Meredith Wealth Planning
All 13F Filings
- Location
- Maryville, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 335,894
- 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 |
|---|---|---|---|---|---|
| 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 | 310.8 K | 92.5% | 19.32 K | 0 | 19.32 K |
| ETFs | 24.85 K | 7.4% | 1.488 K | 0 | 1.488 K |
| Debt | 290 | 0.1% | 0 | 415 | -415 |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
335,894
Holdings
62
QoQ value change ($000)
20,390
(6.5%)
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.