Q3 2026 13F · SEC CIK 1956471

Meredith Wealth Planning

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $400.6M
Reported positions: 80
Top holdings a year, 3 yrs: +17.9%
Assets under management: $478.7M

Meredith Wealth Planning is a wealth manager that reported 80 positions worth $400.6M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were American Centy ETF Tr (AVUV, 17.3%), American Centy ETF Tr (AVGV, 14.3%), American Centy ETF Tr (AVDV, 8.6%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

Meredith Wealth Planning holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meredith Wealth Planning 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AVUVAmerican Centy ETF Tr	17.3%	17.3%	587,106	-0.2%	$69.1M
AVGVAmerican Centy ETF Tr	14.3%	12.3%	679,434	+10.8%	$57.3M
AVDVAmerican Centy ETF Tr	8.6%	7.7%	314,035	-1.2%	$34.3M
AVGEAmerican Centy ETF Tr	7.6%	7.0%	307,689	+3.5%	$30.3M
VGITVanguard Scottsdale Fds	6.8%	—	480,186	—	$27.2M
DIHPDimensional International High Profitabi	6.0%	5.9%	718,555	-1.5%	$24.2M
AVESAmerican Centy ETF Tr	4.7%	4.5%	290,287	+0.4%	$18.9M
DFGPDimensional ETF Trust	4.1%	2.9%	312,809	+37.0%	$16.2M
AVUSAvantis U.S. Equity ETF	3.6%	3.4%	111,204	-0.1%	$14.2M
MTUMIshares Tr	3.0%	3.1%	38,179	-1.3%	$12.1M
VGSHVanguard Scottsdale Fds	2.8%	—	193,683	—	$11.1M
DFSDDimensional Short-Duration Fixed Income	2.0%	2.0%	176,763	-2.0%	$8.2M
AVDEAvantis International Equity ETF	1.5%	1.4%	67,564	+4.5%	$6.1M
IMTMIshares Tr	1.1%	1.1%	86,689	-0.2%	$4.6M
NVDANvidia Corporation	1.0%	0.9%	17,947	-4.9%	$4.1M
DEHPDimensional ETF Trust	1.0%	1.1%	95,503	-8.5%	$3.9M
SLYVSpdr Series Trust	0.8%	0.8%	30,660	-2.2%	$3.1M
DFCFDimensional ETF Trust	0.8%	3.7%	77,112	-79.5%	$3.1M
GOOGLAlphabet Inc	0.6%	0.6%	7,444	-1.4%	$2.6M
VBILVanguard Instl Index Fd	0.6%	0.6%	33,398	+4.4%	$2.5M
DFNMDimensional ETF Trust	0.6%	0.6%	54,769	-1.4%	$2.5M
AAEQEa Series Trust	0.6%	1.0%	44,468	-45.1%	$2.4M
AAPLApple Inc	0.6%	0.5%	7,317	+1.9%	$2.4M
DUSBDimensional Ultrashort Fixed Income ETF	0.5%	0.5%	42,223	+11.8%	$2.1M
AVIVAmerican Centy ETF Tr	0.5%	0.4%	24,588	+0.3%	$2.0M
DFATDimensional ETF Trust	0.4%	0.4%	25,224	+0.2%	$1.7M
QVALEa Series Trust	0.4%	0.3%	24,973	+0.4%	$1.5M
MUMicron Technology Inc	0.4%	0.3%	1,357	+8.3%	$1.4M
KMLMKraneshares Trust	0.4%	—	46,384	—	$1.4M
VTIVanguard Index Fds	0.3%	0.7%	3,681	-56.7%	$1.4M
DGCBDimensional ETF Trust	0.3%	0.5%	24,764	-37.2%	$1.3M
MSFTMicrosoft Corp	0.3%	0.2%	2,471	-1.3%	$1.3M
METAMeta Platforms Inc	0.3%	0.2%	1,741	-4.5%	$1.3M
AMZNAmazon Com Inc	0.3%	0.3%	4,989	-5.4%	$1.2M
SCHDSchwab Strategic Tr	0.3%	—	36,956	—	$1.2M
TSLATesla Inc	0.3%	0.3%	3,296	+3.9%	$1.2M
AAUAEa Series Trust	0.3%	0.3%	19,556	+0.0%	$1.1M
VOOVanguard Index Fds	0.3%	0.8%	1,573	-69.0%	$1.1M
DFACDimensional ETF Trust	0.3%	0.3%	24,396	+0.2%	$1.1M
DFAXDimensional ETF Trust	0.2%	0.2%	26,633	+0.6%	$986K
SMHVaneck ETF Trust	0.2%	0.2%	1,485	-0.7%	$904K
SGOVIshares Tr	0.2%	0.2%	7,995	+0.8%	$805K
CATCaterpillar Inc	0.2%	0.2%	959	+0.1%	$778K
SPDWSpdr Index Shs Fds	0.2%	—	15,115	—	$759K
IJSIshares Tr	0.2%	0.2%	5,468	-1.0%	$700K
DFIVDimensional ETF Trust	0.2%	0.1%	11,622	+8.1%	$649K
DGROIshares Tr	0.2%	—	8,069	—	$608K
VWOVanguard Intl Equity Index F	0.1%	0.1%	9,382	+0.3%	$556K
VXUSVanguard Star Fds	0.1%	0.2%	6,521	-45.2%	$554K
AAUBEa Series Trust	0.1%	—	10,445	—	$536K

