Meredith Wealth Planning Portfolio Holdings
Meredith Wealth Planning
- $316 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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