Meriwether Wealth & Planning, LLC Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$172.6B
Holdings
127
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHGSCHWAB STRATEGIC TR | 722,280 | $23.0B | 13.35% | |
| 2 | SCHVSCHWAB STRATEGIC TR | 735,542 | $21.4B | 12.41% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 355,052 | $16.4B | 9.51% | |
| 4 | BSCRINVESCO EXCH TRD SLF IDX FD | 327,618 | $6.5B | 3.74% | |
| 5 | BSCQINVESCO EXCH TRD SLF IDX FD | 297,252 | $5.8B | 3.37% | |
| 6 | DFASDIMENSIONAL ETF TRUST | 79,255 | $5.4B | 3.14% | |
| 7 | JPMJPMORGAN CHASE & CO. | 14,558 | $4.6B | 2.66% | |
| 8 | XOMEXXON MOBIL CORP | 40,496 | $4.6B | 2.65% | |
| 9 | SEIQSEI EXCHANGE TRADED FUNDS | 113,801 | $4.4B | 2.55% | |
| 10 | SPLVINVESCO EXCH TRADED FD TR II | 57,368 | $4.2B | 2.44% | |
| 11 | SPHYSPDR SERIES TRUST | 134,426 | $3.2B | 1.86% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,156 | $3.1B | 1.79% | |
| 13 | GOOGALPHABET INC | 12,537 | $3.1B | 1.77% | |
| 14 | MSFTMICROSOFT CORP | 5,182 | $2.7B | 1.56% | |
| 15 | AMZNAMAZON COM INC | 9,878 | $2.2B | 1.26% | |
| 16 | AAPLAPPLE INC | 6,900 | $1.8B | 1.02% | |
| 17 | SCHWSCHWAB CHARLES CORP | 17,249 | $1.6B | 0.95% | |
| 18 | NVDANVIDIA CORPORATION | 8,160 | $1.5B | 0.88% | |
| 19 | BKNGBOOKING HOLDINGS INC | 280 | $1.5B | 0.88% | |
| 20 | BKBANK NEW YORK MELLON CORP | 13,242 | $1.4B | 0.84% | |
| 21 | ORCLORACLE CORP | 4,910 | $1.4B | 0.80% | |
| 22 | NVSNNOVARTIS AG | 9,821 | $1.3B | 0.73% | |
| 23 | CVXCHEVRON CORP NEW | 8,022 | $1.2B | 0.72% | |
| 24 | GDGENERAL DYNAMICS CORP | 3,594 | $1.2B | 0.71% | |
| 25 | XLESELECT SECTOR SPDR TR | 13,484 | $1.2B | 0.70% | |
| 26 | SEIMSEI EXCHANGE TRADED FUNDS | 26,145 | $1.2B | 0.69% | |
| 27 | VVISA INC | 3,383 | $1.2B | 0.67% | |
| 28 | IDMOINVESCO EXCH TRADED FD TR II | 21,058 | $1.1B | 0.66% | |
| 29 | AMATAPPLIED MATLS INC | 5,104 | $1.0B | 0.61% | |
| 30 | BACBANK AMERICA CORP | 20,068 | $1.0B | 0.60% | |
| 31 | ULUNILEVER PLC | 17,360 | $1.0B | 0.60% | |
| 32 | ADIANALOG DEVICES INC | 4,062 | $998.0M | 0.58% | |
| 33 | CMCSACOMCAST CORP NEW | 31,072 | $976.3M | 0.57% | |
| 34 | MCKMCKESSON CORP | 1,223 | $944.8M | 0.55% | |
| 35 | OACPUNIFIED SER TR | 39,403 | $908.6M | 0.53% | |
| 36 | COPCONOCOPHILLIPS | 9,569 | $905.1M | 0.52% | |
| 37 | MDTMEDTRONIC PLC | 9,471 | $902.0M | 0.52% | |
| 38 | LOWLOWES COS INC | 3,572 | $897.7M | 0.52% | |
| 39 | BFSTBUSINESS FIRST BANCSHARES IN | 37,583 | $887.3M | 0.51% | |
| 40 | BDXBECTON DICKINSON & CO | 4,448 | $832.5M | 0.48% | |
| 41 | ETENERGY TRANSFER L P | 48,066 | $824.8M | 0.48% | |
| 42 | CATCATERPILLAR INC | 1,721 | $821.2M | 0.48% | |
| 43 | OMCOMNICOM GROUP INC | 9,917 | $808.5M | 0.47% | |
| 44 | RSPINVESCO EXCHANGE TRADED FD T | 4,000 | $758.8M | 0.44% | |
| 45 | EPDENTERPRISE PRODS PARTNERS L | 22,598 | $706.6M | 0.41% | |
| 46 | PLTRPALANTIR TECHNOLOGIES INC | 3,840 | $700.5M | 0.41% | |
| 47 | SCHDSCHWAB STRATEGIC TR | 25,449 | $694.8M | 0.40% | |
| 48 | OALCUNIFIED SER TR | 19,743 | $687.2M | 0.40% | |
| 49 | SNYSANOFI SA | 14,357 | $677.6M | 0.39% | |
