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Latest Meredith Wealth Planning Stock Portfolio

Meredith Wealth Planning Performance:
2025 Q4: 2.13%YTD: 16.24%2024: 10.1%
Performance for 2025 Q4 is 2.13%, and YTD is 16.24%, and 2024 is 10.1%.

About Meredith Wealth Planning and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Meredith Wealth Planning reported an equity portfolio of $335.9 Millions as of 31 Dec, 2025.

The top stock holdings of Meredith Wealth Planning are AEMB, AEMB, DFAC. The fund has invested 17.7% of it's portfolio in AMERICAN CENTY ETF TR and 10% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off EA SERIES TRUST, EATON CORP PLC (ETN) and JPMORGAN CHASE & CO. (JPM) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), CATERPILLAR INC (CAT) and AMAZON COM INC (AMZN). Meredith Wealth Planning opened new stock positions in EA SERIES TRUST, MICRON TECHNOLOGY INC (MU) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), AMERICAN CENTY ETF TR (AEMB) and RIOT PLATFORMS INC (RIOT).

Meredith Wealth Planning Annual Return Estimates Vs S&P 500

Our best estimate is that Meredith Wealth Planning made a return of 2.13% in the last quarter. In trailing 12 months, it's portfolio return was 16.24%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ea series trust4,008,980
micron technology inc209,667
vanguard index fds200,213
New stocks bought by Meredith Wealth Planning

Additions

Ticker% Inc.
dimensional etf trust123
american centy etf tr44.93
dimensional etf trust42.28
dimensional etf trust30.37
riot platforms inc22.45
broadcom inc14.79
vanguard world fd10.17
dimensional etf trust3.88
Additions to existing portfolio by Meredith Wealth Planning

Reductions

Ticker% Reduced
ishares tr-47.38
caterpillar inc-16.95
amazon com inc-16.68
walmart inc-14.9
berkshire hathaway inc del-9.06
apple inc-7.85
dimensional etf trust-5.87
vanguard index fds-5.37
Meredith Wealth Planning reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-417,723
ea series trust-511,617
jpmorgan chase & co.-204,399
eaton corp plc-209,954
Meredith Wealth Planning got rid off the above stocks

Sector Distribution

Meredith Wealth Planning has about 95% of it's holdings in Others sector.

Sector%
Others95
Technology2.4
Communication Services1.1

Market Cap. Distribution

Meredith Wealth Planning has about 4.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED95
MEGA-CAP4.5

Stocks belong to which Index?

About 4.8% of the stocks held by Meredith Wealth Planning either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others95
S&P 5004.8
Top 5 Winners (%)%
LLY
eli lilly & co
40.8 %
GOOG
alphabet inc
28.5 %
CAT
caterpillar inc
18.4 %
GLDM
world gold tr
11.4 %
AFK
vaneck etf trust
10.3 %
Top 5 Winners ($)$
AEMB
american centy etf tr
1.6 M
AEMB
american centy etf tr
1.4 M
AEMB
american centy etf tr
1.3 M
DFAC
dimensional etf trust
0.6 M
GOOG
alphabet inc
0.5 M
Top 5 Losers (%)%
RIOT
riot platforms inc
-31.3 %
META
meta platforms inc
-10.1 %
MSFT
microsoft corp
-6.6 %
IBCE
ishares tr
-2.4 %
DFAC
dimensional etf trust
-2.3 %
Top 5 Losers ($)$
IBCE
ishares tr
-0.5 M
DFAC
dimensional etf trust
-0.2 M
RIOT
riot platforms inc
-0.1 M
META
meta platforms inc
-0.1 M
MSFT
microsoft corp
-0.1 M

Meredith Wealth Planning Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Meredith Wealth Planning

Meredith Wealth Planning has 61 stocks in it's portfolio. About 75.7% of the portfolio is in top 10 stocks. IBCE proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Meredith Wealth Planning last quarter.

Last Reported on: 16 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions