Meriwether Wealth & Planning, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 123 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 $17.8B, Schwab Strategic Tr Us Large C with a value of $16.7B, Fidelity Merrimack Str Tr Tota with a value of $15.9B, Dimensional ETF Tr U S Small C with a value of $6.55B, and Invesco Et Self Idxd Fd Tr Bul with a value of $6.15B.
Examining the 13F form we can see an increase of $12.8B in the current position value, from $140B to 153B.
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
$153 Billion
ETFs: $91.5 Billion
Financial Services: $13.9 Billion
Technology: $9 Billion
Healthcare: $8.47 Billion
Energy: $7.73 Billion
Consumer Cyclical: $7.58 Billion
Communication Services: $4.99 Billion
Industrials: $2.98 Billion
Other: $5.28 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
