Meredith Wealth Planning

CIK

1956471

Location

MARYVILLE, IL

Portfolio Value

Micro $16,098,699

Diversification

Diversified

Filing Date

Global Rank

#7,499 / 8,232 ▲ 185

Top Industry

Semiconductors 25.1%

3Y Alpha vs SPY

+2.4%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+86.9%

SPY

+76.3%

Annualised alpha

+2.4%

Max drawdown

−23.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.3%

−1.5 pts

Top 5

58.8%

−6.9 pts

Top 10

81.5%

−6.7 pts

HHI

954

Diversified−188

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.6%	$6,856,186	6
Communication Services	20.2%	$3,257,543	2
Consumer Cyclical	16.3%	$2,627,212	3
Industrials	8.2%	$1,321,594	4
Financial Services	5.0%	$803,871	3
Consumer Defensive	3.2%	$516,756	1
Unclassified	2.4%	$389,019	1
Healthcare	2.0%	$326,518	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	+525	1,260	$425,678
MSFT	Microsoft Corp	+179	2,550	$943,933
META	Meta Platforms, Inc.	+159	1,998	$1,143,115
TSLA	Tesla, Inc.	+45	3,218	$1,196,291
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−2,585	6,898	$1,750,643
NVDA	Nvidia Corp	−1,541	18,698	$3,260,931
WMT	Walmart Inc.	−1,422	4,158	$516,756
GOOGL	Alphabet Inc.	−308	7,353	$2,114,428
AMZN	Amazon Com Inc	−74	5,141	$1,070,716
AVGO	Broadcom Inc.	−41	836	$258,750
MCD	Mcdonalds Corp	−2	1,159	$360,205
LLY	ELI LILLY & Co	−1	355	$326,518
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
PHYS	Sprott Physical Gold Trust	6,890	$244,181
DE	Deere & Co	400	$225,320
STX	Seagate Technology Holdings plc	552	$216,251
FIX	Comfort Systems USA Inc	146	$201,332
ETN	Eaton Corp plc	561	$200,652
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BRK-B	Berkshire Hathaway Inc	512	$257,356
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $16,098,699 total · as of Mar 31, 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	Reduced	18,698	-1,541	$3,260,931	−13.6%	20.26%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,353	-308	$2,114,428	−11.8%	13.13%
AAPL	Apple Inc. Technology	Reduced	6,898	-2,585	$1,750,643	−32.1%	10.87%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,218	+45	$1,196,291	−16.2%	7.43%
META	Meta Platforms, Inc. Communication Services	Added	1,998	+159	$1,143,115	−5.8%	7.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,141	-74	$1,070,716	−11.0%	6.65%
MSFT	Microsoft Corp Technology	Added	2,550	+179	$943,933	−17.7%	5.86%
CAT	Caterpillar Inc Industrials	Held	980	0	$694,290	+23.7%	4.31%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,158	-1,422	$516,756	−16.9%	3.21%
MU	Micron Technology Inc Technology	Added	1,260	+525	$425,678	+102.9%	2.64%
GLDM	World Gold Trust	Held	4,197	0	$389,019	+8.6%	2.42%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,159	-2	$360,205	+1.5%	2.24%
LLY	ELI LILLY & Co Healthcare	Reduced	355	-1	$326,518	−14.7%	2.03%
RIOT	Riot Platforms, Inc. Financial Services	Held	24,542	0	$303,339	−2.4%	1.88%
AVGO	Broadcom Inc. Technology	Reduced	836	-41	$258,750	−14.8%	1.61%
HBT	HBT Financial, Inc. Financial Services	Held	9,594	0	$256,351	+3.4%	1.59%
PHYS	Sprott Physical Gold Trust Financial Services	NEW	6,890	NEW	$244,181	NEW	1.52%
DE	Deere & Co Industrials	NEW	400	NEW	$225,320	NEW	1.40%
STX	Seagate Technology Holdings plc Technology	NEW	552	NEW	$216,251	NEW	1.34%
FIX	Comfort Systems USA Inc Industrials	NEW	146	NEW	$201,332	NEW	1.25%
ETN	Eaton Corp plc Industrials	NEW	561	NEW	$200,652	NEW	1.25%