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Meriwether Wealth & Planning, LLC
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $221,555,969
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $24,779,125
- SCHWAB STRATEGIC TR · US LCAP VA ETF · 808524409 · shares: $23,304,309
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $12,388,697
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $11,376,902
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $9,039,884
- VANECK ETF TRUST · IG FLOA RATE ETF · 92189F486 · shares: $8,231,970
- INVESCO EXCH TRD SLF IDX FD · BULSHS 2027 CB · 46138J783 · shares: $7,831,233
- INVESCO EXCH TRD SLF IDX FD · INVSCO BLSH 28 · 46138J643 · shares: $7,148,160
- SCHWAB STRATEGIC TR · US SML CAP ETF · 808524607 · shares: $6,891,391
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $4,113,540
Reported holdings
872 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DOMINOS PIZZA INC | COM | 25754A201 | — | 272 shares | $81,494 |
| ISHARES TR | MBS ETF | 464288588 | — | 905 shares | $81,106 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 1,148 shares | $80,360 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 1,835 shares | $80,098 |
| PAN AMERN SILVER CORP | COM | 697900108 | — | 1,730 shares | $78,732 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 1,258 shares | $78,499 |
| CITIGROUP INC | COM NEW | 172967424 | — | 601 shares | $77,817 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 501 shares | $77,755 |
| ALBEMARLE CORP | COM | 012653101 | — | 730 shares | $77,219 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 551 shares | $75,487 |
| GENERAL MILLS INC | COM | 370334104 | — | 2,347 shares | $75,480 |
| INTEL CORP | COM | 458140100 | — | 626 shares | $75,264 |
| PROGRESSIVE CORP | COM | 743315103 | — | 362 shares | $75,046 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 758 shares | $74,913 |
| CHUBB LIMITED | COM | H1467J104 | — | 230 shares | $74,808 |
| FORMFACTOR INC | COM | 346375108 | — | 500 shares | $74,655 |
| GE VERNOVA INC | COM | 36828A101 | — | 78 shares | $74,138 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 153 shares | $73,411 |
| AGNC INVT CORP | COM | 00123Q104 | — | 8,000 shares | $72,560 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 935 shares | $72,388 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 245 shares | $71,565 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 1,106 shares | $70,961 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 246 shares | $69,985 |
| MERCK & CO INC | COM | 58933Y105 | — | 479 shares | $69,603 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | — | 1,305 shares | $67,690 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 91 shares | $67,319 |
| CVS HEALTH CORP | COM | 126650100 | — | 784 shares | $67,181 |
| LINDE PLC | SHS | G54950103 | — | 140 shares | $66,451 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 440 shares | $66,378 |
| SHELL PLC | SPON ADS | 780259305 | — | 695 shares | $66,060 |
| EQUINIX INC | COM | 29444U700 | — | 63 shares | $63,730 |
| MAGNA INTL INC | COM | 559222401 | — | 1,000 shares | $63,670 |
| HALLIBURTON CO | COM | 406216101 | — | 1,985 shares | $63,123 |
| STRYKER CORPORATION | COM | 863667101 | — | 228 shares | $62,789 |
| IRHYTHM HOLDINGS INC | COM | 450056106 | — | 550 shares | $62,513 |
| DATADOG INC | CL A COM | 23804L103 | — | 227 shares | $62,164 |
| HUMANA INC | COM | 444859102 | — | 162 shares | $61,814 |
| ECOLAB INC | COM | 278865100 | — | 225 shares | $61,781 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 | — | 1,436 shares | $61,159 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 1,840 shares | $61,033 |
| ADOBE INC | COM | 00724F101 | — | 252 shares | $60,465 |
| NGL ENERGY PARTNERS LP | COM UNIT REPST | 62913M107 | — | 4,088 shares | $60,257 |
| NUSHARES ETF TR | NUV HIG INC ETF | 67092P722 | — | 2,607 shares | $60,117 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 274 shares | $59,206 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 115 shares | $58,564 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 205 shares | $58,517 |
| MYR GROUP INC | COM | 55405W104 | — | 200 shares | $58,492 |
| COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | — | 2,675 shares | $58,369 |
| SERVICENOW INC | COM | 81762P102 | — | 431 shares | $57,758 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 109 shares | $56,986 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 310 shares | $56,981 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 200 shares | $56,964 |
| STRATEGY SHS | EVEN LA GROW ETF | 86280R118 | — | 2,000 shares | $56,759 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 1,010 shares | $55,873 |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | 72651A207 | — | 2,154 shares | $55,789 |
| PHILLIPS 66 | COM | 718546104 | — | 218 shares | $55,658 |
| STRATEGY SHS | EVEN LA VALU ETF | 86280R126 | — | 2,000 shares | $55,463 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 217 shares | $55,122 |
| VISTRA CORP | COM | 92840M102 | — | 388 shares | $53,680 |
| FIRST GTY BANCSHARES INC | COM | 32043P106 | — | 6,628 shares | $53,621 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | — | 487 shares | $53,268 |
| SAMSARA INC | COM CL A | 79589L106 | — | 1,350 shares | $51,476 |
| AT&T INC | COM | 00206R102 | — | 2,096 shares | $51,142 |
| BHP BILLITON LIMITED | SPONSORED ADS | 088606108 | — | 589 shares | $49,971 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | — | 191 shares | $48,812 |
| EXELON CORP | COM | 30161N101 | — | 1,204 shares | $48,642 |
| INSPIRE MED SYS INC | COM | 457730109 | — | 695 shares | $48,205 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 246 shares | $46,942 |
| KRAFT HEINZ CO | COM | 500754106 | — | 2,050 shares | $46,576 |
| T-MOBILE US INC | COM | 872590104 | — | 281 shares | $45,825 |
| REPLIGEN CORP | COM | 759916109 | — | 238 shares | $45,751 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 527 shares | $45,491 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 114 shares | $45,293 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 519 shares | $44,328 |
| TOAST INC | CL A | 888787108 | — | 1,450 shares | $42,036 |
| AUTODESK INC | COM | 052769106 | — | 197 shares | $41,173 |
| ISHARES INC | MSCI EURZONE ETF | 464286608 | — | 589 shares | $39,657 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 450 shares | $39,510 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 192 shares | $39,153 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 567 shares | $38,845 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 168 shares | $38,322 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 2,000 shares | $38,100 |
| STRATEGY SHS | EVENTIDE INTL | 86280R761 | — | 1,324 shares | $37,946 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 1,252 shares | $37,748 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 171 shares | $37,608 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | — | 471 shares | $37,388 |
| CSX CORP | COM | 126408103 | — | 800 shares | $37,208 |
| LEAR CORP | COM NEW | 521865204 | — | 315 shares | $37,179 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 987 shares | $36,322 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 81 shares | $36,124 |
| STRATEGY SHS | EVEN HIGH DI ETF | 86280R811 | — | 1,175 shares | $35,614 |
| 3M CO | COM | 88579Y101 | — | 216 shares | $35,456 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 46 shares | $35,229 |
| NEWMONT CORP | COM | 651639106 | — | 303 shares | $34,948 |
| VIKING THERAPEUTICS INC | COM | 92686J106 | — | 1,072 shares | $34,947 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 233 shares | $34,729 |
| ELEVATION SERIES TRUST | TRUESHS TECH AI | 210322756 | — | 500 shares | $34,612 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 355 shares | $34,598 |
| ATRICURE INC | COM | 04963C209 | — | 610 shares | $34,282 |
| IRON MTN INC DEL | COM | 46284V101 | — | 305 shares | $33,840 |