Meriwether Wealth & Planning, LLC
Top Portfolio Positions
85 positions ·
$62,320,396 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
38,796 | $6,582,129 | 10.56% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,438 | $3,658,762 | 5.87% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,779 | $2,453,212 | 3.94% |
| MSFT |
Microsoft Corp
Technology
|
5,635 | $2,085,907 | 3.35% |
| AAPL |
Apple Inc.
Technology
|
6,762 | $1,716,127 | 2.75% |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
354 | $1,490,453 | 2.39% |
| COP |
Conocophillips
Energy
|
11,169 | $1,474,308 | 2.37% |
| SCHW |
Schwab Charles Corp
Financial Services
|
15,646 | $1,470,411 | 2.36% |
| NVDA |
Nvidia Corp
Technology
|
8,373 | $1,460,251 | 2.34% |
| CAT |
Caterpillar Inc
Industrials
|
1,986 | $1,407,001 | 2.26% |
Holdings in ET
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $972,449 | 50,386 | Shares | Sole | 2026-04-09 | |
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