Sponsored

The Analysis of Meriwether Wealth & Planning, LLC's Holdings & P&L

Currently, Meriwether Wealth & Planning, LLC holds 126 types of securities in its portfolio with a total value $182.6M. In the most recent quarter, they have increased their positions in VXUS (+97.0K shares, valued at $7.5M), FBND (+33.2K shares, valued at $1.5M), BSCR (+41.2K shares, valued at $808.1K); decreased their positions in SCHV (-107.7K shares, valued at $3.3M), SCHG (-80.0K shares, valued at $2.3M), BAC (-15.1K shares, valued at $735.8K); initiated new positions in VXUS (+97.0K shares, valued at $7.5M), N/A (+1.6K shares, valued at $526.8K), AMRZ (+8.0K shares, valued at $450.5K).

1M P&L

+4.1M+2.32%

3M P&L

+5.1M+2.88%

HY P&L

+14.5M+8.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A108.9M

66.1%

2Oil & Gas Integrated7.6M

4.6%

3Banks - Diversified4.8M

2.9%

Top Industries by Stock Count

1N/A38 stocks

33.9%

2Drug Manufacturers - General6 stocks

5.4%

3Semiconductors5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHV SCHWAB STRATEGIC TR656.0K shares-14.11%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR642.0K shares-11.08%2026-03-312026-04-09

FBND FIDELITY MERRIMACK STR TR395.6K shares9.15%2026-03-312026-04-09

VXUS VANGUARD STAR FDS97.0K sharesnew addition2026-03-312026-04-09

BSCR INVESCO EXCH TRD SLF IDX FD380.7K shares12.13%2026-03-312026-04-09

BSCQ INVESCO EXCH TRD SLF IDX FD352.9K shares12.18%2026-03-312026-04-09

XOM EXXON MOBIL CORP38.8K shares-2.75%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR204.6K shares4.43%2026-03-312026-04-09

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II69.9K shares14.08%2026-03-312026-04-09

SEIQ SEI EXCHANGE TRADED FUNDS128.5K shares6.48%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO12.4K shares-8.39%2026-03-312026-04-09

SPHY SPDR SERIES TRUST152.6K shares8.70%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.3K shares2.28%2026-03-312026-04-09

ALPHABET INC ALPHABET INC9.6K shares-7.18%2026-03-312026-04-09

AMZN AMAZON COM INC11.8K shares26.09%2026-03-312026-04-09

SEIM SEI EXCHANGE TRADED FUNDS47.7K shares28.14%2026-03-312026-04-09

Sponsored

IDMO INVESCO EXCH TRADED FD TR II39.3K shares27.50%2026-03-312026-04-09

MSFT MICROSOFT CORP5.6K shares13.54%2026-03-312026-04-09

AAPL APPLE INC6.8K shares1.99%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS23.6K shares16.37%2026-03-312026-04-09

BKNG BOOKING HOLDINGS INC354 shares28.26%2026-03-312026-04-09

COP CONOCOPHILLIPS11.2K shares2.05%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP15.6K shares-5.21%2026-03-312026-04-09

NVDA NVIDIA CORPORATION8.4K shares4.78%2026-03-312026-04-09

Sponsored

CAT CATERPILLAR INC2.0K shares-0.10%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR20.7K shares0.99%2026-03-312026-04-09

AMAT APPLIED MATLS INC3.6K shares-10.13%2026-03-312026-04-09

CMCSA COMCAST CORP NEW43.1K shares6.66%2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.4K shares-1.01%2026-03-312026-04-09

