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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, AVGE, and represent 56.02% of Meredith Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: AVGV (+$6.7M), AVGE, VBIL, DFGP, DFCF, DFSD, AVIV, AVDV, VGT, HUT.
Started 6 new stock positions in VFMO, VBCA, XHLF, BRK.B, HUT, VV.
Reduced shares in these 10 stocks: VTEB, VTI, AVUV, DUHP, , DGCB, RIOT, META, VOO, AVGO.
Sold out of its positions in VDE, VTEB.
Meredith Wealth Planning was a net buyer of stock by $14M.
Meredith Wealth Planning has $424M in assets under management (AUM), dropping by 14.79%.
Central Index Key (CIK): 0001956471

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Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 74 positions in its portfolio as reported in the June 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)	17.3	$73M		588k	124.76	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	12.3	$52M	+14%	613k	85.02	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	11.7	$50M		1.2M	41.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	7.7	$33M		318k	103.05	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	7.0	$30M	+6%	297k	99.10	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	5.9	$25M		730k	34.12	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	4.5	$19M		289k	65.60	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	3.7	$16M	+7%	376k	42.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.4	$14M		111k	128.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.1	$13M		39k	342.83	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	2.9	$12M	+15%	228k	54.46	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	2.0	$8.6M	+12%	181k	47.75	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.4	$5.8M		65k	89.20	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.1	$4.6M		87k	53.33	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.1	$4.5M		104k	42.77	View chart
Ea Series Trust Alpha Architect (AAEQ)	1.0	$4.3M		81k	53.19	View chart
NVIDIA Corporation (NVDA)	0.9	$3.8M		19k	200.09	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$3.5M	-2%	5.1k	686.86	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.8	$3.4M		31k	109.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$3.1M	-12%	8.5k	370.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.7M	+2%	7.5k	357.39	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$2.7M	+12%	56k	48.33	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.6	$2.4M	+279%	32k	75.68	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.5	$2.2M	-8%	39k	54.67	View chart
Apple (AAPL)	0.5	$2.1M	+4%	7.2k	289.36	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.5	$1.9M	+4%	38k	50.78	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$1.9M	+33%	25k	77.42	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$1.8M		25k	69.90	View chart
Micron Technology (MU)	0.3	$1.4M		1.3k	1154.55	View chart
Ea Series Trust Us Quan Value (QVAL)	0.3	$1.4M		25k	55.45	View chart
Tesla Motors (TSLA)	0.3	$1.3M		3.2k	420.60	View chart
Amazon (AMZN)	0.3	$1.3M	+2%	5.3k	238.35	View chart
Ea Series Trust Alpha Architect (AAUA)	0.3	$1.1M		20k	56.92	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$1.1M		24k	44.36	View chart
Meta Platforms Cl A (META)	0.2	$1.0M	-8%	1.8k	563.37	View chart
Caterpillar (CAT)	0.2	$1.0M	-2%	958.00	1064.93	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.0M		12k	85.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$981k		1.5k	655.89	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$975k		27k	36.84	View chart
Microsoft Corporation (MSFT)	0.2	$934k		2.5k	372.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$821k		10k	79.03	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$798k		7.9k	100.67	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$755k		5.5k	136.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$582k		15k	38.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$581k		11k	54.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$558k		9.4k	59.69	View chart
Riot Blockchain (RIOT)	0.1	$550k	-18%	20k	27.38	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$533k		552.00	964.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$498k	+700%	4.2k	119.51	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$460k		13k	34.81	View chart
Wal-Mart Stores (WMT)	0.1	$442k	-6%	3.9k	113.27	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$441k		6.0k	73.66	View chart
Hut 8 Corp (HUT)	0.1	$425k	NEW	3.7k	115.44	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$425k	-8%	5.1k	82.84	View chart
Eli Lilly & Co. (LLY)	0.1	$418k		348.00	1200.10	View chart
Comfort Systems USA (FIX)	0.1	$415k	+43%	209.00	1983.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$402k	+14%	536.00	749.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$400k	-9%	4.1k	96.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$352k		1.4k	242.99	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$333k		4.2k	79.42	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$316k		6.0k	53.08	View chart
McDonald's Corporation (MCD)	0.1	$314k		1.2k	270.34	View chart
Hbt Financial (HBT)	0.1	$307k		9.6k	31.99	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$306k	NEW	6.1k	50.30	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$294k		12k	24.22	View chart
Broadcom (AVGO)	0.1	$264k	-16%	700.00	377.76	View chart
Deere & Company (DE)	0.1	$254k		401.00	633.74	View chart
Vanguard Wellesley Income Target Maturity (VBCA)	0.1	$250k	NEW	3.3k	75.67	View chart
Eaton Corp SHS (ETN)	0.1	$239k		561.00	426.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$237k		1.2k	197.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$233k	NEW	466.00	500.39	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$219k	NEW	636.00	343.91	View chart
Vanguard Wellington Us Momentum (VFMO)	0.0	$211k	NEW	845.00	249.37	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$208k		6.9k	30.17	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 Q2 filed July 24, 2026
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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