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 Market Cap. of $10 Billions to $200 Billions
