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CIK: 0002055554
Total reported value
$201.7M
$201.7M
123 檔
37.5%
As reported in its official Q4 2025 Form 13F filing, Meriwether Wealth & Planning, LLC's tracked investment portfolio stood at $201.7M with 123 total positions.
Meriwether Wealth & Planning, LLC executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 12 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.28% | +0.78% | -0.05% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 12.75% | +0.62% | +3.84% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.41% | -0.80% | +2.07% | |
| 4 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.78% | -0.34% | +3.63% | |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.47% | -3.58% | +5.82% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.15% | +0.32% | — | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.71% | -0.98% | -1.48% | |
| 8 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 2.65% | -2.56% | EXIT | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.47% | -2.69% | +6.84% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.47% | +0.03% | -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% | +0.14% | -17.42% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.06% | -0.10% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.07% | -4.23% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.10% | -5.43% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.08% | -3.91% | |
| 17 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 0.97% | +0.35% | +42.25% | |
| 18 | IDMO | Invesco S&p International De | ETF-Other | 0.97% | +0.20% | +46.36% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.93% | -0.09% | -4.31% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.05% | -2.07% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.83% | +0.02% | -1.43% | |
| 22 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.74% | -0.03% | -3.18% | |
| 23 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.71% | +0.05% | -17.71% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | +0.12% | — | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.68% | -0.18% | +30.18% | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 0.66% | -0.04% | -4.01% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.28% | +15.51% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.09% | +27.91% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | — | -2.97% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.01% | -11.35% | |
| 31 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.59% | -0.01% | — | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.59% | +0.49% | -20.87% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.58% | -0.23% | +14.38% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.08% | +6.29% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.57% | — | -8.15% | |
| 36 | OACP | Oneascent Core Plus Bond ETF | ETF-Other | 0.57% | — | +11.21% | |
| 37 | BFST | Business First Bancshares | Stock-Other | 0.55% | +0.01% | — | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | +0.01% | +1.24% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.52% | -0.16% | +51.88% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.52% | -0.09% | -8.91% | |
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.49% | -0.05% | +0.45% | |
| 42 | KMX | Carmax Inc | Stock-Consumer Disc | 0.49% | — | +59.32% | |
| 43 | ET | Energy Transfer LP | Stock-Energy | 0.48% | -0.05% | +6.91% | |
| 44 | OMC | Omnicom Group | Stock-Comm Services | 0.46% | -0.06% | +2.24% | |
| 45 | SNY | Sanofi-adr | Stock-Healthcare | 0.44% | -0.46% | EXIT | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | +0.01% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.16% | -38.46% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.41% | -0.06% | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | +0.07% | +17.59% | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.40% | +0.01% | +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 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +3.63% | Add |
| 19 | SPLV | Invesco S&p 500 Low Volatili | 0% | +6.84% | Add |
| 20 | SCHG | Schwab US Large-cap Growth | -0.1% | -0.05% | Trim |
| 21 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -15.06% | Trim |
| 22 | FBND | Fidelity Total Bond ETF | -0.1% | +2.07% | Add |
| 23 | OKLO | Oklo Inc | -0.1% | +2.71% | Add |
| 24 | BNY | Bank Of New York Mellon CORP | -0.1% | -17.71% | Trim |
| 25 | XLE | Ss Energy Select Sector | -0.2% | +51.88% | Add |
| 26 | JPM | Jpmorgan Chase & Co | -0.2% | -6.74% | Trim |
| 27 | MSFT | Microsoft CORP | -0.2% | -4.23% | Trim |
| 28 | ORCL | Oracle CORP | -0.2% | +6.29% | Add |
| 29 | CVX | Chevron CORP | -0.3% | -38.46% | Trim |
| 30 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 31 | DFAS | Dimensional US Small Cap ETF | — | EXIT | Sold out |
| 32 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 33 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 34 | UL | Unilever PLC | — | EXIT | Sold out |
| 35 | TYL | Tyler Technologies Inc | — | NEW | New buy |
| 36 | BSJP | Invesco Bulletshares 2025 Hy | — | EXIT | Sold out |
| 37 | VOT | Vanguard Mid-cap Growth ETF | — | EXIT | Sold out |
| 38 | ESUM | Eventide US Market ETF | — | NEW | New buy |
| 39 | PFE | Pfizer Inc | — | NEW | New buy |
| 40 | PGR | Progressive CORP | — | EXIT | Sold out |
| 41 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 42 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 43 | VST | Vistra CORP | — | EXIT | Sold out |
| 44 | ADSK | Autodesk Inc | — | EXIT | Sold out |
| 45 | VEEV | Veeva Systems Inc-class A | — | EXIT | Sold out |
| 46 | BSJU | Invesco Bulletshares 2030 Hy | — | NEW | New buy |
| 47 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 48 | GPC | Genuine Parts Co | — | EXIT | Sold out |
| 49 | COR | Cencora Inc | — | EXIT | Sold out |
| 50 | CSCO | Cisco Systems Inc | — | NEW | New buy |
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 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 37.5% 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 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 11 holdings, and fully liquidating 12 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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