2026 Q1 Portfolio Activity
In 2026 Q1, Meriwether Wealth & Planning, LLC maintained a portfolio of 135 distinct positions. The most significant new addition was VANGUARD STAR FDS, now representing 4.10% of the total fund value. They heavily accumulated shares in FIDELITY MERRIMACK STR TR, increasing the position by 9.2%. Conversely, Meriwether Wealth & Planning, LLC completely exited their position in UNIFIED SER TR.
Position History
hover any row below to update
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Total Positions
135
Quarter
2026 Q1
Top Holding
SCHV (11.0%)
Top 10 Concentration
55.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 135
Meriwether Wealth & Planning, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHV
SCHWAB STRATEGI...
|
ETF | 10.96% | 12.75% |
#1
1
Prev: #2
|
6.5 |
—
|
-107,742 | -14.1% |
P
S
|
656,026 | $20,008,793 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 10.24% | 13.28% |
#2
1
Prev: #1
|
6.0 |
—
|
-79,966 | -11.1% |
P
S
|
641,955 | $18,700,149 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 9.89% | 9.41% |
#3
Prev: #3
|
7.0 |
—
|
33,171 | 9.2% |
P
S
|
395,588 | $18,046,725 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 4.10% | — |
#4
Prev: #—
|
5.6 |
—
|
97,026 | — |
NEW
|
97,026 | $7,481,675 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BSCR
INVESCO EXCH TR...
|
ETF | 4.09% | 3.78% |
#5
1
Prev: #4
|
4.1 |
—
|
41,177 | 12.1% |
P
S
|
380,685 | $7,470,945 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BSCQ
INVESCO EXCH TR...
|
ETF | 3.78% | 3.47% |
#6
1
Prev: #5
|
3.5 |
—
|
38,320 | 12.2% |
P
S
|
352,881 | $6,891,766 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 3.61% | 2.71% |
#7
Prev: #7
|
1.9 |
—
|
-1,099 | -2.8% |
P
S
|
38,796 | $6,582,129 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 3.26% | 3.15% |
#8
2
Prev: #6
|
1.8 |
—
|
8,686 | 4.4% |
P
S
|
204,629 | $5,950,611 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPLV
INVESCO EXCH TR...
|
Unknown | 2.80% | 2.47% |
#9
Prev: #9
|
3.1 |
—
|
8,627 | 14.1% |
P
S
|
69,920 | $5,113,949 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SEIQ
SEI EXCHANGE TR...
|
Unknown | 2.56% | 2.65% |
#10
2
Prev: #8
|
3.0 |
—
|
7,819 | 6.5% |
P
S
|
128,484 | $4,678,102 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.00% | 2.47% |
#11
1
Prev: #10
|
1.3 |
—
|
-1,139 | -8.4% |
P
S
|
12,438 | $3,658,762 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 1.95% | 1.87% |
#12
1
Prev: #11
|
2.8 |
—
|
12,210 | 8.7% |
P
S
|
152,560 | $3,557,699 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.65% | 1.74% |
#13
Prev: #13
|
1.2 |
—
|
140 | 2.3% |
P
S
|
6,290 | $3,014,168 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.51% | 1.83% |
#14
2
Prev: #12
|
1.1 |
—
|
-743 | -7.2% |
P
S
|
9,610 | $2,756,725 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.34% | 1.22% |
#15
Prev: #15
|
3.0 |
—
|
2,437 | 26.1% |
P
S
|
11,779 | $2,453,212 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SEIM
SEI EXCHANGE TR...
