§ 13F · FUND PROFILE
Meredith Wealth Planning.
AUM · $424M (13F)Positions · 74Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 588K | $73M | 17.3% | −1% |
| 2 | AVGV | AMERICAN CENTY ETF TR | 613K | $52M | 12.3% | +15% |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 1.19M | $50M | 11.7% | −1% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 318K | $33M | 7.7% | +1% |
| 5 | AVGE | AMERICAN CENTY ETF TR | 297K | $29M | 7.0% | +7% |
| 6 | DIHP | DIMENSIONAL ETF TRUST | 730K | $25M | 5.9% | +1% |
| 7 | AVES | AMERICAN CENTY ETF TR | 289K | $19M | 4.5% | +1% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 376K | $16M | 3.7% | +7% |
| 9 | AVUS | AMERICAN CENTY ETF TR | 111K | $14M | 3.4% | +1% |
| 10 | MTUM | ISHARES TR | 39K | $13M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEREDITH SIGNAL
AC read
Meredith Wealth Planning is a Other fund managing $424 million in assets. The fund runs a portfolio of 74 positions.
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