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: $182.6M122 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$537K	0.3%Prev: 0.4%	2,467 SH	Decreased-478 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$394K	0.2%	1,986 SH	New
ADVANCED MICRO DEVICES INC	COM	$263K	0.1%	1,295 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$222K	0.1%	764 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$250K	0.1%Prev: 0.2%	1,993 SH	Decreased-598 SH
ALPHABET INC	CAP STK CL A	$588K	0.3%Prev: 0.2%	2,046 SH	Increased+253 SH
ALPHABET INC	CAP STK CL C	$2.8M	1.5%Prev: 1.2%	9,610 SH	Increased-2,490 SH
AMAZON COM INC	COM	$2.5M	1.3%Prev: 0.9%	11,779 SH	Increased+4,273 SH
AMGEN INC	COM	$365K	0.2%Prev: 0.3%	1,037 SH	Decreased-608 SH
AMRIZE LTD	SHS	$451K	0.2%	8,042 SH	New
ANALOG DEVICES INC	COM	$934K	0.5%Prev: 0.5%	2,935 SH	Increased-1,169 SH
AON PLC	SHS CL A	$527K	0.3%	1,632 SH	New
APPLE INC	COM	$1.7M	0.9%Prev: 1.0%	6,762 SH	Increased+178 SH
APPLIED MATLS INC	COM	$1.2M	0.7%Prev: 0.3%	3,630 SH	Increased+752 SH
BANK AMERICA CORP	COM	$213K	0.1%Prev: 0.6%	4,378 SH	Decreased-16,063 SH
BANK NEW YORK MELLON CORP	COM	$956K	0.5%Prev: 0.8%	8,059 SH	Decreased-6,286 SH
BECTON DICKINSON & CO	COM	$1.1M	0.6%Prev: 0.6%	6,683 SH	Increased+2,745 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	1.7%Prev: 2.0%	6,290 SH	Decreased+592 SH
BOOKING HOLDINGS INC	COM	$1.5M	0.8%Prev: 0.9%	354 SH	Increased+43 SH
BROADCOM INC	COM	$258K	0.1%	833 SH	New
BUSINESS FIRST BANCSHARES IN	COM	$1.0M	0.6%Prev: 0.6%	37,583 SH	Increased-93 SH
CANADIAN PACIFIC KANSAS CITY	COM	$675K	0.4%Prev: 0.4%	8,586 SH	Increased-47 SH
CATERPILLAR INC	COM	$1.4M	0.8%Prev: 0.4%	1,986 SH	Increased+168 SH
CHEVRON CORPORATION	COM	$1.1M	0.6%	5,086 SH	New
CISCO SYS INC	COM	$206K	0.1%	2,658 SH	New
COCA COLA CO	COM	$211K	0.1%Prev: 0.2%	2,777 SH	Decreased-1,401 SH
COMCAST CORP NEW	CL A	$1.2M	0.7%Prev: 0.9%	43,143 SH	Decreased+4,571 SH
CONOCOPHILLIPS	COM	$1.5M	0.8%Prev: 0.7%	11,169 SH	Increased+763 SH
CONSTELLATION ENERGY CORP	COM	$236K	0.1%	845 SH	New
COSTCO WHOLESALE CORPORATION	COM	$236K	0.1%	237 SH	New
DEERE & CO	COM	$860K	0.5%Prev: 0.3%	1,526 SH	Increased+452 SH
DISNEY WALT CO	COM	$212K	0.1%Prev: 0.2%	2,200 SH	Decreased-1,011 SH
DUKE ENERGY CORP NEW	COM NEW	$354K	0.2%Prev: 0.3%	2,704 SH	Decreased-1,055 SH
ELEVANCE HEALTH INC FORMERLY	COM	$838K	0.5%	2,862 SH	New
ELI LILLY & CO	COM	$398K	0.2%Prev: 0.3%	433 SH	Decreased-69 SH
ENBRIDGE INC	COM	$399K	0.2%Prev: 0.3%	7,366 SH	Decreased-3,082 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$972K	0.5%Prev: 0.5%	50,386 SH	Increased+5,920 SH
ENTERGY CORP NEW	COM	$259K	0.1%Prev: 0.3%	2,301 SH	Decreased-2,601 SH
ENTERPRISE PRODS PARTNERS L	COM	$861K	0.5%Prev: 0.5%	22,741 SH	Increased+643 SH
EXXON MOBIL CORP	COM	$6.6M	3.6%Prev: 1.7%	38,796 SH	Increased+16,440 SH
FEDEX CORP	COM	$355K	0.2%Prev: 0.2%	998 SH	Increased-164 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$337K	0.2%	1,445 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.0M	9.9%Prev: 10.4%	395,588 SH	Increased+47,896 SH
FORD MTR CO	COM	$212K	0.1%Prev: 0.1%	18,338 SH	Increased+4,137 SH
GENERAL DYNAMICS CORP	COM	$1.2M	0.6%Prev: 0.7%	3,415 SH	Increased-253 SH
