Meriwether Wealth & Planning, LLC 13F Holdings
CIK 0002055554 · MINDEN, LA
As of Sep 30, 2025, Meriwether Wealth & Planning, LLC reported 127 positions worth
CIK 0002055554 · MINDEN, LA
As of Sep 30, 2025, Meriwether Wealth & Planning, LLC reported 127 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 722,280 | $23.0M | 13.35% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 735,542 | $21.4M | 12.41% |
| FIDELITY TOTAL BOND ETF | FBND | — | 355,052 | 6.4M | 9.51% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 327,618 | $6.5M | 3.74% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 297,252 | $5.8M | 3.37% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 79,255 | $5.4M | 3.14% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 14,558 | $4.6M | 2.66% |
| EXXON MOBIL CORP | XOM | Energy | 40,496 | $4.6M | 2.65% |
| SEI ENHANCED US LARGE CAP QUALITY FACTOR ETF | SEIQ | — | 113,801 | $4.4M | 2.55% |
| INVESCO S&P 500 LOW VOLATILITY ETF | SPLV | — | 57,368 | $4.2M | 2.44% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 134,426 | $3.2M | 1.86% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,156 | $3.1M | 1.79% |
| ALPHABET INC | GOOG | Equity | 12,537 | $3.1M | 1.77% |
| MICROSOFT CORP | MSFT | Technology | 5,182 | $2.7M | 1.56% |
| AMAZON.COM INC | AMZN | Equity | 9,878 | $2.2M | 1.26% |
| APPLE INC | AAPL | Technology | 6,900 | .8M | 1.02% |
| SCHWAB CHARLES CORP | SCHW | Equity | 17,249 | .6M | 0.95% |
| NVIDIA CORP | NVDA | Technology | 8,160 | .5M | 0.88% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 280 | .5M | 0.88% |
| BANK OF NEW YORK MELLON CORP | BK | Financial Services | 13,242 | .4M | 0.84% |
| ORACLE CORP | ORCL | Technology | 4,910 | .4M | 0.80% |
| NOVARTIS AG-SPONSORED ADR | NVSN | Healthcare | 9,821 | .3M | 0.73% |
| CHEVRON CORP | CHV | Energy | 8,022 | .2M | 0.72% |
| GENERAL DYNAMICS CORP | GD | Industrials | 3,594 | .2M | 0.71% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 13,484 | .2M | 0.70% |