Meredith Wealth Planning
CIK 1956471
13F filing for Q2 2026・No. 4,335
- Holdings
- US$423.71M
- Quarter change
- +US$54.59M
- Entries
- 74
- Net bought (estimate)
- +US$13.91M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 2
- Cut 22
- Added 33
- Corporate actions 0
- Unchanged 13
Largest holdings
74 stocks worth US$423.71M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 588,447 | US$73.41M | 17.33% |
| AMERICAN CENTY ETF TRAVANTIS ALL EQT | Added | 613,056 | US$52.12M | 12.30% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Cut | 1,189,266 | US$49.63M | 11.71% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 317,877 | US$32.76M | 7.73% |
| AMERICAN CENTY ETF TRAVANTIS ALL EQT | Added | 297,253 | US$29.46M | 6.95% |
| DIMENSIONAL ETF TRUSTINTL HIGH PROFIT | Added | 729,518 | US$24.89M | 5.88% |
| AMERICAN CENTY ETF TREMERGING MKT VAL | Added | 289,074 | US$18.96M | 4.48% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 376,067 | US$15.87M | 3.75% |
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 111,324 | US$14.26M | 3.37% |
| ISHARES TRMSCI USA MMENTM | Added | 38,700 | US$13.27M | 3.13% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.