| 50 | BSJRINVESCO EXCH TRD SLF IDX FD | 29,591 | $672.9M | 0.39% | |
| 51 | ABBVABBVIE INC | 2,777 | $643.0M | 0.37% | |
| 52 | CPCANADIAN PACIFIC KANSAS CITY | 8,586 | $639.6M | 0.37% | |
| 53 | ELVELEVANCE HEALTH INC FORMERLY | 1,969 | $636.2M | 0.37% | |
| 54 | KMXCARMAX INC | 13,994 | $627.9M | 0.36% | |
| 55 | BSJQINVESCO EXCH TRD SLF IDX FD | 25,404 | $594.6M | 0.34% | |
| 56 | WMTWALMART INC | 5,464 | $563.1M | 0.33% | |
| 57 | TSLATESLA INC | 1,250 | $555.9M | 0.32% | |
| 58 | EBAEBAY INC. | 6,057 | $550.9M | 0.32% | |
| 59 | ISRGINTUITIVE SURGICAL INC | 1,204 | $538.5M | 0.31% | |
| 60 | SPYDSPDR SERIES TRUST | 11,910 | $524.0M | 0.30% | |
| 61 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,850 | $516.7M | 0.30% | |
| 62 | BSJSINVESCO EXCH TRD SLF IDX FD | 23,154 | $511.2M | 0.30% | |
| 63 | OKLOOKLO INC | 4,425 | $494.0M | 0.29% | |
| 64 | DEDEERE & CO | 1,079 | $493.4M | 0.29% | |
| 65 | RTXRTX CORPORATION | 2,831 | $473.7M | 0.27% | |
| 66 | GOOGLALPHABET INC | 1,878 | $456.5M | 0.26% | |
| 67 | VCITVANGUARD SCOTTSDALE FDS | 5,223 | $439.3M | 0.25% | |
| 68 | MAMASTERCARD INCORPORATED | 752 | $427.7M | 0.25% | |
| 69 | JXNJACKSON FINANCIAL INC | 4,152 | $420.3M | 0.24% | |
| 70 | BABAALIBABA GROUP HLDG LTD | 2,350 | $420.0M | 0.24% | |
| 71 | METAMETA PLATFORMS INC | 566 | $415.7M | 0.24% | |
| 72 | ENBENBRIDGE INC | 8,018 | $404.6M | 0.23% | |
| 73 | DUKDUKE ENERGY CORP NEW | 3,225 | $399.1M | 0.23% | |
| 74 | SMHVANECK ETF TRUST | 1,186 | $387.1M | 0.22% | |
| 75 | PEPPEPSICO INC | 2,704 | $379.8M | 0.22% | |
| 76 | BSJPINVESCO EXCH TRD SLF IDX FD | 16,061 | $370.4M | 0.21% | |
| 77 | VOTVANGUARD INDEX FDS | 1,231 | $361.7M | 0.21% | |
| 78 | LLYELI LILLY & CO | 440 | $335.7M | 0.19% | |
| 79 | KLACKLA CORP | 309 | $333.3M | 0.19% | |
| 80 | ETRENTERGY CORP NEW | 3,574 | $333.1M | 0.19% | |
| 81 | SBUXSTARBUCKS CORP | 3,907 | $330.5M | 0.19% | |
| 82 | AMGNAMGEN INC | 1,141 | $322.0M | 0.19% | |
| 83 | SEIVSEI EXCHANGE TRADED FUNDS | 8,167 | $317.7M | 0.18% | |
| 84 | DISDISNEY WALT CO | 2,709 | $310.2M | 0.18% | |
| 85 | VXFVANGUARD INDEX FDS | 1,476 | $309.0M | 0.18% | |
| 86 | TLNTALEN ENERGY CORP | 712 | $302.9M | 0.18% | |
| 87 | JEPIJ P MORGAN EXCHANGE TRADED F | 5,217 | $297.9M | 0.17% | |
| 88 | APDAIR PRODS & CHEMS INC | 1,073 | $292.6M | 0.17% | |
| 89 | VUGVANGUARD INDEX FDS | 599 | $287.3M | 0.17% | |
| 90 | VCSHVANGUARD SCOTTSDALE FDS | 3,526 | $281.8M | 0.16% | |
| 91 | CEGCONSTELLATION ENERGY CORP | 846 | $278.4M | 0.16% | |
| 92 | PGRPROGRESSIVE CORP | 1,080 | $266.7M | 0.15% | |
| 93 | CRMSALESFORCE INC | 1,120 | $265.4M | 0.15% | |
| 94 | PGPROCTER AND GAMBLE CO | 1,725 | $265.0M | 0.15% | |
| 95 | MINTPIMCO ETF TR | 2,623 | $264.1M | 0.15% | |
| 96 | GQ9SPDR GOLD TR | 738 | $262.3M | 0.15% | |
| 97 | FLTRVANECK ETF TRUST | 10,206 | $261.0M | 0.15% | |
| 98 | SELVSEI EXCHANGE TRADED FUNDS | 8,100 | $258.7M | 0.15% | |
| 99 | ONEYSPDR SERIES TRUST | 2,285 | $258.6M | 0.15% | |
| 100 | FLRNSPDR SERIES TRUST | 8,366 | $258.2M | 0.15% |
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