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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, DUHP, AVGV, AVDV, MTUM, and represent 55.27% of Meredith Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: NVDA, AVGV, DUHP, AVUV, DFSD, TSLA, DFGP, DIHP, AVGE, DFCF.
Started 4 new stock positions in GLDM, TSLA, Ea Series Trust, JPM.
Reduced shares in these 10 stocks: MTUM, DUSB, DE, IMTM, QVAL, AVDV, GOOGL, VTI, MSFT, META.
Sold out of its position in DE.
Meredith Wealth Planning was a net buyer of stock by $19M.
Meredith Wealth Planning has $316M in assets under management (AUM), dropping by 14.56%.
Central Index Key (CIK): 0001956471

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Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 63 positions in its portfolio as reported in the September 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)	18.4	$58M	+3%	583k	99.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	10.5	$33M	+6%	876k	37.77	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	10.1	$32M	+7%	455k	70.34	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	9.3	$29M		329k	89.03	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	6.9	$22M		85k	256.45	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	5.1	$16M	+2%	278k	57.37	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	4.6	$14M	+8%	474k	30.39	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	4.2	$13M	+9%	161k	83.41	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.9	$12M	+9%	290k	42.76	View chart
Ishares Tr Msci Intl Moment (IMTM)	3.6	$11M		234k	47.88	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.2	$10M	+11%	92k	108.70	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.6	$5.2M	+29%	93k	55.57	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.5	$4.8M	+54%	99k	48.19	View chart
NVIDIA Corporation (NVDA)	1.2	$3.7M	+305%	20k	186.58	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$3.2M	+12%	41k	78.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$3.2M		9.7k	328.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$3.1M	+10%	5.1k	612.42	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.0	$3.0M	+4%	100k	30.54	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.9	$2.8M	+28%	50k	55.45	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.9	$2.7M		31k	88.65	View chart
Apple (AAPL)	0.8	$2.6M	+5%	10k	254.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.9M	-5%	7.8k	243.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.7M	+3%	34k	50.07	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$1.5M		15k	100.70	View chart
Tesla Motors (TSLA)	0.5	$1.4M	NEW	3.2k	444.72	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$1.4M		24k	58.21	View chart
Amazon (AMZN)	0.4	$1.4M	+6%	6.3k	219.57	View chart
Meta Platforms Cl A (META)	0.4	$1.3M	-2%	1.8k	734.56	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$1.2M		18k	67.44	View chart
Microsoft Corporation (MSFT)	0.4	$1.2M	-3%	2.3k	517.91	View chart
Ea Series Trust Us Quan Value (QVAL)	0.4	$1.1M	-11%	25k	46.65	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$962k	-26%	19k	50.78	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$931k	+149%	19k	47.98	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$923k		12k	79.93	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$922k		24k	38.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$885k		12k	73.46	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$811k		26k	31.38	View chart
Wal-Mart Stores (WMT)	0.2	$676k		6.6k	103.07	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$616k		5.6k	110.58	View chart
Caterpillar (CAT)	0.2	$563k		1.2k	477.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$548k	-5%	10k	54.18	View chart
Ea Series Trust Alpha Architect	0.2	$512k	NEW	9.5k	53.99	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$497k		11k	46.12	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$488k		1.5k	326.36	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$474k		15k	31.84	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$418k		17k	25.19	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$385k		13k	29.11	View chart
Riot Blockchain (RIOT)	0.1	$381k		20k	19.03	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$378k		5.7k	65.92	View chart
McDonald's Corporation (MCD)	0.1	$357k		1.2k	303.83	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$352k		472.00	746.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$314k		469.00	669.03	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$309k	NEW	4.0k	76.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$308k		1.5k	208.71	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$287k		12k	24.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$283k	+2%	563.00	502.74	View chart
Eli Lilly & Co. (LLY)	0.1	$271k		355.00	762.31	View chart
Broadcom (AVGO)	0.1	$252k	-6%	764.00	329.91	View chart
Hbt Financial (HBT)	0.1	$242k		9.6k	25.20	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$241k		5.7k	42.08	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$221k		1.3k	174.58	View chart
Eaton Corp SHS (ETN)	0.1	$210k		561.00	374.25	View chart
JPMorgan Chase & Co. (JPM)	0.1	$204k	NEW	648.00	315.43	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 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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