Meriwether Wealth & Planning, LLC Portfolio Holdings

Meriwether Wealth & Planning, LLC

  • $160 Billion
  • Q2 2025

Meriwether Wealth & Planning, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $20.3B, Schwab Strategic Tr Us Large C with a value of $19.2B, Fidelity Merrimack Str Tr Tota with a value of $15.8B, Invesco Et Self Idxd Fd Tr Bul with a value of $6.27B, and Invesco Et Self Idxd Fd Tr Bul with a value of $5.62B.

Examining the 13F form we can see an increase of $6.3B in the current position value, from $153B to 160B.

Meriwether Wealth & Planning, LLC is based out at Minden, LA

Below you can find more details about Meriwether Wealth & Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
ETFs: $96.8 Billion
Financial Services: $14.4 Billion
Technology: $11.7 Billion
Healthcare: $7.45 Billion
Consumer Cyclical: $7.44 Billion
Energy: $6.52 Billion
Communication Services: $5.22 Billion
Industrials: $3.2 Billion
Other: $5.48 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.3 Billion 12.69% of portfolio
693,312
Q2 2025 Added 3.87%
$0
$19.2 Billion 12.06% of portfolio
695,293
Q2 2025 Added 4.09%
$0
$15.8 Billion 9.9% of portfolio
345,192
Q2 2025 Reduced 0.72%
$0
$6.27 Billion 3.93% of portfolio
319,044
Q2 2025 Added 1.67%
$0
$5.62 Billion 3.52% of portfolio
288,082
Q2 2025 Added 2.82%
$0
$4.9 Billion 3.07% of portfolio
76,882
Q2 2025 Reduced 29.84%
$847B
$4.29 Billion 2.69% of portfolio
14,802
Q2 2025 Reduced 7.09%
$0
$4.03 Billion 2.52% of portfolio
108,344
Q2 2025 Added 53.8%
$0
$3.98 Billion 2.49% of portfolio
54,598
Q2 2025 New
$0
$3.1 Billion 1.94% of portfolio
130,235
Q2 2025 Added 2.24%
$3.75T
$2.76 Billion 1.73% of portfolio
5,550
Q2 2025 Reduced 5.13%
$631B
$2.5 Billion 1.57% of portfolio
5,150
Q2 2025 Reduced 9.62%
$475B
$2.26 Billion 1.42% of portfolio
20,973
Q2 2025 Reduced 6.19%
$1.11T
$2.21 Billion 1.39% of portfolio
12,458
Q2 2025 Added 2.96%
$618B
$2.15 Billion 1.35% of portfolio
9,841
Q2 2025 Reduced 0.97%
$2.3T
$1.7 Billion 1.07% of portfolio
7,763
Q2 2025 Added 3.42%
$169B
$1.58 Billion 0.99% of portfolio
17,321
Q2 2025 Reduced 2.23%
$3.35T
$1.47 Billion 0.92% of portfolio
7,164
Q2 2025 Added 8.81%
$157B
$1.42 Billion 0.89% of portfolio
39,872
Q2 2025 Added 3.37%
$0
$1.27 Billion 0.79% of portfolio
14,929
Q2 2025 Reduced 20.34%
$77B
$1.23 Billion 0.77% of portfolio
13,505
Q2 2025 Reduced 5.86%
$573B
$1.22 Billion 0.77% of portfolio
3,440
Q2 2025 Reduced 10.3%
$409B
$1.22 Billion 0.76% of portfolio
7,721
Q2 2025 Added 1.91%
$297B
$1.16 Billion 0.73% of portfolio
8,098
Q2 2025 Reduced 21.36%
$10.3B
$1.15 Billion 0.72% of portfolio
17,138
Q2 2025 Added 7.9%
$260B
$1.15 Billion 0.72% of portfolio
9,492
Q2 2025 Reduced 2.42%
$155B
$1.05 Billion 0.66% of portfolio
17,247
Q2 2025 Reduced 2.43%
$83.7B
$1.05 Billion 0.66% of portfolio
3,596
Q2 2025 Reduced 1.96%
$125B
$950 Million 0.6% of portfolio
3,992
Q2 2025 Reduced 2.73%
$120B
$959 Million 0.6% of portfolio
10,688
Q2 2025 Added 2.71%
$0
$937 Million 0.59% of portfolio
35,361
Q2 2025 Reduced 21.67%
$649M
$931 Million 0.58% of portfolio
37,782
Q2 2025 Added 0.28%
$378B
$921 Million 0.58% of portfolio
19,473
Q2 2025 Reduced 4.74%
$170B
$914 Million 0.57% of portfolio
4,993
Q2 2025 Added 73.49%
$103B
$903 Million 0.57% of portfolio
1,232
Q2 2025 Reduced 1.68%
$0
$898 Million 0.56% of portfolio
39,390
Q2 2025 Reduced 31.24%
$119B
$838 Million 0.53% of portfolio
9,615
Q2 2025 Reduced 6.99%
$83.5B
$827 Million 0.52% of portfolio
2,127
Q2 2025 Reduced 0.79%
$54B
$836 Million 0.52% of portfolio
46,084
Q2 2025 Added 3.64%
$138B
$792 Million 0.5% of portfolio
3,568
Q2 2025 Reduced 0.94%
$0
$727 Million 0.46% of portfolio
4,000
Q4 2024 New
$0
$720 Million 0.45% of portfolio
16,960
Q2 2025 Reduced 7.54%
$214B
$705 Million 0.44% of portfolio
1,815
Q2 2025 Reduced 0.17%
$69.3B
$685 Million 0.43% of portfolio
22,098
Q1 2025 Reduced 0.36%
Canadian Pacific Kansas City
-
$681 Million 0.43% of portfolio
-
Q2 2025 Reduced 0.54%
$50.5B
$677 Million 0.42% of portfolio
3,930
Q2 2025 Reduced 0.2%
$0
$668 Million 0.42% of portfolio
29,442
Q2 2025 Added 2.94%
$122B
$674 Million 0.42% of portfolio
13,950
Q2 2025 Reduced 1.68%
-
$656 Million 0.41% of portfolio
-
Q2 2025 Reduced 19.36%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $160 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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