What does Meredith Wealth Planning hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive SEC 13F Analysis: Meredith Wealth Planning

1. Portfolio Overview

Meredith Wealth Planning has reported a significant expansion in its managed assets for the quarter ending December 31, 2025. The total portfolio value surged by 156.4%, rising from $131.00M to $335.89M. This dramatic increase indicates substantial net capital inflows into the firm's strategies, rather than mere market appreciation, given the magnitude of the growth within a single quarter.

The por...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

AVUV

AMERICAN CENTY ETF TR

$65M592K17.7%

DUHP

DIMENSIONAL ETF TRUST

$44M1.2M11.9%

AVGV

AMERICAN CENTY ETF TR

$41M535K11.2%

AVDV

AMERICAN CENTY ETF TR

$31M314K8.5%

AVGE

AMERICAN CENTY ETF TR

$25M279K6.6%

DIHP

DIMENSIONAL ETF TRUST

$23M723K6.3%

AVES

AMERICAN CENTY ETF TR

$17M286K4.6%

DFCF

DIMENSIONAL ETF TRUST

$15M351K4.0%

AVUS

AMERICAN CENTY ETF TR

$12M110K3.3%

DFGP

DIMENSIONAL ETF TRUST

$11M198K2.9%

Filing history

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