Holders — by stockHoldings — by fund
Meriwether Wealth & Planning, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002055554
$201.7M
disclosed book value
122
positions
11.6%
largest position share
Positions, as of 2026-06-30
top 100 of 122 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SCHVSCHWAB STRATEGIC TR | 671,004 | $23.4M | 11.6% |
| 2 | SCHGSCHWAB STRATEGIC TR | 656,757 | $22.2M | 11% |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 402,883 | $18.3M | 9.1% |
| 4 | VXUSVANGUARD STAR FDS | 135,861 | $11.6M | 5.8% |
| 5 | DYNFBLACKROCK ETF TRUST | 122,334 | $8.3M | 4.1% |
| 6 | BSCRINVESCO EXCH TRD SLF IDX FD | 385,428 | $7.6M | 3.7% |
| 7 | SCHASCHWAB STRATEGIC TR | 199,923 | $7.2M | 3.6% |
| 8 | BSCSINVESCO EXCH TRD SLF IDX FD | 345,990 | $7.0M | 3.5% |
| 9 | EXMOCEXXON MOBIL CORP | 38,833 | $5.3M | 2.6% |
| 10 | JPMJPMORGAN CHASE & CO | 12,539 | $4.1M | 2% |
| 11 | SPHYSPDR SERIES TRUST | 155,345 | $3.6M | 1.8% |
| 12 | GOOGALPHABET INC | 9,427 | $3.3M | 1.7% |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,394 | $3.2M | 1.6% |
| 14 | SEIMSEI EXCHANGE TRADED FUNDS | 55,153 | $3.1M | 1.5% |
| 15 | AMZNAMAZON COM INC | 12,207 | $2.9M | 1.4% |
| 16 | IDMOINVESCO EXCH TRADED FD TR II | 46,140 | $2.8M | 1.4% |
| 17 | AMATAPPLIED MATLS INC | 3,258 | $2.4M | 1.2% |
| 18 | MSFTMICROSOFT CORP | 5,809 | $2.2M | 1.1% |
| 19 | CATCATERPILLAR INC | 1,986 | $2.1M | 1% |
| 20 | AAPLAPPLE INC | 7,105 | $2.1M | 1% |
| 21 | VEAVANGUARD TAX-MANAGED FDS | 26,805 | $1.9M | 0.9% |
| 22 | NVDANVIDIA CORPORATION | 8,528 | $1.7M | 0.8% |
| 23 | BKNGBOOKING HOLDINGS INC | 9,453 | $1.7M | 0.8% |
| 24 | SCHWSCHWAB CHARLES CORP | 15,830 | $1.5M | 0.7% |
| 25 | GDGENERAL DYNAMICS CORP | 3,443 | $1.2M | 0.6% |
| 26 | VVISA INC | 3,412 | $1.2M | 0.6% |
| 27 | COPCONOCOPHILLIPS | 11,230 | $1.2M | 0.6% |
| 28 | BNYBANK OF NY MELLON CORP | 8,020 | $1.2M | 0.6% |
| 29 | BFSTBUSINESS FIRST BANCSHARES IN | 37,186 | $1.1M | 0.6% |
| 30 | SMHVANECK ETF TRUST | 1,728 | $1.1M | 0.6% |
| 31 | XLESELECT SECTOR SPDR TR | 20,147 | $1.1M | 0.5% |
| 32 | BDXBECTON DICKINSON & CO | 7,069 | $1.1M | 0.5% |
| 33 | ELVELEVANCE HEALTH INC FORMERLY | 2,679 | $1.0M | 0.5% |
| 34 | ADIANALOG DEVICES INC | 2,601 | $1.0M | 0.5% |
| 35 | WMTWALMART INC | 9,057 | $1.0M | 0.5% |
| 36 | CMCSACOMCAST CORP NEW | 41,304 | $1.0M | 0.5% |
| 37 | ULUNILEVER PLC | 16,521 | $993,243 | 0.5% |
| 38 | LOWLOWES COS INC | 4,475 | $986,693 | 0.5% |
| 39 | ETENERGY TRANSFER L P | 51,011 | $975,330 | 0.5% |
| 40 | MEDTRONIC PLC | 12,444 | $973,494 | 0.5% |
| 41 | DEDEERE & CO | 1,523 | $966,085 | 0.5% |
| 42 | NVSNOVARTIS AG | 6,134 | $961,320 | 0.5% |
| 43 | KLACKLA CORP | 2,983 | $900,001 | 0.4% |
| 44 | MUMICRON TECHNOLOGY INC | 757 | $873,798 | 0.4% |
| 45 | ORCLORACLE CORP | 5,919 | $867,429 | 0.4% |
| 46 | CVXCHEVRON CORPORATION | 5,067 | $839,906 | 0.4% |
| 47 | EPDENTERPRISE PRODS PARTNERS L | 22,741 | $835,959 | 0.4% |
| 48 | OMCOMNICOM GROUP INC | 11,193 | $815,186 | 0.4% |
| 49 | LENDSEI EXCHANGE TRADED FUNDS | 31,945 | $804,097 | 0.4% |
