Meredith Wealth Planning Portfolio Stock Holdings
Meredith Wealth Planning disclosed 74 stock positions valued at approximately $423.7 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 74
- Portfolio Value
- $423.7M
Holdings by Sector
Meredith Wealth Planning Portfolio Holdings in Q2 2026
69 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUV | Other | 17.33% | 588,447 | -3,519 | -0.59% | $73,414,710 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 11.71% | 1,189,266 | -10,356 | -0.86% | $49,628,078 |
| AMERICAN CENTY ETF TR | AVDV | Other | 7.73% | 317,877 | +4,322 | +1.38% | $32,757,261 |
| AMERICAN CENTY ETF TR | AVGE | Other | 6.95% | 297,253 | +18,652 | +6.69% | $29,457,745 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 5.88% | 729,518 | +6,019 | +0.83% | $24,894,803 |
| AMERICAN CENTY ETF TR | AVES | Other | 4.48% | 289,074 | +3,266 | +1.14% | $18,963,274 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 3.75% | 376,067 | +25,289 | +7.21% | $15,873,796 |
| AMERICAN CENTY ETF TR | AVUS | Other | 3.37% | 111,324 | +1,325 | +1.20% | $14,258,439 |
| ISHARES TR | MTUM | Other | 3.13% | 38,700 | +25 | +0.06% | $13,267,353 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 2.94% | 228,393 | +30,534 | +15.43% | $12,438,288 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 2.03% | 180,461 | +20,169 | +12.58% | $8,616,999 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.36% | 64,643 | -254 | -0.39% | $5,766,173 |
| ISHARES TR | IMTM | Other | 1.09% | 86,855 | +376 | +0.43% | $4,631,997 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 1.05% | 104,333 | -765 | -0.73% | $4,462,311 |
| NVIDIA CORPORATION | NVDA | Technology | 0.89% | 18,873 | +175 | +0.94% | $3,776,368 |
| VANGUARD INDEX FDS | VOO | Other | 0.82% | 5,076 | -141 | -2.70% | $3,486,505 |
| SPDR SERIES TRUST | SLYV | Other | 0.81% | 31,354 | +268 | +0.86% | $3,421,064 |
| VANGUARD INDEX FDS | VTI | Other | 0.74% | 8,503 | -1,194 | -12.31% | $3,146,338 |
| ALPHABET INC | GOOGL | Communication Services | 0.64% | 7,548 | +195 | +2.65% | $2,697,607 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.63% | 55,527 | +6,311 | +12.82% | $2,683,880 |
| DIMENSIONAL ETF TRUST | DGCB | Other | 0.51% | 39,405 | -3,446 | -8.04% | $2,154,289 |
| APPLE INC | AAPL | Technology | 0.49% | 7,181 | +283 | +4.10% | $2,077,865 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.45% | 37,778 | +1,476 | +4.07% | $1,918,387 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.45% | 24,507 | +6,135 | +33.39% | $1,897,307 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.42% | 25,177 | +2 | +0.01% | $1,759,851 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.34% | 1,253 | -7 | -0.56% | $1,446,657 |
| EA SERIES TRUST | QVAL | Other | 0.33% | 24,883 | +43 | +0.17% | $1,379,785 |
| TESLA INC | TSLA | Consumer Cyclical | 0.31% | 3,173 | -45 | -1.40% | $1,334,564 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.30% | 5,274 | +133 | +2.59% | $1,257,042 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.25% | 24,348 | +42 | +0.17% | $1,080,099 |
| META PLATFORMS INC | META | Communication Services | 0.24% | 1,823 | -175 | -8.76% | $1,027,019 |
| CATERPILLAR INC | CAT | Industrials | 0.24% | 958 | -22 | -2.24% | $1,020,204 |
| VANGUARD STAR FDS | VXUS | Other | 0.24% | 11,908 | +16 | +0.13% | $1,018,042 |
| VANECK ETF TRUST | SMH | Other | 0.23% | 1,496 | - | - | $981,211 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.23% | 26,476 | +281 | +1.07% | $975,388 |
| MICROSOFT CORP | MSFT | Technology | 0.22% | 2,504 | -46 | -1.80% | $933,916 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.19% | 10,393 | -170 | -1.61% | $821,348 |
| ISHARES TR | SGOV | Other | 0.19% | 7,929 | +69 | +0.88% | $798,217 |
| ISHARES TR | IJS | Other | 0.18% | 5,521 | -70 | -1.25% | $754,624 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.14% | 15,002 | +52 | +0.35% | $581,911 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.14% | 10,752 | - | - | $580,805 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.13% | 9,354 | -14 | -0.15% | $558,320 |
| RIOT PLATFORMS INC | RIOT | Financial Services | 0.13% | 20,097 | -4,445 | -18.11% | $550,256 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.13% | 552 | - | - | $532,541 |
| VANGUARD WORLD FD | VGT | Other | 0.12% | 4,170 | +3,649 | +700.38% | $498,372 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.11% | 13,224 | - | - | $460,327 |
| WALMART INC | WMT | Consumer Defensive | 0.10% | 3,906 | -252 | -6.06% | $442,416 |
| GLOBAL X FDS | MLPX | Other | 0.10% | 5,985 | - | - | $440,855 |
| HUT 8 CORP | HUT | Financial Services | 0.10% | 3,683 | +3,683 | +100.00% | $425,184 |
| ISHARES INC | IEMG | Other | 0.10% | 5,132 | -461 | -8.24% | $425,148 |
| ELI LILLY & CO | LLY | Healthcare | 0.10% | 348 | -7 | -1.97% | $417,636 |
| COMFORT SYS USA INC | FIX | Industrials | 0.10% | 209 | +63 | +43.15% | $414,545 |
| ISHARES TR | IVV | Other | 0.09% | 536 | +66 | +14.04% | $401,738 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.09% | 4,140 | -415 | -9.11% | $399,473 |
| VANGUARD INDEX FDS | VBR | Other | 0.08% | 1,447 | - | - | $351,607 |
| WORLD GOLD TR | GLDM | Other | 0.08% | 4,197 | - | - | $333,326 |
| GLOBAL X FDS | MLPA | Other | 0.07% | 5,961 | - | - | $316,410 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.07% | 1,160 | +1 | +0.09% | $313,591 |
| HBT FINL INC. | HBT | Financial Services | 0.07% | 9,594 | - | - | $306,912 |
| BONDBLOXX ETF TRUST | XHLF | Other | 0.07% | 6,081 | +6,081 | +100.00% | $305,854 |
| ISHARES TR | IBDS | Other | 0.07% | 12,124 | +128 | +1.07% | $293,647 |
| BROADCOM INC | AVGO | Technology | 0.06% | 700 | -136 | -16.27% | $264,431 |
| DEERE & CO | DE | Industrials | 0.06% | 401 | +1 | +0.25% | $254,130 |
| EATON CORP PLC | ETN | Other | 0.06% | 561 | - | - | $239,053 |
| VANGUARD INDEX FDS | VOE | Other | 0.06% | 1,198 | - | - | $236,725 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.06% | 466 | -46 | -8.98% | $233,182 |
| VANGUARD INDEX FDS | VV | Other | 0.05% | 636 | - | - | $218,727 |
| VANGUARD WELLINGTON FD | VFMO | Other | 0.05% | 845 | +845 | +100.00% | $210,721 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.05% | 6,890 | - | - | $207,871 |