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: $201.7M122 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$613K	0.3%Prev: 0.3%	2,438 SH	Increased-451 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$449K	0.2%	3,606 SH	New
ADVANCED MICRO DEVICES INC	COM	$721K	0.4%	1,241 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$247K	0.1%	842 SH	New
ALPHABET INC	CAP STK CL A	$713K	0.4%Prev: 0.2%	1,995 SH	Increased+197 SH
ALPHABET INC	CAP STK CL C	$3.3M	1.7%Prev: 1.4%	9,427 SH	Increased-3,031 SH
AMAZON COM INC	COM	$2.9M	1.4%Prev: 1.1%	12,207 SH	Increased+4,444 SH
AMGEN INC	COM	$372K	0.2%Prev: 0.2%	1,026 SH	Increased-255 SH
AMRIZE LTD	SHS	$389K	0.2%	7,306 SH	New
ANALOG DEVICES INC	COM	$1.0M	0.5%Prev: 0.6%	2,601 SH	Increased-1,391 SH
AON PLC	SHS CL A	$498K	0.2%	1,501 SH	New
APPLE INC	COM	$2.1M	1.0%Prev: 0.9%	7,105 SH	Increased-59 SH
APPLIED MATLS INC	COM	$2.4M	1.2%Prev: 0.6%	3,258 SH	Increased-1,735 SH
ARCHROCK INC	COM	$246K	0.1%	6,054 SH	New
BANK OF AMER CORP	COM	$246K	0.1%	4,319 SH	New
BANK OF NY MELLON CORP	COM	$1.2M	0.6%	8,020 SH	New
BECTON DICKINSON & CO	COM	$1.1M	0.5%Prev: 0.4%	7,069 SH	Increased+3,139 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	1.6%Prev: 1.6%	6,394 SH	Increased+1,244 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$8.3M	4.1%	122,334 SH	New
BOOKING HOLDINGS INC	COM	$1.7M	0.8%Prev: 1.1%	9,453 SH	Decreased+9,160 SH
BROADCOM INC	COM	$305K	0.2%	807 SH	New
BUSINESS FIRST BANCSHARES IN	COM	$1.1M	0.6%Prev: 0.6%	37,186 SH	Increased-596 SH
CANADIAN PACIFIC KANSAS CITY	COM	$744K	0.4%Prev: 0.4%	8,586 SH	Increased
CATERPILLAR INC	COM	$2.1M	1.0%Prev: 0.4%	1,986 SH	Increased+171 SH
CHEVRON CORPORATION	COM	$840K	0.4%	5,067 SH	New
CISCO SYS INC	COM	$307K	0.2%	2,616 SH	New
COCA COLA CO	COM	$222K	0.1%Prev: 0.2%	2,735 SH	Decreased-746 SH
COMCAST CORP NEW	CL A	$1.0M	0.5%Prev: 0.9%	41,304 SH	Decreased+1,432 SH
CONOCOPHILLIPS	COM	$1.2M	0.6%Prev: 0.6%	11,230 SH	Increased+542 SH
CONSTELLATION ENERGY CORP	COM	$209K	0.1%Prev: 0.2%	842 SH	Decreased-2 SH
COSTCO WHOLESALE CORPORATION	COM	$221K	0.1%	236 SH	New
DEERE & CO	COM	$966K	0.5%Prev: 0.3%	1,523 SH	Increased+444 SH
DELTA AIR LINES INC	COM NEW	$212K	0.1%	2,260 SH	New
DISNEY WALT CO	COM	$209K	0.1%Prev: 0.2%	2,170 SH	Decreased-585 SH
DUKE ENERGY CORP NEW	COM NEW	$287K	0.1%Prev: 0.2%	2,265 SH	Decreased-1,064 SH
ELEVANCE HEALTH INC FORMERLY	COM	$1.0M	0.5%	2,679 SH	New
ELI LILLY & CO	COM	$510K	0.3%Prev: 0.2%	425 SH	Increased-80 SH
ENBRIDGE INC	COM	$396K	0.2%Prev: 0.3%	7,296 SH	Decreased-1,534 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$975K	0.5%Prev: 0.5%	51,011 SH	Increased+4,927 SH
ENTERGY CORP NEW	COM	$244K	0.1%Prev: 0.2%	2,124 SH	Decreased-1,498 SH
ENTERPRISE PRODS PARTNERS L	COM	$836K	0.4%Prev: 0.4%	22,741 SH	Increased+643 SH
EXXON MOBIL CORP	COM	$5.3M	2.6%Prev: 1.4%	38,833 SH	Increased+17,860 SH
FEDEX CORP	COM	$312K	0.2%Prev: 0.2%	996 SH	Increased-85 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$344K	0.2%	1,451 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.3M	9.1%Prev: 9.9%	402,883 SH	Increased+57,691 SH
FORD MTR CO	COM	$284K	0.1%Prev: 0.1%	20,405 SH	Increased+5,219 SH
