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Meredith Wealth Planning

Portfolio Manager
Meredith Wealth Planning
Performance
+2.50% (2026 Q1)
AUM (13F)
$369.11M
# of Holdings
70
Performance Rank
Allocation (Top 20)
89.74%

Meredith Wealth Planning Holdings Map

Top 50 Meredith Wealth Planning Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUV
AMERICAN CENTY ETF TR
17.72%592.0K$65.4M
+1.44%(+8.40K)
2025-Q1: 479.5K shares2025-Q2: 565.6K shares2025-Q3: 583.1K shares2025-Q4: 583.6K shares2026-Q1: 592.0K shares
$76.31(+54.39%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
11.95%1.20M$44.1M
+36.91%(+323.44K)
2025-Q1: 760.6K shares2025-Q2: 824.6K shares2025-Q3: 876.4K shares2025-Q4: 876.2K shares2026-Q1: 1.20M shares
$31.10(+28.29%)
2026-03-31
AVGV
AMERICAN CENTY ETF TR
11.23%534.6K$41.5M
+16.15%(+74.31K)
2025-Q1: 395.3K shares2025-Q2: 422.3K shares2025-Q3: 455.2K shares2025-Q4: 460.3K shares2026-Q1: 534.6K shares
$59.68(+40.81%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
8.48%313.6K$31.3M
-2.73%(-8.81K)
2025-Q1: 305.5K shares2025-Q2: 330.7K shares2025-Q3: 329.2K shares2025-Q4: 322.4K shares2026-Q1: 313.6K shares
$55.88(+96.96%)
2026-03-31
AVGE
AMERICAN CENTY ETF TR
6.64%278.6K$24.5M
+19.72%(+45.90K)
2025-Q1: 101.2K shares2025-Q2: 146.9K shares2025-Q3: 160.6K shares2025-Q4: 232.7K shares2026-Q1: 278.6K shares
$77.50(+25.62%)
2026-03-31
DIHP
DIMENSIONAL ETF TRUST
6.32%723.5K$23.3M
+47.83%(+234.07K)
2025-Q1: 424.5K shares2025-Q2: 435.3K shares2025-Q3: 473.7K shares2025-Q4: 489.4K shares2026-Q1: 723.5K shares
$27.25(+25.62%)
2026-03-31
AVES
AMERICAN CENTY ETF TR
4.64%285.8K$17.1M
+2.02%(+5.65K)
2025-Q1: 236.3K shares2025-Q2: 271.4K shares2025-Q3: 278.4K shares2025-Q4: 280.2K shares2026-Q1: 285.8K shares
$43.04(+55.94%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
4.01%350.8K$14.8M
+16.39%(+49.39K)
2025-Q1: 240.3K shares2025-Q2: 266.1K shares2025-Q3: 290.3K shares2025-Q4: 301.4K shares2026-Q1: 350.8K shares
$41.91(+0.78%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
3.31%110.0K$12.2M
+22.74%(+20.38K)
2025-Q1: 67.2K shares2025-Q2: 82.7K shares2025-Q3: 91.8K shares2025-Q4: 89.6K shares2026-Q1: 110.0K shares
$85.57(+46.17%)
2026-03-31
DFGP
DIMENSIONAL ETF TRUST
2.89%197.9K$10.7M
+49.85%(+65.82K)
2025-Q1: 64.2K shares2025-Q2: 71.5K shares2025-Q3: 92.8K shares2025-Q4: 132.0K shares2026-Q1: 197.9K shares
$54.14(+0.40%)
2026-03-31

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