Meredith Wealth Planning
CIK
1956471
Location
MARYVILLE, IL
Portfolio Value
Small
$423,706,351
Diversification
Highly concentrated
Filing Date
Global Rank
#4,261
/ 8,794
▼ 193
· as of Jun 2026
Top Industry
Semiconductors
27.2%
Period ended 3 months ago
Filed Jul 24, 2026 · 2mo
15 quarters · since Dec 2022
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
40 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
54.1%
−2.4 pts
Top 5
92.4%
−1.2 pts
Top 10
95.8%
−0.6 pts
HHI
3,862
Highly concentrated−401
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 95.2% | $403,534,239 |
| Technology | 2.1% | $9,031,664 |
| Communication Services | 0.9% | $3,724,305 |
| Consumer Cyclical | 0.7% | $2,905,127 |
| Industrials | 0.5% | $1,927,820 |
| Financial Services | 0.4% | $1,723,402 |
| Consumer Defensive | 0.1% | $442,393 |
| Healthcare | 0.1% | $417,401 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ACSG | American Century Small Cap Growth Insights ETF | +107,991 | 2,310,321 | $229,036,249 | |
| DCOR | Dimensional US Core Equity 1 ETF | +75,608 | 3,042,503 | $127,648,883 | |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | +23,570 | 32,003 | $2,421,987 | |
| EDV | Vanguard World Funds Extended Duration ETF | +2,425 | 4,170 | $498,398 | |
| AAPL | Apple Inc. | +283 | 7,181 | $2,077,894 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +268 | 31,354 | $3,421,034 | |
| 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 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +133 | 156,797 | $20,572,502 | |
| FIX | Comfort Systems USA Inc | +63 | 209 | $414,227 | |
| VXUS | Vanguard Total International Stock ETF | +16 | 11,908 | $1,018,014 | |
| 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
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RIOT | Riot Platforms, Inc. | −4,445 | 20,097 | $550,255 | |
| VB | Vanguard Morningstar Small-Cap ETF | −699 | 16,860 | $7,439,753 | |
| AAAA | Amplius Aggressive Asset Allocation ETF | −264 | 125,404 | $6,799,174 | |
| WMT | Walmart Inc. | −252 | 3,906 | $442,393 | |
| META | Meta Platforms, Inc. | −175 | 1,823 | $1,026,877 | |
| BNDW | Vanguard Total World Bond ETF | −170 | 10,393 | $821,358 | |
| 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 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | −14 | 9,354 | $558,340 | |
| 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
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HUT | Hut 8 Corp. | 3,683 | $425,183 | |
| HYSA | BondBloxx USD High Yield Bond Sector Rotation ETF | 6,081 | $305,874 | |
| VBCA | Vanguard Target Maturity 2027 Corporate Bond ETF | 3,300 | $249,711 | |
| BRK-B | Berkshire Hathaway Inc | 466 | $233,181 | |
| VFMF | Vanguard U.S. Multifactor ETF | 845 | $210,835 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 34,948 | $1,743,555 | |
| No positions match the current search. | ||||
40 tracked positions ·
$423,706,351 total
· filing declares
74 positions · $423,707,713
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ACSG |
American Century Small Cap Growth Insights ETF
|
Added | 2,310,321 | $229,036,249 | 54.06% | |
| DCOR |
Dimensional US Core Equity 1 ETF
|
Added | 3,042,503 | $127,648,883 | 30.13% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 156,797 | $20,572,502 | 4.86% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 16,860 | $7,439,753 | 1.76% | |
| AAAA |
Amplius Aggressive Asset Allocation ETF
|
Reduced | 125,404 | $6,799,174 | 1.60% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 18,873 | $3,776,298 | 0.89% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 31,354 | $3,421,034 | 0.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 7,548 | $2,697,428 | 0.64% | |
| VBIL |
Vanguard 0-3 Month Treasury Bill ETF
|
Added | 32,003 | $2,421,987 | 0.57% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,181 | $2,077,894 | 0.49% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,253 | $1,446,325 | 0.34% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 3,173 | $1,334,563 | 0.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,274 | $1,257,005 | 0.30% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,823 | $1,026,877 | 0.24% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 958 | $1,020,174 | 0.24% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 11,908 | $1,018,014 | 0.24% | |
| AFK |
VanEck Africa Index ETF
|
Held | 1,496 | $981,211 | 0.23% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,504 | $934,042 | 0.22% | |
| BNDW |
Vanguard Total World Bond ETF
|
Reduced | 10,393 | $821,358 | 0.19% | |
| AGNG |
Global X Funds Global X Aging Population ETF
|
Held | 11,946 | $757,264 | 0.18% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Reduced | 9,354 | $558,340 | 0.13% | |
| RIOT |
Riot Platforms, Inc.
Financial Services
|
Reduced | 20,097 | $550,255 | 0.13% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 552 | $532,680 | 0.13% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 4,170 | $498,398 | 0.12% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Held | 13,224 | $460,327 | 0.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,906 | $442,393 | 0.10% | |
| HUT |
Hut 8 Corp.
Financial Services
|
NEW | 3,683 | $425,183 | 0.10% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 348 | $417,401 | 0.10% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Added | 209 | $414,227 | 0.10% | |
| GLDM |
World Gold Trust
|
Held | 4,197 | $333,325 | 0.08% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,160 | $313,559 | 0.07% | |
| HBT |
HBT Financial, Inc.
Financial Services
|
Held | 9,594 | $306,912 | 0.07% | |
| HYSA |
BondBloxx USD High Yield Bond Sector Rotation ETF
|
NEW | 6,081 | $305,874 | 0.07% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 700 | $264,425 | 0.06% | |
| DE |
Deere & Co
Industrials
|
Added | 401 | $254,366 | 0.06% | |
| VBCA |
Vanguard Target Maturity 2027 Corporate Bond ETF
|
NEW | 3,300 | $249,711 | 0.06% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 561 | $239,053 | 0.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 466 | $233,181 | 0.06% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
NEW | 845 | $210,835 | 0.05% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Held | 6,890 | $207,871 | 0.05% |
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.