Meredith Wealth Planning
13F Reported Value
ⓘ$369.1M
Holdings
70
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Meredith Wealth Planning disclosed 70 positions worth $369.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 8 new positions and exited 1 and a full exit from $BRK-A. The portfolio is most concentrated in Other (95.6% of disclosed assets). All figures are sourced directly from Meredith Wealth Planning’s Form 13F-HR filing with the SEC under CIK 1956471.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AMERICAN CENTY ETF TR
—Quality
$65.4M591,966 shDIMENSIONAL ETF TRUST
—Quality
$44.1M1,199,622 shAMERICAN CENTY ETF TR
—Quality
$41.5M534,577 shAMERICAN CENTY ETF TR
—Quality
$31.3M313,555 shAMERICAN CENTY ETF TR
—Quality
$24.5M278,601 shDIMENSIONAL ETF TRUST
—Quality
$23.3M723,499 shAMERICAN CENTY ETF TR
—Quality
$17.1M285,808 shDIMENSIONAL ETF TRUST
—Quality
$14.8M350,778 shAMERICAN CENTY ETF TR
—Quality
$12.2M109,999 shDIMENSIONAL ETF TRUST
—Quality
$10.7M197,859 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMERICAN CENTY ETF TR | — | $65.4M | 591,966 |
| DIMENSIONAL ETF TRUST | — | $44.1M | 1,199,622 |
| AMERICAN CENTY ETF TR | — | $41.5M | 534,577 |
| AMERICAN CENTY ETF TR | — | $31.3M | 313,555 |
| AMERICAN CENTY ETF TR | — | $24.5M | 278,601 |
| DIMENSIONAL ETF TRUST | — | $23.3M | 723,499 |
| AMERICAN CENTY ETF TR | — | $17.1M | 285,808 |
| DIMENSIONAL ETF TRUST | — | $14.8M | 350,778 |
| AMERICAN CENTY ETF TR | — | $12.2M | 109,999 |
| DIMENSIONAL ETF TRUST | — | $10.7M | 197,859 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Meredith Wealth Planning's 70 positions.
Showing top 10 of 70 holdings.
Sector Allocation
Other
$353.0M
Technology
$10.1M
Industrials
$2.5M
Consumer Discretionary
$1.9M
Financials
$1.2M
Healthcare
$326,548
Full Holdings — Meredith Wealth Planning (Q1 2026)
All 70 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | AMERICAN CENTY ETF TR | $65.4M | 17.7% | +1% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $44.1M | 11.9% | +37% | — |
| 3 | — | AMERICAN CENTY ETF TR | $41.5M | 11.2% | +16% | — |
| 4 | — | AMERICAN CENTY ETF TR | $31.3M | 8.5% | -3% | — |
| 5 | — | AMERICAN CENTY ETF TR | $24.5M | 6.6% | +20% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $23.3M | 6.3% | +48% | — |
| 7 | — | AMERICAN CENTY ETF TR | $17.1M | 4.6% | +2% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $14.8M | 4.0% | +16% | — |
| 9 | — | AMERICAN CENTY ETF TR | $12.2M | 3.3% | +23% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $10.7M | 2.9% | +50% | — |
| 11 | — | ISHARES TR | $9.3M | 2.5% | -55% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $7.7M | 2.1% | +25% | — |
| 13 | — | AMERICAN CENTY ETF TR | $5.5M | 1.5% | +63% | — |
| 14 | — | ISHARES TR | $4.2M | 1.1% | -64% | — |
| 15 | — | EA SERIES TRUST | $3.8M | 1.0% | +0% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $3.6M | 1.0% | +2% | — |
| 17 |  $NVDA | NVIDIA CORP | $3.3M | 0.9% | -8% | 90.2 |
| 18 | — | VANGUARD INDEX FDS | $3.1M | 0.8% | +0% | — |
| 19 | — | VANGUARD INDEX FDS | $3.1M | 0.8% | +0% | — |
| 20 | — | SPDR SERIES TRUST | $2.9M | 0.8% | +2% | — |
| 21 | — | DIMENSIONAL ETF TRUST | $2.4M | 0.6% | +13% | — |
| 22 | — | DIMENSIONAL ETF TRUST | $2.3M | 0.6% | -8% | — |
| 23 |  $GOOG | Alphabet Inc. | $2.1M | 0.6% | -4% | 80.2 |
| 24 | — | DIMENSIONAL ETF TRUST | $1.8M | 0.5% | +92% | — |
