Notify me when Meredith Wealth Planning files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 62 | $335,893,817 | +$17,514,716 | -$4,176,924 | +$13,337,792 | AVUV, AVGV, DUHP, AVDV, MTUM | 13F-HR | 16 Jan 2026, 11:40 |
| Q3 2025 | 63 | $315,503,532 | +$21,174,562 | -$1,797,504 | +$19,377,058 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 21 Oct 2025, 13:22 |
| Q2 2025 | 60 | $275,395,261 | +$31,016,246 | -$1,852,415 | +$29,163,831 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 16 Jul 2025, 15:25 |
| Q1 2025 | 51 | $226,712,838 | +$8,657,086 | -$2,330,829 | +$6,326,257 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 07 May 2025, 21:32 |
| Q4 2024 | 51 | $224,361,334 | +$20,390,963 | -$383,606 | +$20,007,357 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 31 Jan 2025, 11:04 |
| Q3 2024 | 46 | $209,524,612 | +$8,964,434 | -$1,757,248 | +$7,207,186 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 18 Oct 2024, 12:02 |
| Q2 2024 | 44 | $190,850,815 | +$14,131,359 | -$1,185,660 | +$12,945,699 | AVUV, DUHP, AVGV, AVDV, MTUM | 13F-HR | 24 Jul 2024, 13:46 |
| Q1 2024 | 41 | $179,244,945 | +$8,917,245 | -$2,047,205 | +$6,870,040 | AVUV, DUHP, AVDV, AVGV, MTUM | 13F-HR | 23 Apr 2024, 10:41 |
| Q4 2023 | 43 | $160,868,684 | +$30,735,066 | -$19,173,774 | +$11,561,292 | AVUV, AVDV, DUHP, AVGV, MTUM | 13F-HR | 25 Jan 2024, 10:43 |
| Q3 2023 | 42 | $134,513,523 | +$14,322,114 | -$819,367 | +$13,502,747 | AVUV, MTUM, AVDV, AVES, IMTM | 13F-HR | 16 Oct 2023, 09:35 |
| Q2 2023 | 39 | $122,927,257 | +$6,788,287 | -$11,884,163 | -$5,095,876 | AVUV, MTUM, AVDV, AVES, IMTM | 13F-HR | 14 Jul 2023, 14:30 |
| Q1 2023 | 61 | $124,221,050 | +$12,439,131 | -$6,458,071 | +$5,981,060 | AVUV, MTUM, AVDV, IMTM, AVES | 13F-HR | 24 Apr 2023, 09:30 |
| Q4 2022 | 60 | $116,104,457 | $0 | $0 | $0 | AVUV, MTUM, AVDV, IMTM, AVES | 13F-HR | 01 Feb 2023, 15:11 |