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CIK: 0001956471
Total reported value
$400.6M
$400.6M
74 檔
59.2%
The Q2 2026 SEC filing reveals that Meredith Wealth Planning held a total portfolio value of $400.6M, covering 74 public equity positions.
In Q2 2026, Meredith Wealth Planning displayed an active expansion posture, initiating 6 new positions and adding to 33 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 | 17.33% | -0.07% | -0.59% | |
| 2 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 12.30% | +2.01% | +14.68% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 11.71% | -11.71% | EXIT | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.73% | +0.84% | +1.38% | |
| 5 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 6.95% | +0.60% | +6.69% | |
| 6 | DIHP | Dimensional International Hi | ETF-Other | 5.88% | +0.16% | +0.83% | |
| 7 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 4.48% | +0.24% | +1.14% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.75% | -2.98% | +7.21% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.37% | +0.19% | +1.20% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.13% | -0.11% | +0.06% | |
| 11 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.94% | +1.11% | +15.43% | |
| 12 | DFSD | Dimensional Short Duration | ETF-Other | 2.03% | +0.02% | +12.58% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 1.36% | +0.16% | -0.39% | |
| 14 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.09% | +0.05% | +0.43% | |
| 15 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.05% | -0.07% | -0.73% | |
| 16 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 1.02% | -0.41% | -0.38% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.13% | +0.94% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | -0.54% | -2.70% | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.81% | -0.03% | +0.86% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | -0.40% | -12.31% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | — | +2.65% | |
| 22 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.63% | — | +12.82% | |
| 23 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.57% | +0.06% | +279.50% | |
| 24 | DGCB | Dimensional Global Credit | ETF-Other | 0.51% | -0.19% | -8.04% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.12% | +4.10% | |
| 26 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.45% | +0.08% | +4.07% | |
| 27 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.45% | +0.04% | +33.39% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 0.42% | — | +0.01% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.34% | +0.02% | -0.56% | |
| 30 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.33% | +0.03% | +0.17% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.03% | -1.40% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.01% | +2.59% | |
| 33 | AAUA | Alpha Architect US Equ 3 ETF | ETF-Other | 0.26% | +0.03% | — | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.25% | +0.02% | +0.17% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | +0.08% | -8.76% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | -0.05% | -2.24% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.24% | -0.10% | +0.13% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.23% | — | — | |
| 39 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.23% | +0.02% | +1.07% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +0.10% | -1.80% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.19% | -0.19% | EXIT | |
| 42 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.19% | +0.01% | +0.88% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.18% | -0.01% | -1.25% | |
| 44 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.14% | -0.14% | EXIT | |
| 45 | DFIV | Dimensional International Va | ETF-Other | 0.14% | +0.02% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | +0.01% | -0.15% | |
| 47 | RIOT | Riot Platforms Inc | Stock-Financials | 0.13% | -0.03% | -18.11% | |
| 48 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.13% | -0.13% | EXIT | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.12% | +0.01% | +700.38% | |
| 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 $400.6M across 74 disclosed positions in Q2 2026.
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 59.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
HUT
市值: $425.2K
Top Position Liquidated / Trimmed
VTEB
前期市值: $1.7M
During Q2 2026, Meredith Wealth Planning's top holdings by market value included AVUV (17.3%)、AVGV (12.3%)、DUHP (11.7%). The largest single position, AVUV, represented 17.3% of total portfolio value.
In Q2 2026, Meredith Wealth Planning made 63 total portfolio adjustments, initiating 6 new buys, adding to 33 positions, trimming 22 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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