|
Unknown | 1.19% | 0.97% |
#16
1
Prev: #17
|
3.0 |
—
|
10,466 | 28.1% |
P
S
|
47,658 | $2,170,822 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 1.18% | 0.97% |
#17
1
Prev: #18
|
3.0 |
—
|
8,476 | 27.5% |
P
S
|
39,297 | $2,155,047 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.14% | 1.35% |
#18
4
Prev: #14
|
2.5 |
—
|
672 | 13.5% |
P
S
|
5,635 | $2,085,908 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
APPLE INC
|
Technology | 0.94% | 1.02% |
#19
3
Prev: #16
|
0.9 |
—
|
132 | 2.0% |
P
S
|
6,762 | $1,716,128 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.83% | 0.71% |
#20
4
Prev: #24
|
2.3 |
—
|
3,313 | 16.4% |
P
S
|
23,556 | $1,509,468 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.82% | 0.83% |
#21
Prev: #21
|
2.8 |
—
|
78 | 28.3% |
P
S
|
354 | $1,490,453 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.81% | 0.58% |
#22
11
Prev: #33
|
0.8 |
—
|
224 | 2.0% |
P
S
|
11,169 | $1,474,308 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.81% | 0.93% |
#23
4
Prev: #19
|
0.8 |
—
|
-860 | -5.2% |
P
S
|
15,646 | $1,470,411 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.80% | 0.84% |
#24
4
Prev: #20
|
0.8 |
—
|
382 | 4.8% |
P
S
|
8,373 | $1,460,251 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.77% | 0.64% |
#25
2
Prev: #27
|
0.8 |
—
|
-2 | -0.1% |
P
S
|
1,986 | $1,407,002 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.69% | 0.52% |
#26
13
Prev: #39
|
0.8 |
—
|
203 | 1.0% |
P
S
|
20,683 | $1,267,041 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.68% | 0.59% |
#27
5
Prev: #32
|
0.8 |
—
|
-409 | -10.1% |
P
S
|
3,630 | $1,240,698 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 0.68% | 0.68% |
#28
3
Prev: #25
|
2.3 |
—
|
2,694 | 6.7% |
P
S
|
43,143 | $1,238,636 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 0.64% | 0.66% |
#29
3
Prev: #26
|
0.8 |
—
|
-35 | -1.0% |
P
S
|
3,415 | $1,172,096 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.58% | 0.62% |
#30
2
Prev: #28
|
0.7 |
—
|
-84 | -1.8% |
P
S
|
4,485 | $1,059,716 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.58% | 0.42% |
#31
16
Prev: #47
|
0.7 |
—
|
149 | 3.0% |
P
S
|
5,086 | $1,052,293 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 0.58% | 0.49% |
#32
9
Prev: #41
|
2.7 |
—
|
2,215 | 49.6% |
P
S
|
6,683 | $1,050,768 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
V
VISA INC
|
Financial Services | 0.57% | 0.59% |
#33
3
Prev: #30
|
2.2 |
—
|
467 | 15.6% |
P
S
|
3,466 | $1,047,564 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BFST
BUSINESS FIRST ...
|
Financial Services | 0.56% | 0.55% |
#34
3
Prev: #37
|
1.2 |
—
|
no change | no change |
P
S
|
37,583 | $1,016,244 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ET
ENERGY TRANSFER...
|
Energy | 0.53% | 0.48% |
#35
8
Prev: #43
|
0.7 |
—
|
-1,000 | -1.9% |
P
S
|
50,386 | $972,450 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BK
BANK NEW YORK M...
|
Financial Services | 0.52% | 0.71% |
#36
13
Prev: #23
|
0.2 |
—
|
-2,838 | -26.0% |
P
S
|
8,059 | $956,039 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.51% | 0.57% |
#37
3
Prev: #34
|
2.7 |
—
|
1,140 | 21.8% |
P
S
|
6,359 | $935,472 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.51% | 0.57% |
#38
3
Prev: #35
|
0.2 |
—
|
-796 | -21.3% |
P
S
|
2,935 | $933,741 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 0.51% | 0.74% |
#39
17
Prev: #22
|
0.2 |
—
|
-3,436 | -36.1% |
P
S
|
6,073 | $927,651 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
UL
UNILEVER PLC
|
Consumer Defensive | 0.50% | 0.59% |
#40
9
Prev: #31
|
0.7 |
—
|
100 | 0.6% |
P
S
|
15,984 | $910,608 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.47% | 0.41% |
#41
7
Prev: #48
|
0.7 |
—
|
143 | 0.6% |
P
S
|
22,741 | $860,519 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DE
DEERE & CO
|
Industrials | 0.47% | 0.40% |
#42
8
Prev: #50
|
0.7 |
—
|
-1 | -0.1% |
P
S
|
1,526 | $859,596 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.47% | 0.52% |
#43
5
Prev: #38
|
0.7 |
—
|
239 | 2.5% |
P
S
|
9,827 | $851,510 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 0.46% | 0.38% |
#44
7
Prev: #51
|
2.7 |
—
|
916 | 47.1% |
P
S
|
2,862 | $837,851 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
OMC
OMNICOM GROUP I...
|
Communication Services | 0.46% | 0.46% |
#45
1
Prev: #44
|
2.2 |
—
|
981 | 9.7% |
P
S
|
11,120 | $837,447 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SNY
SANOFI SA
|
Healthcare | 0.46% | 0.44% |
#46
1
Prev: #45
|
2.2 |
—
|
1,293 | 8.0% |
P
S
|
17,376 | $837,176 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.44% | 0.40% |
#47
2
Prev: #49
|
0.7 |
—
|
85 | 1.3% |
P
S
|
6,510 | $809,063 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.40% | 0.52% |
#48
8
Prev: #40
|
0.2 |
—
|
-280 | -25.1% |
P
S
|
834 | $721,710 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.39% | 0.43% |
#49
3
Prev: #46
|
0.7 |
—
|
-250 | -6.2% |
P
S
|
3,750 | $719,700 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 0.37% | 0.36% |
#50
6
Prev: #56
|
1.1 |
—
|
no change | no change |
P
S
|
8,586 | $675,375 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-50 of 135 holdings