Meriwether Wealth & Planning, LLC
Meriwether Wealth & Planning, LLC reported 122 holdings worth US$202M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Meriwether Wealth & Planning, LLC reported 122 holdings worth US$202M as of Jun 30, 2026. Largest: Exxon Mobil Corporation, Jp Morgan Chase & Co. and Alphabet Inc (google) Class C. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 122
- Value as reported
- US$202M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Exxon Mobil Corporation | 38,833 | US$5.31M | 2.6% |
| Jp Morgan Chase & Co. | 12,539 | US$4.1M | 2.0% |
| Alphabet Inc (google) Class C | 11,315 | US$4.04M | 2.0% |
| Berkshire Hathaway Inc. | 6,394 | US$3.2M | 1.6% |
| Amazon.com, Inc. | 12,207 | US$2.91M | 1.4% |
| Applied Materials, Inc. | 3,258 | US$2.36M | 1.2% |
| Microsoft Corp. | 5,809 | US$2.17M | 1.1% |
| Caterpillar, Inc. | 1,986 | US$2.11M | 1.0% |
| Apple Inc | 7,105 | US$2.06M | 1.0% |
| Nvidia Corporation | 8,528 | US$1.71M | 0.85% |
| Booking Holdings Inc. Common Stock | 9,453 | US$1.68M | 0.84% |
| Charles Schwab Corporation (the) | 15,830 | US$1.46M | 0.72% |
| General Dynamics Corporation | 3,443 | US$1.22M | 0.60% |
| Visa Inc. | 3,412 | US$1.17M | 0.58% |
| Conocophillips | 11,230 | US$1.17M | 0.58% |
| The Bank Of New York Mellon Corporation | 8,020 | US$1.16M | 0.57% |
| Business First Bancshares, Inc. | 37,186 | US$1.14M | 0.57% |
| Becton, Dickinson And Company | 7,069 | US$1.07M | 0.53% |
| Elevance Health, Inc. | 2,679 | US$1.04M | 0.51% |
| Analog Devices, Inc. | 2,601 | US$1.03M | 0.51% |
| Walmart Inc. | 9,057 | US$1.03M | 0.51% |
| Comcast Corporation | 41,304 | US$1.01M | 0.50% |
| Unilever Plc | 16,521 | US$993K | 0.49% |
| Lowe's Companies, Inc. | 4,475 | US$987K | 0.49% |
| Energy Transfer Lp | 51,011 | US$975K | 0.48% |
| Deere & Company | 1,523 | US$966K | 0.48% |
| Novartis Ag | 6,134 | US$961K | 0.48% |
| Kla Corporation | 2,983 | US$900K | 0.45% |
| Micron Technology, Inc. | 757 | US$874K | 0.43% |
| Oracle Corporation | 5,919 | US$867K | 0.43% |
| Chevron Corporation | 5,067 | US$840K | 0.42% |
| Enterprise Products Partners L.p. | 22,741 | US$836K | 0.41% |
| Omnicom Group Inc. | 11,193 | US$815K | 0.40% |
| Canadian Pacific Kansas City Limited | 8,586 | US$744K | 0.37% |
| Advanced Micro Devices Inc | 1,241 | US$721K | 0.36% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,402 | US$670K | 0.33% |
| Mckesson Corporation | 836 | US$632K | 0.31% |
| Tesla, Inc. | 1,464 | US$616K | 0.31% |
| Abbvie Inc. | 2,438 | US$613K | 0.30% |
| Eli Lilly And Company | 425 | US$510K | 0.25% |
| Intercontinental Exchange Inc. | 4,012 | US$494K | 0.24% |
| Intuitive Surgical, Inc. | 1,235 | US$491K | 0.24% |
| Palantir Technologies Inc. | 3,904 | US$455K | 0.23% |
| Rtx Corporation | 2,320 | US$440K | 0.22% |
| Tyler Technologies, Inc. | 1,500 | US$439K | 0.22% |
| Jackson Financial Inc. | 4,050 | US$415K | 0.21% |
| Thermo Fisher Scientific Inc | 825 | US$414K | 0.21% |
| Enbridge Inc. | 7,296 | US$396K | 0.20% |
| Amgen Inc. | 1,026 | US$372K | 0.18% |
| Ferguson Enterprises Inc. | 1,451 | US$344K | 0.17% |
| Pepsico, Inc. | 2,496 | US$338K | 0.17% |
| Meta Platforms, Inc. | 575 | US$324K | 0.16% |
| Fedex Corporation | 996 | US$312K | 0.15% |
| Cisco Systems, Inc. | 2,616 | US$307K | 0.15% |
| Broadcom Inc. | 807 | US$305K | 0.15% |
| Duke Energy Corporation (holding Company) | 2,265 | US$287K | 0.14% |
| Ford Mtr Co Del | 20,405 | US$284K | 0.14% |
| Marvell Technology, Inc. | 902 | US$269K | 0.13% |
| Mastercard Incorporated | 511 | US$262K | 0.13% |
| Woodside Energy Group Ltd | 13,474 | US$260K | 0.13% |
| Southern Company (the) | 2,712 | US$260K | 0.13% |
| Talen Energy Corporation | 665 | US$256K | 0.13% |
| Procter & Gamble Company (the) | 1,720 | US$252K | 0.13% |
| Air Products And Chemicals, Inc. | 842 | US$247K | 0.12% |
| Archrock, Inc. | 6,054 | US$246K | 0.12% |
| Bank Of America Corporation | 4,319 | US$246K | 0.12% |
| Entergy Corporation | 2,124 | US$244K | 0.12% |
| Oklo Inc. | 4,580 | US$240K | 0.12% |
| Coca-cola Company (the) | 2,735 | US$222K | 0.11% |
| Costco Wholesale Corporation | 236 | US$221K | 0.11% |
| Vistra Corp. | 1,374 | US$218K | 0.11% |
| Delta Air Lines, Inc. | 2,260 | US$212K | 0.10% |
| Pfizer, Inc. | 8,780 | US$211K | 0.10% |
| Constellation Energy Corporation | 842 | US$209K | 0.10% |
| Walt Disney Company (the) | 2,170 | US$209K | 0.10% |
| Lloyds Banking Group Plc | 26,246 | US$153K | 0.08% |
| Standard Lithium Ltd. | 51,545 | US$142K | 0.07% |
| Martin Midstream Partners L.p. | 10,557 | US$24,387 | 0.01% |
| Iqvia Holdings, Inc. | 0 | US$0 | 0.00% |
| Lamar Advertising Company | 0 | US$0 | 0.00% |
| Nrg Energy, Inc. | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Sanofi Sa | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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