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☆Meriwether Wealth & Planning, LLC

CIK 0002055554 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.302
AUM ($M)
202
Positions
122
Turnover
0.15
Top-10 wt
57%
Herfindahl
0.047
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 133 positions · portfolio value $202M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 11.6% +0.6% 23.4 671,004 +14,978 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 11.0% +0.8% 22.2 656,757 +14,802 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 9.1% -0.8% 18.3 402,883 +7,295 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 5.8% +1.7% 11.6 135,861 +38,835 2 —
☆DYNF funds › BLACKROCK ETF TRUST NEW — 4.1% +4.1% 8.3 122,334 +122,334 1 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD ADD — 3.7% -0.3% 7.6 385,428 +4,743 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 3.6% +0.3% 7.2 199,923 -4,706 3 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 3.5% +3.3% 7.0 345,990 +328,292 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 2.6% -1.0% 5.3 38,833 +37 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 2.0% +0.0% 4.1 12,539 +101 5 —
☆SPHY funds › SPDR SERIES TRUST ADD — 1.8% -0.1% 3.6 155,345 +2,785 5 —
☆GOOG funds › ALPHABET INC TRIM — 1.7% +0.1% 3.3 9,427 -183 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 1.6% -0.1% 3.2 6,394 +104 5 —
☆SEIM funds › SEI EXCHANGE TRADED FUNDS ADD — 1.5% +0.3% 3.1 55,153 +7,495 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.4% +0.1% 2.9 12,207 +428 5 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II ADD — 1.4% +0.2% 2.8 46,140 +6,843 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 1.2% +0.5% 2.4 3,258 -372 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.1% -0.1% 2.2 5,809 +174 5 —
☆CAT funds › CATERPILLAR INC HOLD — 1.0% +0.3% 2.1 1,986 +0 5 —
☆AAPL funds › APPLE INC ADD — 1.0% +0.1% 2.1 7,105 +343 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.9% +0.1% 1.9 26,805 +3,249 3 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.8% +0.0% 1.7 8,528 +155 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.8% +0.0% 1.7 9,453 +9,099 5 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.7% -0.1% 1.5 15,830 +184 5 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.6% -0.0% 1.2 3,443 +28 5 —
☆V funds › VISA INC TRIM — 0.6% +0.0% 1.2 3,412 -54 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.6% -0.2% 1.2 11,230 +61 5 —
☆BNY funds › BANK OF NY MELLON CORP TRIM — 0.6% +0.1% 1.2 8,020 -39 5 —
☆BFST funds › BUSINESS FIRST BANCSHARES IN TRIM — 0.6% +0.0% 1.1 37,186 -397 5 —
☆SMH funds › VANECK ETF TRUST ADD — 0.6% +0.3% 1.1 1,728 +478 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.5% -0.2% 1.1 20,147 -536 5 —
☆BDX funds › BECTON DICKINSON & CO ADD — 0.5% -0.0% 1.1 7,069 +386 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM — 0.5% +0.1% 1.0 2,679 -183 5 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.5% +0.0% 1.0 2,601 -334 5 —
☆WMT funds › WALMART INC ADD — 0.5% +0.1% 1.0 9,057 +2,547 5 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.5% -0.2% 1.0 41,304 -1,839 5 —
☆UL funds › UNILEVER PLC ADD — 0.5% -0.0% 1.0 16,521 +537 3 —
☆LOW funds › LOWES COS INC TRIM — 0.5% -0.1% 1.0 4,475 -10 5 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.5% -0.0% 1.0 51,011 +625 5 —
☆MDT funds › MEDTRONIC PLC ADD — 0.5% +0.0% 1.0 12,444 +2,617 5 —
☆DE funds › DEERE & CO TRIM — 0.5% +0.0% 1.0 1,523 -3 5 —
