§ 13F · FUND PROFILE
Meredith Wealth Planning.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $275.4T (13F)Positions · 60Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 584K | $59.5T | 17.7% | ±0% |
| 2 | AVGV | AMERICAN CENTY ETF TR | 460K | $33.7T | 10.0% | +1% |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 876K | $33.3T | 9.9% | ±0% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 322K | $30.3T | 9.0% | −2% |
| 5 | MTUM | ISHARES TR | 85K | $21.3T | 6.3% | ±0% |
| 6 | AVGE | AMERICAN CENTY ETF TR | 233K | $20.0T | 6.0% | +45% |
| 7 | AVES | AMERICAN CENTY ETF TR | 280K | $16.3T | 4.9% | +1% |
| 8 | DIHP | DIMENSIONAL ETF TRUST | 489K | $15.5T | 4.6% | +3% |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 301K | $12.8T | 3.8% | +4% |
| 10 | IMTM | ISHARES TR | 238K | $11.4T | 3.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEREDITH SIGNAL
AC read
Meredith Wealth Planning is a Other fund managing $275395.3 trillion in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed