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CIK: 0002055554
Total reported value
$221.6M
$221.6M
127 檔
33.0%
According to the latest 13F quarterly dataset, Meriwether Wealth & Planning, LLC managed an equity portfolio of $221.6M 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 17 new positions while fully exiting 13 holdings and trimming 60 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.35% | +0.16% | +4.18% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 12.41% | -1.06% | +5.79% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.51% | -3.95% | +2.86% | |
| 4 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.74% | -0.22% | +2.69% | |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.37% | -0.03% | +3.18% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.14% | +0.03% | NEW | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.66% | -0.17% | -1.65% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.65% | -2.63% | EXIT | |
| 9 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 2.55% | — | +5.04% | |
| 10 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.44% | -0.11% | EXIT | |
| 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% | -0.15% | +19.53% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.77% | -0.21% | +0.63% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | +0.26% | -6.63% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | -0.11% | +27.24% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.04% | -3.69% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.95% | -0.03% | -0.42% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | — | +5.69% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.88% | -0.15% | -4.44% | |
| 20 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.84% | -0.13% | -1.95% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.07% | -50.11% | |
| 22 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.73% | -0.16% | +3.47% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.72% | +0.02% | -0.94% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 0.71% | -0.13% | -0.06% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.70% | +0.02% | -9.68% | |
| 26 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 0.69% | -0.09% | +80.20% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | -0.04% | -1.66% | |
| 28 | IDMO | Invesco S&p International De | ETF-Other | 0.66% | +0.01% | +85.61% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.61% | -0.38% | +2.22% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | -0.02% | +3.06% | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 0.60% | — | +0.66% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 0.58% | -0.05% | +1.75% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.57% | -0.08% | -22.07% | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.55% | +0.01% | -0.73% | |
| 35 | OACP | Oneascent Core Plus Bond ETF | ETF-Other | 0.53% | — | +0.03% | |
| 36 | COP | Conocophillips | Stock-Energy | 0.52% | +0.05% | -10.47% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | -0.02% | -1.50% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.12% | +0.11% | |
| 39 | BFST | Business First Bancshares | Stock-Other | 0.51% | -0.07% | -0.53% | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.48% | +0.04% | +13.18% | |
| 41 | ET | Energy Transfer LP | Stock-Energy | 0.48% | +0.02% | +4.30% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | -0.33% | -5.18% | |
| 43 | OMC | Omnicom Group | Stock-Comm Services | 0.47% | -0.03% | +36.48% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.05% | — | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.41% | -0.02% | +2.26% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | +0.09% | +3.98% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.40% | -0.03% | -28.03% | |
| 48 | OALC | Oneascent Large Cap Core | ETF-Large Cap & Growth | 0.40% | +0.04% | NEW | |
| 49 | SNY | Sanofi-adr | Stock-Healthcare | 0.39% | — | +2.92% | |
| 50 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.39% | -0.06% | +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 | TSLA | Tesla Inc | +0.1% | -3.10% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | -5.18% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.45% | Add |
| 16 | AAPL | Apple Inc | +0.1% | -3.69% | Add |
| 17 | BNY | Bank Of New York Mellon CORP | +0.1% | -1.95% | Trim |
| 18 | GD | General Dynamics CORP | +0.1% | -0.06% | Trim |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -18.43% | Trim |
| 20 | SCHW | Schwab (charles) CORP | +0.1% | -0.42% | Trim |
| 21 | KLAC | Kla CORP | +0.1% | — | Trim |
| 22 | SLI | Standard Lithium LTD | +0.1% | +5.10% | Add |
| 23 | BAC | Bank Of America CORP | 0% | +3.06% | Trim |
| 24 | ADI | Analog Devices Inc | 0% | +1.75% | Trim |
| 25 | META | Meta Platforms Inc-class A | 0% | +1.80% | Add |
| 26 | VUG | Vanguard Growth ETF | 0% | — | Add |
| 27 | NVS | Novartis Ag-sponsored Adr | 0% | +3.47% | Add |
| 28 | WMT | Walmart Inc | 0% | +0.29% | Add |
| 29 | BABA | Alibaba Group Holding-sp Adr | 0% | -7.59% | Trim |
| 30 | VXF | Vanguard Extended Market ETF | 0% | +0.07% | Add |
| 31 | BSCP | Invesco Bulletshares 2025 Cb | 0% | +1.37% | Add |
| 32 | F | Ford Motor Co | 0% | +0.76% | Add |
| 33 | RTX | Rtx CORP | 0% | -1.26% | Trim |
| 34 | VOT | Vanguard Mid-cap Growth ETF | 0% | — | Unchanged |
| 35 | PGR | Progressive CORP | 0% | +5.16% | Add |
| 36 | SEIV | Sei Qim US Large Cap Value A | 0% | — | Unchanged |
| 37 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 38 | SCHM | Schwab US Mid Cap ETF | 0% | +4.96% | Add |
| 39 | MCK | Mckesson CORP | — | -0.73% | Trim |
| 40 | VOE | Vanguard Mid-cap Value ETF | — | — | Unchanged |
| 41 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 42 | BSJS | Invesco Bulletshares 2028 Hy | 0% | +0.65% | Add |
| 43 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 44 | NEE | Nextera Energy Inc | 0% | +1.55% | Add |
| 45 | SO | Southern Co/the | 0% | +3.34% | Add |
| 46 | SELV | Sei Qim US Large Cap Low Vol | 0% | — | Unchanged |
| 47 | FPI | Farmland Partners Inc | 0% | — | Unchanged |
| 48 | ISRG | Intuitive Surgical Inc | 0% | +5.15% | Add |
| 49 | JXN | Jackson Financial Inc-a | 0% | -10.11% | Trim |
| 50 | BSJP | Invesco Bulletshares 2025 Hy | 0% | +0.93% | Add |
According to official SEC Form 13F filings, Meriwether Wealth & Planning, LLC reported a total U.S. public equity portfolio value of $221.6M 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 33.0% 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 131 total portfolio adjustments, initiating 17 new buys, adding to 41 positions, trimming 60 holdings, and fully liquidating 13 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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