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Portfolio (Quarterly) Guide ↗

Meriwether Wealth & Planning, LLC

· CIK 0002055554
13F Portfolio $177M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FLRN SPDR SERIES TRUST 8,242.0 $253K 0.14% NEW $30.73 +0.3%
102 BND VANGUARD BD INDEX FDS 3,400.0 $252K 0.14% NEW $74.07 -1.2%
103 TLN TALEN ENERGY CORP Utilities 667.0 $250K 0.14% NEW $374.84 +3.8%
104 PG PROCTER AND GAMBLE CO Consumer Defensive 1,739.0 $249K 0.14% NEW $143.31 -0.2%
105 VOE VANGUARD INDEX FDS 1,384.0 $245K 0.14% NEW $177.37 +10.0%
106 LAMR LAMAR ADVERTISING CO NEW Real Estate 1,912.0 $242K 0.14% NEW $126.58 +21.8%
107 COF CAPITAL ONE FINL CORP Financial Services 963.0 $233K 0.13% NEW $242.36 -23.1%
108 F FORD MTR CO Consumer Cyclical 17,731.0 $233K 0.13% NEW $13.12 +16.8%
109 SO SOUTHERN CO Utilities 2,642.0 $230K 0.13% NEW $87.20 +7.9%
110 NEE NEXTERA ENERGY INC Utilities 2,859.0 $230K 0.13% NEW $80.28 +9.2%
111 APD AIR PRODS & CHEMS INC Basic Materials 905.0 $224K 0.13% NEW $247.02 +17.2%
112 BSJT INVESCO EXCH TRD SLF IDX FD 10,287.0 $221K 0.12% NEW $21.51 -1.6%
113 ENTERGY CORP NEW 2,393.0 $221K 0.12% NEW $92.43
114 NRG NRG ENERGY INC Utilities 1,388.0 $221K 0.12% NEW $159.24 -11.8%
115 ONEY SPDR SERIES TRUST 1,941.0 $220K 0.12% NEW $113.56 +12.4%
116 BSJU INVESCO EXCH TRD SLF IDX FD 8,397.0 $219K 0.12% NEW $26.11 -1.2%
117 SLI STANDARD LITHIUM LTD Basic Materials 46,098.0 $206K 0.12% NEW $4.47 -13.9%
118 QCOM QUALCOMM INC Technology 1,197.0 $205K 0.12% NEW $171.05 +45.5%
119 COST COSTCO WHSL CORP NEW Consumer Defensive 235.0 $203K 0.11% NEW $862.34 +16.3%
120 CSCO CISCO SYS INC Technology 2,603.0 $201K 0.11% NEW $77.03 +53.6%
Page 6 of 7  ·  123 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 19.5%
Financial Services 19.0%
Energy 14.0%
Healthcare 12.5%
Consumer Cyclical 11.9%
Communication Services 10.5%
Industrials 6.0%
Utilities 3.0%
Consumer Defensive 2.5%
Basic Materials 0.7%