Meriwether Wealth & Planning, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Meriwether Wealth & Planning, LLC reported 126 stock positions worth $182.6 million. Its top holding was Schwab US Large-Cap Value (SCHV) at 11.0% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 10.2%) and Fidelity Total Bond ETF (FBND, 9.9%). Compared with Q4 2025, it opened 12 new positions, sold out of 9, added to 59 and reduced 44. The biggest buy was a new position in Vanguard Total Intl Stock (VXUS) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- MINDEN, LA
- CIK
- 0002055554
- Portfolio Value
- $182.6M (Q1 2026)
- SEC Filing
- 0001754960-26-000213 ↗ filed Apr 9, 2026
Holdings Value
Holdings 126 stocks · $182.6M
| SCHV Schwab US Large-Cap Value | 10.96% | 656,026 | $20.0M | Reduce -14.1% |
| SCHG Schwab US Large-Cap Growth | 10.24% | 641,955 | $18.7M | Reduce -11.1% |
| FBND Fidelity Total Bond ETF | 9.89% | 395,588 | $18.0M | Add +9.2% |
| VXUS Vanguard Total Intl Stock | 4.10% | 97,026 | $7.5M | New |
| BSCR Invesco Bulletshares 2027 CB | 4.09% | 380,685 | $7.5M | Add +12.1% |
| BSCQ Invesco Bulletshares 2026 CB | 3.78% | 352,881 | $6.9M | Add +12.2% |
| XOM Exxon Mobil Corp. | 3.61% | 38,796 | $6.6M | Reduce -2.8% |
| SCHA Schwab US Small-Cap ETF | 3.26% | 204,629 | $6.0M | Add +4.4% |
| SPLV Invesco S&P 500 Low Volatili | 2.80% | 69,920 | $5.1M | Add +14.1% |
| SEIQ Sei Qim US Large Cap Quality filed as SEI EXCHANGE TRADED FUNDS | 2.56% | 128,484 | $4.7M | Add +6.5% |
| JPM JPMorgan Chase & Co. | 2.00% | 12,438 | $3.7M | Reduce -8.4% |
| SPHY SS SPDR P High Yield ETF | 1.95% | 152,560 | $3.6M | Add +8.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.65% | 6,290 | $3.0M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 1.51% | 9,610 | $2.8M | Reduce -7.2% |
| AMZN Amazon.com Inc. | 1.34% | 11,779 | $2.5M | Add +26.1% |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 1.19% | 47,658 | $2.2M | Add +28.1% |
| IDMO Invesco S&P International DE | 1.18% | 39,297 | $2.2M | Add +27.5% |
| MSFT Microsoft Corp. | 1.14% | 5,635 | $2.1M | Add +13.5% |
| AAPL Apple Inc. | 0.94% | 6,762 | $1.7M | Add +2.0% |
| VEA Vanguard Ftse Developed ETF | 0.83% | 23,556 | $1.5M | Add +16.4% |
| BKNG Booking Holdings Inc. | 0.82% | 354 | $1.5M | Add +28.3% |
| COP Conocophillips | 0.81% | 11,169 | $1.5M | Add +2.0% |
| SCHW Schwab (charles) Corp. | 0.81% | 15,646 | $1.5M | Reduce -5.2% |
| NVDA Nvidia Corp. | 0.80% | 8,373 | $1.5M | Add +4.8% |
| CAT Caterpillar Inc. | 0.77% | 1,986 | $1.4M | Reduce -0.1% |
| XLE SS Energy Select Sector | 0.69% | 20,683 | $1.3M | Add +1.0% |
| AMAT Applied Materials Inc. | 0.68% | 3,630 | $1.2M | Reduce -10.1% |
| CMCSA Comcast Corp. Class A | 0.68% | 43,143 | $1.2M | Add +6.7% |
| GD General Dynamics Corp. | 0.64% | 3,415 | $1.2M | Reduce -1.0% |
| LOW Lowe's Cos Inc. | 0.58% | 4,485 | $1.1M | Reduce -1.8% |
| CVX Chevron Corp. | 0.58% | 5,086 | $1.1M | Add +3.0% |
| BDX Becton Dickinson and Co. | 0.58% | 6,683 | $1.1M | Add +49.6% |
| V Visa Inc. Class A | 0.57% | 3,466 | $1.0M | Add +15.6% |
| BFST Business First Bancshares | 0.56% | 37,583 | $1.0M | No change |
| ET Energy Transfer LP | 0.53% | 50,386 | $972K | Reduce -1.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.52% | 8,059 | $956K | Reduce -26.0% |
| ORCL Oracle Corp. | 0.51% | 6,359 | $935K | Add +21.8% |
| ADI Analog Devices Inc. | 0.51% | 2,935 | $934K | Reduce -21.3% |
| NVS Novartis AG-Sponsored ADR | 0.51% | 6,073 | $928K | Reduce -36.1% |
| UL Unilever PLC-Sponsored ADR | 0.50% | 15,984 | $911K | Add +0.6% |
| EPD Enterprise Products Partners | 0.47% | 22,741 | $861K | Add +0.6% |
| DE Deere & Co. | 0.47% | 1,526 | $860K | Reduce -0.1% |
| MDT Medtronic PLC | 0.47% | 9,827 | $852K | Add +2.5% |
| ELV Elevance Health Inc. | 0.46% | 2,862 | $838K | Add +47.1% |
| OMC Omnicom Group | 0.46% | 11,120 | $837K | Add +9.7% |
| SNY Sanofi-ADR | 0.46% | 17,376 | $837K | Add +8.0% |
| WMT Walmart Inc. | 0.44% | 6,510 | $809K | Add +1.3% |
| MCK McKesson Corp. | 0.40% | 834 | $722K | Reduce -25.1% |
| RSP Invesco S&P 500 Equal Weight | 0.39% | 3,750 | $720K | Reduce -6.3% |
| CP Canadian Pacific Kansas City | 0.37% | 8,586 | $675K | No change |
| BSJR Invesco Bulletshares 2027 HY | 0.36% | 29,385 | $657K | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.32% | 2,046 | $588K | Add +10.3% |
| BSJQ Invesco Bulletshares 2026 HY | 0.32% | 25,239 | $585K | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 0.32% | 18,910 | $580K | Reduce -13.6% |
| ISRG Intuitive Surgical Inc. | 0.31% | 1,237 | $570K | Add +2.8% |
| PLTR Palantir Technologies Inc. Class A | 0.30% | 3,714 | $543K | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.29% | 2,467 | $537K | Reduce -3.9% |
| AON Aon PLC Class A | 0.29% | 1,632 | $527K | New |
| VCIT Vanguard Int-Term Corporate | 0.29% | 6,361 | $526K | Add +17.6% |
| TYL Tyler Technologies Inc. | 0.28% | 1,500 | $514K | No change |
| TSLA Tesla Inc. | 0.28% | 1,379 | $513K | Add +15.5% |
| BSJS Invesco Bulletshares 2028 HY | 0.26% | 22,260 | $483K | Reduce -1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 1,428 | $483K | Reduce -14.8% |
| SMH Vaneck Semiconductor ETF | 0.26% | 1,250 | $479K | Add +0.6% |
| RTX RTX Corp. | 0.25% | 2,337 | $451K | Reduce -6.5% |
| AMRZ Amrize Ltd. | 0.25% | 8,042 | $451K | New |
| KLAC KLA Corp. | 0.24% | 298 | $439K | No change |
| PEP Pepsico Inc. | 0.24% | 2,777 | $431K | Add +3.4% |
| JXN Jackson Financial Inc. Class A | 0.23% | 4,050 | $428K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.23% | 9,168 | $417K | Reduce -11.6% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 830 | $408K | New |
| ENB Enbridge Inc. | 0.22% | 7,366 | $399K | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.22% | 433 | $398K | Add +0.5% |
| ACN Accenture PLC Class A | 0.22% | 1,986 | $394K | New |
| ESUM Eventide US Market ETF filed as STRATEGY SHS | 0.21% | 14,743 | $386K | Add +25.5% |
| AMGN Amgen Inc. | 0.20% | 1,037 | $365K | Reduce -2.9% |
| BSCS Invesco Bulletshares 2028 CB | 0.20% | 17,698 | $361K | New |
| BSCT Invesco Bulletshares 2029 CB | 0.20% | 19,338 | $361K | New |
| FDX FedEx Corp. | 0.19% | 998 | $355K | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.19% | 2,704 | $354K | Reduce -2.5% |
| BSCU Invesco Bulletshares 2030 CB | 0.19% | 20,479 | $342K | New |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.19% | 8,167 | $339K | No change |
| FERG Ferguson Enterprises Inc. | 0.18% | 1,445 | $337K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 4,131 | $327K | Add +17.2% |
| META Meta Platforms Inc. Class A | 0.18% | 571 | $327K | Add +0.3% |
| PFE Pfizer Inc. | 0.18% | 11,579 | $325K | Add +5.8% |
| GLD SPDR Gold Shares | 0.17% | 738 | $318K | No change |
| VXF Vanguard Extended Market ETF | 0.17% | 1,500 | $309K | Add +1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 698 | $305K | Add +4.5% |
| WDS Woodside Energy Group-ADR | 0.16% | 12,371 | $295K | Add +7.0% |
