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: $177.3M118 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$586K	0.3%Prev: 0.4%	2,566 SH	Decreased-211 SH
ADVANCED MICRO DEVICES INC	COM	$260K	0.1%	1,215 SH	New
AIR PRODS & CHEMS INC	COM	$224K	0.1%Prev: 0.2%	905 SH	Decreased-168 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$293K	0.2%Prev: 0.2%	1,996 SH	Decreased-354 SH
ALPHABET INC	CAP STK CL A	$581K	0.3%Prev: 0.3%	1,855 SH	Increased-23 SH
ALPHABET INC	CAP STK CL C	$3.2M	1.8%Prev: 1.8%	10,353 SH	Increased-2,184 SH
AMAZON COM INC	COM	$2.2M	1.2%Prev: 1.3%	9,342 SH	Decreased-536 SH
AMGEN INC	COM	$350K	0.2%Prev: 0.2%	1,068 SH	Increased-73 SH
ANALOG DEVICES INC	COM	$1.0M	0.6%Prev: 0.6%	3,731 SH	Increased-331 SH
APPLE INC	COM	$1.8M	1.0%Prev: 1.0%	6,630 SH	Increased-270 SH
APPLIED MATLS INC	COM	$1.0M	0.6%Prev: 0.6%	4,039 SH	Decreased-1,065 SH
BANK AMERICA CORP	COM	$1.1M	0.6%Prev: 0.6%	19,471 SH	Increased-597 SH
BANK NEW YORK MELLON CORP	COM	$1.3M	0.7%Prev: 0.8%	10,897 SH	Decreased-2,345 SH
BECTON DICKINSON & CO	COM	$867K	0.5%Prev: 0.5%	4,468 SH	Increased+20 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.1M	1.7%Prev: 1.8%	6,150 SH	Decreased-6 SH
BOOKING HOLDINGS INC	COM	$1.5M	0.8%Prev: 0.9%	276 SH	Decreased-4 SH
BROADCOM INC	COM	$254K	0.1%Prev: 0.1%	734 SH	Increased+41 SH
BUSINESS FIRST BANCSHARES IN	COM	$982K	0.6%Prev: 0.5%	37,583 SH	Increased
CANADIAN PACIFIC KANSAS CITY	COM	$632K	0.4%Prev: 0.4%	8,586 SH	Decreased
CAPITAL ONE FINL CORP	COM	$233K	0.1%Prev: 0.1%	963 SH	Increased-41 SH
CARMAX INC	COM	$861K	0.5%Prev: 0.4%	22,295 SH	Increased+8,301 SH
CATERPILLAR INC	COM	$1.1M	0.6%Prev: 0.5%	1,988 SH	Increased+267 SH
CHEVRON CORP NEW	COM	$752K	0.4%Prev: 0.7%	4,937 SH	Decreased-3,085 SH
CISCO SYS INC	COM	$201K	0.1%	2,603 SH	New
COMCAST CORP NEW	CL A	$1.2M	0.7%Prev: 0.6%	40,449 SH	Increased+9,377 SH
CONOCOPHILLIPS	COM	$1.0M	0.6%Prev: 0.5%	10,945 SH	Increased+1,376 SH
CONSTELLATION ENERGY CORP	COM	$299K	0.2%Prev: 0.2%	846 SH	Increased
COSTCO WHSL CORP NEW	COM	$203K	0.1%Prev: 0.1%	235 SH	Decreased-1 SH
DEERE & CO	COM	$711K	0.4%Prev: 0.3%	1,527 SH	Increased+448 SH
DISNEY WALT CO	COM	$300K	0.2%Prev: 0.2%	2,639 SH	Decreased-70 SH
DUKE ENERGY CORP NEW	COM NEW	$325K	0.2%Prev: 0.2%	2,774 SH	Decreased-451 SH
EBAY INC.	COM	$480K	0.3%Prev: 0.3%	5,513 SH	Decreased-544 SH
ELEVANCE HEALTH INC FORMERLY	COM	$682K	0.4%Prev: 0.4%	1,946 SH	Increased-23 SH
ELI LILLY & CO	COM	$463K	0.3%Prev: 0.2%	431 SH	Increased-9 SH
ENBRIDGE INC	COM	$353K	0.2%Prev: 0.2%	7,387 SH	Decreased-631 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$847K	0.5%Prev: 0.5%	51,386 SH	Increased+3,320 SH
ENTERGY CORP NEW	COM	$221K	0.1%Prev: 0.2%	2,393 SH	Decreased-1,181 SH
ENTERPRISE PRODS PARTNERS L	COM	$724K	0.4%Prev: 0.4%	22,598 SH	Increased
EXXON MOBIL CORP	COM	$4.8M	2.7%Prev: 2.6%	39,895 SH	Increased-601 SH
FEDEX CORP	COM	$289K	0.2%Prev: 0.1%	1,000 SH	Increased
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$16.7M	9.4%Prev: 9.5%	362,417 SH	Increased+7,365 SH
FORD MTR CO	COM	$233K	0.1%Prev: 0.1%	17,731 SH	Increased+2,430 SH
GENERAL DYNAMICS CORP	COM	$1.2M	0.7%Prev: 0.7%	3,450 SH	Decreased-144 SH
