 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$5.6M	3.5%Prev: 3.8%	288,082 SH	Decreased-64,799 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$6.3M	3.9%Prev: 4.1%	319,044 SH	Decreased-61,641 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$507K	0.3%Prev: 0.3%	23,005 SH	Increased+745 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$589K	0.4%Prev: 0.3%	25,258 SH	Increased+19 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$727K	0.5%Prev: 0.4%	4,000 SH	Increased+250 SH
IQVIA HLDGS INC	COM	$262K	0.2%Prev: 0.1%	1,664 SH	Increased+425 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$353K	0.2%Prev: 0.1%	6,212 SH	Increased+1,888 SH
JACKSON FINANCIAL INC	COM CL A	$410K	0.3%Prev: 0.2%	4,619 SH	Decreased+569 SH
JPMORGAN CHASE & CO.	COM	$4.3M	2.7%	14,802 SH	New
KLA CORP	COM NEW	$277K	0.2%Prev: 0.2%	309 SH	Decreased+11 SH
LAMAR ADVERTISING CO NEW	CL A	$290K	0.2%	2,393 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$161K	0.1%Prev: 0.1%	37,932 SH	Increased+11,688 SH
LOWES COS INC	COM	$792K	0.5%Prev: 0.6%	3,568 SH	Decreased-917 SH
MARTIN MIDSTREAM PRTNRS L P	UNIT L P INT	$30K	0.0%Prev: 0.0%	10,035 SH	Increased-339 SH
MASTERCARD INCORPORATED	CL A	$425K	0.3%Prev: 0.2%	757 SH	Increased+191 SH
MCKESSON CORP	COM	$903K	0.6%Prev: 0.4%	1,232 SH	Increased+398 SH
MEDTRONIC PLC	SHS	$838K	0.5%Prev: 0.5%	9,615 SH	Decreased-212 SH
META PLATFORMS INC	CL A	$410K	0.3%Prev: 0.2%	556 SH	Increased-15 SH
MICROSOFT CORP	COM	$2.8M	1.7%Prev: 1.1%	5,550 SH	Increased-85 SH
NEXTERA ENERGY INC	COM	$224K	0.1%Prev: 0.1%	3,228 SH	Decreased+769 SH
NOVARTIS AG	SPONSORED ADR	$1.1M	0.7%Prev: 0.5%	9,492 SH	Increased+3,419 SH
NRG ENERGY INC	COM NEW	$225K	0.1%Prev: 0.1%	1,401 SH	Increased-7 SH
NVIDIA CORPORATION	COM	$1.2M	0.8%Prev: 0.8%	7,721 SH	Decreased-652 SH
OKLO INC	COM CL A	$230K	0.1%Prev: 0.1%	4,115 SH	Increased-445 SH
OMNICOM GROUP INC	COM	$523K	0.3%Prev: 0.5%	7,266 SH	Decreased-3,854 SH
ORACLE CORP	COM	$2.2M	1.3%Prev: 0.5%	9,841 SH	Increased+3,482 SH
PALANTIR TECHNOLOGIES INC	CL A	$503K	0.3%Prev: 0.3%	3,693 SH	Decreased-21 SH
PEPSICO INC	COM	$412K	0.3%Prev: 0.2%	3,121 SH	Decreased+344 SH
PFIZER INC	COM	$209K	0.1%Prev: 0.2%	8,615 SH	Decreased-2,964 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$324K	0.2%	3,218 SH	New
PROCTER AND GAMBLE CO	COM	$290K	0.2%	1,822 SH	New
PROGRESSIVE CORP	COM	$274K	0.2%	1,027 SH	New
QUALCOMM INC	COM	$233K	0.1%	1,465 SH	New
RTX CORPORATION	COM	$419K	0.3%Prev: 0.2%	2,867 SH	Decreased+530 SH
SALESFORCE INC	COM	$263K	0.2%Prev: 0.1%	965 SH	Increased-141 SH
SANOFI	SPONSORED ADR	$674K	0.4%	13,950 SH	New
SCHWAB CHARLES CORP	COM	$1.6M	1.0%Prev: 0.8%	17,321 SH	Increased+1,675 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$937K	0.6%Prev: 0.3%	35,361 SH	Increased+16,451 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$20.3M	12.7%Prev: 10.2%	693,312 SH	Increased+51,357 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$19.2M	12.1%Prev: 11.0%	695,293 SH	Decreased+39,267 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$220K	0.1%Prev: 0.2%	7,846 SH	Decreased-1,026 SH