☆NVS funds › NOVARTIS AG ADD — 0.5% -0.0% 1.0 6,134 +61 5 —
☆KLAC funds › KLA CORP ADD — 0.4% +0.2% 0.9 2,983 +2,685 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.4% +0.3% 0.9 757 -21 2 —
☆ORCL funds › ORACLE CORP TRIM — 0.4% -0.1% 0.9 5,919 -440 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.4% -0.2% 0.8 5,067 -19 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.4% -0.1% 0.8 22,741 +0 5 —
☆OMC funds › OMNICOM GROUP INC ADD — 0.4% -0.1% 0.8 11,193 +73 5 —
☆LEND funds › SEI EXCHANGE TRADED FUNDS NEW — 0.4% +0.4% 0.8 31,945 +31,945 1 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.4% +0.0% 0.8 3,750 +0 5 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY HOLD — 0.4% -0.0% 0.7 8,586 +0 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.4% +0.2% 0.7 1,241 -54 3 —
☆GOOGL funds › ALPHABET INC TRIM — 0.4% +0.0% 0.7 1,995 -51 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.3% +0.1% 0.7 1,402 -26 5 —
☆BSJR funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.3% -0.0% 0.7 29,385 +0 5 —
☆MCK funds › MCKESSON CORP ADD — 0.3% -0.1% 0.6 836 +2 5 —
☆TSLA funds › TESLA INC ADD — 0.3% +0.0% 0.6 1,464 +85 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.3% +0.0% 0.6 2,438 -29 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 0.6 19,041 +131 5 —
☆BSJQ funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.3% -0.0% 0.6 25,239 +0 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% -0.0% 0.6 6,747 +386 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.3% +0.0% 0.5 425 -8 5 —
☆AON funds › AON PLC TRIM — 0.2% -0.0% 0.5 1,501 -131 2 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN NEW — 0.2% +0.2% 0.5 4,012 +4,012 1 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.2% -0.1% 0.5 1,235 -2 5 —
☆BSJS funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.2% -0.0% 0.5 22,260 +0 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.2% -0.1% 0.5 3,904 +190 5 —
☆ACN funds › ACCENTURE PLC IRELAND ADD — 0.2% +0.0% 0.4 3,606 +1,620 2 —
☆ESUM funds › STRATEGY SHS TRIM — 0.2% +0.0% 0.4 14,579 -164 3 —
☆RTX funds › RTX CORPORATION TRIM — 0.2% -0.0% 0.4 2,320 -17 5 —
☆SPYD funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 0.4 9,221 +53 5 —
☆TYL funds › TYLER TECHNOLOGIES INC HOLD — 0.2% -0.1% 0.4 1,500 +0 3 —
☆JXN funds › JACKSON FINANCIAL INC HOLD — 0.2% -0.0% 0.4 4,050 +0 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.2% -0.0% 0.4 825 -5 2 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.1% 0.4 11,012 +2,140 5 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.2% -3.6% 0.4 20,566 -332,315 5 —
☆ENB funds › ENBRIDGE INC TRIM — 0.2% -0.0% 0.4 7,296 -70 5 —
☆SEIV funds › SEI EXCHANGE TRADED FUNDS HOLD — 0.2% +0.0% 0.4 8,167 +0 5 —
☆AMRZ funds › AMRIZE LTD TRIM — 0.2% -0.1% 0.4 7,306 -736 2 —
☆AMGN funds › AMGEN INC TRIM — 0.2% -0.0% 0.4 1,026 -11 5 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.4 1,507 +7 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.4 4,277 +3,579 5 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.2% -0.0% 0.4 19,268 -70 2 —
☆FERG funds › FERGUSON ENTERPRISES INC ADD — 0.2% -0.0% 0.3 1,451 +6 2 —
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.2% -0.0% 0.3 20,411 -68 2 —
☆PEP funds › PEPSICO INC TRIM — 0.2% -0.1% 0.3 2,496 -281 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS HOLD — 0.2% -0.0% 0.3 4,131 +0 5 —
☆META funds › META PLATFORMS INC ADD — 0.2% -0.0% 0.3 575 +4 5 —
