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CIK: 0002055554
Total reported value
$201.7M
$201.7M
127 檔
36.3%
According to the latest 13F quarterly dataset, Meriwether Wealth & Planning, LLC managed an equity portfolio of $201.7M at the end of Q3 2025, spanning 127 distinct U.S. exchange-listed positions.
Meriwether Wealth & Planning, LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 9 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.35% | +0.78% | +4.18% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 12.41% | +0.62% | +5.79% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.51% | -0.80% | +2.86% | |
| 4 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.74% | -0.34% | +2.69% | |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.37% | -3.58% | +3.18% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.14% | — | +3.09% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.66% | +0.03% | -1.65% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.65% | -0.98% | +93.09% | |
| 9 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 2.55% | -2.56% | EXIT | |
| 10 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.44% | -2.69% | +5.07% | |
| 11 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.86% | -0.14% | +3.22% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.79% | -0.06% | +19.53% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.77% | +0.14% | +0.63% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.07% | -6.63% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +0.10% | +27.24% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.08% | -3.69% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.95% | -0.09% | -0.42% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.05% | +5.69% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.88% | +0.02% | -4.44% | |
| 20 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.84% | +0.05% | -1.95% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.08% | -50.11% | |
| 22 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.73% | -0.03% | +3.47% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.16% | -0.94% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 0.71% | -0.04% | -0.06% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.70% | -0.16% | -9.68% | |
| 26 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 0.69% | +0.35% | +80.20% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | +0.01% | -1.66% | |
| 28 | IDMO | Invesco S&p International De | ETF-Other | 0.66% | +0.20% | +85.61% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.61% | +0.49% | +2.22% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | — | +3.06% | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 0.60% | — | +0.66% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 0.58% | — | +1.75% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.57% | -0.18% | -22.07% | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.55% | -0.09% | -0.73% | |
| 35 | OACP | Oneascent Core Plus Bond ETF | ETF-Other | 0.53% | — | +0.03% | |
| 36 | COP | Conocophillips | Stock-Energy | 0.52% | -0.23% | -10.47% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | +0.01% | -1.50% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.09% | +0.11% | |
| 39 | BFST | Business First Bancshares | Stock-Other | 0.51% | +0.01% | -0.53% | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.48% | -0.05% | +13.18% | |
| 41 | ET | Energy Transfer LP | Stock-Energy | 0.48% | -0.05% | +4.30% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.28% | -5.18% | |
| 43 | OMC | Omnicom Group | Stock-Comm Services | 0.47% | -0.06% | +36.48% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | +0.01% | — | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.41% | -0.06% | +2.26% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.07% | +3.98% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.40% | -0.02% | -28.03% | |
| 48 | OALC | Oneascent Large Cap Core | ETF-Large Cap & Growth | 0.40% | — | -2.41% | |
| 49 | SNY | Sanofi-adr | Stock-Healthcare | 0.39% | -0.46% | EXIT | |
| 50 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.39% | -0.03% | +0.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +2.4% | +4.18% | Add |
| 2 | SEIQ | Sei Qim US Large Cap Quality | +0.9% | +5.04% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.9% | +93.09% | Add |
| 4 | SCHV | Schwab US Large-cap Value | +0.8% | +5.79% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | +0.63% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | +5.69% | Add |
| 7 | AMAT | Applied Materials Inc | +0.3% | +2.22% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | +27.24% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | +3.98% | Add |
| 10 | MSFT | Microsoft CORP | +0.1% | -6.63% | Trim |
| 11 | OMC | Omnicom Group | +0.1% | +36.48% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -1.65% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | -3.69% | Add |
| 14 | BNY | Bank Of New York Mellon CORP | +0.1% | -1.95% | Trim |
| 15 | SCHW | Schwab (charles) CORP | +0.1% | -0.42% | Trim |
| 16 | SPHY | Ss Spdr P High Yield ETF | -0.1% | +3.22% | Add |
| 17 | BSCQ | Invesco Bulletshares 2026 Cb | -0.2% | +3.18% | Add |
| 18 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | -0.2% | -29.78% | Trim |
| 19 | ELV | Elevance Health Inc | -0.2% | -7.43% | Trim |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | -0.3% | +2.69% | Add |
| 21 | OACP | Oneascent Core Plus Bond ETF | -0.3% | +0.03% | Trim |
| 22 | CMCSA | Comcast Corp-class A | -0.4% | -22.07% | Trim |
| 23 | CVX | Chevron CORP | -0.4% | -0.94% | Trim |
| 24 | EBAY | Ebay Inc | -0.4% | -28.67% | Trim |
| 25 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -28.03% | Trim |
| 26 | XLE | Ss Energy Select Sector | -0.4% | -9.68% | Trim |
| 27 | KMX | Carmax Inc | -0.5% | -18.35% | Trim |
| 28 | FLTR | Vaneck Ig Floating Rate ETF | -0.5% | -19.66% | Trim |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.5% | -19.56% | Trim |
| 30 | MINT | Pimco Enhanced Short Maturit | -0.5% | -18.49% | Trim |
| 31 | FBND | Fidelity Total Bond ETF | -0.9% | +2.86% | Add |
| 32 | SEIM | Sei Qim US Large Cap Momentu | -0.9% | +80.20% | Trim |
| 33 | DFAS | Dimensional US Small Cap ETF | -1.1% | +3.09% | Trim |
| 34 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | New buy |
| 35 | IDMO | Invesco S&p International De | — | NEW | New buy |
| 36 | OKLO | Oklo Inc | — | NEW | New buy |
| 37 | IQV | Iqvia Holdings Inc | — | EXIT | Sold out |
| 38 | FDN | First Trust Dj Internet Ind | — | EXIT | Sold out |
| 39 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 40 | TLN | Talen Energy CORP | — | NEW | New buy |
| 41 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 42 | CEG | Constellation Energy | — | NEW | New buy |
| 43 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 44 | CHKP | Check Point Software Technologies Ltd. | — | EXIT | Sold out |
| 45 | AMT | American Tower CORP | — | EXIT | Sold out |
| 46 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 47 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 48 | VST | Vistra CORP | — | NEW | New buy |
| 49 | NUHY | Nuveen Esg Hi Yld CORP Bnd | — | EXIT | Sold out |
| 50 | PFE | Pfizer Inc | — | EXIT | Sold out |
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 Q3 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 36.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPLV
市值: $4.2M
Top Position Liquidated / Trimmed
IQV
前期市值: $453.4K
During Q3 2025, Meriwether Wealth & Planning, LLC's top holdings by market value included SCHG (13.3%)、SCHV (12.4%)、FBND (9.5%). The largest single position, SCHG, represented 13.3% of total portfolio value.
In Q3 2025, Meriwether Wealth & Planning, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 15 positions, trimming 18 holdings, and fully liquidating 9 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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