Meriwether Wealth & Planning, LLC

Est. AUM

$182.0M

13F long equity, this entity only

Positions

125

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LCAP VA ETF	$20.0M	656026	10.99%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$18.7M	641955	10.28%	SOLE
3	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.0M	395588	9.92%	SOLE
4	VANGUARD STAR FDS	VG TL INTL STK F	$7.5M	97026	4.11%	SOLE
5	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$7.5M	380685	4.11%	SOLE
6	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$6.9M	352881	3.79%	SOLE
7	EXXON MOBIL CORP	COM	$6.6M	38796	3.62%	SOLE
8	SCHWAB STRATEGIC TR	US SML CAP ETF	$6.0M	204629	3.27%	SOLE
9	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$5.1M	69920	2.81%	SOLE
10	SEI EXCHANGE TRADED FUNDS	ENHANCED US LRG	$4.7M	128484	2.57%	SOLE
11	JPMORGAN CHASE & CO	COM	$3.7M	12438	2.01%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$3.6M	152560	1.96%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	6290	1.66%	SOLE
14	ALPHABET INC	CAP STK CL C	$2.8M	9610	1.51%	SOLE
15	AMAZON COM INC	COM	$2.5M	11779	1.35%	SOLE
16	SEI EXCHANGE TRADED FUNDS	ENHANCED US LRG	$2.2M	47658	1.19%	SOLE
17	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$2.2M	39297	1.18%	SOLE
18	MICROSOFT CORP	COM	$2.1M	5635	1.15%	SOLE
19	APPLE INC	COM	$1.7M	6762	0.94%	SOLE
20	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	23556	0.83%	SOLE
21	BOOKING HOLDINGS INC	COM	$1.5M	354	0.82%	SOLE
22	CONOCOPHILLIPS	COM	$1.5M	11169	0.81%	SOLE
23	SCHWAB CHARLES CORP	COM	$1.5M	15646	0.81%	SOLE
24	NVIDIA CORPORATION	COM	$1.5M	8373	0.80%	SOLE
25	CATERPILLAR INC	COM	$1.4M	1986	0.77%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.3M	20683	0.70%	SOLE
27	APPLIED MATLS INC	COM	$1.2M	3630	0.68%	SOLE
28	COMCAST CORP NEW	CL A	$1.2M	43143	0.68%	SOLE
29	GENERAL DYNAMICS CORP	COM	$1.2M	3415	0.64%	SOLE
30	LOWES COS INC	COM	$1.1M	4485	0.58%	SOLE
31	CHEVRON CORPORATION	COM	$1.1M	5086	0.58%	SOLE
32	BECTON DICKINSON & CO	COM	$1.1M	6683	0.58%	SOLE
33	VISA INC	COM CL A	$1.0M	3466	0.58%	SOLE
34	BUSINESS FIRST BANCSHARES IN	COM	$1.0M	37583	0.56%	SOLE
35	ENERGY TRANSFER L P	COM UT LTD PTN	$972K	50386	0.53%	SOLE
36	BANK NEW YORK MELLON CORP	COM	$956K	8059	0.53%	SOLE
37	ORACLE CORP	COM	$935K	6359	0.51%	SOLE
38	ANALOG DEVICES INC	COM	$934K	2935	0.51%	SOLE
39	NOVARTIS AG	SPONSORED ADR	$928K	6073	0.51%	SOLE
40	UNILEVER PLC	SPON ADR NEW	$911K	15984	0.50%	SOLE
41	ENTERPRISE PRODS PARTNERS L	COM	$861K	22741	0.47%	SOLE
42	DEERE & CO	COM	$860K	1526	0.47%	SOLE
43	MEDTRONIC PLC	SHS	$852K	9827	0.47%	SOLE
44	ELEVANCE HEALTH INC FORMERLY	COM	$838K	2862	0.46%	SOLE
45	OMNICOM GROUP INC	COM	$837K	11120	0.46%	SOLE
46	SANOFI SA	SPONSORED ADR	$837K	17376	0.46%	SOLE
47	WALMART INC	COM	$809K	6510	0.44%	SOLE
48	MCKESSON CORP	COM	$722K	834	0.40%	SOLE
49	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$720K	3750	0.40%	SOLE
50	CANADIAN PACIFIC KANSAS CITY	COM	$675K	8586	0.37%	SOLE

1–50 of 125

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.