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Meredith Wealth Planning - Q12026 Holdings

Meredith Wealth Planning holds 70 stocks with a total portfolio value of $ 369.11M as of Q12026. In Q12026, Meredith Wealth Planning added 11 new positions, increased stakes in 31 stocks, reduced 19 holdings, and fully exited 3 positions. The largest holding is American Centy Etf Tr (AVUV), representing 17.72% of the total portfolio.

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