Meriwether Wealth & Planning, LLC
Sector Allocation
- Other53.3%$118.1M
- Financials16.6%$36.8M
- Technology10.6%$23.5M
- Healthcare4.0%$8.9M
- Consumer Discretionary3.8%$8.3M
- Industrials3.3%$7.2M
- Energy3.0%$6.5M
- Consumer Staples2.2%$4.8M
- Communication Services1.2%$2.7M
- Utilities1.0%$2.2M
AUM History
13fpro.ai/research/fund/meriwether-wealth-and-planning-llc-2055554
Conviction and streaks
Diversifying · top 10 = 52.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$24.8M
- SCHWAB$23.3M
- VANGUARD$12.4M
- FIDELITY$11.4M
- BLACKROCK$9.0M
- VANECK$8.2M
IVZ
$7.8M- $7.1M
- SCHWAB$6.9M
JPM
$4.1M- SPDR$3.7M
- SEI$3.2M
GOOG
$3.2MBRK.B
$3.2M- $3.1M
AMZN
$3.0MMSFT
$2.9MAAPL
$2.3M- VANGUARD$1.9M
NVDA
$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meriwether-wealth-and-planning-llc-2055554
Meriwether Wealth & Planning, LLC 13F holdings — Q3 2026
$221.6M portfolio (+9.8% QoQ) · 872 holdings · Q3 2026 13F · top 10 are 52% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LCAP GR ETF
$24.8M
11.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US LCAP VA ETF
$23.3M
10.5% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD STAR FDS - VG TL INTL STK F
$12.4M
5.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$11.4M
5.1% of stocks
-35%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
BLACKROCK ETF TRUST - ISHARES US EQUIT
$9.0M
4.1% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANECK ETF TRUST - IG FLOA RATE ETF
$8.2M
3.7% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $7.8M
3.5% of stocks
+4%This quarter-1.4%Since filed8+ qtrsHeld$7.1M
3.2% of stocks
+3%This quarter-1.4%Since filed8+ qtrsHeld- 9
SCHWAB STRATEGIC TR - US SML CAP ETF
$6.9M
3.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $4.1M
1.9% of stocks
-0.8%This quarter+0.8%Since filed8+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $24.8M | 11.2% | +5% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - US LCAP VA ETF | $23.3M | 10.5% | +4% | — | — | — | — | |
| 3 | VANGUARD STAR FDS - VG TL INTL STK F | $12.4M | 5.6% | +7% | — | — | — | — | |
| 4 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $11.4M | 5.1% | -35% | — | — | — | — | |
| 5 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $9.0M | 4.1% | +7% | — | — | — | — | |
| 6 | VANECK ETF TRUST - IG FLOA RATE ETF | $8.2M | 3.7% | New | — | New this quarter | — | — | |
| 7 | $7.8M | 3.5% | +4% | -1.4% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $7.1M | 3.2% | +3% | -1.4% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | SCHWAB STRATEGIC TR - US SML CAP ETF | $6.9M | 3.1% | +6% | — | — | — | — | |
| 10 | $4.1M | 1.9% | -0.8% | +0.8% | 8+ qtrs | 71.9 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Meriwether Wealth & Planning, LLC (Q3 2026)
872 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST PORT HIGH ETFetf/fund | — | $3.7M | 1.7% | 164K | +6% | — | — | 13F |
| 12 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE CAP | — | $3.2M | 1.4% | 60K | +9% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $3.2M | 1.4% | 9,378 | -0.5% | 8+ qtrs | 77.7 | 13F | |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $3.2M | 1.4% | 6,408 | +0.2% | 8+ qtrs | 73.5 | 13F | |
| 15 | Invesco Ltd. | Financials | $3.1M | 1.4% | 50K | +9% | 8+ qtrs | — | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $3.0M | 1.3% | 12K | -3% | 8+ qtrs | 67.5 | 13F | |
