Meriwether Wealth & Planning
MINDEN, LAfiles as Meriwether Wealth & Planning, LLC
$202m in 122 US stocks at the end of 30 June 2026. The top 10 are 57.1% of the money. It changed about 15.4% of the portfolio this quarter.
Value
$202m
Stocks
122
Top 10 share
57.1%
Turnover
15.4%
What changed this quarter
New
Bought for the first time this quarter.
- Blackrock ETF TrustDYNF4.1% of the fund
- SEI Exchange Traded FundsLEND0.4% of the fund
- Intercontinental ExchangeICE0.2% of the fund
- Marvell TechnologyMRVL0.1% of the fund
- ArchrockAROC0.1% of the fund
- VistraVST0.1% of the fund
- Delta Air LinesDAL0.1% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRSCHV11.6% of the fund+2%
- Schwab Strategic TRSCHG11.0% of the fund+2%
- Vanguard Star FDSVXUS5.8% of the fund+40%
- Invesco Exch TRD SLF IDX FDBSCS3.5% of the fund+1855%
- SEI Exchange Traded FundsSEIM1.5% of the fund+16%
- Amazon.comAMZN1.4% of the fund+4%
- Invesco Exch Traded FD TR IIIDMO1.4% of the fund+17%
- MicrosoftMSFT1.1% of the fund+3%
- AppleAAPL1.0% of the fund+5%
- Vanguard Tax-Managed FDSVEA0.9% of the fund+14%
- Booking HoldingsBKNG0.8% of the fund+7%
- Vaneck ETF TrustSMH0.6% of the fund+38%
- Becton DickinsonBDX0.5% of the fund+6%
- WalmartWMT0.5% of the fund+39%
- UnileverUL0.5% of the fund+3%
- MedtronicMDT0.5% of the fund+27%
- TeslaTSLA0.3% of the fund+6%
- Vanguard Scottsdale FDSVCIT0.3% of the fund+6%
- Palantir TechnologiesPLTR0.2% of the fund+5%
- AccentureACN0.2% of the fund+82%
- Schwab Strategic TRSCHM0.2% of the fund+24%
- Vanguard Index FDSVUG0.2% of the fund+2%
- Vanguard Index FDSVOE0.1% of the fund+8%
- Ford MotorF0.1% of the fund+11%
- Woodside Energy GroupWDS0.1% of the fund+9%
Cut
Sold some of their stake.
- Schwab Strategic TRSCHA3.6% of the fund-2%
- Applied MaterialsAMAT1.2% of the fund-10%
- Select Sector Spdr TRXLE0.5% of the fund-3%
- Elevance HealthELV0.5% of the fund-6%
- Analog DevicesADI0.5% of the fund-11%
- ComcastCMCSA0.5% of the fund-4%
- Micron TechnologyMU0.4% of the fund-3%
- OracleORCL0.4% of the fund-7%
- Advanced Micro DevicesAMD0.4% of the fund-4%
- AlphabetGOOGL0.4% of the fund-2%
- AonAON0.2% of the fund-8%
- Invesco Exch TRD SLF IDX FDBSCQ0.2% of the fund-94%
- AmrizeAMRZ0.2% of the fund-9%
- PepsiCoPEP0.2% of the fund-10%
- BroadcomAVGO0.2% of the fund-3%
- Duke EnergyDUK0.1% of the fund-16%
- MastercardMA0.1% of the fund-10%
- EntergyETR0.1% of the fund-8%
- Invesco Exch Traded FD TR IISPLV0.1% of the fund-96%
- PfizerPFE0.1% of the fund-24%
Sold out
Sold their entire stake.
