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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 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SLI STANDARD LITHIUM CORP Basic Materials 51,545.0 $142K 0.07% $2.75 -7.5%
122 MMLP MARTIN MIDSTREAM PRTNRS L P Energy 10,557.0 $24K 0.01% +183.0 +1.8% $2.31 +2.6%
Page 7 of 7  ·  122 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%