Meriwether Wealth & Planning, LLC Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$159.6B
Holdings
127
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHGSCHWAB STRATEGIC TR | 693,312 | $20.3B | 12.69% | |
| 2 | SCHVSCHWAB STRATEGIC TR | 695,293 | $19.2B | 12.06% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 345,192 | $15.8B | 9.90% | |
| 4 | BSCRINVESCO EXCH TRD SLF IDX FD | 319,044 | $6.3B | 3.93% | |
| 5 | BSCQINVESCO EXCH TRD SLF IDX FD | 288,082 | $5.6B | 3.52% | |
| 6 | DFASDIMENSIONAL ETF TRUST | 76,882 | $4.9B | 3.07% | |
| 7 | JPMJPMORGAN CHASE & CO. | 14,802 | $4.3B | 2.69% | |
| 8 | SEIQSEI EXCHANGE TRADED FUNDS | 108,344 | $4.0B | 2.52% | |
| 9 | SPLVINVESCO EXCH TRADED FD TR II | 54,598 | $4.0B | 2.49% | |
| 10 | SPHYSPDR SERIES TRUST | 130,235 | $3.1B | 1.94% | |
| 11 | MSFTMICROSOFT CORP | 5,550 | $2.8B | 1.73% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,150 | $2.5B | 1.57% | |
| 13 | XOMEXXON MOBIL CORP | 20,973 | $2.3B | 1.42% | |
| 14 | GOOGALPHABET INC | 12,458 | $2.2B | 1.39% | |
| 15 | ORCLORACLE CORP | 9,841 | $2.2B | 1.35% | |
| 16 | AMZNAMAZON COM INC | 7,763 | $1.7B | 1.07% | |
| 17 | BKNGBOOKING HOLDINGS INC | 293 | $1.7B | 1.06% | |
| 18 | SCHWSCHWAB CHARLES CORP | 17,321 | $1.6B | 0.99% | |
| 19 | AAPLAPPLE INC | 7,164 | $1.5B | 0.92% | |
| 20 | CMCSACOMCAST CORP NEW | 39,872 | $1.4B | 0.89% | |
| 21 | XLESELECT SECTOR SPDR TR | 14,929 | $1.3B | 0.79% | |
| 22 | BKBANK NEW YORK MELLON CORP | 13,505 | $1.2B | 0.77% | |
| 23 | VVISA INC | 3,440 | $1.2B | 0.77% | |
| 24 | NVDANVIDIA CORPORATION | 7,721 | $1.2B | 0.76% | |
| 25 | CVXCHEVRON CORP NEW | 8,098 | $1.2B | 0.73% | |
| 26 | KMXCARMAX INC | 17,138 | $1.2B | 0.72% | |
| 27 | NVSNNOVARTIS AG | 9,492 | $1.1B | 0.72% | |
| 28 | ULUNILEVER PLC | 17,247 | $1.1B | 0.66% | |
| 29 | GDGENERAL DYNAMICS CORP | 3,596 | $1.0B | 0.66% | |
| 30 | COPCONOCOPHILLIPS | 10,688 | $959.1M | 0.60% | |
| 31 | ADIANALOG DEVICES INC | 3,992 | $950.2M | 0.60% | |
| 32 | SCHDSCHWAB STRATEGIC TR | 35,361 | $937.1M | 0.59% | |
| 33 | BFSTBUSINESS FIRST BANCSHARES IN | 37,782 | $931.3M | 0.58% | |
| 34 | BACBANK AMERICA CORP | 19,473 | $921.5M | 0.58% | |
| 35 | AMATAPPLIED MATLS INC | 4,993 | $914.1M | 0.57% | |
| 36 | MCKMCKESSON CORP | 1,232 | $902.8M | 0.57% | |
| 37 | OACPUNIFIED SER TR | 39,390 | $897.5M | 0.56% | |
| 38 | MDTMEDTRONIC PLC | 9,615 | $838.1M | 0.53% | |
| 39 | ETENERGY TRANSFER L P | 46,084 | $835.5M | 0.52% | |
| 40 | ELVELEVANCE HEALTH INC | 2,127 | $827.3M | 0.52% | |
| 41 | LOWLOWES COS INC | 3,568 | $791.6M | 0.50% | |
| 42 | RSPINVESCO EXCHANGE TRADED FD T | 4,000 | $727.0M | 0.46% | |
| 43 | SPYDSPDR SERIES TRUST | 16,960 | $719.8M | 0.45% | |
| 44 | CATCATERPILLAR INC | 1,815 | $704.6M | 0.44% | |
| 45 | EPDENTERPRISE PRODS PARTNERS L | 22,098 | $685.3M | 0.43% | |
| 46 | CPCANADIAN PACIFIC KANSAS CITY | 8,586 | $680.6M | 0.43% | |
| 47 | BDXBECTON DICKINSON & CO | 3,930 | $676.9M | 0.42% | |
| 48 | SNYSANOFI | 13,950 | $673.9M | 0.42% | |
| 49 | BSJRINVESCO EXCH TRD SLF IDX FD | 29,442 | $668.5M | 0.42% | |
