Q2 2026 13F · SEC CIK 1956471

Meredith Wealth Planning

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $423.7M
Reported positions: 74
Top holdings a year, 3 yrs: +17.9%
Assets under management: $478.7M

Meredith Wealth Planning is a wealth manager that reported 74 positions worth $423.7M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Avantis US Small Cap Value ETF (AVUV, 17.3%), American Centy ETF Tr (AVGV, 12.3%), Dimensional ETF Trust (DUHP, 11.7%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

Meredith Wealth Planning holdings largest 50 of 74 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meredith Wealth Planning 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVUVAvantis US Small Cap Value ETF	17.3%	17.7%	588,447	-0.6%	$73.4M
AVGVAmerican Centy ETF Tr	12.3%	11.2%	613,056	+14.7%	$52.1M
DUHPDimensional ETF Trust	11.7%	11.9%	1,189,266	-0.9%	$49.6M
AVDVAvantis International Small Cap Value Et	7.7%	8.5%	317,877	+1.4%	$32.8M
AVGEAmerican Centy ETF Tr	7.0%	6.6%	297,253	+6.7%	$29.5M
DIHPDimensional ETF Trust	5.9%	6.3%	729,518	+0.8%	$24.9M
AVESAmerican Centy ETF Tr	4.5%	4.6%	289,074	+1.1%	$19.0M
DFCFDimensional ETF Trust	3.7%	4.0%	376,067	+7.2%	$15.9M
AVUSAvantis U.s. Equity ETF	3.4%	3.3%	111,324	+1.2%	$14.3M
MTUMIshares Msci USA Momentum Factor ETF	3.1%	2.5%	38,700	+0.1%	$13.3M
DFGPDimensional ETF Trust	2.9%	2.9%	228,393	+15.4%	$12.4M
DFSDDimensional ETF Trust	2.0%	2.1%	180,461	+12.6%	$8.6M
AVDEAvantis International Equity ETF	1.4%	1.5%	64,643	-0.4%	$5.8M
IMTMIshares Tr	1.1%	1.1%	86,855	+0.4%	$4.6M
DEHPDimensional ETF Trust	1.1%	1.0%	104,333	-0.7%	$4.5M
AAEQEa Series Trust	1.0%	1.0%	80,965	-0.4%	$4.3M
NVDANvidia Corporation Com	0.9%	0.9%	18,873	+0.9%	$3.8M
VOOVanguard S&p 500 ETF	0.8%	0.8%	5,076	-2.7%	$3.5M
SLYVSpdr Series Trust	0.8%	0.8%	31,354	+0.9%	$3.4M
VTIVanguard Index Fds	0.7%	0.8%	8,503	-12.3%	$3.1M
GOOGLAlphabet Inc	0.6%	0.6%	7,548	+2.7%	$2.7M
DFNMDimensional ETF Trust	0.6%	0.6%	55,527	+12.8%	$2.7M
VBILVanguard Instl Index Fd	0.6%	0.2%	32,003	+279.5%	$2.4M
DGCBDimensional ETF Trust	0.5%	0.6%	39,405	-8.0%	$2.2M
AAPLApple Inc	0.5%	0.5%	7,181	+4.1%	$2.1M
DUSBDimensional ETF Trust	0.5%	0.5%	37,778	+4.1%	$1.9M
AVIVAmerican Centy ETF Tr	0.4%	0.4%	24,507	+33.4%	$1.9M
DFATDimensional U.s. Targeted Value	0.4%	0.4%	25,177	+0.0%	$1.8M
MUMicron Technology Inc	0.3%	0.1%	1,253	-0.6%	$1.4M
QVALEa Series Trust	0.3%	0.4%	24,883	+0.2%	$1.4M
TSLATesla Inc Com	0.3%	0.3%	3,173	-1.4%	$1.3M
AMZNAmazon Com Inc Com	0.3%	0.3%	5,274	+2.6%	$1.3M
AAUAEa Series Trust	0.3%	0.3%	19,556	+0.0%	$1.1M
DFACDimensional U.s. Core Equity 2	0.3%	0.3%	24,348	+0.2%	$1.1M
METAMeta Platforms Inc Class A	0.2%	0.3%	1,823	-8.8%	$1.0M
CATCaterpillar Inc Com	0.2%	0.2%	958	-2.2%	$1.0M
VXUSVanguard Star Fds Vanguard Total Intl St	0.2%	0.2%	11,908	+0.1%	$1.0M
SMHVaneck Semiconductor ETF	0.2%	0.2%	1,496	+0.0%	$981K
DFAXDimensional World Ex U.s. Core	0.2%	0.2%	26,476	+1.1%	$975K
MSFTMicrosoft Corp	0.2%	0.3%	2,504	-1.8%	$934K
VCSHVanguard Scottsdale Fds	0.2%	0.2%	10,393	-1.6%	$821K
SGOViShares 0-3 Month Treasury Bon	0.2%	0.2%	7,929	+0.9%	$798K
IJSIShares S&P Small Cap 600 Value	0.2%	0.2%	5,521	-1.3%	$755K
DFSVDfa U.s. Small Cap Value ETF	0.1%	0.1%	15,002	+0.3%	$582K
DFIVDimensional ETF Trust	0.1%	0.2%	10,752	+0.0%	$581K
VWOVanguard Intl Equity Index F	0.1%	0.1%	9,354	-0.1%	$558K
RIOTRiot Platforms Inc	0.1%	—	20,097	—	$550K
STXSeagate Technology Hldngs Pl	0.1%	—	552	—	$533K
VGTVanguard Info Tech	0.1%	—	4,170	—	$498K
SCHVSchwab Strategic Tr	0.1%	0.1%	13,224	+0.0%	$460K

