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CIK: 0001956471
Total reported value
$423.7M
$423.7M
62 檔
42.0%
During the Q4 2025 filing period, Meredith Wealth Planning (CIK: 0001956471) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $423.7M across 62 reported positions.
In Q4 2025, Meredith Wealth Planning displayed an active expansion posture, initiating 3 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 | 17.72% | -0.39% | +0.08% | |
| 2 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 10.03% | +1.07% | +1.11% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 9.92% | -0.24% | -0.03% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 9.02% | -0.75% | -2.08% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 6.34% | +0.62% | -0.45% | |
| 6 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 5.95% | +0.31% | +44.93% | |
| 7 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 4.86% | -0.16% | +0.65% | |
| 8 | DIHP | Dimensional International Hi | ETF-Other | 4.61% | -0.44% | +3.32% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.82% | -0.26% | +3.82% | |
| 10 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 3.40% | -0.03% | +1.86% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.98% | +0.06% | -2.41% | |
| 12 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.13% | +0.05% | +42.28% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.84% | -0.05% | +30.37% | |
| 14 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 1.19% | — | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.01% | +0.76% | |
| 16 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.99% | +0.09% | +3.88% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 0.97% | -0.13% | -2.82% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.02% | +1.36% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | -0.10% | -0.29% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.82% | +0.01% | -0.41% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.02% | -7.85% | |
| 22 | DGCB | Dimensional Global Credit | ETF-Other | 0.76% | -0.12% | -5.87% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.07% | -1.58% | |
| 24 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.62% | -0.01% | +123.96% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.51% | -0.47% | EXIT | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | — | -0.97% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.42% | -0.01% | +1.06% | |
| 28 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.39% | +0.08% | +1.14% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.07% | +0.82% | |
| 30 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.36% | -0.02% | +1.02% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.01% | -16.68% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.04% | +1.59% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.29% | -0.01% | +1.43% | |
| 34 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.28% | -0.05% | -0.30% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.28% | -0.04% | +2.11% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.27% | -0.01% | -1.10% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.25% | -0.01% | +1.20% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.23% | -0.02% | -47.38% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.19% | — | +1.17% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.04% | -14.90% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | +0.05% | -16.95% | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.16% | +0.07% | — | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.16% | -0.01% | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | -0.01% | -5.12% | |
| 45 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.15% | — | +1.24% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.12% | +0.02% | +10.17% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.12% | — | — | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.11% | -0.01% | -0.45% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.01% | +0.28% | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.11% | -0.03% | +3.76% |
According to official SEC Form 13F filings, Meredith Wealth Planning reported a total U.S. public equity portfolio value of $423.7M across 62 disclosed positions in Q4 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, AVGV, DUHP) accounted for 42.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAEQ
市值: $4.0M
Top Position Liquidated / Trimmed
AAUS
前期市值: $511.6K
During Q4 2025, Meredith Wealth Planning's top holdings by market value included AVUV (17.7%)、AVGV (10.0%)、DUHP (9.9%). The largest single position, AVUV, represented 17.7% of total portfolio value.
In Q4 2025, Meredith Wealth Planning made 48 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 15 holdings, and fully liquidating 4 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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