Meriwether Wealth & Planning, LLC

Q2 2026 13F-HR Holdings

Location
Minden, LA
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$201,701
Net value change ($000)
+19,144 (10.5%)
New positions
6
Sold out positions
11
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DYNF 8,320 NEW
BSCS 6,685 1851.8%
VXUS 4,133 55.2%
SCHG 3,525 18.9%
SCHV 3,349 16.7%
SCHA 1,272 21.4%
AMAT 1,115 89.8%
SEIM 926 42.7%
CAT 708 50.3%
SMH 654 136.5%
Top Reduces (Value $000, Stocks/ETFs)
BSCQ -6,490 -94.2%
SPLV -4,889 -95.6%
SEIQ -4,678 -100.0%
XOM -1,273 -19.3%
SNY -837 -100.0%
COP -307 -20.8%
SBUX -280 -100.0%
VYM -262 -100.0%
BABA -250 -100.0%
BND -250 -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