Titelia

Holdings of Meriwether Wealth & Planning, LLC

107 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 58.3 % of the equity sleeve

Sector breakdown

  • Technology 6.9 %
  • Financials 6.7 %
  • Energy 5.0 %
  • Health care 4.5 %
  • Consumer discretionary 3.9 %
  • Communication 3.7 %
  • Industrials 2.8 %
  • Consumer staples 1.8 %
  • Utilities 1.0 %
  • Materials 0.1 %
  • Unattributed 63.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.9 %
  • FR 0.5 %
  • TW 0.3 %
  • AU 0.2 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US103159.1M $98.91 %
2FR1837.2K $0.52 %
3TW1482.6K $0.30 %
4AU1295.4K $0.18 %
5GB1132K $0.08 %

Positions

RankCompanySharesValueWeight
1Schwab Strategic Trust 656,02620M $
2Schwab Strategic Trust 641,95518.7M $
3Fidelity Total Bond ETF 395,58818M $
4Vanguard Total International S 97,0267.5M $
5Exxon Mobil Corp 38,7966.6M $
6Schwab U.S. Small-Cap ETF 204,6296M $
7Invesco S&P 500 Low Volatility 69,9205.1M $
8SEI Enhanced US Large Cap Quality Factor ETF 128,4844.7M $
9JPMorgan Chase & Co 12,4383.7M $
10State Street SPDR Portfolio High Yield Bond ETF 152,5603.6M $
11Berkshire Hathaway Inc 6,2903M $
12Alphabet Inc 9,6102.8M $
13Amazon.com Inc 11,7792.5M $
14SEI Enhanced US Large Cap Momentum Factor ETF 47,6582.2M $
15Invesco S&P International Deve 39,2972.2M $
16Microsoft Corp 5,6352.1M $
17Apple Inc 6,7621.7M $
18Vanguard FTSE Developed Markets ETF 23,5561.5M $
19Booking Holdings Inc 3541.5M $
20ConocoPhillips 11,1691.5M $
21Charles Schwab Corp/The 15,6461.5M $
22NVIDIA Corp 8,3731.5M $
23Caterpillar Inc 1,9861.4M $
24Select Sector Spdr Trust 20,6831.3M $
25Applied Materials Inc 3,6301.2M $
26Comcast Corp 43,1431.2M $
27General Dynamics Corp 3,4151.2M $
28Lowe's Cos Inc 4,4851.1M $
29Chevron Corp 5,0861.1M $
30Becton Dickinson & Co 6,6831.1M $
31Visa Inc 3,4661M $
32Business First Bancshares Inc 37,5831M $
33Energy Transfer LP 50,386972.5K $
34Bank of New York Mellon Corp/The 8,059956K $
35Oracle Corp 6,359935.5K $
36Analog Devices Inc 2,935933.7K $
37Novartis AG 6,073927.7K $
38Unilever PLC 15,984910.6K $
39Enterprise Products Partners LP 22,741860.5K $
40Deere & Co 1,526859.6K $
41Elevance Health Inc 2,862837.9K $
42Omnicom Group Inc 11,120837.4K $
43Sanofi SA 17,376837.2K $
44Walmart Inc 6,510809.1K $
45McKesson Corp 834721.7K $
46Invesco S&P 500 Equal Weight ETF 3,750719.7K $
47Alphabet Inc 2,046588.3K $
48Schwab US Dividend Equity ETF 18,910580.2K $
49Intuitive Surgical Inc 1,237570.2K $
50Palantir Technologies Inc 3,714543.3K $
51AbbVie Inc 2,467536.5K $
52Vanguard Intermediate-Term Corporate Bond ETF 6,361526.4K $
53Tyler Technologies Inc 1,500513.6K $
54Tesla Inc 1,379512.6K $
55Taiwan Semiconductor Manufacturing Co Ltd 1,428482.6K $
56VanEck Semiconductor ETF 1,250479.3K $
57RTX Corp 2,337450.8K $
58KLA Corp 298438.8K $
59PepsiCo Inc 2,777431.2K $
60Jackson Financial Inc 4,050428.2K $
61State Street SPDR Portfolio S& 9,168417.3K $
62Thermo Fisher Scientific Inc 830408K $
63Eli Lilly & Co 433398.3K $
64Amgen Inc 1,037364.9K $
65FedEx Corp 998355.5K $
66Duke Energy Corp 2,704354.1K $
67Invesco BulletShares 2030 Corp 20,479342.4K $
68SEI Enhanced US Large Cap Value Factor ETF 8,167339.4K $
69Ferguson Enterprises Inc 1,445337.1K $
70VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 4,131327.5K $
71Meta Platforms Inc 571326.7K $
72Pfizer Inc 11,579325.1K $
73SPDR Gold Shares 738317.6K $
74Vanguard Extended Market ETF 1,500308.7K $
75Vanguard Growth ETF 698304.9K $
76Woodside Energy Group Ltd 12,371295.4K $
77Mastercard Inc 566282.8K $
78Starbucks Corp 3,122279.7K $
79Advanced Micro Devices Inc 1,295263.4K $
80Micron Technology Inc 778262.8K $
81SEI Enhanced Low Volatility US Large Cap ETF 8,100261.9K $
82Vanguard High Dividend Yield E 1,766261.5K $
83Vanguard Index Funds 1,405258.9K $
84Entergy Corp 2,301258.5K $
85Broadcom Inc 833257.8K $
86Southern Co/The 2,662256.9K $
87Vanguard Total Bond Market ETF 3,400250.4K $
88Alibaba Group Holding Ltd 1,993250K $
89J P Morgan Exchange Traded Fund Trust 4,324245.1K $
90Procter & Gamble Co/The 1,670241.2K $
91Lamar Advertising Co 1,893239.8K $
92Costco Wholesale Corp 237236.2K $
93Constellation Energy Corp. 845236K $
94NextEra Energy Inc 2,459228.4K $
95Oklo Inc 4,560226.1K $
96Air Products and Chemicals Inc 764221.9K $
97Bank of America Corp 4,378213.4K $
98TALEN ENERGY CORP 667212.9K $
99Walt Disney Co/The 2,200212K $
100Ford Motor Co 18,338211.6K $