Meriwether Wealth & Planning, LLC

MINDEN, LA · CIK 2055554 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMinden, LA

$201.7m reported value +10.5% vs Q1 2026

122positions

57.1%in top 10

7 new 53 added 46 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	671,004	$23.4m11.58%	11.58%	Added +15.0k	+14,978 2.3%
2	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	656,757	$22.2m11.02%	11.02%	Added +14.8k	+14,802 2.3%
3	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	402,883	$18.3m9.09%	9.09%	Added +7.3k	+7,295 1.8%
4	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	135,861	$11.6m5.76%	5.76%	Added +38.8k	+38,835 40.0%
5	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	122,334	$8.3m4.12%	4.12%	New
6	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	385,428	$7.6m3.75%	3.75%	Added +4.7k	+4,743 1.2%
7	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	199,923	$7.2m3.58%	3.58%	Reduced -4.7k	-4,706 -2.3%
8	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	345,990	$7.0m3.49%	3.49%	Added +328.3k	+328,292 1855.0%
9	EXXON MOBIL CORP COM XOM	XOM	38,833	$5.3m2.63%	2.63%	Added +37	+37 0.1%
10	JPMORGAN CHASE & CO COM JPM	JPM	12,539	$4.1m2.03%	2.03%	Added +101	+101 0.8%
11	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	155,345	$3.6m1.81%	1.81%	Added +2.8k	+2,785 1.8%
12	ALPHABET INC CAP STK CL C GOOG	GOOG	9,427	$3.3m1.65%	1.65%	Reduced -183	-183 -1.9%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,394	$3.2m1.59%	1.59%	Added +104	+104 1.6%
14	SEI EXCHANGE TRADED FUNDS ENHANCED US LRG SEIM	SEIM	55,153	$3.1m1.54%	1.54%	Added +7.5k	+7,495 15.7%
15	AMAZON COM INC COM AMZN	AMZN	12,207	$2.9m1.44%	1.44%	Added +428	+428 3.6%
16	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	46,140	$2.8m1.38%	1.38%	Added +6.8k	+6,843 17.4%
17	APPLIED MATLS INC COM AMAT	AMAT	3,258	$2.4m1.17%	1.17%	Reduced -372	-372 -10.2%
18	MICROSOFT CORP COM MSFT	MSFT	5,809	$2.2m1.07%	1.07%	Added +174	+174 3.1%
19	CATERPILLAR INC COM CAT	CAT	1,986	$2.1m1.05%	1.05%	Unchanged
20	APPLE INC COM AAPL	AAPL	7,105	$2.1m1.02%	1.02%	Added +343	+343 5.1%
21	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	26,805	$1.9m0.95%	0.95%	Added +3.2k	+3,249 13.8%
22	NVIDIA CORPORATION COM NVDA	NVDA	8,528	$1.7m0.85%	0.85%	Added +155	+155 1.9%
23	BOOKING HOLDINGS INC COM BKNG	BKNG	9,453	$1.7m0.84%	0.84%	Added +603	+603 6.8%
24	SCHWAB CHARLES CORP COM SCHW	SCHW	15,830	$1.5m0.72%	0.72%	Added +184	+184 1.2%
25	GENERAL DYNAMICS CORP COM GD	GD	3,443	$1.2m0.60%	0.60%	Added +28	+28 0.8%
26	VISA INC COM CL A V	V	3,412	$1.2m0.58%	0.58%	Reduced -54	-54 -1.6%
27	CONOCOPHILLIPS COM COP	COP	11,230	$1.2m0.58%	0.58%	Added +61	+61 0.6%
28	BANK NEW YORK MELLON CORP COM BNY	BNY	8,020	$1.2m0.57%	0.57%	Reduced -39	-39 -0.5%
29	BUSINESS FIRST BANCSHARES IN COM BFST	BFST	37,186	$1.1m0.57%	0.57%	Reduced -397	-397 -1.1%
30	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,728	$1.1m0.56%	0.56%	Added +478	+478 38.2%
31	SELECT SECTOR SPDR TR ENERGY XLE	XLE	20,147	$1.1m0.53%	0.53%	Reduced -536	-536 -2.6%
32	BECTON DICKINSON & CO COM BDX	BDX	7,069	$1.1m0.53%	0.53%	Added +386	+386 5.8%
33	ELEVANCE HEALTH INC COM ELV	ELV	2,679	$1.0m0.51%	0.51%	Reduced -183	-183 -6.4%
34	ANALOG DEVICES INC COM ADI	ADI	2,601	$1.0m0.51%	0.51%	Reduced -334	-334 -11.4%
