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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) |
|---|---|---|---|---|---|
| TELADOC HEALTH INC | COM | 87918A105 | — | 61 shares | $354 |
| TIMKEN CO | COM | 887389104 | — | 3 shares | $350 |
| DUCOMMUN INC DEL | COM | 264147109 | — | 2 shares | $343 |
| HARLEY DAVIDSON INC | COM | 412822108 | — | 14 shares | $342 |
| EXPONENT INC | COM | 30214U102 | — | 5 shares | $327 |
| LAZARD INC | COM | 52110M109 | — | 9 shares | $326 |
| CAVA GROUP INC | COM | 148929102 | — | 6 shares | $325 |
| PILGRIMS PRIDE CORP | COM | 72147K108 | — | 12 shares | $324 |
| SBA COMMUNICATIONS CORP | CL A | 78410G104 | — | 2 shares | $320 |
| AURA MINERALS INC | SHS NEW | G06973112 | — | 4 shares | $315 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 1 shares | $309 |
| UFP INDUSTRIES INC | COM | 90278Q108 | — | 4 shares | $309 |
| FLEX LNG LTD | SHS | G35947202 | — | 10 shares | $308 |
| GEN DIGITAL INC | COM | 668771108 | — | 14 shares | $308 |
| LIFEZONE METALS LIMITED | ORD SHS | G5568L109 | — | 82 shares | $308 |
| REVVITY INC | COM | 714046109 | — | 2 shares | $306 |
| WATSCO INC | COM | 942622200 | — | 1 shares | $303 |
| APTIV PLC | COM SHS | G3265R107 | — | 7 shares | $301 |
| TRUMP MEDIA & TECHNOLOGY GRO | COM | 25400Q105 | — | 33 shares | $299 |
| BROOKFIELD INFRASTRUCTURE CO | COM SUB VTG A | 11276H106 | — | 8 shares | $285 |
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 | — | 21 shares | $281 |
| BORR DRILLING LTD | SHS | G1466R173 | — | 72 shares | $280 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 | — | 6 shares | $278 |
| FRACTYL HEALTH INC | COM | 35168W103 | — | 500 shares | $272 |
| NCR ATLEOS CORPORATION | COM SHS | 63001N106 | — | 6 shares | $271 |
| CRITICAL METALS CORP | PUBCO ORD SHS | G2662B103 | — | 37 shares | $269 |
| CROWN CASTLE INC | COM | 22822V101 | — | 4 shares | $267 |
| XEROX HOLDINGS CORP | COM NEW | 98421M106 | — | 84 shares | $266 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 1 shares | $265 |
| QIAGEN NV | ORD SHARES | N72482156 | — | 6 shares | $263 |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | G11448100 | — | 25 shares | $262 |
| EVERPURE INC | CL A | 74624M102 | — | 2 shares | $262 |
| MEDIWOUND LTD | SHS NEW | M68830112 | — | 19 shares | $262 |
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 | — | 8 shares | $259 |
| TITAN AMER SA | COMMON SHARES | B9151N105 | — | 19 shares | $259 |
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | — | 10 shares | $258 |
| DOLE PLC | ORD SHS | G27907107 | — | 20 shares | $254 |
| ALMONTY INDS INC | COM NEW | 020398707 | — | 19 shares | $250 |
| ON HLDG AG | NAMEN AKT A | H5919C104 | — | 8 shares | $237 |
| ARDAGH METAL PACKAGING S A | SHS | L02235106 | — | 54 shares | $234 |
| NABORS INDUSTRIES LTD | SHS | G6359F137 | — | 3 shares | $234 |
| COLUMBIA SPORTSWEAR CO | COM | 198516106 | — | 4 shares | $230 |
| AGNT INC | COM | 30212W100 | — | 62 shares | $228 |
| MASTEC INC | COM | 576323109 | — | 1 shares | $214 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | — | 5 shares | $213 |
| PENTAIR PLC | SHS | G7S00T104 | — | 4 shares | $212 |
| OKTA INC | CL A | 679295105 | — | 1 shares | $209 |
| FIVERR INTL LTD | ORD SHS | M4R82T106 | — | 24 shares | $207 |
| WERNER ENTERPRISES INC | COM | 950755108 | — | 6 shares | $204 |
| FULLER H B CO | COM | 359694106 | — | 4 shares | $198 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 3 shares | $196 |
| FIDELITY NATL FINL INC | COM SHS | 31620R303 | — | 5 shares | $193 |
| ORCHID IS CAP INC | COM NEW | 68571X301 | — | 35 shares | $190 |
| MOBILITY GLOBAL INC | COM SHS | 60744M106 | — | 11 shares | $189 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 3 shares | $186 |
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | — | 1 shares | $180 |
| LIFEMD INC | COM | 53216B104 | — | 60 shares | $174 |
| CARMAX INC | COM | 143130102 | — | 3 shares | $165 |
| EVERTEC INC | COM | 30040P103 | — | 6 shares | $162 |
| CARLYLE GROUP INC | COM | 14316J108 | — | 4 shares | $159 |
| DENTSPLY SIRONA INC | COM | 24906P109 | — | 18 shares | $159 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 5 shares | $156 |
| REGAL REXNORD CORPORATION | COM | 758750103 | — | 1 shares | $155 |
| UNITED CMNTY BKS BLAIRSVLE G | COM | 90984P303 | — | 4 shares | $133 |
| VERICEL CORP | COM | 92346J108 | — | 2 shares | $80 |
| SPDR SERIES TRUST | ST STR RATE ETF | 78468R200 | — | 2 shares | $62 |
| COPART INC | COM | 217204106 | — | 2 shares | $55 |
| UNDER ARMOUR INC | CL A | 904311107 | — | 10 shares | $45 |
| FIGMA INC | CLASS A COM STK | 316841105 | — | 2 shares | $42 |
| GOPRO INC | CL A | 38268T103 | — | 15 shares | $19 |
| BLINK CHARGING CO | COM | 09354A100 | — | 7 shares | $4 |
| PROFRAC HLDG CORP | CLASS A COM | 74319N100 | — | 1 shares | $4 |