Institutions / Meriwether Wealth & Planning, LLC
Meriwether Wealth & Planning, LLC
CIK 2055554 · Institution · as of Dec 31, 2025
Portfolio value
$177.31M
Positions
123
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 123 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $23.55M | 13.3% |
| Schwab Strategic Tr | $22.62M | 12.8% |
| Fidelity Merrimack Str Tr | $16.69M | 9.4% |
| Invesco Exch Trd Slf Idx Fd | $6.70M | 3.8% |
| Invesco Exch Trd Slf Idx Fd | $6.16M | 3.5% |
| Schwab Strategic Tr | $5.58M | 3.1% |
| Exxon Mobil Corp | $4.80M | 2.7% |
| Sei Exchange Traded Funds | $4.70M | 2.6% |
| Invesco Exch Traded Fd Tr II | $4.38M | 2.5% |
| JPMorgan Chase & Co | $4.37M | 2.5% |
| SPDR Series Trust | $3.32M | 1.9% |
| Alphabet Inc. | $3.25M | 1.8% |
| Warren E. Buffett | $3.09M | 1.7% |
| Microsoft Corp | $2.40M | 1.4% |
| Amazon.com Inc | $2.16M | 1.2% |
| Apple Inc. | $1.80M | 1.0% |
| Sei Exchange Traded Funds | $1.72M | 1.0% |
| Invesco Exch Traded Fd Tr II | $1.71M | 1.0% |
| Schwab Charles Corp | $1.65M | 0.9% |
| NVIDIA Corp | $1.49M | 0.8% |
| Booking Holdings Inc | $1.48M | 0.8% |
| Novartis AG | $1.31M | 0.7% |
| Bank of New York Mellon Corp/The | $1.27M | 0.7% |
| Vanguard Tax-Managed Fds | $1.26M | 0.7% |
| Comcast Corp. | $1.21M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.