Meriwether Wealth & Planning, LLC
CIK: 0002055554SEC EDGAR →
Portfolio Value
$177.3M
Holdings
123
As of
Q4 2025
New Positions
8
Closed Positions
12
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 721,921 | $23.5M | 13.28% |
| 2 | SCHWAB STRATEGIC TR | 763,768 | $22.6M | 12.75% |
| 3 | FIDELITY MERRIMACK STR TR | 362,417 | $16.7M | 9.41% |
| 4 | INVESCO EXCH TRD SLF IDX FD | 339,508 | $6.7M | 3.78% |
| 5 | INVESCO EXCH TRD SLF IDX FD | 314,561 | $6.2M | 3.47% |
| 6 | SCHWAB STRATEGIC TR | 195,943 | $5.6M | 3.15% |
| 7 | EXXON MOBIL CORP | 39,895 | $4.8M | 2.71% |
| 8 | SEI EXCHANGE TRADED FUNDS | 120,665 | $4.7M | 2.65% |
| 9 | INVESCO EXCH TRADED FD TR II | 61,293 | $4.4M | 2.47% |
| 10 | JPMORGAN CHASE & CO. | 13,577 | $4.4M | 2.47% |
Quarterly Changes
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $121.5M | 68.5% |
| Technology | 15 | $12.2M | 6.9% |
| Energy | 7 | $8.5M | 4.8% |
| Consumer Cyclical | 8 | $6.9M | 3.9% |
| Communication Services | 6 | $6.5M | 3.7% |
| Healthcare | 10 | $6.5M | 3.7% |
| Unknown | 6 | $5.6M | 3.1% |
| Industrials | 6 | $4.4M | 2.5% |
| Consumer Defensive | 5 | $2.6M | 1.5% |
| Utilities | 7 | $1.9M | 1.1% |
| Basic Materials | 2 | $429K | 0.2% |
| Real Estate | 1 | $242K | 0.1% |