Meriwether Wealth & Planning, LLC

CIK

2055554

Location

MINDEN, LA

Portfolio Value

Small $200,898,248

Diversification

Diversified

Filing Date

Global Rank

#6,489 / 8,794 ▼ 557 · as of Jun 2026

Top Industry

Oil & Gas Integrated 8.2%

Period ended 3 months ago

Filed Jul 8, 2026 · 3mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

26.8%

+1.8 pts

Top 5

54.8%

+2.0 pts

Top 10

65.1%

+0.2 pts

HHI

976

Diversified+74

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.8%	$126,118,225	19
Financial Services	8.5%	$17,087,438	13
Technology	7.8%	$15,573,117	16
Energy	5.0%	$10,054,588	9
Healthcare	3.6%	$7,283,263	11
Consumer Cyclical	3.2%	$6,480,397	5
Communication Services	3.2%	$6,405,746	5
Industrials	3.2%	$6,352,685	8
Consumer Defensive	1.5%	$3,052,258	6
Utilities	0.9%	$1,712,517	7
Basic Materials	0.4%	$778,014	3

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
VXUS	Vanguard Total International Stock ETF	+38,835	135,861	$11,614,756
FNDA	Schwab Fundamental U.S. Small Company ETF	+27,345	1,557,737	$53,815,324
BKNG	Booking Holdings Inc.	+9,099	9,453	$1,684,902
FAAA	Fidelity AAA CLO ETF	+7,295	402,883	$18,327,147
IVZ	Invesco Ltd.	+6,843	46,140	$2,781,780
VB	Vanguard Morningstar Small-Cap ETF	+3,688	5,791	$667,586
VEA	Vanguard FTSE Developed Markets ETF	+3,249	26,805	$1,909,856
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+2,785	155,345	$3,641,286
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
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+582	891,197	$17,952,634
UL	Unilever PLC	+537	16,521	$993,242
AFK	VanEck Africa Index ETF	+478	1,728	$1,133,377
AMZN	Amazon Com Inc	+428	12,207	$2,909,416
BDX	Becton Dickinson & Co	+386	7,069	$1,069,751
BNDW	Vanguard Total World Bond ETF	+386	10,878	$884,111
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ANGU	SEI Ang Research Enhanced U.S. Large Cap ETF	−120,989	71,420	$3,753,564
BAB	Invesco Taxable Municipal Bond ETF	−66,920	3,000	$224,700
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
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−536	20,147	$1,070,007
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
GOOGL	Alphabet Inc.	−234	11,422	$4,043,794
ELV	Elevance Health, Inc.	−183	2,679	$1,036,049
ETR	Entergy Corp /De/	−177	2,124	$243,962
DHSB	Day Hagan Smart Buffer ETF	−164	14,579	$446,627
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	122,334	$8,319,935
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

10 positions

Ticker	Company	Shares	Value
SNY	Sanofi	17,376	$837,175
SBUX	Starbucks Corp	3,122	$279,699
VIGI	Vanguard International Dividend Appreciation ETF	1,766	$261,544
BIV	Vanguard Intermediate-Term Bond ETF	3,400	$250,376
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

