Meriwether Wealth & Planning, LLC

CIK

2055554

Location

MINDEN, LA

Portfolio Value

Micro $63,630,019

Diversification

Diversified

Filing Date

Global Rank

#6,644 / 8,517 ▼ 75

Top Industry

Semiconductors 8.8%

3Y Alpha vs SPY

+39.0%

Period ended 46 days ago

Filed Jul 8, 2026 · 38d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+94.6%

SPY

+27.3%

Annualised alpha

+38.5%

Max drawdown

−15.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

82 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.5%

−3.2 pts

Top 5

23.2%

−8.0 pts

Top 10

37.3%

−5.7 pts

HHI

228

Diversified−83

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.5%	$15,573,117	16
Financial Services	22.5%	$14,305,658	12
Healthcare	11.4%	$7,283,263	11
Consumer Cyclical	10.2%	$6,480,397	5
Industrials	10.0%	$6,352,685	8
Energy	7.5%	$4,745,341	8
Communication Services	4.8%	$3,074,905	5
Consumer Defensive	4.8%	$3,052,258	6
Utilities	2.7%	$1,712,517	7
Basic Materials	1.2%	$778,014	3
Unclassified	0.4%	$271,864	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+9,099	9,453	$1,684,902
KLAC	Kla Corp	+2,685	2,983	$900,000
MDT	Medtronic plc	+2,617	12,444	$973,494
WMT	Walmart Inc.	+2,547	9,057	$1,025,795
F	Ford Motor Co	+2,067	20,405	$283,629
ACN	Accenture plc	+1,620	3,606	$448,730
WDS	Woodside Energy Group Ltd	+1,103	13,474	$260,317
ET	Energy Transfer LP	+625	51,011	$975,330
UL	Unilever PLC	+537	16,521	$993,242
AMZN	Amazon Com Inc	+428	12,207	$2,909,416
BDX	Becton Dickinson & Co	+386	7,069	$1,069,751
AAPL	Apple Inc.	+343	7,105	$2,055,902
PLTR	Palantir Technologies Inc.	+190	3,904	$455,479
SCHW	Schwab Charles Corp	+184	15,830	$1,460,634
MMLP	Martin Midstream Partners L.P.	+183	10,557	$24,386
MSFT	Microsoft Corp	+174	5,809	$2,166,873
NVDA	Nvidia Corp	+155	8,528	$1,706,367
BRK-B	Berkshire Hathaway Inc	+104	6,394	$3,199,493
JPM	Jpmorgan Chase & Co	+101	12,539	$4,104,390
TSLA	Tesla, Inc.	+85	1,464	$615,758
APD	Air Products & Chemicals, Inc.	+78	842	$246,857
OMC	Omnicom Group Inc.	+73	11,193	$815,186
COP	Conocophillips	+61	11,230	$1,167,470
NVS	Novartis AG	+61	6,134	$961,320
PG	PROCTER & GAMBLE Co	+50	1,720	$252,220
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−9,661	1,995	$712,953
PFE	Pfizer Inc	−2,799	8,780	$211,422
CMCSA	Comcast Corp	−1,839	41,304	$1,014,013
AMRZ	Amrize Ltd	−736	7,306	$389,409
ORCL	Oracle Corp	−440	5,919	$867,429
DUK	Duke Energy CORP	−439	2,265	$286,703
BFST	Business First Bancshares, Inc.	−397	37,186	$1,142,725
AMAT	Applied Materials Inc /De	−372	3,258	$2,355,534
ADI	Analog Devices Inc	−334	2,601	$1,033,039
PEP	Pepsico Inc	−281	2,496	$337,958
ELV	Elevance Health, Inc.	−183	2,679	$1,036,049
ETR	Entergy Corp /De/	−177	2,124	$243,962
AON	Aon plc	−131	1,501	$497,866
ENB	Enbridge Inc	−70	7,296	$395,516
BAC	Bank Of America Corp /De/	−59	4,319	$246,096
MA	Mastercard Inc	−55	511	$262,449
AMD	Advanced Micro Devices Inc	−54	1,241	$720,909
V	Visa Inc.	−54	3,412	$1,170,623
KO	Coca Cola Co	−42	2,735	$222,273
CSCO	Cisco Systems, Inc.	−42	2,616	$307,275
BNY	Bank of New York Mellon Corp	−39	8,020	$1,159,772
DIS	Walt Disney Co	−30	2,170	$208,862
ABBV	AbbVie Inc.	−29	2,438	$613,498
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−26	1,402	$669,553
AVGO	Broadcom Inc.	−26	807	$304,844
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ICE	Intercontinental Exchange, Inc.	4,012	$493,917
MRVL	Marvell Technology, Inc.	902	$268,696
AROC	Archrock, Inc.	6,054	$246,458
VST	Vistra Corp.	1,374	$217,957
DAL	Delta Air Lines, Inc.	2,260	$211,671
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	97,026	$7,481,674
XOM	ExxonMobil Holdings Corp	38,796	$6,582,129
VEA	Vanguard FTSE Developed Markets ETF	23,556	$1,509,468
SNY	Sanofi	17,376	$837,175
VXF	Vanguard Extended Market ETF	1,500	$308,700
SBUX	Starbucks Corp	3,122	$279,699
BABA	Alibaba Group Holding Ltd	1,993	$250,041
LAMR	Lamar Advertising Co/New	1,893	$239,767
NEE	Nextera Energy Inc	2,459	$228,391
IQV	Iqvia Holdings Inc.	1,239	$211,299
CRM	Salesforce, Inc.	1,106	$206,457
NRG	Nrg Energy, Inc.	1,408	$205,765
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $63,630,019 total · as of Jun 30, 2026