SEI EXCHANGE TRADED FUNDS	ENHANCED LOW VOL	$254K	0.2%Prev: 0.1%	8,100 SH	Decreased
SEI EXCHANGE TRADED FUNDS	ENHANCED US LRG	$4.9M	3.1%Prev: 3.9%	131,020 SH	Decreased-53,289 SH
SELECT SECTOR SPDR TR	ENERGY	$1.3M	0.8%	14,929 SH	New
SOUTHERN CO	COM	$233K	0.1%Prev: 0.1%	2,542 SH	Decreased-120 SH
SPDR GOLD TR	GOLD SHS	$225K	0.1%Prev: 0.2%	738 SH	Decreased
SPDR SERIES TRUST	BLOOMBERG INVT	$321K	0.2%	10,400 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$3.1M	1.9%	130,235 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$720K	0.5%	16,960 SH	New
SPDR SERIES TRUST	RUSSELL YIELD	$331K	0.2%	3,057 SH	New
STANDARD LITHIUM LTD	COM	$74K	0.0%Prev: 0.1%	37,821 SH	Decreased-13,724 SH
STARBUCKS CORP	COM	$393K	0.2%Prev: 0.2%	4,291 SH	Increased+1,169 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$514K	0.3%	2,268 SH	New
TESLA INC	COM	$410K	0.3%Prev: 0.3%	1,290 SH	Decreased-89 SH
UNIFIED SER TR	ONEASCENT CORE P	$898K	0.6%	39,390 SH	New
UNIFIED SER TR	ONEASCENT LARGE	$656K	0.4%	20,230 SH	New
UNILEVER PLC	SPON ADR NEW	$1.1M	0.7%Prev: 0.5%	17,247 SH	Increased+1,263 SH
UNITED PARCEL SERVICE INC	CL B	$230K	0.1%	2,278 SH	New
VANECK ETF TRUST	IG FLOATING RATE	$324K	0.2%	12,703 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$331K	0.2%Prev: 0.3%	1,186 SH	Decreased-64 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$249K	0.2%Prev: 0.1%	3,378 SH	Decreased-22 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$284K	0.2%Prev: 0.2%	1,475 SH	Decreased-25 SH
VANGUARD INDEX FDS	GROWTH ETF	$263K	0.2%Prev: 0.2%	599 SH	Decreased-99 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$350K	0.2%	1,231 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$228K	0.1%Prev: 0.1%	1,384 SH	Decreased-21 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$433K	0.3%Prev: 0.3%	5,223 SH	Decreased-1,138 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$280K	0.2%Prev: 0.2%	3,526 SH	Decreased-605 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$235K	0.1%Prev: 0.1%	1,766 SH	Decreased
VISA INC	COM CL A	$1.2M	0.8%Prev: 0.6%	3,440 SH	Increased-26 SH
VISTRA CORP	COM	$216K	0.1%	1,117 SH	New
WALMART INC	COM	$533K	0.3%Prev: 0.4%	5,448 SH	Decreased-1,062 SH
WOODSIDE ENERGY GROUP LTD	SPONSORED ADR	$194K	0.1%Prev: 0.2%	12,584 SH	Decreased+213 SH

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $394K
ADVANCED MICRO DEVICES INC — $263K
AIR PRODUCTS AND CHEMICALS I — $222K
AMRIZE LTD — $451K
AON PLC — $527K
BROADCOM INC — $258K
CHEVRON CORPORATION — $1.1M
CISCO SYS INC — $206K
COSTCO WHOLESALE CORPORATION — $236K
ELEVANCE HEALTH INC FORMERLY — $838K
FERGUSON ENTERPRISES INC — $337K
INVESCO EXCH TRD SLF IDX FD — $361K
INVESCO EXCH TRD SLF IDX FD — $255K
INVESCO EXCH TRD SLF IDX FD — $342K
INVESCO EXCH TRD SLF IDX FD — $361K
JPMORGAN CHASE & CO — $3.7M
LAMAR ADVERTISING CO — $240K
MICRON TECHNOLOGY INC — $263K
PROCTER & GAMBLE CO — $241K
SANOFI SA — $837K
… and 10 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001754960-26-000857	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001754960-26-000060	$177.3M	View
Oct 15, 2025