Meredith Wealth Planning Portfolio Stock Holdings
Meredith Wealth Planning disclosed 70 stock positions valued at approximately $369.1 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 March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 70
- Portfolio Value
- $369.1M
Holdings by Sector
Meredith Wealth Planning Portfolio Holdings in Q1 2026
66 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 | 17.72% | 591,966 | +8,399 | +1.44% | $65,394,520 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 11.95% | 1,199,622 | +323,440 | +36.91% | $44,098,091 |
| AMERICAN CENTY ETF TR | AVDV | Other | 8.48% | 313,555 | -8,808 | -2.73% | $31,311,650 |
| AMERICAN CENTY ETF TR | AVGE | Other | 6.64% | 278,601 | +45,898 | +19.72% | $24,522,486 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 6.32% | 723,499 | +234,072 | +47.83% | $23,311,131 |
| AMERICAN CENTY ETF TR | AVES | Other | 4.64% | 285,808 | +5,651 | +2.02% | $17,142,752 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 4.01% | 350,778 | +49,394 | +16.39% | $14,809,840 |
| AMERICAN CENTY ETF TR | AVUS | Other | 3.31% | 109,999 | +20,379 | +22.74% | $12,229,653 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 2.89% | 197,859 | +65,820 | +49.85% | $10,682,407 |
| ISHARES TR | MTUM | Other | 2.51% | 38,675 | -46,373 | -54.53% | $9,281,653 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 2.08% | 160,292 | +31,681 | +24.63% | $7,674,779 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.49% | 64,897 | +25,138 | +63.23% | $5,505,851 |
| ISHARES TR | IMTM | Other | 1.13% | 86,479 | -151,838 | -63.71% | $4,152,715 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 0.96% | 105,098 | +1,582 | +1.53% | $3,551,253 |
| NVIDIA CORPORATION | NVDA | Technology | 0.88% | 18,698 | -1,541 | -7.61% | $3,260,958 |
| VANGUARD INDEX FDS | VOO | Other | 0.84% | 5,217 | +18 | +0.35% | $3,117,587 |
| VANGUARD INDEX FDS | VTI | Other | 0.84% | 9,697 | +1 | +0.01% | $3,110,829 |
| SPDR SERIES TRUST | SLYV | Other | 0.80% | 31,086 | +656 | +2.16% | $2,940,133 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.64% | 49,216 | +5,767 | +13.27% | $2,358,913 |
| DIMENSIONAL ETF TRUST | DGCB | Other | 0.63% | 42,851 | -3,945 | -8.43% | $2,319,723 |
| ALPHABET INC | GOOGL | Communication Services | 0.57% | 7,353 | -308 | -4.02% | $2,114,369 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.50% | 36,302 | +17,410 | +92.16% | $1,840,870 |
| APPLE INC | AAPL | Technology | 0.47% | 6,898 | -2,585 | -27.26% | $1,750,613 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.47% | 34,948 | +1,150 | +3.40% | $1,743,580 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.43% | 25,175 | +1,233 | +5.15% | $1,572,185 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.37% | 18,372 | +21 | +0.11% | $1,374,783 |
| EA SERIES TRUST | QVAL | Other | 0.35% | 24,840 | +20 | +0.08% | $1,295,167 |
| TESLA INC | TSLA | Consumer Cyclical | 0.32% | 3,218 | +45 | +1.42% | $1,196,292 |
| META PLATFORMS INC | META | Communication Services | 0.31% | 1,998 | +159 | +8.65% | $1,143,132 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.29% | 5,141 | -74 | -1.42% | $1,070,749 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.26% | 24,306 | +51 | +0.21% | $944,548 |
| MICROSOFT CORP | MSFT | Technology | 0.26% | 2,550 | +179 | +7.55% | $943,986 |
| VANGUARD STAR FDS | VXUS | Other | 0.25% | 11,892 | -21 | -0.18% | $916,963 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.24% | 26,195 | +46 | +0.18% | $889,829 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.23% | 10,563 | -1,222 | -10.37% | $837,318 |
| ISHARES TR | SGOV | Other | 0.21% | 7,860 | +45 | +0.58% | $791,177 |
| CATERPILLAR INC | CAT | Industrials | 0.19% | 980 | - | - | $694,311 |
| ISHARES TR | IJS | Other | 0.18% | 5,591 | -44 | -0.78% | $662,248 |
| VANECK ETF TRUST | SMH | Other | 0.16% | 1,496 | - | - | $573,566 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.15% | 10,752 | -16 | -0.15% | $567,473 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.14% | 14,950 | -131 | -0.87% | $523,842 |
| WALMART INC | WMT | Consumer Defensive | 0.14% | 4,158 | -1,422 | -25.48% | $516,710 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.14% | 9,368 | -224 | -2.34% | $506,332 |
| GLOBAL X FDS | MLPX | Other | 0.12% | 5,985 | +5,985 | +100.00% | $442,531 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.12% | 1,260 | +525 | +71.43% | $425,634 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.11% | 13,224 | - | - | $403,332 |
| ISHARES INC | IEMG | Other | 0.11% | 5,593 | -114 | -2.00% | $390,084 |
| WORLD GOLD TR | GLDM | Other | 0.11% | 4,197 | - | - | $389,020 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.10% | 4,555 | +4,555 | +100.00% | $367,028 |
| VANGUARD WORLD FD | VGT | Other | 0.10% | 521 | +1 | +0.19% | $363,334 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.10% | 1,159 | -2 | -0.17% | $360,175 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 355 | -1 | -0.28% | $326,548 |
| GLOBAL X FDS | MLPA | Other | 0.09% | 5,961 | +5,961 | +100.00% | $321,119 |
| VANGUARD INDEX FDS | VBR | Other | 0.09% | 1,447 | - | - | $314,361 |
| ISHARES TR | IVV | Other | 0.08% | 470 | +1 | +0.21% | $307,238 |
| RIOT PLATFORMS INC | RIOT | Financial Services | 0.08% | 24,542 | - | - | $303,339 |
| ISHARES TR | IBDS | Other | 0.08% | 11,996 | +44 | +0.37% | $290,780 |
| BROADCOM INC | AVGO | Technology | 0.07% | 836 | -41 | -4.68% | $258,755 |
| HBT FINL INC. | HBT | Financial Services | 0.07% | 9,594 | - | - | $256,352 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.07% | 6,890 | +6,890 | +100.00% | $244,182 |
| DEERE & CO | DE | Industrials | 0.06% | 400 | +400 | +100.00% | $225,531 |
| VANGUARD INDEX FDS | VOE | Other | 0.06% | 1,198 | - | - | $220,767 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.06% | 552 | +552 | +100.00% | $216,195 |
| VANGUARD WORLD FD | VDE | Other | 0.06% | 1,224 | +1,224 | +100.00% | $211,801 |
| COMFORT SYS USA INC | FIX | Industrials | 0.05% | 146 | +146 | +100.00% | $201,432 |
| EATON CORP PLC | ETN | Other | 0.05% | 561 | +561 | +100.00% | $200,653 |