1y return+14.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $120 against $127 in the S&P 500.2
Meriwether Wealth & Planning, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHVSchwab Strategic Tr | $23.4M | 11.6% | +2.3% |
| SCHGSchwab Strategic Tr | $22.2M | 11.0% | +2.3% |
| FBNDFidelity Merrimack Str Tr | $18.3M | 9.1% | +1.8% |
| VXUSVanguard Star Fds | $11.6M | 5.8% | +40.0% |
| DYNFBlackrock Etf Trust | $8.3M | 4.1% | New |
| BSCRInvesco Exch Trd Slf Idx Fd | $7.6M | 3.7% | +1.2% |
| SCHASchwab Strategic Tr | $7.2M | 3.6% | −2.3% |
| BSCSInvesco Exch Trd Slf Idx Fd | $7.0M | 3.5% | +1855.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $5.3M | 2.6% | |
| JPMJpmorgan Chase & Co | $4.1M | 2.0% | |
| SPHYSpdr Series Trust | $3.6M | 1.8% | +1.8% |
| GOOGAlphabet Inc | $3.3M | 1.7% | −1.9% |
| BRK/BBerkshire Hathaway Inc Del | $3.2M | 1.6% | +1.7% |
| SEIMSei Exchange Traded Funds | $3.1M | 1.5% | +15.7% |
| AMZNAmazon Com Inc | $2.9M | 1.4% | +3.6% |
| IDMOInvesco Exch Traded Fd Tr II | $2.8M | 1.4% | +17.4% |
| AMATApplied Matls Inc | $2.4M | 1.2% | −10.2% |
| MSFTMicrosoft Corp | $2.2M | 1.1% | +3.1% |
| CATCaterpillar Inc | $2.1M | 1.0% | |
| AAPLApple Inc | $2.1M | 1.0% | +5.1% |
| VEAVanguard Tax-managed Fds | $1.9M | 0.9% | +13.8% |
| NVDANvidia Corporation | $1.7M | 0.8% | +1.9% |
| BKNGBooking Holdings Inc | $1.7M | 0.8% | +6.8% |
| SCHWSchwab Charles Corp | $1.5M | 0.7% | +1.2% |
| GDGeneral Dynamics Corp | $1.2M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | March 31, 2025 | +398.2% | $2.4M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $2.1M |
| SMHVaneck Etf Trust | June 30, 2025 | +135.2% | $1.1M |
| BNYBank Of Ny Mellon Corp | December 31, 2024 | +88.2% | $1.2M |
| ADIAnalog Devices Inc | December 31, 2024 | +86.9% | $1.0M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $3.3M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $1.7M |
| SEIMSei Exchange Traded Funds | December 31, 2024 | +45.4% | $3.1M |
| JPMJpmorgan Chase & Co | December 31, 2024 | +36.6% | $4.1M |
| GDGeneral Dynamics Corp | December 31, 2024 | +34.4% | $1.2M |
Sold off last quarter
- SEIQSei Exchange Traded Funds was $4.7M
- SNYSanofi Sa was $837K
- SBUXStarbucks Corp was $280K
- VYMVanguard Whitehall Fds was $262K
- BNDVanguard Bd Index Fds was $250K
- BABAAlibaba Group Hldg Ltd was $250K
- LAMRLamar Advertising Co was $240K
- NEENextera Energy Inc was $228K
- IQVIqvia Hldgs Inc was $211K
- CRMSalesforce Inc was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.6% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +5.5% | +7.8% |
| June 30, 2025 | +5.3% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Meriwether Wealth & Planning, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2055554&type=13F-HR&dateb=&owner=include&count=40CIK 2055554
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2055554/000175496026000432/Filed July 8, 2026 · accession 0001754960-26-000432