Meredith Wealth Planning

Est. AUM

$369.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US SML CP VALU	$65.4M	591966	17.72%	SOLE
2	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$44.1M	1199622	11.95%	SOLE
3	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$41.5M	534577	11.23%	SOLE
4	AMERICAN CENTY ETF TR	INTL SMCP VLU	$31.3M	313555	8.48%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$24.5M	278601	6.64%	SOLE
6	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$23.3M	723499	6.32%	SOLE
7	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$17.1M	285808	4.64%	SOLE
8	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$14.8M	350778	4.01%	SOLE
9	AMERICAN CENTY ETF TR	US EQT ETF	$12.2M	109999	3.31%	SOLE
10	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$10.7M	197859	2.89%	SOLE
11	ISHARES TR	MSCI USA MMENTM	$9.3M	38675	2.51%	SOLE
12	DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.7M	160292	2.08%	SOLE
13	AMERICAN CENTY ETF TR	INTL EQT ETF	$5.5M	64897	1.49%	SOLE
14	ISHARES TR	MSCI INTL MOMENT	$4.2M	86479	1.13%	SOLE
15	EA SERIES TRUST	ALPHA ARCHITECT	$3.8M	81272	1.02%	SOLE
16	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$3.6M	105098	0.96%	SOLE
17	NVIDIA CORPORATION	COM	$3.3M	18698	0.88%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	5217	0.84%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	9697	0.84%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	31086	0.80%	SOLE
21	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$2.4M	49216	0.64%	SOLE
22	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$2.3M	42851	0.63%	SOLE
23	ALPHABET INC	CAP STK CL A	$2.1M	7353	0.57%	SOLE
24	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$1.8M	36302	0.50%	SOLE
25	APPLE INC	COM	$1.8M	6898	0.47%	SOLE
26	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.7M	34948	0.47%	SOLE
27	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.6M	25175	0.43%	SOLE
28	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.4M	18372	0.37%	SOLE
29	EA SERIES TRUST	US QUAN VALUE	$1.3M	24840	0.35%	SOLE
30	TESLA INC	COM	$1.2M	3218	0.32%	SOLE
31	META PLATFORMS INC	CL A	$1.1M	1998	0.31%	SOLE
32	AMAZON COM INC	COM	$1.1M	5141	0.29%	SOLE
33	EA SERIES TRUST	ALPHA ARCHITECT	$957K	19556	0.26%	SOLE
34	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$945K	24306	0.26%	SOLE
35	MICROSOFT CORP	COM	$944K	2550	0.26%	SOLE
36	VANGUARD STAR FDS	VG TL INTL STK F	$917K	11892	0.25%	SOLE
37	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$890K	26195	0.24%	SOLE
38	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$837K	10563	0.23%	SOLE
39	ISHARES TR	0-3 MNTH TREASRY	$791K	7860	0.21%	SOLE
40	CATERPILLAR INC	COM	$694K	980	0.19%	SOLE
41	ISHARES TR	SP SMCP600VL ETF	$662K	5591	0.18%	SOLE
42	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$638K	8433	0.17%	SOLE
43	VANECK ETF TRUST	SEMICONDUCTR ETF	$574K	1496	0.16%	SOLE
44	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$567K	10752	0.15%	SOLE
45	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$524K	14950	0.14%	SOLE
46	WALMART INC	COM	$517K	4158	0.14%	SOLE
47	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$506K	9368	0.14%	SOLE
48	GLOBAL X FDS	GLB X MLP ENRG I	$443K	5985	0.12%	SOLE
49	MICRON TECHNOLOGY INC	COM	$426K	1260	0.12%	SOLE
50	SCHWAB STRATEGIC TR	US LCAP VA ETF	$403K	13224	0.11%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.