Meriwether Wealth & Planning, LLC
CIK: 0002055554Latest portfolio: $177.3M · Q4 2025
Holdings
123
Total Value
$177.3M
New Positions
8
Closed Positions
12
Top Holdings
View All 123 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHGSCHWAB STRATEGIC TR | 721,921 | $23.5M | 13.28% | -359 | |
| 2 | SCHVSCHWAB STRATEGIC TR | 763,768 | $22.6M | 12.75% | +28K | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 362,417 | $16.7M | 9.41% | +7K | |
| 4 | BSCRINVESCO EXCH TRD SLF IDX FD | 339,508 | $6.7M | 3.78% | +12K | |
| 5 | BSCQINVESCO EXCH TRD SLF IDX FD | 314,561 | $6.2M | 3.47% | +17K | |
| 6 | SCHASCHWAB STRATEGIC TR | 195,943 | $5.6M | 3.15% | NEW | |
| 7 | XOMEXXON MOBIL CORP | 39,895 | $4.8M | 2.71% | -601 | |
| 8 | SEIQSEI EXCHANGE TRADED FUNDS | 120,665 | $4.7M | 2.65% | +7K | |
| 9 | SPLVINVESCO EXCH TRADED FD TR II | 61,293 | $4.4M | 2.47% | +4K | |
| 10 | JPMJPMORGAN CHASE & CO. | 13,577 | $4.4M | 2.47% | -981 | |
| 11 | SPHYSPDR SERIES TRUST | 140,350 | $3.3M | 1.87% | +6K | |
| 12 | GOOGALPHABET INC | 10,353 | $3.2M | 1.83% | -2,184 | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,150 | $3.1M | 1.74% | -6 | |
| 14 | MSFTMICROSOFT CORP | 4,963 | $2.4M | 1.35% | -219 | |
| 15 | AMZNAMAZON COM INC | 9,342 | $2.2M | 1.22% | -536 | |
| 16 | AAPLAPPLE INC | 6,630 | $1.8M | 1.02% | -270 | |
| 17 | SEIMSEI EXCHANGE TRADED FUNDS | 37,192 | $1.7M | 0.97% | +11K | |
| 18 | IDMOINVESCO EXCH TRADED FD TR II | 30,821 | $1.7M | 0.97% | +10K | |
| 19 | SCHWSCHWAB CHARLES CORP | 16,506 | $1.6M | 0.93% | -743 | |
| 20 | NVDANVIDIA CORPORATION | 7,991 | $1.5M | 0.84% | -169 | |
| 21 | BKNGBOOKING HOLDINGS INC | 276 | $1.5M | 0.83% | -4 | |
| 22 | NVSNNOVARTIS AG | 9,509 | $1.3M | 0.74% | -312 | |
| 23 | BKBANK NEW YORK MELLON CORP | 10,897 | $1.3M | 0.71% | -2,345 | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 20,243 | $1.3M | 0.71% | NEW | |
| 25 | CMCSACOMCAST CORP NEW | 40,449 | $1.2M | 0.68% | +9K |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($2.3549226151668567e+161T)
Technology0.0% ($2.4001802149010373e+41T)
Healthcare0.0% ($921913867779682729984.0T)
Consumer Cyclical0.0% ($215614781101861504.0T)
Energy0.0% ($4800102484775.3T)
Utilities0.0% ($326325298250.2T)
Communication Services0.0% ($32481209818.6T)
Unknown0.0% ($30911311480.3T)
Industrials0.0% ($11611138710.6T)
Consumer Defensive0.0% ($1038715.4T)
Basic Materials0.0% ($223.2M)
Real Estate0.0% ($242K)
Filing History
Fund Information
Meriwether Wealth & Planning, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $177.3M across 123 holdings. The largest position is SCHWAB STRATEGIC TR (SCHG), representing 13.3% of the portfolio. Compared to the previous quarter, the fund opened 9 new positions and closed 13 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.