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CIK: 0002055554
Total reported value
$201.7M
$201.7M
126 檔
35.6%
According to the latest 13F quarterly dataset, Meriwether Wealth & Planning, LLC managed an equity portfolio of $201.7M at the end of Q1 2026, spanning 126 distinct U.S. exchange-listed positions.
In Q1 2026, Meriwether Wealth & Planning, LLC displayed an active expansion posture, initiating 12 new positions and adding to 59 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | ETF-Other | 10.96% | +0.62% | -14.11% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.24% | +0.78% | -11.08% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.89% | -0.80% | +9.15% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.10% | +1.66% | — | |
| 5 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 4.09% | -0.34% | +12.13% | |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.78% | -3.58% | +12.18% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.61% | -0.98% | -2.75% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.26% | +0.32% | +4.43% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.80% | -2.69% | +14.07% | |
| 10 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 2.56% | -2.56% | EXIT | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | +0.03% | -8.39% | |
| 12 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.95% | -0.14% | +8.70% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | -0.06% | +2.28% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.14% | -7.18% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.10% | +26.09% | |
| 16 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 1.19% | +0.35% | +28.14% | |
| 17 | IDMO | Invesco S&p International De | ETF-Other | 1.18% | +0.20% | +27.50% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.07% | +13.54% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.08% | +1.99% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | +0.12% | +16.37% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.82% | +0.02% | +28.26% | |
| 22 | COP | Conocophillips | Stock-Energy | 0.81% | -0.23% | +2.05% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.81% | -0.09% | -5.21% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.05% | +4.78% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.77% | +0.28% | -0.10% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.69% | -0.16% | +0.99% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | +0.49% | -10.13% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.68% | -0.18% | +6.66% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.64% | -0.04% | -1.01% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.58% | -0.09% | -1.84% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.16% | +3.02% | |
| 32 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.58% | -0.05% | +49.57% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.01% | +15.57% | |
| 34 | BFST | Business First Bancshares | Stock-Other | 0.56% | +0.01% | — | |
| 35 | ET | Energy Transfer LP | Stock-Energy | 0.53% | -0.05% | -1.95% | |
| 36 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.52% | +0.05% | -26.04% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.08% | +21.84% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.51% | — | -21.33% | |
| 39 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.51% | -0.03% | -36.13% | |
| 40 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.50% | -0.01% | +0.63% | |
| 41 | EPD | Enterprise Products Partners | Stock-Energy | 0.47% | -0.06% | +0.63% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.47% | +0.01% | -0.07% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.47% | +0.01% | +2.49% | |
| 44 | ELV | Elevance Health Inc | Stock-Healthcare | 0.46% | +0.05% | +47.07% | |
| 45 | OMC | Omnicom Group | Stock-Comm Services | 0.46% | -0.06% | +9.68% | |
| 46 | SNY | Sanofi-adr | Stock-Healthcare | 0.46% | -0.46% | EXIT | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | +0.07% | +1.32% | |
| 48 | MCK | Mckesson CORP | Stock-Healthcare | 0.40% | -0.09% | -25.13% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | +0.01% | -6.25% | |
| 50 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.37% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.9% | -2.75% | Trim |
| 2 | FBND | Fidelity Total Bond ETF | +0.5% | +9.15% | Add |
| 3 | SPLV | Invesco S&p 500 Low Volatili | +0.3% | +14.07% | Add |
| 4 | BSCR | Invesco Bulletshares 2027 Cb | +0.3% | +12.13% | Add |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | +0.3% | +12.18% | Add |
| 6 | COP | Conocophillips | +0.2% | +2.05% | Add |
| 7 | SEIM | Sei Qim US Large Cap Momentu | +0.2% | +28.14% | Add |
| 8 | IDMO | Invesco S&p International De | +0.2% | +27.50% | Add |
| 9 | XLE | Ss Energy Select Sector | +0.2% | +0.99% | Add |
| 10 | CVX | Chevron CORP | +0.2% | +3.02% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | -0.10% | Trim |
| 12 | AMZN | Amazon.com Inc | +0.1% | +26.09% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.37% | Add |
| 14 | SCHA | Schwab US Small-cap ETF | +0.1% | +4.43% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | -10.13% | Trim |
| 16 | BDX | Becton Dickinson And Co | +0.1% | +49.57% | Add |
| 17 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +8.70% | Add |
| 18 | ELV | Elevance Health Inc | +0.1% | +47.07% | Add |
| 19 | DE | Deere & Co | +0.1% | -0.07% | Trim |
| 20 | EPD | Enterprise Products Partners | +0.1% | +0.63% | Add |
| 21 | WDS | Woodside Energy Group-adr | +0.1% | +7.02% | Add |
| 22 | ET | Energy Transfer LP | +0.1% | -1.95% | Trim |
| 23 | WMT | Walmart Inc | 0% | +1.32% | Add |
| 24 | KLAC | Kla CORP | 0% | — | Unchanged |
| 25 | VCIT | Vanguard Int-term Corporate | 0% | +17.62% | Add |
| 26 | ESUM | Eventide US Market ETF | 0% | +25.47% | Add |
| 27 | FDX | Fedex CORP | 0% | -0.20% | Trim |
| 28 | PFE | Pfizer Inc | 0% | +5.77% | Add |
| 29 | BSJT | Invesco Bulletshares 2029 Hy | 0% | +23.21% | Add |
| 30 | SNY | Sanofi-adr | 0% | +8.04% | Add |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +17.16% | Add |
| 32 | PEP | Pepsico Inc | 0% | +3.35% | Add |
| 33 | ENB | Enbridge Inc | 0% | -0.28% | Trim |
| 34 | ETR | Entergy CORP | 0% | -3.84% | Trim |
| 35 | BSJU | Invesco Bulletshares 2030 Hy | 0% | +18.79% | Add |
| 36 | COST | Costco Wholesale CORP | 0% | +0.85% | Add |
| 37 | CP | Canadian Pacific Kansas City | 0% | — | Unchanged |
| 38 | BFST | Business First Bancshares | 0% | — | Unchanged |
| 39 | SMH | Vaneck Semiconductor ETF | 0% | +0.56% | Add |
| 40 | DUK | Duke Energy CORP | 0% | -2.52% | Trim |
| 41 | SO | Southern Co/the | 0% | +0.76% | Add |
| 42 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 43 | CMCSA | Comcast Corp-class A | — | +6.66% | Add |
| 44 | OMC | Omnicom Group | — | +9.68% | Add |
| 45 | SCHM | Schwab US Mid Cap ETF | — | +3.28% | Add |
| 46 | AMGN | Amgen Inc | — | -2.90% | Trim |
| 47 | VOE | Vanguard Mid-cap Value ETF | — | +1.52% | Add |
| 48 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 49 | SBUX | Starbucks CORP | — | -3.46% | Trim |
| 50 | CSCO | Cisco Systems Inc | — | +2.11% | Add |
According to official SEC Form 13F filings, Meriwether Wealth & Planning, LLC reported a total U.S. public equity portfolio value of $201.7M across 126 disclosed positions in Q1 2026.
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 SCHV, SCHG, FBND) accounted for 35.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
VXUS
市值: $7.5M
Top Position Liquidated / Trimmed
OACP
前期市值: $1.0M
During Q1 2026, Meriwether Wealth & Planning, LLC's top holdings by market value included SCHV (11.0%)、SCHG (10.2%)、FBND (9.9%). The largest single position, SCHV, represented 11.0% of total portfolio value.
In Q1 2026, Meriwether Wealth & Planning, LLC made 124 total portfolio adjustments, initiating 12 new buys, adding to 59 positions, trimming 44 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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