| MA Mastercard Inc. Class A | 0.15% | 566 | $283K | Reduce -12.9% |
| SBUX Starbucks Corp. | 0.15% | 3,122 | $280K | Reduce -3.5% |
| SCHM Schwab US Mid Cap ETF | 0.15% | 8,872 | $275K | Add +3.3% |
| BSJT Invesco Bulletshares 2029 HY | 0.15% | 12,675 | $267K | Add +23.2% |
| AMD Advanced Micro Devices | 0.14% | 1,295 | $263K | Add +6.6% |
| MU Micron Technology Inc. | 0.14% | 778 | $263K | New |
| SELV Sei Qim US Large Cap Low Vol filed as SEI EXCHANGE TRADED FUNDS | 0.14% | 8,100 | $262K | No change |
| VYM Vanguard High DVD Yield ETF | 0.14% | 1,766 | $262K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.14% | 1,405 | $259K | Add +1.5% |
| ETR Entergy Corp. | 0.14% | 2,301 | $259K | Reduce -3.8% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHG Schwab US Large-Cap Growth | Reduce -11.1% | 10.24% | −3.04 |
| SCHV Schwab US Large-Cap Value | Reduce -14.1% | 10.96% | −1.79 |
| OACP Oneascent Core Plus Bond ETF | Sold out | 0.00% | −0.57 |
| BAC Bank of America Corp. | Reduce -77.5% | 0.12% | −0.49 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.49 |
| JPM JPMorgan Chase & Co. | Reduce -8.4% | 2.00% | −0.46 |
| OALC Oneascent Large Cap Core | Sold out | 0.00% | −0.35 |
| GOOG Alphabet Inc. Class C | Reduce -7.2% | 1.51% | −0.32 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.27 |
| NVS Novartis AG-Sponsored ADR | Reduce -36.1% | 0.51% | −0.23 |
| BNY Bank of New York Mellon Corp. | Reduce -26.0% | 0.52% | −0.19 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.15 |
| FLTR Vaneck Ig Floating Rate ETF | Sold out | 0.00% | −0.14 |
| FLRN SS SPDR BB Ig Float RT ETF | Sold out | 0.00% | −0.14 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.13 |
| SCHW Schwab (charles) Corp. | Reduce -5.2% | 0.81% | −0.12 |
| MCK McKesson Corp. | Reduce -25.1% | 0.40% | −0.12 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.12 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.2% | 0.30% | −0.08 |
| ADI Analog Devices Inc. | Reduce -21.3% | 0.51% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -12.9% | 0.15% | −0.05 |
| DIS The Walt Disney Co. | Reduce -16.6% | 0.12% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -1.8% | 0.58% | −0.04 |
| CEG Constellation Energy | Reduce -0.1% | 0.13% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.3% | 0.39% | −0.04 |
| ABBV Abbvie Inc. | Reduce -3.9% | 0.29% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.1% | 0.14% | −0.03 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -11.6% | 0.23% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -14.8% | 0.26% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.6% | 0.32% | −0.02 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -0.8% | 0.36% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -7.6% | 0.13% | −0.02 |
| LYG Lloyds Banking Group PLC-ADR | Reduce -11.4% | 0.07% | −0.02 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -1.1% | 0.26% | −0.01 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -0.7% | 0.32% | −0.01 |
| GD General Dynamics Corp. | Reduce -1.0% | 0.64% | −0.01 |
| RTX RTX Corp. | Reduce -6.5% | 0.25% | −0.01 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -10.0% | 0.11% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -4.0% | 0.13% | −0.01 |
| LAMR Lamar Advertising Co. Class A | Reduce -1.0% | 0.13% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -15.6% | 0.12% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -14.0% | 0.13% | −0.00 |
