Investor
Meriwether Wealth & Planning, LLC
CIK 0002055554 · filed 2026-04-09 · SEC filing
13F book
$182.6M
Positions
126
12 new · 9 sold
Largest name
11.0%
Schwab Strategic Tr
Est. mark
−$1.28M
Price effect on 114 names still held. Flow $6.53M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 656K | $20M | 11.0% | $583.9K | Cut−$2.61M |
| Schwab Strategic Tr | — | 642K | $18.7M | 10.2% | −$2.24M | Cut−$4.85M |
| Fidelity Merrimack Str Tr | — | 395.6K | $18M | 9.9% | −$152.2K | Added$1.36M |
| Vanguard Star Fds | — | 97K | $7.48M | 4.1% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 380.7K | $7.47M | 4.1% | −$39K | Added$769.1K |
| Invesco Exch Trd Slf Idx Fd | — | 352.9K | $6.89M | 3.8% | −$14.2K | Added$734.2K |
| Exxon Mobil Corp | — | 38.8K | $6.58M | 3.6% | $1.91M | Cut$1.78M |
| Schwab Strategic Tr | — | 204.6K | $5.95M | 3.3% | $117.6K | Added$370.2K |
| Invesco Exch Traded Fd Tr Ii | — | 69.9K | $5.11M | 2.8% | $105.4K | Added$736.4K |
| Sei Exchange Traded Funds | — | 128.5K | $4.68M | 2.6% | −$304.1K | Added−$19.4K |
| Jpmorgan Chase & Co. | — | 12.4K | $3.66M | 2.0% | −$349K | Cut−$716K |
| State Srt Spdr Prtfl Hgh | — | 152.6K | $3.56M | 1.9% | −$49.1K | Added$235.6K |
| Berkshire Hathaway Inc Del | — | 6.29K | $3.01M | 1.7% | −$144.2K | Added−$77.1K |
| Alphabet Inc | — | 9.61K | $2.76M | 1.5% | −$258.9K | Cut−$492K |
| Amazon Com Inc | AMZN | 11.8K | $2.45M | 1.3% | −$210.7K | Added$296.9K |
| Sei Exchange Traded Funds | — | 47.7K | $2.17M | 1.2% | −$21.6K | Added$455.2K |
| Invesco Exch Traded Fd Tr Ii | — | 39.3K | $2.16M | 1.2% | −$22.5K | Added$442.3K |
| Microsoft Corp | MSFT | 5.63K | $2.09M | 1.1% | −$563.1K | Added−$314.3K |
| Apple Inc. | AAPL | 6.76K | $1.72M | 0.9% | −$119.8K | Added−$86.3K |
| Vanguard Tax-Managed Fds | — | 23.6K | $1.51M | 0.8% | $32.6K | Added$244.9K |
| Booking Holdings Inc. | BKNG | 354 | $1.49M | 0.8% | −$316K | Added$12.4K |
| Conocophillips | COP | 11.2K | $1.47M | 0.8% | $420.2K | Added$449.7K |
| Schwab Charles Corp | — | 15.6K | $1.47M | 0.8% | −$92.8K | Cut−$178.7K |
| Nvidia Corp | NVDA | 8.37K | $1.46M | 0.8% | −$96.7K | Added−$30.1K |
| Caterpillar Inc | CAT | 1.99K | $1.41M | 0.8% | $269.3K | Cut$268.1K |
| Select Sector Spdr Tr | — | 20.7K | $1.27M | 0.7% | $338.9K | Added$351.4K |
| Applied Matls Inc | — | 3.63K | $1.24M | 0.7% | $307.8K | Cut$202.7K |
| Comcast Corp New | — | 43.1K | $1.24M | 0.7% | −$47.7K | Added$29.6K |
| General Dynamics Corp | GD | 3.42K | $1.17M | 0.6% | $22.4K | Cut$10.6K |
| Lowes Cos Inc | — | 4.49K | $1.06M | 0.6% | −$21.9K | Cut−$42.1K |
| Chevron Corp New | CVX | 5.09K | $1.05M | 0.6% | $269K | Added$299.8K |
| Becton Dickinson & Co | BDX | 6.68K | $1.05M | 0.6% | −$164.6K | Added$183.7K |
| Visa Inc. | V | 3.47K | $1.05M | 0.6% | −$145.4K | Added−$4.21K |
| Business First Bancshares In | — | 37.6K | $1.02M | 0.6% | $33.8K | Held |
| Energy Transfer L P | — | 50.4K | $972.5K | 0.5% | $141.6K | Cut$125.1K |
| Bank New York Mellon Corp | — | 8.06K | $956K | 0.5% | $20.5K | Cut−$309K |
| Oracle Corp | — | 6.36K | $935.5K | 0.5% | −$249.5K | Added−$81.8K |
| Analog Devices Inc | ADI | 2.94K | $933.7K | 0.5% | $137.8K | Cut−$78.1K |
| Novartis Ag | — | 6.07K | $927.7K | 0.5% | $90.4K | Cut−$383.4K |