| 17 | MICROSOFT CORP | Technology | $2.9M | 1.3% | 5,735 | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Apple Inc. | Technology | $2.3M | 1.1% | 7,032 | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $1.9M | 0.9% | 27K | +0.1% | — | — | 13F |
| 20 | NVIDIA CORP | Technology | $1.9M | 0.8% | 8,264 | -3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | APPLIED MATERIALS INC /DE | Technology | $1.8M | 0.8% | 3,430 | +5% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CATERPILLAR INC | Industrials | $1.6M | 0.7% | 1,979 | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | SCHWAB CHARLES CORP | Financials | $1.5M | 0.7% | 16K | -0.9% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Booking Holdings Inc. | Consumer Discretionary | $1.5M | 0.7% | 9,384 | -0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CONOCOPHILLIPS | Energy | $1.4M | 0.6% | 11K | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BDX | BECTON DICKINSON & CO | Healthcare | $1.3M | 0.6% | 7,045 | -0.3% | |||
| 27 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.6% | 12K | +30% | |||
| 28 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.2M | 0.6% | 20K | -1% | |||
| 29 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.2M | 0.6% | 2,001 | +16% | |||
| 30 | $V | VISA INC. | Financials | $1.2M | 0.5% | 3,323 | -3% | |||
| 31 | $BFST | Business First Bancshares, Inc. | Financials | $1.1M | 0.5% | 37K | — | |||
| 32 | $ET | Energy Transfer LP | Energy | $1.1M | 0.5% | 56K | +9% | |||
| 33 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.0M | 0.5% | 3,138 | -9% | |||
| 34 | $ELV | Elevance Health, Inc. | Healthcare | $1.0M | 0.5% | 2,654 | -0.9% | |||
| 35 | $ADI | ANALOG DEVICES INC | Technology | $1.0M | 0.5% | 2,588 | -0.5% | |||
| 36 | $MDT | Medtronic plc | Healthcare | $1.0M | 0.5% | 12K | -4% | |||
| 37 | $DE | DEERE & CO | Industrials | $1.0M | 0.5% | 1,521 | -0.1% | |||
| 38 | $UL | UNILEVER PLC | Consumer Staples | $1.0M | 0.5% | 16K | -0.3% | |||
| 39 | $BNY | Bank of New York Mellon Corp | Financials | $974K | 0.4% | 6,736 | -16% | |||
| 40 | $CVX | CHEVRON CORP | Energy | $971K | 0.4% | 4,753 | -6% | |||
| 41 | $CCZ | COMCAST CORP | Communication Services | $919K | 0.4% | 42K | +2% | |||
| 42 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $874K | 0.4% | 25K | +8% | |||
| 43 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $827K | 0.4% | 4,488 | +0.3% | |||
| 44 | $OMC | OMNICOM GROUP INC. | Communication Services | $827K | 0.4% | 11K | +0.4% | |||
| 45 | $ICE | Intercontinental Exchange, Inc. | Financials | $821K | 0.4% | 5,398 | +35% | |||
| 46 | $MU | MICRON TECHNOLOGY INC | Technology | $803K | 0.4% | 754 | -0.4% | |||
| 47 | — | SEI EXCHANGE TRADED FUNDS - HIGH YIELD BOND | — | $797K | 0.4% | 33K | +3% | |||
| 48 | $ORCL | ORACLE CORP | Technology | $796K | 0.4% | 5,801 | -2% | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $780K | 0.3% | 3,750 | — | |||
| 50 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $746K | 0.3% | 1,219 | -2% | |||
| 51 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $731K | 0.3% | 8,586 | — | |||
| 52 | $NVS | NOVARTIS AG | Healthcare | $715K | 0.3% | 5,017 | -18% | |||
| 53 | $MCK | MCKESSON CORP | Consumer Staples | $707K | 0.3% | 828 | -1.0% | |||
| 54 | $PLTR | Palantir Technologies Inc. | Technology | $703K | 0.3% | 3,758 | -4% | |||
| 55 | $GOOGL | Alphabet Inc. | Technology | $684K | 0.3% | 1,987 | -0.4% | |||
| 56 | $ACN | Accenture plc | Technology | $660K | 0.3% | 3,602 | -0.1% | |||
