Long-term investor
Meredith Wealth Planning @meredithwealthplanning
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001956471).
Record
- Tracked since 2025-06-30 (472 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months +1.3% · 1 year +1.0% · all +1.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072877 · 17.3% · long · since 2025-09-30
- 025072216 · 14.3% · long · since 2025-09-30
- 025072802 · 8.6% · long · since 2025-09-30
- 025072232 · 7.6% · long · since 2025-09-30
- 92206C706 · 6.8% · long · since 2026-09-30
- 25434V765 · 6.0% · long · since 2025-09-30
- 025072372 · 4.7% · long · since 2025-09-30
- 25434V583 · 4.1% · long · since 2025-09-30
- 025072885 · 3.6% · long · since 2025-09-30
- 46432F396 · 3.0% · long · since 2025-09-30
- 92206C102 · 2.8% · long · since 2026-09-30
- 25434V864 · 2.1% · long · since 2025-09-30