102 tracked positions · $200,898,248 total · filing declares 122 positions · $201,700,547 · 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 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,557,737	+27,345	$53,815,324	+18.2%	26.79%
FAAA	Fidelity AAA CLO ETF	Added	402,883	+7,295	$18,327,147	+1.6%	9.12%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	891,197	+582	$17,952,634	+1.6%	8.94%
VXUS	Vanguard Total International Stock ETF	Added	135,861	+38,835	$11,614,756	+55.2%	5.78%
BAI	iShares A.I. Innovation and Tech Active ETF	NEW	122,334	NEW	$8,319,935	NEW	4.14%
XOM	ExxonMobil Holdings Corp Energy	Added	38,833	+37	$5,309,247	−19.3%	2.64%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,539	+101	$4,104,390	+12.2%	2.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,422	-234	$4,043,794	+20.9%	2.01%
ANGU	SEI Ang Research Enhanced U.S. Large Cap ETF	Reduced	71,420	-120,989	$3,753,564	−49.6%	1.87%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	155,345	+2,785	$3,641,286	+2.3%	1.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,394	+104	$3,199,493	+6.1%	1.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,207	+428	$2,909,416	+18.6%	1.45%
IVZ	Invesco Ltd. Financial Services	Added	46,140	+6,843	$2,781,780	+29.1%	1.38%
AMAT	Applied Materials Inc /De Technology	Reduced	3,258	-372	$2,355,534	+89.9%	1.17%
MSFT	Microsoft Corp Technology	Added	5,809	+174	$2,166,873	+3.9%	1.08%
CAT	Caterpillar Inc Industrials	Held	1,986	0	$2,114,891	+50.3%	1.05%
AAPL	Apple Inc. Technology	Added	7,105	+343	$2,055,902	+19.8%	1.02%
VEA	Vanguard FTSE Developed Markets ETF	Added	26,805	+3,249	$1,909,856	+26.5%	0.95%
NVDA	Nvidia Corp Technology	Added	8,528	+155	$1,706,367	+16.9%	0.85%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	9,453	+9,099	$1,684,902	+13.0%	0.84%
SCHW	Schwab Charles Corp Financial Services	Added	15,830	+184	$1,460,634	−0.7%	0.73%
GD	General Dynamics Corp Industrials	Added	3,443	+28	$1,219,648	+4.1%	0.61%
V	Visa Inc. Financial Services	Reduced	3,412	-54	$1,170,623	+11.7%	0.58%
COP	Conocophillips Energy	Added	11,230	+61	$1,167,470	−20.8%	0.58%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	8,020	-39	$1,159,772	+21.3%	0.58%
BFST	Business First Bancshares, Inc. Financial Services	Reduced	37,186	-397	$1,142,725	+12.4%	0.57%
AFK	VanEck Africa Index ETF	Added	1,728	+478	$1,133,377	+136.5%	0.56%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	20,147	-536	$1,070,007	−15.6%	0.53%
BDX	Becton Dickinson & Co Healthcare	Added	7,069	+386	$1,069,751	+1.8%	0.53%
ELV	Elevance Health, Inc. Healthcare	Reduced	2,679	-183	$1,036,049	+23.7%	0.52%
ADI	Analog Devices Inc Technology	Reduced	2,601	-334	$1,033,039	+10.6%	0.51%
WMT	Walmart Inc. Consumer Defensive	Added	9,057	+2,547	$1,025,795	+26.8%	0.51%
CMCSA	Comcast Corp Communication Services	Reduced	41,304	-1,839	$1,014,013	−18.1%	0.50%
UL	Unilever PLC Consumer Defensive	Added	16,521	+537	$993,242	+9.1%	0.49%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	4,475	-10	$986,692	−6.9%	0.49%
ET	Energy Transfer LP Energy	Added	51,011	+625	$975,330	+0.3%	0.49%
MDT	Medtronic plc Healthcare	Added	12,444	+2,617	$973,494	+14.3%	0.48%
DE	Deere & Co Industrials	Reduced	1,523	-3	$966,084	+12.4%	0.48%
NVS	Novartis AG Healthcare	Added	6,134	+61	$961,320	+3.6%	0.48%
KLAC	Kla Corp Technology	Added	2,983	+2,685	$900,000	+105.1%	0.45%
BNDW	Vanguard Total World Bond ETF	Added	10,878	+386	$884,111	+3.5%	0.44%
MU	Micron Technology Inc Technology	Reduced	757	-21	$873,797	+232.4%	0.43%
ORCL	Oracle Corp Technology	Reduced	5,919	-440	$867,429	−7.3%	0.43%
CVX	Chevron Corp Energy	Reduced	5,067	-19	$839,905	−20.2%	0.42%
EPD	Enterprise Products Partners L.P. Energy	Held	22,741	0	$835,959	−2.9%	0.42%
OMC	Omnicom Group Inc. Communication Services	Added	11,193	+73	$815,186	−2.7%	0.41%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	3,750	0	$797,887	+10.9%	0.40%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	8,586	0	$743,976	+10.2%	0.37%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,241	-54	$720,909	+173.7%	0.36%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,402	-26	$669,553	+38.7%	0.33%

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.