Meredith Wealth Planning - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Meredith Wealth Planning held in its portfolio 61 assets valued at $335,893,817 (i.e. $335.89M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($59.51M), AMERICAN CENTY ETF TR ($53.67M), and DIMENSIONAL ETF TRUST ($33.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Meredith Wealth Planning - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 583567 | 59512141 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 692966 | 53673536 | AVANTIS ALL EQT |
| DIMENSIONAL ETF TRUST | 876182 | 33321187 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 322363 | 30292437 | INTL SMCP VLU |
| ISHARES TR | 85048 | 21288433 | MSCI USA MMENTM |
| AMERICAN CENTY ETF TR | 280157 | 16335944 | EMERGING MKT VAL |
| DIMENSIONAL ETF TRUST | 489427 | 15497715 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 301384 | 12826883 | CORE FIXED INCOM |
| ISHARES TR | 238317 | 11432058 | MSCI INTL MOMENT |
| AMERICAN CENTY ETF TR | 89620 | 10017758 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 132039 | 7139348 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 128611 | 6166897 | SHORT DURATION F |
| EA SERIES TRUST | 81272 | 4008976 | ALPHA ARCHITECT |
| NVIDIA CORPORATION | 20239 | 3774602 | COM |
| DIMENSIONAL ETF TRUST | 103516 | 3338384 | EMERGING MKTS HI |
| AMERICAN CENTY ETF TR | 39759 | 3272991 | INTL EQT ETF |
| VANGUARD INDEX FDS | 5199 | 3260196 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 9696 | 3250790 | TOTAL STK MKT |
| SPDR SERIES TRUST | 30430 | 2768248 | STATE STREET SPD |
| APPLE INC | 9483 | 2577990 | COM |
| DIMENSIONAL ETF TRUST | 46796 | 2538104 | GLOBAL CR ETF |
| ALPHABET INC | 7661 | 2397777 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 43449 | 2092927 | NATL MUN BD ETF |
| VANGUARD MUN BD FDS | 33798 | 1699677 | TAX EXEMPT BD |
| TESLA INC | 3173 | 1426962 | COM |
| DIMENSIONAL ETF TRUST | 23942 | 1425523 | US TARGETED VLU |
| AMERICAN CENTY ETF TR | 18351 | 1307171 | INTERNATIONAL LR |
| META PLATFORMS INC | 1839 | 1214018 | CL A |
| EA SERIES TRUST | 24820 | 1211081 | US QUAN VALUE |
| AMAZON COM INC | 5215 | 1203762 | COM |
| MICROSOFT CORP | 2371 | 1146514 | COM |
| DIMENSIONAL ETF TRUST | 24255 | 960244 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 18892 | 956882 | ULTRASHORT FIXED |
| VANGUARD SCOTTSDALE FDS | 11785 | 939655 | SHRT TRM CORP BD |
| VANGUARD STAR FDS | 11913 | 898700 | VG TL INTL STK F |
| DIMENSIONAL ETF TRUST | 26149 | 855867 | WORLD EX US CORE |
| ISHARES TR | 7815 | 784426 | 0-3 MNTH TREASRY |
| ISHARES TR | 5635 | 640820 | SP SMCP600VL ETF |
| WALMART INC | 5580 | 621705 | COM |
| CATERPILLAR INC | 980 | 561429 | COM |
| VANECK ETF TRUST | 1496 | 538754 | SEMICONDUCTR ETF |
| DIMENSIONAL ETF TRUST | 10768 | 537306 | INTERNATNAL VAL |
| VANGUARD INTL EQUITY INDEX F | 9592 | 515691 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 15081 | 496002 | US SMALL CAP VAL |
| VANGUARD WORLD FD | 520 | 392112 | INF TECH ETF |
| SCHWAB STRATEGIC TR | 13224 | 391563 | US LCAP VA ETF |
| ISHARES INC | 5707 | 383597 | CORE MSCI EMKT |
| ELI LILLY & CO | 356 | 382419 | COM |
| WORLD GOLD TR | 4197 | 358298 | SPDR GLD MINIS |
| MCDONALDS CORP | 1161 | 354790 | COM |
| ISHARES TR | 469 | 321401 | CORE S&P500 ETF |
| RIOT PLATFORMS INC | 24542 | 310947 | COM |
| VANGUARD INDEX FDS | 1447 | 306460 | SM CP VAL ETF |
| BROADCOM INC | 877 | 303535 | COM |
| ISHARES TR | 11952 | 290199 | IBONDS 27 ETF |
| BERKSHIRE HATHAWAY INC DEL | 512 | 257357 | CL B NEW |
| HBT FINL INC. | 9594 | 248005 | COM |
| AMERICAN CENTY ETF TR | 5802 | 243254 | AVANTIS CORE FI |
| VANGUARD INDEX FDS | 1198 | 212489 | MCAP VL IDXVIP |
| MICRON TECHNOLOGY INC | 735 | 209667 | COM |
| VANGUARD INDEX FDS | 636 | 200213 | LARGE CAP ETF |
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