| 50 | RSPINVESCO EXCHANGE TRADED FD T | 3,750 | $797,888 | 0.4% |
| 51 | CPCANADIAN PACIFIC KANSAS CITY | 8,586 | $743,977 | 0.4% |
| 52 | AMDADVANCED MICRO DEVICES INC | 1,241 | $720,909 | 0.4% |
| 53 | GOOGLALPHABET INC | 1,995 | $712,953 | 0.4% |
| 54 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,402 | $669,553 | 0.3% |
| 55 | BSJRINVESCO EXCH TRD SLF IDX FD | 29,385 | $656,625 | 0.3% |
| 56 | MCKMCKESSON CORP | 836 | $631,682 | 0.3% |
| 57 | TSLATESLA INC | 1,464 | $615,758 | 0.3% |
| 58 | ABBVABBVIE INC | 2,438 | $613,498 | 0.3% |
| 59 | SCHDSCHWAB STRATEGIC TR | 19,041 | $603,790 | 0.3% |
| 60 | BSJQINVESCO EXCH TRD SLF IDX FD | 25,239 | $579,361 | 0.3% |
| 61 | VCITVANGUARD SCOTTSDALE FDS | 6,747 | $557,640 | 0.3% |
| 62 | LLYELI LILLY & CO | 425 | $509,758 | 0.3% |
| 63 | AON PLC | 1,501 | $497,867 | 0.2% |
| 64 | ICEINTERCONTINENTAL EXCHANGE IN | 4,012 | $493,917 | 0.2% |
| 65 | ISRGINTUITIVE SURGICAL INC | 1,235 | $491,135 | 0.2% |
| 66 | BSJSINVESCO EXCH TRD SLF IDX FD | 22,260 | $484,044 | 0.2% |
| 67 | PLTRPALANTIR TECHNOLOGIES INC | 3,904 | $455,480 | 0.2% |
| 68 | ACCENTURE PLC IRELAND | 3,606 | $448,731 | 0.2% |
| 69 | ESUMSTRATEGY SHS | 14,579 | $446,628 | 0.2% |
| 70 | RTXRTX CORPORATION | 2,320 | $440,174 | 0.2% |
| 71 | SPYDSPDR SERIES TRUST | 9,221 | $439,934 | 0.2% |
| 72 | TYLTYLER TECHNOLOGIES INC | 1,500 | $438,690 | 0.2% |
| 73 | JXNJACKSON FINANCIAL INC | 4,050 | $414,680 | 0.2% |
| 74 | TMOTHERMO FISHER SCIENTIFIC INC | 825 | $413,622 | 0.2% |
| 75 | SCHMSCHWAB STRATEGIC TR | 11,012 | $406,012 | 0.2% |
| 76 | BSCQINVESCO EXCH TRD SLF IDX FD | 20,566 | $401,551 | 0.2% |
| 77 | ENBENBRIDGE INC | 7,296 | $395,516 | 0.2% |
| 78 | SEIVSEI EXCHANGE TRADED FUNDS | 8,167 | $392,016 | 0.2% |
| 79 | AMRIZE LTD | 7,306 | $389,410 | 0.2% |
| 80 | AMGNAMGEN INC | 1,026 | $371,535 | 0.2% |
| 81 | VXFVANGUARD INDEX FDS | 1,507 | $371,038 | 0.2% |
| 82 | VUGVANGUARD INDEX FDS | 4,277 | $368,421 | 0.2% |
| 83 | BSCTINVESCO EXCH TRD SLF IDX FD | 19,268 | $357,903 | 0.2% |
| 84 | FERGFERGUSON ENTERPRISES INC | 1,451 | $344,366 | 0.2% |
| 85 | BSCUINVESCO EXCH TRD SLF IDX FD | 20,411 | $339,741 | 0.2% |
| 86 | PEPPEPSICO INC | 2,496 | $337,958 | 0.2% |
| 87 | VCSHVANGUARD SCOTTSDALE FDS | 4,131 | $326,473 | 0.2% |
| 88 | METAMETA PLATFORMS INC | 575 | $323,892 | 0.2% |
| 89 | FDXFEDEX CORP | 996 | $311,877 | 0.2% |
| 90 | CSCOCISCO SYS INC | 2,616 | $307,275 | 0.2% |
| 91 | AVGOBROADCOM INC | 807 | $304,844 | 0.2% |
| 92 | VOEVANGUARD INDEX FDS | 1,514 | $299,166 | 0.1% |
| 93 | DUKDUKE ENERGY CORP NEW | 2,265 | $286,704 | 0.1% |
| 94 | FFORD MTR CO | 20,405 | $283,630 | 0.1% |
| 95 | GLDSPDR GOLD TR | 738 | $271,864 | 0.1% |
| 96 | MRVLMARVELL TECHNOLOGY INC | 902 | $268,697 | 0.1% |
| 97 | BSJTINVESCO EXCH TRD SLF IDX FD | 12,675 | $267,823 | 0.1% |
| 98 | SELVSEI EXCHANGE TRADED FUNDS | 8,100 | $264,708 | 0.1% |
| 99 | MAMASTERCARD INCORPORATED | 511 | $262,450 | 0.1% |
| 100 | WDSWOODSIDE ENERGY GROUP LTD | 13,474 | $260,318 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.