Meredith Wealth Planning Portfolio Holdings - 13F Filings | 13F Fund Database
Meredith Wealth Planning 13F Holdings
CIK 0001956471 · MARYVILLE, IL
As of Sep 30, 2025, Meredith Wealth Planning reported
63 positions worth $315.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 583,079 | $58.0M | 18.39% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 876,421 | $33.1M | 10.49% |
| AMERICAN CENTY ETF TR | AVGV | — | 455,200 | $32.0M | 10.15% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 329,207 | $29.3M | 9.29% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 85,434 | $21.9M | 6.94% |
| AMERICAN CENTY ETF TR | AVES | — | 278,355 |
|
6.0M5.06% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 473,703 |
4.4M | 4.56% |
| AMERICAN CENTY ETF TR | — | — | 160,562 |
3.4M | 4.24% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 290,296 |
2.4M | 3.93% |
| ISHARES MSCI INTL MOMENTUM FACTOR ETF | IMTM | — | 233,961 |
1.2M | 3.55% |
| AVANTIS US EQUITY ETF | AVUS | — | 91,830 |
0.0M | 3.16% |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | DFGP | — | 92,801 | $5.2M | 1.63% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 98,653 | $4.8M | 1.51% |
| NVIDIA CORP | NVDA | Technology | 20,086 | $3.7M | 1.19% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 40,913 | $3.2M | 1.02% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 9,724 | $3.2M | 1.01% |
| VANGUARD 500 INDEX FUND | VOO | — | 5,129 | $3.1M | 1.00% |
| DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | DEHP | — | 99,646 | $3.0M | 0.96% |
| DIMENSIONAL GLOBAL CREDIT ETF | DGCB | — | 49,714 | $2.8M | 0.87% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 30,555 | $2.7M | 0.86% |
| APPLE INC | AAPL | Technology | 10,291 | $2.6M | 0.83% |
| ALPHABET INC | GOOGL | Equity | 7,784 |
.9M | 0.60% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 34,388 |
.7M | 0.55% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 14,853 |
.5M | 0.47% |
| TESLA INC | TSLA | Consumer Cyclical | 3,204 |
.4M | 0.45% |