| SBUX Starbucks Corp. | Reduce -3.5% | 0.15% | −0.00 |
| AMGN Amgen Inc. | Reduce -2.9% | 0.20% | +0.00 |
| DUK Duke Energy Corp. | Reduce -2.5% | 0.19% | +0.01 |
| ETR Entergy Corp. | Reduce -3.8% | 0.14% | +0.02 |
| ENB Enbridge Inc. | Reduce -0.3% | 0.22% | +0.02 |
| FDX FedEx Corp. | Reduce -0.2% | 0.19% | +0.03 |
| ET Energy Transfer LP | Reduce -1.9% | 0.53% | +0.05 |
| DE Deere & Co. | Reduce -0.1% | 0.47% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| VXUS Vanguard Total Intl Stock | New | 4.10% | +4.10 |
| FBND Fidelity Total Bond ETF | Add +9.2% | 9.89% | +0.47 |
| SPLV Invesco S&P 500 Low Volatili | Add +14.1% | 2.80% | +0.33 |
| BSCR Invesco Bulletshares 2027 CB | Add +12.1% | 4.09% | +0.31 |
| BSCQ Invesco Bulletshares 2026 CB | Add +12.2% | 3.78% | +0.30 |
| AON Aon PLC Class A | New | 0.29% | +0.29 |
| AMRZ Amrize Ltd. | New | 0.25% | +0.25 |
| COP Conocophillips | Add +2.0% | 0.81% | +0.23 |
| TMO Thermo Fisher Scientific Inc. | New | 0.22% | +0.22 |
| SEIM Sei Qim US Large Cap Momentu | Add +28.1% | 1.19% | +0.22 |
| ACN Accenture PLC Class A | New | 0.22% | +0.22 |
| IDMO Invesco S&P International DE | Add +27.5% | 1.18% | +0.21 |
| BSCS Invesco Bulletshares 2028 CB | New | 0.20% | +0.20 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.20% | +0.20 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.19% | +0.19 |
| FERG Ferguson Enterprises Inc. | New | 0.18% | +0.18 |
| XLE SS Energy Select Sector | Add +1.0% | 0.69% | +0.18 |
| CVX Chevron Corp. | Add +3.0% | 0.58% | +0.15 |
| MU Micron Technology Inc. | New | 0.14% | +0.14 |
| AMZN Amazon.com Inc. | Add +26.1% | 1.34% | +0.13 |
| KO The Coca-Cola Co. | New | 0.12% | +0.12 |
| IQV Iqvia Holdings Inc. | New | 0.12% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +16.4% | 0.83% | +0.11 |
| SCHA Schwab US Small-Cap ETF | Add +4.4% | 3.26% | +0.11 |
| BDX Becton Dickinson and Co. | Add +49.6% | 0.58% | +0.09 |
| SPHY SS SPDR P High Yield ETF | Add +8.7% | 1.95% | +0.08 |
| ELV Elevance Health Inc. | Add +47.1% | 0.46% | +0.07 |
| EPD Enterprise Products Partners | Add +0.6% | 0.47% | +0.06 |
| WDS Woodside Energy Group-ADR | Add +7.0% | 0.16% | +0.06 |
| WMT Walmart Inc. | Add +1.3% | 0.44% | +0.04 |
| ESUM Eventide US Market ETF | Add +25.5% | 0.21% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +17.6% | 0.29% | +0.03 |
| PFE Pfizer Inc. | Add +5.8% | 0.18% | +0.02 |
| BSJT Invesco Bulletshares 2029 HY | Add +23.2% | 0.15% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +17.2% | 0.18% | +0.02 |
| SNY Sanofi-ADR | Add +8.0% | 0.46% | +0.02 |
| PEP Pepsico Inc. | Add +3.4% | 0.24% | +0.02 |
| BSJU Invesco Bulletshares 2030 HY | Add +18.8% | 0.14% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.8% | 0.13% | +0.02 |
| SO The Southern Co. | Add +0.8% | 0.14% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +0.6% | 0.26% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +3.3% | 0.15% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.5% | 0.14% | +0.00 |
| MMLP Martin Midstream Partners LP | Add +0.9% | 0.02% | +0.00 |
| CSCO Cisco Systems Inc. | Add +2.1% | 0.11% | −0.00 |
| AVGO Broadcom Inc. | Add +13.5% | 0.14% | −0.00 |
| AMD Advanced Micro Devices | Add +6.6% | 0.14% | −0.00 |
| OMC Omnicom Group | Add +9.7% | 0.46% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +6.7% | 0.68% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +1.6% | 0.17% | −0.01 |
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 |