| 57 | $ABBV | AbbVie Inc. | Healthcare | $652K | 0.3% | 2,493 | +2% | |||
| 58 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $622K | 0.3% | 1,364 | -3% | |||
| 59 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | — | $609K | 0.3% | 28K | -6% | |||
| 60 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $604K | 0.3% | 19K | -2% | |||
| 61 | $KLAC | KLA CORP | Technology | $567K | 0.3% | 2,910 | -2% | |||
| 62 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $550K | 0.3% | 815 | -1% | |||
| 63 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $546K | 0.3% | 6,977 | +3% | |||
| 64 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | — | $537K | 0.2% | 24K | -7% | |||
| 65 | $JXN | Jackson Financial Inc. | Financials | $524K | 0.2% | 4,050 | — | |||
| 66 | $TSLA | Tesla, Inc. | Consumer Discretionary | $499K | 0.2% | 1,407 | -4% | |||
| 67 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $498K | 0.2% | 2,235 | +54% | |||
| 68 | $LLY | ELI LILLY & Co | Healthcare | $493K | 0.2% | 426 | +0.2% | |||
| 69 | — | STRATEGY SHS - EVENTIDE US MRKT | — | $485K | 0.2% | 16K | +10% | |||
| 70 | $TYL | TYLER TECHNOLOGIES INC | Technology | $478K | 0.2% | 1,500 | — | |||
| 71 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $458K | 0.2% | 1,126 | -9% | |||
| 72 | $PEP | PEPSICO INC | Consumer Staples | $453K | 0.2% | 3,577 | +43% | |||
| 73 | $AMGN | AMGEN INC | Healthcare | $449K | 0.2% | 1,066 | +4% | |||
| 74 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO 28 HYCORP | — | $436K | 0.2% | 20K | -8% | |||
| 75 | $AON | Aon plc | Financials | $413K | 0.2% | 1,492 | -0.6% | |||
| 76 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $408K | 0.2% | 9,001 | -2% | |||
| 77 | $AMRZ | Amrize Ltd | Materials | $405K | 0.2% | 11K | +48% | |||
| 78 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE VAL | — | $401K | 0.2% | 8,167 | — | |||
| 79 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $385K | 0.2% | 4,277 | — | |||
| 80 | $META | Meta Platforms, Inc. | Technology | $376K | 0.2% | 519 | -10% | |||
| 81 | $NFLX | NETFLIX INC | Communication Services | $371K | 0.2% | 5,328 | New | |||
| 82 | $IVZ | Invesco Ltd. | Financials | $368K | 0.2% | 19K | -8% | |||
| 83 | $ENB | ENBRIDGE INC | Energy | $360K | 0.2% | 7,734 | +6% | |||
| 84 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $349K | 0.2% | 1,507 | — | |||
| 85 | $AVGO | Broadcom Inc. | Technology | $335K | 0.1% | 953 | +18% | |||
| 86 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $329K | 0.1% | 9,662 | -12% | |||
| 87 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $319K | 0.1% | 4,131 | — | |||
| 88 | $IVZ | Invesco Ltd. | Financials | $319K | 0.1% | 18K | -9% | |||
| 89 | — | ROUNDHILL ETF TRUST - MEMORY ETF | — | $310K | 0.1% | 5,143 | New | |||
| 90 | $IVZ | Invesco Ltd. | Financials | $300K | 0.1% | 19K | -9% | |||
| 91 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $296K | 0.1% | 1,514 | — | |||
| 92 | $CSCO | CISCO SYSTEMS, INC. | Technology | $287K | 0.1% | 2,664 | +2% | |||
| 93 | $FDX | FEDEX CORP | Industrials | $282K | 0.1% | 988 | -0.8% | |||
| 94 | $GLD | SPDR GOLD TRUST | Financials | $281K | 0.1% | 738 | — | |||
| 95 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE VOL | — | $273K | 0.1% | 8,100 | — | |||
| 96 | $APD | Air Products & Chemicals, Inc. | Materials | $260K | 0.1% | 935 | +11% | |||
| 97 | $MA | Mastercard Inc | Financials | $259K | 0.1% | 469 | -8% | |||
| 98 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $257K | 0.1% | 1,771 | +3% | |||
