Meriwether Wealth & Planning, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$177.3M
Holdings
123
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (123 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHGSCHWAB STRATEGIC TR | 721,921 | $23.5M | 13.28% | |
| 2 | SCHVSCHWAB STRATEGIC TR | 763,768 | $22.6M | 12.75% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 362,417 | $16.7M | 9.41% | |
| 4 | BSCRINVESCO EXCH TRD SLF IDX FD | 339,508 | $6.7M | 3.78% | |
| 5 | BSCQINVESCO EXCH TRD SLF IDX FD | 314,561 | $6.2M | 3.47% | |
| 6 | SCHASCHWAB STRATEGIC TR | 195,943 | $5.6M | 3.15% | |
| 7 | XOMEXXON MOBIL CORP | 39,895 | $4.8M | 2.71% | |
| 8 | SEIQSEI EXCHANGE TRADED FUNDS | 120,665 | $4.7M | 2.65% | |
| 9 | SPLVINVESCO EXCH TRADED FD TR II | 61,293 | $4.4M | 2.47% | |
| 10 | JPMJPMORGAN CHASE & CO. | 13,577 | $4.4M | 2.47% | |
| 11 | SPHYSPDR SERIES TRUST | 140,350 | $3.3M | 1.87% | |
| 12 | GOOGALPHABET INC | 10,353 | $3.2M | 1.83% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,150 | $3.1M | 1.74% | |
| 14 | MSFTMICROSOFT CORP | 4,963 | $2.4M | 1.35% | |
| 15 | AMZNAMAZON COM INC | 9,342 | $2.2M | 1.22% | |
| 16 | AAPLAPPLE INC | 6,630 | $1.8M | 1.02% | |
| 17 | SEIMSEI EXCHANGE TRADED FUNDS | 37,192 | $1.7M | 0.97% | |
| 18 | IDMOINVESCO EXCH TRADED FD TR II | 30,821 | $1.7M | 0.97% | |
| 19 | SCHWSCHWAB CHARLES CORP | 16,506 | $1.6M | 0.93% | |
| 20 | NVDANVIDIA CORPORATION | 7,991 | $1.5M | 0.84% | |
| 21 | BKNGBOOKING HOLDINGS INC | 276 | $1.5M | 0.83% | |
| 22 | NVSNNOVARTIS AG | 9,509 | $1.3M | 0.74% | |
| 23 | BKBANK NEW YORK MELLON CORP | 10,897 | $1.3M | 0.71% | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 20,243 | $1.3M | 0.71% | |
| 25 | CMCSACOMCAST CORP NEW | 40,449 | $1.2M | 0.68% | |
| 26 | GDGENERAL DYNAMICS CORP | 3,450 | $1.2M | 0.65% | |
| 27 | CATCATERPILLAR INC | 1,988 | $1.1M | 0.64% | |
| 28 | LOWLOWES COS INC | 4,569 | $1.1M | 0.62% | |
| 29 | BACBANK AMERICA CORP | 19,471 | $1.1M | 0.60% | |
| 30 | VVISA INC | 2,999 | $1.1M | 0.59% | |
| 31 | ULUNILEVER PLC | 15,884 | $1.0M | 0.59% | |
| 32 | AMATAPPLIED MATLS INC | 4,039 | $1.0M | 0.58% | |
| 33 | COPCONOCOPHILLIPS | 10,945 | $1.0M | 0.58% | |
| 34 | ORCLORACLE CORP | 5,219 | $1.0M | 0.57% | |
| 35 | ADIANALOG DEVICES INC | 3,731 | $1.0M | 0.57% | |
| 36 | OACPUNIFIED SER TR | 43,820 | $1.0M | 0.57% | |
| 37 | BFSTBUSINESS FIRST BANCSHARES IN | 37,583 | $982K | 0.55% | |
| 38 | MDTMEDTRONIC PLC | 9,588 | $921K | 0.52% | |
| 39 | XLESELECT SECTOR SPDR TR | 20,480 | $915K | 0.52% | |
| 40 | MCKMCKESSON CORP | 1,114 | $913K | 0.51% | |
| 41 | BDXBECTON DICKINSON & CO | 4,468 | $867K | 0.49% | |
| 42 | KMXCARMAX INC | 22,295 | $861K | 0.49% | |
| 43 | ETENERGY TRANSFER L P | 51,386 | $847K | 0.48% | |
| 44 | OMCOMNICOM GROUP INC | 10,139 | $818K | 0.46% | |
| 45 | SNYSANOFI SA | 16,083 | $779K | 0.44% | |
| 46 | RSPINVESCO EXCHANGE TRADED FD T | 4,000 | $766K | 0.43% | |
| 47 | CVXCHEVRON CORP NEW | 4,937 | $752K | 0.42% | |
| 48 | EPDENTERPRISE PRODS PARTNERS L | 22,598 | $724K | 0.41% | |
