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Meriwether Wealth & Planning, LLC — 13F Holdings & Portfolio

CIK 2055554 · latest 13F-HR filed 2026-07-08

Backtest portfolio

Meriwether Wealth & Planning, LLC manages $201.7M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHV (11.58%), SCHG (11.02%), FBND (9.09%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 11, added to 56, and trimmed 27.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1000 BROADWAY ST
MINDEN, LA 71055
Phone
(318) 377-1803
Filing Manager
Meriwether Wealth & Planning, LLC
MINDEN, LA
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$201.7M

Long-equity book

Holdings

122

Distinct positions

Period

2026-06-30

Filed 2026-07-08

Q/Q Activity

+7 / −11 / ↑56 / ↓27

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCH TRD SLF IDX FD$6.7M +1849.4%
  • VANGUARD STAR FDS$4.1M +55.2%
  • SCHWAB STRATEGIC TR$3.5M +18.8%
  • SCHWAB STRATEGIC TR$3.3M +16.7%
  • SCHWAB STRATEGIC TR$1.3M +21.4%
Show all 56 →

Top Trims

  • INVESCO EXCH TRD SLF IDX FD-$6.5M -94.2%
  • INVESCO EXCH TRADED FD TR II-$4.9M -95.6%
  • EXXON MOBIL CORP-$1.3M -19.3%
  • CONOCOPHILLIPS-$306.8K -20.8%
  • COMCAST CORP NEW-$224.6K -18.1%
Show all 27 →

New Positions

  • BLACKROCK ETF TRUST$8.3M
  • SEI EXCHANGE TRADED FUNDS$804.1K
  • INTERCONTINENTAL EXCHANGE IN$493.9K
  • MARVELL TECHNOLOGY INC$268.7K
  • ARCHROCK INC$246.5K
Show all 7 →

Exited Positions

  • SEI EXCHANGE TRADED FUNDS$4.7M
  • SANOFI SA$837.2K
  • STARBUCKS CORP$279.7K
  • VANGUARD WHITEHALL FDS$261.5K
  • VANGUARD BD INDEX FDS$250.4K
Show all 11 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHV 808524409 $23.4M 11.58% 671,004 SH
2 SCHWAB STRATEGIC TR SCHG 808524300 $22.2M 11.02% 656,757 SH
3 FIDELITY MERRIMACK STR TR FBND 316188309 $18.3M 9.09% 402,883 SH
4 VANGUARD STAR FDS VXUS 921909768 $11.6M 5.76% 135,861 SH
5 BLACKROCK ETF TRUST DYNF 09290C103 $8.3M 4.12% 122,334 SH
6 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $7.6M 3.75% 385,428 SH
7 SCHWAB STRATEGIC TR SCHA 808524607 $7.2M 3.58% 199,923 SH
8 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $7.0M 3.49% 345,990 SH
9 EXXON MOBIL CORP XOM 30231G102 $5.3M 2.63% 38,833 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $4.1M 2.03% 12,539 SH
11 SPDR SERIES TRUST SPHY 78468R606 $3.6M 1.81% 155,345 SH
12 ALPHABET INC GOOG 02079K107 $3.3M 1.65% 9,427 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.2M 1.59% 6,394 SH
14 SEI EXCHANGE TRADED FUNDS SEIM 81589A205 $3.1M 1.54% 55,153 SH
15 AMAZON COM INC AMZN 023135106 $2.9M 1.44% 12,207 SH
16 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $2.8M 1.38% 46,140 SH
17 APPLIED MATLS INC AMAT 038222105 $2.4M 1.17% 3,258 SH
18 MICROSOFT CORP MSFT 594918104 $2.2M 1.07% 5,809 SH
19 CATERPILLAR INC CAT 149123101 $2.1M 1.05% 1,986 SH
20 APPLE INC AAPL 037833100 $2.1M 1.02% 7,105 SH
21 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.9M 0.95% 26,805 SH
22 NVIDIA CORPORATION NVDA 67066G104 $1.7M 0.85% 8,528 SH
23 BOOKING HOLDINGS INC BKNG 09857L108 $1.7M 0.84% 9,453 SH
24 SCHWAB CHARLES CORP SCHW 808513105 $1.5M 0.72% 15,830 SH
25 GENERAL DYNAMICS CORP GD 369550108 $1.2M 0.60% 3,443 SH
26 VISA INC V 92826C839 $1.2M 0.58% 3,412 SH
27 CONOCOPHILLIPS COP 20825C104 $1.2M 0.58% 11,230 SH
28 BANK OF NY MELLON CORP BK 064058100 $1.2M 0.57% 8,020 SH
29 BUSINESS FIRST BANCSHARES IN BFST 12326C105 $1.1M 0.57% 37,186 SH
30 VANECK ETF TRUST SMH 92189F676 $1.1M 0.56% 1,728 SH
31 SELECT SECTOR SPDR TR XLE 81369Y506 $1.1M 0.53% 20,147 SH
32 BECTON DICKINSON & CO BDX 075887109 $1.1M 0.53% 7,069 SH
33 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $1.0M 0.51% 2,679 SH
34 ANALOG DEVICES INC ADI 032654105 $1.0M 0.51% 2,601 SH
35 WALMART INC WMT 931142103 $1.0M 0.51% 9,057 SH
36 COMCAST CORP NEW CMCSA 20030N101 $1.0M 0.50% 41,304 SH
37 UNILEVER PLC UL 904767803 $993.2K 0.49% 16,521 SH
38 LOWES COS INC LOW 548661107 $986.7K 0.49% 4,475 SH
39 ENERGY TRANSFER L P ET 29273V100 $975.3K 0.48% 51,011 SH
40 MEDTRONIC PLC MDT G5960L103 $973.5K 0.48% 12,444 SH
41 DEERE & CO DE 244199105 $966.1K 0.48% 1,523 SH
42 NOVARTIS AG NVS 66987V109 $961.3K 0.48% 6,134 SH
43 KLA CORP KLAC 482480100 $900.0K 0.45% 2,983 SH
44 MICRON TECHNOLOGY INC MU 595112103 $873.8K 0.43% 757 SH
45 ORACLE CORP ORCL 68389X105 $867.4K 0.43% 5,919 SH
46 CHEVRON CORPORATION CVX 166764100 $839.9K 0.42% 5,067 SH
47 ENTERPRISE PRODS PARTNERS L EPD 293792107 $836.0K 0.41% 22,741 SH
48 OMNICOM GROUP INC OMC 681919106 $815.2K 0.40% 11,193 SH
49 SEI EXCHANGE TRADED FUNDS LEND 81589A874 $804.1K 0.40% 31,945 SH
50 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $797.9K 0.40% 3,750 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-08 $201.7M 122 0001754960-26-000432
2026-03-31 2026-04-09 $182.6M 126 0001754960-26-000213
2025-12-31 2026-01-14 $177.3M 123 0001754960-26-000060