Long-term investor

Meriwether Wealth & Planning, LLC @meriwetherwealthplanning

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055554).

Record

  • Tracked since 2025-06-30 (454 days), 90 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +955.7% · all +955.7%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524409 · 11.6% · long · since 2025-06-30
  • 808524300 · 11.0% · long · since 2025-06-30
  • 316188309 · 9.1% · long · since 2025-06-30
  • 921909768 · 5.8% · long · since 2026-03-31
  • 09290C103 · 4.1% · long · since 2026-06-30
  • 46138J783 · 3.7% · long · since 2025-06-30
  • 808524607 · 3.6% · long · since 2025-12-31
  • 46138J643 · 3.5% · long · since 2026-03-31
  • XOM · 2.6% · long · since 2025-06-30
  • JPM · 2.0% · long · since 2025-06-30
  • 78468R606 · 1.8% · long · since 2025-06-30
  • 02079K107 · 1.7% · long · since 2025-06-30

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