Meriwether Wealth & Planning, LLC holds a focused book of 122 stocks worth $201.7M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Ishrs US E F R A ETF-Usd Inc and trimmed Schwab US Small-Cap ETF. Their largest long position is Schwab US Large-Cap Value at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055554/holdings"
Use Arkolith to show Meriwether Wealth & Planning, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP VA ETF | $23.4M | 671.0K | 11.6% | ▲+2.3% Added · +15K sh | |
| 2 | Schwab Strategic TR US LCAP GR ETF | $22.2M | 656.8K | 11.0% | ▲+2.3% Added · +15K sh | |
| 3 | Fidelity Merrimack STR TR TOTAL BD ETF | $18.3M | 402.9K | 9.1% | ▲+1.8% Added · +7K sh | |
| 4 | Vanguard Star FDS VG TL INTL STK F | $11.6M | 135.9K | 5.8% | ▲+40% Added · +39K sh | |
| 5 | BlackRock ETF Trust ISHARES US EQUIT | $8.3M | 122.3K | 4.1% | ▲New New position | |
| 6 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $7.6M | 385.4K | 3.7% | ▲+1.2% Added · +5K sh | |
| 7 | Schwab Strategic TR US SML CAP ETF | $7.2M | 199.9K | 3.6% | ▼−2.3% Reduced · −5K sh | |
| 8 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $7.0M | 346.0K | 3.5% | ▲20× Added · +328K sh | |
| 9 | Exxon Mobil Corp COM | $5.3M | 38.8K | 2.6% | ▲+0.1% Added · +37 sh | |
| 10 | JPMorgan Chase & Co COM | $4.1M | 12.5K | 2.0% | ▲+0.8% Added · +101 sh | |
| 11 | SPDR Series Trust ST PORT HIGH ETF | $3.6M | 155.3K | 1.8% | ▲+1.8% Added · +3K sh | |
| 12 | Alphabet Inc CAP STK CL C | $3.3M | 9.4K | 1.7% | ▼−1.9% Reduced · −183 sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $3.2M | 6.4K | 1.6% | ▲+1.6% Added · +104 sh | |
| 14 | Sei Exchange Traded Funds QIM US LARGE CAP | $3.1M | 55.2K | 1.5% | ▲+16% Added · +7K sh | |
| 15 | Amazon Com Inc COM | $2.9M | 12.2K | 1.4% | ▲+3.6% Added · +428 sh | |
| 16 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $2.8M | 46.1K | 1.4% | ▲+17% Added · +7K sh | |
| 17 | Applied Matls Inc COM | $2.4M | 3.3K | 1.2% | ▼−10% Reduced · −372 sh | |
| 18 | Microsoft Corp COM | $2.2M | 5.8K | 1.1% | ▲+3.1% Added · +174 sh | |
| 19 | Caterpillar Inc COM | $2.1M | 2.0K | 1.0% | —Held | |
| 20 | Apple Inc COM | $2.1M | 7.1K | 1.0% | ▲+5.1% Added · +343 sh | |
| 21 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.9M | 26.8K | 0.9% | ▲+14% Added · +3K sh | |
| 22 | Nvidia Corporation COM | $1.7M | 8.5K | 0.8% | ▲+1.9% Added · +155 sh | |
| 23 | Booking Holdings Inc COM | $1.7M | 9.5K | 0.8% | ▲27× Added · +9K sh | |
| 24 | Schwab Charles Corp COM | $1.5M | 15.8K | 0.7% | ▲+1.2% Added · +184 sh | |
| 25 | General Dynamics Corp COM | $1.2M | 3.4K | 0.6% | ▲+0.8% Added · +28 sh | |
| 26 | Visa Inc COM CL A | $1.2M | 3.4K | 0.6% | ▼−1.6% Reduced · −54 sh | |
| 27 | ConocoPhillips COM | $1.2M | 11.2K | 0.6% | ▲+0.5% Added · +61 sh | |
| 28 | Bank Of NY Mellon Corp COM | $1.2M | 8.0K | 0.6% | ▼−0.5% Reduced · −39 sh | |
| 29 | Business First Bancshares In COM | $1.1M | 37.2K | 0.6% | ▼−1.1% Reduced · −397 sh | |
| 30 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.1M | 1.7K | 0.6% | ▲+38% Added · +478 sh | |
| 31 | Select Sector SPDR TR ST STR ENERG ETF | $1.1M | 20.1K | 0.5% | ▼−2.6% Reduced · −536 sh | |
| 32 | Becton Dickinson & Co COM | $1.1M | 7.1K | 0.5% | ▲+5.8% Added · +386 sh | |
| 33 | Elevance Health Inc Formerly COM | $1.0M | 2.7K | 0.5% | ▼−6.4% Reduced · −183 sh | |
| 34 | Analog Devices Inc COM | $1.0M | 2.6K | 0.5% | ▼−11% Reduced · −334 sh | |
| 35 | Walmart Inc COM | $1.0M | 9.1K | 0.5% | ▲+39% Added · +3K sh | |
| 36 | Comcast Corp New CL A | $1.0M | 41.3K | 0.5% | ▼−4.3% Reduced · −2K sh | |
| 37 | Unilever PLC SPON ADR NEW | $993K | 16.5K | 0.5% | ▲+3.4% Added · +537 sh | |
| 38 | Lowes Cos Inc COM | $987K | 4.5K | 0.5% | ▼−0.2% Reduced · −10 sh | |
| 39 | Energy Transfer L P COM UT LTD PTN | $975K | 51.0K | 0.5% | ▲+1.2% Added · +625 sh | |
| 40 | Medtronic PLC SHS | $973K | 12.4K | 0.5% | ▲+27% Added · +3K sh | |
| 41 | Deere & Co COM | $966K | 1.5K | 0.5% | ▼−0.2% Reduced · −3 sh | |
| 42 | Novartis AG SPONSORED ADR | $961K | 6.1K | 0.5% | ▲+1.0% Added · +61 sh | |
| 43 | Kla Corp COM NEW | $900K | 3.0K | 0.4% | ▲10× Added · +3K sh | |
| 44 | Micron Technology Inc COM | $874K | 757 | 0.4% | ▼−2.7% Reduced · −21 sh | |
| 45 | Oracle Corp COM | $867K | 5.9K | 0.4% | ▼−6.9% Reduced · −440 sh | |
| 46 | Chevron Corporation COM | $840K | 5.1K | 0.4% | ▼−0.4% Reduced · −19 sh | |
| 47 | Enterprise Prods Partners L COM | $836K | 22.7K | 0.4% | —Held | |
| 48 | Omnicom Group Inc COM | $815K | 11.2K | 0.4% | ▲+0.7% Added · +73 sh | |
| 49 | Sei Exchange Traded Funds HIGH YIELD BOND | $804K | 31.9K | 0.4% | ▲New New position | |
| 50 | Invesco Exchange Traded FD T S&P500 EQL WGT | $798K | 3.8K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 122 | $201.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 126 | $182.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 123 | $177.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 127 | $172.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 127 | $159.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 123 | $153.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 117 | $140.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.