Meriwether Wealth & Planning, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$182.6M
Q ending 2026-03-31
Prior quarter
$177.3M
Q ending 2025-12-31
Change
+3.0% QoQ · +19.1% YoY
Positions
126
reported holdings
Largest positions
Top 100 of 126 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHV | Shares | $20.0M | 656K |
| Schwab Strategic Tr | SCHG | Shares | $18.7M | 642K |
| Fidelity Merrimack Str Tr | FBND | Shares | $18.0M | 396K |
| Vanguard Star Fds | VXUS | Shares | $7.5M | 97K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $7.5M | 381K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $6.9M | 353K |
| Exxon Mobil Corp | XOM | Shares | $6.6M | 39K |
| Schwab Strategic Tr | SCHA | Shares | $6.0M | 205K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $5.1M | 70K |
| Sei Exchange Traded Funds | SEIQ | Shares | $4.7M | 128K |
| Jpmorgan Chase & Co | JPM | Shares | $3.7M | 12K |
| Spdr Series Trust | SPHY | Shares | $3.6M | 153K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.0M | 6K |
| Alphabet Inc | GOOG | Shares | $2.8M | 10K |
| Amazon Com Inc | AMZN | Shares | $2.5M | 12K |
| Sei Exchange Traded Funds | SEIM | Shares | $2.2M | 48K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $2.2M | 39K |
| Microsoft Corp | MSFT | Shares | $2.1M | 6K |
| Apple Inc | AAPL | Shares | $1.7M | 7K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.5M | 24K |
| Booking Holdings Inc | BKNG | Shares | $1.5M | 354 |
| Conocophillips | COP | Shares | $1.5M | 11K |
| Schwab Charles Corp | SCHW | Shares | $1.5M | 16K |
| Nvidia Corporation | NVDA | Shares | $1.5M | 8K |
| Caterpillar Inc | CAT | Shares | $1.4M | 2K |
| Select Sector Spdr Tr | XLE | Shares | $1.3M | 21K |
| Applied Matls Inc | AMAT | Shares | $1.2M | 4K |
| Comcast Corp New | CMCSA | Shares | $1.2M | 43K |
| General Dynamics Corp | GD | Shares | $1.2M | 3K |
| Lowes Cos Inc | LOW | Shares | $1.1M | 4K |
| Chevron Corporation | CVX | Shares | $1.1M | 5K |
| Becton Dickinson & Co | BDX | Shares | $1.1M | 7K |
| Visa Inc | V | Shares | $1.0M | 3K |
| Business First Bancshares In | BFST | Shares | $1.0M | 38K |
| Energy Transfer L P | ET | Shares | $972K | 50K |
| Bank New York Mellon Corp | BNY | Shares | $956K | 8K |
| Oracle Corp | ORCL | Shares | $935K | 6K |
| Analog Devices Inc | ADI | Shares | $934K | 3K |
| Novartis Ag | NVS | Shares | $928K | 6K |
| Unilever Plc | UL | Shares | $911K | 16K |
| Enterprise Prods Partners L | EPD | Shares | $861K | 23K |
| Deere & Co | DE | Shares | $860K | 2K |
| Medtronic Plc | Shares | $852K | 10K | |
| Elevance Health Inc Formerly | ELV | Shares | $838K | 3K |
| Omnicom Group Inc | OMC | Shares | $837K | 11K |
| Sanofi Sa | SNY | Shares | $837K | 17K |
| Walmart Inc | WMT | Shares | $809K | 7K |
| Mckesson Corp | MCK | Shares | $722K | 834 |
| Invesco Exchange Traded Fd T | RSP | Shares | $720K | 4K |
| Canadian Pacific Kansas City | CP | Shares | $675K | 9K |
| Invesco Exch Trd Slf Idx Fd | BSJR | Shares | $657K | 29K |
| Alphabet Inc | GOOGL | Shares | $588K | 2K |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $585K | 25K |
| Schwab Strategic Tr | SCHD | Shares | $580K | 19K |
| Intuitive Surgical Inc | ISRG | Shares | $570K | 1K |
| Palantir Technologies Inc | PLTR | Shares | $543K | 4K |
| Abbvie Inc | ABBV | Shares | $537K | 2K |
| Aon Plc | Shares | $527K | 2K | |
| Vanguard Scottsdale Fds | VCIT | Shares | $526K | 6K |
| Tyler Technologies Inc | TYL | Shares | $514K | 2K |
| Tesla Inc | TSLA | Shares | $513K | 1K |
| Invesco Exch Trd Slf Idx Fd | BSJS | Shares | $483K | 22K |
| Taiwan Semiconductor Manufac | TSM | Shares | $483K | 1K |
| Vaneck Etf Trust | SMH | Shares | $479K | 1K |
| Rtx Corporation | RTX | Shares | $451K | 2K |
| Amrize Ltd | Shares | $451K | 8K | |
| Kla Corp | KLAC | Shares | $439K | 298 |
| Pepsico Inc | PEP | Shares | $431K | 3K |
| Jackson Financial Inc | JXN | Shares | $428K | 4K |
| Spdr Series Trust | SPYD | Shares | $417K | 9K |
| Thermo Fisher Scientific Inc | TMO | Shares | $408K | 830 |
| Enbridge Inc | ENB | Shares | $399K | 7K |
| Eli Lilly & Co | LLY | Shares | $398K | 433 |
| Accenture Plc Ireland | Shares | $394K | 2K | |
| Strategy Shs | ESUM | Shares | $386K | 15K |
| Amgen Inc | AMGN | Shares | $365K | 1K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $361K | 18K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $361K | 19K |
| Fedex Corp | FDX | Shares | $355K | 998 |
| Duke Energy Corp New | DUK | Shares | $354K | 3K |
| Invesco Exch Trd Slf Idx Fd | BSCU | Shares | $342K | 20K |
| Sei Exchange Traded Funds | SEIV | Shares | $339K | 8K |
| Ferguson Enterprises Inc | FERG | Shares | $337K | 1K |
| Vanguard Scottsdale Fds | VCSH | Shares | $327K | 4K |
| Meta Platforms Inc | META | Shares | $327K | 571 |
| Pfizer Inc | PFE | Shares | $325K | 12K |
| Spdr Gold Tr | GLD | Shares | $318K | 738 |
| Vanguard Index Fds | VXF | Shares | $309K | 2K |
| Vanguard Index Fds | VUG | Shares | $305K | 698 |
| Woodside Energy Group Ltd | WDS | Shares | $295K | 12K |
| Mastercard Incorporated | MA | Shares | $283K | 566 |
| Starbucks Corp | SBUX | Shares | $280K | 3K |
| Schwab Strategic Tr | SCHM | Shares | $275K | 9K |
| Invesco Exch Trd Slf Idx Fd | BSJT | Shares | $267K | 13K |
| Advanced Micro Devices Inc | AMD | Shares | $263K | 1K |
| Micron Technology Inc | MU | Shares | $263K | 778 |
| Sei Exchange Traded Funds | SELV | Shares | $262K | 8K |
| Vanguard Whitehall Fds | VYM | Shares | $262K | 2K |
| Vanguard Index Fds | VOE | Shares | $259K | 1K |
| Entergy Corp New | ETR | Shares | $259K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.