Meriwether Wealth & Planning, LLC

CIK

2055554

Location

MINDEN, LA

Portfolio Value

Micro $63,630,019

Diversification

Diversified

Filing Date

Global Rank

#200 / 295 ▲ 6457

Top Industry

Semiconductors 8.8%

3Y Alpha vs SPY

-3.4%

Period ended 9 days ago

Filed Jul 8, 2026 · 1d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+18.5%

SPY

+24.4%

Annualised alpha

-4.0%

Max drawdown

−15.8%

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

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

Top Position

6.5%

+0.0 pts

Top 5

23.2%

+0.4 pts

Top 10

37.3%

+2.2 pts

HHI

228

Diversified+8

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
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
GOOGL	Alphabet Inc.	−51	1,995	$712,953
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

8 positions

Ticker	Company	Shares	Value
SNY	Sanofi	17,376	$837,175
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 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	+2726.2%	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	+1951.2%	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	-51	$712,953	+21.2%	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%