Meriwether Wealth & Planning, LLC
Top Portfolio Positions
86 positions ·
$65,334,564 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
38,796 | $6,582,129 | 10.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,438 | $3,658,762 | 5.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
6,290 | $3,014,168 | 4.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,779 | $2,453,212 | 3.75% | |
| MSFT |
Microsoft Corp
Technology
|
5,635 | $2,085,907 | 3.19% | |
| AAPL |
Apple Inc.
Technology
|
6,762 | $1,716,127 | 2.63% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
354 | $1,490,453 | 2.28% | |
| COP |
Conocophillips
Energy
|
11,169 | $1,474,308 | 2.26% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
15,646 | $1,470,411 | 2.25% | |
| NVDA |
Nvidia Corp
Technology
|
8,373 | $1,460,251 | 2.24% |
Portfolio Trend
6 quarters · across all stocks
Holdings in MMLP
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,632 | 10,374 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $26,838 | 10,283 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $31,025 | 10,139 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $29,603 | 10,035 | Shares | Sole | 2025-07-11 | |
| No 13F history on record for this holder in this stock. | ||||||