Meredith Wealth Planning
Meredith Wealth Planning reported 74 positions worth $423.7M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: AVUV (17.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUV | SH | $73.4M | 17.33% | 588,447 | — | — | |
| ▸ 2 | AVGV | SH | $52.1M | 12.30% | 613,056 | — | — | |
| ▸ 3 | DUHP | SH | $49.6M | 11.71% | 1,189,266 | — | — | |
| ▸ 4 | AVDV | SH | $32.8M | 7.73% | 317,877 | — | — | |
| ▸ 5 | AVGE | SH | $29.5M | 6.95% | 297,253 | — | — | |
| ▸ 6 | DIHP | SH | $24.9M | 5.88% | 729,518 | — | — | |
| ▸ 7 | AVES | SH | $19.0M | 4.48% | 289,074 | — | — | |
| ▸ 8 | DFCF | SH | $15.9M | 3.75% | 376,067 | — | — | |
| ▸ 9 | AVUS | SH | $14.3M | 3.37% | 111,324 | — | — | |
| ▸ 10 | MTUM | SH | $13.3M | 3.13% | 38,700 | — | — |
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Frequently Asked Questions
What stocks does Meredith Wealth Planning hold as of Q2 2026?
Meredith Wealth Planning reported 74 positions worth $423.7M in its Q2 2026 13F filing. Largest positions: AVUV (17.3%), AVGV (12.3%), DUHP (11.7%), AVDV (7.7%) and AVGE (7.0%).
What did Meredith Wealth Planning buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Meredith Wealth Planning sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.