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Meredith Wealth Planning - Portfolio Stock Holdings

Meredith Wealth Planning disclosed 76 stock positions in a recent SEC 13F filing. $423,706,416 of stock holdings were filed, with the largest holdings including AVUV, AVGV, and DUHP. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

76

Est. Stock Holding Value:

$423,706,416

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Meredith Wealth Planning

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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