Meredith Wealth Planning
All 13F Filings
- Location
- Maryville, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 400,649
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 80 | 400,649 | 13F-HR | Meredith Wealth Planning |
| Q2 2026 | 7/24/2026 | 74 | 423,708 | 13F-HR | Meredith Wealth Planning |
| Q1 2026 | 4/27/2026 | 70 | 369,114 | 13F-HR | Meredith Wealth Planning |
| Q4 2025 | 1/16/2026 | 62 | 335,894 | 13F-HR | Meredith Wealth Planning |
| Q3 2025 | 10/21/2025 | 63 | 315,504 | 13F-HR | Meredith Wealth Planning |
| Q2 2025 | 7/16/2025 | 60 | 275,395 | 13F-HR | Meredith Wealth Planning |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.44 K | 6.4% | 0 | 1.531 K | -1.531 K |
| ETFs | 374.6 K | 93.5% | 0 | 21.88 K | -21.88 K |
| Debt | 647 | 0.2% | 353 | 0 | 353 |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
400,649
Holdings
80
QoQ value change ($000)
-23,059
(-5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.