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CIK: 0001956471
Total reported value
$423.7M
$423.7M
70 檔
48.8%
At the close of Q1 2026, Meredith Wealth Planning disclosed equity holdings valued at approximately $423.7M, spread across 70 reported holdings.
In Q1 2026, 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 | 17.72% | -0.39% | +1.44% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 11.95% | -0.24% | +36.91% | |
| 3 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 11.23% | +1.07% | +16.15% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 8.48% | -0.75% | -2.73% | |
| 5 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 6.64% | +0.31% | +19.72% | |
| 6 | DIHP | Dimensional International Hi | ETF-Other | 6.32% | -0.44% | +47.83% | |
| 7 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 4.64% | -0.16% | +2.02% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.01% | -0.26% | +16.39% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.31% | +0.06% | +22.74% | |
| 10 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.89% | +0.05% | +49.85% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.51% | +0.62% | -54.53% | |
| 12 | DFSD | Dimensional Short Duration | ETF-Other | 2.08% | -0.05% | +24.63% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 1.49% | -0.13% | +63.23% | |
| 14 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.13% | -0.03% | -63.71% | |
| 15 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 1.02% | — | — | |
| 16 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.96% | +0.09% | +1.53% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.01% | -7.61% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | -0.02% | +0.35% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.10% | +0.01% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.80% | +0.01% | +2.16% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.64% | -0.01% | +13.27% | |
| 22 | DGCB | Dimensional Global Credit | ETF-Other | 0.63% | -0.12% | -8.43% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.07% | -4.02% | |
| 24 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.50% | -0.05% | +92.16% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.02% | -27.26% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.47% | -0.47% | EXIT | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.43% | -0.01% | +5.15% | |
| 28 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.37% | +0.08% | +0.11% | |
| 29 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.35% | -0.02% | +0.08% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | — | +1.42% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.07% | +8.65% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.01% | -1.42% | |
| 33 | AAUA | Alpha Architect US Equ 3 ETF | ETF-Other | 0.26% | — | — | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.26% | -0.01% | +0.21% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.04% | +7.55% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | -0.01% | -0.18% | |
| 37 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.24% | -0.01% | +0.18% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.23% | -0.04% | -10.37% | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.21% | -0.02% | +0.58% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | +0.05% | — | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.18% | — | -0.78% | |
| 42 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.17% | +0.40% | — | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.16% | +0.07% | — | |
| 44 | DFIV | Dimensional International Va | ETF-Other | 0.15% | -0.01% | -0.15% | |
| 45 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.14% | — | -0.87% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.04% | -25.48% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | -0.01% | -2.34% | |
| 48 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.12% | -0.02% | — | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.12% | +0.22% | +71.43% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Meredith Wealth Planning reported a total U.S. public equity portfolio value of $423.7M across 70 disclosed positions in Q1 2026.
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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 48.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
AAUA
市值: $957.1K
Top Position Liquidated / Trimmed
BRK-B
前期市值: $257.4K
During Q1 2026, Meredith Wealth Planning's top holdings by market value included AVUV (17.7%)、DUHP (11.9%)、AVGV (11.2%). The largest single position, AVUV, represented 17.7% of total portfolio value.
In Q1 2026, Meredith Wealth Planning made 64 total portfolio adjustments, initiating 11 new buys, adding to 31 positions, trimming 19 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.
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