Meredith Wealth Planning — 13F Holdings & Portfolio
CIK 1956471 · latest 13F-HR filed 2026-07-24
Meredith Wealth Planning manages $423.7M in 13F-reported U.S. long-equity assets across 74 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVUV (17.33%), AVGV (12.30%), DUHP (11.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 2, added to 50, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
MARYVILLE, IL 62062
$423.7M
Long-equity book
74
Distinct positions
2026-06-30
Filed 2026-07-24
+6 / −2 / ↑50 / ↓6
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$10.7M +25.7%
- AMERICAN CENTY ETF TR$8.0M +12.3%
- DIMENSIONAL ETF TRUST$5.5M +12.5%
- AMERICAN CENTY ETF TR$4.9M +20.1%
- ISHARES TR$4.0M +42.9%
Top Trims
- DIMENSIONAL ETF TRUST-$165.4K -7.1%
- META PLATFORMS INC-$116.1K -10.2%
- WALMART INC-$74.3K -14.4%
- WORLD GOLD TR-$55.7K -14.3%
- MCDONALDS CORP-$46.6K -12.9%
New Positions
- HUT 8 CORP$425.2K
- BONDBLOXX ETF TRUST$305.9K
- VANGUARD WELLESLEY INCOME FD$249.7K
- BERKSHIRE HATHAWAY INC DEL$233.2K
- VANGUARD INDEX FDS$218.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $73.4M | 17.33% | 588,447 | SH |
| 2 | AMERICAN CENTY ETF TR | AVGV | 025072216 | $52.1M | 12.30% | 613,056 | SH |
| 3 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $49.6M | 11.71% | 1,189,266 | SH |
| 4 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $32.8M | 7.73% | 317,877 | SH |
| 5 | AMERICAN CENTY ETF TR | AVGE | 025072232 | $29.5M | 6.95% | 297,253 | SH |
| 6 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $24.9M | 5.88% | 729,518 | SH |
| 7 | AMERICAN CENTY ETF TR | AVES | 025072372 | $19.0M | 4.48% | 289,074 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $15.9M | 3.75% | 376,067 | SH |
| 9 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $14.3M | 3.37% | 111,324 | SH |
| 10 | ISHARES TR | MTUM | 46432F396 | $13.3M | 3.13% | 38,700 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFGP | 25434V583 | $12.4M | 2.94% | 228,393 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $8.6M | 2.03% | 180,461 | SH |
| 13 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $5.8M | 1.36% | 64,643 | SH |
| 14 | ISHARES TR | IMTM | 46434V449 | $4.6M | 1.09% | 86,855 | SH |
| 15 | DIMENSIONAL ETF TRUST | DEHP | 25434V757 | $4.5M | 1.05% | 104,333 | SH |
| 16 | EA SERIES TRUST | AAEQ | 02072Q358 | $4.3M | 1.02% | 80,965 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.8M | 0.89% | 18,873 | SH |
| 18 | VANGUARD INDEX FDS | VOO | 922908363 | $3.5M | 0.82% | 5,076 | SH |
| 19 | SPDR SERIES TRUST | SLYV | 78464A300 | $3.4M | 0.81% | 31,354 | SH |
| 20 | VANGUARD INDEX FDS | VTI | 922908769 | $3.1M | 0.74% | 8,503 | SH |
| 21 | ALPHABET INC | GOOGL | 02079K305 | $2.7M | 0.64% | 7,548 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $2.7M | 0.63% | 55,527 | SH |
| 23 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $2.4M | 0.57% | 32,003 | SH |
| 24 | DIMENSIONAL ETF TRUST | DGCB | 25434V567 | $2.2M | 0.51% | 39,405 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $2.1M | 0.49% | 7,181 | SH |
| 26 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $1.9M | 0.45% | 37,778 | SH |
| 27 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $1.9M | 0.45% | 24,507 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $1.8M | 0.42% | 25,177 | SH |
| 29 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.4M | 0.34% | 1,253 | SH |
| 30 | EA SERIES TRUST | QVAL | 02072L102 | $1.4M | 0.33% | 24,883 | SH |
| 31 | TESLA INC | TSLA | 88160R101 | $1.3M | 0.31% | 3,173 | SH |
| 32 | AMAZON COM INC | AMZN | 023135106 | $1.3M | 0.30% | 5,274 | SH |
| 33 | EA SERIES TRUST | AAUA | 02072Q275 | $1.1M | 0.26% | 19,556 | SH |
| 34 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $1.1M | 0.25% | 24,348 | SH |
| 35 | META PLATFORMS INC | META | 30303M102 | $1.0M | 0.24% | 1,823 | SH |
| 36 | CATERPILLAR INC | CAT | 149123101 | $1.0M | 0.24% | 958 | SH |
| 37 | VANGUARD STAR FDS | VXUS | 921909768 | $1.0M | 0.24% | 11,908 | SH |
| 38 | VANECK ETF TRUST | SMH | 92189F676 | $981.2K | 0.23% | 1,496 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $975.4K | 0.23% | 26,476 | SH |
| 40 | MICROSOFT CORP | MSFT | 594918104 | $933.9K | 0.22% | 2,504 | SH |
| 41 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $821.3K | 0.19% | 10,393 | SH |
| 42 | ISHARES TR | SGOV | 46436E718 | $798.2K | 0.19% | 7,929 | SH |
| 43 | ISHARES TR | IJS | 464287879 | $754.6K | 0.18% | 5,521 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $581.9K | 0.14% | 15,002 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $580.8K | 0.14% | 10,752 | SH |
| 46 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $558.3K | 0.13% | 9,354 | SH |
| 47 | RIOT PLATFORMS INC | RIOT | 767292105 | $550.3K | 0.13% | 20,097 | SH |
| 48 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $532.5K | 0.13% | 552 | SH |
| 49 | VANGUARD WORLD FD | VGT | 92204A702 | $498.4K | 0.12% | 4,170 | SH |
| 50 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $460.3K | 0.11% | 13,224 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | $423.7M | 74 | 0001956471-26-000003 |
| 2026-03-31 | 2026-04-27 | $369.1M | 70 | 0001956471-26-000002 |
| 2025-12-31 | 2026-01-16 | $335.9M | 62 | 0001956471-26-000001 |