StockDriftsStockDriftsTop 50 Meredith Wealth Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 17.26% | 587.1K | $69.1M | -0.23%(-1.34K) | $76.31(+56.84%) | 2026-09-30 | |
| AVGV | AMERICAN CENTY ETF TR | 14.31% | 679.4K | $57.3M | +10.83%(+66.38K) | $64.51(+32.18%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 8.57% | 314.0K | $34.3M | -1.21%(-3.84K) | $56.48(+90.03%) | 2026-09-30 | |
| AVGE | AMERICAN CENTY ETF TR | 7.55% | 307.7K | $30.3M | +3.51%(+10.44K) | $79.12(+24.74%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.79% | 480.2K | $27.2M | new | $57.82(-1.43%) | 2026-09-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 6.04% | 718.6K | $24.2M | -1.50%(-10.96K) | $27.29(+24.68%) | 2026-09-30 | |
| AVES | AMERICAN CENTY ETF TR | 4.72% | 290.3K | $18.9M | +0.42%(+1.21K) | $43.34(+46.83%) | 2026-09-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 4.05% | 312.8K | $16.2M | +36.96%(+84.42K) | $53.88(-2.94%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 3.56% | 111.2K | $14.2M | -0.11%(-120) | $85.96(+49.99%) | 2026-09-30 | |
| MTUM | ISHARES TR | 3.02% | 38.2K | $12.1M | -1.35%(-521) | $142.84(+107.02%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.97% | +60.04% | — | — | +64.87% |
| Top 20 Holdings Unweighted | +16.00% | +56.10% | — | — | +65.58% |
Meredith Wealth Planning reports $400.65M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (17.3%), AVGV (14.3%) and AVDV (8.6%). The top 20 holdings account for 88.18% of reported assets. Its disclosed equity book has returned +60.04% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meredith Wealth Planning’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1956471). View Meredith Wealth Planning’s 13F filings on SEC