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CIK: 0002055554
Total reported value
$201.7M
$201.7M
123 檔
31.3%
As reported in its official Q1 2025 Form 13F filing, Meriwether Wealth & Planning, LLC's tracked investment portfolio stood at $201.7M with 123 total positions.
During Q1 2025, 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 | SCHV | Schwab US Large-cap Value | ETF-Other | 11.59% | +0.62% | +21.46% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.91% | +0.78% | +15.39% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 10.36% | -0.80% | +11.41% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.27% | — | +20.05% | |
| 5 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 4.01% | -0.34% | — | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.56% | -3.58% | — | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.55% | +0.03% | +3.56% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.98% | -0.06% | -8.33% | |
| 9 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.95% | -0.14% | +14.35% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.73% | -0.98% | +6.56% | |
| 11 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 1.61% | -2.56% | EXIT | |
| 12 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 1.59% | +0.35% | +15.93% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.07% | +14.64% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | +0.14% | +7.17% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.14% | -0.16% | +32.83% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.16% | +0.03% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.08% | -2.46% | |
| 18 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.93% | +0.02% | -5.47% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.10% | -2.58% | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.93% | -0.18% | +21.64% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.91% | -0.08% | -10.68% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.90% | -0.09% | +11.73% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.01% | -18.21% | |
| 24 | OACP | Oneascent Core Plus Bond ETF | ETF-Other | 0.85% | — | -19.54% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.82% | -0.02% | +10.95% | |
| 26 | KMX | Carmax Inc | Stock-Consumer Disc | 0.81% | — | +14.35% | |
| 27 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.79% | +0.05% | +11.94% | |
| 28 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.73% | — | +9.31% | |
| 29 | COP | Conocophillips | Stock-Energy | 0.71% | -0.23% | +14.72% | |
| 30 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.71% | -0.03% | +15.36% | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 0.69% | — | +13.83% | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.65% | -0.04% | +21.22% | |
| 33 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.64% | — | -16.82% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.64% | — | -11.75% | |
| 35 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.64% | — | -11.94% | |
| 36 | ELV | Elevance Health Inc | Stock-Healthcare | 0.61% | +0.05% | +33.67% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.61% | +0.01% | +15.11% | |
| 38 | BFST | Business First Bancshares | Stock-Other | 0.60% | +0.01% | +0.09% | |
| 39 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.59% | -0.05% | +16.30% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | — | +16.32% | |
| 41 | MCK | Mckesson CORP | Stock-Healthcare | 0.55% | -0.09% | +12.58% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.55% | -0.09% | -10.35% | |
| 43 | ADI | Analog Devices Inc | Stock-Tech | 0.54% | — | +16.66% | |
| 44 | ET | Energy Transfer LP | Stock-Energy | 0.54% | -0.05% | +0.68% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.05% | -5.48% | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.53% | -0.01% | +21.03% | |
| 47 | SNY | Sanofi-adr | Stock-Healthcare | 0.51% | -0.46% | EXIT | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.49% | -0.06% | -0.36% | |
| 49 | OALC | Oneascent Large Cap Core | ETF-Large Cap & Growth | 0.47% | — | -7.53% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.45% | +0.01% | — |
According to official SEC Form 13F filings, Meriwether Wealth & Planning, LLC reported a total U.S. public equity portfolio value of $201.7M across 123 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHV, SCHG, FBND) accounted for 31.3% of total reported equity market value during Q1 2025.
During Q1 2025, Meriwether Wealth & Planning, LLC's top holdings by market value included SCHV (11.6%)、SCHG (10.9%)、FBND (10.4%). The largest single position, SCHV, represented 11.6% of total portfolio value.
In Q1 2025, 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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