Meredith Wealth Planning
All 13F Filings
- Location
- Maryville, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 369,114
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 21.74 K | 5.9% | 0 | 289 K | -289 K |
| ETFs | 347.1 K | 94.0% | 322.2 K | 0 | 322.2 K |
| Debt | 291 | 0.1% | 1 | 0 | 1 |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
369,114
Holdings
70
QoQ value change ($000)
33,220
(9.9%)
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.