DOSSIER · 13F-HR · Q3 2026
Meredith Wealth Planning
$401M in tracked AUM across 80 positions as of Q3 2026.
MW
CIK 0001956471 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive SEC 13F Analysis: Meredith Wealth Planning
1. Portfolio Overview
Meredith Wealth Planning has reported a significant expansion in its managed assets for the quarter ending December 31, 2025. The total portfolio value surged by 156.4%, rising from $131.00M to $335.89M. This dramatic increase indicates substantial net capital inflows into the firm's strategies, rather than mere market appreciation, given the magnitude of the growth within a single quarter.
The por...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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