35	WALMART INC COM WMT	WMT	9,057	$1.0m0.51%	0.51%	Added +2.5k	+2,547 39.1%
36	COMCAST CORP NEW CL A CMCSA	CMCSA	41,304	$1.0m0.50%	0.50%	Reduced -1.8k	-1,839 -4.3%
37	UNILEVER PLC SPON ADR NEW UL	UL	16,521	$993.2k0.49%	0.49%	Added +537	+537 3.4%
38	LOWES COS INC COM LOW	LOW	4,475	$986.7k0.49%	0.49%	Reduced -10	-10 -0.2%
39	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	51,011	$975.3k0.48%	0.48%	Added +625	+625 1.2%
40	MEDTRONIC PLC SHS MDT	MDT	12,444	$973.5k0.48%	0.48%	Added +2.6k	+2,617 26.6%
41	DEERE & CO COM DE	DE	1,523	$966.1k0.48%	0.48%	Reduced -3	-3 -0.2%
42	NOVARTIS AG SPONSORED ADR NVS	NVS	6,134	$961.3k0.48%	0.48%	Added +61	+61 1.0%
43	KLA CORP COM NEW KLAC	KLAC	2,983	$900.0k0.45%	0.45%	Added +3	+3 0.1%
44	MICRON TECHNOLOGY INC COM MU	MU	757	$873.8k0.43%	0.43%	Reduced -21	-21 -2.7%
45	ORACLE CORP COM ORCL	ORCL	5,919	$867.4k0.43%	0.43%	Reduced -440	-440 -6.9%
46	CHEVRON CORP NEW COM CVX	CVX	5,067	$839.9k0.42%	0.42%	Reduced -19	-19 -0.4%
47	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	22,741	$836.0k0.41%	0.41%	Unchanged
48	OMNICOM GROUP INC COM OMC	OMC	11,193	$815.2k0.40%	0.40%	Added +73	+73 0.7%
49	SEI EXCHANGE TRADED FUNDS HIGH YIELD BOND LEND	LEND	31,945	$804.1k0.40%	0.40%	New
50	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,750	$797.9k0.40%	0.40%	Unchanged
51	CANADIAN PACIFIC KANSAS CITY COM CP	CP	8,586	$744.0k0.37%	0.37%	Unchanged
52	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,241	$720.9k0.36%	0.36%	Reduced -54	-54 -4.2%
53	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,995	$713.0k0.35%	0.35%	Reduced -51	-51 -2.5%
54	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,402	$669.6k0.33%	0.33%	Reduced -26	-26 -1.8%
55	INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 BSJR	BSJR	29,385	$656.6k0.33%	0.33%	Unchanged
56	MCKESSON CORP COM MCK	MCK	836	$631.7k0.31%	0.31%	Added +2	+2 0.2%
57	TESLA INC COM TSLA	TSLA	1,464	$615.8k0.31%	0.31%	Added +85	+85 6.2%
58	ABBVIE INC COM ABBV	ABBV	2,438	$613.5k0.30%	0.30%	Reduced -29	-29 -1.2%
59	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	19,041	$603.8k0.30%	0.30%	Added +131	+131 0.7%
60	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	25,239	$579.4k0.29%	0.29%	Unchanged
61	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	6,747	$557.6k0.28%	0.28%	Added +386	+386 6.1%
62	ELI LILLY & CO COM LLY	LLY	425	$509.8k0.25%	0.25%	Reduced -8	-8 -1.9%
63	AON PLC SHS CL A AON	AON	1,501	$497.9k0.25%	0.25%	Reduced -131	-131 -8.0%
64	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	4,012	$493.9k0.24%	0.24%	New
65	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,235	$491.1k0.24%	0.24%	Reduced -2	-2 -0.2%
66	INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP BSJS	BSJS	22,260	$484.0k0.24%	0.24%	Unchanged
67	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,904	$455.5k0.23%	0.23%	Added +190	+190 5.1%
68	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	3,606	$448.7k0.22%	0.22%	Added +1.6k	+1,620 81.6%
69	STRATEGY SHS EVENTIDE US MRKT ESUM	ESUM	14,579	$446.6k0.22%	0.22%	Reduced -164	-164 -1.1%
70	RTX CORPORATION COM RTX	RTX	2,320	$440.2k0.22%	0.22%	Reduced -17	-17 -0.7%
71	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	9,221	$439.9k0.22%	0.22%	Added +53	+53 0.6%
