Meredith Wealth Planning Portfolio Holdings

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.