- SEI Exchange Traded FundsSEIQ-100%
- Sanofi SASNY-100%
- StarbucksSBUX-100%
- Vanguard Whitehall FDSVYM-100%
- Vanguard BD Index FDSBND-100%
- Alibaba Group HldgBABA-100%
- Lamar AdvertisingLAMR-100%
- NextEra EnergyNEE-100%
- Iqvia HoldingsIQV-100%
- SalesforceCRM-100%
- NRG EnergyNRG-100%
Holdings
- Schwab Strategic TRSCHV
- Share
- 11.6%
- Value
- $23m
- Shares
- 671,004
+2%
- Schwab Strategic TRSCHG
- Share
- 11.0%
- Value
- $22m
- Shares
- 656,757
+2%
- Fidelity Merrimack STR TRFBND
- Share
- 9.1%
- Value
- $18m
- Shares
- 402,883
Held
- Vanguard Star FDSVXUS
- Share
- 5.8%
- Value
- $12m
- Shares
- 135,861
+40%
- Blackrock ETF TrustDYNF
- Share
- 4.1%
- Value
- $8m
- Shares
- 122,334
New
- Invesco Exch TRD SLF IDX FDBSCR
- Share
- 3.7%
- Value
- $8m
- Shares
- 385,428
Held
- Schwab Strategic TRSCHA
- Share
- 3.6%
- Value
- $7m
- Shares
- 199,923
-2%
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- 3.5%
- Value
- $7m
- Shares
- 345,990
+1855%
- Spdr Series TrustSPHY
- Share
- 1.8%
- Value
- $4m
- Shares
- 155,345
Held
- SEI Exchange Traded FundsSEIM
- Share
- 1.5%
- Value
- $3m
- Shares
- 55,153
+16%
- Invesco Exch Traded FD TR IIIDMO
- Share
- 1.4%
- Value
- $3m
- Shares
- 46,140
+17%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.9%
- Value
- $2m
- Shares
- 26,805
+14%
- Vaneck ETF TrustSMH
- Share
- 0.6%
- Value
- $1m
- Shares
- 1,728
+38%
- Select Sector Spdr TRXLE
- Share
- 0.5%
- Value
- $1m
- Shares
- 20,147
-3%
- UnileverUL
- Share
- 0.5%
- Value
- $993,243
- Shares
- 16,521
+3%
- Energy Transfer L PET
- Share
- 0.5%
- Value
- $975,330
- Shares
- 51,011
Held
- SEI Exchange Traded FundsLEND
- Share
- 0.4%
- Value
- $804,097
- Shares
- 31,945
New
- Invesco Exchange Traded FD TRSP
- Share
- 0.4%
- Value
- $797,888
- Shares
- 3,750
Held
- Invesco Exch TRD SLF IDX FDBSJR
- Share
- 0.3%
- Value
- $656,625
- Shares
- 29,385
Held
- Schwab Strategic TRSCHD
- Share
- 0.3%
- Value
- $603,790
- Shares
- 19,041
Held
- Invesco Exch TRD SLF IDX FDBSJQ
- Share
- 0.3%
- Value
- $579,361
- Shares
- 25,239
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 0.3%
- Value
- $557,640
- Shares
- 6,747
+6%
- Invesco Exch TRD SLF IDX FDBSJS
- Share
- 0.2%
- Value
- $484,044
- Shares
- 22,260
Held
- Strategy SHSESUM
- Share
- 0.2%
- Value
- $446,628
- Shares
- 14,579
Held
- Spdr Series TrustSPYD
- Share
- 0.2%
- Value
- $439,934
- Shares
- 9,221
Held
- Schwab Strategic TRSCHM
- Share
- 0.2%
- Value
- $406,012
- Shares
- 11,012
+24%
- Invesco Exch TRD SLF IDX FDBSCQ
- Share
- 0.2%
- Value
- $401,551
- Shares
- 20,566
-94%
- SEI Exchange Traded FundsSEIV
- Share
- 0.2%
- Value
- $392,016
- Shares
- 8,167
Held
- Vanguard Index FDSVXF
- Share
- 0.2%
- Value
- $371,038
- Shares
- 1,507
Held
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $368,421
- Shares
- 4,277
+2%
- Invesco Exch TRD SLF IDX FDBSCT
- Share
- 0.2%
- Value
- $357,903
- Shares
- 19,268
Held
- Invesco Exch TRD SLF IDX FDBSCU
- Share
- 0.2%
- Value
- $339,741
- Shares
- 20,411
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 0.2%
- Value
- $326,473
- Shares
- 4,131
Held
- Vanguard Index FDSVOE
- Share
- 0.1%
- Value
- $299,166
- Shares
- 1,514
