13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002055554
Total reported value
$201.7M
$201.7M
127 檔
33.3%
During the Q2 2025 filing period, Meriwether Wealth & Planning, LLC (CIK: 0002055554) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $201.7M across 127 reported positions.
During Q2 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 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.69% | +0.78% | +3.87% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 12.06% | +0.62% | +4.09% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.90% | -0.80% | -0.72% | |
| 4 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.93% | -0.34% | +1.67% | |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.52% | -3.58% | +2.82% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.07% | — | -29.84% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.69% | +0.03% | -7.09% | |
| 8 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 2.52% | -2.56% | EXIT | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.49% | -2.69% | — | |
| 10 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.94% | -0.14% | +2.24% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.07% | -5.13% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | -0.06% | -9.62% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -0.98% | -6.19% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | +0.14% | +2.96% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.35% | -0.08% | -0.97% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | +0.10% | +3.42% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.06% | +0.02% | -5.79% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.99% | -0.09% | -2.23% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.08% | +8.81% | |
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.89% | -0.18% | +3.37% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.16% | -20.34% | |
| 22 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.77% | +0.05% | -5.86% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.01% | -10.30% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.05% | +1.91% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.16% | -21.36% | |
| 26 | KMX | Carmax Inc | Stock-Consumer Disc | 0.72% | — | +7.90% | |
| 27 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.72% | -0.03% | -2.42% | |
| 28 | UL | Unilever PLC | Stock-Consumer Staples | 0.66% | — | -2.43% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.66% | -0.04% | -1.96% | |
| 30 | COP | Conocophillips | Stock-Energy | 0.60% | -0.23% | +2.71% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 0.60% | — | -2.73% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.59% | -0.02% | -21.67% | |
| 33 | BFST | Business First Bancshares | Stock-Other | 0.58% | +0.01% | +0.28% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | — | -4.74% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.57% | +0.49% | +73.49% | |
| 36 | MCK | Mckesson CORP | Stock-Healthcare | 0.57% | -0.09% | -1.68% | |
| 37 | OACP | Oneascent Core Plus Bond ETF | ETF-Other | 0.56% | — | -31.24% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.53% | +0.01% | -6.99% | |
| 39 | ET | Energy Transfer LP | Stock-Energy | 0.52% | -0.05% | +3.64% | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 0.52% | +0.05% | -0.79% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.50% | -0.09% | -0.94% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | +0.01% | — | |
| 43 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.45% | -0.01% | -7.54% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.28% | -0.17% | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.43% | -0.06% | — | |
| 46 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.43% | — | -0.54% | |
| 47 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.42% | -0.05% | -0.20% | |
| 48 | SNY | Sanofi-adr | Stock-Healthcare | 0.42% | -0.46% | EXIT | |
| 49 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.42% | -0.03% | +2.94% | |
| 50 | OALC | Oneascent Large Cap Core | ETF-Large Cap & Growth | 0.41% | — | -19.36% |
According to official SEC Form 13F filings, Meriwether Wealth & Planning, LLC reported a total U.S. public equity portfolio value of $201.7M across 127 disclosed positions in Q2 2025.
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 33.3% of total reported equity market value during Q2 2025.
During Q2 2025, Meriwether Wealth & Planning, LLC's top holdings by market value included SCHG (12.7%)、SCHV (12.1%)、FBND (9.9%). The largest single position, SCHG, represented 12.7% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.