Meriwether Wealth & Planning, LLC

Meriwether Wealth & Planning, LLC reported 872 holdings worth US$222M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Meriwether Wealth & Planning, LLC reported 872 holdings worth US$222M as of Sep 30, 2026. Largest: Jp Morgan Chase & Co., Alphabet Inc (google) Class C and Berkshire Hathaway Inc. Filed Oct 13, 2026 (Form 13F).

Holdings
872
Value as reported
US$222M

The filing in full

CompanySharesValue as reported% of portfolio
Jp Morgan Chase & Co.12,434US$4.11M1.9%
Alphabet Inc (google) Class C11,365US$3.88M1.8%
Berkshire Hathaway Inc.6,408US$3.19M1.4%
Amazon.com, Inc.11,855US$2.95M1.3%
Microsoft Corp.5,735US$2.94M1.3%
Apple Inc7,032US$2.34M1.1%
Nvidia Corporation8,264US$1.89M0.85%
Applied Materials, Inc.3,430US$1.75M0.79%
Caterpillar, Inc.1,979US$1.6M0.72%
Charles Schwab Corporation (the)15,685US$1.53M0.69%
Booking Holdings Inc. Common Stock9,384US$1.53M0.69%
Conocophillips11,103US$1.39M0.63%
Becton, Dickinson And Company7,045US$1.26M0.57%
Walmart Inc.11,747US$1.22M0.55%
Visa Inc.3,323US$1.19M0.54%
Business First Bancshares, Inc.37,186US$1.12M0.51%
Energy Transfer Lp55,791US$1.1M0.50%
General Dynamics Corporation3,138US$1.04M0.47%
Elevance Health, Inc.2,654US$1.03M0.47%
Analog Devices, Inc.2,588US$1.03M0.46%
Deere & Company1,521US$1.02M0.46%
Unilever Plc16,468US$1M0.45%
The Bank Of New York Mellon Corporation6,736US$974K0.44%
Chevron Corporation4,753US$971K0.44%
Comcast Corporation42,253US$919K0.41%
Enterprise Products Partners L.p.24,541US$874K0.39%
Lowe's Companies, Inc.4,488US$827K0.37%
Omnicom Group Inc.11,233US$827K0.37%
Intercontinental Exchange Inc.5,398US$821K0.37%
Micron Technology, Inc.754US$803K0.36%
Oracle Corporation5,801US$796K0.36%
Advanced Micro Devices Inc1,219US$746K0.34%
Canadian Pacific Kansas City Limited8,586US$731K0.33%
Novartis Ag5,017US$715K0.32%
Mckesson Corporation828US$707K0.32%
Palantir Technologies Inc.3,758US$703K0.32%
Abbvie Inc.2,493US$652K0.29%
Taiwan Semiconductor Manufacturing Co., Ltd.1,364US$622K0.28%
Kla Corporation2,910US$567K0.26%
Thermo Fisher Scientific Inc815US$550K0.25%
Jackson Financial Inc.4,050US$524K0.24%
Tesla, Inc.1,407US$499K0.23%
Ferguson Enterprises Inc.2,235US$498K0.22%
Eli Lilly And Company426US$493K0.22%
Tyler Technologies, Inc.1,500US$478K0.22%
Intuitive Surgical, Inc.1,126US$458K0.21%
Pepsico, Inc.3,577US$453K0.20%
Amgen Inc.1,066US$449K0.20%
Meta Platforms, Inc.519US$376K0.17%
Netflix, Inc.5,328US$371K0.17%
Enbridge Inc.7,734US$360K0.16%
Broadcom Inc.953US$335K0.15%
Cisco Systems, Inc.2,664US$287K0.13%
Fedex Corporation988US$282K0.13%
Air Products And Chemicals, Inc.935US$260K0.12%
Mastercard Incorporated469US$259K0.12%
Procter & Gamble Company (the)1,771US$257K0.12%
Ford Mtr Co Del20,991US$253K0.11%
Crowdstrike Holdings, Inc.945US$250K0.11%
Duke Energy Corporation (holding Company)2,141US$244K0.11%
Cloudflare, Inc.699US$243K0.11%
Woodside Energy Group Ltd10,874US$241K0.11%
Marvell Technology, Inc.900US$238K0.11%
Southern Company (the)2,727US$226K0.10%
Walt Disney Company (the)2,034US$213K0.10%
Bank Of America Corporation3,918US$213K0.10%
Costco Wholesale Corporation226US$206K0.09%
Johnson & Johnson762US$202K0.09%
Origin Bancorp, Inc.3,800US$199K0.09%
Pfizer, Inc.6,946US$198K0.09%
Entergy Corporation1,969US$195K0.09%
Delta Air Lines, Inc.2,260US$189K0.09%
Verizon Communications Inc.4,022US$184K0.08%
Archrock, Inc.6,054US$183K0.08%
Nextera Energy, Inc.2,340US$177K0.08%
United Parcel Service, Inc.1,889US$177K0.08%
Qualcomm Incorporated954US$176K0.08%
Genuine Parts Company1,396US$176K0.08%
Emerson Electric Company1,110US$172K0.08%
Healthpeak Properties, Inc.8,456US$169K0.08%
Texas Instruments Incorporated601US$168K0.08%
Salesforce, Inc.729US$167K0.08%
Rtx Corporation878US$163K0.07%
Marriott International451US$160K0.07%
Gsk Plc3,307US$159K0.07%
Regions Financial Corporation5,922US$159K0.07%
American Electric Power Company, Inc.1,242US$147K0.07%
Nike, Inc.4,159US$147K0.07%
Home Depot, Inc. (the)514US$146K0.07%
Mcdonald's Corporation621US$143K0.06%
Lamar Advertising Company995US$143K0.06%
Union Pacific Corporation521US$142K0.06%
Oklo Inc.3,810US$141K0.06%
Dell Technologies Inc.261US$140K0.06%
Lloyds Banking Group Plc24,801US$140K0.06%
Tjx Companies, Inc. (the)1,047US$139K0.06%
Coca-cola Company (the)1,597US$137K0.06%
Iqvia Holdings, Inc.483US$130K0.06%
Home Federal Bancorp, Inc. Of Louisiana5,197US$129K0.06%
Cencora, Inc.427US$128K0.06%

Every holding of Meriwether Wealth & Planning, LLC

Source

View original at SEC

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