| 25 |  $AAPL | Apple Inc. | $1.8M | 0.5% | -27% | 76.1 |
| 26 | — | VANGUARD MUN BD FDS | $1.7M | 0.5% | +3% | — |
| 27 | — | DIMENSIONAL ETF TRUST | $1.6M | 0.4% | +5% | — |
| 28 | — | AMERICAN CENTY ETF TR | $1.4M | 0.4% | +0% | — |
| 29 | — | EA SERIES TRUST | $1.3M | 0.3% | +0% | — |
| 30 |  $TSLA | Tesla, Inc. | $1.2M | 0.3% | +1% | 50.1 |
| 31 |  $META | Meta Platforms, Inc. | $1.1M | 0.3% | +9% | 80.9 |
| 32 |  $AMZN | AMAZON COM INC | $1.1M | 0.3% | -1% | 74.6 |
| 33 | — | EA SERIES TRUST | $957,103 | 0.3% | -21% | — |
| 34 | — | DIMENSIONAL ETF TRUST | $944,548 | 0.3% | +0% | — |
| 35 |  $MSFT | MICROSOFT CORP | $943,986 | 0.3% | +8% | 83.7 |
| 36 | — | VANGUARD STAR FDS | $916,963 | 0.3% | -0% | — |
| 37 | — | DIMENSIONAL ETF TRUST | $889,829 | 0.2% | +0% | — |
| 38 | — | VANGUARD SCOTTSDALE FDS | $837,318 | 0.2% | -10% | — |
| 39 | — | ISHARES TR | $791,177 | 0.2% | +1% | — |
| 40 |  $CAT | CATERPILLAR INC | $694,311 | 0.2% | +0% | 67.8 |
| 41 | — | ISHARES TR | $662,248 | 0.2% | -1% | — |
| 42 | — | VANGUARD INSTL INDEX FD | $637,989 | 0.2% | NEW | — |
| 43 | — | VANECK ETF TRUST | $573,566 | 0.2% | +0% | — |
| 44 | — | DIMENSIONAL ETF TRUST | $567,473 | 0.1% | -0% | — |
| 45 | — | DIMENSIONAL ETF TRUST | $523,842 | 0.1% | -1% | — |
| 46 |  $WMT | Walmart Inc. | $516,710 | 0.1% | -25% | 63.2 |
| 47 | — | VANGUARD INTL EQUITY INDEX F | $506,332 | 0.1% | -2% | — |
| 48 | — | GLOBAL X FDS | $442,531 | 0.1% | NEW | — |
| 49 |  $MU | MICRON TECHNOLOGY INC | $425,634 | 0.1% | +71% | 88.4 |
| 50 | — | SCHWAB STRATEGIC TR | $403,332 | 0.1% | +0% | — |
| 51 | — | ISHARES INC | $390,084 | 0.1% | -2% | — |
| 52 |  $GLDM | World Gold Trust | $389,020 | 0.1% | +0% | — |
| 53 | — | AMERICAN CENTY ETF TR | $367,028 | 0.1% | -99% | — |
| 54 | — | VANGUARD WORLD FD | $363,334 | 0.1% | +0% | — |
| 55 |  $MCD | MCDONALDS CORP | $360,175 | 0.1% | -0% | 73.9 |
| 56 |  $LLY | ELI LILLY & Co | $326,548 | 0.1% | -0% | 89.3 |
| 57 | — | GLOBAL X FDS | $321,119 | 0.1% | NEW | — |
| 58 | — | VANGUARD INDEX FDS | $314,361 | 0.1% | +0% | — |
| 59 | — | ISHARES TR | $307,238 | 0.1% | +0% | — |
| 60 |  $RIOT | Riot Platforms, Inc. | $303,339 | 0.1% | +0% | 51.3 |
| 61 | — | ISHARES TR | $290,780 | 0.1% | +0% | — |
| 62 |  $AVGO | Broadcom Inc. | $258,755 | 0.1% | -5% | 86.4 |
| 63 |  $HBT | HBT Financial, Inc. | $256,352 | 0.1% | +0% | — |
| 64 |  $PHYS | Sprott Physical Gold Trust | $244,182 | 0.1% | NEW | — |
| 65 |  $DE | DEERE & CO | $225,531 | 0.1% | NEW | 57.4 |
| 66 | — | VANGUARD INDEX FDS | $220,767 | 0.1% | +0% | — |
| 67 |  $STX | Seagate Technology Holdings plc | $216,195 | 0.1% | NEW | — |
| 68 | — | VANGUARD WORLD FD | $211,801 | 0.1% | +135% | — |
| 69 |  $FIX | COMFORT SYSTEMS USA INC | $201,432 | 0.1% | NEW | 79.5 |
| 70 |  $ETN | Eaton Corp plc | $200,653 | 0.1% | NEW | — |
New Positions (8)
Exited Positions (1)
$BRK-A BERKSHIRE HATHAWAY INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Meredith Wealth Planning including:
Track Meredith Wealth Planning's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Meredith Wealth Planning and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Meredith Wealth Planning
13F Pro is an AI hedge fund tracker and stock research platform. For Meredith Wealth Planning (SEC CIK: 1956471), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Meredith Wealth Planning's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.