| 99 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $257K | 0.1% | 4,575 | +4% | |||
| 100 | $F | FORD MOTOR CO | Consumer Discretionary | $253K | 0.1% | 21K | +3% | |||
| 101 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $250K | 0.1% | 945 | New | |||
| 102 | $DUK | Duke Energy CORP | Utilities | $244K | 0.1% | 2,141 | -5% | |||
| 103 | $NET | Cloudflare, Inc. | Technology | $243K | 0.1% | 699 | New | |||
| 104 | $WDS | WOODSIDE ENERGY GROUP LTD | Energy | $241K | 0.1% | 11K | -19% | |||
| 105 | $MRVL | Marvell Technology, Inc. | Technology | $238K | 0.1% | 900 | -0.2% | |||
| 106 | $SO | SOUTHERN CO | Utilities | $226K | 0.1% | 2,727 | +0.6% | |||
| 107 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG | — | $222K | 0.1% | 11K | -15% | |||
| 108 | — | SPDR SERIES TRUST - ST STR R1K YLD | — | $218K | 0.1% | 1,775 | +0.1% | |||
| 109 | $DIS | Walt Disney Co | Communication Services | $213K | 0.1% | 2,034 | -6% | |||
| 110 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $213K | 0.1% | 3,918 | -9% | |||
| 111 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $212K | 0.1% | 1,973 | New | |||
| 112 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHS 2030 | — | $210K | 0.1% | 8,463 | -15% | |||
| 113 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $206K | 0.1% | 226 | -4% | |||
| 114 | $JNJ | JOHNSON & JOHNSON | Healthcare | $202K | 0.1% | 762 | New | |||
| 115 | $OBK | Origin Bancorp, Inc. | Financials | $199K | 0.1% | 3,800 | New | |||
| 116 | $PFE | PFIZER INC | Healthcare | $198K | 0.1% | 6,946 | -21% | |||
| 117 | $ETR | ENTERGY CORP /DE/ | Utilities | $195K | 0.1% | 1,969 | -7% | |||
| 118 | $IBIT | iShares Bitcoin Trust ETF | Financials | $194K | 0.1% | 4,088 | New | |||
| 119 | $DOV | DOVER Corp | Industrials | $189K | 0.1% | 1,195 | New | |||
| 120 | $DAL | DELTA AIR LINES, INC. | Industrials | $189K | 0.1% | 2,260 | — | |||
| 121 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $184K | 0.1% | 4,022 | New | |||
| 122 | $AROC | Archrock, Inc. | Energy | $183K | 0.1% | 6,054 | — | |||
| 123 | $NEE | NEXTERA ENERGY INC | Utilities | $177K | 0.1% | 2,340 | New | |||
| 124 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $177K | 0.1% | 1,889 | New | |||
| 125 | $QCOM | QUALCOMM INC/DE | Technology | $176K | 0.1% | 954 | New | |||
| 126 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $176K | 0.1% | 1,396 | New | |||
| 127 | $ETN | Eaton Corp plc | Industrials | $175K | 0.1% | 407 | New | |||
| 128 | $EMR | EMERSON ELECTRIC CO | Industrials | $172K | 0.1% | 1,110 | New | |||
| 129 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $169K | 0.1% | 8,456 | New | |||
| 130 | $TXN | TEXAS INSTRUMENTS INC | Technology | $168K | 0.1% | 601 | New | |||
| 131 | $CRM | Salesforce, Inc. | Technology | $167K | 0.1% | 729 | New | |||
| 132 | $RTX | RTX Corp | Industrials | $163K | 0.1% | 878 | -62% | |||
| 133 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $160K | 0.1% | 451 | New | |||
| 134 | $GSK | GSK plc | Healthcare | $159K | 0.1% | 3,307 | New | |||
| 135 | — | SEI EXCHANGE TRADED FUNDS - SELE INTL EQ ETF | — | $159K | 0.1% | 4,450 | New | |||
| 136 | $RF | REGIONS FINANCIAL CORP | Financials | $159K | 0.1% | 5,922 | New | |||
| 137 | — | SEI EXCHANGE TRADED FUNDS - SELECT EMERGING | — | $149K | 0.1% | 3,850 | New | |||
| 138 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $147K | 0.1% | 1,242 | New | |||
