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CIK: 0001956471
Total reported value
$423.7M
$423.7M
63 檔
41.2%
According to the latest 13F quarterly dataset, Meredith Wealth Planning managed an equity portfolio of $423.7M at the end of Q3 2025, spanning 63 distinct U.S. exchange-listed positions.
In Q3 2025, Meredith Wealth Planning displayed an active expansion posture, initiating 14 new positions and adding to 26 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 | 18.39% | -0.39% | +3.09% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 10.49% | -0.24% | +6.29% | |
| 3 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 10.15% | +1.07% | +7.78% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 9.29% | -0.75% | -0.44% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 6.94% | +0.62% | -1.97% | |
| 6 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 5.06% | -0.16% | +2.55% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 4.56% | -0.44% | +8.82% | |
| 8 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 4.24% | +0.31% | +9.32% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.93% | -0.26% | +9.11% | |
| 10 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 3.55% | -0.03% | -1.67% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.16% | +0.06% | +11.10% | |
| 12 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.63% | +0.05% | +29.85% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.51% | -0.05% | +54.50% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | +0.01% | +305.29% | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 1.02% | -0.13% | +12.39% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.01% | -0.10% | -1.89% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.02% | +10.80% | |
| 18 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.96% | +0.09% | +4.01% | |
| 19 | DGCB | Dimensional Global Credit | ETF-Other | 0.87% | -0.12% | +28.39% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.86% | +0.01% | +0.52% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.83% | +0.02% | +5.14% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.07% | -5.22% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.55% | -0.47% | EXIT | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.47% | -0.02% | -1.12% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | — | — | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 0.44% | -0.01% | -0.27% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.01% | +6.83% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.07% | -2.72% | |
| 29 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.39% | +0.08% | -0.04% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.04% | -3.11% | |
| 31 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.36% | -0.02% | -11.65% | |
| 32 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.30% | -0.05% | -26.54% | |
| 33 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.30% | -0.01% | +149.52% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.29% | -0.04% | -1.26% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.29% | -0.01% | +1.41% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | -0.01% | +0.05% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.26% | -0.01% | +1.42% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.04% | — | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | -0.18% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.18% | +0.05% | — | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | -0.01% | -5.03% | |
| 42 | AAUS | Alpha Architect US Eqy ETF | ETF-Other | 0.16% | — | — | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.16% | -0.01% | — | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.15% | +0.07% | -0.60% | |
| 45 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.15% | — | +0.45% | |
| 46 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.13% | — | +1.06% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.12% | — | — | |
| 48 | RIOT | Riot Platforms Inc | Stock-Financials | 0.12% | +0.05% | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.12% | -0.01% | -1.78% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.11% | -0.03% | +1.64% |
According to official SEC Form 13F filings, Meredith Wealth Planning reported a total U.S. public equity portfolio value of $423.7M across 63 disclosed positions in Q3 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 41.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSLA
市值: $1.4M
Top Position Liquidated / Trimmed
UNH
前期市值: $258.0K
During Q3 2025, Meredith Wealth Planning's top holdings by market value included AVUV (18.4%)、DUHP (10.5%)、AVGV (10.2%). The largest single position, AVUV, represented 18.4% of total portfolio value.
In Q3 2025, Meredith Wealth Planning made 48 total portfolio adjustments, initiating 14 new buys, adding to 26 positions, trimming 6 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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