Meriwether Wealth & Planning, LLC
Meriwether Wealth & Planning, LLC is an investment advisory firm headquartered in Minden, Louisiana. The firm was formed in December 2020 and is principally owned by Andrew Pendergrass, Jeremy Pendergrass, and Tracy Campbell. As of March 2025, the firm manages approximately $219,777,242 in assets for 1,166 clients and offers a comprehensive range of services including portfolio management, financial planning, pension consulting, and selection of other advisers. With a team of 7 financial advisors, Meriwether serves individuals, families, business owners, and retirement plans by delivering highly personalized advice and relationship-based guidance.
Investment Strategy
Meriwether Wealth & Planning, LLC provides personalized, discretionary portfolio management, tailoring investment strategies to each client's goals, values, and risk tolerance. The firm emphasizes individualized financial planning, ongoing communication, and regular reviews to ensure strategies are responsive to client circumstances. Advisers use a consultative process to develop and implement investment plans, with ongoing monitoring and adjustments, and also offer business services including employer plan consulting, tax optimization, and valuations.
Latest 13F Filing Activity
Meriwether Wealth & Planning, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 126 equity positions with a total 13F market value of $173M. The fund increased holdings in Schwab Strategic TR, Exxon Mobil Corp., Schwab Strategic TR among other positions. Meriwether Wealth & Planning, LLC reduced exposure to Oracle Corp., Carmax Inc., Comcast Corp. New among others.
Top Holdings
Equity Positions (126)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 13.35% | $23.0M | 722,280 | $27.73 | $31.91 | +$2.8M |
S SCHV | SCHWAB STRATEGIC TR | 12.41% | $21.4M | 735,542 | $26.38 | $29.11 | +$2.2M |
F FBND | FIDELITY MERRIMACK STR TR | 9.51% | $16.4M | 355,052 | $44.99 | $46.24 | +$625.1K |
B BSCR | INVESCO EXCH TRD SLF IDX FD | 3.74% | $6.5M | 327,618 | $19.59 | $19.71 | +$188.1K |
B BSCQ | INVESCO EXCH TRD SLF IDX FD | 3.37% | $5.8M | 297,252 | $19.48 | $19.56 | +$190.9K |
Industry Allocation
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