Meriwether Wealth & Planning, LLC
All 13F Filings
- Location
- Minden, LA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 201,701
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 122 | 201,701 | 13F-HR | Meriwether Wealth & Planning, LLC |
| Q1 2026 | 4/9/2026 | 126 | 182,557 | 13F-HR | Meriwether Wealth & Planning, LLC |
| Q4 2025 | 1/14/2026 | 123 | 177,308 | 13F-HR | Meriwether Wealth & Planning, LLC |
| Q3 2025 | 10/15/2025 | 127 | 172,599 | 13F-HR | Meriwether Wealth & Planning, LLC |
| Q2 2025 | 7/11/2025 | 127 | 159,559 | 13F-HR | Meriwether Wealth & Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.45 K | 35.9% | 4.286 K | 0 | 4.286 K |
| ETFs | 128.5 K | 63.7% | 14.05 K | 0 | 14.05 K |
| Debt | 804 | 0.4% | 804 | 0 | 804 |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
201,701
Holdings
122
QoQ value change ($000)
19,144
(10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.