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CIK: 0002055554
Total reported value
$221.6M
$221.6M
123 檔
34.2%
As reported in its official Q4 2025 Form 13F filing, Meriwether Wealth & Planning, LLC's tracked investment portfolio stood at $221.6M with 123 total positions.
In Q4 2025, Meriwether Wealth & Planning, LLC adopted a defensive or profit-taking posture, trimming 61 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.28% | +0.16% | -0.05% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 12.75% | -1.06% | +3.84% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.41% | -3.95% | +2.07% | |
| 4 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.78% | -0.22% | +3.63% | |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.47% | -0.03% | +5.82% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.15% | -0.47% | — | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.71% | -2.63% | EXIT | |
| 8 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 2.65% | — | +6.03% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.47% | -0.11% | EXIT | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.47% | -0.17% | -6.74% | |
| 11 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.87% | -0.14% | +4.41% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.83% | -0.21% | -17.42% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.15% | -0.10% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | +0.26% | -4.23% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | -0.11% | -5.43% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.04% | -3.91% | |
| 17 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 0.97% | -0.09% | +42.25% | |
| 18 | IDMO | Invesco S&p International De | ETF-Other | 0.97% | +0.01% | +46.36% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.93% | -0.03% | -4.31% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | — | -2.07% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.83% | -0.15% | -1.43% | |
| 22 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.74% | -0.16% | -3.18% | |
| 23 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.71% | -0.13% | -17.71% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | -0.09% | — | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.68% | -0.08% | +30.18% | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 0.66% | -0.13% | -4.01% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | -0.33% | +15.51% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.12% | +27.91% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | -0.02% | -2.97% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.04% | -11.35% | |
| 31 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.59% | -0.04% | — | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.59% | -0.38% | -20.87% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.58% | +0.05% | +14.38% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.07% | +6.29% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.57% | -0.05% | -8.15% | |
| 36 | OACP | Oneascent Core Plus Bond ETF | ETF-Other | 0.57% | — | +11.21% | |
| 37 | BFST | Business First Bancshares | Stock-Other | 0.55% | -0.07% | — | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | -0.02% | +1.24% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.52% | +0.02% | +51.88% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.52% | +0.01% | -8.91% | |
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.49% | +0.04% | +0.45% | |
| 42 | KMX | Carmax Inc | Stock-Consumer Disc | 0.49% | — | NEW | |
| 43 | ET | Energy Transfer LP | Stock-Energy | 0.48% | +0.02% | +6.91% | |
| 44 | OMC | Omnicom Group | Stock-Comm Services | 0.46% | -0.03% | +2.24% | |
| 45 | SNY | Sanofi-adr | Stock-Healthcare | 0.44% | — | +12.02% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | -0.05% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.42% | +0.02% | -38.46% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.41% | -0.02% | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | +0.04% | +17.59% | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.40% | -0.02% | +41.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | +0.3% | +3.84% | Add |
| 2 | IDMO | Invesco S&p International De | +0.3% | +46.36% | Add |
| 3 | SEIM | Sei Qim US Large Cap Momentu | +0.3% | +42.25% | Add |
| 4 | CAT | Caterpillar Inc | +0.2% | +15.51% | Add |
| 5 | KMX | Carmax Inc | +0.1% | +59.32% | Add |
| 6 | CMCSA | Comcast Corp-class A | +0.1% | +30.18% | Add |
| 7 | DE | Deere & Co | +0.1% | +41.52% | Add |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +5.82% | Add |
| 9 | SEIQ | Sei Qim US Large Cap Quality | +0.1% | +6.03% | Add |
| 10 | LOW | Lowe's Cos Inc | +0.1% | +27.91% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +17.59% | Add |
| 12 | ISRG | Intuitive Surgical Inc | +0.1% | -0.08% | Trim |
| 13 | LLY | Eli Lilly & Co | +0.1% | -2.05% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.22% | Trim |
| 15 | XOM | Exxon Mobil CORP | +0.1% | -1.48% | Trim |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -17.42% | Trim |
| 17 | COP | Conocophillips | +0.1% | +14.38% | Add |
| 18 | SNY | Sanofi-adr | +0.1% | +12.02% | Add |
| 19 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +3.63% | Add |
| 20 | OACP | Oneascent Core Plus Bond ETF | 0% | +11.21% | Add |
| 21 | BFST | Business First Bancshares | 0% | — | Unchanged |
| 22 | SLI | Standard Lithium LTD | 0% | +15.97% | Add |
| 23 | SPLV | Invesco S&p 500 Low Volatili | 0% | +6.84% | Add |
| 24 | SMH | Vaneck Semiconductor ETF | 0% | +4.81% | Add |
| 25 | FDX | Fedex CORP | 0% | — | Unchanged |
| 26 | F | Ford Motor Co | 0% | +15.88% | Add |
| 27 | SPHY | Ss Spdr P High Yield ETF | 0% | +4.41% | Add |
| 28 | NVS | Novartis Ag-sponsored Adr | 0% | -3.18% | Trim |
| 29 | ELV | Elevance Health Inc | 0% | -1.17% | Trim |
| 30 | VUG | Vanguard Growth ETF | 0% | +11.52% | Add |
| 31 | BDX | Becton Dickinson And Co | 0% | +0.45% | Add |
| 32 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 33 | KLAC | Kla CORP | 0% | -3.56% | Trim |
| 34 | AMGN | Amgen Inc | 0% | -6.40% | Trim |
| 35 | AVGO | Broadcom Inc | 0% | +5.92% | Add |
| 36 | SEIV | Sei Qim US Large Cap Value A | 0% | — | Unchanged |
| 37 | CEG | Constellation Energy | 0% | — | Unchanged |
| 38 | COF | Capital One Financial CORP | 0% | -4.08% | Trim |
| 39 | SCHM | Schwab US Mid Cap ETF | 0% | +4.31% | Add |
| 40 | VCIT | Vanguard Int-term Corporate | 0% | +3.54% | Add |
| 41 | AAPL | Apple Inc | — | -3.91% | Trim |
| 42 | BAC | Bank Of America CORP | — | -2.97% | Trim |
| 43 | ET | Energy Transfer LP | — | +6.91% | Add |
| 44 | MDT | Medtronic plc | — | +1.24% | Add |
| 45 | EPD | Enterprise Products Partners | — | — | Unchanged |
| 46 | JXN | Jackson Financial Inc-a | — | -2.46% | Trim |
| 47 | PEP | Pepsico Inc | — | -0.63% | Trim |
| 48 | BSJT | Invesco Bulletshares 2029 Hy | — | +2.93% | Add |
| 49 | MINT | Pimco Enhanced Short Maturit | — | -1.45% | Trim |
| 50 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Meriwether Wealth & Planning, LLC reported a total U.S. public equity portfolio value of $221.6M across 123 disclosed positions in Q4 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 34.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHA
市值: $5.6M
Top Position Liquidated / Trimmed
DFAS
前期市值: $5.4M
During Q4 2025, Meriwether Wealth & Planning, LLC's top holdings by market value included SCHG (13.3%)、SCHV (12.8%)、FBND (9.4%). The largest single position, SCHG, represented 13.3% of total portfolio value.
In Q4 2025, Meriwether Wealth & Planning, LLC made 123 total portfolio adjustments, initiating 9 new buys, adding to 40 positions, trimming 61 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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