Meredith Wealth Planning
Sector Allocation
- Other95.0%$380.4M
- Technology3.3%$13.3M
- Consumer Discretionary0.7%$2.7M
- Financials0.5%$1.8M
- Industrials0.4%$1.6M
- Consumer Staples0.1%$392,249
- Healthcare0.1%$379,942
AUM History
13fpro.ai/research/fund/meredith-wealth-planning-1956471
Conviction and streaks
Stable · top 10 = 75.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- AMERICAN$69.1M
- AMERICAN$57.3M
- AMERICAN$34.3M
- AMERICAN$30.3M
- VANGUARD$27.2M
- DIMENSIONAL$24.2M
- AMERICAN$18.9M
- DIMENSIONAL$16.2M
- AMERICAN$14.2M
- ISHARES$12.1M
- VANGUARD$11.1M
- DIMENSIONAL$8.2M
- AMERICAN$6.1M
- ISHARES$4.6M
NVDA
$4.1M- DIMENSIONAL$3.9M
- SPDR$3.1M
- DIMENSIONAL$3.1M
GOOGL
$2.6M- VANGUARD$2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meredith-wealth-planning-1956471
Meredith Wealth Planning 13F holdings — Q3 2026
$400.6M portfolio (-5.4% QoQ) · 80 holdings · Q3 2026 13F · top 10 are 76% of the stock portfolio
- 1
AMERICAN CENTY ETF TR - US SML CP VALU
$69.1M
17.3% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
AMERICAN CENTY ETF TR - AVANTIS ALL EQT
$57.3M
14.3% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
AMERICAN CENTY ETF TR - INTL SMCP VLU
$34.3M
8.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMERICAN CENTY ETF TR - AVANTIS ALL EQT
$30.3M
7.5% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$27.2M
6.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - INTL HIGH PROFIT
$24.2M
6.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
AMERICAN CENTY ETF TR - EMERGING MKT VAL
$18.9M
4.7% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF
$16.2M
4.0% of stocks
+37%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
AMERICAN CENTY ETF TR - US EQT ETF
$14.2M
3.6% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - MSCI USA MMENTM
$12.1M
3.0% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR - US SML CP VALU | $69.1M | 17.3% | -0.2% | — | — | — | — | |
| 2 | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | $57.3M | 14.3% | +11% | — | — | — | — | |
| 3 | AMERICAN CENTY ETF TR - INTL SMCP VLU | $34.3M | 8.6% | -1% | — | — | — | — | |
| 4 | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | $30.3M | 7.5% | +4% | — | — | — | — | |
| 5 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $27.2M | 6.8% | New | — | New this quarter | — | — | |
| 6 | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $24.2M | 6.0% | -2% | — | — | — | — | |
| 7 | AMERICAN CENTY ETF TR - EMERGING MKT VAL | $18.9M | 4.7% | +0.4% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $16.2M | 4.0% | +37% | — | — | — | — | |
| 9 | AMERICAN CENTY ETF TR - US EQT ETF | $14.2M | 3.6% | -0.1% | — | — | — | — | |
| 10 | ISHARES TR - MSCI USA MMENTM | $12.1M | 3.0% | -1% | — | — | — | — |
All holdings — Meredith Wealth Planning (Q3 2026)
80 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund | — | $11.1M | 2.8% | 194K | New | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETFetf/fund | — | $8.2M | 2.0% | 177K | -2% | — | — | 13F |
| 13 | — | AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund | — | $6.1M | 1.5% | 68K | +5% | — | — | 13F |
| 14 | — | ISHARES TR - MSCI INTL MOMENTetf/fund | — | $4.6M | 1.1% | 87K | -0.2% | — | — | 13F |
| 15 | NVIDIA CORP | Technology | $4.1M | 1.0% | 18K | -5% | 11+ qtrs | 86.0 | 13F | |
| 16 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS HIetf/fund | — | $3.9M | 1.0% | 96K | -8% | — | — | 13F |
| 17 | — | SPDR SERIES TRUST - ST STR SP600SM Cetf/fund | — | $3.1M | 0.8% | 31K | -2% | — | — | 13F |
| 18 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETFetf/fund | — | $3.1M | 0.8% | 77K | -79% | — | — | 13F |
| 19 | Alphabet Inc. | Technology | $2.6M | 0.6% | 7,444 | -1% | 11+ qtrs | 77.7 | 13F | |
| 20 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETFetf/fund | — | $2.5M | 0.6% | 33K | +4% | — | — | 13F |
