Meredith Wealth Planning Top Holdings and 13F Report (2025) About Meredith Wealth PlanningInvestment ActivityMeredith Wealth Planning has $315.50 million in total holdings as of September 30, 2025.Meredith Wealth Planning owns shares of 63 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.71% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Meredith Wealth Planning has purchased 60 new stocks and bought additional shares in 31 stocks.Meredith Wealth Planning sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $58,033,856Dimensional US High Profitability ETF $33,102,428Avantis All Equity Markets Value ETF $32,017,786Avantis International Small Cap Value ETF $29,309,267iShares MSCI USA Momentum Factor ETF $21,909,422 Largest New Holdings this Quarter 88160R101 - Tesla $1,424,883 Holding02072Q853 - EA SERIES TRUST $511,617 Holding98149E303 - SPDR Gold MiniShares Trust $309,240 Holding46625H100 - JPMorgan Chase & Co. $204,399 Holding Largest Purchases this Quarter NVIDIA 15,130 shares (about $2.82M)Avantis All Equity Markets Value ETF 32,851 shares (about $2.31M)Dimensional US High Profitability ETF 51,853 shares (about $1.96M)Avantis U.S. Small Cap Value ETF 17,480 shares (about $1.74M)Dimensional Short-Duration Fixed Income ETF 34,798 shares (about $1.68M) Largest Sales this Quarter iShares MSCI USA Momentum Factor ETF 1,717 shares (about $440.32K)DIMENSIONAL ETF TRUST 6,846 shares (about $347.63K)iShares MSCI Intl Momentum Factor ETF 3,964 shares (about $189.80K)Alpha Architect U.S. Quantitative Value ETF 3,241 shares (about $151.19K)Avantis International Small Cap Value ETF 1,446 shares (about $128.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeredith Wealth Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$58,033,856$1,739,784 ▲3.1%583,07918.4%ETFDUHPDimensional US High Profitability ETF$33,102,428$1,958,488 ▲6.3%876,42110.5%ETFAVGVAvantis All Equity Markets Value ETF$32,017,786$2,310,668 ▲7.8%455,20010.1%ETFAVDVAvantis International Small Cap Value ETF$29,309,267$128,737 ▼-0.4%329,2079.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$21,909,422$440,322 ▼-2.0%85,4346.9%ETFAVESAvantis Emerging Markets Value ETF$15,969,246$396,657 ▲2.5%278,3555.1%ETFDIHPDimensional International High Profitability ETF$14,398,199$1,167,289 ▲8.8%473,7034.6%ETFAVGEAvantis All Equity Markets ETF$13,392,461$1,141,214 ▲9.3%160,5624.2%ETFDFCFDimensional Core Fixed Income ETF$12,413,049$1,036,630 ▲9.1%290,2963.9%ETFIMTMiShares MSCI Intl Momentum Factor ETF$11,202,034$189,796 ▼-1.7%233,9613.6%ETFAVUSAvantis U.S. Equity ETF$9,981,918$997,105 ▲11.1%91,8303.2%ETFDIMENSIONAL ETF TRUST$5,156,974$1,185,369 ▲29.8%92,8011.6%GLOBAL CORE PLUSDFSDDimensional Short-Duration Fixed Income ETF$4,754,087$1,676,915 ▲54.5%98,6531.5%ETFNVDANVIDIA$3,747,609$2,822,928 ▲305.3%20,0861.2%Computer and TechnologyAVDEAvantis International Equity ETF$3,228,051$355,762 ▲12.4%40,9131.0%ETFVTIVanguard Total Stock Market ETF$3,191,090$61,367 ▼-1.9%9,7241.0%ETFVOOVanguard S&P 500 ETF$3,141,120$306,212 ▲10.8%5,1291.0%ETFDEHPDimensional Emerging Markets High Profitability ETF$3,043,363$117,402 ▲4.0%99,6461.0%ETFDIMENSIONAL ETF TRUST$2,756,641$609,617 ▲28.4%49,7140.9%GLOBAL CR ETFSLYVSPDR S&P 600 Small Cap Value ETF$2,708,659$14,095 ▲0.5%30,5550.9%ETFAAPLApple$2,620,385$128,078 ▲5.1%10,2910.8%Computer and TechnologyGOOGLAlphabet$1,892,286$104,290 ▼-5.2%7,7840.6%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,721,819$64,691 ▲3.9%34,3880.