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Portfolio (Quarterly) Guide ↗

Meriwether Wealth & Planning, LLC

· CIK 0002055554
13F Portfolio $183M AUM 126 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 56 Added 37 Reduced 9 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD INDEX FDS 698.0 $305K 0.17% +30.0 +4.5% $436.79 -79.8%
42 WDS WOODSIDE ENERGY GROUP LTD Energy 12,371.0 $295K 0.16% +812.0 +7.0% $23.88 -5.4%
43 SCHM SCHWAB STRATEGIC TR 8,872.0 $275K 0.15% +282.0 +3.3% $30.96 +13.7%
44 BSJT INVESCO EXCH TRD SLF IDX FD 12,675.0 $267K 0.15% +2K +23.2% $21.04 +0.6%
45 AMD ADVANCED MICRO DEVICES INC Technology 1,295.0 $263K 0.14% +80.0 +6.6% $203.43 +147.7%
46 VOE VANGUARD INDEX FDS 1,405.0 $259K 0.14% +21.0 +1.5% $184.28 +5.9%
47 AVGO BROADCOM INC Technology 833.0 $258K 0.14% +99.0 +13.5% $309.51 +36.3%
48 SO SOUTHERN CO Utilities 2,662.0 $257K 0.14% +20.0 +0.8% $96.52 -2.5%
49 BSJU INVESCO EXCH TRD SLF IDX FD 9,975.0 $255K 0.14% +2K +18.8% $25.59 +0.8%
50 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 237.0 $236K 0.13% +2.0 +0.8% $996.43 +0.7%
51 F FORD MTR CO Consumer Cyclical 18,338.0 $212K 0.12% +607.0 +3.4% $11.54 +32.8%
52 CRM SALESFORCE INC Technology 1,106.0 $206K 0.11% +90.0 +8.9% $186.67 -4.1%
53 CSCO CISCO SYS INC Technology 2,658.0 $206K 0.11% +55.0 +2.1% $77.59 +52.5%
54 NRG NRG ENERGY INC Utilities 1,408.0 $206K 0.11% +20.0 +1.4% $146.14 -3.9%
55 SLI STANDARD LITHIUM LTD Basic Materials 51,545.0 $176K 0.10% +5K +11.8% $3.41 +12.9%
56 MMLP MARTIN MIDSTREAM PRTNRS L P Energy 10,374.0 $29K 0.02% +91.0 +0.9% $2.76 -9.2%
Page 3 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.1%
Energy 18.6%
Financial Services 16.1%
Healthcare 12.5%
Consumer Cyclical 10.0%
Communication Services 9.5%
Industrials 7.3%
Consumer Defensive 3.1%
Utilities 2.7%
Basic Materials 0.6%