GENERAL DYNAMICS CORP	COM	$1.2M	0.6%Prev: 0.7%	3,443 SH	Increased-153 SH
INTERCONTINENTAL EXCHANGE IN	COM	$494K	0.2%	4,012 SH	New
INTUITIVE SURGICAL INC	COM NEW	$491K	0.2%Prev: 0.4%	1,235 SH	Decreased+90 SH
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$2.8M	1.4%Prev: 0.4%	46,140 SH	Increased+34,795 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$225K	0.1%Prev: 2.5%	3,000 SH	Decreased-51,598 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$657K	0.3%Prev: 0.4%	29,385 SH	Decreased-57 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$358K	0.2%	19,268 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$268K	0.1%Prev: 0.1%	12,675 SH	Increased+2,825 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$257K	0.1%	9,975 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$402K	0.2%Prev: 3.5%	20,566 SH	Decreased-267,516 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$7.6M	3.7%Prev: 3.9%	385,428 SH	Increased+66,384 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$484K	0.2%Prev: 0.3%	22,260 SH	Decreased-745 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$340K	0.2%	20,411 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$579K	0.3%Prev: 0.4%	25,239 SH	Decreased-19 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$7.0M	3.5%	345,990 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$798K	0.4%Prev: 0.5%	3,750 SH	Increased-250 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$249K	0.1%Prev: 0.2%	4,417 SH	Decreased-1,795 SH
JACKSON FINANCIAL INC	COM CL A	$415K	0.2%Prev: 0.3%	4,050 SH	Increased-569 SH
JPMORGAN CHASE & CO	COM	$4.1M	2.0%	12,539 SH	New
KLA CORP	COM NEW	$900K	0.4%Prev: 0.2%	2,983 SH	Increased+2,674 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$153K	0.1%Prev: 0.1%	26,246 SH	Decreased-11,686 SH
LOWES COS INC	COM	$987K	0.5%Prev: 0.5%	4,475 SH	Increased+907 SH
MARTIN MIDSTREAM PRTNRS L P	UNIT L P INT	$24K	0.0%Prev: 0.0%	10,557 SH	Decreased+522 SH
MARVELL TECHNOLOGY INC	COM	$269K	0.1%	902 SH	New
MASTERCARD INCORPORATED	CL A	$262K	0.1%Prev: 0.3%	511 SH	Decreased-246 SH
MCKESSON CORP	COM	$632K	0.3%Prev: 0.6%	836 SH	Decreased-396 SH
MEDTRONIC PLC	SHS	$973K	0.5%Prev: 0.5%	12,444 SH	Increased+2,829 SH
META PLATFORMS INC	CL A	$324K	0.2%Prev: 0.3%	575 SH	Decreased+19 SH
MICRON TECHNOLOGY INC	COM	$874K	0.4%	757 SH	New
MICROSOFT CORP	COM	$2.2M	1.1%Prev: 1.7%	5,809 SH	Decreased+259 SH
NOVARTIS AG	SPONSORED ADR	$961K	0.5%Prev: 0.7%	6,134 SH	Decreased-3,358 SH
NVIDIA CORPORATION	COM	$1.7M	0.8%Prev: 0.8%	8,528 SH	Increased+807 SH
OKLO INC	COM CL A	$240K	0.1%Prev: 0.1%	4,580 SH	Increased+465 SH
OMNICOM GROUP INC	COM	$815K	0.4%Prev: 0.3%	11,193 SH	Increased+3,927 SH
ORACLE CORP	COM	$867K	0.4%Prev: 1.3%	5,919 SH	Decreased-3,922 SH
PALANTIR TECHNOLOGIES INC	CL A	$455K	0.2%Prev: 0.3%	3,904 SH	Decreased+211 SH
PEPSICO INC	COM	$338K	0.2%Prev: 0.3%	2,496 SH	Decreased-625 SH
PFIZER INC	COM	$211K	0.1%Prev: 0.1%	8,780 SH	Increased+165 SH
PROCTER & GAMBLE CO	COM	$252K	0.1%	1,720 SH	New
RTX CORPORATION	COM	$440K	0.2%Prev: 0.3%	2,320 SH	Increased-547 SH