| 49 | WMTWALMART INC | 6,425 | $715K | 0.40% | |
| 50 | DEDEERE & CO | 1,527 | $710K | 0.40% | |
| 51 | ELVELEVANCE HEALTH INC FORMERLY | 1,946 | $682K | 0.38% | |
| 52 | ISRGINTUITIVE SURGICAL INC | 1,203 | $681K | 0.38% | |
| 53 | TYLTYLER TECHNOLOGIES INC | 1,500 | $680K | 0.38% | |
| 54 | BSJRINVESCO EXCH TRD SLF IDX FD | 29,620 | $669K | 0.38% | |
| 55 | PLTRPALANTIR TECHNOLOGIES INC | 3,721 | $661K | 0.37% | |
| 56 | CPCANADIAN PACIFIC KANSAS CITY | 8,586 | $632K | 0.36% | |
| 57 | OALCUNIFIED SER TR | 17,386 | $616K | 0.35% | |
| 58 | SCHDSCHWAB STRATEGIC TR | 21,897 | $600K | 0.34% | |
| 59 | BSJQINVESCO EXCH TRD SLF IDX FD | 25,427 | $593K | 0.33% | |
| 60 | ABBVABBVIE INC | 2,566 | $586K | 0.33% | |
| 61 | GOOGLALPHABET INC | 1,855 | $580K | 0.33% | |
| 62 | TSLATESLA INC | 1,194 | $536K | 0.30% | |
| 63 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,675 | $509K | 0.29% | |
| 64 | BSJSINVESCO EXCH TRD SLF IDX FD | 22,496 | $494K | 0.28% | |
| 65 | EBAEBAY INC. | 5,513 | $480K | 0.27% | |
| 66 | LLYELI LILLY & CO | 431 | $463K | 0.26% | |
| 67 | RTXRTX CORPORATION | 2,499 | $458K | 0.26% | |
| 68 | VCITVANGUARD SCOTTSDALE FDS | 5,408 | $452K | 0.25% | |
| 69 | SPYDSPDR SERIES TRUST | 10,376 | $448K | 0.25% | |
| 70 | SMHVANECK ETF TRUST | 1,243 | $447K | 0.25% | |
| 71 | JXNJACKSON FINANCIAL INC | 4,050 | $431K | 0.24% | |
| 72 | PEPPEPSICO INC | 2,687 | $385K | 0.22% | |
| 73 | METAMETA PLATFORMS INC | 569 | $375K | 0.21% | |
| 74 | MAMASTERCARD INCORPORATED | 650 | $371K | 0.21% | |
| 75 | KLACKLA CORP | 298 | $362K | 0.20% | |
| 76 | ENBENBRIDGE INC | 7,387 | $353K | 0.20% | |
| 77 | AMGNAMGEN INC | 1,068 | $349K | 0.20% | |
| 78 | SEIVSEI EXCHANGE TRADED FUNDS | 8,167 | $338K | 0.19% | |
| 79 | OKLOOKLO INC | 4,545 | $326K | 0.18% | |
| 80 | VUGVANGUARD INDEX FDS | 668 | $325K | 0.18% | |
| 81 | DUKDUKE ENERGY CORP NEW | 2,774 | $325K | 0.18% | |
| 82 | ESUMSTRATEGY SHS | 11,750 | $316K | 0.18% | |
| 83 | VXFVANGUARD INDEX FDS | 1,476 | $308K | 0.17% | |
| 84 | DISDISNEY WALT CO | 2,639 | $300K | 0.17% | |
| 85 | CEGCONSTELLATION ENERGY CORP | 846 | $298K | 0.17% | |
| 86 | BABAALIBABA GROUP HLDG LTD | 1,996 | $292K | 0.16% | |
| 87 | GQ9SPDR GOLD TR | 738 | $292K | 0.16% | |
| 88 | FDXFEDEX CORP | 1,000 | $288K | 0.16% | |
| 89 | VCSHVANGUARD SCOTTSDALE FDS | 3,526 | $281K | 0.16% | |
| 90 | SBUXSTARBUCKS CORP | 3,234 | $272K | 0.15% | |
| 91 | PFEPFIZER INC | 10,947 | $272K | 0.15% | |
| 92 | CRMSALESFORCE INC | 1,016 | $269K | 0.15% | |
| 93 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,678 | $267K | 0.15% | |
| 94 | SELVSEI EXCHANGE TRADED FUNDS | 8,100 | $261K | 0.15% | |
| 95 | AMDADVANCED MICRO DEVICES INC | 1,215 | $260K | 0.15% | |
| 96 | MINTPIMCO ETF TR | 2,585 | $259K | 0.15% | |
| 97 | SCHMSCHWAB STRATEGIC TR | 8,590 | $258K | 0.15% | |
| 98 | FLTRVANECK ETF TRUST | 10,074 | $256K | 0.14% | |
| 99 | AVGOBROADCOM INC | 734 | $254K | 0.14% | |
| 100 | FLRNSPDR SERIES TRUST | 8,242 | $253K | 0.14% |
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