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

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 Q4 2025 Q1 2026: $182.6M $182.6M Q1 2026 Q2 2026: $201.7M Q2 2026

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%
AVGO Broadcom Inc. 0.14% 833 $258K Add +13.5%
SO The Southern Co. 0.14% 2,662 $257K Add +0.8%
BSJU Invesco Bulletshares 2030 HY 0.14% 9,975 $255K Add +18.8%
BND Vanguard Total Bond Market 0.14% 3,400 $250K No change
BABA Alibaba Group Holding-SP ADR 0.14% 1,993 $250K Reduce -0.1%
JEPI JPMorgan Equity Premium Inco 0.13% 4,324 $245K Reduce -7.6%
PG The Procter & Gamble Co. 0.13% 1,670 $241K Reduce -4.0%
LAMR Lamar Advertising Co. Class A 0.13% 1,893 $240K Reduce -1.0%
COST Costco Wholesale Corp. 0.13% 237 $236K Add +0.8%
CEG Constellation Energy 0.13% 845 $236K Reduce -0.1%
NEE Nextera Energy Inc. 0.13% 2,459 $228K Reduce -14.0%
OKLO Oklo Inc. 0.12% 4,560 $226K Add +0.3%
APD Air Products & Chemicals Inc. 0.12% 764 $222K Reduce -15.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 4,378 $213K Reduce -77.5%
TLN Talen Energy Corp. 0.12% 667 $213K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 2,200 $212K Reduce -16.6%
F Ford Motor Co. filed as FORD MTR CO 0.12% 18,338 $212K Add +3.4%
IQV Iqvia Holdings Inc. 0.12% 1,239 $211K New
KO The Coca-Cola Co. 0.12% 2,777 $211K New
ONEY SS SPDR R1000 Yield Foc ETF 0.11% 1,747 $210K Reduce -10.0%
CRM Salesforce Inc. 0.11% 1,106 $206K Add +8.9%
CSCO Cisco Systems Inc. 0.11% 2,658 $206K Add +2.1%
NRG NRG Energy Inc. 0.11% 1,408 $206K Add +1.4%
SLI Standard Lithium Ltd. 0.10% 51,545 $176K Add +11.8%
LYG Lloyds Banking Group PLC-ADR 0.07% 26,244 $132K Reduce -11.4%
MMLP Martin Midstream Partners LP 0.02% 10,374 $29K Add +0.9%

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

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