13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001956471
Total reported value
$423.7M
$423.7M
51 檔
30.5%
As reported in its official Q1 2025 Form 13F filing, Meredith Wealth Planning's tracked investment portfolio stood at $423.7M with 51 total positions.
Meredith Wealth Planning executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 3 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 18.44% | -0.39% | +1.98% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 11.12% | -0.24% | +4.66% | |
| 3 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 10.60% | +1.07% | +3.35% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 9.40% | -0.75% | +1.29% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 7.40% | +0.62% | -2.41% | |
| 6 | DIHP | Dimensional International Hi | ETF-Other | 5.04% | -0.44% | +4.17% | |
| 7 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 4.91% | -0.16% | +2.97% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.46% | -0.26% | +3.86% | |
| 9 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 4.03% | -0.03% | -0.89% | |
| 10 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 3.18% | +0.31% | +22.07% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.74% | +0.06% | -0.19% | |
| 12 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.51% | +0.05% | +0.40% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.27% | -0.05% | +8.83% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | -0.10% | -3.01% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -0.02% | -0.75% | |
| 16 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.98% | +0.09% | +2.23% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.96% | +0.02% | -3.10% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.92% | -0.47% | EXIT | |
| 19 | AVDE | Avantis International Equity | ETF-Other | 0.91% | -0.13% | +4.96% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.86% | +0.01% | +2.20% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.86% | -0.02% | — | |
| 22 | DGCB | Dimensional Global Credit | ETF-Other | 0.81% | -0.12% | +6.50% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.07% | -0.05% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.56% | -0.04% | -5.28% | |
| 25 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.52% | -0.02% | +0.26% | |
| 26 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.51% | +0.08% | +2.02% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.01% | -2.23% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.07% | -0.32% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.45% | -0.01% | -0.07% | |
| 30 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.43% | -0.05% | -27.91% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.04% | -2.60% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | -0.01% | +0.05% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.24% | — | -0.73% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.01% | -18.23% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | -0.01% | -9.84% | |
| 36 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.18% | — | +0.66% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | +0.05% | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.03% | -3.51% | |
| 39 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.14% | +0.07% | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.14% | -0.01% | — | |
| 41 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.14% | -0.01% | +4.01% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.01% | — | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.13% | -0.01% | -0.31% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | +0.06% | NEW | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | +0.22% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | — | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.11% | +0.02% | +0.21% | |
| 48 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.10% | — | +0.25% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.10% | -0.04% | — | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.10% | — | — |
According to official SEC Form 13F filings, Meredith Wealth Planning reported a total U.S. public equity portfolio value of $423.7M across 51 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVUV, DUHP, AVGV) accounted for 30.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SGOV
市值: $1.9M
Top Position Liquidated / Trimmed
AGS
前期市值: $439.3K
During Q1 2025, Meredith Wealth Planning's top holdings by market value included AVUV (18.4%)、DUHP (11.1%)、AVGV (10.6%). The largest single position, AVUV, represented 18.4% of total portfolio value.
In Q1 2025, Meredith Wealth Planning made 45 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.