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CIK: 0002055554
Total reported value
$221.6M
$221.6M
117 檔
27.4%
According to the latest 13F quarterly dataset, Meriwether Wealth & Planning, LLC managed an equity portfolio of $221.6M at the end of Q4 2024, spanning 117 distinct U.S. exchange-listed positions.
During Q4 2024, Meriwether Wealth & Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.48% | +0.16% | — | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 10.21% | -1.06% | — | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.97% | -3.95% | — | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 7.34% | — | — | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.23% | +0.03% | NEW | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.63% | -0.17% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.01% | -0.15% | — | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.86% | -0.14% | — | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | -2.63% | EXIT | |
| 10 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 1.60% | -0.09% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | +0.26% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | -0.21% | — | |
| 13 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 1.40% | — | — | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.32% | -0.07% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | -0.11% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.04% | — | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.16% | -0.15% | — | |
| 18 | OACP | Oneascent Core Plus Bond ETF | ETF-Other | 1.14% | — | — | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.06% | +0.02% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | -0.04% | — | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 0.86% | +0.02% | — | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.85% | -0.08% | — | |
| 23 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.84% | +3.72% | NEW | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.84% | -0.03% | — | |
| 25 | KMX | Carmax Inc | Stock-Consumer Disc | 0.81% | — | NEW | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.79% | -0.03% | — | |
| 27 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.79% | — | NEW | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.79% | — | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | — | — | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.12% | — | |
| 31 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.70% | -0.13% | — | |
| 32 | BFST | Business First Bancshares | Stock-Other | 0.69% | -0.07% | — | |
| 33 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.67% | +0.04% | NEW | |
| 34 | COP | Conocophillips | Stock-Energy | 0.64% | +0.05% | — | |
| 35 | UL | Unilever PLC | Stock-Consumer Staples | 0.63% | — | — | |
| 36 | ET | Energy Transfer LP | Stock-Energy | 0.62% | +0.02% | — | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.58% | -0.16% | — | |
| 38 | OALC | Oneascent Large Cap Core | ETF-Large Cap & Growth | 0.57% | +0.04% | NEW | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.57% | -0.02% | — | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.57% | -0.13% | — | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | -0.02% | — | |
| 42 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.55% | +0.04% | — | |
| 43 | ADI | Analog Devices Inc | Stock-Tech | 0.53% | -0.05% | — | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.51% | -0.02% | — | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | -0.05% | — | |
| 46 | EPD | Enterprise Products Partners | Stock-Energy | 0.50% | -0.02% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | -0.33% | — | |
| 48 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.47% | -0.04% | — | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.45% | +0.01% | — | |
| 50 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.44% | -0.04% | — |
According to official SEC Form 13F filings, Meriwether Wealth & Planning, LLC reported a total U.S. public equity portfolio value of $221.6M across 117 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SCHV, FBND) accounted for 27.4% of total reported equity market value during Q4 2024.
During Q4 2024, Meriwether Wealth & Planning, LLC's top holdings by market value included SCHG (11.5%)、SCHV (10.2%)、FBND (10.0%). The largest single position, SCHG, represented 11.5% of total portfolio value.
In Q4 2024, Meriwether Wealth & Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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