| 50 | OALCUNIFIED SER TR | 20,230 | $656.5M | 0.41% | |
| 51 | EBAEBAY INC. | 8,492 | $632.3M | 0.40% | |
| 52 | ISRGINTUITIVE SURGICAL INC | 1,145 | $622.2M | 0.39% | |
| 53 | SEIMSEI EXCHANGE TRADED FUNDS | 14,509 | $611.7M | 0.38% | |
| 54 | BSJQINVESCO EXCH TRD SLF IDX FD | 25,258 | $589.3M | 0.37% | |
| 55 | IDMOINVESCO EXCH TRADED FD TR II | 11,345 | $581.3M | 0.36% | |
| 56 | DEDEERE & CO | 1,079 | $548.7M | 0.34% | |
| 57 | ABBVABBVIE INC | 2,889 | $536.3M | 0.34% | |
| 58 | WMTWALMART INC | 5,448 | $532.7M | 0.33% | |
| 59 | OMCOMNICOM GROUP INC | 7,266 | $522.7M | 0.33% | |
| 60 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,268 | $513.7M | 0.32% | |
| 61 | BSJSINVESCO EXCH TRD SLF IDX FD | 23,005 | $507.3M | 0.32% | |
| 62 | PLTRPALANTIR TECHNOLOGIES INC | 3,693 | $503.4M | 0.32% | |
| 63 | VCITVANGUARD SCOTTSDALE FDS | 5,223 | $433.1M | 0.27% | |
| 64 | MAMASTERCARD INCORPORATED | 757 | $425.4M | 0.27% | |
| 65 | RTXRTX CORPORATION | 2,867 | $418.6M | 0.26% | |
| 66 | PEPPEPSICO INC | 3,121 | $412.1M | 0.26% | |
| 67 | METAMETA PLATFORMS INC | 556 | $410.4M | 0.26% | |
| 68 | JXNJACKSON FINANCIAL INC | 4,619 | $410.1M | 0.26% | |
| 69 | TSLATESLA INC | 1,290 | $409.8M | 0.26% | |
| 70 | ENBENBRIDGE INC | 8,830 | $400.2M | 0.25% | |
| 71 | LLYELI LILLY & CO | 505 | $393.7M | 0.25% | |
| 72 | SBUXSTARBUCKS CORP | 4,291 | $393.2M | 0.25% | |
| 73 | DUKDUKE ENERGY CORP NEW | 3,329 | $392.8M | 0.25% | |
| 74 | BSJPINVESCO EXCH TRD SLF IDX FD | 15,913 | $367.1M | 0.23% | |
| 75 | AMGNAMGEN INC | 1,281 | $357.7M | 0.22% | |
| 76 | JEPIJ P MORGAN EXCHANGE TRADED F | 6,212 | $353.2M | 0.22% | |
| 77 | APDAIR PRODS & CHEMS INC | 1,249 | $352.3M | 0.22% | |
| 78 | VOTVANGUARD INDEX FDS | 1,231 | $350.1M | 0.22% | |
| 79 | DISDISNEY WALT CO | 2,755 | $341.6M | 0.21% | |
| 80 | ONEYSPDR SERIES TRUST | 3,057 | $331.0M | 0.21% | |
| 81 | SMHVANECK ETF TRUST | 1,186 | $330.8M | 0.21% | |
| 82 | FLTRVANECK ETF TRUST | 12,703 | $323.9M | 0.20% | |
| 83 | MINTPIMCO ETF TR | 3,218 | $323.5M | 0.20% | |
| 84 | FLRNSPDR SERIES TRUST | 10,400 | $320.6M | 0.20% | |
| 85 | GOOGLALPHABET INC | 1,798 | $316.9M | 0.20% | |
| 86 | ETRENTERGY CORP NEW | 3,622 | $301.1M | 0.19% | |
| 87 | SEIVSEI EXCHANGE TRADED FUNDS | 8,167 | $291.5M | 0.18% | |
| 88 | LAMRLAMAR ADVERTISING CO NEW | 2,393 | $290.4M | 0.18% | |
| 89 | PGPROCTER AND GAMBLE CO | 1,822 | $290.3M | 0.18% | |
| 90 | BABAALIBABA GROUP HLDG LTD | 2,543 | $288.4M | 0.18% | |
| 91 | VXFVANGUARD INDEX FDS | 1,475 | $284.2M | 0.18% | |
| 92 | VCSHVANGUARD SCOTTSDALE FDS | 3,526 | $280.3M | 0.18% | |
| 93 | KLACKLA CORP | 309 | $276.8M | 0.17% | |
| 94 | PGRPROGRESSIVE CORP | 1,027 | $274.1M | 0.17% | |
| 95 | CEGCONSTELLATION ENERGY CORP | 844 | $272.4M | 0.17% | |
| 96 | CRMSALESFORCE INC | 965 | $263.1M | 0.16% | |
| 97 | VUGVANGUARD INDEX FDS | 599 | $262.6M | 0.16% | |
| 98 | IQVIQVIA HLDGS INC | 1,664 | $262.2M | 0.16% | |
| 99 | SELVSEI EXCHANGE TRADED FUNDS | 8,100 | $253.7M | 0.16% | |
| 100 | BSCPINVESCO EXCH TRD SLF IDX FD | 12,092 | $250.1M | 0.16% |
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