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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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