Meriwether Wealth & Planning, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 872 distinct positions held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and energy. Major holdings include Apple Inc., with 7,032 shares, and Amazon.com Inc., with 11,855 shares. The firm also holds significant positions in Alphabet Inc. Class C stock (9,378 shares) and Broadcom Inc. (953 shares). In the healthcare sector, AbbVie Inc. is listed with 2,493 shares, while Eli Lilly and Company is held with 3,195 shares.
Financial services companies make up a substantial portion of the portfolio. Berkshire Hathaway Inc. is held with 6,408 shares, and BlackRock Inc. is listed with 5 shares. Other financial names include JPMorgan Chase & Co., Visa Inc., and Mastercard Inc., with share counts ranging from 3,918 to 4,226. The filing also includes positions in energy companies such as Chevron Corporation (4,753 shares) and ConocoPhillips (11,103 shares).
The report indicates that Aryn Sands serves as the agent for the filer, located in Reno, Nevada. The filing was submitted on October 13, 2026.
