Meredith Wealth Planning Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Meredith Wealth Planning disclosed 80 stock positions valued at approximately $400.65M as of quarter-end September 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $400.65M
Holdings by Sector
Meredith Wealth Planning Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUV | Other | 17.26% | 587,106 | -1,341 | -0.23% | $69,143,478 |
| AMERICAN CENTY ETF TR | AVGV | Other | 14.31% | 679,434 | +66,378 | +10.83% | $57,317,088 |
| AMERICAN CENTY ETF TR | AVDV | Other | 8.57% | 314,035 | -3,842 | -1.21% | $34,349,171 |
| AMERICAN CENTY ETF TR | AVGE | Other | 7.55% | 307,689 | +10,436 | +3.51% | $30,258,146 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 6.79% | 480,186 | +480,186 | +100.00% | $27,207,365 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 6.04% | 718,555 | -10,963 | -1.50% | $24,208,130 |
| AMERICAN CENTY ETF TR | AVES | Other | 4.72% | 290,287 | +1,213 | +0.42% | $18,906,382 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 4.05% | 312,809 | +84,416 | +36.96% | $16,242,938 |
| AMERICAN CENTY ETF TR | AVUS | Other | 3.56% | 111,204 | -120 | -0.11% | $14,244,183 |
| ISHARES TR | MTUM | Other | 3.02% | 38,179 | -521 | -1.35% | $12,115,697 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 2.78% | 193,683 | +193,683 | +100.00% | $11,148,419 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 2.05% | 176,763 | -3,698 | -2.05% | $8,214,523 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.52% | 67,564 | +2,921 | +4.52% | $6,088,236 |
| ISHARES TR | IMTM | Other | 1.14% | 86,689 | -166 | -0.19% | $4,562,451 |
| NVIDIA CORPORATION | NVDA | Technology | 1.02% | 17,947 | -926 | -4.91% | $4,098,709 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 0.98% | 95,503 | -8,830 | -8.46% | $3,929,011 |
| SPDR SERIES TRUST | SLYV | Other | 0.78% | 30,660 | -694 | -2.21% | $3,131,915 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.77% | 77,112 | -298,955 | -79.50% | $3,093,731 |
| ALPHABET INC | GOOGL | Communication Services | 0.64% | 7,444 | -104 | -1.38% | $2,561,183 |
| VANGUARD INSTL INDEX FD | VBIL | Other | 0.63% | 33,398 | +1,395 | +4.36% | $2,528,910 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.63% | 54,769 | -758 | -1.37% | $2,521,008 |
| EA SERIES TRUST | AAEQ | Other | 0.61% | 44,468 | -36,497 | -45.08% | $2,439,909 |
| APPLE INC | AAPL | Technology | 0.61% | 7,317 | +136 | +1.89% | $2,436,668 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.53% | 42,223 | +4,445 | +11.77% | $2,131,830 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.49% | 24,588 | +81 | +0.33% | $1,957,918 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.42% | 25,224 | +47 | +0.19% | $1,675,862 |
| EA SERIES TRUST | QVAL | Other | 0.36% | 24,973 | +90 | +0.36% | $1,457,431 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.36% | 1,357 | +104 | +8.30% | $1,445,290 |
| KRANESHARES TRUST | KMLM | Other | 0.36% | 46,384 | +46,384 | +100.00% | $1,442,090 |
| VANGUARD INDEX FDS | VTI | Other | 0.34% | 3,681 | -4,822 | -56.71% | $1,377,572 |
Showing 30 of 80 holdings in the latest reporting period.