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Meredith Wealth Planning Portfolio
$400.6M across 80 positions as of 2026-09-30, with 76% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+14.9%
+0.5% a year vs the S&P 500
3 years
+17.3%
-4.0% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
6 of 15
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +2.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AVUVAvantis U.S. Small Cap Value ETF | $69.1M | 17.3% | 587,106 |
| AMERICAN CENTY ETF TR | $57.3M | 14.3% | 679,434 |
| AVDVAvantis International Small Cap Value ETF | $34.3M | 8.6% | 314,035 |
| AMERICAN CENTY ETF TR | $30.3M | 7.6% | 307,689 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $27.2M | 6.8% | 480,186 |
| DIMENSIONAL ETF TRUST | $24.2M | 6.0% | 718,555 |
| AVESAvantis Emerging Markets Value ETF | $18.9M | 4.7% | 290,287 |
| DIMENSIONAL ETF TRUST | $16.2M | 4.1% | 312,809 |
| AVUSAvantis U.S. Equity ETF | $14.2M | 3.6% | 111,204 |
| MTUMiShares MSCI USA Momentum Factor ETF | $12.1M | 3.0% | 38,179 |
| VGSHVanguard Short-Term Treasury ETF | $11.1M | 2.8% | 193,683 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $8.2M | 2.1% | 176,763 |
| AVDEAvantis International Equity ETF | $6.1M | 1.5% | 67,564 |
| ISHARES TR | $4.6M | 1.1% | 86,689 |
| NVDANVIDIA Corp | $4.1M | 1.0% | 17,947 |
| DIMENSIONAL ETF TRUST | $3.9M | 1.0% | 95,503 |
| SPDR SERIES TRUST | $3.1M | 0.8% | 30,660 |
| DFCFDimensional Core Fixed Income ETF | $3.1M | 0.8% | 77,112 |
| GOOGLAlphabet Inc | $2.6M | 0.6% | 7,444 |
| VANGUARD INSTL INDEX FD | $2.5M | 0.6% | 33,398 |
| DIMENSIONAL ETF TRUST | $2.5M | 0.6% | 54,769 |
| EA SERIES TRUST | $2.4M | 0.6% | 44,468 |
| AAPLApple Inc | $2.4M | 0.6% | 7,317 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $2.1M | 0.5% | 42,223 |
| AMERICAN CENTY ETF TR | $2M | 0.5% | 24,588 |
| DFATDimensional U.S. Targeted Value ETF | $1.7M | 0.4% | 25,224 |
| EA SERIES TRUST | $1.5M | 0.4% | 24,973 |
| MUMicron Technology Inc | $1.4M | 0.4% | 1,357 |
| KRANESHARES TRUST | $1.4M | 0.4% | 46,384 |
| VTIVanguard Total Stock Market ETF | $1.4M | 0.3% | 3,681 |
| DIMENSIONAL ETF TRUST | $1.3M | 0.3% | 24,764 |
| MSFTMicrosoft Corp | $1.3M | 0.3% | 2,471 |
| METAMeta Platforms Inc | $1.3M | 0.3% | 1,741 |
| AMZNAmazon.com Inc | $1.2M | 0.3% | 4,989 |
| SCHDSchwab US Dividend Equity ETF | $1.2M | 0.3% | 36,956 |
| TSLATesla Inc | $1.2M | 0.3% | 3,296 |
| EA SERIES TRUST | $1.1M | 0.3% | 19,556 |
| VOOVanguard S&P 500 ETF | $1.1M | 0.3% | 1,573 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $1.1M | 0.3% | 24,396 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $986K | 0.2% | 26,633 |
| SMHVanEck Semiconductor ETF | $904.1K | 0.2% | 1,485 |
| SGOViShares 0-3 Month Treasury Bond ETF | $804.9K | 0.2% | 7,995 |
| CATCaterpillar Inc | $777.6K | 0.2% | 959 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $758.9K | 0.2% | 15,115 |
| IJSiShares S&P SmallCap 600 Value ETF | $700.5K | 0.2% | 5,468 |
| DFIVDimensional International Value ETF | $649.2K | 0.2% | 11,622 |
| DGROiShares Core Dividend Growth ETF | $608.3K | 0.2% | 8,069 |
| VWOVanguard FTSE Emerging Markets ETF | $556.4K | 0.1% | 9,382 |
| VXUSVanguard Total International Stock ETF | $554.1K | 0.1% | 6,521 |
| EA SERIES TRUST | $535.5K | 0.1% | 10,445 |
| VGTVanguard Information Tech ETF | $524.6K | 0.1% | 4,175 |
| VBRVanguard Small-Cap Value ETF | $471.8K | 0.1% | 2,042 |
| SCHVSchwab U.S. Large-Cap Value ETF | $440.5K | 0.1% | 13,224 |
| IEMGiShares Core MSCI Emerging Markets ETF | $426.6K | 0.1% | 5,256 |
| MLPXGlobal X MLP & Energy Infrastructure ETF | $417.9K | 0.1% | 5,985 |
| RIOT PLATFORMS INC | $405K | 0.1% | 20,097 |
| IWFiShares Russell 1000 Growth ETF | $399.8K | 0.1% | 3,192 |
| WMTWalmart Inc | $392.2K | 0.1% | 3,775 |
| AVEMAvantis Emerging Markets Equity ETF | $391.5K | 0.1% | 4,164 |
| LLYEli Lilly and Co | $379.9K | 0.1% | 328 |
| SCHWAB STRATEGIC TR | $362.9K | 0.1% | 14,922 |
| FIXComfort Systems USA Inc | $346.2K | 0.1% | 209 |
| GLDMSPDR Gold MiniShares Trust | $344.9K | 0.1% | 4,197 |
| HBT FINL INC. | $339.3K | 0.1% | 9,594 |
| IVViShares Core S&P 500 ETF | $339K | 0.1% | 443 |
| MLPAGlobal X MLP ETF | $317.4K | 0.1% | 5,961 |
| HUT 8 CORP | $317.1K | 0.1% | 3,683 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $314.7K | 0.1% | 7,270 |
| ISHARES TR | $283.8K | 0.1% | 11,767 |
| MCDMcDonald's Corp | $268.2K | 0.1% | 1,162 |
| VANGUARD WELLESLEY INCOME FD | $260.2K | 0.1% | 3,449 |
| AVGOBroadcom Inc | $254.3K | 0.1% | 724 |
| BONDBLOXX ETF TRUST | $248K | 0.1% | 4,935 |
| EATON CORP PLC | $242.4K | 0.1% | 564 |
| VOEVanguard Mid-Cap Value ETF | $234.2K | 0.1% | 1,198 |
| DEDeere & Co | $225.6K | 0.1% | 336 |
| VVVanguard Large-Cap ETF | $223.8K | 0.1% | 636 |
| PHYSSprott Physical Gold Trust ETV | $215.5K | 0.1% | 6,890 |
| BRK.BBerkshire Hathaway Inc | $214.1K | 0.1% | 430 |
| VDEVanguard Energy ETF | $210.7K | 0.1% | 1,224 |
Quarter ending 2026-09-30.
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