Holdings
Meredith Wealth Planning
As of Sep 30, 2026, Meredith Wealth Planning reported 19 positions worth US$19.4M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 17,947 | US$4.1M | −926 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 7,444 | US$2.56M | −104 | Sep 30, 2026 |
| Apple Inc | 7,317 | US$2.44M | +136 | Sep 30, 2026 |
| Micron Technology, Inc. | 1,357 | US$1.45M | +104 | Sep 30, 2026 |
| Microsoft Corp. | 2,471 | US$1.27M | −33 | Sep 30, 2026 |
| Meta Platforms, Inc. | 1,741 | US$1.26M | −82 | Sep 30, 2026 |
| Amazon.com, Inc. | 4,989 | US$1.24M | −285 | Sep 30, 2026 |
| Tesla, Inc. | 3,296 | US$1.17M | +123 | Sep 30, 2026 |
| Caterpillar, Inc. | 959 | US$778K | +1 | Sep 30, 2026 |
| Riot Platforms, Inc. | 20,097 | US$405K | no change | Sep 30, 2026 |