Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 56.95% of Meredith Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: SGOV, AVGE, DUHP, AVUV, AVGV, DIHP, DFCF, AVES, AVDV, UNH.
Started 3 new stock positions in SGOV, BIL, UNH.
Reduced shares in these 10 stocks: AGS, MTUM, DUSB, AVGO, DOCU, NVDA, IMTM, VTI, VCSH, AAPL.
Sold out of its positions in AVGO, DOCU, AGS.
Meredith Wealth Planning was a net buyer of stock by $6.3M.
Meredith Wealth Planning has $227M in assets under management (AUM), dropping by 1.05%.
Central Index Key (CIK): 0001956471

Tip: Access up to 7 years of quarterly data

Positions held by Meredith Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 51 positions in its portfolio as reported in the March 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	$42M		480k	87.17	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	11.1	$25M	+4%	761k	33.14	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	10.6	$24M	+3%	395k	60.77	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	9.4	$21M		306k	69.74	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	7.4	$17M	-2%	83k	202.13	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	5.0	$11M	+4%	425k	26.94	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	4.9	$11M	+2%	236k	47.16	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.5	$10M	+3%	240k	42.06	View chart
Ishares Tr Msci Intl Moment (IMTM)	4.0	$9.1M		229k	39.94	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	3.2	$7.2M	+22%	101k	71.19	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.7	$6.2M		67k	92.38	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.5	$3.4M		64k	53.43	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.3	$2.9M	+8%	61k	47.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.5M	-3%	9.1k	274.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$2.4M		4.6k	513.91	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.0	$2.2M	+2%	88k	25.22	View chart
Apple (AAPL)	1.0	$2.2M	-3%	9.8k	222.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$2.1M	+10%	42k	49.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$2.1M	+4%	31k	66.27	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.9	$2.0M	+2%	25k	78.40	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$1.9M	NEW	19k	100.67	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.8	$1.8M	+6%	35k	53.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.3M		8.2k	154.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$1.3M	-5%	16k	78.94	View chart
Ea Series Trust Us Quan Value (QVAL)	0.5	$1.2M		28k	42.65	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$1.2M	+2%	21k	56.68	View chart
Amazon (AMZN)	0.5	$1.1M	-2%	5.7k	190.26	View chart
Meta Platforms Cl A (META)	0.5	$1.1M		1.9k	576.47	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$1.0M		20k	51.49	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.4	$984k	-27%	19k	50.73	View chart
Microsoft Corporation (MSFT)	0.4	$901k	-2%	2.4k	375.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$728k		12k	62.10	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$543k		5.6k	97.48	View chart
NVIDIA Corporation (NVDA)	0.2	$524k	-18%	4.8k	108.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$474k	-9%	11k	45.26	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$409k		16k	25.15	View chart
Caterpillar (CAT)	0.2	$389k		1.2k	329.81	View chart
McDonald's Corporation (MCD)	0.2	$361k	-3%	1.2k	312.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$316k		1.5k	211.47	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$311k		5.8k	53.97	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$309k	+4%	6.5k	47.57	View chart
Eli Lilly & Co. (LLY)	0.1	$300k		363.00	826.44	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$289k		12k	24.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$281k	+2%	527.00	532.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$262k		466.00	562.29	View chart
UnitedHealth (UNH)	0.1	$258k	NEW	493.00	523.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$255k		471.00	542.00	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$232k		5.6k	41.39	View chart
Wal-Mart Stores (WMT)	0.1	$231k		2.6k	87.79	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$220k	NEW	2.4k	91.75	View chart
Hbt Financial (HBT)	0.1	$215k		9.6k	22.41	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z