Meriwether Wealth & Planning, LLC
SEC Form 13F institutional filer · CIK 0002055554
13F-HR · 70 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
73.0%
Meriwether Wealth & Planning, LLC — $129M AUM allocation strategy
Meriwether Wealth & Planning, LLC files SEC Form 13F and reports $129M of long US equity value across 70 reported holdings for 2026-03-31.
Its largest sector bet is Financials 59.8%, followed by Energy 7.0% and Information Technology 5.0%.
The top 10 holdings account for 73% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Meriwether Wealth & Planning, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$129M
total across 70 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
73% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +154K sh · +$3.7M+$SBUX +5.33K sh · −$22.9K+$CMCSA +2.69K sh · +$29.6K
Biggest trims (shares)
−$SCHW −183K sh · −$7.27M−$BAC −15.1K sh · −$857K−$BNY −2.84K sh · −$309K
Exited to nil (held last quarter, gone now)
$EBAY ($480K last qtr)$COF ($233K last qtr)$QCOM ($205K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage36.4%—
- Asset Management & Custody Banks18.2%—
- Integrated Oil & Gas6.0%—
- Diversified Banks2.8%—
- Multi-Sector Holdings2.3%—
- Interactive Media & Services2.1%—
- Broadline Retail1.9%—
- Systems Software1.7%—
- Other holdings28.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.55M | $47M | -183K | 36.4% |
| $IVZ | Invesco Ltd | 904K | $23.4M | +154K | 18.2% |
| $XOM | ExxonMobil Holdings Corporation | 38.8K | $6.58M | -1.1K | 5.1% |
| $JPM | JP Morgan Chase & Co | 12.4K | $3.66M | -1.14K | 2.8% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.29K | $3.01M | +140 | 2.3% |
| $GOOGL | Alphabet Inc | 9.61K | $2.76M | -743 | 2.1% |
| $AMZN | Amazon.com Inc | 11.8K | $2.45M | +2.44K | 1.9% |
| $MSFT | Microsoft Corporation | 5.63K | $2.09M | +672 | 1.6% |
| $AAPL | Apple Inc | 6.76K | $1.72M | +132 | 1.3% |
| $BKNG | Booking Holdings Inc | 354 | $1.49M | +78 | 1.2% |
…and 60 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.