+8%
- Spdr Gold TRGLD
- Share
- 0.1%
- Value
- $271,864
- Shares
- 738
Held
- Invesco Exch TRD SLF IDX FDBSJT
- Share
- 0.1%
- Value
- $267,823
- Shares
- 12,675
Held
- SEI Exchange Traded FundsSELV
- Share
- 0.1%
- Value
- $264,708
- Shares
- 8,100
Held
- Woodside Energy GroupWDS
- Share
- 0.1%
- Value
- $260,318
- Shares
- 13,474
+9%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Schwab Strategic TRSCHV | 11.6% | $23m | 671,004 | +2% |
| Schwab Strategic TRSCHG | 11.0% | $22m | 656,757 | +2% |
| Fidelity Merrimack STR TRFBND | 9.1% | $18m | 402,883 | Held |
| Vanguard Star FDSVXUS | 5.8% | $12m | 135,861 | +40% |
| Blackrock ETF TrustDYNF | 4.1% | $8m | 122,334 | New |
| Invesco Exch TRD SLF IDX FDBSCR | 3.7% | $8m | 385,428 | Held |
| Schwab Strategic TRSCHA | 3.6% | $7m | 199,923 | -2% |
| Invesco Exch TRD SLF IDX FDBSCS | 3.5% | $7m | 345,990 | +1855% |
| ExxonMobil HoldingsXOM | 2.6% | $5m | 38,833 | Held |
| JPMorgan ChaseJPM | 2.0% | $4m | 12,539 | Held |
| Spdr Series TrustSPHY | 1.8% | $4m | 155,345 | Held |
| AlphabetGOOG | 1.7% | $3m | 9,427 | Held |
| Berkshire HathawayBRK-B | 1.6% | $3m | 6,394 | Held |
| SEI Exchange Traded FundsSEIM | 1.5% | $3m | 55,153 | +16% |
| Amazon.comAMZN | 1.4% | $3m | 12,207 | +4% |
| Invesco Exch Traded FD TR IIIDMO | 1.4% | $3m | 46,140 | +17% |
| Applied MaterialsAMAT | 1.2% | $2m | 3,258 | -10% |
| MicrosoftMSFT | 1.1% | $2m | 5,809 | +3% |
| CaterpillarCAT | 1.0% | $2m | 1,986 | Held |
| AppleAAPL | 1.0% | $2m | 7,105 | +5% |
| Vanguard Tax-Managed FDSVEA | 0.9% | $2m | 26,805 | +14% |
| NvidiaNVDA | 0.8% | $2m | 8,528 | Held |
| Booking HoldingsBKNG | 0.8% | $2m | 9,453 | +7% |
| Charles SchwabSCHW | 0.7% | $1m | 15,830 | Held |
| General DynamicsGD | 0.6% | $1m | 3,443 | Held |
| VisaV | 0.6% | $1m | 3,412 | Held |
| ConocoPhillipsCOP | 0.6% | $1m | 11,230 | Held |
| Bank of New York MellonBNY | 0.6% | $1m | 8,020 | Held |
| Business First BancsharesBFST | 0.6% | $1m | 37,186 | Held |
| Vaneck ETF TrustSMH | 0.6% | $1m | 1,728 | +38% |
| Select Sector Spdr TRXLE | 0.5% | $1m | 20,147 | -3% |
| Becton DickinsonBDX | 0.5% | $1m | 7,069 | +6% |
| Elevance HealthELV | 0.5% | $1m | 2,679 | -6% |
| Analog DevicesADI | 0.5% | $1m | 2,601 | -11% |
| WalmartWMT | 0.5% | $1m | 9,057 | +39% |
| ComcastCMCSA | 0.5% | $1m | 41,304 | -4% |
| UnileverUL | 0.5% | $993,243 | 16,521 | +3% |
| Lowe's CompaniesLOW | 0.5% | $986,693 | 4,475 | Held |
| Energy Transfer L PET | 0.5% | $975,330 | 51,011 | Held |
| MedtronicMDT | 0.5% | $973,494 | 12,444 | +27% |
| DeereDE | 0.5% | $966,085 | 1,523 | Held |
| Novartis AGNVS | 0.5% | $961,320 | 6,134 | Held |
| KLAKLAC | 0.4% | $900,001 | 2,983 | Held |
| Micron TechnologyMU | 0.4% | $873,798 | 757 | -3% |
| OracleORCL | 0.4% | $867,429 | 5,919 | -7% |
| ChevronCVX | 0.4% | $839,906 | 5,067 | Held |
| Enterprise Products Partners L.P.EPD | 0.4% | $835,959 | 22,741 | Held |
| Omnicom GroupOMC | 0.4% | $815,186 | 11,193 | Held |
| SEI Exchange Traded FundsLEND | 0.4% | $804,097 | 31,945 | New |
| Invesco Exchange Traded FD TRSP | 0.4% | $797,888 | 3,750 | Held |
| Canadian Pacific Kansas CityCP | 0.4% | $743,977 | 8,586 | Held |
