Meredith Wealth Planning
Meredith Wealth Planning reported a Form 13F information table total of $369.11 million in 70 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1956471): holdings report, quarter ended 2026-03-31, filed 2026-04-27; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| WorthPointe, LLC | United States | $0.369B | 118 |
| ATTICUS WEALTH MANAGEMENT, LLC | United States | $0.369B | 181 |
| CCG WEALTH MANAGEMENT, LLC | United States | $0.369B | 136 |
| AYAL Capital Advisors Ltd | Canada | $0.369B | 56 |
| Mizuho Bank, Ltd. | Japan | $0.369B | 4 |
| ARK & TLK INVESTMENTS, LLC | United States | $0.370B | 119 |
| EPG Wealth Management LLC | United States | $0.369B | 321 |
| EdgeRock Capital LLC | United States | $0.370B | 126 |
| Rock Point Advisors, LLC | United States | $0.370B | 118 |
| CAPITAL WEALTH MANAGEMENT, LLC | United States | $0.370B | 34 |