Meredith Wealth Planning
•CIK: 1956471•Filing: Q4 2025
**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.
Total AUM
$335.9M
QoQ Performance
+6.5%
Positions
31
Top 10 Concentration
75.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUV
AVGV
DUHP
AVDV
MTUM
AVGE
AVUV17.7%
AVGV10.0%
DUHP9.9%
AVDV9.0%
MTUM6.3%
AVGE6.0%
AVES4.9%
DIHP4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.1%
Technology3.4%
Consumer1.1%
ETF1.1%
Industrial0.2%
Healthcare0.1%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑30 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023