| Advanced Micro DevicesAMD | 0.4% | $720,909 | 1,241 | -4% |
| AlphabetGOOGL | 0.4% | $712,953 | 1,995 | -2% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $669,553 | 1,402 | Held |
| Invesco Exch TRD SLF IDX FDBSJR | 0.3% | $656,625 | 29,385 | Held |
| MckessonMCK | 0.3% | $631,682 | 836 | Held |
| TeslaTSLA | 0.3% | $615,758 | 1,464 | +6% |
| AbbVieABBV | 0.3% | $613,498 | 2,438 | Held |
| Schwab Strategic TRSCHD | 0.3% | $603,790 | 19,041 | Held |
| Invesco Exch TRD SLF IDX FDBSJQ | 0.3% | $579,361 | 25,239 | Held |
| Vanguard Scottsdale FDSVCIT | 0.3% | $557,640 | 6,747 | +6% |
| Eli LillyLLY | 0.3% | $509,758 | 425 | Held |
| AonAON | 0.2% | $497,867 | 1,501 | -8% |
| Intercontinental ExchangeICE | 0.2% | $493,917 | 4,012 | New |
| Intuitive SurgicalISRG | 0.2% | $491,135 | 1,235 | Held |
| Invesco Exch TRD SLF IDX FDBSJS | 0.2% | $484,044 | 22,260 | Held |
| Palantir TechnologiesPLTR | 0.2% | $455,480 | 3,904 | +5% |
| AccentureACN | 0.2% | $448,731 | 3,606 | +82% |
| Strategy SHSESUM | 0.2% | $446,628 | 14,579 | Held |
| RTXRTX | 0.2% | $440,174 | 2,320 | Held |
| Spdr Series TrustSPYD | 0.2% | $439,934 | 9,221 | Held |
| Tyler TechnologiesTYL | 0.2% | $438,690 | 1,500 | Held |
| Jackson FinancialJXN | 0.2% | $414,680 | 4,050 | Held |
| Thermo Fisher ScientificTMO | 0.2% | $413,622 | 825 | Held |
| Schwab Strategic TRSCHM | 0.2% | $406,012 | 11,012 | +24% |
| Invesco Exch TRD SLF IDX FDBSCQ | 0.2% | $401,551 | 20,566 | -94% |
| EnbridgeENB | 0.2% | $395,516 | 7,296 | Held |
| SEI Exchange Traded FundsSEIV | 0.2% | $392,016 | 8,167 | Held |
| AmrizeAMRZ | 0.2% | $389,410 | 7,306 | -9% |
| AmgenAMGN | 0.2% | $371,535 | 1,026 | Held |
| Vanguard Index FDSVXF | 0.2% | $371,038 | 1,507 | Held |
| Vanguard Index FDSVUG | 0.2% | $368,421 | 4,277 | +2% |
| Invesco Exch TRD SLF IDX FDBSCT | 0.2% | $357,903 | 19,268 | Held |
| Ferguson EnterprisesFERG | 0.2% | $344,366 | 1,451 | Held |
| Invesco Exch TRD SLF IDX FDBSCU | 0.2% | $339,741 | 20,411 | Held |
| PepsiCoPEP | 0.2% | $337,958 | 2,496 | -10% |
| Vanguard Scottsdale FDSVCSH | 0.2% | $326,473 | 4,131 | Held |
| Meta PlatformsMETA | 0.2% | $323,892 | 575 | Held |
| FedExFDX | 0.2% | $311,877 | 996 | Held |
| Cisco SystemsCSCO | 0.2% | $307,275 | 2,616 | Held |
| BroadcomAVGO | 0.2% | $304,844 | 807 | -3% |
| Vanguard Index FDSVOE | 0.1% | $299,166 | 1,514 | +8% |
| Duke EnergyDUK | 0.1% | $286,704 | 2,265 | -16% |
| Ford MotorF | 0.1% | $283,630 | 20,405 | +11% |
| Spdr Gold TRGLD | 0.1% | $271,864 | 738 | Held |
| Marvell TechnologyMRVL | 0.1% | $268,697 | 902 | New |
| Invesco Exch TRD SLF IDX FDBSJT | 0.1% | $267,823 | 12,675 | Held |
| SEI Exchange Traded FundsSELV | 0.1% | $264,708 | 8,100 | Held |
| MastercardMA | 0.1% | $262,450 | 511 | -10% |
| Woodside Energy GroupWDS | 0.1% | $260,318 | 13,474 | +9% |
Showing the largest 100 of 122.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 26.4% since 30 June 2025.
Where the money is
Technology7.7%
Financial services7.0%
Energy3.8%
Health care3.6%
Retail & consumer3.2%
Media & telecom3.2%
Industrials3.1%
Utilities1.4%
Everyday goods1.0%
Materials0.4%
Other65.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.