2026 Q3 Portfolio Activity
In 2026 Q3, Meredith Wealth Planning maintained a portfolio of 85 distinct positions. The most significant new addition was VANGUARD SCOTTSDALE FDS, now representing 6.79% of the total fund value. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 10.8%. Conversely, Meredith Wealth Planning completely exited their position in DIMENSIONAL ETF TRUST.
Position History
hover any row below to update
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Total Positions
85
Quarter
2026 Q3
Top Holding
AVUV (17.3%)
Top 10 Concentration
75.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 85
Meredith Wealth Planning Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVUV
AMERICAN CENTY ...
|
ETF | 17.26% | 17.33% |
#1
Prev: #1
|
6.5 |
—
|
-1,341 | -0.2% |
P
S
|
587,106 | $69,143,478 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVGV
AMERICAN CENTY ...
|
Bond/Debt | 14.31% | 12.30% |
#2
Prev: #2
|
7.5 |
—
|
66,378 | 10.8% |
P
S
|
679,434 | $57,317,088 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 8.57% | 7.73% |
#3
1
Prev: #4
|
4.9 |
—
|
-3,842 | -1.2% |
P
S
|
314,035 | $34,349,171 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVGE
AMERICAN CENTY ...
|
Bond/Debt | 7.55% | 6.95% |
#4
1
Prev: #5
|
4.0 |
—
|
10,436 | 3.5% |
P
S
|
307,689 | $30,258,146 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 6.79% | — |
#5
Prev: #—
|
6.7 |
—
|
480,186 | — |
NEW
|
480,186 | $27,207,365 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 6.04% | 5.88% |
#6
Prev: #6
|
2.9 |
—
|
-10,963 | -1.5% |
P
S
|
718,555 | $24,208,130 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 4.72% | 4.48% |
#7
Prev: #7
|
2.4 |
—
|
1,213 | 0.4% |
P
S
|
290,287 | $18,906,382 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 4.05% | 2.94% |
#8
3
Prev: #11
|
4.1 |
—
|
84,416 | 37.0% |
P
S
|
312,809 | $16,242,938 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 3.56% | 3.37% |
#9
Prev: #9
|
1.9 |
—
|
-120 | -0.1% |
P
S
|
111,204 | $14,244,183 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 3.02% | 3.13% |
#10
Prev: #10
|
1.7 |
—
|
-521 | -1.3% |
P
S
|
38,179 | $12,115,697 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 2.78% | — |
#11
Prev: #—
|
4.6 |
—
|
193,683 | — |
NEW
|
193,683 | $11,148,419 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 2.05% | 2.03% |
#12
Prev: #12
|
1.3 |
—
|
-3,698 | -2.0% |
P
S
|
176,763 | $8,214,523 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.52% | 1.36% |
#13
Prev: #13
|
1.1 |
—
|
2,921 | 4.5% |
P
S
|
67,564 | $6,088,236 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IMTM
ISHARES TR
|
Bond/Debt | 1.14% | 1.09% |
#14
Prev: #14
|
1.0 |
—
|
-166 | -0.2% |
P
S
|
86,689 | $4,562,451 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.02% | 0.89% |
#15
2
Prev: #17
|
0.9 |
—
|
-926 | -4.9% |
P
S
|
17,947 | $4,098,709 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DEHP
DIMENSIONAL ETF...
|
ETF | 0.98% | 1.05% |
#16
1
Prev: #15
|
0.9 |
—
|
-8,830 | -8.5% |
P
S
|
95,503 | $3,929,011 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.78% | 0.81% |
#17
2
Prev: #19
|
0.8 |
—
|
-694 | -2.2% |
P
S
|
30,660 | $3,131,915 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 0.77% | 3.75% |
#18
10
Prev: #8
|
0.3 |
—
|
-298,955 | -79.5% |
P
S
|
77,112 | $3,093,731 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.64% | 0.64% |
#19
2
Prev: #21
|
0.8 |
—
|
-104 | -1.4% |
P
S
|
7,444 | $2,561,183 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 0.63% | 0.57% |
#20
3
Prev: #23
|
0.8 |
—
|
1,395 | 4.4% |
P
S
|
33,398 | $2,528,910 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.63% | 0.63% |
#21
1
Prev: #22
|
0.8 |
—
|
-758 | -1.4% |
P
S
|
54,769 | $2,521,008 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AAEQ
EA SERIES TRUST
|
Unknown | 0.61% | 1.02% |
#22
6
Prev: #16
|
0.2 |
—
|
-36,497 | -45.1% |
P
S
|
44,468 | $2,439,909 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.61% | 0.49% |
#23
2
Prev: #25
|
0.7 |
—
|
136 | 1.9% |
P
S
|
7,317 | $2,436,668 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 0.53% | 0.45% |
#24
2
Prev: #26
|
2.2 |
—
|
4,445 | 11.8% |
P
S
|
42,223 | $2,131,830 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 0.49% | 0.45% |
#25
2
Prev: #27
|
0.7 |
—
|
81 | 0.3% |
P
S
|
24,588 | $1,957,918 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.42% | 0.42% |
#26
2
Prev: #28
|
0.7 |
—
|
47 | 0.2% |
P
S
|
25,224 | $1,675,862 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
QVAL
EA SERIES TRUST
|
ETF | 0.36% | 0.33% |
#27
3
Prev: #30
|
0.6 |
—
|
90 | 0.4% |
P
S
|
24,973 | $1,457,431 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.36% | 0.34% |
#28
1
Prev: #29
|
2.1 |
—
|
104 | 8.3% |
P
S
|
1,357 | $1,445,290 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
KMLM
KRANESHARES TRU...