LOW LOWES COS INC4.5K shares-1.84%2026-03-312026-04-09

CVX CHEVRON CORPORATION5.1K shares3.02%2026-03-312026-04-09

BDX BECTON DICKINSON & CO6.7K shares49.57%2026-03-312026-04-09

Sponsored

V VISA INC3.5K shares15.57%2026-03-312026-04-09

BFST BUSINESS FIRST BANCSHARES IN37.6K shares0.00%2026-03-312026-04-09

ET ENERGY TRANSFER L P50.4K shares-1.95%2026-03-312026-04-09

BK BANK NEW YORK MELLON CORP8.1K shares-26.04%2026-03-312026-04-09

ORCL ORACLE CORP6.4K shares21.84%2026-03-312026-04-09

ADI ANALOG DEVICES INC2.9K shares-21.33%2026-03-312026-04-09

NVS NOVARTIS AG6.1K shares-36.13%2026-03-312026-04-09

UNILEVER PLC UNILEVER PLC16.0K shares0.63%2026-03-312026-04-09

Sponsored

EPD ENTERPRISE PRODS PARTNERS L22.7K shares0.63%2026-03-312026-04-09

DE DEERE & CO1.5K shares-0.07%2026-03-312026-04-09

MEDTRONIC PLC MEDTRONIC PLC9.8K shares2.49%2026-03-312026-04-09

ELV ELEVANCE HEALTH INC FORMERLY2.9K shares47.07%2026-03-312026-04-09

OMC OMNICOM GROUP INC11.1K shares9.68%2026-03-312026-04-09

SNY SANOFI SA17.4K shares8.04%2026-03-312026-04-09

WMT WALMART INC6.5K shares1.32%2026-03-312026-04-09

MCK MCKESSON CORP834 shares-25.13%2026-03-312026-04-09

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.8K shares-6.25%2026-03-312026-04-09

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY8.6K shares0.00%2026-03-312026-04-09

BSJR INVESCO EXCH TRD SLF IDX FD29.4K shares-0.79%2026-03-312026-04-09

ALPHABET INC ALPHABET INC2.0K shares10.30%2026-03-312026-04-09

BSJQ INVESCO EXCH TRD SLF IDX FD25.2K shares-0.74%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR18.9K shares-13.64%2026-03-312026-04-09

ISRG INTUITIVE SURGICAL INC1.2K shares2.83%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC3.7K shares-0.19%2026-03-312026-04-09

Sponsored

ABBV ABBVIE INC2.5K shares-3.86%2026-03-312026-04-09

AON PLC AON PLC1.6K sharesnew addition2026-03-312026-04-09

VCIT VANGUARD SCOTTSDALE FDS6.4K shares17.62%2026-03-312026-04-09

TYL TYLER TECHNOLOGIES INC1.5K shares0.00%2026-03-312026-04-09

TSLA TESLA INC1.4K shares15.49%2026-03-312026-04-09

BSJS INVESCO EXCH TRD SLF IDX FD22.3K shares-1.05%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares-14.75%2026-03-312026-04-09

SMH VANECK ETF TRUST1.3K shares0.56%2026-03-312026-04-09

Sponsored

RTX RTX CORPORATION2.3K shares-6.48%2026-03-312026-04-09

AMRZ AMRIZE LTD8.0K sharesnew addition2026-03-312026-04-09

KLAC KLA CORP298 shares0.00%2026-03-312026-04-09

PEP PEPSICO INC2.8K shares3.35%2026-03-312026-04-09

JXN JACKSON FINANCIAL INC4.0K shares0.00%2026-03-312026-04-09

SPYD SPDR SERIES TRUST9.2K shares-11.64%2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC830 sharesnew addition2026-03-312026-04-09

ENB ENBRIDGE INC7.4K shares-0.28%2026-03-312026-04-09

Sponsored

LLY ELI LILLY & CO433 shares0.46%2026-03-312026-04-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K sharesnew addition2026-03-312026-04-09

ESUM STRATEGY SHS14.7K shares25.47%2026-03-312026-04-09

AMGN AMGEN INC1.0K shares-2.90%2026-03-312026-04-09

BSCS INVESCO EXCH TRD SLF IDX FD17.7K sharesnew addition2026-03-312026-04-09

BSCT INVESCO EXCH TRD SLF IDX FD19.3K sharesnew addition2026-03-312026-04-09

FDX FEDEX CORP998 shares-0.20%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K shares-2.52%2026-03-312026-04-09

