MW

Meredith Wealth Planning

Diversified strategyMomentum followerSector-focused

Total reported value

$369.1M

Reporting period: 2026-03-31 · Number of holdings: 70

Meredith Wealth Planning disclosed 70 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $369.1M and a quarterly turnover rate of 22.7%.

Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "M"

Personality snowflake

Concentration
32.72
Portfolio Stability
22.68
Momentum/Contrarian
100
Sector conviction
92.32
Diversification
100
Sizing Uniformity
78.1

Recent moves

  • Trim MTUM

    -54.5%　-$12.0M

  • Trim IMTM

    -63.7%　-$7.3M

  • Add DUHP

    +36.9%　$10.8M

  • Add DIHP

    +47.8%　$7.8M

  • Add AVGV

    +16.1%　$7.8M

  • Add DFGP

    +49.8%　$3.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AVUVAvantis US Small Cap ValueETF-Small Cap17.72%—+1.44%
2DUHPDimensional US High Profi EtETF-Other11.95%+2.03%+36.91%
3AVGVAvantis All Eq Mkts Val ETFETF-Other11.23%+1.20%+16.15%
4AVDVAvantis Intl S/c Value ETFETF-Other8.48%-0.54%-2.73%
5AVGEAvantis All Eqty Mrkts ETFETF-Other6.64%+0.69%+19.72%
6DIHPDimensional International HiETF-Other6.32%+1.71%+47.83%
7AVESAvantis Emerging Markets ValETF-Emerging Markets4.64%-0.22%+2.02%
8DFCFDimensional Core Fixed INCETF-Other4.01%+0.19%+16.39%
9AVUSAvantis U.s. Equity ETFETF-Other3.31%+0.33%+22.74%
10DFGPDimensional Glbl Core Pl FixETF-Other2.89%+0.76%+49.85%
11MTUMIshares Msci USA Momentum FaETF-Other2.51%-3.83%-54.53%
12DFSDDimensional Short DurationETF-Other2.08%+0.24%+24.63%
13AVDEAvantis International EquityETF-Other1.49%+0.52%+63.23%
14IMTMIshares Msci Intl Momentum FETF-Other1.13%-2.28%-63.71%
15AAEQAlpha Architct US Eqty 2 ETFETF-Other1.02%-0.17%—
16DEHPDimensional Emrg Mrk Hi ProfETF-Other0.96%-0.03%+1.53%
17NVDANvidia CORPStock-Tech0.88%-0.24%-7.61%
18VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.84%-0.13%+0.35%
19VTIVanguard Total Stock Mkt ETFETF-Other0.84%-0.13%+0.01%
20SLYVSs Spdr S&p 600 Sc Val ETFETF-Other0.80%-0.02%+2.16%
21DFNMDimensional National Muni BdETF-Other0.64%+0.02%+13.27%
22DGCBDimensional Global CreditETF-Other0.63%-0.13%-8.43%
23GOOGLAlphabet Inc-cl AStock-Comm Services0.57%-0.14%-4.02%
24DUSBDimension Ultrashort Fi ETFETF-Other0.50%+0.22%+92.16%
25AAPLApple INCStock-Tech0.47%-0.30%-27.26%
26VTEBVanguard Tax-exempt Bond ETFETF-Other0.47%—+3.40%
27DFATDimensional US Target ValueETF-Other0.43%+0.01%+5.15%
28AVIVAvantis Int Lrg Cap Val ETFETF-Other0.37%-0.02%+0.11%
29QVALAlpha Arch US Qnt Value ETFETF-Other0.35%-0.01%+0.08%
30TSLATesla INCStock-Consumer Disc0.32%-0.10%+1.42%
31METAMeta Platforms Inc-class AStock-Comm Services0.31%-0.05%+8.65%
32AMZNAmazon.com INCStock-Consumer Disc0.29%-0.07%-1.42%
33AAUAAlpha Architect US Equ 3 ETFETF-Other0.26%+0.26%NEW
34DFACDimensional US Core Equity 2ETF-Other0.26%—+0.21%
35MSFTMicrosoft CORPStock-Tech0.26%-0.08%+7.55%
36VXUSVanguard Total Intl StockETF-Other0.25%—-0.18%
37DFAXDimensional World Ex US CoreETF-Other0.24%—+0.18%
38VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds0.23%-0.05%-10.37%
39SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.21%—+0.58%
40CATCaterpillar INCStock-Industrials0.19%+0.02%—
41IJSIshares S&p Small-cap 600 VaETF-Other0.18%—-0.78%
42VBILVanguard 0-3m T-bill ETFETF-Other0.17%+0.17%NEW
43SMHVaneck Semiconductor ETFETF-Other0.16%——
44DFIVDimensional International VaETF-Other0.15%—-0.15%
45DFSVDimensional US Small Cap ValETF-Small Cap0.14%—-0.87%
46WMTWalmart INCStock-Consumer Staples0.14%-0.05%-25.48%
47VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.14%—-2.34%
48MLPXGlobal X Mlp & Energy InfrasETF-Other0.12%+0.12%NEW
49MUMicron Technology INCStock-Tech0.12%+0.06%+71.43%
50SCHVSchwab US Large-cap ValueETF-Other0.11%——
1–50 of 70

