Meredith Wealth Planning reported 80 holdings worth US$401M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Meredith Wealth Planning reported 80 holdings worth US$401M as of Sep 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$401M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 17,947 | US$4.1M | 1.0% |
| Alphabet Inc (google) Class C | 7,444 | US$2.56M | 0.64% |
| Apple Inc | 7,317 | US$2.44M | 0.61% |
| Micron Technology, Inc. | 1,357 | US$1.45M | 0.36% |
| Microsoft Corp. | 2,471 | US$1.27M | 0.32% |
| Meta Platforms, Inc. | 1,741 | US$1.26M | 0.32% |
| Amazon.com, Inc. | 4,989 | US$1.24M | 0.31% |
| Tesla, Inc. | 3,296 | US$1.17M | 0.29% |
| Caterpillar, Inc. | 959 | US$778K | 0.19% |
| Riot Platforms, Inc. | 20,097 | US$405K | 0.10% |
| Walmart Inc. | 3,775 | US$392K | 0.10% |
| Eli Lilly And Company | 328 | US$380K | 0.09% |
| Comfort Systems Usa, Inc. | 209 | US$346K | 0.09% |
| Hbt Financial, Inc. | 9,594 | US$339K | 0.08% |
| Hut 8 Corp. | 3,683 | US$317K | 0.08% |
| Mcdonald's Corporation | 1,162 | US$268K | 0.07% |
| Broadcom Inc. | 724 | US$254K | 0.06% |
| Deere & Company | 336 | US$226K | 0.06% |
| Berkshire Hathaway Inc. | 430 | US$214K | 0.05% |