Meriwether Wealth & Planning, LLC Portfolio Holdings

Meriwether Wealth & Planning, LLC

  • $177 Billion
  • Q4 2025

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$490B
$4.8 Billion 2.71% of portfolio
39,895
Q4 2025 Reduced 1.48%
$881B
$4.37 Billion 2.47% of portfolio
13,577
Q4 2025 Reduced 6.74%
$1.74T
$3.25 Billion 1.83% of portfolio
10,353
Q4 2025 Reduced 17.42%
$662B
$3.09 Billion 1.74% of portfolio
6,150
Q4 2025 Reduced 0.1%
$3.78T
$2.4 Billion 1.35% of portfolio
4,963
Q4 2025 Reduced 4.23%
$2.39T
$2.16 Billion 1.22% of portfolio
9,342
Q4 2025 Reduced 5.43%
$4.3T
$1.8 Billion 1.02% of portfolio
6,630
Q4 2025 Reduced 3.91%
$167B
$1.65 Billion 0.93% of portfolio
16,506
Q4 2025 Reduced 4.31%
$465B
$1.49 Billion 0.84% of portfolio
7,991
Q4 2025 Reduced 2.07%
$191B
$1.48 Billion 0.83% of portfolio
276
Q4 2025 Reduced 1.43%
$283B
$1.31 Billion 0.74% of portfolio
9,509
Q4 2025 Reduced 3.18%
$89.3B
$1.27 Billion 0.71% of portfolio
10,897
Q4 2025 Reduced 17.71%
$120B
$1.21 Billion 0.68% of portfolio
40,449
Q4 2025 Added 30.18%
$94.5B
$1.16 Billion 0.66% of portfolio
3,450
Q4 2025 Reduced 4.01%
$291B
$1.14 Billion 0.64% of portfolio
1,988
Q4 2025 Added 15.51%
$140B
$1.1 Billion 0.62% of portfolio
4,569
Q4 2025 Added 27.91%
$533B
$1.05 Billion 0.59% of portfolio
2,999
Q4 2025 Reduced 11.35%
$197B
$1.04 Billion 0.59% of portfolio
4,039
Q4 2025 Reduced 20.87%
$113B
$1.02 Billion 0.58% of portfolio
10,945
Q4 2025 Added 14.38%
$118B
$1.01 Billion 0.57% of portfolio
3,731
Q4 2025 Reduced 8.15%
$593B
$1.02 Billion 0.57% of portfolio
5,219
Q4 2025 Added 6.29%
$632M
$982 Million 0.55% of portfolio
37,583
Q3 2025 Reduced 0.53%
$121B
$914 Million 0.52% of portfolio
1,114
Q4 2025 Reduced 8.91%
$128B
$921 Million 0.52% of portfolio
9,588
Q4 2025 Added 1.24%
$54.5B
$867 Million 0.49% of portfolio
4,468
Q4 2025 Added 0.45%
$5.44B
$861 Million 0.49% of portfolio
22,295
Q4 2025 Added 59.32%
$52.5B
$847 Million 0.48% of portfolio
51,386
Q4 2025 Added 6.91%
$14.7B
$819 Million 0.46% of portfolio
10,139
Q4 2025 Added 2.24%
$130B
$779 Million 0.44% of portfolio
16,083
Q4 2025 Added 12.02%
$303B
$752 Million 0.42% of portfolio
4,937
Q4 2025 Reduced 38.46%
$70.2B
$724 Million 0.41% of portfolio
22,598
Q3 2025 Added 2.26%
$279B
$716 Million 0.4% of portfolio
6,425
Q4 2025 Added 17.59%
$144B
$711 Million 0.4% of portfolio
1,527
Q4 2025 Added 41.52%
$193B
$681 Million 0.38% of portfolio
1,203
Q4 2025 Reduced 0.08%
$19.5B
$681 Million 0.38% of portfolio
1,500
Q4 2025 New
$78.2B
$682 Million 0.38% of portfolio
1,946
Q4 2025 Reduced 1.17%
$342B
$661 Million 0.37% of portfolio
3,721
Q4 2025 Reduced 3.1%
-
$616 Million 0.35% of portfolio
-
Q4 2025 Reduced 11.94%
$414B
$586 Million 0.33% of portfolio
2,566
Q4 2025 Reduced 7.6%
$1.65T
$581 Million 0.33% of portfolio
1,855
Q4 2025 Reduced 1.22%
$1.29T
$537 Million 0.3% of portfolio
1,194
Q4 2025 Reduced 4.48%
$1.46T
$509 Million 0.29% of portfolio
1,675
Q4 2025 Reduced 9.46%
$46.1B
$480 Million 0.27% of portfolio
5,513
Q4 2025 Reduced 8.98%
$258B
$458 Million 0.26% of portfolio
2,499
Q4 2025 Reduced 11.73%
$971B
$463 Million 0.26% of portfolio
431
Q4 2025 Reduced 2.05%
$8.02B
$432 Million 0.24% of portfolio
4,050
Q4 2025 Reduced 2.46%
$204B
$386 Million 0.22% of portfolio
2,687
Q4 2025 Reduced 0.63%
$1.37T
$376 Million 0.21% of portfolio
569
Q4 2025 Added 0.53%
$512B
$371 Million 0.21% of portfolio
650
Q4 2025 Reduced 13.56%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $177 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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