| 139 | $NKE | NIKE, Inc. | Consumer Discretionary | $147K | 0.1% | 4,159 | New | |||
| 140 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $146K | 0.1% | 514 | New | |||
| 141 | $MCD | MCDONALDS CORP | Consumer Discretionary | $143K | 0.1% | 621 | New | |||
| 142 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $143K | 0.1% | 995 | New | |||
| 143 | $UNP | UNION PACIFIC CORP | Industrials | $142K | 0.1% | 521 | New | |||
| 144 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $142K | 0.1% | 967 | New | |||
| 145 | $OKLO | Oklo Inc. | Utilities | $141K | 0.1% | 3,810 | -17% | |||
| 146 | $DELL | Dell Technologies Inc. | Technology | $140K | 0.1% | 261 | New | |||
| 147 | $LYG | Lloyds Banking Group plc | Financials | $140K | 0.1% | 25K | -6% | |||
| 148 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $139K | 0.1% | 1,047 | New | |||
| 149 | $KO | COCA COLA CO | Consumer Staples | $137K | 0.1% | 1,597 | -42% | |||
| 150 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $130K | 0.1% | 483 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 750 new, 41 added to, 65 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (750)
- VANECK ETF TRUST - IG FLOA RATE ETF$8.2M
first bought this quarter
$NFLXNETFLIX INC$371K
first bought this quarter
- ROUNDHILL ETF TRUST - MEMORY ETF$310K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$250K
first bought this quarter
$NETCloudflare, Inc.$243K
first bought this quarter
$BABAAlibaba Group Holding Ltd$212K
first bought this quarter
+744 more in the Excel export
Added to (41)
- SCHWAB STRATEGIC TR - US LCAP GR ETF+5%
now $24.8M
- SCHWAB STRATEGIC TR - US LCAP VA ETF+4%
now $23.3M
- VANGUARD STAR FDS - VG TL INTL STK F+7%
now $12.4M
- BLACKROCK ETF TRUST - ISHARES US EQUIT+7%
now $9.0M
- SCHWAB STRATEGIC TR - US SML CAP ETF+6%
now $6.9M
now $7.8M · held 8+ qtrs
+35 more in the Excel export
Trimmed (65)
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF-35%
now $11.4M
$RTXRTX Corp-62%
now $163K · held 8+ qtrs
$BNYBank of New York Mellon Corp-16%
now $974K · held 8+ qtrs
$NVSNOVARTIS AG-18%
now $715K · held 8+ qtrs
$CEGConstellation Energy Corp-74%
now $55K
$VSTVistra Corp.-72%
now $54K
+59 more in the Excel export
Sold out (1)
$XOM.R34088EXXON MOBIL CORPwas $5.3M
held 7+ qtrs
Holdings by quarter
Every 13F Meriwether Wealth & Planning, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Meriwether Wealth & Planning?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Meriwether Wealth & Planning's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-3.1%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 27% over the last 4
Top 10 weight
52%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
79%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Meriwether Wealth & Planning, LLC disclosed 872 positions worth $221.6M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 750 new positions and exited 1 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (53.3% of disclosed assets). All figures are sourced directly from Meriwether Wealth & Planning, LLC’s Form 13F-HR filing with the SEC under CIK 2055554.
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AI-Powered Hedge Fund Analysis: Meriwether Wealth & Planning, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Meriwether Wealth & Planning, LLC (SEC CIK: 2055554), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Meriwether Wealth & Planning, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.