Meredith Wealth Planning

13F filer · CIK 0001956471

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$424MU.S. long equity reported on 13F

Positions262 new · 0 closed

Net flow last quarter+$1.11MBuys minus sells

Top 10 positions weight4.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202626 positions
NVDANvidia Corp	$3.78M	0.89%	0.00%	+0.9%	Q2 2023
GOOGLAlphabet Inc.	$2.7M	0.64%	0.00%	+2.7%	Q4 2022
AAPLApple Inc.	$2.08M	0.49%	0.00%	+4.1%	Q4 2022
AVIVAviv REIT, Inc.	$1.9M	0.45%	0.05%	+33.4%	Q4 2023
MUMicron Technology Inc	$1.45M	0.34%	0.00%	-0.6%	Q4 2025
TSLATesla, Inc.	$1.33M	0.31%	0.00%	-1.4%	Q3 2025
AMZNAmazon Com Inc	$1.26M	0.30%	0.00%	+2.6%	Q4 2022
METAMeta Platforms, Inc.	$1.03M	0.24%	Not reported	-8.8%	Q4 2022
CATCaterpillar Inc	$1.02M	0.24%	0.00%	-2.2%	Q4 2022
SMHMarket Vectors ETF Trust	$981K	0.23%	Not reported	Not reported	Q4 2024
DFAXGulf Resources, Inc.	$975K	0.23%	Not reported	+1.1%	Q2 2025
MSFTMicrosoft Corp	$934K	0.22%	0.00%	-1.8%	Q4 2022
RIOTRiot Platforms, Inc.	$550K	0.13%	0.01%	-18.1%	Q2 2025
STXSeagate Technology Holdings plc	$533K	0.13%	0.00%	Not reported	Q1 2026
WMTWalmart Inc.	$442K	0.10%	0.00%	-6.1%	Q4 2024
HUTHut 8 Corp.	$425K	0.10%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$418K	0.10%	0.00%	-2.0%	Q3 2023
FIXComfort Systems USA Inc	$415K	0.10%	0.00%	+43.2%	Q1 2026
GLDMWorld Gold Trust	$333K	0.08%	0.00%	Not reported	Q3 2025
MCDMcdonalds Corp	$314K	0.07%	0.00%	+0.1%	Q2 2023
HBTHBT Financial, Inc.	$307K	0.07%	0.03%	Not reported	Q4 2023
AVGOBroadcom Inc.	$264K	0.06%	0.00%	-16.3%	Q3 2024
DEDeere & Co	$254K	0.06%	0.00%	+0.3%	Q4 2022
ETNEaton Corp plc	$239K	0.06%	0.00%	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$233K	0.06%	Not reported	Not reported	Q4 2022
PHYSSprott Physical Gold Trust	$208K	0.05%	0.00%	Not reported	Q1 2026
Q1 2026Reported Apr 27, 202624 positions
NVDANvidia Corp	$3.26M	0.88%	0.00%	-7.6%	Q2 2023
GOOGLAlphabet Inc.	$2.11M	0.57%	0.00%	-4.0%	Q4 2022
AAPLApple Inc.	$1.75M	0.47%	0.00%	-27.3%	Q4 2022
AVIVAviv REIT, Inc.	$1.37M	0.37%	0.04%	+0.1%	Q4 2023
TSLATesla, Inc.	$1.2M	0.32%	0.00%	+1.4%	Q3 2025
METAMeta Platforms, Inc.	$1.14M	0.31%	Not reported	+8.7%	Q4 2022
AMZNAmazon Com Inc	$1.07M	0.29%	0.00%	-1.4%	Q4 2022
MSFTMicrosoft Corp	$944K	0.26%	0.00%	+7.6%	Q4 2022
DFAXGulf Resources, Inc.	$890K	0.24%	Not reported	+0.2%	Q2 2025
CATCaterpillar Inc	$694K	0.19%	0.00%	Not reported	Q4 2022
SMHMarket Vectors ETF Trust	$574K	0.16%	Not reported	Not reported	Q4 2024
WMTWalmart Inc.	$517K	0.14%	0.00%	-25.5%	Q4 2024
MUMicron Technology Inc	$426K	0.12%	0.00%	+71.4%	Q4 2025
GLDMWorld Gold Trust	$389K	0.11%	0.00%	Not reported	Q3 2025
MCDMcdonalds Corp	$360K	0.10%	0.00%	-0.2%	Q2 2023
LLYELI LILLY & Co	$327K	0.09%	0.00%	-0.3%	Q3 2023
RIOTRiot Platforms, Inc.	$303K	0.08%	0.01%	Not reported	Q2 2025
AVGOBroadcom Inc.	$259K	0.07%	0.00%	-4.7%	Q3 2024
