Meriwether Wealth & Planning, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Meriwether Wealth & Planning, LLC reported 123 stock positions worth $177.3 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 13.3% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 12.8%) and Fidelity Total Bond ETF (FBND, 9.4%). Compared with Q3 2025, it opened 8 new positions, sold out of 12, added to 40 and reduced 62. The biggest buy was a new position in Schwab US Small-Cap ETF (SCHA) and the biggest sale an exit from Dimensional US Small Cap ETF (DFAS).

Most Recent 13F
Q2 2026
Location
MINDEN, LA
CIK
0002055554
Portfolio Value
$177.3M (Q4 2025)
SEC Filing
0001754960-26-000060 ↗ filed Jan 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $140.4M Q4 2024 Q1 2025: $153.3M Q1 2025 Q2 2025: $159.6M Q2 2025 Q3 2025: $172.6M Q3 2025 Q4 2025: $177.3M $177.3M Q4 2025 Q1 2026: $182.6M Q1 2026 Q2 2026: $201.7M Q2 2026

Holdings 123 stocks · $177.3M
SCHG Schwab US Large-Cap Growth 13.28% 721,921 $23.5M Reduce -0.1%
SCHV Schwab US Large-Cap Value 12.75% 763,768 $22.6M Add +3.8%
FBND Fidelity Total Bond ETF 9.41% 362,417 $16.7M Add +2.1%
BSCR Invesco Bulletshares 2027 CB 3.78% 339,508 $6.7M Add +3.6%
BSCQ Invesco Bulletshares 2026 CB 3.47% 314,561 $6.2M Add +5.8%
SCHA Schwab US Small-Cap ETF 3.15% 195,943 $5.6M New
XOM Exxon Mobil Corp. 2.71% 39,895 $4.8M Reduce -1.5%
SEIQ Sei Qim US Large Cap Quality filed as SEI EXCHANGE TRADED FUNDS 2.65% 120,665 $4.7M Add +6.0%
SPLV Invesco S&P 500 Low Volatili 2.47% 61,293 $4.4M Add +6.8%
JPM JPMorgan Chase & Co. 2.47% 13,577 $4.4M Reduce -6.7%
SPHY SS SPDR P High Yield ETF 1.87% 140,350 $3.3M Add +4.4%
GOOG Alphabet Inc. Class C 1.83% 10,353 $3.2M Reduce -17.4%
BRK.B Berkshire Hathaway Inc. Class B 1.74% 6,150 $3.1M Reduce -0.1%
MSFT Microsoft Corp. 1.35% 4,963 $2.4M Reduce -4.2%
AMZN Amazon.com Inc. 1.22% 9,342 $2.2M Reduce -5.4%
AAPL Apple Inc. 1.02% 6,630 $1.8M Reduce -3.9%
SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS 0.97% 37,192 $1.7M Add +42.3%
IDMO Invesco S&P International DE 0.97% 30,821 $1.7M Add +46.4%
SCHW Schwab (charles) Corp. 0.93% 16,506 $1.6M Reduce -4.3%
NVDA Nvidia Corp. 0.84% 7,991 $1.5M Reduce -2.1%
BKNG Booking Holdings Inc. 0.83% 276 $1.5M Reduce -1.4%
NVS Novartis AG-Sponsored ADR 0.74% 9,509 $1.3M Reduce -3.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.71% 10,897 $1.3M Reduce -17.7%
VEA Vanguard Ftse Developed ETF 0.71% 20,243 $1.3M New
CMCSA Comcast Corp. Class A 0.68% 40,449 $1.2M Add +30.2%
GD General Dynamics Corp. 0.66% 3,450 $1.2M Reduce -4.0%
CAT Caterpillar Inc. 0.64% 1,988 $1.1M Add +15.5%
LOW Lowe's Cos Inc. 0.62% 4,569 $1.1M Add +27.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.60% 19,471 $1.1M Reduce -3.0%
V Visa Inc. Class A 0.59% 2,999 $1.1M Reduce -11.3%
UL Unilever PLC-Sponsored ADR 0.59% 15,884 $1.0M Add +3.0%
AMAT Applied Materials Inc. 0.59% 4,039 $1.0M Reduce -20.9%
COP Conocophillips 0.58% 10,945 $1.0M Add +14.4%
ORCL Oracle Corp. 0.57% 5,219 $1.0M Add +6.3%
ADI Analog Devices Inc. 0.57% 3,731 $1.0M Reduce -8.2%
OACP Oneascent Core Plus Bond ETF 0.57% 43,820 $1.0M Add +11.2%
BFST Business First Bancshares 0.55% 37,583 $982K No change
MDT Medtronic PLC 0.52% 9,588 $921K Add +1.2%
XLE SS Energy Select Sector 0.52% 20,480 $916K Reduce -24.1%
MCK McKesson Corp. 0.52% 1,114 $914K Reduce -8.9%
BDX Becton Dickinson and Co. 0.49% 4,468 $867K Add +0.5%
KMX Carmax Inc. 0.49% 22,295 $861K Add +59.3%
ET Energy Transfer LP 0.48% 51,386 $847K Add +6.9%
OMC Omnicom Group 0.46% 10,139 $819K Add +2.2%
SNY Sanofi-ADR 0.44% 16,083 $779K Add +12.0%
RSP Invesco S&P 500 Equal Weight 0.43% 4,000 $766K No change
CVX Chevron Corp. 0.42% 4,937 $752K Reduce -38.5%
EPD Enterprise Products Partners 0.41% 22,598 $724K No change
WMT Walmart Inc. 0.40% 6,425 $716K Add +17.6%
DE Deere & Co. 0.40% 1,527 $711K Add +41.5%
ELV Elevance Health Inc. 0.38% 1,946 $682K Reduce -1.2%
ISRG Intuitive Surgical Inc. 0.38% 1,203 $681K Reduce -0.1%
TYL Tyler Technologies Inc. 0.38% 1,500 $681K New
BSJR Invesco Bulletshares 2027 HY 0.38% 29,620 $670K Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.37% 3,721 $661K Reduce -3.1%
CP Canadian Pacific Kansas City 0.36% 8,586 $632K No change
OALC Oneascent Large Cap Core 0.35% 17,386 $616K Reduce -11.9%
SCHD Schwab US DVD Equity ETF 0.34% 21,897 $601K Reduce -14.0%
BSJQ Invesco Bulletshares 2026 HY 0.33% 25,427 $593K Add +0.1%
ABBV Abbvie Inc. 0.33% 2,566 $586K Reduce -7.6%
GOOGL Alphabet Inc. Class A 0.33% 1,855 $581K Reduce -1.2%
TSLA Tesla Inc. 0.30% 1,194 $537K Reduce -4.5%
TSM Taiwan Semiconductor-SP ADR 0.29% 1,675 $509K Reduce -9.5%
BSJS Invesco Bulletshares 2028 HY 0.28% 22,496 $495K Reduce -2.8%
EBAY eBay Inc. 0.27% 5,513 $480K Reduce -9.0%
LLY Eli Lilly & Co. 0.26% 431 $463K Reduce -2.0%
RTX RTX Corp. 0.26% 2,499 $458K Reduce -11.7%
VCIT Vanguard Int-Term Corporate 0.26% 5,408 $453K Add +3.5%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.25% 10,376 $449K Reduce -12.9%
SMH Vaneck Semiconductor ETF 0.25% 1,243 $448K Add +4.8%
JXN Jackson Financial Inc. Class A 0.24% 4,050 $432K Reduce -2.5%
PEP Pepsico Inc. 0.22% 2,687 $386K Reduce -0.6%
META Meta Platforms Inc. Class A 0.21% 569 $376K Add +0.5%
MA Mastercard Inc. Class A 0.21% 650 $371K Reduce -13.6%
KLAC KLA Corp. 0.20% 298 $362K Reduce -3.6%
ENB Enbridge Inc. 0.20% 7,387 $353K Reduce -7.9%
AMGN Amgen Inc. 0.20% 1,068 $350K Reduce -6.4%
SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS 0.19% 8,167 $339K No change
OKLO Oklo Inc. 0.18% 4,545 $326K Add +2.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.18% 668 $326K Add +11.5%
DUK Duke Energy Corp. 0.18% 2,774 $325K Reduce -14.0%
ESUM Eventide US Market ETF filed as STRATEGY SHS 0.18% 11,750 $316K New
VXF Vanguard Extended Market ETF 0.17% 1,476 $309K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 2,639 $300K Reduce -2.6%
CEG Constellation Energy 0.17% 846 $299K No change
BABA Alibaba Group Holding-SP ADR 0.17% 1,996 $293K Reduce -15.1%
GLD SPDR Gold Shares 0.17% 738 $292K No change
FDX FedEx Corp. 0.16% 1,000 $289K No change
VCSH Vanguard S/T Corp. Bond ETF 0.16% 3,526 $281K No change
PFE Pfizer Inc. 0.15% 10,947 $273K New
SBUX Starbucks Corp. 0.15% 3,234 $272K Reduce -17.2%
CRM Salesforce Inc. 0.15% 1,016 $269K Reduce -9.3%
JEPI JPMorgan Equity Premium Inco 0.15% 4,678 $268K Reduce -10.3%
SELV Sei Qim US Large Cap Low Vol filed as SEI EXCHANGE TRADED FUNDS 0.15% 8,100 $262K No change
AMD Advanced Micro Devices 0.15% 1,215 $260K New
MINT PIMCO Enhanced Short Maturit 0.15% 2,585 $259K Reduce -1.4%
SCHM Schwab US Mid Cap ETF 0.15% 8,590 $258K Add +4.3%
FLTR Vaneck Ig Floating Rate ETF 0.14% 10,074 $257K Reduce -1.3%
AVGO Broadcom Inc. 0.14% 734 $254K Add +5.9%
VYM Vanguard High DVD Yield ETF 0.14% 1,766 $253K No change

Show all 123 holdings

Portfolio Sells Q3 2025 → Q4 2025
DFAS Dimensional US Small Cap ETF Sold out 0.00% −3.14
CVX Chevron Corp. Reduce -38.5% 0.42% −0.30
BSJP Invesco Bulletshares 2025 HY Sold out 0.00% −0.21
VOT Vngrd Mrngstr MC GRW ETF-Usd Sold out 0.00% −0.21
MSFT Microsoft Corp. Reduce -4.2% 1.35% −0.20
JPM JPMorgan Chase & Co. Reduce -6.7% 2.47% −0.19
XLE SS Energy Select Sector Reduce -24.1% 0.52% −0.18
PGR Progressive Corp. Sold out 0.00% −0.15
BSCP Invesco Bulletshares 2025 CB Sold out 0.00% −0.15
VST Vistra Corp. Sold out 0.00% −0.14
ADSK Autodesk Inc. Sold out 0.00% −0.14
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.13
KMB Kimberly-Clark Corp. Sold out 0.00% −0.12
BNY Bank of New York Mellon Corp. Reduce -17.7% 0.71% −0.12
GPC Genuine Parts Co. Sold out 0.00% −0.12
COR Cencora Inc. Sold out 0.00% −0.12
BABA Alibaba Group Holding-SP ADR Reduce -15.1% 0.17% −0.08
V Visa Inc. Class A Reduce -11.3% 0.59% −0.08
SCHG Schwab US Large-Cap Growth Reduce -0.1% 13.28% −0.07
ETR Entergy Corp. Reduce -33.0% 0.12% −0.07
FPI Farmland Partners Inc. Sold out 0.00% −0.06
SCHD Schwab US DVD Equity ETF Reduce -14.0% 0.34% −0.06
GD General Dynamics Corp. Reduce -4.0% 0.66% −0.06
OALC Oneascent Large Cap Core Reduce -11.9% 0.35% −0.05
SPYD SS SPDR P S&P 500 Hi Div ETF Reduce -12.9% 0.25% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 1.74% −0.05
EBAY eBay Inc. Reduce -9.0% 0.27% −0.05
DUK Duke Energy Corp. Reduce -14.0% 0.18% −0.05
APD Air Products & Chemicals Inc. Reduce -15.7% 0.13% −0.04
BKNG Booking Holdings Inc. Reduce -1.4% 0.83% −0.04
ABBV Abbvie Inc. Reduce -7.6% 0.33% −0.04
NVDA Nvidia Corp. Reduce -2.1% 0.84% −0.04
AMZN Amazon.com Inc. Reduce -5.4% 1.22% −0.04
MA Mastercard Inc. Class A Reduce -13.6% 0.21% −0.04
SBUX Starbucks Corp. Reduce -17.2% 0.15% −0.04
ENB Enbridge Inc. Reduce -7.9% 0.20% −0.04
TLN Talen Energy Corp. Reduce -6.3% 0.14% −0.03
PLTR Palantir Technologies Inc. Class A Reduce -3.1% 0.37% −0.03
MCK McKesson Corp. Reduce -8.9% 0.52% −0.03
ONEY SS SPDR R1000 Yield Foc ETF Reduce -15.1% 0.12% −0.03
SCHW Schwab (charles) Corp. Reduce -4.3% 0.93% −0.02
JEPI JPMorgan Equity Premium Inco Reduce -10.3% 0.15% −0.02
AMAT Applied Materials Inc. Reduce -20.9% 0.59% −0.02
TSLA Tesla Inc. Reduce -4.5% 0.30% −0.02
