Meriwether Wealth & Planning, LLC
Long book
$182.6M
Q1 2026
Positions
126
Top-10 weight
55%
concentration
Last quarter
+8.7%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsMeriwether Wealth & Planning, LLC is a wealth-management firm allocating client money, running a $182.6M US long book across 126 positions.
The portfolio is concentrated: the top 10 names carry 55% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SCHWAB US LARGE-CAP VALUE, SCHWAB US LARGE-CAP GROWTH, FIDELITY TOTAL BOND ETF, VANGUARD TOTAL INTL STOCK, INVESCO BULLETSHARES 2027 CB.
Over the last 6 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-0.4%
Q1 2025
+6.0%
Q2 2025
+6.1%
Q3 2025
+2.4%
Q4 2025
-0.1%
Q1 2026
+8.7%
Sector allocation
Technology 22%
Financials 19%
Energy 15%
Industrials 12%
Consumer discretionary 9%
Healthcare 7%
Utilities 6%
Services media 4%
Long book by quarter
What does Meriwether Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| XOM EXXON MOBIL CORP | Energy | 38.8K | $6.6M | 3.6% | -2.8% |
| JPM JPMORGAN CHASE & CO | Financials | 12.4K | $3.7M | 2.0% | -8.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.3K | $3.0M | 1.7% | +2.3% |
| GOOG ALPHABET INC-CL C | Technology | 9.6K | $2.8M | 1.5% | -7.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 11.8K | $2.5M | 1.3% | +26.1% |
| MSFT MICROSOFT CORP | Technology | 5.6K | $2.1M | 1.1% | +13.5% |
| AAPL APPLE INC | Technology | 6.8K | $1.7M | 0.9% | +2.0% |
| BKNG BOOKING HOLDINGS INC | Industrials | 354 | $1.5M | 0.8% | +28.3% |
| COP CONOCOPHILLIPS | Energy | 11.2K | $1.5M | 0.8% | +2.0% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 15.6K | $1.5M | 0.8% | -5.2% |
| NVDA NVIDIA CORP | Technology | 8.4K | $1.5M | 0.8% | +4.8% |
| CAT CATERPILLAR INC | Industrials | 2.0K | $1.4M | 0.8% | -0.1% |
| AMAT APPLIED MATERIALS INC | Technology | 3.6K | $1.2M | 0.7% | -10.1% |
| CMCSA COMCAST CORP-CLASS A | Communications | 43.1K | $1.2M | 0.7% | +6.7% |
| GD GENERAL DYNAMICS CORP | Industrials | 3.4K | $1.2M | 0.6% | -1.0% |
| LOW LOWE'S COS INC | Consumer discretionary | 4.5K | $1.1M | 0.6% | -1.8% |
| CVX CHEVRON CORP | Energy | 5.1K | $1.1M | 0.6% | +3.0% |
| BDX BECTON DICKINSON AND CO | Healthcare | 6.7K | $1.1M | 0.6% | +49.6% |
| V VISA INC-CLASS A SHARES | Services media | 3.5K | $1.0M | 0.6% | +15.6% |
| BFST BUSINESS FIRST BANCSHARES | Financials | 37.6K | $1.0M | 0.6% | Held |
| ET ENERGY TRANSFER LP | Utilities | 50.4K | $972K | 0.5% | -1.9% |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 8.1K | $956K | 0.5% | -26.0% |
| ORCL ORACLE CORP | Technology | 6.4K | $935K | 0.5% | +21.8% |
| ADI ANALOG DEVICES INC | Technology | 2.9K | $934K | 0.5% | -21.3% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 22.7K | $861K | 0.5% | +0.6% |
| DE DEERE & CO | Industrials | 1.5K | $860K | 0.5% | -0.1% |
| MDT MEDTRONIC PLC | Healthcare | 9.8K | $852K | 0.5% | +2.5% |
| ELV ELEVANCE HEALTH INC | Financials | 2.9K | $838K | 0.5% | +47.1% |
| OMC OMNICOM GROUP | Services media | 11.1K | $837K | 0.5% | +9.7% |
| WMT WALMART INC | Consumer discretionary | 6.5K | $809K | 0.4% | +1.3% |
| MCK MCKESSON CORP | Consumer discretionary | 834 | $722K | 0.4% | -25.1% |
| CP CANADIAN PACIFIC KANSAS CITY | Industrials | 8.6K | $675K | 0.4% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 2.0K | $588K | 0.3% | +10.3% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 1.2K | $570K | 0.3% | +2.8% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 3.7K | $543K | 0.3% | -0.2% |
| ABBV ABBVIE INC | Healthcare | 2.5K | $537K | 0.3% | -3.9% |
| AON AON PLC-CLASS A | Financials | 1.6K | $527K | 0.3% | New |
| TYL TYLER TECHNOLOGIES INC | Technology | 1.5K | $514K | 0.3% | Held |
| TSLA TESLA INC | Industrials | 1.4K | $513K | 0.3% | +15.5% |
| RTX RTX CORP | Industrials | 2.3K | $451K | 0.2% | -6.5% |
| AMRZ AMRIZE LTD | Industrials | 8.0K | $451K | 0.2% | New |
| KLAC KLA CORP | Other | 298 | $439K | 0.2% | Held |
| PEP PEPSICO INC | Consumer staples | 2.8K | $431K | 0.2% | +3.3% |
| JXN JACKSON FINANCIAL INC-A | Financials | 4.0K | $428K | 0.2% | Held |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 830 | $408K | 0.2% | New |
| ENB ENBRIDGE INC | Energy | 7.4K | $399K | 0.2% | -0.3% |
| LLY ELI LILLY & CO | Healthcare | 433 | $398K | 0.2% | +0.5% |
| ACN ACCENTURE PLC-CL A | Services media | 2.0K | $394K | 0.2% | New |
| AMGN AMGEN INC | Healthcare | 1.0K | $365K | 0.2% | -2.9% |
| FDX FEDEX CORP | Industrials | 998 | $355K | 0.2% | -0.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 9, 2026 | 126 | $182.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 14, 2026 | 123 | $177.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 127 | $172.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 127 | $159.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 123 | $153.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 117 | $140.4M | canonical | SEC ↗ |