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Meriwether Wealth & Planning - Q1 2026 13F Filings

ME

Meriwether Wealth & Planning, LLC

CIK: 0002055554
Address: Louisiana Minden 1000 Broadway St
$182.56 M
Portfolio Value
126
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/08/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VXUS Vanguard Total International Stock Etf
+$7.48 M
2. FBND Fidelity Total Bond Etf
+$1.51 M
3. BSCR Invesco Bulletshares 2027 Corporate Bond Etf
+$808,098.83
4. BSCQ Invesco Bulletshares 2026 Corporate Bond Etf
+$748,389.61
5. BSJR Invesco Bulletshares 2027 Hy
+$657,196

Top Sells

Q1 2026
1. SCHV Schwab Us Large-Cap Value Etf
−$3.29 M
2. SCHG Schwab Us Large-Cap Growth Etf
−$2.33 M
3. OACP Oneascent Core Plus Bond Etf
−$1.01 M
4. KMX Carmax
−$861,479
5. BAC Bank Of America Corporation
−$735,785.47

Asset Allocation

Stocks/ETFs
+4.05%
$182.56 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Meriwether Wealth & Planning Q1 2026 Filing Summary

Meriwether Wealth & Planning, LLC filed its 13F report for Q1 2026 on April 09, 2026. The portfolio totaled 182.56 M reflecting a +2.96% change from the prior quarter, spanning 126 assets. The top 10 holdings comprised 55.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 8 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Meriwether Wealth & Planning’s Q1 2026 Filing

Meriwether Wealth & Planning submitted their Form 13F-HR for the Q1 2026 period on 04/09/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Meriwether Wealth & Planning reported a managed portfolio value of 182.56 M, consisting of 126 individual positions.

This page displays the raw filing documents. To see which stocks Meriwether Wealth & Planning bought or sold during Q1 2026, please visit Meriwether Wealth & Planning's Portfolio Analysis page.