| 21 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETFetf/fund | — | $2.5M | 0.6% | 55K | -1% | — | — | 13F |
| 22 | — | EA SERIES TRUST - ALPHA ARCHITECT | — | $2.4M | 0.6% | 44K | -45% | — | — | 13F |
| 23 | Apple Inc. | Technology | $2.4M | 0.6% | 7,317 | +2% | 11+ qtrsAdded 2 qtrs in a row | 75.7 | 13F | |
| 24 | — | DIMENSIONAL ETF TRUST - ULTR FIX INC ETFetf/fund | — | $2.1M | 0.5% | 42K | +12% | — | — | 13F |
| 25 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LRetf/fund | — | $2.0M | 0.5% | 25K | +0.3% | — | — | 13F |
| 26 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $1.7M | 0.4% | 25K | +0.2% | |||
| 27 | — | EA SERIES TRUST - US QUAN VALUE | — | $1.5M | 0.4% | 25K | +0.4% | |||
| 28 | $MU | MICRON TECHNOLOGY INC | Technology | $1.4M | 0.4% | 1,357 | +8% | |||
| 29 | — | KRANESHARES TRUST - MOUNT LUCAS ETF | — | $1.4M | 0.4% | 46K | New | |||
| 30 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.4M | 0.3% | 3,681 | -57% | |||
| 31 | — | DIMENSIONAL ETF TRUST - GLOBAL CR ETF | — | $1.3M | 0.3% | 25K | -37% | |||
| 32 | $MSFT | MICROSOFT CORP | Technology | $1.3M | 0.3% | 2,471 | -1% | |||
| 33 | $META | Meta Platforms, Inc. | Technology | $1.3M | 0.3% | 1,741 | -4% | |||
| 34 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.2M | 0.3% | 4,989 | -5% | |||
| 35 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.2M | 0.3% | 37K | New | |||
| 36 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.3% | 3,296 | +4% | |||
| 37 | — | EA SERIES TRUST - ALPHA ARCHITECT | — | $1.1M | 0.3% | 20K | — | |||
| 38 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.1M | 0.3% | 1,573 | -69% | |||
| 39 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $1.1M | 0.3% | 24K | +0.2% | |||
| 40 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $986K | 0.3% | 27K | +0.6% | |||
| 41 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $904K | 0.2% | 1,485 | -0.7% | |||
| 42 | — | ISHARES TR - 0-3 MTH TREASURY | — | $805K | 0.2% | 7,995 | +0.8% | |||
| 43 | $CAT | CATERPILLAR INC | Industrials | $778K | 0.2% | 959 | +0.1% | |||
| 44 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $759K | 0.2% | 15K | New | |||
| 45 | — | ISHARES TR - SP SMCP600VL ETF | — | $700K | 0.2% | 5,468 | -1.0% | |||
| 46 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $649K | 0.2% | 12K | +8% | |||
| 47 | — | ISHARES TR - CORE DIV GRWTH | — | $608K | 0.1% | 8,069 | New | |||
| 48 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $556K | 0.1% | 9,382 | +0.3% | |||
| 49 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $554K | 0.1% | 6,521 | -45% | |||
| 50 | — | EA SERIES TRUST - ALPHA ARCHITECT | — | $536K | 0.1% | 10K | -87% | |||
| 51 | — | VANGUARD WORLD FD - INF TECH ETF | — | $525K | 0.1% | 4,175 | +0.1% | |||
| 52 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $472K | 0.1% | 2,042 | +41% | |||
| 53 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $440K | 0.1% | 13K | — | |||
| 54 | — | ISHARES INC - CORE MSCI EMKT | — | $427K | 0.1% | 5,256 | +2% | |||
| 55 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $418K | 0.1% | 5,985 | — | |||
| 56 | $RIOT | Riot Platforms, Inc. | Financials | $405K | 0.1% | 20K | — | |||
| 57 | — | ISHARES TR - RUS 1000 GRW ETF | — | $400K | 0.1% | 3,192 | New | |||
| 58 | $WMT | Walmart Inc. | Consumer Staples | $392K | 0.1% | 3,775 | -3% | |||
| 59 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $392K | 0.1% | 4,164 | +0.6% | |||
| 60 | $LLY | ELI LILLY & Co | Healthcare | $380K | 0.1% | 328 | -6% | |||
| 61 | — | SCHWAB STRATEGIC TR - CORE BOND ETF | — | $363K | 0.1% | 15K | New | |||
| 62 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $346K | 0.1% | 209 | — | |||
| 63 | $GLDM | World Gold Trust | Financials | $345K | 0.1% | 4,197 | — | |||
