Meredith Wealth Planning

Portfolio Overview

Meredith Wealth Planning disclosed 74 positions worth $423.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 2 — including a new stake in $HUT. The portfolio is most concentrated in Other (95.2% of disclosed assets). All figures are sourced directly from Meredith Wealth Planning’s Form 13F-HR filing with the SEC under CIK 1956471.

• AMERICAN CENTY ETF TR - US SML CP VALU

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  Quality

  $73.4M588,447 sh

• AMERICAN CENTY ETF TR - AVANTIS ALL EQT

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  Quality

  $52.1M613,056 sh

• DIMENSIONAL ETF TRUST - US HIGH PROF ETF

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  Quality

  $49.6M1,189,266 sh

• AMERICAN CENTY ETF TR - INTL SMCP VLU

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  Quality

  $32.8M317,877 sh

• AMERICAN CENTY ETF TR - AVANTIS ALL EQT

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  Quality

  $29.5M297,253 sh

• DIMENSIONAL ETF TRUST - INTL HIGH PROFIT

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  Quality

  $24.9M729,518 sh

• AMERICAN CENTY ETF TR - EMERGING MKT VAL

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  Quality

  $19.0M289,074 sh

• DIMENSIONAL ETF TRUST - CORE FIXE IN ETF

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  Quality

  $15.9M376,067 sh

• AMERICAN CENTY ETF TR - US EQT ETF

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  Quality

  $14.3M111,324 sh

• ISHARES TR - MSCI USA MMENTM

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  Quality

  $13.3M38,700 sh

Showing top 10 of 74 holdings.

Full Holdings — Meredith Wealth Planning (Q2 2026)