INTUITIVE SURGICAL INC	COM NEW	$681K	0.4%Prev: 0.3%	1,203 SH	Increased-1 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$1.7M	1.0%Prev: 0.7%	30,821 SH	Increased+9,763 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$4.4M	2.5%Prev: 2.4%	61,293 SH	Increased+3,925 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$670K	0.4%Prev: 0.4%	29,620 SH	Decreased+29 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$221K	0.1%Prev: 0.1%	10,287 SH	Increased+293 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$219K	0.1%	8,397 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$6.2M	3.5%Prev: 3.4%	314,561 SH	Increased+17,309 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$6.7M	3.8%Prev: 3.7%	339,508 SH	Increased+11,890 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$495K	0.3%Prev: 0.3%	22,496 SH	Decreased-658 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$593K	0.3%Prev: 0.3%	25,427 SH	Decreased+23 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$766K	0.4%Prev: 0.4%	4,000 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$268K	0.2%Prev: 0.2%	4,678 SH	Decreased-539 SH
JACKSON FINANCIAL INC	COM CL A	$432K	0.2%Prev: 0.2%	4,050 SH	Increased-102 SH
JPMORGAN CHASE & CO.	COM	$4.4M	2.5%Prev: 2.7%	13,577 SH	Decreased-981 SH
KLA CORP	COM NEW	$362K	0.2%Prev: 0.2%	298 SH	Increased-11 SH
LAMAR ADVERTISING CO NEW	CL A	$242K	0.1%Prev: 0.1%	1,912 SH	Increased-59 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$157K	0.1%Prev: 0.1%	29,614 SH	Decreased-6,714 SH
LOWES COS INC	COM	$1.1M	0.6%Prev: 0.5%	4,569 SH	Increased+997 SH
MARTIN MIDSTREAM PRTNRS L P	UNIT L P INT	$27K	0.0%Prev: 0.0%	10,283 SH	Decreased+144 SH
MASTERCARD INCORPORATED	CL A	$371K	0.2%Prev: 0.2%	650 SH	Decreased-102 SH
MCKESSON CORP	COM	$914K	0.5%Prev: 0.5%	1,114 SH	Decreased-109 SH
MEDTRONIC PLC	SHS	$921K	0.5%Prev: 0.5%	9,588 SH	Increased+117 SH
META PLATFORMS INC	CL A	$376K	0.2%Prev: 0.2%	569 SH	Decreased+3 SH
MICROSOFT CORP	COM	$2.4M	1.4%Prev: 1.6%	4,963 SH	Decreased-219 SH
NEXTERA ENERGY INC	COM	$230K	0.1%Prev: 0.1%	2,859 SH	Decreased-419 SH
NOVARTIS AG	SPONSORED ADR	$1.3M	0.7%Prev: 0.7%	9,509 SH	Increased-312 SH
NRG ENERGY INC	COM NEW	$221K	0.1%Prev: 0.1%	1,388 SH	Decreased-3 SH
NVIDIA CORPORATION	COM	$1.5M	0.8%Prev: 0.9%	7,991 SH	Decreased-169 SH
OKLO INC	COM CL A	$326K	0.2%Prev: 0.3%	4,545 SH	Decreased+120 SH
OMNICOM GROUP INC	COM	$819K	0.5%Prev: 0.5%	10,139 SH	Increased+222 SH
ORACLE CORP	COM	$1.0M	0.6%Prev: 0.8%	5,219 SH	Decreased+309 SH
PALANTIR TECHNOLOGIES INC	CL A	$661K	0.4%Prev: 0.4%	3,721 SH	Decreased-119 SH
PEPSICO INC	COM	$386K	0.2%Prev: 0.2%	2,687 SH	Increased-17 SH
PFIZER INC	COM	$273K	0.2%	10,947 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$259K	0.1%Prev: 0.2%	2,585 SH	Decreased-38 SH
PROCTER AND GAMBLE CO	COM	$249K	0.1%Prev: 0.2%	1,739 SH	Decreased+14 SH
QUALCOMM INC	COM	$205K	0.1%Prev: 0.1%	1,197 SH	Decreased-177 SH
RTX CORPORATION	COM	$458K	0.3%Prev: 0.3%	2,499 SH	Decreased-332 SH
SALESFORCE INC	COM	$269K	0.2%Prev: 0.2%	1,016 SH	Increased-104 SH
SANOFI SA	SPONSORED ADR	$779K	0.4%Prev: 0.4%	16,083 SH	Increased+1,726 SH