What Meredith Wealth Planning bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

DFGP Dimensional ETF Trust+37.0% shares
DUSB Dimensional Ultrashort Fixed Income ETF+11.8% shares
AVGV American Centy ETF Tr+10.8% shares
MU Micron Technology Inc+8.3% shares
DFIV Dimensional ETF Trust+8.1% shares

Reduced

Left the top 50

DUHP Dimensional ETF Trustwas 11.7%
VCSH Vanguard Scottsdale Fdswas 0.2%
DFSV Dimensional US Small Capwas 0.1%
RIOT Riot Platforms Incwas 0.1%
STX Seagate Technology Hldngs Plwas 0.1%
VGT Vanguard World Fdwas 0.1%
SCHV Schwab Strategic Trwas 0.1%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.4% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$400.6M	80
Q2 2026	$423.7M	74
Q1 2026	$369.1M	70
Q4 2025	$335.9M	62
Q3 2025	$315.5M	63
Q2 2025	$275.4M	60
Q1 2025	$226.7M	51
Q4 2024	$224.4M	51
Q3 2024	$209.5M	46
Q2 2024	$190.9M	44
Q1 2024	$179.2M	41
Q4 2023	$160.9M	43

Questions about Meredith Wealth Planning's portfolio

What stocks does Meredith Wealth Planning own?

Meredith Wealth Planning's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 80 positions worth $400.6M. The largest are American Centy ETF Tr (AVUV) at 17.3%, American Centy ETF Tr (AVGV) at 14.3%, American Centy ETF Tr (AVDV) at 8.6%, American Centy ETF Tr (AVGE) at 7.6% and Vanguard Scottsdale Fds (VGIT) at 6.8%.

What did Meredith Wealth Planning buy last quarter?

In Q3 2026, Meredith Wealth Planning added Dimensional ETF Trust (DFGP) (+37.0% shares), Dimensional Ultrashort Fixed Income ETF (DUSB) (+11.8% shares) and American Centy ETF Tr (AVGV) (+10.8% shares), compared with its Q2 2026 filing.

What did Meredith Wealth Planning sell last quarter?

In Q3 2026, Meredith Wealth Planning cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Vanguard Scottsdale Fds (VCSH), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Riot Platforms Inc (RIOT), cut from its top 50 Seagate Technology Hldngs Pl (STX), Dimensional ETF Trust (DFCF) (-79.5% shares), Vanguard Index Fds (VOO) (-69.0% shares) and Vanguard Index Fds (VTI) (-56.7% shares), compared with its Q2 2026 filing.

How has Meredith Wealth Planning's portfolio performed?

A portfolio copying Meredith Wealth Planning's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.4% against +20.1%.

When is Meredith Wealth Planning's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meredith Wealth Planning's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Meredith Wealth Planning manage?

Meredith Wealth Planning reported $478.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $400.6M.