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,495,732$16,918 ▼-1.1%14,8530.5%ETFTSLATesla$1,424,883$1,424,883 ▲New Holding3,2040.5%Auto/Tires/TrucksDFATDimensional U.S. Targeted Value ETF$1,378,992$3,667 ▼-0.3%23,6900.4%ETFAMZNAmazon.com$1,374,289$87,828 ▲6.8%6,2590.4%Retail/WholesaleMETAMeta Platforms$1,339,838$37,463 ▼-2.7%1,8240.4%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$1,223,641$472 ▼0.0%18,1440.4%ETFMSFTMicrosoft$1,208,796$38,843 ▼-3.1%2,3340.4%Computer and TechnologyQVALAlpha Architect U.S. Quantitative Value ETF$1,146,203$151,194 ▼-11.7%24,5700.4%ETFDIMENSIONAL ETF TRUST$962,158$347,632 ▼-26.5%18,9480.3%ULTRASHORT FIXEDDFNMDimensional National Municipal Bond ETF$930,790$557,754 ▲149.5%19,4000.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$922,527$11,749 ▼-1.3%11,5420.3%ETFDFACDimensional U.S. Core Equity 2 ETF$922,290$12,805 ▲1.4%23,9120.3%ETFVXUSVanguard Total International Stock ETF$884,842$441 ▲0.0%12,0450.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$810,815$11,328 ▲1.4%25,8390.3%ETFWMTWalmart$675,7990.0%6,5570.2%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$615,938$1,106 ▼-0.2%5,5700.2%ETFCATCaterpillar$563,0500.0%1,1800.2%IndustrialsVWOVanguard FTSE Emerging Markets ETF$547,750$29,040 ▼-5.0%10,1100.2%ETFEA SERIES TRUST$511,617$511,617 ▲New Holding9,4760.2%ALPHA ARCHITECTDFIVDimensional International Value ETF$496,6000.0%10,7680.2%ETFSMHVanEck Semiconductor ETF$488,235$2,937 ▼-0.6%1,4960.2%ManufacturingDFSVDimensional US Small Cap Value ETF$474,332$2,101 ▲0.4%14,8970.2%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$417,723$4,383 ▲1.1%16,5830.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$384,9510.0%13,2240.1%ETFRIOTRiot Platforms$381,3990.0%20,0420.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$377,920$6,856 ▼-1.8%5,7330.1%ETFMCDMcDonald's$356,998$5,773 ▲1.6%1,1750.1%Retail/WholesaleVGTVanguard Information Technology ETF$352,201$746 ▲0.2%4720.1%ETFIVViShares Core S&P 500 ETF$313,773$669 ▲0.2%4690.1%ETFGLDMSPDR Gold MiniShares Trust$309,240$309,240 ▲New Holding4,0450.1%FinanceVBRVanguard Small-Cap Value ETF$308,2650.0%1,4770.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$286,721$3,091 ▲1.1%11,7800.1%ETFBRK.BBerkshire Hathaway$283,043$6,033 ▲2.2%5630.1%FinanceLLYEli Lilly and Company$270,620$3,812 ▼-1.4%3550.1%MedicalAVGOBroadcom$252,051$18,145 ▼-6.7%7640.1%Computer and TechnologyHBTHBT Financial$241,7690.0%9,5940.1%FinanceAVIGAvantis Core Fixed Income ETF$240,620$2,567 ▲1.1%5,7180.1%ETFVOEVanguard Mid-Cap Value ETF$221,0180.0%1,2660.1%ETFETNEaton$209,9540.0%5610.1%IndustrialsJPMJPMorgan Chase & Co.$204,399$204,399 ▲New Holding6480.1%FinanceDEDeere & Company$0$203,158 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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