| Unilever Plc | — | 16K | $910.6K | 0.5% | −$133.9K | Added−$128.2K |
| Enterprise Prods Partners L | — | 22.7K | $860.5K | 0.5% | $130.6K | Added$136K |
| Deere & Co | DE | 1.53K | $859.6K | 0.5% | $149.1K | Cut$148.7K |
| Medtronic Plc | MDT | 9.83K | $851.5K | 0.5% | −$90.2K | Added−$69.5K |
| Elevance Health Inc Formerly | — | 2.86K | $837.9K | 0.5% | −$112.5K | Added$155.7K |
| Omnicom Group Inc. | OMC | 11.1K | $837.4K | 0.5% | −$55.2K | Added$18.7K |
| Sanofi Sa | — | 17.4K | $837.2K | 0.5% | −$4.5K | Added$57.8K |
| Walmart Inc. | WMT | 6.51K | $809.1K | 0.4% | $82.7K | Added$93.3K |
| Mckesson Corp | MCK | 834 | $721.7K | 0.4% | $37.6K | Cut−$192.1K |
| Invesco Exchange Traded Fd T | — | 3.75K | $719.7K | 0.4% | $1.35K | Cut−$46.5K |
| Canadian Pacific Kansas City | — | 8.59K | $675.4K | 0.4% | $43.2K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 29.4K | $657.2K | 0.4% | −$7.33K | Cut−$12.6K |
| Alphabet Inc | — | 2.05K | $588.3K | 0.3% | −$47.2K | Added$7.73K |
| Invesco Exch Trd Slf Idx Fd | — | 25.2K | $584.9K | 0.3% | −$4.16K | Cut−$8.55K |
| Schwab Strategic Tr | — | 18.9K | $580.2K | 0.3% | $61.5K | Cut−$20.5K |
| Intuitive Surgical Inc | ISRG | 1.24K | $570.2K | 0.3% | −$126.8K | Added−$111.1K |
| Palantir Technologies Inc. | PLTR | 3.71K | $543.3K | 0.3% | −$116.9K | Cut−$118.1K |
| AbbVie Inc. | ABBV | 2.47K | $536.5K | 0.3% | −$27.1K | Cut−$49.8K |
| Aon plc | AON | 1.63K | $526.8K | 0.3% | — | New |
| Vanguard Scottsdale Fds | — | 6.36K | $526.4K | 0.3% | −$5.41K | Added$73.5K |
| Tyler Technologies Inc | TYL | 1.5K | $513.6K | 0.3% | −$167.4K | Held |
| Tesla, Inc. | TSLA | 1.38K | $512.6K | 0.3% | −$93.1K | Added−$24.3K |
| Invesco Exch Trd Slf Idx Fd | — | 22.3K | $482.7K | 0.3% | −$7.01K | Cut−$12.2K |
| Taiwan Semiconductor Mfg Ltd | — | 1.43K | $482.6K | 0.3% | $48.6K | Cut−$26.4K |
| Vaneck Etf Trust | — | 1.25K | $479.3K | 0.3% | $28.9K | Added$31.6K |
| RTX Corp | RTX | 2.34K | $450.8K | 0.2% | $22.2K | Cut−$7.51K |
| Amrize Ltd | AMRZ | 8.04K | $450.5K | 0.2% | — | New |
| Kla Corp | KLAC | 298 | $438.8K | 0.2% | $76.7K | Held |
| Pepsico Inc | PEP | 2.78K | $431.2K | 0.2% | $31.6K | Added$45.6K |
| Jackson Financial Inc | — | 4.05K | $428.2K | 0.2% | −$3.77K | Held |
| Spdr Series Trust | — | 9.17K | $417.3K | 0.2% | $20.8K | Cut−$31.4K |
| Thermo Fisher Scientific Inc. | TMO | 830 | $408K | 0.2% | — | New |
| Enbridge Inc | — | 7.37K | $398.8K | 0.2% | $46.5K | Cut$45.5K |
| Eli Lilly & Co | LLY | 433 | $398.3K | 0.2% | −$66.8K | Added−$64.9K |
| Accenture Plc Ireland | — | 1.99K | $393.8K | 0.2% | — | New |
| Strategy Shs | — | 14.7K | $386K | 0.2% | −$8.81K | Added$69.5K |
| Amgen Inc | AMGN | 1.04K | $364.9K | 0.2% | $25.4K | Cut$15.3K |
| Invesco Exch Trd Slf Idx Fd | — | 17.7K | $361.4K | 0.2% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 19.3K | $360.9K | 0.2% | — | New |
| Fedex Corp | FDX | 998 | $355.5K | 0.2% | $67.2K | Cut$66.6K |
| Duke Energy Corp New | — | 2.7K | $354.1K | 0.2% | $37.1K | Cut$28.9K |
| Invesco Exch Trd Slf Idx Fd | — | 20.5K | $342.4K | 0.2% | — | New |
| Sei Exchange Traded Funds | — | 8.17K | $339.4K | 0.2% | $490 | Held |
| Ferguson Enterprises Inc | — | 1.45K | $337.1K | 0.2% | — | New |
