Meriwether Wealth & Planning, LLC

Q3 2026 13F-HR Holdings

Location
Minden, LA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
872
Total value ($000)
$221,556
Net value change ($000)
+19,855 (9.8%)
New positions
749
Sold out positions
2
Turnover %
15.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FLTR 8,232 NEW
SCHG 2,554 11.5%
VXUS 774 6.7%
MSFT 774 35.7%
DYNF 720 8.7%
NFLX 371 NEW
ICE 327 66.2%
ROUNDHILL ETF TRUST 310 NEW
IDMO 296 10.6%
AAPL 286 13.9%
Top Reduces (Value $000, Stocks/ETFs)
FBND -6,950 -37.9%
XOM -5,309 -100.0%
AMAT -602 -25.6%
CAT -510 -24.1%
KLAC -333 -37.0%
SCHA -332 -4.6%
RTX -277 -63.0%
NVS -246 -25.6%
SPLV -225 -100.0%
BK -186 -16.0%
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