Meriwether Wealth & Planning, LLC
Net buyer this quarter
$202M
86
+$184K
14.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 XOM | $5.31M | 2.63% | 0.00% | +0.1% | Q4 2024 |
 JPM | $4.1M | 2.03% | 0.00% | +0.8% | Q4 2024 |
 GOOG | $3.33M | 1.65% | Not reported | -1.9% | Q4 2024 |
 BRK.B | $3.2M | 1.59% | Not reported | +1.7% | Q4 2024 |
 AMZN | $2.91M | 1.44% | 0.00% | +3.6% | Q4 2024 |
 AMAT | $2.36M | 1.17% | 0.00% | -10.3% | Q1 2025 |
 MSFT | $2.17M | 1.07% | 0.00% | +3.1% | Q4 2024 |
 CAT | $2.11M | 1.05% | 0.00% | Not reported | Q4 2024 |
 AAPL | $2.06M | 1.02% | 0.00% | +5.1% | Q4 2024 |
 NVDA | $1.71M | 0.85% | 0.00% | +1.9% | Q4 2024 |
 BKNG | $1.68M | 0.84% | 0.00% | +6.8% | Q4 2024 |
 SCHW | $1.46M | 0.72% | 0.00% | +1.2% | Q4 2024 |
 GD | $1.22M | 0.60% | 0.00% | +0.8% | Q4 2024 |
 V | $1.17M | 0.58% | 0.00% | -1.6% | Q4 2024 |
 COP | $1.17M | 0.58% | 0.00% | +0.6% | Q4 2024 |
 BNY | $1.16M | 0.57% | 0.00% | -0.5% | Q4 2024 |
 BFST | $1.14M | 0.57% | 0.13% | -1.1% | Q4 2024 |
 SMH | $1.13M | 0.56% | Not reported | +38.2% | Q2 2025 |
 BDX | $1.07M | 0.53% | 0.00% | +5.8% | Q4 2024 |
 ELV | $1.04M | 0.51% | 0.00% | -6.4% | Q4 2024 |
 ADI | $1.03M | 0.51% | 0.00% | -11.4% | Q4 2024 |
 WMT | $1.03M | 0.51% | 0.00% | +39.1% | Q4 2024 |
 CMCSA | $1.01M | 0.50% | 0.00% | -4.3% | Q4 2024 |
 UL | $993K | 0.49% | 0.00% | +3.4% | Q4 2024 |
 LOW | $987K | 0.49% | 0.00% | -0.2% | Q4 2024 |
 ET | $975K | 0.48% | 0.00% | +1.2% | Q4 2024 |
 MDT | $973K | 0.48% | 0.00% | +26.6% | Q4 2024 |
 DE | $966K | 0.48% | 0.00% | -0.2% | Q4 2024 |
 NVS | $961K | 0.48% | 0.00% | +1.0% | Q4 2024 |
 KLAC | $900K | 0.45% | 0.00% | +0.1% | Q4 2024 |
 MU | $874K | 0.43% | 0.00% | -2.7% | Q1 2026 |
 ORCL | $867K | 0.43% | 0.00% | -6.9% | Q4 2024 |
 CVX | $840K | 0.42% | 0.00% | -0.4% | Q4 2024 |
 EPD | $836K | 0.41% | 0.00% | Not reported | Q4 2024 |
 OMC | $815K | 0.40% | 0.00% | +0.7% | Q4 2024 |
 LEND | $804K | 0.40% | Not reported | New | Q2 2026 |
 CP | $744K | 0.37% | 0.00% | Not reported | Q4 2024 |
 AMD | $721K | 0.36% | 0.00% | -4.2% | Q4 2025 |
| GOOGL | $713K | 0.35% | 0.00% | -2.5% | Q4 2024 |
 TSM | $670K | 0.33% | 0.00% | -1.8% | Q4 2024 |
 MCK | $632K | 0.31% | 0.00% | +0.2% | Q4 2024 |
 TSLA | $616K | 0.31% | 0.00% | +6.2% | Q4 2024 |
 ABBV | $613K | 0.30% | 0.00% | -1.2% | Q4 2024 |
 LLY | $510K | 0.25% | 0.00% | -1.9% | Q4 2024 |
 AON | $498K | 0.25% | 0.00% | -8.0% | Q1 2026 |
 ICE | $494K | 0.24% | 0.00% | New | Q2 2026 |
 ISRG | $491K | 0.24% | 0.00% | -0.2% | Q4 2024 |
 PLTR | $455K | 0.23% | 0.00% | +5.1% | Q4 2024 |
 ACN | $449K | 0.22% | 0.00% | +81.6% | Q1 2026 |