Holding changes this quarter

Meredith Wealth Planning's most significant position changes for 2026-03-31: New buy: Alpha Architect US Equ 3 ETF (AAUA); New buy: Vanguard 0-3m T-bill ETF (VBIL); New buy: Global X Mlp & Energy Infras (MLPX); New buy: Avantis Emerging Markets Eq (AVEM); New buy: Global X Mlp ETF (MLPA).

Position changes disclosed by Meredith Wealth Planning for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DUHPDimensional US High Profi Et+2%+36.91%Add
2DIHPDimensional International Hi+1.7%+47.83%Add
3AVGVAvantis All Eq Mkts Val ETF+1.2%+16.15%Add
4DFGPDimensional Glbl Core Pl Fix+0.8%+49.85%Add
5AVGEAvantis All Eqty Mrkts ETF+0.7%+19.72%Add
6AVDEAvantis International Equity+0.5%+63.23%Add
7AVUSAvantis U.s. Equity ETF+0.3%+22.74%Add
8DFSDDimensional Short Duration+0.2%+24.63%Add
9DUSBDimension Ultrashort Fi ETF+0.2%+92.16%Add
10DFCFDimensional Core Fixed INC+0.2%+16.39%Add
11MUMicron Technology INC+0.1%+71.43%Add
12DFNMDimensional National Muni Bd0%+13.27%Add
13CATCaterpillar INC0%—Unchanged
14DFATDimensional US Target Value0%+5.15%Add
15AVUVAvantis US Small Cap Value—+1.44%Add
16QVALAlpha Arch US Qnt Value ETF0%+0.08%Add
17SLYVSs Spdr S&p 600 Sc Val ETF0%+2.16%Add
18AVIVAvantis Int Lrg Cap Val ETF0%+0.11%Add
19DEHPDimensional Emrg Mrk Hi Prof0%+1.53%Add
20WMTWalmart INC-0.1%-25.48%Trim
21VCSHVanguard S/t CORP Bond ETF-0.1%-10.37%Trim
22METAMeta Platforms Inc-class A-0.1%+8.65%Add
23AMZNAmazon.com INC-0.1%-1.42%Trim
24MSFTMicrosoft CORP-0.1%+7.55%Add
25TSLATesla INC-0.1%+1.42%Add
26DGCBDimensional Global Credit-0.1%-8.43%Trim
27VOOVanguard S&p 500 ETF-0.1%+0.35%Add
28VTIVanguard Total Stock Mkt ETF-0.1%+0.01%Add
29GOOGLAlphabet Inc-cl A-0.1%-4.02%Trim
30AAEQAlpha Architct US Eqty 2 ETF-0.2%—Unchanged
31AVESAvantis Emerging Markets Val-0.2%+2.02%Add
32NVDANvidia CORP-0.2%-7.61%Trim
33AAPLApple INC-0.3%-27.26%Trim
34AVDVAvantis Intl S/c Value ETF-0.5%-2.73%Trim
35IMTMIshares Msci Intl Momentum F-2.3%-63.71%Trim
36MTUMIshares Msci USA Momentum Fa-3.8%-54.53%Trim
37AAUAAlpha Architect US Equ 3 ETF—NEWNew buy
38VBILVanguard 0-3m T-bill ETF—NEWNew buy
39MLPXGlobal X Mlp & Energy Infras—NEWNew buy
40AVEMAvantis Emerging Markets Eq—NEWNew buy
41MLPAGlobal X Mlp ETF—NEWNew buy
42BRK-BBerkshire Hathaway Inc-cl B—EXITSold out
43PHYSSprott Physical Gold Trust—NEWNew buy
44AVIGAvantis Core Fixed Income—EXITSold out
45DEDeere & Co—NEWNew buy
46STXSeagate Technology Holdings plc—NEWNew buy
47VDEVanguard Energy ETF—NEWNew buy
48FIXComfort Systems USA INC—NEWNew buy
49ETNEaton Corporation plc—NEWNew buy
50VVVanguard Large-cap ETF—EXITSold out

