Meriwether Wealth & Planning, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Meriwether Wealth & Planning, LLC reported 117 stock positions worth $140.4 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 11.5% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 10.2%) and Fidelity Total Bond ETF (FBND, 10.0%).
- Most Recent 13F
- Q2 2026
- Location
- MINDEN, LA
- CIK
- 0002055554
- Portfolio Value
- $140.4M (Q4 2024)
- SEC Filing
- 0001754960-25-000113 ↗ filed Feb 7, 2025
Holdings Value
Holdings 117 stocks · $140.4M
| SCHG Schwab US Large-Cap Growth | 11.48% | 578,486 | $16.1M | — |
| SCHV Schwab US Large-Cap Value | 10.21% | 549,971 | $14.3M | — |
| FBND Fidelity Total Bond ETF | 9.97% | 312,070 | $14.0M | — |
| BOND PIMCO Active Bond Exchange-T | 7.34% | 114,000 | $10.3M | — |
| DFAS Dimensional US Small Cap ETF | 4.23% | 91,272 | $5.9M | — |
| JPM JPMorgan Chase & Co. | 2.63% | 15,383 | $3.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.01% | 6,216 | $2.8M | — |
| SPHY SS SPDR P High Yield ETF | 1.86% | 111,391 | $2.6M | — |
| XOM Exxon Mobil Corp. | 1.61% | 20,979 | $2.3M | — |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 1.60% | 58,321 | $2.3M | — |
| MSFT Microsoft Corp. | 1.53% | 5,103 | $2.2M | — |
| GOOG Alphabet Inc. Class C | 1.53% | 11,291 | $2.2M | — |
| SEIQ Sei Qim US Large Cap Quality filed as SEI EXCHANGE TRADED FUNDS | 1.40% | 56,249 | $2.0M | — |
| ORCL Oracle Corp. | 1.32% | 11,125 | $1.9M | — |
| AMZN Amazon.com Inc. | 1.20% | 7,705 | $1.7M | — |
| AAPL Apple Inc. | 1.20% | 6,750 | $1.7M | — |
| BKNG Booking Holdings Inc. | 1.16% | 329 | $1.6M | — |
| OACP Oneascent Core Plus Bond ETF | 1.14% | 71,205 | $1.6M | — |
| CVX Chevron Corp. | 1.06% | 10,295 | $1.5M | — |
| V Visa Inc. Class A | 1.06% | 4,689 | $1.5M | — |
| XLE SS Energy Select Sector | 0.86% | 14,108 | $1.2M | — |
| CMCSA Comcast Corp. Class A | 0.85% | 31,711 | $1.2M | — |
| FLTR Vaneck Ig Floating Rate ETF | 0.84% | 46,231 | $1.2M | — |
| SCHW Schwab (charles) Corp. | 0.84% | 15,856 | $1.2M | — |
| KMX Carmax Inc. | 0.81% | 13,890 | $1.1M | — |
| SCHD Schwab US DVD Equity ETF | 0.79% | 40,689 | $1.1M | — |
| FLRN SS SPDR BB Ig Float RT ETF | 0.79% | 36,020 | $1.1M | — |
| MINT PIMCO Enhanced Short Maturit | 0.79% | 11,012 | $1.1M | — |
| NVDA Nvidia Corp. | 0.77% | 8,015 | $1.1M | — |
| LOW Lowe's Cos Inc. | 0.71% | 4,018 | $992K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.70% | 12,815 | $985K | — |
| BFST Business First Bancshares | 0.69% | 37,642 | $967K | — |
| EBAY eBay Inc. | 0.67% | 15,206 | $942K | — |
| COP Conocophillips | 0.64% | 9,071 | $900K | — |
| UL Unilever PLC | 0.63% | 15,528 | $880K | — |
| ET Energy Transfer LP | 0.62% | 44,166 | $865K | — |
| NVS Novartis AG-Sponsored ADR | 0.58% | 8,432 | $821K | — |
| OALC Oneascent Large Cap Core | 0.57% | 27,130 | $804K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.57% | 10,249 | $800K | — |
| GD General Dynamics Corp. | 0.57% | 3,026 | $797K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 17,573 | $772K | — |
| BDX Becton Dickinson and Co. | 0.55% | 3,386 | $768K | — |
| ADI Analog Devices Inc. | 0.53% | 3,518 | $747K | — |
| MDT Medtronic PLC | 0.51% | 8,981 | $717K | — |
| RSP Invesco S&P 500 Equal Weight | 0.50% | 4,000 | $701K | — |
| EPD Enterprise Products Partners | 0.50% | 22,178 | $696K | — |
| CAT Caterpillar Inc. | 0.47% | 1,812 | $657K | — |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.47% | 15,157 | $655K | — |
| MCK McKesson Corp. | 0.45% | 1,113 | $634K | — |
| CP Canadian Pacific Kansas City | 0.44% | 8,634 | $625K | — |
| WMT Walmart Inc. | 0.42% | 6,603 | $597K | — |
| ELV Elevance Health Inc. | 0.42% | 1,604 | $592K | — |
| SNY Sanofi-ADR | 0.42% | 12,172 | $587K | — |
| ISRG Intuitive Surgical Inc. | 0.38% | 1,029 | $537K | — |
| ABBV Abbvie Inc. | 0.37% | 2,940 | $522K | — |
| IQV Iqvia Holdings Inc. | 0.36% | 2,568 | $505K | — |
| KRE SS SPDR S&P Regional Bank | 0.35% | 8,218 | $496K | — |
| OMC Omnicom Group | 0.33% | 5,461 | $470K | — |
