Meredith Wealth Planning

**Meredith Wealth Planning** manages $336M across a concentrated portfolio of 62 positions. The strategy shows a significant tilt toward factor-based and thematic equity exposure, evidenced by top holdings such as AVUV ($59.5M) and AVGV ($33.7M). Further allocations include substantial positions in DUHP ($33.3M) and AVDV ($30.3M). This structure suggests a systematic approach targeting specific market premiums within the current investment cycle.

📌 Top Holdings