BSJS Invesco Bulletshares 2028 HY Reduce -2.8% 0.28% −0.02
QCOM Qualcomm Inc. Reduce -12.9% 0.12% −0.02
WDS Woodside Energy Group-ADR Reduce -14.8% 0.10% −0.02
RTX RTX Corp. Reduce -11.7% 0.26% −0.02
NEE Nextera Energy Inc. Reduce -12.8% 0.13% −0.01
COST Costco Wholesale Corp. Reduce -0.4% 0.11% −0.01

Portfolio Buys Q3 2025 → Q4 2025
SCHA Schwab US Small-Cap ETF New 3.15% +3.15
VEA Vanguard Ftse Developed ETF New 0.71% +0.71
TYL Tyler Technologies Inc. New 0.38% +0.38
SCHV Schwab US Large-Cap Value Add +3.8% 12.75% +0.35
IDMO Invesco S&P International DE Add +46.4% 0.97% +0.31
SEIM Sei Qim US Large Cap Momentu Add +42.3% 0.97% +0.28
ESUM Eventide US Market ETF New 0.18% +0.18
CAT Caterpillar Inc. Add +15.5% 0.64% +0.17
PFE Pfizer Inc. New 0.15% +0.15
AMD Advanced Micro Devices New 0.15% +0.15
BSJU Invesco Bulletshares 2030 HY New 0.12% +0.12
KMX Carmax Inc. Add +59.3% 0.49% +0.12
CMCSA Comcast Corp. Class A Add +30.2% 0.68% +0.12
DE Deere & Co. Add +41.5% 0.40% +0.12
CSCO Cisco Systems Inc. New 0.11% +0.11
BSCQ Invesco Bulletshares 2026 CB Add +5.8% 3.47% +0.10
LOW Lowe's Cos Inc. Add +27.9% 0.62% +0.10
SEIQ Sei Qim US Large Cap Quality Add +6.0% 2.65% +0.10
WMT Walmart Inc. Add +17.6% 0.40% +0.08
COP Conocophillips Add +14.4% 0.58% +0.05
SNY Sanofi-ADR Add +12.0% 0.44% +0.05
OACP Oneascent Core Plus Bond ETF Add +11.2% 0.57% +0.04
SLI Standard Lithium Ltd. Add +16.0% 0.12% +0.04
BSCR Invesco Bulletshares 2027 CB Add +3.6% 3.78% +0.04
SMH Vaneck Semiconductor ETF Add +4.8% 0.25% +0.03
SPLV Invesco S&P 500 Low Volatili Add +6.8% 2.47% +0.03
F Ford Motor Co. Add +15.9% 0.13% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +11.5% 0.18% +0.02
AVGO Broadcom Inc. Add +5.9% 0.14% +0.01
SPHY SS SPDR P High Yield ETF Add +4.4% 1.87% +0.01
BDX Becton Dickinson and Co. Add +0.5% 0.49% +0.01
SCHM Schwab US Mid Cap ETF Add +4.3% 0.15% +0.00
VCIT Vanguard Int-Term Corporate Add +3.5% 0.26% +0.00
ET Energy Transfer LP Add +6.9% 0.48% 0.00
BSJT Invesco Bulletshares 2029 HY Add +2.9% 0.12% −0.00
MMLP Martin Midstream Partners LP Add +1.4% 0.02% −0.00
MDT Medtronic PLC Add +1.2% 0.52% −0.00
BND Vanguard Total Bond Market Add +0.7% 0.14% −0.00
OMC Omnicom Group Add +2.2% 0.46% −0.01
BSJQ Invesco Bulletshares 2026 HY Add +0.1% 0.33% −0.01
UL Unilever PLC-Sponsored ADR Add +3.0% 0.59% −0.01
BSJR Invesco Bulletshares 2027 HY Add +0.1% 0.38% −0.01
PG The Procter & Gamble Co. Add +0.8% 0.14% −0.01
SO The Southern Co. Add +0.6% 0.13% −0.01
META Meta Platforms Inc. Class A Add +0.5% 0.21% −0.03
FBND Fidelity Total Bond ETF Add +2.1% 9.41% −0.10
OKLO Oklo Inc. Add +2.7% 0.18% −0.10
ORCL Oracle Corp. Add +6.3% 0.57% −0.23

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 122$201.7MSCHV, SCHG, FBND, VXUS, DYNF
Q1 2026 126$182.6MSCHV, SCHG, FBND, VXUS, BSCR
Q4 2025 123$177.3MSCHG, SCHV, FBND, BSCR, BSCQ
Q3 2025 127$172.6MSCHG, SCHV, FBND, BSCR, BSCQ
Q2 2025 127$159.6MSCHG, SCHV, FBND, BSCR, BSCQ
Q1 2025 123$153.3MSCHV, SCHG, FBND, DFAS, BSCR
Q4 2024 117$140.4MSCHG, SCHV, FBND, BOND, DFAS