Meredith Wealth Planning
CIK: 0001956471Latest portfolio: $335.9M · Q4 2025
Holdings
62
Total Value
$335.9M
New Positions
62
Closed Positions
0
Top Holdings
View All 62 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 583,567 | $59.5M | 17.72% | NEW | |
| 2 | AVGVAMERICAN CENTY ETF TR | 460,263 | $33.7M | 10.03% | NEW | |
| 3 | DUHPDIMENSIONAL ETF TRUST | 876,182 | $33.3M | 9.92% | NEW | |
| 4 | AVDVAMERICAN CENTY ETF TR | 322,363 | $30.3M | 9.02% | NEW | |
| 5 | MTUMISHARES TR | 85,048 | $21.3M | 6.34% | NEW | |
| 6 | AVGEAMERICAN CENTY ETF TR | 232,703 | $20.0M | 5.95% | NEW | |
| 7 | AVESAMERICAN CENTY ETF TR | 280,157 | $16.3M | 4.86% | NEW | |
| 8 | DIHPDIMENSIONAL ETF TRUST | 489,427 | $15.5M | 4.61% | NEW | |
| 9 | DFCFDIMENSIONAL ETF TRUST | 301,384 | $12.8M | 3.82% | NEW | |
| 10 | IMTMISHARES TR | 238,317 | $11.4M | 3.40% | NEW | |
| 11 | AVUSAMERICAN CENTY ETF TR | 89,620 | $10.0M | 2.98% | NEW | |
| 12 | DFGPDIMENSIONAL ETF TRUST | 132,039 | $7.1M | 2.13% | NEW | |
| 13 | DFSDDIMENSIONAL ETF TRUST | 128,611 | $6.2M | 1.84% | NEW | |
| 14 | AAEQEA SERIES TRUST | 81,272 | $4.0M | 1.19% | NEW | |
| 15 | NVDANVIDIA CORPORATION | 20,239 | $3.8M | 1.12% | NEW | |
| 16 | DEHPDIMENSIONAL ETF TRUST | 103,516 | $3.3M | 0.99% | NEW | |
| 17 | AVDEAMERICAN CENTY ETF TR | 39,759 | $3.3M | 0.97% | NEW | |
| 18 | VOOVANGUARD INDEX FDS | 5,199 | $3.3M | 0.97% | NEW | |
| 19 | VTIVANGUARD INDEX FDS | 9,696 | $3.3M | 0.97% | NEW | |
| 20 | SLYVSPDR SERIES TRUST | 30,430 | $2.8M | 0.82% | NEW | |
| 21 | AAPLAPPLE INC | 9,483 | $2.6M | 0.77% | NEW | |
| 22 | DGCBDIMENSIONAL ETF TRUST | 46,796 | $2.5M | 0.76% | NEW | |
| 23 | GOOGLALPHABET INC | 7,661 | $2.4M | 0.71% | NEW | |
| 24 | DFNMDIMENSIONAL ETF TRUST | 43,449 | $2.1M | 0.62% | NEW | |
| 25 | VTEBVANGUARD MUN BD FDS | 33,798 | $1.7M | 0.51% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.951233682333212e+167T)
Technology0.0% ($377425771146.4T)
Consumer Cyclical0.0% ($14.3T)
Communication Services0.0% ($24.0B)
Consumer Defensive0.0% ($621K)
Industrials0.0% ($561K)
Healthcare0.0% ($382K)
Unknown0.0% ($257K)
Filing History
Fund Information
Meredith Wealth Planning is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $335.9M across 62 holdings. The largest position is AMERICAN CENTY ETF TR (AVUV), representing 17.7% of the portfolio. Compared to the previous quarter, the fund opened 62 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.