Meriwether Wealth & Planning, LLC Portfolio Holdings

Meriwether Wealth & Planning, LLC

  • $173 Billion
  • Q3 2025

Meriwether Wealth & Planning, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $173 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 $23B, Schwab Strategic Tr Us Large C with a value of $21.4B, Fidelity Merrimack Str Tr Tota with a value of $16.4B, Invesco Et Self Idxd Fd Tr Bul with a value of $6.46B, and Invesco Et Self Idxd Fd Tr Bul with a value of $5.81B.

Examining the 13F form we can see an increase of $13B in the current position value, from $160B to 173B.

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 $173 Billion
ETFs: $105 Billion
Financial Services: $15.8 Billion
Technology: $11.9 Billion
Energy: $8.89 Billion
Healthcare: $7.52 Billion
Consumer Cyclical: $7.45 Billion
Communication Services: $6.02 Billion
Industrials: $3.25 Billion
Other: $5.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23 Billion 13.35% of portfolio
722,280
Q3 2025 Added 4.18%
$0
$21.4 Billion 12.41% of portfolio
735,542
Q3 2025 Added 5.79%
$0
$16.4 Billion 9.51% of portfolio
355,052
Q3 2025 Added 2.86%
$0
$6.46 Billion 3.74% of portfolio
327,618
Q3 2025 Added 2.69%
$0
$5.81 Billion 3.37% of portfolio
297,252
Q3 2025 Added 3.18%
$0
$5.43 Billion 3.14% of portfolio
79,255
Q3 2025 Added 3.09%
$892B
$4.59 Billion 2.66% of portfolio
14,558
Q3 2025 Reduced 1.65%
$483B
$4.57 Billion 2.65% of portfolio
40,496
Q3 2025 Added 93.09%
$0
$4.4 Billion 2.55% of portfolio
113,801
Q3 2025 Added 5.04%
$0
$4.22 Billion 2.44% of portfolio
57,368
Q3 2025 Added 5.07%
$0
$3.22 Billion 1.86% of portfolio
134,426
Q3 2025 Added 3.22%
$646B
$3.09 Billion 1.79% of portfolio
6,156
Q3 2025 Added 19.53%
$1.64T
$3.05 Billion 1.77% of portfolio
12,537
Q3 2025 Added 0.63%
$3.96T
$2.68 Billion 1.56% of portfolio
5,182
Q3 2025 Reduced 6.63%
$2.31T
$2.17 Billion 1.26% of portfolio
9,878
Q3 2025 Added 27.24%
$4.32T
$1.76 Billion 1.02% of portfolio
6,900
Q3 2025 Reduced 3.69%
$477B
$1.52 Billion 0.88% of portfolio
8,160
Q3 2025 Added 5.69%
$209B
$1.51 Billion 0.88% of portfolio
280
Q3 2025 Reduced 4.44%
$87B
$1.44 Billion 0.84% of portfolio
13,242
Q3 2025 Reduced 1.95%
$759B
$1.38 Billion 0.8% of portfolio
4,910
Q3 2025 Reduced 50.11%
$278B
$1.26 Billion 0.73% of portfolio
9,821
Q3 2025 Added 3.47%
$304B
$1.25 Billion 0.72% of portfolio
8,022
Q3 2025 Reduced 0.94%
$97.1B
$1.23 Billion 0.71% of portfolio
3,594
Q3 2025 Reduced 0.06%
$0
$1.2 Billion 0.7% of portfolio
13,484
Q3 2025 Reduced 9.68%
$0
$1.19 Billion 0.69% of portfolio
26,145
Q3 2025 Added 80.2%
$569B
$1.15 Billion 0.67% of portfolio
3,383
Q3 2025 Reduced 1.66%
$0
$1.14 Billion 0.66% of portfolio
21,058
Q3 2025 Added 85.61%
$199B
$1.04 Billion 0.61% of portfolio
5,104
Q3 2025 Added 2.22%
$159B
$1.03 Billion 0.6% of portfolio
17,360
Q3 2025 Added 0.66%
$425B
$1.04 Billion 0.6% of portfolio
20,068
Q3 2025 Added 3.06%
$125B
$998 Million 0.58% of portfolio
4,062
Q3 2025 Added 1.75%
$130B
$976 Million 0.57% of portfolio
31,072
Q3 2025 Reduced 22.07%
$117B
$945 Million 0.55% of portfolio
1,223
Q3 2025 Reduced 0.73%
$0
$909 Million 0.53% of portfolio
39,403
Q3 2025 Added 0.03%
$151B
$898 Million 0.52% of portfolio
3,572
Q3 2025 Added 0.11%
$125B
$902 Million 0.52% of portfolio
9,471
Q3 2025 Reduced 1.5%
$113B
$905 Million 0.52% of portfolio
9,569
Q3 2025 Reduced 10.47%
$579M
$887 Million 0.51% of portfolio
37,583
Q3 2025 Reduced 0.53%
$278B
$821 Million 0.48% of portfolio
1,721
Q3 2025 Reduced 5.18%
$53.3B
$833 Million 0.48% of portfolio
4,448
Q3 2025 Added 13.18%
$52.2B
$825 Million 0.48% of portfolio
48,066
Q3 2025 Added 4.3%
$16.2B
$809 Million 0.47% of portfolio
9,917
Q3 2025 Added 36.48%
$0
$759 Million 0.44% of portfolio
4,000
Q4 2024 New
$372B
$700 Million 0.41% of portfolio
3,840
Q3 2025 Added 3.98%
$67.8B
$707 Million 0.41% of portfolio
22,598
Q3 2025 Added 2.26%
-
$687 Million 0.4% of portfolio
-
Q3 2025 Reduced 2.41%
$0
$695 Million 0.4% of portfolio
25,449
Q3 2025 Reduced 28.03%
$0
$673 Million 0.39% of portfolio
29,591
Q3 2025 Added 0.51%
$129B
$678 Million 0.39% of portfolio
14,357
Q3 2025 Added 2.92%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $173 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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