Meriwether Wealth & Planning, LLC

Q3 2025 13F-HR Holdings

Location
Minden, LA
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
127
Total value ($000)
$172,599
Net value change ($000)
+13,040 (8.2%)
New positions
5
Sold out positions
5
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHG 2,796 13.8%
XOM 2,305 101.9%
SCHV 2,173 11.3%
GOOGL 843 38.1%
FBND 625 4.0%
BRK-B 593 23.7%
SEIM 575 94.0%
IDMO 556 95.7%
DFAS 528 10.8%
AMZN 466 27.4%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -771 -35.8%
KMX -524 -45.5%
CMCSA -447 -31.4%
IQV -262 -100.0%
KO -246 -100.0%
ADBE -244 -100.0%
SCHD -242 -25.8%
UPS -230 -100.0%
PFE -209 -100.0%
SPYD -196 -27.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type