Sponsored

BSCU INVESCO EXCH TRD SLF IDX FD20.5K sharesnew addition2026-03-312026-04-09

SEIV SEI EXCHANGE TRADED FUNDS8.2K shares0.00%2026-03-312026-04-09

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.4K sharesnew addition2026-03-312026-04-09

VCSH VANGUARD SCOTTSDALE FDS4.1K shares17.16%2026-03-312026-04-09

META META PLATFORMS INC571 shares0.35%2026-03-312026-04-09

PFE PFIZER INC11.6K shares5.77%2026-03-312026-04-09

GLD SPDR GOLD TR738 shares0.00%2026-03-312026-04-09

VXF VANGUARD INDEX FDS1.5K shares1.63%2026-03-312026-04-09

Sponsored

VUG VANGUARD INDEX FDS698 shares4.49%2026-03-312026-04-09

WDS WOODSIDE ENERGY GROUP LTD12.4K shares7.02%2026-03-312026-04-09

MA MASTERCARD INCORPORATED566 shares-12.92%2026-03-312026-04-09

SBUX STARBUCKS CORP3.1K shares-3.46%2026-03-312026-04-09

SCHM SCHWAB STRATEGIC TR8.9K shares3.28%2026-03-312026-04-09

BSJT INVESCO EXCH TRD SLF IDX FD12.7K shares23.21%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC1.3K shares6.58%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC778 sharesnew addition2026-03-312026-04-09

Sponsored

SELV SEI EXCHANGE TRADED FUNDS8.1K shares0.00%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2026-03-312026-04-09

VOE VANGUARD INDEX FDS1.4K shares1.52%2026-03-312026-04-09

ETR ENTERGY CORP NEW2.3K shares-3.84%2026-03-312026-04-09

BROADCOM INC BROADCOM INC833 shares13.49%2026-03-312026-04-09

SO SOUTHERN CO2.7K shares0.76%2026-03-312026-04-09

BSJU INVESCO EXCH TRD SLF IDX FD10.0K shares18.79%2026-03-312026-04-09

BND VANGUARD BD INDEX FDS3.4K shares0.00%2026-03-312026-04-09

Sponsored

BABA ALIBABA GROUP HLDG LTD2.0K shares-0.15%2026-03-312026-04-09

JEPI J P MORGAN EXCHANGE TRADED F4.3K shares-7.57%2026-03-312026-04-09

PG PROCTER & GAMBLE CO1.7K shares-3.97%2026-03-312026-04-09

LAMR LAMAR ADVERTISING CO1.9K shares-0.99%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION237 shares0.85%2026-03-312026-04-09