INTUITIVE SURGICAL INC	COM NEW	$570K	0.3%Prev: 0.3%	1,237 SH	Increased+214 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$2.2M	1.2%	39,297 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$5.1M	2.8%	69,920 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$657K	0.4%Prev: 0.4%	29,385 SH	Increased+783 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$361K	0.2%	19,338 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$267K	0.1%	12,675 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$255K	0.1%	9,975 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$6.9M	3.8%Prev: 3.6%	352,881 SH	Increased+72,699 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$7.5M	4.1%Prev: 4.0%	380,685 SH	Increased+66,885 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$483K	0.3%Prev: 0.3%	22,260 SH	Increased+124 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$342K	0.2%	20,479 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$585K	0.3%Prev: 0.4%	25,239 SH	Increased+796 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$361K	0.2%	17,698 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$720K	0.4%Prev: 0.5%	3,750 SH	Increased-250 SH
IQVIA HLDGS INC	COM	$211K	0.1%Prev: 0.3%	1,239 SH	Decreased-1,333 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$245K	0.1%Prev: 0.2%	4,324 SH	Decreased-1,517 SH
JACKSON FINANCIAL INC	COM CL A	$428K	0.2%Prev: 0.3%	4,050 SH	Increased-680 SH
JPMORGAN CHASE & CO	COM	$3.7M	2.0%	12,438 SH	New
KLA CORP	COM NEW	$439K	0.2%Prev: 0.1%	298 SH	Increased-12 SH
LAMAR ADVERTISING CO	CL A	$240K	0.1%	1,893 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$132K	0.1%Prev: 0.1%	26,244 SH	Decreased-29,035 SH
LOWES COS INC	COM	$1.1M	0.6%Prev: 0.5%	4,485 SH	Increased+883 SH
MARTIN MIDSTREAM PRTNRS L P	UNIT L P INT	$29K	0.0%	10,374 SH	New
MASTERCARD INCORPORATED	CL A	$283K	0.2%Prev: 0.3%	566 SH	Decreased-302 SH
MCKESSON CORP	COM	$722K	0.4%Prev: 0.6%	834 SH	Decreased-419 SH
MEDTRONIC PLC	SHS	$852K	0.5%Prev: 0.6%	9,827 SH	Decreased-511 SH
META PLATFORMS INC	CL A	$327K	0.2%Prev: 0.2%	571 SH	Increased+17 SH
MICRON TECHNOLOGY INC	COM	$263K	0.1%	778 SH	New
MICROSOFT CORP	COM	$2.1M	1.1%Prev: 1.4%	5,635 SH	Decreased-215 SH
NEXTERA ENERGY INC	COM	$228K	0.1%Prev: 0.1%	2,459 SH	Decreased-767 SH
NOVARTIS AG	SPONSORED ADR	$928K	0.5%Prev: 0.7%	6,073 SH	Decreased-3,654 SH
NRG ENERGY INC	COM NEW	$206K	0.1%	1,408 SH	New
NVIDIA CORPORATION	COM	$1.5M	0.8%Prev: 0.5%	8,373 SH	Increased+797 SH
OKLO INC	COM CL A	$226K	0.1%	4,560 SH	New
OMNICOM GROUP INC	COM	$837K	0.5%Prev: 0.3%	11,120 SH	Increased+4,702 SH
ORACLE CORP	COM	$935K	0.5%Prev: 0.9%	6,359 SH	Decreased-3,578 SH
PALANTIR TECHNOLOGIES INC	CL A	$543K	0.3%Prev: 0.2%	3,714 SH	Increased+214 SH
PEPSICO INC	COM	$431K	0.2%Prev: 0.3%	2,777 SH	Increased-9 SH
PFIZER INC	COM	$325K	0.2%Prev: 0.2%	11,579 SH	Increased+2,279 SH
PROCTER & GAMBLE CO	COM	$241K	0.1%	1,670 SH	New
RTX CORPORATION	COM	$451K	0.2%Prev: 0.3%	2,337 SH	Increased-636 SH
SALESFORCE INC	COM	$206K	0.1%Prev: 0.2%	1,106 SH	Decreased+148 SH
SANOFI SA	SPONSORED ADR	$837K	0.5%	17,376 SH	New
