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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) |
|---|---|---|---|---|---|
| JOBY AVIATION INC | COMMON STOCK | G65163100 | — | 1,863 shares | $11,271 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 | — | 549 shares | $11,194 |
| F5 INC | COM | 315616102 | — | 25 shares | $11,130 |
| PGIM GLOBAL HIGH YIELD FD FO | COM | 69346J106 | — | 1,000 shares | $11,020 |
| OVINTIV INC | COM | 69047Q102 | — | 190 shares | $10,986 |
| EATON VANCE ENHANCED EQUITY | COM | 278277108 | — | 515 shares | $10,970 |
| INCYTE CORP | COM | 45337C102 | — | 90 shares | $10,922 |
| RENAISSANCERE HLDGS LTD | COM | G7496G103 | — | 34 shares | $10,820 |
| CHURCH & DWIGHT CO INC | COM | 171340102 | — | 113 shares | $10,647 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 55 shares | $10,629 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 676 shares | $10,627 |
| THE CIGNA GROUP | COM | 125523100 | — | 39 shares | $10,601 |
| ISHARES INC | MSCI CDA ETF | 464286509 | — | 180 shares | $10,508 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | — | 182 shares | $10,454 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | — | 45 shares | $10,418 |
| GLOBAL X FDS | S&P 500 COVERED | 37954Y475 | — | 250 shares | $10,380 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 | — | 250 shares | $10,268 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 35 shares | $10,165 |
| APA CORPORATION | COM | 03743Q108 | — | 240 shares | $9,970 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 31 shares | $9,862 |
| ROBLOX CORP | CL A | 771049103 | — | 230 shares | $9,745 |
| TYSON FOODS INC | CL A | 902494103 | — | 190 shares | $9,601 |
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 | — | 326 shares | $9,558 |
| EXELIXIS INC | COM | 30161Q104 | — | 163 shares | $9,521 |
| JABIL INC | COM | 466313103 | — | 33 shares | $9,466 |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 35473P595 | — | 410 shares | $9,430 |
| SMUCKER J M CO | COM NEW | 832696405 | — | 79 shares | $9,394 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | — | 65 shares | $9,220 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | — | 1,018 shares | $9,213 |
| WELLS FARGO & CO | COM | 949746101 | — | 115 shares | $9,206 |
| FOX CORP | CL A COM | 35137L105 | — | 146 shares | $9,147 |
| ALTIMMUNE INC | COM NEW | 02155H200 | — | 3,195 shares | $9,138 |
| CHEWY INC | CL A | 16679L109 | — | 500 shares | $9,100 |
| SPROTT ETF TRUST | GOLD MINERS ETF | 85210B102 | — | 122 shares | $9,038 |
| NUVEEN QUALITY MUNCP INCOME | COM | 67066V101 | — | 888 shares | $8,987 |
| HIMS & HERS HEALTH INC | COM CL A | 433000106 | — | 300 shares | $8,937 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 100 shares | $8,883 |
| CARNIVAL CORP LTD | COMMON SHARES | G2004J103 | — | 361 shares | $8,859 |
| NISOURCE INC | COM | 65473P105 | — | 227 shares | $8,853 |
| PLUG PWR INC | COM NEW | 72919P202 | — | 4,500 shares | $8,730 |
| SANDISK CORP | COM | 80004C200 | — | 5 shares | $8,699 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 30 shares | $8,690 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 35 shares | $8,636 |
| VOYAGER TECHNOLOGIES INC | COM CL A | 92892B103 | — | 284 shares | $8,591 |
| CINTAS CORP | COM | 172908105 | — | 44 shares | $8,583 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 | — | 442 shares | $8,562 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 105 shares | $8,522 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 33 shares | $8,490 |
| F N B CORP | COM | 302520101 | — | 484 shares | $8,330 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | — | 200 shares | $8,308 |
| INNODATA INC | COM NEW | 457642205 | — | 125 shares | $8,220 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 18 shares | $8,180 |
| ARK ETF TR | GENOMIC REV ETF | 00214Q302 | — | 150 shares | $8,133 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 54 shares | $8,008 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 88 shares | $7,994 |
| CINCINNATI FINL CORP | COM | 172062101 | — | 50 shares | $7,969 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 | — | 134 shares | $7,887 |
| AFFILIATED MANAGERS GROUP | COM | 008252108 | — | 21 shares | $7,678 |
| UGI CORP NEW | COM | 902681105 | — | 215 shares | $7,669 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | — | 57 shares | $7,642 |
| CMS ENERGY CORP | COM | 125896100 | — | 121 shares | $7,633 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 33 shares | $7,631 |
| SLB LIMITED | COM STK | 806857108 | — | 156 shares | $7,600 |
| PROLOGIS INC. | COM | 74340W103 | — | 58 shares | $7,531 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 | — | 400 shares | $7,420 |
| PENNYMAC MTG INVT TR | COM | 70931T103 | — | 930 shares | $7,328 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 154 shares | $7,267 |
| ARROW ELECTRS INC | COM | 042735100 | — | 32 shares | $7,264 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 113 shares | $7,153 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 77 shares | $7,143 |
| SPROTT ETF TRUST | JR GOLD MINERS E | 85210B201 | — | 79 shares | $6,986 |
| FIRSTENERGY CORP | COM | 337932107 | — | 154 shares | $6,673 |
| EVERGY INC | COM | 30034W106 | — | 85 shares | $6,667 |
| RAYONIER INC | COM | 754907103 | — | 363 shares | $6,665 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 21 shares | $6,664 |
| COCA COLA CONS INC | COM | 191098102 | — | 35 shares | $6,624 |
| UNUM GROUP | COM | 91529Y106 | — | 75 shares | $6,580 |
| NATIONAL HEALTH INVS INC | COM | 63633D104 | — | 100 shares | $6,563 |
| INVENTRUST PPTYS CORP | COM NEW | 46124J201 | — | 212 shares | $6,392 |
| FIRST BUSEY CORP | COM NEW | 319383204 | — | 217 shares | $6,321 |
| ISHARES TR | NORTH AMERN NAT | 464287374 | — | 101 shares | $6,225 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 40 shares | $6,199 |
| GLOBAL X FDS | RUSSELL 2000 | 37954Y459 | — | 400 shares | $6,188 |
| MILLICOM INTL CELLULAR S A | COM STK | L6388F110 | — | 71 shares | $6,187 |
| REMITLY GLOBAL INC | COM | 75960P104 | — | 288 shares | $6,146 |
| BUNGE GLOBAL SA | COM SHS | H11356104 | — | 57 shares | $6,096 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 26 shares | $6,007 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 23 shares | $5,935 |
| DOVER CORP | COM | 260003108 | — | 31 shares | $5,799 |
| FRANKLIN XRP TRUST | FRANKLIN XRP ETF | 355233107 | — | 356 shares | $5,760 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | — | 33 shares | $5,751 |
| WILLIAMS COS INC | COM | 969457100 | — | 84 shares | $5,709 |
| PROSHARES TR | ULTR RUSSL2000 | 74347X799 | — | 85 shares | $5,698 |
| SEACOAST BKG CORP FLA | COM NEW | 811707801 | — | 179 shares | $5,698 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | — | 50 shares | $5,663 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 17 shares | $5,613 |
| ZOETIS INC | CL A | 98978V103 | — | 80 shares | $5,586 |
| DANAHER CORP DEL | COM | 235851102 | — | 25 shares | $5,539 |
| OSHKOSH CORP | COM | 688239201 | — | 43 shares | $5,539 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 44 shares | $5,533 |