Meredith Wealth Planning - Portfolio Stock Holdings
Meredith Wealth Planning disclosed 85 stock positions in a recent SEC 13F filing. $400,648,927 of stock holdings were filed, with the largest holdings including AVUV, AVGV, and AVDV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.Report Period:
Sept. 30, 2026No. of Stocks:
85Est. Stock Holding Value:
$400,648,927Top Stock Holdings By Sector
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Portfolio Stock Holdings - Meredith Wealth Planning
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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