CEG CONSTELLATION ENERGY CORP845 shares-0.12%2026-03-312026-04-09

NEE NEXTERA ENERGY INC2.5K shares-13.99%2026-03-312026-04-09

OKLO OKLO INC4.6K shares0.33%2026-03-312026-04-09

Sponsored

APD AIR PRODUCTS AND CHEMICALS I764 shares-15.58%2026-03-312026-04-09

BAC BANK AMERICA CORP4.4K shares-77.52%2026-03-312026-04-09

TLN TALEN ENERGY CORP667 shares0.00%2026-03-312026-04-09

DIS DISNEY WALT CO2.2K shares-16.64%2026-03-312026-04-09

F FORD MTR CO18.3K shares3.42%2026-03-312026-04-09

IQV IQVIA HLDGS INC1.2K sharesnew addition2026-03-312026-04-09

KO COCA COLA CO2.8K sharesnew addition2026-03-312026-04-09

ONEY SPDR SERIES TRUST1.7K shares-9.99%2026-03-312026-04-09

Sponsored

CRM SALESFORCE INC1.1K shares8.86%2026-03-312026-04-09

CSCO CISCO SYS INC2.7K shares2.11%2026-03-312026-04-09

NRG NRG ENERGY INC1.4K shares1.44%2026-03-312026-04-09

SLI STANDARD LITHIUM LTD51.5K shares11.82%2026-03-312026-04-09

LYG LLOYDS BANKING GROUP PLC26.2K shares-11.38%2026-03-312026-04-09

MMLP MARTIN MIDSTREAM PRTNRS L P10.4K shares0.88%2026-03-312026-04-09

SCHV

SCHWAB STRATEGIC TR

-14.11%

Shares656.0K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

-11.08%

Shares642.0K

Event2026-03-31

Filed2026-04-09

FBND

FIDELITY MERRIMACK STR TR

9.15%

Shares395.6K

Event2026-03-31

Filed2026-04-09

VXUS

VANGUARD STAR FDS

New

Shares97.0K

Event2026-03-31

Filed2026-04-09

BSCR

INVESCO EXCH TRD SLF IDX FD

12.13%

Shares380.7K

Event2026-03-31

Filed2026-04-09

BSCQ

INVESCO EXCH TRD SLF IDX FD

12.18%

Shares352.9K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-2.75%

Shares38.8K

Event2026-03-31

Filed2026-04-09

SCHA

SCHWAB STRATEGIC TR

4.43%

Shares204.6K

Event2026-03-31

Filed2026-04-09

INVESCO EXCH TRADED FD TR II

14.08%

Shares69.9K

Event2026-03-31

Filed2026-04-09

SEIQ

SEI EXCHANGE TRADED FUNDS

6.48%

Shares128.5K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-8.39%

Shares12.4K

Event2026-03-31

Filed2026-04-09

SPHY

SPDR SERIES TRUST

8.70%

Shares152.6K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

2.28%

Shares6.3K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-7.18%

Shares9.6K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

26.09%

Shares11.8K

Event2026-03-31

Filed2026-04-09

SEIM

SEI EXCHANGE TRADED FUNDS

28.14%

Shares47.7K

Event2026-03-31

Filed2026-04-09

IDMO

INVESCO EXCH TRADED FD TR II

27.50%

Shares39.3K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

13.54%

Shares5.6K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

1.99%

Shares6.8K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

16.37%

Shares23.6K

Event2026-03-31

Filed2026-04-09

BKNG

BOOKING HOLDINGS INC

28.26%

Shares354

Event2026-03-31

Filed2026-04-09

COP

CONOCOPHILLIPS

2.05%

Shares11.2K

Event2026-03-31

Filed2026-04-09

SCHW

SCHWAB CHARLES CORP

-5.21%

Shares15.6K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

4.78%

Shares8.4K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

-0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

0.99%

Shares20.7K

Event2026-03-31

Filed2026-04-09

AMAT

APPLIED MATLS INC

-10.13%

Shares3.6K

Event2026-03-31

Filed2026-04-09

CMCSA

COMCAST CORP NEW

6.66%

Shares43.1K

Event2026-03-31

Filed2026-04-09

GENERAL DYNAMICS CORP

-1.01%

Shares3.4K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC

-1.84%

Shares4.5K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

3.02%

Shares5.1K

Event2026-03-31

Filed2026-04-09

BDX

BECTON DICKINSON & CO

49.57%

Shares6.7K

Event2026-03-31

Filed2026-04-09

VISA INC

15.57%

Shares3.5K

Event2026-03-31

Filed2026-04-09

BFST

BUSINESS FIRST BANCSHARES IN

0.00%

Shares37.6K

Event2026-03-31

Filed2026-04-09

ENERGY TRANSFER L P

-1.95%

Shares50.4K

Event2026-03-31

Filed2026-04-09

