Meredith Wealth Planning Portfolio Holdings by Sector

Meredith Wealth Planning

$336 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUV DUHP AVDV MTUM AVES DIHP DFCF IMTM 37 stocks	$245 Million 92.37% of portfolio	20	13	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO MU 3 stocks	$4.29 Million 1.62% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$3.61 Million 1.36% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.25 Million 1.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.58 Million 0.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1.43 Million 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.2 Million 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.15 Million 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$621,705 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts

Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$561,429 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$382,419 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$354,790 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology RIOT 1 stocks	$310,947 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$257,357 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HBT 1 stocks	$248,005 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.