Meredith Wealth Planning Top Holdings and 13F Report (2026) About Meredith Wealth PlanningInvestment ActivityMeredith Wealth Planning has $423.71 million in total holdings as of June 30, 2026.Meredith Wealth Planning owns shares of 74 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.35% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Meredith Wealth Planning has purchased 70 new stocks and bought additional shares in 33 stocks.Meredith Wealth Planning sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $73,414,710Avantis All Equity Markets Value ETF $52,122,029Dimensional US High Profitability ETF $49,628,078Avantis International Small Cap Value ETF $32,757,261Avantis All Equity Markets ETF $29,457,745 Largest New Holdings this Quarter 44812J104 - HUT 8 CORP $425,184 Holding09789C788 - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $305,854 Holding921938700 - VANGUARD WELLESLEY INCOME FD $249,695 Holding084670702 - Berkshire Hathaway $233,182 Holding922908637 - Vanguard Large-Cap ETF $218,727 Holding Largest Purchases this Quarter Avantis All Equity Markets Value ETF 78,479 shares (about $6.67M)Avantis All Equity Markets ETF 18,652 shares (about $1.85M)VANGUARD INSTL INDEX FD 23,570 shares (about $1.78M)DIMENSIONAL ETF TRUST 30,534 shares (about $1.66M)Dimensional Core Fixed Income ETF 25,289 shares (about $1.07M) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,194 shares (about $441.81K)Avantis U.S. Small Cap Value ETF 3,519 shares (about $439.03K)Dimensional US High Profitability ETF 10,356 shares (about $432.16K)DIMENSIONAL ETF TRUST 3,446 shares (about $188.39K)Riot Platforms 4,445 shares (about $121.70K) 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$73,414,710$439,031 â–¼-0.6%588,44717.3%ETFAVGVAvantis All Equity Markets Value ETF$52,122,029$6,672,286 â–²14.7%613,05612.3%ETFDUHPDimensional US High Profitability ETF$49,628,078$432,156 â–¼-0.9%1,189,26611.7%ETFAVDVAvantis International Small Cap Value ETF$32,757,261$445,383 â–²1.4%317,8777.7%ETFAVGEAvantis All Equity Markets ETF$29,457,745$1,848,411 â–²6.7%297,2537.0%ETFDIHPDimensional International High Profitability ETF$24,894,803$205,398 â–²0.8%729,5185.9%ETFAVESAvantis Emerging Markets Value ETF$18,963,274$214,250 â–²1.1%289,0744.5%ETFDFCFDimensional Core Fixed Income ETF$15,873,796$1,067,449 â–²7.2%376,0673.7%ETFAVUSAvantis U.S. Equity ETF$14,258,439$169,707 â–²1.2%111,3243.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$13,267,353$8,571 â–²0.1%38,7003.1%ETFDIMENSIONAL ETF TRUST$12,438,288$1,662,882 â–²15.4%228,3932.9%GLOB CO PLUS ETFDFSDDimensional Short-Duration Fixed Income ETF$8,616,999$963,068 â–²12.6%180,4612.0%ETFAVDEAvantis International Equity ETF$5,766,173$22,657 â–¼-0.4%64,6431.4%ETFIMTMiShares MSCI Intl Momentum Factor ETF$4,631,997$20,052 â–²0.4%86,8551.1%ETFDEHPDimensional Emerging Markets High Profitability ETF$4,462,311$32,719 â–¼-0.7%104,3331.1%ETFEA SERIES TRUST$4,306,284$16,328 â–¼-0.4%80,9651.0%ALPHA ARCHITECTNVDANVIDIA$3,776,368$35,016 â–²0.9%18,8730.9%Computer and TechnologyVOOVanguard S&P 500 ETF$3,486,505$96,847 â–¼-2.7%5,0760.8%ETFSLYVSPDR S&P 600 Small Cap Value ETF$3,421,064$29,242 â–²0.9%31,3540.8%ETFVTIVanguard Total Stock Market ETF$3,146,338$441,812 â–¼-12.3%8,5030.7%ETFGOOGLAlphabet$2,697,607$69,692 â–²2.7%7,5480.6%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$2,683,880$305,040 â–²12.8%55,5270.6%ETFVANGUARD INSTL INDEX FD$2,421,983$1,783,775 â–²279.5%32,0030.6%0 3 MO TR BI ETFDIMENSIONAL ETF TRUST$2,154,289$188,394 â–¼-8.0%39,4050.5%GLOBAL CR