SCHWAB CHARLES CORP	COM	$1.5M	0.8%Prev: 0.9%	15,646 SH	Increased-2,070 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$580K	0.3%Prev: 0.8%	18,910 SH	Decreased-26,235 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$18.7M	10.2%Prev: 10.9%	641,955 SH	Increased-25,557 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$20.0M	11.0%Prev: 11.6%	656,026 SH	Increased-11,976 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$275K	0.2%Prev: 0.1%	8,872 SH	Increased+1,138 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$6.0M	3.3%	204,629 SH	New
SEI EXCHANGE TRADED FUNDS	ENHANCED LOW VOL	$262K	0.1%Prev: 0.2%	8,100 SH	Increased
SEI EXCHANGE TRADED FUNDS	ENHANCED US LRG	$7.2M	3.9%Prev: 3.4%	184,309 SH	Increased+38,086 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.3M	0.7%	20,683 SH	New
SOUTHERN CO	COM	$257K	0.1%Prev: 0.2%	2,662 SH	Increased+120 SH
SPDR GOLD TR	GOLD SHS	$318K	0.2%Prev: 0.1%	738 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$4.2M	2.3%	163,475 SH	New
STANDARD LITHIUM LTD	COM	$176K	0.1%Prev: 0.0%	51,545 SH	Increased+13,724 SH
STARBUCKS CORP	COM	$280K	0.2%Prev: 0.3%	3,122 SH	Decreased-1,588 SH
STRATEGY SHS	EVENTIDE US MRKT	$386K	0.2%	14,743 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$483K	0.3%	1,428 SH	New
TALEN ENERGY CORP	COM	$213K	0.1%	667 SH	New
TESLA INC	COM	$513K	0.3%Prev: 0.2%	1,379 SH	Increased+134 SH
THERMO FISHER SCIENTIFIC INC	COM	$408K	0.2%	830 SH	New
TYLER TECHNOLOGIES INC	COM	$514K	0.3%	1,500 SH	New
UNILEVER PLC	SPON ADR NEW	$911K	0.5%Prev: 0.7%	15,984 SH	Decreased-1,692 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$479K	0.3%	1,250 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$250K	0.1%	3,400 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$309K	0.2%Prev: 0.2%	1,500 SH	Increased+51 SH
VANGUARD INDEX FDS	GROWTH ETF	$305K	0.2%Prev: 0.1%	698 SH	Increased+130 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$259K	0.1%Prev: 0.1%	1,405 SH	Increased+21 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$526K	0.3%Prev: 0.3%	6,361 SH	Increased+1,138 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$327K	0.2%Prev: 0.2%	4,131 SH	Increased+535 SH
VANGUARD STAR FDS	VG TL INTL STK F	$7.5M	4.1%	97,026 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.8%	23,556 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$262K	0.1%Prev: 0.1%	1,766 SH	Increased
VISA INC	COM CL A	$1.0M	0.6%Prev: 0.9%	3,466 SH	Decreased-369 SH
WALMART INC	COM	$809K	0.4%Prev: 0.3%	6,510 SH	Increased+1,061 SH
WOODSIDE ENERGY GROUP LTD	SPONSORED ADR	$295K	0.2%Prev: 0.1%	12,371 SH	Increased-2,513 SH

Sold (vs prior filing)

ADOBE INC — $262K
AIR PRODS & CHEMS INC — $398K
AMERICAN TOWER CORP NEW — $259K
CARMAX INC — $1.2M
CHECK POINT SOFTWARE TECH LT — $260K
CHEVRON CORP NEW — $1.7M
COSTCO WHSL CORP NEW — $240K
DIMENSIONAL ETF TRUST — $6.5M
EBAY INC. — $1.1M
ELEVANCE HEALTH INC — $933K
FARMLAND PARTNERS INC — $113K
FIRST TR EXCHANGE-TRADED FD — $389K
GENUINE PARTS CO — $247K
GSK PLC — $209K
INVESCO EXCH TRD SLF IDX FD — $207K
INVESCO EXCH TRD SLF IDX FD — $348K
JPMORGAN CHASE & CO. — $3.9M
LAMAR ADVERTISING CO NEW — $327K
MORGAN STANLEY ETF TRUST — $225K
NUSHARES ETF TR — $238K
… and 18 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