Meredith Wealth Planning Portfolio Holdings

Meredith Wealth Planning

  • $336 Billion
  • Q4 2025

Meredith Wealth Planning has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $336 Billion distributed in 62 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 $59.5B, American Centy ETF Tr with a value of $33.7B, Dimensional ETF Tr Dimensional with a value of $33.3B, American Centy ETF Tr Avantis with a value of $30.3B, and Ishares Msci Usa Momentum Fact with a value of $21.3B.

Examining the 13F form we can see an increase of $20.4B in the current position value, from $316B to 336B.

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 $336 Billion
ETFs: $248 Billion
Technology: $8.32 Billion
Communication Services: $3.61 Billion
Consumer Cyclical: $2.99 Billion
Consumer Defensive: $622 Million
Industrials: $561 Million
Financial Services: $505 Million
Healthcare: $382 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$3.77 Billion 1.12% of portfolio
20,239
Q4 2025 Added 0.76%
$4.3T
$2.58 Billion 0.77% of portfolio
9,483
Q4 2025 Reduced 7.85%
$1.65T
$2.4 Billion 0.71% of portfolio
7,661
Q4 2025 Reduced 1.58%
$1.29T
$1.43 Billion 0.42% of portfolio
3,173
Q4 2025 Reduced 0.97%
$2.39T
$1.2 Billion 0.36% of portfolio
5,215
Q4 2025 Reduced 16.68%
$1.37T
$1.21 Billion 0.36% of portfolio
1,839
Q4 2025 Added 0.82%
$3.78T
$1.15 Billion 0.34% of portfolio
2,371
Q4 2025 Added 1.59%
$279B
$622 Million 0.19% of portfolio
5,580
Q4 2025 Reduced 14.9%
$291B
$561 Million 0.17% of portfolio
980
Q4 2025 Reduced 16.95%
$224B
$355 Million 0.11% of portfolio
1,161
Q4 2025 Reduced 1.19%
$971B
$382 Million 0.11% of portfolio
356
Q4 2025 Added 0.28%
$662B
$257 Million 0.08% of portfolio
512
Q4 2025 Reduced 9.06%
$268B
$210 Million 0.06% of portfolio
735
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $336 Billion
  • Prior Value $316 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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