ETFAAPLApple$2,077,865$81,888 â–²4.1%7,1810.5%Computer and TechnologyDIMENSIONAL ETF TRUST$1,918,387$74,952 â–²4.1%37,7780.5%ULTR FIX INC ETFAVIVAvantis International Large Cap Value ETF$1,897,307$474,965 â–²33.4%24,5070.4%ETFDFATDimensional U.S. Targeted Value ETF$1,759,851$140 â–²0.0%25,1770.4%ETFMUMicron Technology$1,446,657$8,082 â–¼-0.6%1,2530.3%Computer and TechnologyQVALAlpha Architect U.S. Quantitative Value ETF$1,379,785$2,384 â–²0.2%24,8830.3%ETFTSLATesla$1,334,564$18,927 â–¼-1.4%3,1730.3%Auto/Tires/TrucksAMZNAmazon.com$1,257,042$31,700 â–²2.6%5,2740.3%Retail/WholesaleEA SERIES TRUST$1,113,2040.0%19,5560.3%ALPHA ARCHITECTDFACDimensional U.S. Core Equity 2 ETF$1,080,099$1,863 â–²0.2%24,3480.3%ETFMETAMeta Platforms$1,027,019$98,589 â–¼-8.8%1,8230.2%Computer and TechnologyCATCaterpillar$1,020,204$23,428 â–¼-2.2%9580.2%IndustrialsVXUSVanguard Total International Stock ETF$1,018,042$1,368 â–²0.1%11,9080.2%ETFSMHVanEck Semiconductor ETF$981,2110.0%1,4960.2%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$975,388$10,352 â–²1.1%26,4760.2%ETFMSFTMicrosoft$933,916$17,157 â–¼-1.8%2,5040.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$821,348$13,435 â–¼-1.6%10,3930.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$798,217$6,946 â–²0.9%7,9290.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$754,624$9,568 â–¼-1.3%5,5210.2%ETFDFSVDimensional US Small Cap Value ETF$581,911$2,017 â–²0.3%15,0020.1%ETFDFIVDimensional International Value ETF$580,8050.0%10,7520.1%ETFVWOVanguard FTSE Emerging Markets ETF$558,320$836 â–¼-0.1%9,3540.1%ETFRIOTRiot Platforms$550,256$121,704 â–¼-18.1%20,0970.1%FinanceSTXSeagate Technology$532,5410.0%5520.1%Computer and TechnologyVGTVanguard Information Technology ETF$498,372$436,105 â–²700.4%4,1700.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$460,3270.0%13,2240.1%ETFWALMART INC$442,416$28,543 â–¼-6.1%3,9060.1%COMMLPXGlobal X MLP & Energy Infrastructure ETF$440,8550.0%5,9850.1%ETFHUT 8 CORP$425,184$425,184 â–²New Holding3,6830.1%COMIEMGiShares Core MSCI Emerging Markets ETF$425,148$38,190 â–¼-8.2%5,1320.1%ETFLLYEli Lilly and Company$417,636$8,401 â–¼-2.0%3480.1%MedicalFIXComfort Systems USA$414,545$124,959 â–²43.2%2090.1%ConstructionIVViShares Core S&P 500 ETF$401,738$49,468 â–²14.0%5360.1%ETFAVEMAvantis Emerging Markets Equity ETF$399,473$40,044 â–¼-9.1%4,1400.1%ETFVBRVanguard Small-Cap Value ETF$351,6070.0%1,4470.1%ETFGLDMSPDR Gold MiniShares Trust$333,3260.0%4,1970.1%FinanceMLPAGlobal X MLP ETF$316,4100.0%5,9610.1%ETFMCDMcDonald's$313,591$270 â–²0.1%1,1600.1%Retail/WholesaleHBTHBT Financial$306,9120.0%9,5940.1%FinanceXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$305,854$305,854 â–²New Holding6,0810.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$293,647$3,100 â–²1.1%12,1240.1%ETFAVGOBroadcom$264,431$51,375 â–¼-16.3%7000.1%Computer and TechnologyDEDeere & Company$254,130$634 â–²0.3%4010.1%IndustrialsVANGUARD WELLESLEY INCOME FD$249,695$249,695 â–²New Holding3,3000.1%TARGET MATURITYETNEaton$239,0530.0%5610.1%IndustrialsVOEVanguard Mid-Cap Value ETF$236,7250.0%1,1980.1%ETFBRK.BBerkshire Hathaway$233,182$233,182 â–²New Holding4660.1%FinanceVVVanguard Large-Cap ETF$218,727$218,727 â–²New Holding6360.1%ETFVFMOVanguard U.S. Momentum Factor ETF$210,721$210,721 â–²New Holding8450.0%ETFSPROTT ASSET MANAGEMENT LP$207,8710.0%6,8900.0%PHYSICAL GOLD TRVTEBVanguard Tax-Exempt Bond ETF$0$1,743,580 â–¼-100.0%00.0%ETFVDEVanguard Energy ETF$0$211,801 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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