StockDriftsStockDriftsTop 50 Meredith Wealth Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 17.33% | 588.4K | $73.4M | -0.59%(-3.52K) | $76.31(+67.95%) | 2026-06-30 | |
| AVGV | AMERICAN CENTY ETF TR | 12.3% | 613.1K | $52.1M | +14.68%(+78.48K) | $62.33(+42.01%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 11.71% | 1.19M | $49.6M | -0.86%(-10.36K) | $31.10(+36.87%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 7.73% | 317.9K | $32.8M | +1.38%(+4.32K) | $56.48(+96.61%) | 2026-06-30 | |
| AVGE | AMERICAN CENTY ETF TR | 6.95% | 297.3K | $29.5M | +6.69%(+18.65K) | $78.43(+30.43%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 5.88% | 729.5K | $24.9M | +0.83%(+6.02K) | $27.29(+30.34%) | 2026-06-30 | |
| AVES | AMERICAN CENTY ETF TR | 4.48% | 289.1K | $19.0M | +1.14%(+3.27K) | $43.25(+51.61%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.75% | 376.1K | $15.9M | +7.21%(+25.29K) | $41.93(-1.18%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 3.37% | 111.3K | $14.3M | +1.20%(+1.32K) | $85.96(+54.01%) | 2026-06-30 | |
| MTUM | ISHARES TR | 3.13% | 38.7K | $13.3M | +0.06%(+25) | $142.84(+125.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.02% | +60.23% | — | — | +67.15% |
| Top 20 Holdings Unweighted | +15.64% | +54.63% | — | — | +66.60% |
Meredith Wealth Planning reports $423.71M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are AVUV (17.3%), AVGV (12.3%) and DUHP (11.7%). The top 20 holdings account for 89.38% of reported assets. Its disclosed equity book has returned +60.23% on a three-year cumulative basis. Figures reflect the Q2 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