Meriwether Wealth & Planning, LLC reported 727 positions worth $82.19M for the quarter ended Sep 30, 2026, up 15.6% on the prior quarter. It opened 645 new positions, added to 24, trimmed 51 and exited 1. Its largest holding is Jpmorgan Chase & Co at 5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NFLX Netflix Inc | +5,328 | – | $370.72K | 0.451% |
| WMT Walmart Inc. | +2,690 | +29.7% | $279.54K | 1.49% |
| CRWD CrowdStrike Holdings, Inc. | +945 | – | $250.19K | 0.304% |
| NET Cloudflare, Inc. | +699 | – | $242.75K | 0.295% |
| BABA Alibaba Group Holding Ltd | +1,973 | – | $212.18K | 0.258% |
| ICE Intercontinental Exchange, Inc. | +1,386 | +34.5% | $210.71K | 0.998% |
| JNJ Johnson & Johnson | +762 | – | $201.73K | 0.245% |
| OBK Origin Bancorp, Inc. | +3,800 | – | $198.55K | 0.242% |
| IBIT iShares Bitcoin Trust ETF | +4,088 | – | $193.53K | 0.235% |
| VZ Verizon Communications Inc | +4,022 | – | $184.49K | 0.224% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -38.8K | -100.0% | $5.31M | Exited |
| RTX RTX Corp | -1,442 | -62.2% | $267.71K | 0.198% |
| NVS Novartis Ag | -1,117 | -18.2% | $159.25K | 0.87% |
| CEG Constellation Energy Corp | -625 | -74.2% | $158.76K | 0.067% |
| VST Vistra Corp. | -986 | -71.8% | $136.41K | 0.065% |
| TLN Talen Energy Corp | -390 | -58.6% | $121.95K | 0.105% |
| GD General Dynamics Corp | -305 | -8.9% | $101.21K | 1.27% |
| KO Coca Cola Co | -1,138 | -41.6% | $97.96K | 0.167% |
| AMZN Amazon Com Inc | -352 | -2.9% | $87.70K | 3.59% |
| CVX Chevron Corp | -314 | -6.2% | $64.12K | 1.18% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NFLX Netflix Inc | +5,328 | $370.72K | 0.451% |
| CRWD CrowdStrike Holdings, Inc. | +945 | $250.19K | 0.304% |
| NET Cloudflare, Inc. | +699 | $242.75K | 0.295% |
| BABA Alibaba Group Holding Ltd | +1,973 | $212.18K | 0.258% |
| JNJ Johnson & Johnson | +762 | $201.73K | 0.245% |
| OBK Origin Bancorp, Inc. | +3,800 | $198.55K | 0.242% |
| IBIT iShares Bitcoin Trust ETF | +4,088 | $193.53K | 0.235% |
| VZ Verizon Communications Inc | +4,022 | $184.49K | 0.224% |
| NEE Nextera Energy Inc | +2,340 | $177.23K | 0.216% |
| UPS United Parcel Service Inc | +1,889 | $176.51K | 0.215% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -38.8K | $5.31M | 7.47% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPM Jpmorgan Chase & Co | Financial Services | 12.4K | $4.11M | 5% | -105 | -0.8% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 9,378 | $3.20M | 3.89% | -49 | -0.5% | Reduced | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 6,408 | $3.19M | 3.88% | +14 | +0.2% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 11.9K | $2.95M | 3.59% | -352 | -2.9% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 5,735 | $2.94M | 3.58% | -74 | -1.3% | Reduced | 0% |
| 6 | AAPL Apple Inc. | Technology | 7,032 | $2.34M | 2.85% | -73 | -1.0% | Reduced | 0% |
| 7 | NVDA Nvidia Corp | Technology | 8,264 | $1.89M | 2.3% | -264 | -3.1% | Reduced | 0% |
| 8 | AMAT Applied Materials Inc | Technology | 3,430 | $1.75M | 2.13% | +172 | +5.3% | Added | 0% |
| 9 | CAT Caterpillar Inc | Industrials | 1,979 | $1.60M | 1.95% | -7 | -0.4% | Reduced | 0% |
| 10 | SCHW Schwab Charles Corp | Financial Services | 15.7K | $1.53M | 1.87% | -145 | -0.9% | Reduced | 0% |
| 11 | BKNG Booking Holdings Inc. | Technology | 9,384 | $1.53M | 1.86% | -69 | -0.7% | Reduced | 0% |
| 12 | COP Conocophillips | Energy | 11.1K | $1.39M | 1.69% | -127 | -1.1% | Reduced | 0% |
| 13 | BDX Becton Dickinson & Co | Healthcare | 7,045 | $1.26M | 1.53% | -24 | -0.3% | Reduced | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 11.7K | $1.22M | 1.49% | +2,690 | +29.7% | Added | 0% |
| 15 | V Visa Inc. | Financial Services | 3,323 | $1.19M | 1.45% | -89 | -2.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Meriwether Wealth & Planning.
As of its Q3 2026 13F filing, Meriwether Wealth & Planning, LLC’s five largest positions were Jpmorgan Chase & Co (JPM) at 5.0%, Alphabet Inc. (GOOG) at 3.9%, Berkshire Hathaway Inc (BRK-B) at 3.9%, Amazon Com Inc (AMZN) at 3.6%, Microsoft Corp (MSFT) at 3.6% of the reported portfolio.
Meriwether Wealth & Planning, LLC reported a 13F portfolio worth $82.19M across 727 positions for Q3 2026. That is up 15.6% from the previous quarter.
Its largest purchases by value were Netflix Inc ($370.72K), Walmart Inc. ($279.54K), CrowdStrike Holdings, Inc. ($250.19K). It opened 645 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($5.31M), RTX Corp ($267.71K), Novartis Ag ($159.25K). It exited 1 positions entirely.
From the Form 13F-HR reports Meriwether Wealth & Planning, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.