HBTHBT Financial, Inc.	$256K	0.07%	0.03%	Not reported	Q4 2023
PHYSSprott Physical Gold Trust	$244K	0.07%	0.00%	New	Q1 2026
DEDeere & Co	$226K	0.06%	0.00%	Not reported	Q4 2022
STXSeagate Technology Holdings plc	$216K	0.06%	0.00%	New	Q1 2026
FIXComfort Systems USA Inc	$201K	0.05%	0.00%	New	Q1 2026
ETNEaton Corp plc	$201K	0.05%	0.00%	Not reported	Q2 2025
Q4 2025Reported Jan 16, 202620 positions
NVDANvidia Corp	$3.77M	1.12%	0.00%	+0.8%	Q2 2023
AAPLApple Inc.	$2.58M	0.77%	0.00%	-7.9%	Q4 2022
GOOGLAlphabet Inc.	$2.4M	0.71%	0.00%	-1.6%	Q4 2022
TSLATesla, Inc.	$1.43M	0.42%	0.00%	-1.0%	Q3 2025
AVIVAviv REIT, Inc.	$1.31M	0.39%	0.04%	+1.1%	Q4 2023
METAMeta Platforms, Inc.	$1.21M	0.36%	Not reported	+0.8%	Q4 2022
AMZNAmazon Com Inc	$1.2M	0.36%	0.00%	-16.7%	Q4 2022
MSFTMicrosoft Corp	$1.15M	0.34%	0.00%	+1.6%	Q4 2022
DFAXGulf Resources, Inc.	$856K	0.25%	Not reported	+1.2%	Q2 2025
WMTWalmart Inc.	$622K	0.19%	0.00%	-14.9%	Q4 2024
CATCaterpillar Inc	$561K	0.17%	0.00%	-17.0%	Q4 2022
SMHMarket Vectors ETF Trust	$539K	0.16%	Not reported	Not reported	Q4 2024
LLYELI LILLY & Co	$382K	0.11%	0.00%	+0.3%	Q3 2023
GLDMWorld Gold Trust	$358K	0.11%	0.00%	+3.8%	Q3 2025
MCDMcdonalds Corp	$355K	0.11%	0.00%	-1.2%	Q2 2023
RIOTRiot Platforms, Inc.	$311K	0.09%	0.01%	+22.5%	Q2 2025
AVGOBroadcom Inc.	$304K	0.09%	0.00%	+14.8%	Q3 2024
BRK.BBerkshire Hathaway Inc	$257K	0.08%	Not reported	-9.1%	Q4 2022
HBTHBT Financial, Inc.	$248K	0.07%	0.03%	Not reported	Q4 2023
MUMicron Technology Inc	$210K	0.06%	0.00%	New	Q4 2025
Q3 2025Reported Oct 21, 202521 positions
NVDANvidia Corp	$3.75M	1.19%	0.00%	+305.3%	Q2 2023
AAPLApple Inc.	$2.62M	0.83%	0.00%	+5.1%	Q4 2022
GOOGLAlphabet Inc.	$1.89M	0.60%	0.00%	-5.2%	Q4 2022
TSLATesla, Inc.	$1.42M	0.45%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$1.37M	0.44%	0.00%	+6.8%	Q4 2022
METAMeta Platforms, Inc.	$1.34M	0.42%	Not reported	-2.7%	Q4 2022
AVIVAviv REIT, Inc.	$1.22M	0.39%	0.04%	0.0%	Q4 2023
MSFTMicrosoft Corp	$1.21M	0.38%	0.00%	-3.1%	Q4 2022
DFAXGulf Resources, Inc.	$811K	0.26%	Not reported	+1.4%	Q2 2025
WMTWalmart Inc.	$676K	0.21%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$563K	0.18%	0.00%	Not reported	Q4 2022
SMHMarket Vectors ETF Trust	$488K	0.15%	Not reported	-0.6%	Q4 2024
RIOTRiot Platforms, Inc.	$381K	0.12%	0.01%	Not reported	Q2 2025
MCDMcdonalds Corp	$357K	0.11%	0.00%	+1.6%	Q2 2023
GLDMWorld Gold Trust	$309K	0.10%	0.00%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$283K	0.09%	Not reported	+2.2%	Q4 2022
LLYELI LILLY & Co	$271K	0.09%	0.00%	-1.4%	Q3 2023
AVGOBroadcom Inc.	$252K	0.08%	0.00%	-6.7%	Q3 2024
HBTHBT Financial, Inc.	$242K	0.08%	0.03%	Not reported	Q4 2023
ETNEaton Corp plc	$210K	0.07%	0.00%	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$204K	0.06%	0.00%	New	Q3 2025

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