Meriwether Wealth & Planning, LLC Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$172.6B
Holdings
127
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BSCPINVESCO EXCH TRD SLF IDX FD | 12,258 | $253.6M | 0.15% | |
| 102 | BNDVANGUARD BD INDEX FDS | 3,378 | $251.2M | 0.15% | |
| 103 | SOSOUTHERN CO | 2,627 | $249.0M | 0.14% | |
| 104 | VYMVANGUARD WHITEHALL FDS | 1,766 | $248.9M | 0.14% | |
| 105 | NEENEXTERA ENERGY INC | 3,278 | $247.5M | 0.14% | |
| 106 | VSTVISTRA CORP | 1,258 | $246.5M | 0.14% | |
| 107 | SCHMSCHWAB STRATEGIC TR | 8,235 | $244.1M | 0.14% | |
| 108 | VOEVANGUARD INDEX FDS | 1,384 | $241.6M | 0.14% | |
| 109 | LAMRLAMAR ADVERTISING CO NEW | 1,971 | $241.3M | 0.14% | |
| 110 | FDXFEDEX CORP | 1,000 | $235.8M | 0.14% | |
| 111 | ADSKAUTODESK INC | 736 | $233.8M | 0.14% | |
| 112 | AVGOBROADCOM INC | 693 | $228.6M | 0.13% | |
| 113 | QCOMQUALCOMM INC | 1,374 | $228.6M | 0.13% | |
| 114 | VEEVVEEVA SYS INC | 767 | $228.5M | 0.13% | |
| 115 | NRANRG ENERGY INC | 1,391 | $225.3M | 0.13% | |
| 116 | COSTCOSTCO WHSL CORP NEW | 236 | $218.4M | 0.13% | |
| 117 | BSJTINVESCO EXCH TRD SLF IDX FD | 9,994 | $215.6M | 0.12% | |
| 118 | KMBKIMBERLY-CLARK CORP | 1,720 | $213.9M | 0.12% | |
| 119 | COFCAPITAL ONE FINL CORP | 1,004 | $213.4M | 0.12% | |
| 120 | GPCGENUINE PARTS CO | 1,477 | $204.7M | 0.12% | |
| 121 | ABGCENCORA INC | 653 | $204.1M | 0.12% | |
| 122 | WOPWOODSIDE ENERGY GROUP LTD | 13,559 | $204.1M | 0.12% | |
| 123 | FFORD MTR CO | 15,301 | $183.0M | 0.11% | |
| 124 | LYGLLOYDS BANKING GROUP PLC | 36,328 | $164.9M | 0.10% | |
| 125 | SLISTANDARD LITHIUM LTD | 39,751 | $134.0M | 0.08% | |
| 126 | FPIFARMLAND PARTNERS INC | 10,130 | $110.2M | 0.06% | |
| 127 | MMLPMARTIN MIDSTREAM PRTNRS L P | 10,139 | $31.0M | 0.02% |
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