Meredith Wealth Planning
$424M 13F equity value
76 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Meredith Wealth Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 588,447 | $73M | 17.3% |
| AVGV | AMERICAN CENTY ETF TR | 613,056 | $52M | 12.3% |
| DUHP | DIMENSIONAL ETF TRUST | 1,189,266 | $50M | 11.7% |
| AVDV | AMERICAN CENTY ETF TR | 317,877 | $33M | 7.7% |
| AVGE | AMERICAN CENTY ETF TR | 297,253 | $29M | 7.0% |
| DIHP | DIMENSIONAL ETF TRUST | 729,518 | $25M | 5.9% |
| AVES | AMERICAN CENTY ETF TR | 289,074 | $19M | 4.5% |
| DFCF | DIMENSIONAL ETF TRUST | 376,067 | $16M | 3.7% |
| AVUS | AMERICAN CENTY ETF TR | 111,324 | $14M | 3.4% |
| MTUM | ISHARES TR | 38,700 | $13M | 3.1% |
Track Meredith Wealth Planning's 13F portfolio: $424M in reported holdings, 76 positions. Top holdings and quarterly changes on SentiSense.
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