Meredith Wealth Planning 13F Holdings · Q2 2026
Meredith Wealth Planning reported 74 securities worth $423.71M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVUV (17.33%), AVGV (12.30%), DUHP (11.71%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | $73.4M | 17.33% | 588,447 | Trimmed |
| 2 | AVGV | AMERICAN CENTY ETF TR | $52.1M | 12.30% | 613,056 | Added |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $49.6M | 11.71% | 1.2M | Trimmed |
| 4 | AVDV | AMERICAN CENTY ETF TR | $32.8M | 7.73% | 317,877 | Added |
| 5 | AVGE | AMERICAN CENTY ETF TR | $29.5M | 6.95% | 297,253 | Added |
| 6 | DIHP | DIMENSIONAL ETF TRUST | $24.9M | 5.88% | 729,518 | Added |
| 7 | AVES | AMERICAN CENTY ETF TR | $19.0M | 4.48% | 289,074 | Added |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $15.9M | 3.75% | 376,067 | Added |
| 9 | AVUS | AMERICAN CENTY ETF TR | $14.3M | 3.37% | 111,324 | Added |
| 10 | MTUM | ISHARES TR | $13.3M | 3.13% | 38,700 | Added |
| 11 | DFGP | DIMENSIONAL ETF TRUST | $12.4M | 2.94% | 228,393 | Added |
| 12 | DFSD | DIMENSIONAL ETF TRUST | $8.6M | 2.03% | 180,461 | Added |
| 13 | AVDE | AMERICAN CENTY ETF TR | $5.8M | 1.36% | 64,643 | Trimmed |
| 14 | IMTM | ISHARES TR | $4.6M | 1.09% | 86,855 | Added |
| 15 | DEHP | DIMENSIONAL ETF TRUST | $4.5M | 1.05% | 104,333 | Trimmed |
| 16 | AAEQ | EA SERIES TRUST | $4.3M | 1.02% | 80,965 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $3.8M | 0.89% | 18,873 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $3.5M | 0.82% | 5,076 | Trimmed |
| 19 | SLYV | SPDR SERIES TRUST | $3.4M | 0.81% | 31,354 | Added |
| 20 | VTI | VANGUARD INDEX FDS | $3.1M | 0.74% | 8,503 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $2.7M | 0.64% | 7,548 | Added |
| 22 | DFNM | DIMENSIONAL ETF TRUST | $2.7M | 0.63% | 55,527 | Added |
| 23 | VBIL | VANGUARD INSTL INDEX FD | $2.4M | 0.57% | 32,003 | Added |
| 24 | DGCB | DIMENSIONAL ETF TRUST | $2.2M | 0.51% | 39,405 | Trimmed |
| 25 | AAPL | APPLE INC | $2.1M | 0.49% | 7,181 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR