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Meredith Wealth Planning

Latest statistics and disclosures from Meredith Wealth Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUV, AVGV, DUHP, AVDV, MTUM, and represent 53.02% of Meredith Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: AVGE (+$6.2M), AAEQ, DFGP, DFSD, DFNM, DIHP, DFCF, AVGV, MU, IMTM.
Started 3 new stock positions in VV, AAEQ, MU.
Reduced shares in these 10 stocks: SGOV, AVDV, AAUS, IBDQ, AVUS, AMZN, AAPL, ETN, , DGCB.
Sold out of its positions in AAUS, IBDQ, JPM, ETN.
Meredith Wealth Planning was a net buyer of stock by $13M.
Meredith Wealth Planning has $336M in assets under management (AUM), dropping by 6.46%.
Central Index Key (CIK): 0001956471

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Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	17.7	$60M		584k	101.98	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	10.0	$34M		460k	73.18	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	9.9	$33M		876k	38.03	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	9.0	$30M	-2%	322k	93.97	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	6.3	$21M		85k	250.31	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	6.0	$20M	+44%	233k	85.91	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	4.9	$16M		280k	58.31	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	4.6	$16M	+3%	489k	31.66	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.8	$13M	+3%	301k	42.56	View chart
Ishares Tr Msci Intl Moment (IMTM)	3.4	$11M		238k	47.97	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.0	$10M	-2%	90k	111.78	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	2.1	$7.1M	+42%	132k	54.07	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.8	$6.2M	+30%	129k	47.95	View chart
Ea Series Trust Alpha Architect (AAEQ)	1.2	$4.0M	NEW	81k	49.33	View chart
NVIDIA Corporation (NVDA)	1.1	$3.8M		20k	186.50	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.0	$3.3M	+3%	104k	32.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$3.3M	-2%	40k	82.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$3.3M		5.2k	627.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$3.3M		9.7k	335.27	View chart
Spdr Series Trust State Street Spd (SLYV)	0.8	$2.8M		30k	90.97	View chart
Apple (AAPL)	0.8	$2.6M	-7%	9.5k	271.85	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.8	$2.5M	-5%	47k	54.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$2.4M		7.7k	312.98	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$2.1M	+123%	43k	48.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.7M		34k	50.29	View chart
Tesla Motors (TSLA)	0.4	$1.4M		3.2k	449.72	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$1.4M		24k	59.54	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$1.3M		18k	71.23	View chart
Meta Platforms Cl A (META)	0.4	$1.2M		1.8k	660.15	View chart
Ea Series Trust Us Quan Value (QVAL)	0.4	$1.2M		25k	48.79	View chart
Amazon (AMZN)	0.4	$1.2M	-16%	5.2k	230.83	View chart
Microsoft Corporation (MSFT)	0.3	$1.1M		2.4k	483.56	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$960k		24k	39.59	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$957k		19k	50.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$940k	+2%	12k	79.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$899k		12k	75.44	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$856k		26k	32.73	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$784k	-47%	7.8k	100.37	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$641k		5.6k	113.72	View chart
Wal-Mart Stores (WMT)	0.2	$622k	-14%	5.6k	111.42	View chart
Caterpillar (CAT)	0.2	$561k	-16%	980.00	572.89	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$539k		1.5k	360.13	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$537k		11k	49.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$516k	-5%	9.6k	53.76	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$496k		15k	32.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$392k	+10%	520.00	754.06	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$392k		13k	29.61	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$384k		5.7k	67.22	View chart
Eli Lilly & Co. (LLY)	0.1	$382k		356.00	1074.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$358k	+3%	4.2k	85.37	View chart
McDonald's Corporation (MCD)	0.1	$355k		1.2k	305.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$321k		469.00	685.29	View chart
Riot Blockchain (RIOT)	0.1	$311k	+22%	25k	12.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$307k	-2%	1.4k	211.79	View chart
Broadcom (AVGO)	0.1	$304k	+14%	877.00	346.11	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$290k		12k	24.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$257k	-9%	512.00	502.65	View chart
Hbt Financial (HBT)	0.1	$248k		9.6k	25.85	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$243k		5.8k	41.93	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$213k	-5%	1.2k	177.37	View chart
Micron Technology (MU)	0.1	$210k	NEW	735.00	285.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$200k	NEW	636.00	314.80	View chart

Past Filings by Meredith Wealth Planning

SEC 13F filings are viewable for Meredith Wealth Planning going back to 2022

Meredith Wealth Planning 2025 Q4 filed Jan. 16, 2026
Meredith Wealth Planning 2025 Q3 filed Oct. 21, 2025
Meredith Wealth Planning 2025 Q2 filed July 16, 2025
Meredith Wealth Planning 2025 Q1 filed May 8, 2025
Meredith Wealth Planning 2024 Q4 filed Jan. 31, 2025
Meredith Wealth Planning 2024 Q3 filed Oct. 18, 2024
Meredith Wealth Planning 2024 Q2 filed July 24, 2024
Meredith Wealth Planning 2024 Q1 filed April 23, 2024
Meredith Wealth Planning 2023 Q4 filed Jan. 25, 2024
Meredith Wealth Planning 2023 Q3 filed Oct. 16, 2023
Meredith Wealth Planning 2023 Q2 filed July 14, 2023
Meredith Wealth Planning 2023 Q1 filed April 24, 2023
Meredith Wealth Planning 2022 Q4 filed Feb. 1, 2023

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