Arkolith/Funds/Meriwether Wealth & Planning, LLC

Meriwether Wealth & Planning, LLC

CIK 2055554Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

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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holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
53
existing
Trimmed
46
reduced
Sold out
10
exited

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
57%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Information Technology
10%
Financials
7%
Industrials
5%
Energy
4%
Consumer Discretionary
3%
Health Care
3%
Utilities
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

122 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LCAP VA ETF
$23.4M671.0K
11.6%
+2.3%
Added · +15K sh
2Schwab Strategic TR
US LCAP GR ETF
$22.2M656.8K
11.0%
+2.3%
Added · +15K sh
3Fidelity Merrimack STR TR
TOTAL BD ETF
$18.3M402.9K
9.1%
+1.8%
Added · +7K sh
4Vanguard Star FDS
VG TL INTL STK F
$11.6M135.9K
5.8%
+40%
Added · +39K sh
5BlackRock ETF Trust
ISHARES US EQUIT
$8.3M122.3K
4.1%
New
New position
6Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$7.6M385.4K
3.7%
+1.2%
Added · +5K sh
7Schwab Strategic TR
US SML CAP ETF
$7.2M199.9K
3.6%
−2.3%
Reduced · −5K sh
8Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$7.0M346.0K
3.5%
20×
Added · +328K sh
9Exxon Mobil Corp
COM
$5.3M38.8K
2.6%
+0.1%
Added · +37 sh
10JPMorgan Chase & Co
COM
$4.1M12.5K
2.0%
+0.8%
Added · +101 sh
11SPDR Series Trust
ST PORT HIGH ETF
$3.6M155.3K
1.8%
+1.8%
Added · +3K sh
12Alphabet Inc
CAP STK CL C
$3.3M9.4K
1.7%
−1.9%
Reduced · −183 sh
13Berkshire Hathaway Inc Del
CL B NEW
$3.2M6.4K
1.6%
+1.6%
Added · +104 sh
14Sei Exchange Traded Funds
QIM US LARGE CAP
$3.1M55.2K
1.5%
+16%
Added · +7K sh
15Amazon Com Inc
COM
$2.9M12.2K
1.4%
+3.6%
Added · +428 sh
16Invesco Exch Traded FD TR II
S&P INTL MOMNT
$2.8M46.1K
1.4%
+17%
Added · +7K sh
17Applied Matls Inc
COM
$2.4M3.3K
1.2%
−10%
Reduced · −372 sh
18Microsoft Corp
COM
$2.2M5.8K
1.1%
+3.1%
Added · +174 sh
19Caterpillar Inc
COM
$2.1M2.0K
1.0%
Held
20Apple Inc
COM
$2.1M7.1K
1.0%
+5.1%
Added · +343 sh
21Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.9M26.8K
0.9%
+14%
Added · +3K sh
22Nvidia Corporation
COM
$1.7M8.5K
0.8%
+1.9%
Added · +155 sh
23Booking Holdings Inc
COM
$1.7M9.5K
0.8%
27×
Added · +9K sh
24Schwab Charles Corp
COM
$1.5M15.8K
0.7%
+1.2%
Added · +184 sh
25General Dynamics Corp
COM
$1.2M3.4K
0.6%
+0.8%
Added · +28 sh
26Visa Inc
COM CL A
$1.2M3.4K
0.6%
−1.6%
Reduced · −54 sh
27ConocoPhillips
COM
$1.2M11.2K
0.6%
+0.5%
Added · +61 sh
28Bank Of NY Mellon Corp
COM
$1.2M8.0K
0.6%
−0.5%
Reduced · −39 sh
29Business First Bancshares In
COM
$1.1M37.2K
0.6%
−1.1%
Reduced · −397 sh
30Vaneck ETF Trust
SEMICONDUCTR ETF
$1.1M1.7K
0.6%
+38%
Added · +478 sh
31Select Sector SPDR TR
ST STR ENERG ETF
$1.1M20.1K
0.5%
−2.6%
Reduced · −536 sh
32Becton Dickinson & Co
COM
$1.1M7.1K
0.5%
+5.8%
Added · +386 sh
33Elevance Health Inc Formerly
COM
$1.0M2.7K
0.5%
−6.4%
Reduced · −183 sh
34Analog Devices Inc
COM
$1.0M2.6K
0.5%
−11%
Reduced · −334 sh
35Walmart Inc
COM
$1.0M9.1K
0.5%
+39%
Added · +3K sh
36Comcast Corp New
CL A
$1.0M41.3K
0.5%
−4.3%
Reduced · −2K sh
37Unilever PLC
SPON ADR NEW
$993K16.5K
0.5%
+3.4%
Added · +537 sh
38Lowes Cos Inc
COM
$987K4.5K
0.5%
−0.2%
Reduced · −10 sh
39Energy Transfer L P
COM UT LTD PTN
$975K51.0K
0.5%
+1.2%
Added · +625 sh
40Medtronic PLC
SHS
$973K12.4K
0.5%
+27%
Added · +3K sh
41Deere & Co
COM
$966K1.5K
0.5%
−0.2%
Reduced · −3 sh
42Novartis AG
SPONSORED ADR
$961K6.1K
0.5%
+1.0%
Added · +61 sh
43Kla Corp
COM NEW
$900K3.0K
0.4%
10×
Added · +3K sh
44Micron Technology Inc
COM
$874K757
0.4%
−2.7%
Reduced · −21 sh
45Oracle Corp
COM
$867K5.9K
0.4%
−6.9%
Reduced · −440 sh
46Chevron Corporation
COM
$840K5.1K
0.4%
−0.4%
Reduced · −19 sh
47Enterprise Prods Partners L
COM
$836K22.7K
0.4%
Held
48Omnicom Group Inc
COM
$815K11.2K
0.4%
+0.7%
Added · +73 sh
49Sei Exchange Traded Funds
HIGH YIELD BOND
$804K31.9K
0.4%
New
New position
50Invesco Exchange Traded FD T
S&P500 EQL WGT
$798K3.8K
0.4%
Held
Showing 50 of 122 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026122$201.7M13F-HR
Q1 2026Mar 31, 2026Apr 9, 2026126$182.6M13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026123$177.3M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025127$172.6M13F-HR
Q2 2025Jun 30, 2025Jul 11, 2025127$159.6M13F-HR
Q1 2025Mar 31, 2025Apr 21, 2025123$153.3M13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025117$140.4M13F-HR

Data source

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.