Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meredith Wealth Planning (CIK 1956471) reported $369.1M across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUV ($65.4M, 17.72%), DUHP ($44.1M, 11.95%), AVGV ($41.5M, 11.23%), AVDV ($31.3M, 8.48%), AVGE ($24.5M, 6.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | $65.4M | 17.72% | 591,966 | Added |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $44.1M | 11.95% | 1.2M | Added |
| 3 | AVGV | AMERICAN CENTY ETF TR | $41.5M | 11.23% | 534,577 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $31.3M | 8.48% | 313,555 | Trimmed |
| 5 | AVGE | AMERICAN CENTY ETF TR | $24.5M | 6.64% | 278,601 | Added |
| 6 | DIHP | DIMENSIONAL ETF TRUST | $23.3M | 6.32% | 723,499 | Added |
| 7 | AVES | AMERICAN CENTY ETF TR | $17.1M | 4.64% | 285,808 | Added |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $14.8M | 4.01% | 350,778 | Added |
| 9 | AVUS | AMERICAN CENTY ETF TR | $12.2M | 3.31% | 109,999 | Added |
| 10 | DFGP | DIMENSIONAL ETF TRUST | $10.7M | 2.89% | 197,859 | Added |
| 11 | MTUM | ISHARES TR | $9.3M | 2.51% | 38,675 | Trimmed |
| 12 | DFSD | DIMENSIONAL ETF TRUST | $7.7M | 2.08% | 160,292 | Added |
| 13 | AVDE | AMERICAN CENTY ETF TR | $5.5M | 1.49% | 64,897 | Added |
| 14 | IMTM | ISHARES TR | $4.2M | 1.13% | 86,479 | Trimmed |
| 15 | BOXA | EA SERIES TRUST | $3.8M | 1.02% | 81,272 | Hold |
| 16 | DEHP | DIMENSIONAL ETF TRUST | $3.6M | 0.96% | 105,098 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $3.3M | 0.88% | 18,698 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $3.1M | 0.84% | 5,217 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $3.1M | 0.84% | 9,697 | Added |
| 20 | SLYV | SPDR SERIES TRUST | $2.9M | 0.80% | 31,086 | Added |
| 21 | DFNM | DIMENSIONAL ETF TRUST | $2.4M | 0.64% | 49,216 | Added |
| 22 | DGCB | DIMENSIONAL ETF TRUST | $2.3M | 0.63% | 42,851 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $2.1M | 0.57% | 7,353 | Trimmed |
| 24 | DUSB | DIMENSIONAL ETF TRUST | $1.8M | 0.50% | 36,302 | Added |
| 25 | AAPL | APPLE INC | $1.8M | 0.47% | 6,898 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31