Meredith Wealth Planning Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Meredith Wealth Planning disclosed 69 stock positions valued at approximately $423.71M as of quarter-end June 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 69
- Portfolio Value
- $423.71M
Holdings by Sector
Meredith Wealth Planning Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 69 holdings in the latest reporting period.