Meredith Wealth Planning
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$369.1M
Q ending 2026-03-31
Prior quarter
$335.9M
Q ending 2025-12-31
Change
+9.9% QoQ · +62.8% YoY
Positions
70
reported holdings
Largest positions
All 70 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVUV | Shares | $65.4M | 592K |
| Dimensional Etf Trust | DUHP | Shares | $44.1M | 1.2M |
| American Centy Etf Tr | AVGV | Shares | $41.5M | 535K |
| American Centy Etf Tr | AVDV | Shares | $31.3M | 314K |
| American Centy Etf Tr | AVGE | Shares | $24.5M | 279K |
| Dimensional Etf Trust | DIHP | Shares | $23.3M | 723K |
| American Centy Etf Tr | AVES | Shares | $17.1M | 286K |
| Dimensional Etf Trust | DFCF | Shares | $14.8M | 351K |
| American Centy Etf Tr | AVUS | Shares | $12.2M | 110K |
| Dimensional Etf Trust | DFGP | Shares | $10.7M | 198K |
| Ishares Tr | MTUM | Shares | $9.3M | 39K |
| Dimensional Etf Trust | DFSD | Shares | $7.7M | 160K |
| American Centy Etf Tr | AVDE | Shares | $5.5M | 65K |
| Ishares Tr | IMTM | Shares | $4.2M | 86K |
| Ea Series Trust | AAEQ | Shares | $3.8M | 81K |
| Dimensional Etf Trust | DEHP | Shares | $3.6M | 105K |
| Nvidia Corporation | NVDA | Shares | $3.3M | 19K |
| Vanguard Index Fds | VOO | Shares | $3.1M | 5K |
| Vanguard Index Fds | VTI | Shares | $3.1M | 10K |
| Spdr Series Trust | SLYV | Shares | $2.9M | 31K |
| Dimensional Etf Trust | DFNM | Shares | $2.4M | 49K |
| Dimensional Etf Trust | DGCB | Shares | $2.3M | 43K |
| Alphabet Inc | GOOGL | Shares | $2.1M | 7K |
| Dimensional Etf Trust | DUSB | Shares | $1.8M | 36K |
| Apple Inc | AAPL | Shares | $1.8M | 7K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.7M | 35K |
| Dimensional Etf Trust | DFAT | Shares | $1.6M | 25K |
| American Centy Etf Tr | AVIV | Shares | $1.4M | 18K |
| Ea Series Trust | QVAL | Shares | $1.3M | 25K |
| Tesla Inc | TSLA | Shares | $1.2M | 3K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Amazon Com Inc | AMZN | Shares | $1.1M | 5K |
| Ea Series Trust | AAUA | Shares | $957K | 20K |
| Dimensional Etf Trust | DFAC | Shares | $945K | 24K |
| Microsoft Corp | MSFT | Shares | $944K | 3K |
| Vanguard Star Fds | VXUS | Shares | $917K | 12K |
| Dimensional Etf Trust | DFAX | Shares | $890K | 26K |
| Vanguard Scottsdale Fds | VCSH | Shares | $837K | 11K |
| Ishares Tr | SGOV | Shares | $791K | 8K |
| Caterpillar Inc | CAT | Shares | $694K | 980 |
| Ishares Tr | IJS | Shares | $662K | 6K |
| Vanguard Instl Index Fd | VBIL | Shares | $638K | 8K |
| Vaneck Etf Trust | SMH | Shares | $574K | 1K |
| Dimensional Etf Trust | DFIV | Shares | $567K | 11K |
| Dimensional Etf Trust | DFSV | Shares | $524K | 15K |
| Walmart Inc | WMT | Shares | $517K | 4K |
| Vanguard Intl Equity Index F | VWO | Shares | $506K | 9K |
| Global X Fds | MLPX | Shares | $443K | 6K |
| Micron Technology Inc | MU | Shares | $426K | 1K |
| Schwab Strategic Tr | SCHV | Shares | $403K | 13K |
| Ishares Inc | IEMG | Shares | $390K | 6K |
| World Gold Tr | GLDM | Shares | $389K | 4K |
| American Centy Etf Tr | AVEM | Shares | $367K | 5K |
| Vanguard World Fd | VGT | Shares | $363K | 521 |
| Mcdonalds Corp | MCD | Shares | $360K | 1K |
| Eli Lilly & Co | LLY | Shares | $327K | 355 |
| Global X Fds | MLPA | Shares | $321K | 6K |
| Vanguard Index Fds | VBR | Shares | $314K | 1K |
| Ishares Tr | IVV | Shares | $307K | 470 |
| Riot Platforms Inc | RIOT | Shares | $303K | 25K |
| Ishares Tr | IBDS | Shares | $291K | 12K |
| Broadcom Inc | AVGO | Shares | $259K | 836 |
| Hbt Finl Inc. | HBT | Shares | $256K | 10K |
| Sprott Asset Management Lp | PHYS | Shares | $244K | 7K |
| Deere & Co | DE | Shares | $226K | 400 |
| Vanguard Index Fds | VOE | Shares | $221K | 1K |
| Seagate Technology Hldngs Pl | Shares | $216K | 552 | |
| Vanguard World Fd | VDE | Shares | $212K | 1K |
| Comfort Sys Usa Inc | FIX | Shares | $201K | 146 |
| Eaton Corp Plc | Shares | $201K | 561 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.