Meredith Wealth Planning has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $316 Billion distributed in 63 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 $58B, Dimensional ETF Tr Dimensional with a value of $33.1B, American Centy ETF Tr with a value of $32B, American Centy ETF Tr Avantis with a value of $29.3B, and Ishares Msci Usa Momentum Fact with a value of $21.9B.
Examining the 13F form we can see an increase of $40.1B in the current position value, from $275B to 316B.
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.
