§ 13F · FUND PROFILE
Meredith Wealth Planning.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $316M (13F)Positions · 63Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 592K | $65M | 17.7% | +1% |
| 2 | DUHP | DIMENSIONAL ETF TRUST | 1.20M | $44M | 11.9% | +37% |
| 3 | AVGV | AMERICAN CENTY ETF TR | 535K | $41M | 11.2% | +16% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 314K | $31M | 8.5% | −3% |
| 5 | AVGE | AMERICAN CENTY ETF TR | 279K | $25M | 6.6% | +20% |
| 6 | DIHP | DIMENSIONAL ETF TRUST | 723K | $23M | 6.3% | +48% |
| 7 | AVES | AMERICAN CENTY ETF TR | 286K | $17M | 4.6% | +2% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 351K | $15M | 4.0% | +16% |
| 9 | AVUS | AMERICAN CENTY ETF TR | 110K | $12M | 3.3% | +23% |
| 10 | DFGP | DIMENSIONAL ETF TRUST | 198K | $11M | 2.9% | +50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEREDITH SIGNAL
AC read
Meredith Wealth Planning is a Other fund managing $316 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed