🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 759.97 -0.5% NASDAQ 100: 704.40 0.0% Dow Jones: 534.08 -0.5%

Meriwether Wealth & Planning - Q4 2025 13F Filings

ME

Meriwether Wealth & Planning, LLC

CIK: 0002055554
Address: Louisiana Minden 1000 Broadway St
$177.31 M
Portfolio Value
123
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. SCHA Schwab Us Small-Cap Etf
+$5.58 M
2. VEA Vanguard Ftse Developed Markets Etf
+$1.26 M
3. UL Unilever PLC
+$1.04 M
4. SCHV Schwab Us Large-Cap Value Etf
+$835,771.84
5. TYL Tyler Technologies
+$680,925
6. IDMO Invesco S&P International Developed Momentum Etf
+$542,529.92

Top Sells

Q4 2025
1. DFAS Dimensional Us Small Cap Etf
−$5.43 M
2. UL Unilever PLC
−$1.03 M
3. GOOG Alphabet
−$685,339.12
4. CVX Chevron Corporation
−$470,184.74
5. VOT Vanguard Mid-Cap Growth Etf
−$361,655
6. JPM Jpmorgan Chase & Co
−$316,097.82

Asset Allocation

Stocks/ETFs
+2.86%
$175.44 M 98.95%
Options
$0 0.00%
Debt
$0 0.00%
Other
-8.34%
$1.86 M 1.05%

Sector Allocation (Stocks)

Meriwether Wealth & Planning Q4 2025 Filing Summary

Meriwether Wealth & Planning, LLC filed its 13F report for Q4 2025 on January 14, 2026. The portfolio totaled 177.31 M reflecting a +2.73% change from the prior quarter, spanning 123 assets. The top 10 holdings comprised 56.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 11 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Meriwether Wealth & Planning’s Q4 2025 Filing

Meriwether Wealth & Planning submitted their Form 13F-HR for the Q4 2025 period on 01/14/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Meriwether Wealth & Planning reported a managed portfolio value of 177.31 M, consisting of 123 individual positions.

This page displays the raw filing documents. To see which stocks Meriwether Wealth & Planning bought or sold during Q4 2025, please visit Meriwether Wealth & Planning's Portfolio Analysis page.