FAQ

What is Meredith Wealth Planning and what type of investor is it?
Meredith Wealth Planning is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $369.1M, spread across 70 disclosed positions.
What are Meredith Wealth Planning's largest equity positions?
Based on the latest 13F filing, Meredith Wealth Planning's top holdings by market value are: 1. Avantis US Small Cap Value (AVUV) — $65.4M (17.7%) 2. Dimensional US High Profi Et (DUHP) — $44.1M (11.9%) 3. Avantis All Eq Mkts Val ETF (AVGV) — $41.5M (11.2%) 4. Avantis Intl S/c Value ETF (AVDV) — $31.3M (8.5%) 5. Avantis All Eqty Mrkts ETF (AVGE) — $24.5M (6.6%)
What changes did Meredith Wealth Planning make in its most recent portfolio filing?
In the latest reported quarter, Meredith Wealth Planning made 48 notable position adjustments: 11 new positions were initiated, 24 existing holdings were added to, 10 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Alpha Architect US Equ 3 ETF (AAUA); New buy: Vanguard 0-3m T-bill ETF (VBIL); New buy: Global X Mlp & Energy Infras (MLPX); New buy: Avantis Emerging Markets Eq (AVEM); New buy: Global X Mlp ETF (MLPA)
What sectors does Meredith Wealth Planning focus on?
Meredith Wealth Planning is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 46.5% • Communication Services: 22.8% • Consumer Discretionary: 18.4% • Industrials: 6.4% • Consumer Staples: 3.6% • Health Care: 2.3%

Peer Institutions

Institutions with a similar AUM

WL

WorthPointe, LLC

Total reported value

$369.3M

118 stks

2026-03-31

Concentration22.2
Portfolio Stability25.4
Sector conviction85.5

AUM within 0.1% of this institution

View detail
AW

Atticus Wealth Management, LLC

Total reported value

$368.9M

181 stks

2026-03-31

Concentration27.1
Portfolio Stability13.1
Sector conviction69.6

AUM within 0.1% of this institution

View detail
FL

Filament LLC

Total reported value

$369.3M

35 stks

2020-09-30

Concentration66.3
Portfolio Stability19.2
Sector conviction100.0

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

BE

Burton Enright Welch

Total reported value

$735.5M

143 stks

2026-03-31

Concentration27.9
Portfolio Stability6.6
Sector conviction48.1

3 of the top 5 holdings overlap, including Avantis Intl S/c Value ETF

View detail
MW

Merriman Wealth Management, LLC

Total reported value

$2.4B

211 stks

2024-12-31

Concentration27.7
Portfolio Stability0.0
Sector conviction100.0

2 of the top 5 holdings overlap, including Avantis US Small Cap Value

View detail
TW

TCI Wealth Advisors, Inc.

Total reported value

$1.9B

251 stks

2026-03-31

Concentration21.1
Portfolio Stability7.3
Sector conviction52.2

2 of the top 5 holdings overlap, including Avantis US Small Cap Value

View detail