Holdings
Meriwether Wealth & Planning, LLC
As of Sep 30, 2026, Meriwether Wealth & Planning, LLC reported 676 positions worth US$79.3M. Largest: Jp Morgan Chase & Co., Alphabet Inc (google) Class C and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | 12,434 | US$4.11M | −105 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 11,365 | US$3.88M | +50 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 6,408 | US$3.19M | +14 | Sep 30, 2026 |
| Amazon.com, Inc. | 11,855 | US$2.95M | −352 | Sep 30, 2026 |
| Microsoft Corp. | 5,735 | US$2.94M | −74 | Sep 30, 2026 |
| Apple Inc | 7,032 | US$2.34M | −73 | Sep 30, 2026 |
| Nvidia Corporation | 8,264 | US$1.89M | −264 | Sep 30, 2026 |
| Applied Materials, Inc. | 3,430 | US$1.75M | +172 | Sep 30, 2026 |
| Caterpillar, Inc. | 1,979 | US$1.6M | −7 | Sep 30, 2026 |
| Charles Schwab Corporation (the) | 15,685 | US$1.53M | −145 | Sep 30, 2026 |