72	TYLER TECHNOLOGIES INC COM TYL	TYL	1,500	$438.7k0.22%	0.22%	Unchanged
73	JACKSON FINANCIAL INC COM CL A JXN	JXN	4,050	$414.7k0.21%	0.21%	Unchanged
74	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	825	$413.6k0.21%	0.21%	Reduced -5	-5 -0.6%
75	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	11,012	$406.0k0.20%	0.20%	Added +2.1k	+2,140 24.1%
76	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	20,566	$401.6k0.20%	0.20%	Reduced -332.3k	-332,315 -94.2%
77	ENBRIDGE INC COM ENB	ENB	7,296	$395.5k0.20%	0.20%	Reduced -70	-70 -0.9%
78	SEI EXCHANGE TRADED FUNDS ENHANCED US LRG SEIV	SEIV	8,167	$392.0k0.19%	0.19%	Unchanged
79	AMRIZE LTD SHS AMRZ	AMRZ	7,306	$389.4k0.19%	0.19%	Reduced -736	-736 -9.2%
80	AMGEN INC COM AMGN	AMGN	1,026	$371.5k0.18%	0.18%	Reduced -11	-11 -1.1%
81	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,507	$371.0k0.18%	0.18%	Added +7	+7 0.5%
82	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,277	$368.4k0.18%	0.18%	Added +89	+89 2.1%
83	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	19,268	$357.9k0.18%	0.18%	Reduced -70	-70 -0.4%
84	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	1,451	$344.4k0.17%	0.17%	Added +6	+6 0.4%
85	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	20,411	$339.7k0.17%	0.17%	Reduced -68	-68 -0.3%
86	PEPSICO INC COM PEP	PEP	2,496	$338.0k0.17%	0.17%	Reduced -281	-281 -10.1%
87	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	4,131	$326.5k0.16%	0.16%	Unchanged
88	META PLATFORMS INC CL A META	META	575	$323.9k0.16%	0.16%	Added +4	+4 0.7%
89	FEDEX CORP COM FDX	FDX	996	$311.9k0.15%	0.15%	Reduced -2	-2 -0.2%
90	CISCO SYS INC COM CSCO	CSCO	2,616	$307.3k0.15%	0.15%	Reduced -42	-42 -1.6%
91	BROADCOM INC COM AVGO	AVGO	807	$304.8k0.15%	0.15%	Reduced -26	-26 -3.1%
92	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,514	$299.2k0.15%	0.15%	Added +109	+109 7.8%
93	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,265	$286.7k0.14%	0.14%	Reduced -439	-439 -16.2%
94	FORD MTR CO COM F	F	20,405	$283.6k0.14%	0.14%	Added +2.1k	+2,067 11.3%
95	SPDR GOLD TR GOLD SHS GLD	GLD	738	$271.9k0.13%	0.13%	Unchanged
96	MARVELL TECHNOLOGY INC COM MRVL	MRVL	902	$268.7k0.13%	0.13%	New
97	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 HG BSJT	BSJT	12,675	$267.8k0.13%	0.13%	Unchanged
98	SEI EXCHANGE TRADED FUNDS ENHANCED LOW VOL SELV	SELV	8,100	$264.7k0.13%	0.13%	Unchanged
99	MASTERCARD INCORPORATED CL A MA	MA	511	$262.4k0.13%	0.13%	Reduced -55	-55 -9.7%
100	WOODSIDE ENERGY GROUP LTD SPONSORED ADR WDS	WDS	13,474	$260.3k0.13%	0.13%	Added +1.1k	+1,103 8.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SEI EXCHANGE TRADED FUNDS SEIQ	SEIQ	128,484	$4.7m128.5k shares
SANOFI SNY	SNY	17,376	$837.2k17.4k shares
STARBUCKS CORP SBUX	SBUX	3,122	$279.7k3.1k shares
VANGUARD WHITEHALL FDS VYM	VYM	1,766	$261.5k1.8k shares
VANGUARD BD INDEX FDS BND	BND	3,400	$250.4k3.4k shares
ALIBABA GROUP HLDG LTD BABA	BABA	1,993	$250.0k2.0k shares
LAMAR ADVERTISING CO NEW LAMR	LAMR	1,893	$239.8k1.9k shares
NEXTERA ENERGY INC NEE	NEE	2,459	$228.4k2.5k shares
IQVIA HLDGS INC IQV	IQV	1,239	$211.3k1.2k shares
SALESFORCE INC CRM	CRM	1,106	$206.5k1.1k shares
NRG ENERGY INC NRG	NRG	1,408	$205.8k1.4k shares