☆FDX funds › FEDEX CORP TRIM — 0.2% -0.0% 0.3 996 -2 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% +0.0% 0.3 2,616 -42 3 —
☆AVGO funds › BROADCOM INC TRIM — 0.2% +0.0% 0.3 807 -26 4 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.3 1,514 +109 5 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.1% -0.1% 0.3 2,265 -439 5 —
☆F funds › FORD MTR CO ADD — 0.1% +0.0% 0.3 20,405 +2,067 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.1% -0.0% 0.3 738 +0 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.1% +0.1% 0.3 902 +902 1 —
☆BSJT funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.1% -0.0% 0.3 12,675 +0 5 —
☆SELV funds › SEI EXCHANGE TRADED FUNDS HOLD — 0.1% -0.0% 0.3 8,100 +0 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.3 511 -55 5 —
☆WDS funds › WOODSIDE ENERGY GROUP LTD ADD — 0.1% -0.0% 0.3 13,474 +1,103 5 —
☆SO funds › SOUTHERN CO ADD — 0.1% -0.0% 0.3 2,712 +50 5 —
☆BSJU funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.1% -0.0% 0.3 9,975 +0 3 —
☆TLN funds › TALEN ENERGY CORP TRIM — 0.1% +0.0% 0.3 665 -2 4 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 0.3 1,720 +50 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 0.2 4,417 +93 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.1% +0.0% 0.2 842 +78 5 —
☆AROC funds › ARCHROCK INC NEW — 0.1% +0.1% 0.2 6,054 +6,054 1 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.1% +0.0% 0.2 4,319 -59 5 —
☆ETR funds › ENTERGY CORP NEW TRIM — 0.1% -0.0% 0.2 2,124 -177 5 —
☆OKLO funds › OKLO INC ADD — 0.1% -0.0% 0.2 4,580 +20 5 —
☆ONEY funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.2 1,773 +26 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -2.7% 0.2 3,000 -66,920 5 —
☆KO funds › COCA COLA CO TRIM — 0.1% -0.0% 0.2 2,735 -42 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.0% 0.2 236 -1 5 —
☆VST funds › VISTRA CORP NEW — 0.1% +0.1% 0.2 1,374 +1,374 1 —
☆DAL funds › DELTA AIR LINES INC NEW — 0.1% +0.1% 0.2 2,260 +2,260 1 —
☆PFE funds › PFIZER INC TRIM — 0.1% -0.1% 0.2 8,780 -2,799 3 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.1% -0.0% 0.2 842 -3 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 0.2 2,170 -30 5 —
☆LYG funds › LLOYDS BANKING GROUP PLC ADD — 0.1% +0.0% 0.2 26,246 +2 5 —
☆SLI funds › STANDARD LITHIUM CORP HOLD — 0.1% -0.0% 0.1 51,545 +0 5 —
☆MMLP funds › MARTIN MIDSTREAM PRTNRS L P ADD — 0.0% -0.0% 0.0 10,557 +183 5 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.1% 0.0 0 -1,106 0 —
☆SNY funds › SANOFI SA EXIT — 0.0% -0.5% 0.0 0 -17,376 0 —
☆BABA funds › ALIBABA GROUP HLDG LTD EXIT — 0.0% -0.1% 0.0 0 -1,993 0 —
☆SBUX funds › STARBUCKS CORP EXIT — 0.0% -0.2% 0.0 0 -3,122 0 —
☆VYM funds › VANGUARD WHITEHALL FDS EXIT — 0.0% -0.1% 0.0 0 -1,766 0 —
☆NEE funds › NEXTERA ENERGY INC EXIT — 0.0% -0.1% 0.0 0 -2,459 0 —
☆IQV funds › IQVIA HLDGS INC EXIT — 0.0% -0.1% 0.0 0 -1,239 0 —
☆NRG funds › NRG ENERGY INC EXIT — 0.0% -0.1% 0.0 0 -1,408 0 —
☆LAMR funds › LAMAR ADVERTISING CO EXIT — 0.0% -0.1% 0.0 0 -1,893 0 —
☆BND funds › VANGUARD BD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -3,400 0 —
☆SEIQ funds › SEI EXCHANGE TRADED FUNDS EXIT — 0.0% -2.6% 0.0 0 -128,484 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 202 122 0.15 57% 0.047 0.303 — in
2026Q1 183 126 0.11 55% 0.044 0.365 — in
2025Q4 177 123 0.08 56% 0.052 0.376 — in
2025Q3 173 127 0.06 56% 0.052 0.426 — in
2025Q2 160 127 0.10 55% 0.050 0.356 — entered
2025Q1 153 123 0.00 53% 0.046 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status