 RTX | $440K | 0.22% | 0.00% | -0.7% | Q4 2024 |
| Q1 2026 | |||||
| XOM | $6.58M | 3.61% | 0.00% | -2.8% | Q4 2024 |
| JPM | $3.66M | 2.00% | 0.00% | -8.4% | Q4 2024 |
| BRK.B | $3.01M | 1.65% | Not reported | +2.3% | Q4 2024 |
| GOOG | $2.76M | 1.51% | Not reported | -7.2% | Q4 2024 |
| AMZN | $2.45M | 1.34% | 0.00% | +26.1% | Q4 2024 |
| MSFT | $2.09M | 1.14% | 0.00% | +13.5% | Q4 2024 |
| AAPL | $1.72M | 0.94% | 0.00% | +2.0% | Q4 2024 |
| BKNG | $1.49M | 0.82% | 0.00% | +28.3% | Q4 2024 |
| COP | $1.47M | 0.81% | 0.00% | +2.1% | Q4 2024 |
| SCHW | $1.47M | 0.81% | 0.00% | -5.2% | Q4 2024 |
| NVDA | $1.46M | 0.80% | 0.00% | +4.8% | Q4 2024 |
| CAT | $1.41M | 0.77% | 0.00% | -0.1% | Q4 2024 |
| AMAT | $1.24M | 0.68% | 0.00% | -10.1% | Q1 2025 |
| CMCSA | $1.24M | 0.68% | 0.00% | +6.7% | Q4 2024 |
| GD | $1.17M | 0.64% | 0.00% | -1.0% | Q4 2024 |
| LOW | $1.06M | 0.58% | 0.00% | -1.8% | Q4 2024 |
| CVX | $1.05M | 0.58% | 0.00% | +3.0% | Q4 2024 |
| BDX | $1.05M | 0.58% | 0.00% | +49.6% | Q4 2024 |
| V | $1.05M | 0.57% | 0.00% | +15.6% | Q4 2024 |
| BFST | $1.02M | 0.56% | 0.13% | Not reported | Q4 2024 |
| ET | $972K | 0.53% | 0.00% | -2.0% | Q4 2024 |
| BNY | $956K | 0.52% | 0.00% | -26.0% | Q4 2024 |
| ORCL | $935K | 0.51% | 0.00% | +21.8% | Q4 2024 |
| ADI | $934K | 0.51% | 0.00% | -21.3% | Q4 2024 |
| NVS | $928K | 0.51% | 0.00% | -36.1% | Q4 2024 |
| UL | $911K | 0.50% | 0.00% | +0.6% | Q4 2024 |
| EPD | $861K | 0.47% | 0.00% | +0.6% | Q4 2024 |
| DE | $860K | 0.47% | 0.00% | -0.1% | Q4 2024 |
| MDT | $852K | 0.47% | 0.00% | +2.5% | Q4 2024 |
| ELV | $838K | 0.46% | 0.00% | +47.1% | Q4 2024 |
| OMC | $837K | 0.46% | 0.00% | +9.7% | Q4 2024 |
 SNY | $837K | 0.46% | 0.00% | +8.0% | Q4 2024 |
| WMT | $809K | 0.44% | 0.00% | +1.3% | Q4 2024 |
| MCK | $722K | 0.40% | 0.00% | -25.1% | Q4 2024 |
| CP | $675K | 0.37% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $588K | 0.32% | 0.00% | +10.3% | Q4 2024 |
| ISRG | $570K | 0.31% | 0.00% | +2.8% | Q4 2024 |
| PLTR | $543K | 0.30% | 0.00% | -0.2% | Q4 2024 |
| ABBV | $537K | 0.29% | 0.00% | -3.9% | Q4 2024 |
| AON | $527K | 0.29% | 0.00% | New | Q1 2026 |
 TYL | $514K | 0.28% | 0.00% | Not reported | Q4 2025 |
| TSLA | $513K | 0.28% | 0.00% | +15.5% | Q4 2024 |
| TSM | $483K | 0.26% | 0.00% | -14.8% | Q4 2024 |
| SMH | $479K | 0.26% | Not reported | +0.6% | Q2 2025 |
| RTX | $451K | 0.25% | 0.00% | -6.5% | Q4 2024 |
 AMRZ | $451K | 0.25% | 0.00% | New | Q1 2026 |
| KLAC | $439K | 0.24% | 0.00% | Not reported | Q4 2024 |
 PEP | $431K | 0.24% | 0.00% | +3.4% | Q4 2024 |
 JXN | $428K | 0.23% | 0.01% | Not reported | Q4 2024 |
 TMO | $408K | 0.22% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| XOM | $4.8M | 2.71% | 0.00% | -1.5% | Q4 2024 |
| JPM | $4.37M | 2.47% | 0.00% | -6.7% | Q4 2024 |
| GOOG | $3.25M | 1.83% | Not reported | -17.4% | Q4 2024 |
| BRK.B | $3.09M | 1.74% | Not reported | -0.1% | Q4 2024 |
| MSFT | $2.4M | 1.35% | 0.00% | -4.2% | Q4 2024 |
| AMZN | $2.16M | 1.22% | 0.00% | -5.4% | Q4 2024 |
| AAPL | $1.8M | 1.02% | 0.00% | -3.9% | Q4 2024 |
| SCHW | $1.65M | 0.93% | 0.00% | -4.3% | Q4 2024 |
| NVDA | $1.49M | 0.84% | 0.00% | -2.1% | Q4 2024 |
| BKNG | $1.48M | 0.83% | 0.00% | -1.4% | Q4 2024 |
| NVS | $1.31M | 0.74% | 0.00% | -3.2% | Q4 2024 |
| BNY | $1.27M | 0.71% | 0.00% | -17.7% | Q4 2024 |
| CMCSA | $1.21M | 0.68% | 0.00% | +30.2% | Q4 2024 |
| GD | $1.16M | 0.66% | 0.00% | -4.0% | Q4 2024 |
| CAT | $1.14M | 0.64% | 0.00% | +15.5% | Q4 2024 |
| LOW | $1.1M | 0.62% | 0.00% | +27.9% | Q4 2024 |
 BAC | $1.07M | 0.60% | 0.00% | -3.0% | Q4 2024 |
| V | $1.05M | 0.59% | 0.00% | -11.4% | Q4 2024 |
| UL | $1.04M | 0.59% | 0.00% | +3.0% | Q4 2024 |
| AMAT | $1.04M | 0.59% | 0.00% | -20.9% | Q1 2025 |
| COP | $1.02M | 0.58% | 0.00% | +14.4% | Q4 2024 |
| ORCL | $1.02M | 0.57% | 0.00% | +6.3% | Q4 2024 |
| ADI | $1.01M | 0.57% | 0.00% | -8.2% | Q4 2024 |
| BFST | $982K | 0.55% | 0.13% | Not reported | Q4 2024 |
| MDT | $921K | 0.52% | 0.00% | +1.2% | Q4 2024 |
| MCK | $914K | 0.52% | 0.00% | -8.9% | Q4 2024 |
| BDX | $867K | 0.49% | 0.00% | +0.5% | Q4 2024 |
 KMX | $861K | 0.49% | 0.02% | +59.3% | Q4 2024 |
| ET | $847K | 0.48% | 0.00% | +6.9% | Q4 2024 |
| OMC | $819K | 0.46% | 0.00% | +2.2% | Q4 2024 |
| SNY | $779K | 0.44% | 0.00% | +12.0% | Q4 2024 |
| CVX | $752K | 0.42% | 0.00% | -38.5% | Q4 2024 |
| EPD | $724K | 0.41% | 0.00% | Not reported | Q4 2024 |
| WMT | $716K | 0.40% | 0.00% | +17.6% | Q4 2024 |
| DE | $711K | 0.40% | 0.00% | +41.5% | Q4 2024 |
| ELV | $682K | 0.38% | 0.00% | -1.2% | Q4 2024 |
| ISRG | $681K | 0.38% | 0.00% | -0.1% | Q4 2024 |
| TYL | $681K | 0.38% | 0.00% | New | Q4 2025 |
| PLTR | $661K | 0.37% | 0.00% | -3.1% | Q4 2024 |
| CP | $632K | 0.36% | 0.00% | Not reported | Q4 2024 |
| ABBV | $586K | 0.33% | 0.00% | -7.6% | Q4 2024 |
| GOOGL | $581K | 0.33% | 0.00% | -1.2% | Q4 2024 |
| TSLA | $537K | 0.30% | 0.00% | -4.5% | Q4 2024 |
| TSM | $509K | 0.29% | 0.00% | -9.5% | Q4 2024 |
 EBAY | $480K | 0.27% | 0.00% | -9.0% | Q4 2024 |
| LLY | $463K | 0.26% | 0.00% | -2.1% | Q4 2024 |
| RTX | $458K | 0.26% | 0.00% | -11.7% | Q4 2024 |
| SMH | $448K | 0.25% | Not reported | +4.8% | Q2 2025 |
| JXN | $432K | 0.24% | 0.01% | -2.5% | Q4 2024 |
| PEP | $386K | 0.22% | 0.00% | -0.6% | Q4 2024 |
| Q3 2025 | |||||
| JPM | $4.59M | 2.66% | 0.00% | -1.7% | Q4 2024 |
| XOM | $4.57M | 2.65% | 0.00% | +93.1% | Q4 2024 |
| BRK.B | $3.09M | 1.79% | Not reported | +19.5% | Q4 2024 |
| GOOG | $3.05M | 1.77% | Not reported | +0.6% | Q4 2024 |
| MSFT | $2.68M | 1.56% | 0.00% | -6.6% | Q4 2024 |
| AMZN | $2.17M | 1.26% | 0.00% | +27.2% | Q4 2024 |
| AAPL | $1.76M | 1.02% | 0.00% | -3.7% | Q4 2024 |
| SCHW | $1.65M | 0.95% | 0.00% | -0.4% | Q4 2024 |
| NVDA | $1.52M | 0.88% | 0.00% | +5.7% | Q4 2024 |
| BKNG | $1.51M | 0.88% | 0.00% | -4.4% | Q4 2024 |
| BNY | $1.44M | 0.84% | 0.00% | -2.0% | Q4 2024 |
| ORCL | $1.38M | 0.80% | 0.00% | -50.1% | Q4 2024 |
| NVS | $1.26M | 0.73% | 0.00% | +3.5% | Q4 2024 |
| CVX | $1.25M | 0.72% | 0.00% | -0.9% | Q4 2024 |
| GD | $1.23M | 0.71% | 0.00% | -0.1% | Q4 2024 |
| V | $1.15M | 0.67% | 0.00% | -1.7% | Q4 2024 |
| AMAT | $1.04M | 0.61% | 0.00% | +2.2% | Q1 2025 |
| BAC | $1.04M | 0.60% | 0.00% | +3.1% | Q4 2024 |
| UL | $1.03M | 0.60% | 0.00% | +0.7% | Q4 2024 |
| ADI | $998K | 0.58% | 0.00% | +1.8% | Q4 2024 |
| CMCSA | $976K | 0.57% | 0.00% | -22.1% | Q4 2024 |
| MCK | $945K | 0.55% | 0.00% | -0.7% | Q4 2024 |
| COP | $905K | 0.52% | 0.00% | -10.5% | Q4 2024 |
| MDT | $902K | 0.52% | 0.00% | -1.5% | Q4 2024 |
| LOW | $898K | 0.52% | 0.00% | +0.1% | Q4 2024 |
| BFST | $887K | 0.51% | 0.13% | -0.5% | Q4 2024 |
| BDX | $833K | 0.48% | 0.00% | +13.2% | Q4 2024 |
| ET | $825K | 0.48% | 0.00% | +4.3% | Q4 2024 |
| CAT | $821K | 0.48% | 0.00% | -5.2% | Q4 2024 |
| OMC | $809K | 0.47% | 0.01% | +36.5% | Q4 2024 |
| EPD | $707K | 0.41% | 0.00% | +2.3% | Q4 2024 |
| PLTR | $700K | 0.41% | 0.00% | +4.0% | Q4 2024 |
| SNY | $678K | 0.39% | 0.00% | +2.9% | Q4 2024 |
| ABBV | $643K | 0.37% | 0.00% | -3.9% | Q4 2024 |
| CP | $640K | 0.37% | 0.00% | Not reported | Q4 2024 |
| ELV | $636K | 0.37% | 0.00% | -7.4% | Q4 2024 |
| KMX | $628K | 0.36% | 0.01% | -18.4% | Q4 2024 |
| WMT | $563K | 0.33% | 0.00% | +0.3% | Q4 2024 |
| TSLA | $556K | 0.32% | 0.00% | -3.1% | Q4 2024 |
| EBAY | $551K | 0.32% | 0.00% | -28.7% | Q4 2024 |
| ISRG | $538K | 0.31% | 0.00% | +5.2% | Q4 2024 |
| TSM | $517K | 0.30% | 0.00% | -18.4% | Q4 2024 |
 OKLO | $494K | 0.29% | 0.00% | +7.5% | Q2 2025 |
| DE | $493K | 0.29% | 0.00% | Not reported | Q4 2024 |
| RTX | $474K | 0.27% | 0.00% | -1.3% | Q4 2024 |
| GOOGL | $457K | 0.26% | 0.00% | +4.5% | Q4 2024 |
 MA | $428K | 0.25% | 0.00% | -0.7% | Q4 2024 |
| JXN | $420K | 0.24% | 0.01% | -10.1% | Q4 2024 |
 BABA | $420K | 0.24% | 0.00% | -7.6% | Q4 2024 |
 META | $416K | 0.24% | Not reported | +1.8% | Q4 2024 |