BANK NEW YORK MELLON CORP

-26.04%

Shares8.1K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

21.84%

Shares6.4K

Event2026-03-31

Filed2026-04-09

ADI

ANALOG DEVICES INC

-21.33%

Shares2.9K

Event2026-03-31

Filed2026-04-09

NVS

NOVARTIS AG

-36.13%

Shares6.1K

Event2026-03-31

Filed2026-04-09

UNILEVER PLC

0.63%

Shares16.0K

Event2026-03-31

Filed2026-04-09

EPD

ENTERPRISE PRODS PARTNERS L

0.63%

Shares22.7K

Event2026-03-31

Filed2026-04-09

DEERE & CO

-0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-09

MEDTRONIC PLC

2.49%

Shares9.8K

Event2026-03-31

Filed2026-04-09

ELV

ELEVANCE HEALTH INC FORMERLY

47.07%

Shares2.9K

Event2026-03-31

Filed2026-04-09

OMC

OMNICOM GROUP INC

9.68%

Shares11.1K

Event2026-03-31

Filed2026-04-09

SNY

SANOFI SA

8.04%

Shares17.4K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

1.32%

Shares6.5K

Event2026-03-31

Filed2026-04-09

MCK

MCKESSON CORP

-25.13%

Shares834

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

-6.25%

Shares3.8K

Event2026-03-31

Filed2026-04-09

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-09

BSJR

INVESCO EXCH TRD SLF IDX FD

-0.79%

Shares29.4K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

10.30%

Shares2.0K

Event2026-03-31

Filed2026-04-09

BSJQ

INVESCO EXCH TRD SLF IDX FD

-0.74%

Shares25.2K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

-13.64%

Shares18.9K

Event2026-03-31

Filed2026-04-09

ISRG

INTUITIVE SURGICAL INC

2.83%

Shares1.2K

Event2026-03-31

Filed2026-04-09

PLTR

PALANTIR TECHNOLOGIES INC

-0.19%

Shares3.7K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-3.86%

Shares2.5K

Event2026-03-31

Filed2026-04-09

AON PLC

New

Shares1.6K

Event2026-03-31

Filed2026-04-09

VCIT

VANGUARD SCOTTSDALE FDS

17.62%

Shares6.4K

Event2026-03-31

Filed2026-04-09

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

15.49%

Shares1.4K

Event2026-03-31

Filed2026-04-09

BSJS

INVESCO EXCH TRD SLF IDX FD

-1.05%

Shares22.3K

Event2026-03-31

Filed2026-04-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-14.75%

Shares1.4K

Event2026-03-31

Filed2026-04-09

SMH

VANECK ETF TRUST

0.56%

Shares1.3K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

-6.48%

Shares2.3K

Event2026-03-31

Filed2026-04-09

AMRZ

AMRIZE LTD

New

Shares8.0K

Event2026-03-31

Filed2026-04-09

KLAC

KLA CORP

0.00%

Shares298

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

3.35%

Shares2.8K

Event2026-03-31

Filed2026-04-09

JXN

JACKSON FINANCIAL INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-09

SPYD

SPDR SERIES TRUST

-11.64%

Shares9.2K

Event2026-03-31

Filed2026-04-09

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares830

Event2026-03-31

Filed2026-04-09

ENB

ENBRIDGE INC

-0.28%

Shares7.4K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

0.46%

Shares433

Event2026-03-31

Filed2026-04-09

ACCENTURE PLC IRELAND

New

Shares2.0K

Event2026-03-31

Filed2026-04-09

ESUM

STRATEGY SHS

25.47%

Shares14.7K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

-2.90%

Shares1.0K

Event2026-03-31

Filed2026-04-09

BSCS

INVESCO EXCH TRD SLF IDX FD

New

Shares17.7K

Event2026-03-31

Filed2026-04-09

BSCT

INVESCO EXCH TRD SLF IDX FD

New

Shares19.3K

Event2026-03-31

Filed2026-04-09

FDX

FEDEX CORP

-0.20%

Shares998

Event2026-03-31

Filed2026-04-09

DUKE ENERGY CORP NEW

-2.52%

Shares2.7K

Event2026-03-31

Filed2026-04-09

BSCU

INVESCO EXCH TRD SLF IDX FD

New

Shares20.5K

Event2026-03-31

Filed2026-04-09

SEIV

SEI EXCHANGE TRADED FUNDS

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-09

FERGUSON ENTERPRISES INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-09

VCSH

VANGUARD SCOTTSDALE FDS

17.16%

Shares4.1K

Event2026-03-31

Filed2026-04-09