|
Bond/Debt | 0.36% | — |
#29
Prev: #—
|
3.6 |
—
|
46,384 | — |
NEW
|
46,384 | $1,442,090 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.34% | 0.74% |
#30
10
Prev: #20
|
0.1 |
—
|
-4,822 | -56.7% |
P
S
|
3,681 | $1,377,572 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DGCB
DIMENSIONAL ETF...
|
ETF | 0.32% | 0.51% |
#31
7
Prev: #24
|
0.1 |
—
|
-14,641 | -37.2% |
P
S
|
24,764 | $1,285,436 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.32% | 0.22% |
#32
8
Prev: #40
|
0.6 |
—
|
-33 | -1.3% |
P
S
|
2,471 | $1,267,612 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.32% | 0.24% |
#33
2
Prev: #35
|
0.6 |
—
|
-82 | -4.5% |
P
S
|
1,741 | $1,262,250 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.31% | 0.30% |
#34
2
Prev: #32
|
0.6 |
—
|
-285 | -5.4% |
P
S
|
4,989 | $1,243,009 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.30% | — |
#35
Prev: #—
|
3.6 |
—
|
36,956 | — |
NEW
|
36,956 | $1,202,182 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.29% | 0.31% |
#36
5
Prev: #31
|
0.6 |
—
|
123 | 3.9% |
P
S
|
3,296 | $1,169,454 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
N/A
EA SERIES TRUST
|
|
Unknown | 0.29% | 0.26% |
#37
4
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
19,556 | $1,149,375 | — | 13F Filing | 2026-09-30 | 2026-10-14 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.28% | 0.82% |
#38
20
Prev: #18
|
0.1 |
—
|
-3,503 | -69.0% |
P
S
|
1,573 | $1,102,586 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.27% | 0.25% |
#39
5
Prev: #34
|
0.6 |
—
|
48 | 0.2% |
P
S
|
24,396 | $1,084,413 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.25% | 0.23% |
#40
1
Prev: #39
|
0.6 |
—
|
157 | 0.6% |
P
S
|
26,633 | $985,966 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.23% | 0.23% |
#41
3
Prev: #38
|
0.6 |
—
|
-11 | -0.7% |
P
S
|
1,485 | $904,146 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SGOV
ISHARES TR
|
ETF | 0.20% | 0.19% |
#42
Prev: #42
|
0.6 |
—
|
66 | 0.8% |
P
S
|
7,995 | $804,892 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.19% | 0.24% |
#43
7
Prev: #36
|
0.6 |
—
|
1 | 0.1% |
P
S
|
959 | $777,570 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.19% | — |
#44
Prev: #—
|
3.6 |
—
|
15,115 | — |
NEW
|
15,115 | $758,924 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IJS
ISHARES TR
|
ETF | 0.17% | 0.18% |
#45
2
Prev: #43
|
0.6 |
—
|
-53 | -1.0% |
P
S
|
5,468 | $700,465 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.16% | 0.14% |
#46
1
Prev: #45
|
2.1 |
—
|
870 | 8.1% |
P
S
|
11,622 | $649,191 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.15% | — |
#47
Prev: #—
|
3.6 |
—
|
8,069 | — |
NEW
|
8,069 | $608,322 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.14% | 0.13% |
#48
2
Prev: #46
|
0.6 |
—
|
28 | 0.3% |
P
S
|
9,382 | $556,423 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.14% | 0.24% |
#49
12
Prev: #37
|
0.1 |
—
|
-5,387 | -45.2% |
P
S
|
6,521 | $554,063 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
N/A
EA SERIES TRUST
|
|
Unknown | 0.13% | — |
#50
Prev: #—
|
3.6 |
—
|
10,445 | — |
NEW
|
10,445 | $535,516 | — | 13F Filing | 2026-09-30 | 2026-10-14 |
Showing 1-50 of 85 holdings