Meredith Wealth Planning

CIK

1956471

Location

MARYVILLE, IL

Portfolio Value

Micro $20,505,437

Diversification

Diversified

Filing Date

Global Rank

#7,776 / 8,517 ▲ 446

Top Industry

Semiconductors 27.2%

3Y Alpha vs SPY

+28.7%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+233.1%

SPY

+75.3%

Annualised alpha

+28.8%

Max drawdown

−23.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.4%

−0.1 pts

Top 5

55.3%

+1.6 pts

Top 10

78.6%

+0.8 pts

HHI

860

Diversified+27

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.0%	$9,031,664	6
Communication Services	18.2%	$3,724,305	2
Consumer Cyclical	14.2%	$2,905,127	3
Industrials	9.4%	$1,927,820	4
Financial Services	8.4%	$1,723,402	5
Consumer Defensive	2.2%	$442,393	1
Healthcare	2.0%	$417,401	1
Unclassified	1.6%	$333,325	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+283	7,181	$2,077,894
GOOGL	Alphabet Inc.	+195	7,548	$2,697,428
NVDA	Nvidia Corp	+175	18,873	$3,776,298
AMZN	Amazon Com Inc	+133	5,274	$1,257,005
FIX	Comfort Systems USA Inc	+63	209	$414,227
DE	Deere & Co	+1	401	$254,366
MCD	Mcdonalds Corp	+1	1,160	$313,559
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
RIOT	Riot Platforms, Inc.	−4,445	20,097	$550,255
WMT	Walmart Inc.	−252	3,906	$442,393
META	Meta Platforms, Inc.	−175	1,823	$1,026,877
AVGO	Broadcom Inc.	−136	700	$264,425
MSFT	Microsoft Corp	−46	2,504	$934,042
TSLA	Tesla, Inc.	−45	3,173	$1,334,563
CAT	Caterpillar Inc	−22	958	$1,020,174
MU	Micron Technology Inc	−7	1,253	$1,446,325
LLY	ELI LILLY & Co	−7	348	$417,401
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
HUT	Hut 8 Corp.	3,683	$425,183
BRK-B	Berkshire Hathaway Inc	466	$233,181
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	11,892	$916,992
VBIL	Vanguard 0-3 Month Treasury Bill ETF	8,433	$637,956
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $20,505,437 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	18,873	+175	$3,776,298	+15.8%	18.42%
GOOGL	Alphabet Inc. Communication Services	Added	7,548	+195	$2,697,428	+27.6%	13.15%
AAPL	Apple Inc. Technology	Added	7,181	+283	$2,077,894	+18.7%	10.13%
MU	Micron Technology Inc Technology	Reduced	1,253	-7	$1,446,325	+239.8%	7.05%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,173	-45	$1,334,563	+11.6%	6.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,274	+133	$1,257,005	+17.4%	6.13%
META	Meta Platforms, Inc. Communication Services	Reduced	1,823	-175	$1,026,877	−10.2%	5.01%
CAT	Caterpillar Inc Industrials	Reduced	958	-22	$1,020,174	+46.9%	4.98%
MSFT	Microsoft Corp Technology	Reduced	2,504	-46	$934,042	−1.0%	4.56%
RIOT	Riot Platforms, Inc. Financial Services	Reduced	20,097	-4,445	$550,255	+81.4%	2.68%
STX	Seagate Technology Holdings plc Technology	Held	552	0	$532,680	+146.3%	2.60%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,906	-252	$442,393	−14.4%	2.16%
HUT	Hut 8 Corp. Financial Services	NEW	3,683	NEW	$425,183	NEW	2.07%
LLY	ELI LILLY & Co Healthcare	Reduced	348	-7	$417,401	+27.8%	2.04%
FIX	Comfort Systems USA Inc Industrials	Added	209	+63	$414,227	+105.7%	2.02%
GLDM	World Gold Trust	Held	4,197	0	$333,325	−14.3%	1.63%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,160	+1	$313,559	−12.9%	1.53%
HBT	HBT Financial, Inc. Financial Services	Held	9,594	0	$306,912	+19.7%	1.50%
AVGO	Broadcom Inc. Technology	Reduced	700	-136	$264,425	+2.2%	1.29%
DE	Deere & Co Industrials	Added	401	+1	$254,366	+12.9%	1.24%
ETN	Eaton Corp plc Industrials	Held	561	0	$239,053	+19.1%	1.17%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	466	NEW	$233,181	NEW	1.14%
PHYS	Sprott Physical Gold Trust Financial Services	Held	6,890	0	$207,871	−14.9%	1.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.