| 64 | $HBT | HBT Financial, Inc. | Financials | $339K | 0.1% | 9,594 | — | |||
| 65 | — | ISHARES TR - CORE S&P500 ETF | — | $339K | 0.1% | 443 | -17% | |||
| 66 | — | GLOBAL X FDS - GLBL X MLP ETF | — | $317K | 0.1% | 5,961 | — | |||
| 67 | $HUT | Hut 8 Corp. | Financials | $317K | 0.1% | 3,683 | — | |||
| 68 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $315K | 0.1% | 7,270 | New | |||
| 69 | — | ISHARES TR - IBONDS 27 ETF | — | $284K | 0.1% | 12K | -3% | |||
| 70 | $MCD | MCDONALDS CORP | Consumer Discretionary | $268K | 0.1% | 1,162 | +0.2% | |||
| 71 | — | VANGUARD WELLESLEY INCOME FD - TARGET MATURITY | — | $260K | 0.1% | 3,449 | +5% | |||
| 72 | $AVGO | Broadcom Inc. | Technology | $254K | 0.1% | 724 | +3% | |||
| 73 | — | BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | — | $248K | 0.1% | 4,935 | -19% | |||
| 74 | $ETN | Eaton Corp plc | Industrials | $242K | 0.1% | 564 | +0.5% | |||
| 75 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $234K | 0.1% | 1,198 | — | |||
| 76 | $DE | DEERE & CO | Industrials | $226K | 0.1% | 336 | -16% | |||
| 77 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $224K | 0.1% | 636 | — | |||
| 78 | $PHYS | Sprott Physical Gold Trust | Financials | $215K | 0.1% | 6,890 | — | |||
| 79 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $214K | 0.1% | 430 | -8% | |||
| 80 | — | VANGUARD WORLD FD - ENERGY ETF | — | $211K | 0.1% | 1,224 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 10 new, 27 added to, 31 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS$27.2M
first bought this quarter
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$11.1M
first bought this quarter
- KRANESHARES TRUST - MOUNT LUCAS ETF$1.4M
first bought this quarter
- SCHWAB STRATEGIC TR - US DIVIDEND EQ$1.2M
first bought this quarter
- SPDR INDEX SHS FDS - ST STR PO EX ETF$759K
first bought this quarter
- ISHARES TR - CORE DIV GRWTH$608K
first bought this quarter
+4 more in the Excel export
Added to (27)
- AMERICAN CENTY ETF TR - AVANTIS ALL EQT+11%
now $57.3M
- DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF+37%
now $16.2M
- AMERICAN CENTY ETF TR - INTL EQT ETF+5%
now $6.1M
- DIMENSIONAL ETF TRUST - ULTR FIX INC ETF+12%
now $2.1M
- VANGUARD INDEX FDS - MRNGSTR SML CP V+41%
now $472K
$MUMICRON TECHNOLOGY INC+8%
now $1.4M · held 4 qtrs
+21 more in the Excel export
Trimmed (31)
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF-79%
now $3.1M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-69%
now $1.1M
- EA SERIES TRUST - ALPHA ARCHITECT-45%
now $2.4M
- VANGUARD INDEX FDS - MRNGSTR TTL STK-57%
now $1.4M
- DIMENSIONAL ETF TRUST - GLOBAL CR ETF-37%
now $1.3M
- VANGUARD STAR FDS - VG TL INTL STK F-45%
now $554K
+25 more in the Excel export
Sold out (5)
- DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $49.6M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDwas $821K
- DIMENSIONAL ETF TRUST - US SMALL CAP ETFwas $582K
$STXSeagate Technology Holdings plcwas $533K
held 2 qtrs
- VANGUARD WELLINGTON FD - US MOMENTUMwas $211K
Holdings by quarter
Every 13F Meredith Wealth Planning has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow Meredith Wealth Planning?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Meredith Wealth Planning's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-3.5%
Value-weighted move of the 10 largest stock positions
Turnover
14%
Last quarter; 22% over the last 4
Top 10 weight
76%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Meredith Wealth Planning disclosed 80 positions worth $400.6M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 10 new positions and exited 5. The portfolio is most concentrated in Other (95.0% of disclosed assets). All figures are sourced directly from Meredith Wealth Planning’s Form 13F-HR filing with the SEC under CIK 1956471.
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