Meredith Wealth Planning Portfolio Holdings

Meredith Wealth Planning

  • $227 Billion
  • Q1 2025

Meredith Wealth Planning has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 51 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 $41.8B, Dimensional ETF Tr Dimensional with a value of $25.2B, American Centy ETF Tr with a value of $24B, American Centy ETF Tr Avantis with a value of $21.3B, and Ishares Msci Usa Momentum Fact with a value of $16.8B.

Examining the 13F form we can see an increase of $2.35B in the current position value, from $224B to 227B.

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 $227 Billion
ETFs: $179 Billion
Technology: $3.59 Billion
Communication Services: $2.35 Billion
Consumer Cyclical: $1.45 Billion
Healthcare: $558 Million
Financial Services: $496 Million
Industrials: $389 Million
Consumer Defensive: $231 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.8 Billion 18.44% of portfolio
479,513
Q1 2025 Added 1.98%
$0
$25.2 Billion 11.12% of portfolio
760,626
Q1 2025 Added 4.66%
American Centy ETF Tr
-
$24 Billion 10.6% of portfolio
-
Q1 2025 Added 3.35%
$0
$21.3 Billion 9.4% of portfolio
305,518
Q1 2025 Added 1.29%
$0
$16.8 Billion 7.4% of portfolio
83,014
Q1 2025 Reduced 2.41%
$0
$11.4 Billion 5.04% of portfolio
424,472
Q1 2025 Added 4.17%
$0
$11.1 Billion 4.91% of portfolio
236,254
Q1 2025 Added 2.97%
$0
$10.1 Billion 4.46% of portfolio
240,345
Q1 2025 Added 3.86%
$0
$9.14 Billion 4.03% of portfolio
228,883
Q1 2025 Reduced 0.89%
-
$7.21 Billion 3.18% of portfolio
-
Q1 2025 Added 22.07%
$0
$6.21 Billion 2.74% of portfolio
67,178
Q1 2025 Reduced 0.19%
Dimensional ETF Trust
-
$3.43 Billion 1.51% of portfolio
-
Q1 2025 Added 0.4%
$0
$2.89 Billion 1.27% of portfolio
60,712
Q1 2025 Added 8.83%
$0
$2.5 Billion 1.1% of portfolio
9,081
Q1 2025 Reduced 3.01%
$0
$2.39 Billion 1.05% of portfolio
4,645
Q1 2025 Reduced 0.75%
$0
$2.23 Billion 0.98% of portfolio
88,448
Q1 2025 Added 2.23%
$0
$2.08 Billion 0.92% of portfolio
41,829
Q1 2025 Added 10.27%
$0
$2.07 Billion 0.91% of portfolio
31,253
Q1 2025 Added 4.96%
$0
$1.96 Billion 0.86% of portfolio
24,988
Q1 2025 Added 2.2%
$0
$1.94 Billion 0.86% of portfolio
19,320
Q1 2025 New
Dimensional ETF Trust
-
$1.85 Billion 0.81% of portfolio
-
Q1 2025 Added 6.5%
$0
$1.27 Billion 0.56% of portfolio
16,060
Q1 2025 Reduced 5.28%
$993B
$1.27 Billion 0.56% of portfolio
8,207
Q1 2025 Reduced 0.05%
$0
$1.18 Billion 0.52% of portfolio
27,688
Q1 2025 Added 0.26%
$0
$1.16 Billion 0.51% of portfolio
20,523
Q1 2025 Added 2.02%
$2.21T
$1.09 Billion 0.48% of portfolio
5,749
Q1 2025 Reduced 2.23%
$1.5T
$1.08 Billion 0.47% of portfolio
1,867
Q1 2025 Reduced 0.32%
$0
$1.02 Billion 0.45% of portfolio
19,794
Q1 2025 Reduced 0.07%
Dimensional ETF Trust
-
$984 Million 0.43% of portfolio
-
Q1 2025 Reduced 27.91%
$3.52T
$901 Million 0.4% of portfolio
2,399
Q1 2025 Reduced 2.6%
$0
$728 Million 0.32% of portfolio
11,726
Q1 2025 Added 0.05%
$0
$542 Million 0.24% of portfolio
5,565
Q1 2025 Reduced 0.73%
$355B
$524 Million 0.23% of portfolio
4,831
Q1 2025 Reduced 18.23%
$0
$474 Million 0.21% of portfolio
10,475
Q1 2025 Reduced 9.84%
$0
$408 Million 0.18% of portfolio
16,241
Q1 2025 Added 0.66%
$189B
$389 Million 0.17% of portfolio
1,180
Q1 2024 Reduced 13.81%
$224B
$361 Million 0.16% of portfolio
1,155
Q1 2025 Reduced 3.51%
$0
$311 Million 0.14% of portfolio
5,767
Q4 2024 Added 1.34%
$0
$316 Million 0.14% of portfolio
1,496
Q4 2024 New
$0
$309 Million 0.14% of portfolio
6,490
Q1 2025 Added 4.01%
$735B
$300 Million 0.13% of portfolio
363
Q3 2024 Reduced 2.16%
$0
$289 Million 0.13% of portfolio
11,937
Q1 2025 Reduced 0.31%
$0
$262 Million 0.12% of portfolio
466
Q1 2025 Added 0.22%
$648B
$281 Million 0.12% of portfolio
527
Q1 2025 Added 2.93%
$284B
$258 Million 0.11% of portfolio
493
Q1 2025 New
$0
$255 Million 0.11% of portfolio
471
Q1 2025 Added 0.21%
$265B
$231 Million 0.1% of portfolio
2,628
Q4 2024 New
$0
$220 Million 0.1% of portfolio
2,397
Q1 2025 New
$0
$232 Million 0.1% of portfolio
5,593
Q1 2025 Added 0.25%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $227 Billion
  • Prior Value $224 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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