What Meredith Wealth Planning bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VBIL Vanguard Instl Index Fd+279.5% shares
AVIV American Centy ETF Tr+33.4% shares
DFGP Dimensional ETF Trust+15.4% shares
AVGV American Centy ETF Tr+14.7% shares
DFNM Dimensional ETF Trust+12.8% shares
DFSD Dimensional ETF Trust+12.6% shares
DFCF Dimensional ETF Trust+7.2% shares
AVGE American Centy ETF Tr+6.7% shares

Reduced

VTI Vanguard Index Fds-12.3% shares
META Meta Platforms Inc Class A-8.8% shares
DGCB Dimensional ETF Trust-8.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.4% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$423.7M	74
Q1 2026	$369.1M	70
Q4 2025	$335.9M	62
Q3 2025	$315.5M	63
Q2 2025	$275.4M	60
Q1 2025	$226.7M	51
Q4 2024	$224.4M	51
Q3 2024	$209.5M	46
Q2 2024	$190.9M	44
Q1 2024	$179.2M	41
Q4 2023	$160.9M	43
Q3 2023	$134.5M	42

Questions about Meredith Wealth Planning's portfolio

What stocks does Meredith Wealth Planning own?

Meredith Wealth Planning's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 74 positions worth $423.7M. The largest are Avantis US Small Cap Value ETF (AVUV) at 17.3%, American Centy ETF Tr (AVGV) at 12.3%, Dimensional ETF Trust (DUHP) at 11.7%, Avantis International Small Cap Value Et (AVDV) at 7.7% and American Centy ETF Tr (AVGE) at 7.0%.

What did Meredith Wealth Planning buy last quarter?

In Q2 2026, Meredith Wealth Planning added Vanguard Instl Index Fd (VBIL) (+279.5% shares), American Centy ETF Tr (AVIV) (+33.4% shares) and Dimensional ETF Trust (DFGP) (+15.4% shares), compared with its Q1 2026 filing.

What did Meredith Wealth Planning sell last quarter?

In Q2 2026, Meredith Wealth Planning cut from its top 50 Vanguard Tx Ex Bd (VTEB), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Global X Fds (MLPX), Vanguard Index Fds (VTI) (-12.3% shares), Meta Platforms Inc Class A (META) (-8.8% shares) and Dimensional ETF Trust (DGCB) (-8.0% shares), compared with its Q1 2026 filing.

How has Meredith Wealth Planning's portfolio performed?

A portfolio copying Meredith Wealth Planning's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.4% against +20.1%.

When is Meredith Wealth Planning's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meredith Wealth Planning's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meredith Wealth Planning manage?

Meredith Wealth Planning reported $478.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $423.7M.