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Meriwether Wealth & Planning, LLC
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $221,555,969
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $24,779,125
- SCHWAB STRATEGIC TR · US LCAP VA ETF · 808524409 · shares: $23,304,309
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $12,388,697
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $11,376,902
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $9,039,884
- VANECK ETF TRUST · IG FLOA RATE ETF · 92189F486 · shares: $8,231,970
- INVESCO EXCH TRD SLF IDX FD · BULSHS 2027 CB · 46138J783 · shares: $7,831,233
- INVESCO EXCH TRD SLF IDX FD · INVSCO BLSH 28 · 46138J643 · shares: $7,148,160
- SCHWAB STRATEGIC TR · US SML CAP ETF · 808524607 · shares: $6,891,391
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $4,113,540
Reported holdings
872 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 945 shares | $250,189 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 2,141 shares | $244,095 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 699 shares | $242,749 |
| WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | 980228308 | — | 10,874 shares | $241,077 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 900 shares | $237,789 |
| SOUTHERN CO | COM | 842587107 | — | 2,727 shares | $226,041 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | 46138J395 | — | 10,731 shares | $221,649 |
| SPDR SERIES TRUST | ST STR R1K YLD | 78468R770 | — | 1,775 shares | $218,183 |
| DISNEY WALT CO | COM | 254687106 | — | 2,034 shares | $213,367 |
| BANK OF AMER CORP | COM | 060505104 | — | 3,918 shares | $213,257 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 1,973 shares | $212,176 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | 46139W841 | — | 8,463 shares | $210,475 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 226 shares | $205,737 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 762 shares | $201,732 |
| ORIGIN BANCORP INC | COM | 68621T102 | — | 3,800 shares | $198,550 |
| PFIZER INC | COM | 717081103 | — | 6,946 shares | $198,100 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 1,969 shares | $195,443 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 4,088 shares | $193,526 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 1,195 shares | $188,631 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 2,260 shares | $188,620 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 4,022 shares | $184,489 |
| ARCHROCK INC | COM | 03957W106 | — | 6,054 shares | $183,376 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 2,340 shares | $177,232 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 1,889 shares | $176,508 |
| QUALCOMM INC | COM | 747525103 | — | 954 shares | $175,574 |
| GENUINE PARTS CO | COM | 372460105 | — | 1,396 shares | $175,533 |
| EATON CORP PLC | SHS | G29183103 | — | 407 shares | $174,892 |
| EMERSON ELEC CO | COM | 291011104 | — | 1,110 shares | $172,161 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | — | 8,456 shares | $168,866 |
| TEXAS INSTRS INC | COM | 882508104 | — | 601 shares | $168,334 |
| SALESFORCE INC | COM | 79466L302 | — | 729 shares | $167,357 |
| RTX CORPORATION | COM | 75513E101 | — | 878 shares | $163,001 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 451 shares | $160,407 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 3,307 shares | $159,298 |
| SEI EXCHANGE TRADED FUNDS | SELE INTL EQ ETF | 81589A700 | — | 4,450 shares | $159,266 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 5,922 shares | $159,183 |
| SEI EXCHANGE TRADED FUNDS | SELECT EMERGING | 81589A601 | — | 3,850 shares | $149,295 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 1,242 shares | $147,351 |
| NIKE INC | CL B | 654106103 | — | 4,159 shares | $147,229 |
| HOME DEPOT INC | COM | 437076102 | — | 514 shares | $146,228 |
| MCDONALDS CORP | COM | 580135101 | — | 621 shares | $143,414 |
| LAMAR ADVERTISING CO | CL A | 512816109 | — | 995 shares | $143,389 |
| UNION PAC CORP | COM | 907818108 | — | 521 shares | $141,780 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 967 shares | $141,646 |
| OKLO INC | COM CL A | 02156V109 | — | 3,810 shares | $141,046 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 261 shares | $140,405 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 24,801 shares | $139,630 |
| TJX COS INC NEW | COM | 872540109 | — | 1,047 shares | $138,529 |
| COCA COLA CO | COM | 191216100 | — | 1,597 shares | $137,470 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 483 shares | $129,855 |
| HOME FED BANCORP INC LA NEW | COM | 43708L108 | — | 5,197 shares | $128,730 |
| CENCORA INC | COM | 03073E105 | — | 427 shares | $128,207 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 2,748 shares | $127,232 |
| MARATHON PETE CORP | COM | 56585A102 | — | 321 shares | $126,930 |
| EDISON INTL | COM | 281020107 | — | 2,359 shares | $126,749 |
| SYSCO CORP | COM | 871829107 | — | 1,600 shares | $124,736 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 642 shares | $123,951 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 754 shares | $123,422 |
| AIRBNB INC | COM CL A | 009066101 | — | 764 shares | $122,737 |
| PINNACLE WEST CAP CORP | COM | 723484101 | — | 1,298 shares | $120,766 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 1,250 shares | $119,563 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | — | 442 shares | $118,045 |
| CAMECO CORP | COM | 13321L108 | — | 1,353 shares | $117,265 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 700 shares | $116,886 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | — | 3,549 shares | $116,762 |
| EOG RES INC | COM | 26875P101 | — | 841 shares | $115,856 |
| STANDARD LITHIUM CORP | COM | 853606101 | — | 61,660 shares | $112,838 |
| CLOROX CO DEL | COM | 189054109 | — | 1,391 shares | $112,685 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 121 shares | $111,603 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 477 shares | $111,289 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 2,009 shares | $109,511 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 536 shares | $109,124 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 1,980 shares | $108,702 |
| REALTY INCOME CORP | COM | 756109104 | — | 1,982 shares | $107,623 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 59 shares | $106,889 |
| BOEING CO | COM | 097023105 | — | 574 shares | $106,793 |
| STARBUCKS CORP | COM | 855244109 | — | 1,131 shares | $106,269 |
| FARMLAND PARTNERS INC | COM | 31154R109 | — | 9,350 shares | $106,123 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 273 shares | $105,818 |
| METLIFE INC | COM | 59156R108 | — | 1,111 shares | $104,612 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 1,225 shares | $103,010 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 1,666 shares | $100,826 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 230 shares | $100,126 |
| QUANTA SVCS INC | COM | 74762E102 | — | 151 shares | $97,019 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 600 shares | $96,222 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 263 shares | $95,743 |
| EBAY INC. | COM | 278642103 | — | 899 shares | $95,339 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 500 shares | $94,040 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 1,875 shares | $93,169 |
| CORTEVA INC | COM | 22052L104 | — | 1,186 shares | $92,093 |
| NUSHARES ETF TR | NUVE MUN INC ETF | 67092P714 | — | 3,907 shares | $91,502 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 872 shares | $87,880 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 | — | 2,017 shares | $87,376 |
| TALEN ENERGY CORP | COM | 87422Q109 | — | 275 shares | $85,990 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 261 shares | $85,741 |
| IONQ INC | COM | 46222L108 | — | 1,949 shares | $85,483 |
| STRATEGY SHS | EVEN SMAL CA ETF | 86280R134 | — | 2,967 shares | $84,966 |
| UNIFIED SER TR | ONEASCENT LARGE | 90470L527 | — | 2,058 shares | $84,646 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 311 shares | $83,668 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 1,268 shares | $81,558 |