Meriwether Wealth & Planning, LLC
Q3 2026 13F filing
Updated 6 days ago872 disclosed positions worth $221.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $24.8M | 689.6K | 11.18% | Added(+5.0%) |
| 2 | S SCHWAB STRATEGIC TR | $23.3M | 699.6K | 10.52% | Added(+4.3%) |
| 3 | V VANGUARD STAR FDS | $12.4M | 145.8K | 5.59% | Added(+7.3%) |
| 4 | F FIDELITY MERRIMACK STR TR | $11.4M | 262.7K | 5.13% | Trimmed(-34.8%) |
| 5 | E BLACKROCK ETF TRUST | $9M | 130.5K | 4.08% | Added(+6.7%) |
| 6 | F VANECK ETF TRUST | $8.2M | 321.7K | 3.72% | — |
| 7 | ? N/A INVESCO EXCH TRD SLF IDX FD | $7.8M | 400.7K | 3.53% | Added(+4.0%) |
| 8 | ? N/A INVESCO EXCH TRD SLF IDX FD | $7.1M | 355.2K | 3.23% | Added(+2.7%) |
| 9 | S SCHWAB STRATEGIC TR | $6.9M | 211.2K | 3.11% | Added(+5.6%) |
| 10 | J JPMORGAN CHASE & CO | $4.1M | 12.4K | 1.86% | Trimmed(-0.8%) |
| 11 | S SPDR SERIES TRUST | $3.7M | 164.1K | 1.67% | Added(+5.6%) |
| 12 | ? N/A SEI EXCHANGE TRADED FUNDS | $3.2M | 59.9K | 1.45% | Added(+8.5%) |
| 13 | G ALPHABET INC | $3.2M | 9.4K | 1.44% | Trimmed(-0.5%) |
| 14 | B BERKSHIRE HATHAWAY INC DEL | $3.2M | 6.4K | 1.44% | Added(+0.2%) |
| 15 | ? N/A INVESCO EXCH TRADED FD TR II | $3.1M | 50.4K | 1.39% | Added(+9.3%) |
| 16 | A AMAZON COM INC | $3M | 11.9K | 1.33% | Trimmed(-2.9%) |
| 17 | M MICROSOFT CORP | $2.9M | 5.7K | 1.33% | Trimmed(-1.3%) |
| 18 | A APPLE INC | $2.3M | 7.0K | 1.06% | Trimmed(-1.0%) |
| 19 | V VANGUARD TAX-MANAGED FDS | $1.9M | 26.8K | 0.86% | Added(+0.1%) |
| 20 | N NVIDIA CORPORATION | $1.9M | 8.3K | 0.85% | Trimmed(-3.1%) |
| 21 | A APPLIED MATLS INC | $1.8M | 3.4K | 0.79% | Added(+5.3%) |
| 22 | C CATERPILLAR INC | $1.6M | 2.0K | 0.72% | Trimmed(-0.3%) |
| 23 | S CHARLES SCHWAB CORP (THE) | $1.5M | 15.7K | 0.69% | Trimmed(-0.9%) |
| 24 | B BOOKING HOLDINGS INC | $1.5M | 9.4K | 0.69% | Trimmed(-0.7%) |
| 25 | C CONOCOPHILLIPS | $1.4M | 11.1K | 0.63% | Trimmed(-1.1%) |
| 26 | B BECTON DICKINSON & CO | $1.3M | 7.0K | 0.57% | Trimmed(-0.3%) |
| 27 | W WALMART INC | $1.2M | 11.7K | 0.55% | Added(+29.7%) |
| 28 | S SELECT SECTOR SPDR TR | $1.2M | 19.8K | 0.55% | Trimmed(-1.5%) |
| 29 | H VANECK ETF TRUST | $1.2M | 2.0K | 0.55% | Added(+15.8%) |
| 30 | V VISA INC | $1.2M | 3.3K | 0.54% | Trimmed(-2.6%) |
| 31 | B BUSINESS FIRST BANCSHARES IN | $1.1M | 37.2K | 0.51% | Unchanged |
| 32 | E ENERGY TRANSFER L P | $1.1M | 55.8K | 0.50% | Added(+9.4%) |
| 33 | G GENERAL DYNAMICS CORP | $1M | 3.1K | 0.47% | Trimmed(-8.9%) |
| 34 | E ELEVANCE HEALTH INC FORMERLY | $1M | 2.7K | 0.47% | Trimmed(-0.9%) |
| 35 | A ANALOG DEVICES INC | $1M | 2.6K | 0.46% | Trimmed(-0.5%) |
| 36 | M MEDTRONIC PLC | $1M | 11.9K | 0.46% | Trimmed(-4.4%) |
| 37 | D DEERE & CO | $1M | 1.5K | 0.46% | Trimmed(-0.1%) |
| 38 | U UNILEVER PLC | $1M | 16.5K | 0.45% | Trimmed(-0.3%) |
| 39 | B BANK OF NY MELLON CORP | $974K | 6.7K | 0.44% | Trimmed(-16.0%) |
| 40 | C CHEVRON CORPORATION | $971K | 4.8K | 0.44% | Trimmed(-6.2%) |
| 41 | C COMCAST CORP NEW | $919K | 42.3K | 0.41% | Added(+2.3%) |
| 42 | E ENTERPRISE PRODS PARTNERS L | $874K | 24.5K | 0.39% | Added(+7.9%) |
| 43 | L LOWES COS INC | $827K | 4.5K | 0.37% | Added(+0.3%) |
| 44 | O OMNICOM GROUP INC | $827K | 11.2K | 0.37% | Added(+0.4%) |
| 45 | I INTERCONTINENTAL EXCHANGE IN | $821K | 5.4K | 0.37% | Added(+34.5%) |
| 46 | M MICRON TECHNOLOGY INC | $803K | 754 | 0.36% | Trimmed(-0.4%) |
| 47 | ? N/A SEI EXCHANGE TRADED FUNDS | $797K | 32.9K | 0.36% | Added(+3.0%) |
| 48 | O ORACLE CORP | $796K | 5.8K | 0.36% | Trimmed(-2.0%) |
| 49 | I INVESCO EXCHANGE TRADED FD T | $780K | 3.8K | 0.35% | Unchanged |
| 50 | A ADVANCED MICRO DEVICES INC | $746K | 1.2K | 0.34% | Trimmed(-1.8%) |