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

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Added	12,539	+101	$4,104,390	+12.2%	6.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,394	+104	$3,199,493	+6.1%	5.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,207	+428	$2,909,416	+18.6%	4.57%
AMAT	Applied Materials Inc /De Technology	Reduced	3,258	-372	$2,355,534	+89.9%	3.70%
MSFT	Microsoft Corp Technology	Added	5,809	+174	$2,166,873	+3.9%	3.41%
CAT	Caterpillar Inc Industrials	Held	1,986	0	$2,114,891	+50.3%	3.32%
AAPL	Apple Inc. Technology	Added	7,105	+343	$2,055,902	+19.8%	3.23%
NVDA	Nvidia Corp Technology	Added	8,528	+155	$1,706,367	+16.9%	2.68%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	9,453	+9,099	$1,684,902	+13.0%	2.65%
SCHW	Schwab Charles Corp Financial Services	Added	15,830	+184	$1,460,634	−0.7%	2.30%
GD	General Dynamics Corp Industrials	Added	3,443	+28	$1,219,648	+4.1%	1.92%
V	Visa Inc. Financial Services	Reduced	3,412	-54	$1,170,623	+11.7%	1.84%
COP	Conocophillips Energy	Added	11,230	+61	$1,167,470	−20.8%	1.83%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	8,020	-39	$1,159,772	+21.3%	1.82%
BFST	Business First Bancshares, Inc. Financial Services	Reduced	37,186	-397	$1,142,725	+12.4%	1.80%
BDX	Becton Dickinson & Co Healthcare	Added	7,069	+386	$1,069,751	+1.8%	1.68%
ELV	Elevance Health, Inc. Healthcare	Reduced	2,679	-183	$1,036,049	+23.7%	1.63%
ADI	Analog Devices Inc Technology	Reduced	2,601	-334	$1,033,039	+10.6%	1.62%
WMT	Walmart Inc. Consumer Defensive	Added	9,057	+2,547	$1,025,795	+26.8%	1.61%
CMCSA	Comcast Corp Communication Services	Reduced	41,304	-1,839	$1,014,013	−18.1%	1.59%
UL	Unilever PLC Consumer Defensive	Added	16,521	+537	$993,242	+9.1%	1.56%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	4,475	-10	$986,692	−6.9%	1.55%
ET	Energy Transfer LP Energy	Added	51,011	+625	$975,330	+0.3%	1.53%
MDT	Medtronic plc Healthcare	Added	12,444	+2,617	$973,494	+14.3%	1.53%
DE	Deere & Co Industrials	Reduced	1,523	-3	$966,084	+12.4%	1.52%
NVS	Novartis AG Healthcare	Added	6,134	+61	$961,320	+3.6%	1.51%
KLAC	Kla Corp Technology	Added	2,983	+2,685	$900,000	+105.1%	1.41%
MU	Micron Technology Inc Technology	Reduced	757	-21	$873,797	+232.4%	1.37%
ORCL	Oracle Corp Technology	Reduced	5,919	-440	$867,429	−7.3%	1.36%
CVX	Chevron Corp Energy	Reduced	5,067	-19	$839,905	−20.2%	1.32%
EPD	Enterprise Products Partners L.P. Energy	Held	22,741	0	$835,959	−2.9%	1.31%
OMC	Omnicom Group Inc. Communication Services	Added	11,193	+73	$815,186	−2.7%	1.28%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	8,586	0	$743,976	+10.2%	1.17%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,241	-54	$720,909	+173.7%	1.13%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,995	-9,661	$712,953	−78.7%	1.12%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,402	-26	$669,553	+38.7%	1.05%
MCK	Mckesson Corp Healthcare	Added	836	+2	$631,681	−12.5%	0.99%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,464	+85	$615,758	+20.1%	0.97%
ABBV	AbbVie Inc. Healthcare	Reduced	2,438	-29	$613,498	+14.3%	0.96%
LLY	ELI LILLY & Co Healthcare	Reduced	425	-8	$509,757	+28.0%	0.80%
AON	Aon plc Financial Services	Reduced	1,501	-131	$497,866	−5.5%	0.78%
ICE	Intercontinental Exchange, Inc. Financial Services	NEW	4,012	NEW	$493,917	NEW	0.78%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,235	-2	$491,134	−13.9%	0.77%
PLTR	Palantir Technologies Inc. Technology	Added	3,904	+190	$455,479	−16.2%	0.72%
ACN	Accenture plc Technology	Added	3,606	+1,620	$448,730	+13.9%	0.71%
RTX	RTX Corp Industrials	Reduced	2,320	-17	$440,173	−2.4%	0.69%
TYL	Tyler Technologies Inc Technology	Held	1,500	0	$438,690	−14.6%	0.69%
JXN	Jackson Financial Inc. Financial Services	Held	4,050	0	$414,679	−3.1%	0.65%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	825	-5	$413,622	+1.4%	0.65%
ENB	Enbridge Inc Energy	Reduced	7,296	-70	$395,516	−0.8%	0.62%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.