Meredith Wealth Planning - Q42025 Holdings

Meredith Wealth Planning holds 62 stocks with a total portfolio value of $ 335.89M as of Q42025. In Q42025, Meredith Wealth Planning added 3 new positions, increased stakes in 30 stocks, reduced 24 holdings, and fully exited 4 positions. The largest holding is American Centy Etf Tr (AVUV), representing 17.72% of the total portfolio.