Meredith Wealth Planning Portfolio Holdings
Q3 2025•62 long positions•$315.0M portfolio value
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Holding63 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $58.0M 18.42% | +$1.7M Bought | — 583.1K shares | 565.6K → 583.1K +$1.7M | +3.09% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $33.1M 10.51% | +$2.0M Bought | — 876.4K shares | 824.6K → 876.4K +$2.0M | +6.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $32.0M 10.16% | +$2.3M Bought | — 455.2K shares | 422.3K → 455.2K +$2.3M | +7.78% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $29.3M 9.3% | -$128.7K Sold | — 329.2K shares | 330.7K → 329.2K −$128.7K | -0.44% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $21.9M 6.96% | -$440.3K Sold | — 85.4K shares | 87.2K → 85.4K −$440.3K | -1.97% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $16.0M 5.07% | +$396.7K Bought | — 278.4K shares | 271.4K → 278.4K +$396.7K | +2.55% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.4M 4.57% | +$1.2M Bought | — 473.7K shares | 435.3K → 473.7K +$1.2M | +8.82% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.4M 4.25% | +$1.1M Bought | — 160.6K shares | 146.9K → 160.6K +$1.1M | +9.32% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $12.4M 3.94% | +$1.0M Bought | — 290.3K shares | 266.1K → 290.3K +$1.0M | +9.11% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.2M 3.56% | -$189.8K Sold | — 234.0K shares | 237.9K → 234.0K −$189.8K | -1.67% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.0M 3.17% | +$997.1K Bought | — 91.8K shares | 82.7K → 91.8K +$997.1K | +11.1% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.2M 1.64% | +$1.2M Bought | — 92.8K shares | 71.5K → 92.8K +$1.2M | +29.85% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.8M 1.51% | +$1.7M Bought | — 98.7K shares | 63.9K → 98.7K +$1.7M | +54.5% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $3.7M 1.19% | +$2.8M Bought | 0.0% 20.1K shares | 5.0K → 20.1K +$2.8M | +305.29% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.2M 1.02% | +$355.8K Bought | — 40.9K shares | 36.4K → 40.9K +$355.8K | +12.39% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 1.01% | -$61.4K Sold | — 9.7K shares | 9.9K → 9.7K −$61.4K | -1.89% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 0.997% | +$306.2K Bought | — 5.1K shares | 4.6K → 5.1K +$306.2K | +10.8% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.0M 0.966% | +$117.4K Bought | — 99.6K shares | 95.8K → 99.6K +$117.4K | +4.01% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.8M 0.875% | +$609.6K Bought | — 49.7K shares | 38.7K → 49.7K +$609.6K | +28.39% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.7M 0.86% | +$14.1K Bought | — 30.6K shares | 30.4K → 30.6K +$14.1K | +0.52% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $2.6M 0.832% | +$128.1K Bought | 0.0% 10.3K shares | 9.8K → 10.3K +$128.1K | +5.14% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.9M 0.601% | -$104.3K Sold | 0.0% 7.8K shares | 8.2K → 7.8K −$104.3K | -5.22% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.547% | +$64.7K Bought | — 34.4K shares | 33.1K → 34.4K +$64.7K | +3.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.5M 0.475% | -$16.9K Sold | — 14.9K shares | 15.0K → 14.9K −$16.9K | -1.12% | — — | Q1 2025 Held for 8 months | |
Auto - Manufacturers Consumer Cyclical | $1.4M 0.452% | +$1.4M New | 0.0% 3.2K shares | 0 → 3.2K +$1.4M | New | $1.48T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.4M 0.438% | -$3.7K Sold | — 23.7K shares | 23.8K → 23.7K −$3.7K | -0.27% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $1.4M 0.436% | +$87.8K Bought | 0.0% 6.3K shares | 5.9K → 6.3K +$87.8K | +6.83% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.3M 0.425% | -$37.5K Sold | 0.0% 1.8K shares | 1.9K → 1.8K −$37.5K | -2.72% | $1.84T Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $1.2M 0.388% | -$472.1 Sold | — 18.1K shares | 18.2K → 18.1K −$472.1 | -0.04% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $1.2M 0.384% | -$38.8K Sold | 0.0% 2.3K shares | 2.4K → 2.3K −$38.8K | -3.11% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.364% | -$151.2K Sold | — 24.6K shares | 27.8K → 24.6K −$151.2K | -11.65% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $962.2K 0.305% | -$347.6K Sold | — 18.9K shares | 25.8K → 18.9K −$347.6K | -26.54% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $930.8K 0.295% | +$557.8K Bought | — 19.4K shares | 7.8K → 19.4K +$557.8K | +149.52% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $922.5K 0.293% | -$11.7K Sold | — 11.5K shares | 11.7K → 11.5K −$11.7K | -1.26% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $922.3K 0.293% | +$12.8K Bought | — 23.9K shares | 23.6K → 23.9K +$12.8K | +1.41% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $884.8K 0.281% | +$440.8 Bought | — 12.0K shares | 12.0K → 12.0K +$440.8 | +0.05% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $810.8K 0.257% | +$11.3K Bought | — 25.8K shares | 25.5K → 25.8K +$11.3K | +1.42% | — — | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $675.8K 0.215% | — | 0.0% 6.6K shares | — | — | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $615.9K 0.196% | -$1.1K Sold | — 5.6K shares | 5.6K → 5.6K −$1.1K | -0.18% | — — | Q4 2022 Held for 2y 11m | |
Agricultural - Machinery Industrials | $563.1K 0.179% | — | 0.0% 1.2K shares | — | — | $223.53B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $547.8K 0.174% | -$29.0K Sold | — 10.1K shares | 10.6K → 10.1K −$29.0K | -5.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $496.6K 0.158% | — | — 10.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $488.2K 0.155% | -$2.9K Sold | — 1.5K shares | 1.5K → 1.5K −$2.9K | -0.6% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $474.3K 0.151% | +$2.1K Bought | — 14.9K shares | 14.8K → 14.9K +$2.1K | +0.45% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $417.7K 0.133% | +$4.4K Bought | — 16.6K shares | 16.4K → 16.6K +$4.4K | +1.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $385.0K 0.122% | — | — 13.2K shares | — | — | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $381.4K 0.121% | — | 0.005% 20.0K shares | — | — | $7.0B Mid Cap | Q2 2025 Held for 5 months | |
ETF ETF | $377.9K 0.12% | -$6.9K Sold | — 5.7K shares | 5.8K → 5.7K −$6.9K | -1.78% | — — | Q4 2022 Held for 2y 11m | |
Restaurants Consumer Cyclical | $357.0K 0.113% | +$5.8K Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$5.8K | +1.64% | $216.86B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $352.2K 0.112% | +$746.2 Bought | — 472.0 shares | 471.0 → 472.0 +$746.2 | +0.21% | — — | Q3 2024 Held for 1y 2m |
