Meredith Wealth Planning portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · $400,649,094 in Form 13F holdings
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Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 80 | $400,649,094 | +$56,324,594 | -$73,670,582 | -$17,345,988 | AVUV, AVGV, AVDV, AVGE, VGIT | 13F-HR | 14 Oct 2026, 14:17 |
| Q2 2026 | 74 | $423,707,713 | +$18,446,696 | -$4,103,604 | +$14,343,092 | AVUV, AVGV, DUHP, AVDV, AVGE | 13F-HR | 24 Jul 2026, 15:28 |
| Q1 2026 | 70 | $369,113,917 | +$47,865,048 | -$21,563,205 | +$26,301,843 | AVUV, DUHP, AVGV, AVDV, AVGE | 13F-HR | 27 Apr 2026, 10:13 |
| Q4 2025 | 62 | $335,893,817 | +$17,514,716 | -$4,176,924 | +$13,337,792 | AVUV, AVGV, DUHP, AVDV, MTUM | 13F-HR | 16 Jan 2026, 11:40 |
| Q3 2025 | 63 | $315,503,532 | +$21,174,562 | -$1,797,504 | +$19,377,058 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 21 Oct 2025, 13:22 |
| Q2 2025 | 60 | $275,395,261 | +$31,016,246 | -$1,852,415 | +$29,163,831 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 16 Jul 2025, 15:25 |
| Q1 2025 | 51 | $226,712,838 | +$8,657,086 | -$2,330,829 | +$6,326,257 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 07 May 2025, 21:32 |
| Q4 2024 | 51 | $224,361,334 | +$20,390,963 | -$383,606 | +$20,007,357 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 31 Jan 2025, 11:04 |
| Q3 2024 | 46 | $209,524,612 | +$8,964,434 | -$1,757,248 | +$7,207,186 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 18 Oct 2024, 12:02 |
| Q2 2024 | 44 | $190,850,815 | +$14,131,359 | -$1,185,660 | +$12,945,699 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 24 Jul 2024, 13:46 |
| Q1 2024 | 41 | $179,244,945 | +$8,917,245 | -$2,047,205 | +$6,870,040 | AVUV, DUHP, AVDV, AVGV, MTUM | 13F-HR | 23 Apr 2024, 10:41 |
| Q4 2023 | 43 | $160,868,684 | +$30,735,066 | -$19,173,774 | +$11,561,292 | AVUV, AVDV, DUHP, AVGV, MTUM | 13F-HR | 25 Jan 2024, 10:43 |
| Q3 2023 | 42 | $134,513,523 | +$14,322,114 | -$819,367 | +$13,502,747 | AVUV, MTUM, AVDV, AVES, IMTM | 13F-HR | 16 Oct 2023, 09:35 |
| Q2 2023 | 39 | $122,927,257 | +$6,788,287 | -$11,884,163 | -$5,095,876 | AVUV, MTUM, AVDV, AVES, IMTM | 13F-HR | 14 Jul 2023, 14:30 |
| Q1 2023 | 61 | $124,221,050 | +$12,439,131 | -$6,458,071 | +$5,981,060 | AVUV, MTUM, AVDV, IMTM, AVES | 13F-HR | 24 Apr 2023, 09:30 |
| Q4 2022 | 60 | $116,104,457 | $0 | $0 | $0 | AVUV, MTUM, AVDV, IMTM, AVES | 13F-HR | 01 Feb 2023, 15:11 |
Showing 1-16 of 16 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 14 Oct 2026
- Latest reported 13F value
- $400,649,094
- Largest 13F holdings
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AVUV AVGV AVDV AVGE VGIT DIHP AVES DFGP AVUS MTUM VGSH DFSD
+8 more
AVDE IMTM NVDA DEHP SLYV DFCF GOOGL VBIL - Form 13F summary
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- Meredith Wealth Planning Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Meredith Wealth Planning reported 80 equity holdings with a total reported market value of $400,649,094 for Q3 2026. Top reported holdings included AVUV, AVGV, AVDV, AVGE, and VGIT.
- Manager signature
- Mark Meredith - Managing Principal
- Manager location
- Maryville, IL
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value