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: $172.6M125 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$643K	0.4%Prev: 0.3%	2,777 SH	Increased+339 SH
AIR PRODS & CHEMS INC	COM	$293K	0.2%	1,073 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$420K	0.2%	2,350 SH	New
ALPHABET INC	CAP STK CL A	$457K	0.3%Prev: 0.4%	1,878 SH	Decreased-117 SH
ALPHABET INC	CAP STK CL C	$3.1M	1.8%Prev: 1.7%	12,537 SH	Decreased+3,110 SH
AMAZON COM INC	COM	$2.2M	1.3%Prev: 1.4%	9,878 SH	Decreased-2,329 SH
AMGEN INC	COM	$322K	0.2%Prev: 0.2%	1,141 SH	Decreased+115 SH
ANALOG DEVICES INC	COM	$998K	0.6%Prev: 0.5%	4,062 SH	Decreased+1,461 SH
APPLE INC	COM	$1.8M	1.0%Prev: 1.0%	6,900 SH	Decreased-205 SH
APPLIED MATLS INC	COM	$1.0M	0.6%Prev: 1.2%	5,104 SH	Decreased+1,846 SH
AUTODESK INC	COM	$234K	0.1%	736 SH	New
BANK AMERICA CORP	COM	$1.0M	0.6%	20,068 SH	New
BANK NEW YORK MELLON CORP	COM	$1.4M	0.8%	13,242 SH	New
BECTON DICKINSON & CO	COM	$833K	0.5%Prev: 0.5%	4,448 SH	Decreased-2,621 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.1M	1.8%Prev: 1.6%	6,156 SH	Decreased-238 SH
BOOKING HOLDINGS INC	COM	$1.5M	0.9%Prev: 0.8%	280 SH	Decreased-9,173 SH
BROADCOM INC	COM	$229K	0.1%Prev: 0.2%	693 SH	Decreased-114 SH
BUSINESS FIRST BANCSHARES IN	COM	$887K	0.5%Prev: 0.6%	37,583 SH	Decreased+397 SH
CANADIAN PACIFIC KANSAS CITY	COM	$640K	0.4%Prev: 0.4%	8,586 SH	Decreased
CAPITAL ONE FINL CORP	COM	$213K	0.1%	1,004 SH	New
CARMAX INC	COM	$628K	0.4%	13,994 SH	New
CATERPILLAR INC	COM	$821K	0.5%Prev: 1.0%	1,721 SH	Decreased-265 SH
CENCORA INC	COM	$204K	0.1%	653 SH	New
CHEVRON CORP NEW	COM	$1.2M	0.7%	8,022 SH	New
COMCAST CORP NEW	CL A	$976K	0.6%Prev: 0.5%	31,072 SH	Decreased-10,232 SH
CONOCOPHILLIPS	COM	$905K	0.5%Prev: 0.6%	9,569 SH	Decreased-1,661 SH
CONSTELLATION ENERGY CORP	COM	$278K	0.2%Prev: 0.1%	846 SH	Increased+4 SH
COSTCO WHSL CORP NEW	COM	$218K	0.1%	236 SH	New
DEERE & CO	COM	$493K	0.3%Prev: 0.5%	1,079 SH	Decreased-444 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$5.4M	3.1%	79,255 SH	New
DISNEY WALT CO	COM	$310K	0.2%Prev: 0.1%	2,709 SH	Increased+539 SH
DUKE ENERGY CORP NEW	COM NEW	$399K	0.2%Prev: 0.1%	3,225 SH	Increased+960 SH
EBAY INC.	COM	$551K	0.3%	6,057 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$636K	0.4%Prev: 0.5%	1,969 SH	Decreased-710 SH
ELI LILLY & CO	COM	$336K	0.2%Prev: 0.3%	440 SH	Decreased+15 SH
ENBRIDGE INC	COM	$405K	0.2%Prev: 0.2%	8,018 SH	Increased+722 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$825K	0.5%Prev: 0.5%	48,066 SH	Decreased-2,945 SH
ENTERGY CORP NEW	COM	$333K	0.2%Prev: 0.1%	3,574 SH	Increased+1,450 SH
ENTERPRISE PRODS PARTNERS L	COM	$707K	0.4%Prev: 0.4%	22,598 SH	Decreased-143 SH
EXXON MOBIL CORP	COM	$4.6M	2.6%Prev: 2.6%	40,496 SH	Decreased+1,663 SH
FARMLAND PARTNERS INC	COM	$110K	0.1%	10,130 SH	New
FEDEX CORP	COM	$236K	0.1%Prev: 0.2%	1,000 SH	Decreased+4 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$16.4M	9.5%Prev: 9.1%	355,052 SH	Decreased-47,831 SH
FORD MTR CO	COM	$183K	0.1%Prev: 0.1%	15,301 SH	Decreased-5,104 SH
GENERAL DYNAMICS CORP	COM	$1.2M	0.7%Prev: 0.6%	3,594 SH	Increased+151 SH
GENUINE PARTS CO	COM	$205K	0.1%	1,477 SH	New
INTUITIVE SURGICAL INC	COM NEW	$538K	0.3%Prev: 0.2%	1,204 SH	Increased-31 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$1.1M	0.7%Prev: 1.4%	21,058 SH	Decreased-25,082 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$4.2M	2.4%Prev: 0.1%	57,368 SH	Increased+54,368 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$673K	0.4%Prev: 0.3%	29,591 SH	Increased+206 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$216K	0.1%Prev: 0.1%	9,994 SH	Decreased-2,681 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$254K	0.1%	12,258 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 HY	$370K	0.2%	16,061 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$5.8M	3.4%Prev: 0.2%	297,252 SH	Increased+276,686 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$6.5M	3.7%Prev: 3.7%	327,618 SH	Decreased-57,810 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$511K	0.3%Prev: 0.2%	23,154 SH	Increased+894 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$595K	0.3%Prev: 0.3%	25,404 SH	Increased+165 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$759K	0.4%Prev: 0.4%	4,000 SH	Decreased+250 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$298K	0.2%Prev: 0.1%	5,217 SH	Increased+800 SH
JACKSON FINANCIAL INC	COM CL A	$420K	0.2%Prev: 0.2%	4,152 SH	Increased+102 SH
JPMORGAN CHASE & CO.	COM	$4.6M	2.7%	14,558 SH	New
KIMBERLY-CLARK CORP	COM	$214K	0.1%	1,720 SH	New
KLA CORP	COM NEW	$333K	0.2%Prev: 0.4%	309 SH	Decreased-2,674 SH
LAMAR ADVERTISING CO NEW	CL A	$241K	0.1%	1,971 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$165K	0.1%Prev: 0.1%	36,328 SH	Increased+10,082 SH
LOWES COS INC	COM	$898K	0.5%Prev: 0.5%	3,572 SH	Decreased-903 SH
MARTIN MIDSTREAM PRTNRS L P	UNIT L P INT	$31K	0.0%Prev: 0.0%	10,139 SH	Increased-418 SH
MASTERCARD INCORPORATED	CL A	$428K	0.2%Prev: 0.1%	752 SH	Increased+241 SH
MCKESSON CORP	COM	$945K	0.5%Prev: 0.3%	1,223 SH	Increased+387 SH
MEDTRONIC PLC	SHS	$902K	0.5%Prev: 0.5%	9,471 SH	Decreased-2,973 SH
META PLATFORMS INC	CL A	$416K	0.2%Prev: 0.2%	566 SH	Increased-9 SH
MICROSOFT CORP	COM	$2.7M	1.6%Prev: 1.1%	5,182 SH	Increased-627 SH
NEXTERA ENERGY INC	COM	$247K	0.1%	3,278 SH	New
NOVARTIS AG	SPONSORED ADR	$1.3M	0.7%Prev: 0.5%	9,821 SH	Increased+3,687 SH
NRG ENERGY INC	COM NEW	$225K	0.1%	1,391 SH	New
NVIDIA CORPORATION	COM	$1.5M	0.9%Prev: 0.8%	8,160 SH	Decreased-368 SH
OKLO INC	COM CL A	$494K	0.3%Prev: 0.1%	4,425 SH	Increased-155 SH
OMNICOM GROUP INC	COM	$809K	0.5%Prev: 0.4%	9,917 SH	Decreased-1,276 SH
ORACLE CORP	COM	$1.4M	0.8%Prev: 0.4%	4,910 SH	Increased-1,009 SH
PALANTIR TECHNOLOGIES INC	CL A	$700K	0.4%Prev: 0.2%	3,840 SH	Increased-64 SH
PEPSICO INC	COM	$380K	0.2%Prev: 0.2%	2,704 SH	Increased+208 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$264K	0.2%	2,623 SH	New
PROCTER AND GAMBLE CO	COM	$265K	0.2%	1,725 SH	New
PROGRESSIVE CORP	COM	$267K	0.2%	1,080 SH	New
QUALCOMM INC	COM	$229K	0.1%	1,374 SH	New
RTX CORPORATION	COM	$474K	0.3%Prev: 0.2%	2,831 SH	Increased+511 SH
SALESFORCE INC	COM	$265K	0.2%	1,120 SH	New
SANOFI SA	SPONSORED ADR	$678K	0.4%	14,357 SH	New
