Meriwether Wealth & Planning, LLC

Q4 2025 13F-HR Holdings

Location
Minden, LA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$177,308
Net value change ($000)
+4,709 (2.7%)
New positions
9
Sold out positions
13
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SCHA 5,580 NEW
VEA 1,265 NEW
SCHV 1,203 5.6%
UL 1,039 NEW
TYL 681 NEW
IDMO 576 50.7%
SEIM 529 44.6%
SCHG 501 2.2%
BSCQ 344 5.9%
CAT 318 38.7%
Top Reduces (Value $000, Stocks/ETFs)
DFAS -5,426 -100.0%
Unilever PLC -1,029 -100.0%
CVX -494 -39.6%
BSJP -370 -100.0%
ORCL -364 -26.4%
VOT -362 -100.0%
XLE -289 -24.0%
MSFT -284 -10.6%
PGR -267 -100.0%
BSCP -254 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type