Meredith Wealth Planning
CIK 0001956471 · MARYVILLE, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$423.7M
2026 Q2
Positions
74
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AVUV
AMERICAN CENTY ETF TR
17.3%
AVGV
AMERICAN CENTY ETF TR
12.3%
DUHP
DIMENSIONAL ETF TRUST
11.7%
AVDV
AMERICAN CENTY ETF TR
7.7%
AVGE
AMERICAN CENTY ETF TR
7.0%
DIHP
DIMENSIONAL ETF TRUST
5.9%
AVES
AMERICAN CENTY ETF TR
4.5%
DFCF
DIMENSIONAL ETF TRUST
3.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.