Meriwether Wealth & Planning, LLC

CIK

2055554

Location

MINDEN, LA

Portfolio Value

Micro $65,334,564

Diversification

Diversified

Filing Date

Global Rank

#6,106 / 8,232 ▲ 299

Top Industry

Oil & Gas Integrated 11.7%

3Y Alpha vs SPY

-6.5%

Period ended 2 months ago

Filed Apr 9, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+14.7%

SPY

+23.4%

Annualised alpha

-6.3%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

86 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.1%

+2.6 pts

Top 5

27.2%

+0.9 pts

Top 10

38.9%

+0.4 pts

HHI

274

Diversified+21

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	19.5%	$12,746,370	11
Technology	18.3%	$11,941,012	16
Energy	17.9%	$11,664,544	8
Healthcare	12.3%	$8,040,987	13
Consumer Cyclical	9.6%	$6,257,383	7
Industrials	8.0%	$5,257,400	7
Communication Services	4.9%	$3,203,151	5
Consumer Defensive	4.3%	$2,839,467	6
Utilities	3.0%	$1,978,715	8
Basic Materials	1.3%	$848,214	3
Unclassified	0.5%	$317,554	1
Real Estate	0.4%	$239,767	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLI	Standard Lithium Ltd.	+5,447	51,545	$175,768
CMCSA	Comcast Corp	+2,694	43,143	$1,238,635
AMZN	Amazon Com Inc	+2,437	11,779	$2,453,212
BDX	Becton Dickinson & Co	+2,215	6,683	$1,050,768
SNY	Sanofi	+1,293	17,376	$837,175
ORCL	Oracle Corp	+1,140	6,359	$935,472
OMC	Omnicom Group Inc.	+981	11,120	$837,447
ELV	Elevance Health, Inc.	+916	2,862	$837,850
WDS	Woodside Energy Group Ltd	+812	12,371	$295,419
MSFT	Microsoft Corp	+672	5,635	$2,085,907
PFE	Pfizer Inc	+632	11,579	$325,138
F	Ford Motor Co	+607	18,338	$211,620
V	Visa Inc.	+467	3,466	$1,047,563
NVDA	Nvidia Corp	+382	8,373	$1,460,251
MDT	Medtronic plc	+239	9,827	$851,509
COP	Conocophillips	+224	11,169	$1,474,308
GOOGL	Alphabet Inc.	+191	2,046	$588,347
TSLA	Tesla, Inc.	+185	1,379	$512,643
CVX	Chevron Corp	+149	5,086	$1,052,293
EPD	Enterprise Products Partners L.P.	+143	22,741	$860,519
BRK-B	Berkshire Hathaway Inc	+140	6,290	$3,014,168
AAPL	Apple Inc.	+132	6,762	$1,716,127
UL	Unilever PLC	+100	15,984	$910,608
AVGO	Broadcom Inc.	+99	833	$257,821
MMLP	Martin Midstream Partners L.P.	+91	10,374	$28,632
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−15,093	4,378	$213,427
NVS	Novartis AG	−3,436	6,073	$927,650
LYG	Lloyds Banking Group plc	−3,370	26,244	$132,007
BNY	Bank of New York Mellon Corp	−2,838	8,059	$956,039
JPM	Jpmorgan Chase & Co	−1,139	12,438	$3,658,762
XOM	Exxon Mobil Corp	−1,099	38,796	$6,582,129
ET	Energy Transfer LP	−1,000	50,386	$972,449
SCHW	Schwab Charles Corp	−860	15,646	$1,470,411
ADI	Analog Devices Inc	−796	2,935	$933,740
DIS	Walt Disney Co	−439	2,200	$212,036
AMAT	Applied Materials Inc /De	−409	3,630	$1,240,697
NEE	Nextera Energy Inc	−400	2,459	$228,391
MCK	Mckesson Corp	−280	834	$721,710
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−247	1,428	$482,592
RTX	RTX Corp	−162	2,337	$450,807
APD	Air Products & Chemicals, Inc.	−141	764	$221,934
SBUX	Starbucks Corp	−112	3,122	$279,699
ABBV	AbbVie Inc.	−99	2,467	$536,547
ETR	Entergy Corp /De/	−92	2,301	$258,540
MA	Mastercard Inc	−84	566	$282,807
LOW	Lowes Companies Inc	−84	4,485	$1,059,715
DUK	Duke Energy CORP	−70	2,704	$354,061
PG	PROCTER & GAMBLE Co	−69	1,670	$241,214
GD	General Dynamics Corp	−35	3,415	$1,172,096
AMGN	Amgen Inc	−31	1,037	$364,868
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AON	Aon plc	1,632	$526,776
AMRZ	Amrize Ltd	8,042	$450,512
TMO	Thermo Fisher Scientific Inc.	830	$407,969
ACN	Accenture plc	1,986	$393,803
FERG	Ferguson Enterprises Inc. /DE/	1,445	$337,060
MU	Micron Technology Inc	778	$262,839
IQV	Iqvia Holdings Inc.	1,239	$211,299
KO	Coca Cola Co	2,777	$211,190
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
KMX	Carmax Inc	22,295	$861,478
EBAY	Ebay Inc	5,513	$480,182
COF	Capital One Financial Corp	963	$233,392
QCOM	Qualcomm Inc/De	1,197	$204,746
