Meriwether Wealth & Planning, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $177 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 $23.5B, Schwab Strategic Tr Us Large C with a value of $22.6B, Fidelity Merrimack Str Tr Tota with a value of $16.7B, Invesco Et Self Idxd Fd Tr Bul with a value of $6.7B, and Invesco Et Self Idxd Fd Tr Bul with a value of $6.16B.
Examining the 13F form we can see an increase of $4.71B in the current position value, from $173B to 177B.
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
$177 Billion
ETFs: $109 Billion
Financial Services: $15 Billion
Technology: $12.2 Billion
Energy: $8.71 Billion
Healthcare: $7.83 Billion
Consumer Cyclical: $7.41 Billion
Communication Services: $6.53 Billion
Industrials: $3.76 Billion
Other: $3.75 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