| Vanguard Scottsdale Fds | — | 4.13K | $327.5K | 0.2% | −$1.62K | Added$46.3K |
| Meta Platforms, Inc. | META | 571 | $326.7K | 0.2% | −$50K | Added−$48.9K |
| Pfizer Inc | PFE | 11.6K | $325.1K | 0.2% | $34.8K | Added$52.6K |
| Spdr Gold Tr | — | 738 | $317.6K | 0.2% | $25.1K | Held |
| Vanguard Index Fds | — | 1.5K | $308.7K | 0.2% | −$4.9K | Added$39 |
| Vanguard Growth Etf | — | 698 | $304.9K | 0.2% | −$34.1K | Added−$21K |
| Woodside Energy Group Ltd | — | 12.4K | $295.4K | 0.2% | $95.8K | Added$115.2K |
| Mastercard Inc | MA | 566 | $282.8K | 0.2% | −$40.3K | Cut−$88.3K |
| Starbucks Corp | SBUX | 3.12K | $279.7K | 0.2% | $16.8K | Cut$7.37K |
| Schwab Strategic Tr | — | 8.87K | $274.7K | 0.1% | $7.65K | Added$16.4K |
| Invesco Exch Trd Slf Idx Fd | — | 12.7K | $266.6K | 0.1% | −$4.89K | Added$45.3K |
| Advanced Micro Devices Inc | AMD | 1.29K | $263.4K | 0.1% | −$13K | Added$3.24K |
| Micron Technology Inc | MU | 778 | $262.8K | 0.1% | — | New |
| Sei Exchange Traded Funds | — | 8.1K | $261.9K | 0.1% | $228 | Held |
| Vanguard Whitehall Fds | — | 1.77K | $261.5K | 0.1% | $8.09K | Held |
| Vanguard Index Fds | — | 1.41K | $258.9K | 0.1% | $9.56K | Added$13.4K |
| Entergy Corp New | — | 2.3K | $258.5K | 0.1% | $45.9K | Cut$37.4K |
| Broadcom Inc. | AVGO | 833 | $257.8K | 0.1% | −$26.9K | Added$3.79K |
| Southern Co | — | 2.66K | $256.9K | 0.1% | $24.6K | Added$26.6K |
| Invesco Exch Trd Slf Idx Fd | — | 9.97K | $255.3K | 0.1% | −$4.32K | Added$36.1K |
| Vanguard Bd Index Fds | — | 3.4K | $250.4K | 0.1% | −$1.46K | Held |
| Alibaba Group Hldg Ltd | — | 1.99K | $250K | 0.1% | −$42.1K | Cut−$42.5K |
| J P Morgan Exchange Traded F | — | 4.32K | $245.1K | 0.1% | −$2.42K | Cut−$22.7K |
| Procter And Gamble Co | PG | 1.67K | $241.2K | 0.1% | $1.89K | Cut−$8K |
| Lamar Advertising Co/New | LAMR | 1.89K | $239.8K | 0.1% | $151 | Cut−$2.25K |
| Costco Whsl Corp New | — | 237 | $236.2K | 0.1% | $31.5K | Added$33.5K |
| Constellation Energy Corp | CEG | 845 | $236K | 0.1% | −$62.5K | Cut−$62.9K |
| Nextera Energy Inc | — | 2.46K | $228.4K | 0.1% | $31K | Cut−$1.13K |
| Oklo Inc. | OKLO | 4.56K | $226.1K | 0.1% | −$100.8K | Added−$100K |
| Air Prods & Chems Inc | — | 764 | $221.9K | 0.1% | $33.2K | Cut−$1.62K |
| Bank America Corp | — | 4.38K | $213.4K | 0.1% | −$27.4K | Cut−$857.5K |
| Talen Energy Corp | TLN | 667 | $212.9K | 0.1% | −$37.1K | Held |
| Disney Walt Co | — | 2.2K | $212K | 0.1% | −$38.3K | Cut−$88.2K |
| Ford Mtr Co | — | 18.3K | $211.6K | 0.1% | −$28K | Added−$21K |
| Iqvia Hldgs Inc | — | 1.24K | $211.3K | 0.1% | — | New |
| Coca Cola Co | KO | 2.78K | $211.2K | 0.1% | — | New |
| Spdr Series Trust | — | 1.75K | $209.7K | 0.1% | $11.3K | Cut−$10.7K |
| Salesforce, Inc. | CRM | 1.11K | $206.5K | 0.1% | −$79.5K | Added−$62.7K |
| Cisco Sys Inc | — | 2.66K | $206.2K | 0.1% | $1.46K | Added$5.72K |
| Nrg Energy, Inc. | NRG | 1.41K | $205.8K | 0.1% | −$18.2K | Added−$15.3K |
| Standard Lithium Ltd. | SLI | 51.5K | $175.8K | 0.1% | −$48.9K | Added−$30.3K |
| Lloyds Banking Group Plc | — | 26.2K | $132K | 0.1% | −$7.09K | Cut−$24.9K |
| Martin Midstream Prtnrs L P | — | 10.4K | $28.6K | 0.0% | $1.54K | Added$1.79K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.