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Portfolio (Quarterly) Guide ↗

Meriwether Wealth & Planning, LLC

· CIK 0002055554
13F Portfolio $202M AUM 122 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 47 Added 35 Reduced 11 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WDS WOODSIDE ENERGY GROUP LTD Energy 13,474.0 $260K 0.13% +1K +8.9% $19.32 +23.7%
42 SO SOUTHERN CO Utilities 2,712.0 $260K 0.13% +50.0 +1.9% $95.71 -8.0%
43 PG PROCTER & GAMBLE CO Consumer Defensive 1,720.0 $252K 0.12% +50.0 +3.0% $146.64 -0.3%
44 JEPI J P MORGAN EXCHANGE TRADED F 4,417.0 $249K 0.12% +93.0 +2.1% $56.48 +0.9%
45 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 842.0 $247K 0.12% +78.0 +10.2% $293.18 +4.1%
46 ONEY SPDR SERIES TRUST 1,773.0 $227K 0.11% +26.0 +1.5% $128.10 +4.5%
47 MMLP MARTIN MIDSTREAM PRTNRS L P Energy 10,557.0 $24K 0.01% +183.0 +1.8% $2.31 +0.9%
Page 3 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.9%
Financial Services 18.2%
Energy 14.7%
Healthcare 11.6%
Consumer Cyclical 10.4%
Industrials 9.0%
Communication Services 4.9%
Consumer Defensive 3.3%
Utilities 2.3%
Basic Materials 0.6%