All 74 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 - US SML CP VALU	$73.4M	17.3%	-1%	—
2	—	AMERICAN CENTY ETF TR - AVANTIS ALL EQT	$52.1M	12.3%	+15%	—
3	—	DIMENSIONAL ETF TRUST - US HIGH PROF ETF	$49.6M	11.7%	-1%	—
4	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	$32.8M	7.7%	+1%	—
5	—	AMERICAN CENTY ETF TR - AVANTIS ALL EQT	$29.5M	7.0%	+7%	—
6	—	DIMENSIONAL ETF TRUST - INTL HIGH PROFIT	$24.9M	5.9%	+1%	—
7	—	AMERICAN CENTY ETF TR - EMERGING MKT VAL	$19.0M	4.5%	+1%	—
8	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	$15.9M	3.8%	+7%	—
9	—	AMERICAN CENTY ETF TR - US EQT ETF	$14.3M	3.4%	+1%	—
10	—	ISHARES TR - MSCI USA MMENTM	$13.3M	3.1%	+0%	—
11	—	DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF	$12.4M	2.9%	+15%	—
12	—	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	$8.6M	2.0%	+13%	—
13	—	AMERICAN CENTY ETF TR - INTL EQT ETF	$5.8M	1.4%	-0%	—
14	—	ISHARES TR - MSCI INTL MOMENT	$4.6M	1.1%	+0%	—
15	—	DIMENSIONAL ETF TRUST - EMERGING MKTS HI	$4.5M	1.1%	-1%	—
16	—	EA SERIES TRUST - ALPHA ARCHITECT	$4.3M	1.0%	-0%	—
17	$NVDA	NVIDIA CORP	$3.8M	0.9%	+1%	85.9
18	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$3.5M	0.8%	-3%	—
19	—	SPDR SERIES TRUST - ST STR SP600SM C	$3.4M	0.8%	+1%	—
20	—	VANGUARD INDEX FDS - TOTAL STK MKT	$3.1M	0.7%	-12%	—
21	$GOOG	Alphabet Inc.	$2.7M	0.6%	+3%	78.2
22	—	DIMENSIONAL ETF TRUST - NATL MUN BD ETF	$2.7M	0.6%	+13%	—
23	—	VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF	$2.4M	0.6%	+279%	—
24	—	DIMENSIONAL ETF TRUST - GLOBAL CR ETF	$2.2M	0.5%	-8%	—
25	$AAPL	Apple Inc.	$2.1M	0.5%	+4%	76.4
26	—	DIMENSIONAL ETF TRUST - ULTR FIX INC ETF	$1.9M	0.5%	+4%	—
27	—	AMERICAN CENTY ETF TR - INTERNATIONAL LR	$1.9M	0.5%	+33%	—
28	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	$1.8M	0.4%	+0%	—
29	$MU	MICRON TECHNOLOGY INC	$1.4M	0.3%	-1%	86.2
30	—	EA SERIES TRUST - US QUAN VALUE	$1.4M	0.3%	+0%	—
31	$TSLA	Tesla, Inc.	$1.3M	0.3%	-1%	53.9
32	$AMZN	AMAZON COM INC	$1.3M	0.3%	+3%	68.7
33	—	EA SERIES TRUST - ALPHA ARCHITECT	$1.1M	0.3%	+0%	—
34	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$1.1M	0.3%	+0%	—
35	$META	Meta Platforms, Inc.	$1.0M	0.2%	-9%	79.6
36	$CAT	CATERPILLAR INC	$1.0M	0.2%	-2%	66.5
37	—	VANGUARD STAR FDS - VG TL INTL STK F	$1.0M	0.2%	+0%	—
38	—	VANECK ETF TRUST - SEMICONDUCTR ETF	$981,211	0.2%	+0%	—
39	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$975,388	0.2%	+1%	—
40	$MSFT	MICROSOFT CORP	$933,916	0.2%	-2%	79.8
41	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$821,348	0.2%	-2%	—
42	—	ISHARES TR - 0-3 MTH TREASURY	$798,217	0.2%	+1%	—
43	—	ISHARES TR - SP SMCP600VL ETF	$754,624	0.2%	-1%	—
44	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$581,911	0.1%	+0%	—
45	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$580,805	0.1%	+0%	—
46	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$558,320	0.1%	-0%	—
47	$RIOT	Riot Platforms, Inc.	$550,256	0.1%	-18%	38.3
48	$STX	Seagate Technology Holdings plc	$532,541	0.1%	+0%	—
49	—	VANGUARD WORLD FD - INF TECH ETF	$498,372	0.1%	+700%	—
50	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	$460,327	0.1%	+0%	—
51	$WMT	Walmart Inc.	$442,416	0.1%	-6%	60.2
52	—	GLOBAL X FDS - GLB X MLP ENRG I	$440,855	0.1%	+0%	—
53	$HUT	Hut 8 Corp.	$425,184	0.1%	NEW	37.4
54	—	ISHARES INC - CORE MSCI EMKT	$425,148	0.1%	-8%	—
55	$LLY	ELI LILLY & Co	$417,636	0.1%	-2%	87.5
56	$FIX	COMFORT SYSTEMS USA INC	$414,545	0.1%	+43%	77.7
57	—	ISHARES TR - CORE S&P500 ETF	$401,738	0.1%	+14%	—
58	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$399,473	0.1%	-9%	—
59	—	VANGUARD INDEX FDS - SM CP VAL ETF	$351,607	0.1%	+0%	—
60	$GLDM	World Gold Trust	$333,326	0.1%	+0%	—
61	—	GLOBAL X FDS - GLBL X MLP ETF	$316,410	0.1%	+0%	—
62	$MCD	MCDONALDS CORP	$313,591	0.1%	+0%	69
63	$HBT	HBT Financial, Inc.	$306,912	0.1%	+0%	55.4
64	—	BONDBLOXX ETF TRUST - BLOOMBERG SIX MN	$305,854	0.1%	NEW	—
65	—	ISHARES TR - IBONDS 27 ETF	$293,647	0.1%	+1%	—
66	$AVGO	Broadcom Inc.	$264,431	0.1%	-16%	84.5
67	$DE	DEERE & CO	$254,130	0.1%	+0%	55.4
68	—	VANGUARD WELLESLEY INCOME FD - TARGET MATURITY	$249,695	0.1%	NEW	—
69	$ETN	Eaton Corp plc	$239,053	0.1%	+0%	—
70	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	$236,725	0.1%	+0%	—
71	$BRK.B	BERKSHIRE HATHAWAY INC	$233,182	0.1%	NEW	73.8
72	—	VANGUARD INDEX FDS - LARGE CAP ETF	$218,727	0.1%	NEW	—
73	—	VANGUARD WELLINGTON FD - US MOMENTUM	$210,721	0.1%	NEW	—
74	$PHYS	Sprott Physical Gold Trust	$207,871	0.1%	+0%	—