Meredith Wealth Planning — 13F Holdings & Portfolio
CIK 1956471 · latest 13F-HR filed 2026-04-27
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.
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AUM
$369.1M
Long-equity book
Holdings
70
Distinct positions
Period
2026-03-31
Filed 2026-04-27
Q/Q Activity
+11 / −3 / ↑23 / ↓16
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$10.8M +32.3%
- DIMENSIONAL ETF TRUST$7.8M +50.4%
- AMERICAN CENTY ETF TR$7.8M +23.1%
- AMERICAN CENTY ETF TR$5.9M +9.9%
- AMERICAN CENTY ETF TR$4.5M +22.7%
Top Trims
- ISHARES TR-$12.0M -56.4%
- ISHARES TR-$7.3M -63.7%
- APPLE INC-$827.4K -32.1%
- NVIDIA CORPORATION-$513.6K -13.6%
- ALPHABET INC-$283.4K -11.8%
New Positions
- EA SERIES TRUST$957.1K
- VANGUARD INSTL INDEX FD$638.0K
- GLOBAL X FDS$442.5K
- AMERICAN CENTY ETF TR$367.0K
- GLOBAL X FDS$321.1K
Exited Positions
- BERKSHIRE HATHAWAY INC DEL$257.4K
- AMERICAN CENTY ETF TR$243.3K
- VANGUARD INDEX FDS$200.2K
All Holdings
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 | $65.4M | 17.72% | 591,966 | SH |
| 2 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $44.1M | 11.95% | 1,199,622 | SH |
| 3 | AMERICAN CENTY ETF TR | AVGV | 025072216 | $41.5M | 11.23% | 534,577 | SH |
| 4 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $31.3M | 8.48% | 313,555 | SH |
| 5 | AMERICAN CENTY ETF TR | AVGE | 025072232 | $24.5M | 6.64% | 278,601 | SH |
| 6 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $23.3M | 6.32% | 723,499 | SH |
| 7 | AMERICAN CENTY ETF TR | AVES | 025072372 | $17.1M | 4.64% | 285,808 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $14.8M | 4.01% | 350,778 | SH |
| 9 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $12.2M | 3.31% | 109,999 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFGP | 25434V583 | $10.7M | 2.89% | 197,859 | SH |
| 11 | ISHARES TR | MTUM | 46432F396 | $9.3M | 2.51% | 38,675 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $7.7M | 2.08% | 160,292 | SH |
| 13 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $5.5M | 1.49% | 64,897 | SH |
| 14 | ISHARES TR | IMTM | 46434V449 | $4.2M | 1.13% | 86,479 | SH |
| 15 | EA SERIES TRUST | AAEQ | 02072Q358 | $3.8M | 1.02% | 81,272 | SH |
| 16 | DIMENSIONAL ETF TRUST | DEHP | 25434V757 | $3.6M | 0.96% | 105,098 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.3M | 0.88% | 18,698 | SH |
| 18 | VANGUARD INDEX FDS | VOO | 922908363 | $3.1M | 0.84% | 5,217 | SH |
| 19 | VANGUARD INDEX FDS | VTI | 922908769 | $3.1M | 0.84% | 9,697 | SH |
| 20 | SPDR SERIES TRUST | SLYV | 78464A300 | $2.9M | 0.80% | 31,086 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $2.4M | 0.64% | 49,216 | SH |
| 22 | DIMENSIONAL ETF TRUST | DGCB | 25434V567 | $2.3M | 0.63% | 42,851 | SH |
| 23 | ALPHABET INC | GOOGL | 02079K305 | $2.1M | 0.57% | 7,353 | SH |
| 24 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $1.8M | 0.50% | 36,302 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $1.8M | 0.47% | 6,898 | SH |
| 26 | VANGUARD MUN BD FDS | VTEB | 922907746 | $1.7M | 0.47% | 34,948 | SH |
| 27 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $1.6M | 0.43% | 25,175 | SH |
| 28 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $1.4M | 0.37% | 18,372 | SH |
| 29 | EA SERIES TRUST | QVAL | 02072L102 | $1.3M | 0.35% | 24,840 | SH |
| 30 | TESLA INC | TSLA | 88160R101 | $1.2M | 0.32% | 3,218 | SH |
| 31 | META PLATFORMS INC | META | 30303M102 | $1.1M | 0.31% | 1,998 | SH |
| 32 | AMAZON COM INC | AMZN | 023135106 | $1.1M | 0.29% | 5,141 | SH |
| 33 | EA SERIES TRUST | AAUA | 02072Q275 | $957.1K | 0.26% | 19,556 | SH |
| 34 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $944.5K | 0.26% | 24,306 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $944.0K | 0.26% | 2,550 | SH |
| 36 | VANGUARD STAR FDS | VXUS | 921909768 | $917.0K | 0.25% | 11,892 | SH |
| 37 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $889.8K | 0.24% | 26,195 | SH |
| 38 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $837.3K | 0.23% | 10,563 | SH |
| 39 | ISHARES TR | SGOV | 46436E718 | $791.2K | 0.21% | 7,860 | SH |
| 40 | CATERPILLAR INC | CAT | 149123101 | $694.3K | 0.19% | 980 | SH |
| 41 | ISHARES TR | IJS | 464287879 | $662.2K | 0.18% | 5,591 | SH |
| 42 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $638.0K | 0.17% | 8,433 | SH |
| 43 | VANECK ETF TRUST | SMH | 92189F676 | $573.6K | 0.16% | 1,496 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $567.5K | 0.15% | 10,752 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $523.8K | 0.14% | 14,950 | SH |
| 46 | WALMART INC | WMT | 931142103 | $516.7K | 0.14% | 4,158 | SH |
| 47 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $506.3K | 0.14% | 9,368 | SH |
| 48 | GLOBAL X FDS | MLPX | 37954Y293 | $442.5K | 0.12% | 5,985 | SH |
| 49 | MICRON TECHNOLOGY INC | MU | 595112103 | $425.6K | 0.12% | 1,260 | SH |
| 50 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $403.3K | 0.11% | 13,224 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $369.1M | 70 | 0001956471-26-000002 |
| 2025-12-31 | 2026-01-16 | $335.9M | 62 | 0001956471-26-000001 |