Meriwether Wealth & Planning, LLC

Q1 2026 13F-HR Holdings

Location
Minden, LA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$182,557
Net value change ($000)
+5,249 (3.0%)
New positions
12
Sold out positions
9
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VXUS 7,482 NEW
XOM 1,781 37.1%
FBND 1,361 8.2%
BSCR 769 11.5%
SPLV 736 16.8%
BSCQ 734 11.9%
AON 527 NEW
SEIM 455 26.5%
AMRZ 451 NEW
COP 449 43.8%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -4,849 -20.6%
SCHV -2,606 -11.5%
OACP -1,009 -100.0%
KMX -861 -100.0%
BAC -858 -80.1%
JPM -716 -16.4%
OALC -616 -100.0%
GOOGL -492 -15.1%
EBAY -480 -100.0%
NVS -383 -29.2%
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.
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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