Meriwether Wealth & Planning, LLC Portfolio Holdings

Meriwether Wealth & Planning, LLC

  • $153 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.8 Billion 11.59% of portfolio
668,002
Q1 2025 Added 21.46%
$0
$16.7 Billion 10.91% of portfolio
667,512
Q1 2025 Added 15.39%
$0
$15.9 Billion 10.36% of portfolio
347,692
Q1 2025 Added 11.41%
$0
$6.55 Billion 4.27% of portfolio
109,575
Q1 2025 Added 20.05%
$0
$6.15 Billion 4.01% of portfolio
313,800
Q1 2025 New
$0
$5.46 Billion 3.56% of portfolio
280,182
Q1 2025 New
$672B
$3.91 Billion 2.55% of portfolio
15,931
Q1 2025 Added 3.56%
$674B
$3.03 Billion 1.98% of portfolio
5,698
Q1 2025 Reduced 8.33%
$0
$2.98 Billion 1.95% of portfolio
127,377
Q1 2025 Added 14.35%
$439B
$2.66 Billion 1.73% of portfolio
22,356
Q1 2025 Added 6.56%
$0
$2.46 Billion 1.61% of portfolio
70,444
Q1 2025 Added 25.24%
$0
$2.44 Billion 1.59% of portfolio
67,612
Q1 2025 Added 15.93%
$2.68T
$2.2 Billion 1.43% of portfolio
5,850
Q1 2025 Added 14.64%
$912B
$1.89 Billion 1.23% of portfolio
12,100
Q1 2025 Added 7.16%
$0
$1.75 Billion 1.14% of portfolio
18,740
Q1 2025 Added 32.83%
$262B
$1.72 Billion 1.12% of portfolio
10,298
Q1 2025 Added 0.03%
$1.7T
$1.43 Billion 0.93% of portfolio
7,506
Q1 2025 Reduced 2.58%
$148B
$1.42 Billion 0.93% of portfolio
38,572
Q1 2025 Added 21.64%
$176B
$1.43 Billion 0.93% of portfolio
311
Q1 2025 Reduced 5.47%
$331B
$1.39 Billion 0.91% of portfolio
9,937
Q1 2025 Reduced 10.68%
$136B
$1.39 Billion 0.9% of portfolio
17,716
Q1 2025 Added 11.73%
$523B
$1.34 Billion 0.88% of portfolio
3,835
Q1 2025 Reduced 18.21%
$0
$1.3 Billion 0.85% of portfolio
57,289
Q1 2025 Reduced 19.54%
$0
$1.26 Billion 0.82% of portfolio
45,145
Q1 2025 Added 10.95%
$9.85B
$1.24 Billion 0.81% of portfolio
15,883
Q1 2025 Added 14.35%
$59.8B
$1.2 Billion 0.79% of portfolio
14,345
Q1 2025 Added 11.94%
$36.1B
$1.13 Billion 0.73% of portfolio
16,621
Q1 2025 Added 9.31%
$238B
$1.08 Billion 0.71% of portfolio
9,727
Q1 2025 Added 15.36%
$111B
$1.09 Billion 0.71% of portfolio
10,406
Q1 2025 Added 14.72%
$161B
$1.05 Billion 0.69% of portfolio
17,676
Q1 2025 Added 13.83%
$75B
$1 Billion 0.65% of portfolio
3,668
Q1 2025 Added 21.22%
$0
$983 Million 0.64% of portfolio
38,456
Q1 2025 Reduced 16.82%
$0
$978 Million 0.64% of portfolio
9,718
Q1 2025 Reduced 11.75%
$0
$978 Million 0.64% of portfolio
31,719
Q1 2025 Reduced 11.94%
$109B
$929 Million 0.61% of portfolio
10,338
Q1 2025 Added 15.11%
$99.8B
$933 Million 0.61% of portfolio
2,144
Q1 2025 Added 33.67%
$564M
$917 Million 0.6% of portfolio
37,676
Q1 2025 Added 0.09%
$56.1B
$902 Million 0.59% of portfolio
3,938
Q1 2025 Added 16.3%
$296B
$853 Million 0.56% of portfolio
20,441
Q1 2025 Added 16.32%
$132B
$840 Million 0.55% of portfolio
3,602
Q1 2025 Reduced 10.35%
$98.1B
$843 Million 0.55% of portfolio
1,253
Q1 2025 Added 12.58%
$90B
$828 Million 0.54% of portfolio
4,104
Q1 2025 Added 16.66%
$51.1B
$827 Million 0.54% of portfolio
44,466
Q1 2025 Added 0.68%
$241B
$821 Million 0.54% of portfolio
7,576
Q1 2025 Reduced 5.48%
$0
$812 Million 0.53% of portfolio
18,344
Q1 2025 Added 21.03%
$128B
$787 Million 0.51% of portfolio
14,189
Q1 2025 Added 16.57%
$65.4B
$754 Million 0.49% of portfolio
22,098
Q1 2025 Reduced 0.36%
-
$717 Million 0.47% of portfolio
-
Q1 2025 Reduced 7.53%
$0
$693 Million 0.45% of portfolio
4,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $153 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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