SCHWAB CHARLES CORP	COM	$1.6M	0.9%Prev: 1.0%	16,506 SH	Increased-743 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$601K	0.3%Prev: 0.4%	21,897 SH	Decreased-3,552 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$23.5M	13.3%Prev: 13.4%	721,921 SH	Increased-359 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$22.6M	12.8%Prev: 12.4%	763,768 SH	Increased+28,226 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$258K	0.1%Prev: 0.1%	8,590 SH	Increased+355 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.6M	3.1%	195,943 SH	New
SEI EXCHANGE TRADED FUNDS	ENHANCED LOW VOL	$262K	0.1%Prev: 0.1%	8,100 SH	Increased
SEI EXCHANGE TRADED FUNDS	ENHANCED US LRG	$6.8M	3.8%Prev: 3.4%	166,024 SH	Increased+17,911 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$916K	0.5%	20,480 SH	New
SOUTHERN CO	COM	$230K	0.1%Prev: 0.1%	2,642 SH	Decreased+15 SH
SPDR GOLD TR	GOLD SHS	$292K	0.2%Prev: 0.2%	738 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$4.2M	2.4%	160,909 SH	New
STANDARD LITHIUM LTD	COM	$206K	0.1%Prev: 0.1%	46,098 SH	Increased+6,347 SH
STARBUCKS CORP	COM	$272K	0.2%Prev: 0.2%	3,234 SH	Decreased-673 SH
STRATEGY SHS	EVENTIDE US MRKT	$316K	0.2%	11,750 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$509K	0.3%Prev: 0.3%	1,675 SH	Decreased-175 SH
TALEN ENERGY CORP	COM	$250K	0.1%Prev: 0.2%	667 SH	Decreased-45 SH
TESLA INC	COM	$537K	0.3%Prev: 0.3%	1,194 SH	Decreased-56 SH
TYLER TECHNOLOGIES INC	COM	$681K	0.4%	1,500 SH	New
UNIFIED SER TR	ONEASCENT CORE P	$1.0M	0.6%Prev: 0.5%	43,820 SH	Increased+4,417 SH
UNIFIED SER TR	ONEASCENT LARGE	$616K	0.3%Prev: 0.4%	17,386 SH	Decreased-2,357 SH
UNILEVER PLC	SPON ADR NEW	$1.0M	0.6%Prev: 0.6%	15,884 SH	Increased-1,476 SH
VANECK ETF TRUST	IG FLOATING RATE	$257K	0.1%Prev: 0.2%	10,074 SH	Decreased-132 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$448K	0.3%Prev: 0.2%	1,243 SH	Increased+57 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$252K	0.1%Prev: 0.1%	3,400 SH	Increased+22 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$309K	0.2%Prev: 0.2%	1,476 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$326K	0.2%Prev: 0.2%	668 SH	Increased+69 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$245K	0.1%Prev: 0.1%	1,384 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$453K	0.3%Prev: 0.3%	5,408 SH	Increased+185 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$281K	0.2%Prev: 0.2%	3,526 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.7%	20,243 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$253K	0.1%Prev: 0.1%	1,766 SH	Increased
VISA INC	COM CL A	$1.1M	0.6%Prev: 0.7%	2,999 SH	Decreased-384 SH
WALMART INC	COM	$716K	0.4%Prev: 0.3%	6,425 SH	Increased+961 SH
WOODSIDE ENERGY GROUP LTD	SPONSORED ADR	$180K	0.1%Prev: 0.1%	11,559 SH	Decreased-2,000 SH

Sold (vs prior filing)

AUTODESK INC — $234K
CENCORA INC — $204K
DIMENSIONAL ETF TRUST — $5.4M
FARMLAND PARTNERS INC — $110K
GENUINE PARTS CO — $205K
INVESCO EXCH TRD SLF IDX FD — $254K
INVESCO EXCH TRD SLF IDX FD — $370K
KIMBERLY-CLARK CORP — $214K
PROGRESSIVE CORP — $267K
SELECT SECTOR SPDR TR — $1.2M
SPDR SERIES TRUST — $258K
SPDR SERIES TRUST — $3.2M
SPDR SERIES TRUST — $524K
SPDR SERIES TRUST — $259K
VANGUARD INDEX FDS — $362K
VEEVA SYS INC — $228K
VISTRA CORP — $246K

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