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 positions · $65,334,564 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	Exxon Mobil Corp Energy	Reduced	38,796	-1,099	$6,582,129	+37.1%	10.07%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	12,438	-1,139	$3,658,762	−16.4%	5.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,290	+140	$3,014,168	−2.5%	4.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,779	+2,437	$2,453,212	+13.8%	3.75%
MSFT	Microsoft Corp Technology	Added	5,635	+672	$2,085,907	−13.1%	3.19%
AAPL	Apple Inc. Technology	Added	6,762	+132	$1,716,127	−4.8%	2.63%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	354	+78	$1,490,453	+0.8%	2.28%
COP	Conocophillips Energy	Added	11,169	+224	$1,474,308	+43.9%	2.26%
SCHW	Schwab Charles Corp Financial Services	Reduced	15,646	-860	$1,470,411	−10.8%	2.25%
NVDA	Nvidia Corp Technology	Added	8,373	+382	$1,460,251	−2.0%	2.24%
CAT	Caterpillar Inc Industrials	Reduced	1,986	-2	$1,407,001	+23.5%	2.15%
AMAT	Applied Materials Inc /De Technology	Reduced	3,630	-409	$1,240,697	+19.5%	1.90%
CMCSA	Comcast Corp Communication Services	Added	43,143	+2,694	$1,238,635	+9.3%	1.90%
GD	General Dynamics Corp Industrials	Reduced	3,415	-35	$1,172,096	+0.9%	1.79%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	4,485	-84	$1,059,715	−3.8%	1.62%
CVX	Chevron Corp Energy	Added	5,086	+149	$1,052,293	+39.8%	1.61%
BDX	Becton Dickinson & Co Healthcare	Added	6,683	+2,215	$1,050,768	+54.1%	1.61%
V	Visa Inc. Financial Services	Added	3,466	+467	$1,047,563	−0.4%	1.60%
BFST	Business First Bancshares, Inc. Financial Services	Held	37,583	0	$1,016,244	+3.4%	1.56%
ET	Energy Transfer LP Energy	Reduced	50,386	-1,000	$972,449	+14.8%	1.49%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	8,059	-2,838	$956,039	−24.4%	1.46%
ORCL	Oracle Corp Technology	Added	6,359	+1,140	$935,472	−8.0%	1.43%
ADI	Analog Devices Inc Technology	Reduced	2,935	-796	$933,740	−7.7%	1.43%
NVS	Novartis AG Healthcare	Reduced	6,073	-3,436	$927,650	−29.2%	1.42%
UL	Unilever PLC Consumer Defensive	Added	15,984	+100	$910,608	−12.3%	1.39%
EPD	Enterprise Products Partners L.P. Energy	Added	22,741	+143	$860,519	+18.8%	1.32%
DE	Deere & Co Industrials	Reduced	1,526	-1	$859,595	+20.9%	1.32%
MDT	Medtronic plc Healthcare	Added	9,827	+239	$851,509	−7.5%	1.30%
ELV	Elevance Health, Inc. Healthcare	Added	2,862	+916	$837,850	+22.8%	1.28%
OMC	Omnicom Group Inc. Communication Services	Added	11,120	+981	$837,447	+2.3%	1.28%
SNY	Sanofi Healthcare	Added	17,376	+1,293	$837,175	+7.4%	1.28%
WMT	Walmart Inc. Consumer Defensive	Added	6,510	+85	$809,062	+13.0%	1.24%
MCK	Mckesson Corp Healthcare	Reduced	834	-280	$721,710	−21.0%	1.10%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	8,586	0	$675,374	+6.8%	1.03%
GOOGL	Alphabet Inc. Communication Services	Added	2,046	+191	$588,347	+1.3%	0.90%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,237	+34	$570,244	−16.3%	0.87%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,714	-7	$543,283	−17.9%	0.83%
ABBV	AbbVie Inc. Healthcare	Reduced	2,467	-99	$536,547	−8.5%	0.82%
AON	Aon plc Financial Services	NEW	1,632	NEW	$526,776	NEW	0.81%
TYL	Tyler Technologies Inc Technology	Held	1,500	0	$513,570	−24.6%	0.79%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,379	+185	$512,643	−4.5%	0.78%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,428	-247	$482,592	−5.2%	0.74%
RTX	RTX Corp Industrials	Reduced	2,337	-162	$450,807	−1.6%	0.69%
AMRZ	Amrize Ltd Basic Materials	NEW	8,042	NEW	$450,512	NEW	0.69%
KLAC	Kla Corp Technology	Held	298	0	$438,778	+21.2%	0.67%
PEP	Pepsico Inc Consumer Defensive	Added	2,777	+90	$431,240	+11.8%	0.66%
JXN	Jackson Financial Inc. Financial Services	Held	4,050	0	$428,166	−0.9%	0.66%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	830	NEW	$407,969	NEW	0.62%
ENB	Enbridge Inc Energy	Reduced	7,366	-21	$398,795	+12.9%	0.61%
LLY	ELI LILLY & Co Healthcare	Added	433	+2	$398,260	−14.0%	0.61%