| MA Mastercard Inc. Class A | 0.33% | 867 | $457K | — |
| DE Deere & Co. | 0.32% | 1,074 | $455K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 2,264 | $447K | — |
| VCIT Vanguard Int-Term Corporate | 0.31% | 5,493 | $441K | — |
| AMGN Amgen Inc. | 0.30% | 1,601 | $417K | — |
| ENB Enbridge Inc. | 0.30% | 9,833 | $417K | — |
| JXN Jackson Financial Inc. Class A | 0.29% | 4,738 | $413K | — |
| SBUX Starbucks Corp. | 0.29% | 4,509 | $411K | — |
| DUK Duke Energy Corp. | 0.28% | 3,641 | $392K | — |
| BSJQ Invesco Bulletshares 2026 HY | 0.28% | 16,693 | $389K | — |
| APD Air Products & Chemicals Inc. | 0.27% | 1,295 | $376K | — |
| LLY Eli Lilly & Co. | 0.26% | 480 | $371K | — |
| BSJR Invesco Bulletshares 2027 HY | 0.26% | 16,178 | $362K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 3,192 | $355K | — |
| TSLA Tesla Inc. | 0.25% | 868 | $351K | — |
| PEP Pepsico Inc. | 0.25% | 2,284 | $347K | — |
| PG The Procter & Gamble Co. | 0.24% | 2,011 | $337K | — |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,776 | $336K | — |
| ETR Entergy Corp. | 0.24% | 4,417 | $335K | — |
| FDX FedEx Corp. | 0.23% | 1,156 | $325K | — |
| LAMR Lamar Advertising Co. Class A | 0.23% | 2,619 | $319K | — |
| RTX RTX Corp. | 0.23% | 2,752 | $318K | — |
| CRM Salesforce Inc. | 0.23% | 949 | $317K | — |
| META Meta Platforms Inc. Class A | 0.22% | 536 | $314K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.22% | 1,231 | $312K | — |
| ADBE Adobe Inc. | 0.22% | 696 | $309K | — |
| WDS Woodside Energy Group-ADR | 0.21% | 18,923 | $295K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 683 | $280K | — |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.20% | 13,193 | $279K | — |
| VXF Vanguard Extended Market ETF | 0.19% | 1,429 | $271K | — |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.19% | 8,167 | $270K | — |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.19% | 2,460 | $268K | — |
| BSJP Invesco Bulletshares 2025 HY | 0.19% | 11,544 | $266K | — |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 3,501 | $265K | — |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 4,602 | $265K | — |
| UNH Unitedhealth Group Inc. | 0.19% | 522 | $264K | — |
| VYM Vanguard High DVD Yield ETF | 0.18% | 2,032 | $259K | — |
| CVMC Calvert US Mcap Core Resp | 0.18% | 4,326 | $257K | — |
| COST Costco Wholesale Corp. | 0.18% | 279 | $256K | — |
| BSJS Invesco Bulletshares 2028 HY | 0.18% | 11,556 | $251K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.18% | 1,526 | $247K | — |
| EIX Edison International | 0.17% | 2,999 | $239K | — |
| KO The Coca-Cola Co. | 0.17% | 3,840 | $239K | — |
| SELV Sei Qim US Large Cap Low Vol filed as SEI EXCHANGE TRADED FUNDS | 0.17% | 8,100 | $236K | — |
| NEE Nextera Energy Inc. | 0.16% | 3,200 | $229K | — |
| PFE Pfizer Inc. | 0.16% | 8,502 | $226K | — |
| QCOM Qualcomm Inc. | 0.16% | 1,456 | $224K | — |
| BABA Alibaba Group Holding-SP ADR | 0.16% | 2,591 | $220K | — |
| GPC Genuine Parts Co. | 0.16% | 1,875 | $219K | — |
| CHKP Check Point Software Tech | 0.15% | 1,157 | $216K | — |
| SCHM Schwab US Mid Cap ETF | 0.15% | 7,656 | $212K | — |
| KLAC KLA Corp. | 0.15% | 334 | $210K | — |
| SO The Southern Co. | 0.15% | 2,542 | $209K | — |
| AEP American Electric Power | 0.15% | 2,241 | $207K | — |
| ADSK Autodesk Inc. | 0.15% | 693 | $205K | — |
| LYG Lloyds Banking Group PLC-ADR | 0.10% | 51,163 | $139K | — |
| FPI Farmland Partners Inc. | 0.08% | 10,130 | $119K | — |
| ZNTL Zentalis Pharmaceuticals Inc. | 0.05% | 21,640 | $66K | — |
| SLI Standard Lithium Ltd. | 0.03% | 32,278 | $47K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 122 | $201.7M | SCHV, SCHG, FBND, VXUS, DYNF |
| Q1 2026 | 126 | $182.6M | SCHV, SCHG, FBND, VXUS, BSCR |
| Q4 2025 | 123 | $177.3M | SCHG, SCHV, FBND, BSCR, BSCQ |
| Q3 2025 | 127 | $172.6M | SCHG, SCHV, FBND, BSCR, BSCQ |
| Q2 2025 | 127 | $159.6M | SCHG, SCHV, FBND, BSCR, BSCQ |
| Q1 2025 | 123 | $153.3M | SCHV, SCHG, FBND, DFAS, BSCR |
| Q4 2024 | 117 | $140.4M | SCHG, SCHV, FBND, BOND, DFAS |