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CIK: 0001956471
Total reported value
$423.7M
$423.7M
60 檔
36.7%
In Q2 2025, Meredith Wealth Planning's U.S. equity holdings reached a combined market value of $423.7M, distributed across 60 disclosed stock positions.
In Q2 2025, Meredith Wealth Planning displayed an active expansion posture, initiating 11 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 18.71% | -0.39% | +17.95% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 10.65% | -0.24% | +8.41% | |
| 3 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 10.00% | +1.07% | +6.83% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 9.52% | -0.75% | +8.23% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 7.61% | +0.62% | +4.98% | |
| 6 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 5.28% | -0.16% | +14.89% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 4.66% | -0.44% | +2.55% | |
| 8 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 4.13% | +0.31% | +45.11% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.08% | -0.26% | +10.70% | |
| 10 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 3.95% | -0.03% | +3.95% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.03% | +0.06% | +23.04% | |
| 12 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.41% | +0.05% | +11.24% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.11% | -0.05% | +5.18% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | -0.10% | +9.14% | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 0.98% | -0.13% | +16.48% | |
| 16 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.97% | +0.09% | +8.31% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.02% | -0.34% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.88% | +0.01% | +21.64% | |
| 19 | DGCB | Dimensional Global Credit | ETF-Other | 0.76% | -0.12% | +11.48% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.02% | +0.32% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | -0.47% | EXIT | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.55% | -0.02% | -22.25% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.07% | +0.07% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.07% | +0.43% | |
| 25 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.48% | -0.05% | +33.03% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.01% | +1.91% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.47% | -0.01% | +20.00% | |
| 28 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.44% | -0.02% | +0.44% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.04% | +0.42% | |
| 30 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.41% | +0.08% | -11.56% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.34% | -0.04% | -27.22% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.31% | -0.01% | — | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.30% | -0.01% | +2.67% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.01% | +2.59% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.27% | -0.01% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.04% | +149.51% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | +0.27% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.19% | -0.01% | +1.63% | |
| 39 | DFIV | Dimensional International Va | ETF-Other | 0.17% | -0.01% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | +0.05% | — | |
| 41 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.16% | — | — | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.15% | +0.07% | +0.60% | |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.15% | — | +1.03% | |
| 44 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.13% | -0.01% | +19.80% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.13% | — | — | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.13% | -0.01% | +1.21% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.03% | +0.09% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.11% | +0.02% | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | +0.43% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.10% | -0.01% | — |
According to official SEC Form 13F filings, Meredith Wealth Planning reported a total U.S. public equity portfolio value of $423.7M across 60 disclosed positions in Q2 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 36.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
DFAC
市值: $845.1K
Top Position Liquidated / Trimmed
UNH
前期市值: $258.0K
During Q2 2025, Meredith Wealth Planning's top holdings by market value included AVUV (18.7%)、DUHP (10.7%)、AVGV (10.0%). The largest single position, AVUV, represented 18.7% of total portfolio value.
In Q2 2025, Meredith Wealth Planning made 48 total portfolio adjustments, initiating 11 new buys, adding to 31 positions, trimming 4 holdings, and fully liquidating 2 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.
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