SCHWAB CHARLES CORP	COM	$1.5M	0.7%Prev: 1.0%	15,830 SH	Decreased-1,491 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$604K	0.3%Prev: 0.6%	19,041 SH	Decreased-16,320 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$22.2M	11.0%Prev: 12.7%	656,757 SH	Increased-36,555 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$23.4M	11.6%Prev: 12.1%	671,004 SH	Increased-24,289 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$406K	0.2%Prev: 0.1%	11,012 SH	Increased+3,166 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$7.2M	3.6%	199,923 SH	New
SEI EXCHANGE TRADED FUNDS	HIGH YIELD BOND	$804K	0.4%	31,945 SH	New
SEI EXCHANGE TRADED FUNDS	QIM US LARGE CAP	$3.1M	1.5%	55,153 SH	New
SEI EXCHANGE TRADED FUNDS	QIM US LARGE VAL	$392K	0.2%	8,167 SH	New
SEI EXCHANGE TRADED FUNDS	QIM US LARGE VOL	$265K	0.1%	8,100 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.1M	0.5%	20,147 SH	New
SOUTHERN CO	COM	$260K	0.1%Prev: 0.1%	2,712 SH	Increased+170 SH
SPDR GOLD TR	GOLD SHS	$272K	0.1%Prev: 0.1%	738 SH	Increased
SPDR SERIES TRUST	ST PORT HIGH ETF	$3.6M	1.8%	155,345 SH	New
SPDR SERIES TRUST	ST STR R1K YLD	$227K	0.1%	1,773 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$440K	0.2%	9,221 SH	New
STANDARD LITHIUM CORP	COM	$142K	0.1%	51,545 SH	New
STRATEGY SHS	EVENTIDE US MRKT	$447K	0.2%	14,579 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$670K	0.3%	1,402 SH	New
TALEN ENERGY CORP	COM	$256K	0.1%	665 SH	New
TESLA INC	COM	$616K	0.3%Prev: 0.3%	1,464 SH	Increased+174 SH
THERMO FISHER SCIENTIFIC INC	COM	$414K	0.2%	825 SH	New
TYLER TECHNOLOGIES INC	COM	$439K	0.2%	1,500 SH	New
UNILEVER PLC	SPON ADR NEW	$993K	0.5%Prev: 0.7%	16,521 SH	Decreased-726 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.1M	0.6%Prev: 0.2%	1,728 SH	Increased+542 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$371K	0.2%Prev: 0.2%	1,507 SH	Increased+32 SH
VANGUARD INDEX FDS	GROWTH ETF	$368K	0.2%Prev: 0.2%	4,277 SH	Increased+3,678 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$299K	0.1%Prev: 0.1%	1,514 SH	Increased+130 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$558K	0.3%Prev: 0.3%	6,747 SH	Increased+1,524 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$326K	0.2%Prev: 0.2%	4,131 SH	Increased+605 SH
VANGUARD STAR FDS	VG TL INTL STK F	$11.6M	5.8%	135,861 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	0.9%	26,805 SH	New
VISA INC	COM CL A	$1.2M	0.6%Prev: 0.8%	3,412 SH	Decreased-28 SH
VISTRA CORP	COM	$218K	0.1%Prev: 0.1%	1,374 SH	Increased+257 SH
WALMART INC	COM	$1.0M	0.5%Prev: 0.3%	9,057 SH	Increased+3,609 SH
WOODSIDE ENERGY GROUP LTD	SPONSORED ADR	$260K	0.1%Prev: 0.1%	13,474 SH	Increased+890 SH

Sold (vs prior filing)

ADOBE INC — $244K
AIR PRODS & CHEMS INC — $352K
ALIBABA GROUP HLDG LTD — $288K
AUTODESK INC — $220K
BANK AMERICA CORP — $921K
BANK NEW YORK MELLON CORP — $1.2M
CAPITAL ONE FINL CORP — $211K
CARMAX INC — $1.2M
CHEVRON CORP NEW — $1.2M
COSTCO WHSL CORP NEW — $241K
DIMENSIONAL ETF TRUST — $4.9M
EBAY INC. — $632K
ELEVANCE HEALTH INC — $827K
FARMLAND PARTNERS INC — $117K
GENUINE PARTS CO — $204K
INVESCO EXCH TRD SLF IDX FD — $250K
INVESCO EXCH TRD SLF IDX FD — $367K
IQVIA HLDGS INC — $262K
JPMORGAN CHASE & CO. — $4.3M
LAMAR ADVERTISING CO NEW — $290K
… and 25 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