Meriwether Wealth & Planning, LLC Top Holdings and 13F Report (2025) About Meriwether Wealth & Planning, LLCInvestment ActivityMeriwether Wealth & Planning, LLC has $140.44 million in total holdings as of December 31, 2024.Meriwether Wealth & Planning, LLC owns shares of 117 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab U.S. Large-Cap Growth ETF $16,122,405Schwab U.S. Large-Cap Value ETF $14,337,744Fidelity Total Bond ETF $14,002,581PIMCO ETF TR $10,307,880Dimensional U.S. Small Cap ETF $5,939,982 Sector AllocationMap of 500 Largest Holdings ofMeriwether Wealth & Planning, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$16,122,405578,48611.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$14,337,744549,97110.2%ETFFBNDFidelity Total Bond ETF$14,002,581312,07010.0%ETFPIMCO ETF TR$10,307,880114,0007.3%ACTIVE BD ETFDFASDimensional U.S. Small Cap ETF$5,939,98291,2724.2%ETFJPMJPMorgan Chase & Co.$3,687,45915,3832.6%FinanceBRK.BBerkshire Hathaway$2,817,5886,2162.0%FinanceSPHYSPDR Portfolio High Yield Bond ETF$2,614,347111,3911.9%ETFXOMExxon Mobil$2,256,71120,9791.6%Oils/EnergySEIMSEI Enhanced U.S. Large Cap Momentum Factor ETF$2,251,77458,3211.6%ETFMSFTMicrosoft$2,150,9155,1031.5%Computer and TechnologyGOOGAlphabet$2,150,25811,2911.5%Computer and TechnologySEIQSEI Enhanced U.S. Large Cap Quality Factor ETF$1,965,34056,2491.4%ETFORCLOracle$1,853,87011,1251.3%Computer and TechnologyAMZNAmazon.com$1,690,4007,7051.2%Retail/WholesaleAAPLApple$1,690,3356,7501.2%Computer and TechnologyBKNGBooking$1,634,6103291.2%Retail/WholesaleOACPOneAscent Core Plus Bond ETF$1,600,93871,2051.1%ETFCVXChevron$1,491,12810,2951.1%Oils/EnergyVVisa$1,481,9124,6891.1%Business ServicesXLEEnergy Select Sector SPDR Fund$1,208,49114,1080.9%ETFCMCSAComcast$1,190,11431,7110.8%Consumer DiscretionaryFLTRVanEck Floating Rate ETF$1,176,57946,2310.8%ETFSCHWCharles Schwab$1,173,50315,8560.8%FinanceKMXCarMax$1,135,64613,8900.8%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$1,111,62340,6890.8%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$1,106,89536,0200.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,104,94411,0120.8%ETFNVDANVIDIA$1,076,3348,0150.8%Computer and TechnologyLOWLowe's Companies$991,6424,0180.7%Retail/WholesaleBKBank of New York Mellon$984,57612,8150.7%FinanceBFSTBusiness First Bancshares$967,39937,6420.7%FinanceEBAYeBay$942,01215,2060.7%Retail/WholesaleCOPConocoPhillips$899,5719,0710.6%Oils/EnergyULUnilever$880,43815,5280.6%Consumer StaplesETEnergy Transfer$865,21244,1660.6%Oils/EnergyNVSNovartis$820,5188,4320.6%MedicalOALCOneAscent Large Cap Core ETF$803,86227,1300.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$799,52410,2490.6%ETFGDGeneral Dynamics$797,3213,0260.6%AerospaceBACBank of America$772,33317,5730.5%FinanceBDXBecton, Dickinson and Company$768,1823,3860.5%MedicalADIAnalog Devices$747,4343,5180.5%Computer and TechnologyMDTMedtronic$717,4028,9810.5%MedicalRSPInvesco S&P 500 Equal Weight ETF$700,9204,0000.5%ETFEPDEnterprise Products Partners$695,50222,1780.5%Oils/EnergyCATCaterpillar$657,3211,8120.5%Industrial ProductsSPYDSPDR Portfolio S&P 500 High Dividend ETF$655,38915,1570.5%ETFMCKMcKesson$634,3101,1130.5%MedicalCPCanadian Pacific Kansas City$624,8438,6340.4%TransportationWMTWalmart$596,5816,6030.4%Retail/WholesaleELVElevance Health$591,7161,6040.4%MedicalSNYSanofi$587,05612,1720.4%MedicalISRGIntuitive Surgical$537,0971,0290.4%MedicalABBVAbbVie$522,4382,9400.4%MedicalIQVIQVIA$504,6382,5680.4%MedicalKRESPDR S&P Regional Banking ETF$495,9568,2180.4%ETFOMCOmnicom Group$469,8645,4610.3%Business ServicesMAMastercard$456,5368670.3%Business ServicesDEDeere & Company$455,0541,0740.3%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$447,1172,2640.3%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$440,9235,4930.3%ETFAMGNAmgen$417,2851,6010.3%MedicalENBEnbridge$417,2149,8330.3%Oils/EnergyJXNJackson Financial$412,5854,7380.3%FinanceSBUXStarbucks$411,4464,5090.3%Retail/WholesaleDUKDuke Energy$392,2813,6410.3%UtilitiesBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$388,53016,6930.3%ETFAPDAir Products and Chemicals$375,6021,2950.3%Basic MaterialsLLYEli Lilly and Company$370,5604800.3%MedicalBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$362,38716,1780.3%ETFDISWalt Disney$355,4293,1920.3%Consumer DiscretionaryTSLATesla$350,5338680.2%Auto/Tires/TrucksPEPPepsiCo$347,3052,2840.2%Consumer StaplesPGProcter & Gamble$337,1442,0110.2%Consumer StaplesGOOGLAlphabet$336,1971,7760.2%Computer and TechnologyETREntergy$334,8974,4170.2%UtilitiesFDXFedEx$325,2171,1560.2%TransportationLAMRLamar Advertising$318,8372,6190.2%FinanceRTXRTX$318,4612,7520.2%AerospaceCRMSalesforce$317,2799490.2%Computer and TechnologyMETAMeta Platforms$313,8335360.2%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$312,3661,2310.2%ETFADBEAdobe$309,4976960.2%Computer and TechnologyWDSWoodside Energy Group$295,19918,9230.2%Oils/EnergyVUGVanguard Growth ETF$280,3316830.2%ETFNUHYNuveen ESG High Yield Corporate Bond ETF$278,76813,1930.2%ETFVXFVanguard Extended Market ETF$271,4811,4290.2%ETFSEIVSEI Enhanced U.S. Large Cap Value Factor ETF$270,4858,1670.2%ETFONEYSPDR Russell 1000 Yield Focus ETF$267,8022,4600.2%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$266,32011,5440.2%ETFPALANTIR TECHNOLOGIES INC$264,7813,5010.2%CL AJEPIJPMorgan Equity Premium Income ETF$264,7534,6020.2%ETFUNHUnitedHealth Group$264,0595220.2%MedicalVYMVanguard High Dividend Yield ETF$259,2632,0320.2%ETFCVMCCalvert US Mid-Cap Core Responsible Index ETF$257,0104,3260.2%ETFCOSTCostco Wholesale$255,6392790.2%Retail/WholesaleBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$250,53411,5560.2%ManufacturingVOEVanguard Mid-Cap Value ETF$246,8611,5260.2%ETFEIXEdison International$239,4402,9990.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
