Meredith Wealth Planning Portfolio Holdings

Meredith Wealth Planning

  • $275 Billion
  • Q2 2025

Meredith Wealth Planning has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $51.5B, Dimensional ETF Tr Dimensional with a value of $29.3B, American Centy ETF Tr with a value of $27.5B, American Centy ETF Tr Avantis with a value of $26.2B, and Ishares Msci Usa Momentum Fact with a value of $20.9B.

Examining the 13F form we can see an increase of $48.7B in the current position value, from $227B to 275B.

Meredith Wealth Planning is based out at Maryville, IL

Below you can find more details about Meredith Wealth Planning portfolio as well as his latest detailed transactions.

Portfolio value $275 Billion
ETFs: $216 Billion
Technology: $4.44 Billion
Communication Services: $2.83 Billion
Consumer Cyclical: $1.62 Billion
Industrials: $862 Million
Consumer Defensive: $641 Million
Financial Services: $510 Million
Healthcare: $281 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$113B
$226 Million 0.08% of portfolio
819
Q2 2025 New
$153B
$203 Million 0.07% of portfolio
400
Q2 2025 New
$148B
$200 Million 0.07% of portfolio
561
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $275 Billion
  • Prior Value $227 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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