Meredith Wealth Planning Top Holdings and 13F Report (2026) About Meredith Wealth PlanningInvestment ActivityMeredith Wealth Planning has $369.11 million in total holdings as of March 31, 2026.Meredith Wealth Planning owns shares of 70 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 12.97% of the portfolio was purchased this quarter.About 5.84% of the portfolio was sold this quarter.This quarter, Meredith Wealth Planning has purchased 62 new stocks and bought additional shares in 31 stocks.Meredith Wealth Planning sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $65,394,520Dimensional US High Profitability ETF $44,098,091Avantis All Equity Markets Value ETF $41,451,099Avantis International Small Cap Value ETF $31,311,650Avantis All Equity Markets ETF $24,522,486 Largest New Holdings this Quarter 02072Q275 - EA SERIES TRUST $957,103 Holding922040845 - VANGUARD INSTL INDEX FD $637,989 Holding37954Y293 - Global X MLP & Energy Infrastructure ETF $442,531 Holding025072604 - Avantis Emerging Markets Equity ETF $367,028 Holding37954Y343 - Global X MLP ETF $321,119 Holding Largest Purchases this Quarter Dimensional US High Profitability ETF 323,440 shares (about $11.89M)Dimensional International High Profitability ETF 234,072 shares (about $7.54M)Avantis All Equity Markets Value ETF 74,314 shares (about $5.76M)Avantis All Equity Markets ETF 45,898 shares (about $4.04M)DIMENSIONAL ETF TRUST 65,820 shares (about $3.55M) Largest Sales this Quarter iShares MSCI USA Momentum Factor ETF 46,373 shares (about $11.13M)iShares MSCI Intl Momentum Factor ETF 151,838 shares (about $7.29M)Avantis International Small Cap Value ETF 8,808 shares (about $879.57K)Apple 2,585 shares (about $656.04K)NVIDIA 1,541 shares (about $268.75K) 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$65,394,520$927,838 ▲1.4%591,96617.7%ETFDUHPDimensional US High Profitability ETF$44,098,091$11,889,651 ▲36.9%1,199,62211.9%ETFAVGVAvantis All Equity Markets Value ETF$41,451,099$5,762,307 ▲16.1%534,57711.2%ETFAVDVAvantis International Small Cap Value ETF$31,311,650$879,568 ▼-2.7%313,5558.5%ETFAVGEAvantis All Equity Markets ETF$24,522,486$4,039,946 ▲19.7%278,6016.6%ETFDIHPDimensional International High Profitability ETF$23,311,131$7,541,798 ▲47.8%723,4996.3%ETFAVESAvantis Emerging Markets Value ETF$17,142,752$338,947 ▲2.0%285,8084.6%ETFDFCFDimensional Core Fixed Income ETF$14,809,840$2,085,414 ▲16.4%350,7784.0%ETFAVUSAvantis U.S. Equity ETF$12,229,653$2,265,731 ▲22.7%109,9993.3%ETFDIMENSIONAL ETF TRUST$10,682,407$3,553,622 ▲49.8%197,8592.9%GLOBAL CORE PLUSMTUMiShares MSCI USA Momentum Factor ETF$9,281,653$11,129,104 ▼-54.5%38,6752.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,674,779$1,516,886 ▲24.6%160,2922.1%ETFAVDEAvantis International Equity ETF$5,505,851$2,132,704 ▲63.2%64,8971.5%ETFIMTMiShares MSCI Intl Momentum Factor ETF$4,152,715$7,291,249 ▼-63.7%86,4791.1%ETFEA SERIES TRUST$3,780,5680.0%81,2721.0%ALPHA ARCHITECTDEHPDimensional Emerging Markets High Profitability ETF$3,551,253$53,456 ▲1.5%105,0981.0%ETFNVDANVIDIA$3,260,958$268,753 ▼-7.6%18,6980.9%Computer and TechnologyVOOVanguard S&P 500 ETF$3,117,587$10,756 ▲0.3%5,2170.8%ETFVTIVanguard Total Stock Market ETF$3,110,829$321 ▲0.0%9,6970.8%ETFSLYVSPDR S&P 600 Small Cap Value ETF$2,940,133$62,045 ▲2.2%31,0860.8%ETFDFNMDimensional National Municipal Bond ETF$2,358,913$276,411 ▲13.3%49,2160.6%ETFDIMENSIONAL ETF TRUST$2,319,723$213,561 ▼-8.4%42,8510.6%GLOBAL CR ETFGOOGLAlphabet$2,114,369$88,566 ▼-4.0%7,3530.6%Computer and TechnologyDIMENSIONAL ETF TRUST$1,840,870$882,859 ▲92.2%36,3020.5%ULTRASHORT FIXEDAAPLApple$1,750,613$656,036 ▼-27.3%6,8980.5%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,743,580$57,374 ▲3.4%34,9480.5%ETFDFATDimensional U.S. Targeted Value ETF$1,572,185$77,001 ▲5.1%25,1750.4%ETFAVIVAvantis International Large Cap Value ETF$1,374,783$1,571 ▲0.1%18,3720.4%ETFQVALAlpha Architect U.S. Quantitative Value ETF$1,295,167$1,043 ▲0.1%24,8400.4%ETFTSLATesla$1,196,292$16,729 ▲1.4%3,2180.3%Auto/Tires/TrucksMETAMeta Platforms$1,143,132$90,970 ▲8.6%1,9980.3%Computer and TechnologyAMZNAmazon.com$1,070,749$15,412 ▼-1.4%5,1410.3%Retail/WholesaleEA SERIES TRUST$957,103$957,103 ▲New Holding19,5560.3%ALPHA ARCHITECTDFACDimensional U.S. Core Equity 2 ETF$944,548$1,982 ▲0.2%24,3060.3%ETFMSFTMicrosoft$943,986$66,264 ▲7.5%2,5500.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$916,963$1,619 ▼-0.2%11,8920.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$889,829$1,563 ▲0.2%26,1950.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$837,318$96,867 ▼-10.4%10,5630.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$791,177$4,530 ▲0.6%7,8600.2%ETFCATCaterpillar$694,3110.0%9800.2%IndustrialsIJSiShares S&P Small-Cap 600 Value ETF$662,248$5,212 ▼-0.8%5,5910.2%ETFVANGUARD INSTL INDEX FD$637,989$637,989 ▲New Holding8,4330.2%0-3 MO TREAS BILSMHVanEck Semiconductor ETF$573,5660.0%1,4960.2%ManufacturingDFIVDimensional International Value ETF$567,473$844 ▼-0.1%10,7520.2%ETFDFSVDimensional US Small Cap Value ETF$523,842$4,590 ▼-0.9%14,9500.1%ETFWALMART INC$516,710$176,710 ▼-25.5%4,1580.1%COMVWOVanguard FTSE Emerging Markets ETF$506,332$12,107 ▼-2.3%9,3680.1%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$442,531$442,531 ▲New Holding5,9850.1%ETFMUMicron Technology$425,634$177,348 ▲71.4%1,2600.1%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$403,3320.0%13,2240.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$390,084$7,951 ▼-2.0%5,5930.1%ETFGLDMSPDR Gold MiniShares Trust$389,0200.0%4,1970.1%FinanceAVEMAvantis Emerging Markets Equity ETF$367,028$367,028 ▲New Holding4,5550.1%ETFVGTVanguard Information Technology ETF$363,334$697 ▲0.2%5210.1%ETFMCDMcDonald's$360,175$622 ▼-0.2%1,1590.1%Retail/WholesaleLLYEli Lilly and Company$326,548$920 ▼-0.3%3550.1%MedicalMLPAGlobal X MLP ETF$321,119$321,119 ▲New Holding5,9610.1%ETFVBRVanguard Small-Cap Value ETF$314,3610.0%1,4470.1%ETFIVViShares Core S&P 500 ETF$307,238$654 ▲0.2%4700.1%ETFRIOTRiot Platforms$303,3390.0%24,5420.1%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$290,780$1,067 ▲0.4%11,9960.1%ETFAVGOBroadcom$258,755$12,690 ▼-4.7%8360.1%Computer and TechnologyHBTHBT Financial$256,3520.0%9,5940.1%FinanceSPROTT ASSET MANAGEMENT LP$244,182$244,182 ▲New Holding6,8900.1%PHYSICAL GOLD TRDEDeere & Company$225,531$225,531 ▲New Holding4000.1%IndustrialsVOEVanguard Mid-Cap Value ETF$220,7670.0%1,1980.1%ETFSTXSeagate Technology$216,195$216,195 ▲New Holding5520.1%Computer and TechnologyVDEVanguard Energy ETF$211,801$211,801 ▲New Holding1,2240.1%ETFFIXComfort Systems USA$201,432$201,432 ▲New Holding1460.1%ConstructionETNEaton$200,653$200,653 ▲New Holding5610.1%IndustrialsBRK.BBerkshire Hathaway$0$257,357 ▼-100.0%00.0%FinanceAVIGAvantis Core Fixed Income ETF$0$243,254 ▼-100.0%00.0%ETFVVVanguard Large-Cap ETF$0$200,213 ▼-100.0%00.0%ETFShowing 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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