Meriwether Wealth & Planning, LLC holds a focused book of 122 stocks worth $201.7M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-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.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Meriwether Wealth & Planning, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 80 / 80 | $1.1B |
| Royal Bank Of Canada | 79 / 80 | $147.9B |
| LPL Financial LLC | 79 / 80 | $55.6B |
| Osaic Holdings, Inc. | 79 / 80 | $14.1B |
| NewEdge Advisors, LLC | 79 / 80 | $8.5B |
| Morgan Stanley | 78 / 80 | $491.2B |
| Wealth Enhancement Advisory Services, LLC | 78 / 80 | $11.8B |
| Kestra Advisory Services, LLC | 78 / 80 | $6.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Meriwether Wealth & Planning, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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.