Meredith Wealth Planning

Q1 2026 13F-HR Holdings

Location
Maryville, IL
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$369,114
Net value change ($000)
+33,220 (9.9%)
New positions
11
Sold out positions
3
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DUHP 10,777 32.3%
DIHP 7,813 50.4%
AVGV 7,769 23.1%
AVUV 5,883 9.9%
AVGE 4,530 22.7%
DFGP 3,543 49.6%
AVDE 2,233 68.2%
AVUS 2,212 22.1%
DFCF 1,983 15.5%
DFSD 1,508 24.5%
Top Reduces (Value $000, Stocks/ETFs)
MTUM -12,006 -56.4%
IMTM -7,279 -63.7%
AAPL -827 -32.1%
NVDA -514 -13.6%
GOOGL -284 -11.8%
BRK-B -257 -100.0%
AVIG -243 -100.0%
TSLA -231 -16.2%
AAEQ -228 -5.7%
DGCB -218 -8.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type