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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, AVGE, and represent 56.02% of Meredith Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: DUHP (+$12M), DIHP (+$7.5M), AVGV (+$5.8M), AVGE, DFGP, AVUS, AVDE, DFCF, DFSD, AAUA.
Started 11 new stock positions in ETN, AVEM, VBIL, MLPA, VDE, PHYS, STX, MLPX, AAUA, FIX. DE.
Reduced shares in these 10 stocks: MTUM (-$11M), IMTM (-$7.3M), AVDV, AAPL, NVDA, BRK.B, AVIG, DGCB, VV, WMT.
Sold out of its positions in AVIG, BRK.B, VV.
Meredith Wealth Planning was a net buyer of stock by $26M.
Meredith Wealth Planning has $369M in assets under management (AUM), dropping by 9.89%.
Central Index Key (CIK): 0001956471

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Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 70 positions in its portfolio as reported in the March 2026 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	$65M		592k	110.47	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	11.9	$44M	+36%	1.2M	36.76	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	11.2	$42M	+16%	535k	77.54	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	8.5	$31M	-2%	314k	99.86	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	6.6	$25M	+19%	279k	88.02	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	6.3	$23M	+47%	724k	32.22	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	4.6	$17M	+2%	286k	59.98	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.0	$15M	+16%	351k	42.22	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.3	$12M	+22%	110k	111.18	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	2.9	$11M	+49%	198k	53.99	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.5	$9.3M	-54%	39k	239.99	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.1	$7.7M	+24%	160k	47.88	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.5	$5.5M	+63%	65k	84.84	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.1	$4.2M	-63%	87k	48.02	View chart
Ea Series Trust Alpha Architect (AAEQ)	1.0	$3.8M		81k	46.52	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.0	$3.6M		105k	33.79	View chart
NVIDIA Corporation (NVDA)	0.9	$3.3M	-7%	19k	174.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$3.1M		5.2k	597.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$3.1M		9.7k	320.80	View chart
Spdr Series Trust State Street Spd (SLYV)	0.8	$2.9M	+2%	31k	94.58	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$2.4M	+13%	49k	47.93	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.6	$2.3M	-8%	43k	54.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.1M	-4%	7.4k	287.55	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$1.8M	+92%	36k	50.71	View chart
Apple (AAPL)	0.5	$1.8M	-27%	6.9k	253.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.7M	+3%	35k	49.89	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$1.6M	+5%	25k	62.45	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$1.4M		18k	74.83	View chart
Ea Series Trust Us Quan Value (QVAL)	0.4	$1.3M		25k	52.14	View chart
Tesla Motors (TSLA)	0.3	$1.2M		3.2k	371.75	View chart
Meta Platforms Cl A (META)	0.3	$1.1M	+8%	2.0k	572.14	View chart
Amazon (AMZN)	0.3	$1.1M		5.1k	208.28	View chart
Ea Series Trust Alpha Architect (AAUA)	0.3	$957k	NEW	20k	48.94	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$945k		24k	38.86	View chart
Microsoft Corporation (MSFT)	0.3	$944k	+7%	2.6k	370.19	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$917k		12k	77.11	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$890k		26k	33.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$837k	-10%	11k	79.27	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$791k		7.9k	100.66	View chart
Caterpillar (CAT)	0.2	$694k		980.00	708.48	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$662k		5.6k	118.45	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.2	$638k	NEW	8.4k	75.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$574k		1.5k	383.40	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$568k		11k	52.78	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$524k		15k	35.04	View chart
Wal-Mart Stores (WMT)	0.1	$517k	-25%	4.2k	124.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$506k	-2%	9.4k	54.05	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$443k	NEW	6.0k	73.94	View chart
Micron Technology (MU)	0.1	$426k	+71%	1.3k	337.80	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$403k		13k	30.50	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$390k		5.6k	69.75	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$389k		4.2k	92.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$367k	NEW	4.6k	80.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$363k		521.00	697.38	View chart
McDonald's Corporation (MCD)	0.1	$360k		1.2k	310.76	View chart
Eli Lilly & Co. (LLY)	0.1	$327k		355.00	919.85	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$321k	NEW	6.0k	53.87	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$314k		1.4k	217.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$307k		470.00	653.70	View chart
Riot Blockchain (RIOT)	0.1	$303k		25k	12.36	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$291k		12k	24.24	View chart
Broadcom (AVGO)	0.1	$259k	-4%	836.00	309.52	View chart
Hbt Financial (HBT)	0.1	$256k		9.6k	26.72	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$244k	NEW	6.9k	35.44	View chart
Deere & Company (DE)	0.1	$226k	NEW	400.00	563.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$221k		1.2k	184.28	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$216k	NEW	552.00	391.66	View chart
Vanguard World Energy Etf (VDE)	0.1	$212k	NEW	1.2k	173.04	View chart
Comfort Systems USA (FIX)	0.1	$201k	NEW	146.00	1379.67	View chart
Eaton Corp SHS (ETN)	0.1	$201k	NEW	561.00	357.67	View chart

Past Filings by Meredith Wealth Planning

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

Meredith Wealth Planning 2026 Q1 filed April 27, 2026
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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