SCHWAB CHARLES CORP	COM	$1.6M	1.0%Prev: 0.7%	17,249 SH	Increased+1,419 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$695K	0.4%Prev: 0.3%	25,449 SH	Increased+6,408 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$23.0M	13.4%Prev: 11.0%	722,280 SH	Increased+65,523 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$21.4M	12.4%Prev: 11.6%	735,542 SH	Decreased+64,538 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$244K	0.1%Prev: 0.2%	8,235 SH	Decreased-2,777 SH
SEI EXCHANGE TRADED FUNDS	ENHANCED LOW VOL	$259K	0.1%	8,100 SH	New
SEI EXCHANGE TRADED FUNDS	ENHANCED US LRG	$5.9M	3.4%	148,113 SH	New
SELECT SECTOR SPDR TR	ENERGY	$1.2M	0.7%	13,484 SH	New
SOUTHERN CO	COM	$249K	0.1%Prev: 0.1%	2,627 SH	Decreased-85 SH
SPDR GOLD TR	GOLD SHS	$262K	0.2%Prev: 0.1%	738 SH	Decreased
SPDR SERIES TRUST	BLOOMBERG INVT	$258K	0.1%	8,366 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$3.2M	1.9%	134,426 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 HI	$524K	0.3%	11,910 SH	New
SPDR SERIES TRUST	RUSSELL YIELD	$259K	0.1%	2,285 SH	New
STANDARD LITHIUM LTD	COM	$134K	0.1%	39,751 SH	New
STARBUCKS CORP	COM	$331K	0.2%	3,907 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$517K	0.3%	1,850 SH	New
TALEN ENERGY CORP	COM	$303K	0.2%Prev: 0.1%	712 SH	Increased+47 SH
TESLA INC	COM	$556K	0.3%Prev: 0.3%	1,250 SH	Decreased-214 SH
UNIFIED SER TR	ONEASCENT CORE P	$909K	0.5%	39,403 SH	New
UNIFIED SER TR	ONEASCENT LARGE	$687K	0.4%	19,743 SH	New
UNILEVER PLC	SPON ADR NEW	$1.0M	0.6%Prev: 0.5%	17,360 SH	Increased+839 SH
VANECK ETF TRUST	IG FLOATING RATE	$261K	0.2%	10,206 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$387K	0.2%Prev: 0.6%	1,186 SH	Decreased-542 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$251K	0.1%	3,378 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$309K	0.2%Prev: 0.2%	1,476 SH	Decreased-31 SH
VANGUARD INDEX FDS	GROWTH ETF	$287K	0.2%Prev: 0.2%	599 SH	Decreased-3,678 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$362K	0.2%	1,231 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$242K	0.1%Prev: 0.1%	1,384 SH	Decreased-130 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$439K	0.3%Prev: 0.3%	5,223 SH	Decreased-1,524 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$282K	0.2%Prev: 0.2%	3,526 SH	Decreased-605 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$249K	0.1%	1,766 SH	New
VEEVA SYS INC	CL A COM	$228K	0.1%	767 SH	New
VISA INC	COM CL A	$1.2M	0.7%Prev: 0.6%	3,383 SH	Decreased-29 SH
VISTRA CORP	COM	$246K	0.1%Prev: 0.1%	1,258 SH	Increased-116 SH
WALMART INC	COM	$563K	0.3%Prev: 0.5%	5,464 SH	Decreased-3,593 SH
WOODSIDE ENERGY GROUP LTD	SPONSORED ADR	$204K	0.1%Prev: 0.1%	13,559 SH	Decreased+85 SH

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $449K
ADVANCED MICRO DEVICES INC — $721K
AIR PRODUCTS AND CHEMICALS I — $247K
AMRIZE LTD — $389K
AON PLC — $498K
ARCHROCK INC — $246K
BANK OF AMER CORP — $246K
BANK OF NY MELLON CORP — $1.2M
BLACKROCK ETF TRUST — $8.3M
CHEVRON CORPORATION — $840K
CISCO SYS INC — $307K
COCA COLA CO — $222K
COSTCO WHOLESALE CORPORATION — $221K
DELTA AIR LINES INC — $212K
FERGUSON ENTERPRISES INC — $344K
INTERCONTINENTAL EXCHANGE IN — $494K
INVESCO EXCH TRD SLF IDX FD — $358K
INVESCO EXCH TRD SLF IDX FD — $257K
INVESCO EXCH TRD SLF IDX FD — $340K
INVESCO EXCH TRD SLF IDX FD — $7.0M
… and 21 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