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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, AVDV, AVGE, VGIT, and represent 54.48% of Meredith Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: VGIT (+$27M), VGSH (+$11M), AVGV (+$5.6M), DFGP, KMLM, SCHD, AVGE, SPDW, DGRO, AAUB.
Started 11 new stock positions in VGSH, SPDW, SCCR, SCHD, DGRO, KMLM, IWF, VGIT, VDE, AAUB. DISV.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$50M), DFCF (-$12M), VOO, AAEQ, VTI, , DGCB, Dimensional Etf Trust, STX, VXUS.
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust, VFMO, VCSH, STX.
Meredith Wealth Planning was a net seller of stock by $-17M.
Meredith Wealth Planning has $401M in assets under management (AUM), dropping by -5.44%.
Central Index Key (CIK): 0001956471

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Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 80 positions in its portfolio as reported in the September 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	$69M		587k	117.77	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	14.3	$57M	+10%	679k	84.36	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	8.6	$34M		314k	109.38	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	7.6	$30M	+3%	308k	98.34	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	6.8	$27M	NEW	480k	56.66	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	6.0	$24M		719k	33.69	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	4.7	$19M		290k	65.13	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	4.1	$16M	+36%	313k	51.93	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.6	$14M		111k	128.09	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.0	$12M		38k	317.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.8	$11M	NEW	194k	57.56	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	2.1	$8.2M	-2%	177k	46.47	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.5	$6.1M	+4%	68k	90.11	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.1	$4.6M		87k	52.63	View chart
NVIDIA Corporation (NVDA)	1.0	$4.1M	-4%	18k	228.38	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.0	$3.9M	-8%	96k	41.14	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.8	$3.1M	-2%	31k	102.15	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.8	$3.1M	-79%	77k	40.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.6M		7.4k	344.06	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.6	$2.5M	+4%	33k	75.72	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$2.5M		55k	46.03	View chart
Ea Series Trust Alpha Architect (AAEQ)	0.6	$2.4M	-45%	45k	54.87	View chart
Apple (AAPL)	0.6	$2.4M		7.3k	333.01	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.5	$2.1M	+11%	42k	50.49	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$2.0M		25k	79.63	View chart
Dimensional Etf Trust Us Targeted Vlu	0.4	$1.7M		25k	66.44	View chart
Ea Series Trust Us Quan Value (QVAL)	0.4	$1.5M		25k	58.36	View chart
Micron Technology (MU)	0.4	$1.4M	+8%	1.4k	1065.06	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.4	$1.4M	NEW	46k	31.09	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$1.4M	-56%	3.7k	374.24	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.3	$1.3M	-37%	25k	51.91	View chart
Microsoft Corporation (MSFT)	0.3	$1.3M		2.5k	513.00	View chart
Meta Platforms Cl A (META)	0.3	$1.3M	-4%	1.7k	725.01	View chart
Amazon (AMZN)	0.3	$1.2M	-5%	5.0k	249.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.2M	NEW	37k	32.53	View chart
Tesla Motors (TSLA)	0.3	$1.2M	+3%	3.3k	354.81	View chart
Ea Series Trust Alpha Architect (AAUA)	0.3	$1.1M		20k	58.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.1M	-69%	1.6k	700.94	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.3	$1.1M		24k	44.45	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$986k		27k	37.02	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$904k		1.5k	608.85	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$805k		8.0k	100.67	View chart
Caterpillar (CAT)	0.2	$778k		959.00	810.81	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$759k	NEW	15k	50.21	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$701k		5.5k	128.10	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$649k	+8%	12k	55.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$608k	NEW	8.1k	75.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$556k		9.4k	59.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$554k	-45%	6.5k	84.97	View chart
Ea Series Trust Alpha Architect (AAUB)	0.1	$536k	NEW	10k	51.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$525k		4.2k	125.66	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$472k	+41%	2.0k	231.03	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$441k		13k	33.31	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$427k	+2%	5.3k	81.16	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$418k		6.0k	69.82	View chart
Riot Blockchain (RIOT)	0.1	$405k		20k	20.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$400k	NEW	3.2k	125.26	View chart
Wal-Mart Stores (WMT)	0.1	$392k	-3%	3.8k	103.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$392k		4.2k	94.03	View chart
Eli Lilly & Co. (LLY)	0.1	$380k	-5%	328.00	1158.36	View chart
Schwab Strategic Tr Core Bond Etf (SCCR)	0.1	$363k	NEW	15k	24.32	View chart
Comfort Systems USA (FIX)	0.1	$346k		209.00	1656.29	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$345k		4.2k	82.18	View chart
Hbt Financial (HBT)	0.1	$339k		9.6k	35.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$339k	-17%	443.00	765.21	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$317k		6.0k	53.24	View chart
Hut 8 Corp (HUT)	0.1	$317k		3.7k	86.10	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$315k	NEW	7.3k	43.29	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$284k	-2%	12k	24.12	View chart
McDonald's Corporation (MCD)	0.1	$268k		1.2k	230.85	View chart
Vanguard Wellesley Income Target Maturity (VBCA)	0.1	$260k	+4%	3.4k	75.44	View chart
Broadcom (AVGO)	0.1	$254k	+3%	724.00	351.19	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$248k	-18%	4.9k	50.25	View chart
Eaton Corp SHS (ETN)	0.1	$242k		564.00	429.71	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$234k		1.2k	195.53	View chart
Deere & Company (DE)	0.1	$226k	-16%	336.00	671.28	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$224k		636.00	351.85	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$216k		6.9k	31.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$214k	-7%	430.00	497.95	View chart
Vanguard World Energy Etf (VDE)	0.1	$211k	NEW	1.2k	172.16	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 Q3 filed Oct. 14, 2026
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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