Meredith Wealth Planning — 13F Holdings

2026 Q2  ·  76 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Meredith Wealth Planning maintained a portfolio of 76 distinct positions. The most significant new addition was HUT 8 CORP, now representing 0.10% of the total fund value. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 14.7%.
Position History hover any row below to update
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Meredith Wealth Planning Indianapolis, IN RIA AUM $424M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
76
Quarter
2026 Q2
Top Holding
AVUV (17.3%)
Top 10 Concentration
76.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 76
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AVUV
AMERICAN CENTY ...
ETF 17.33% 17.72% #1
Prev: #1
6.5
—
-3,519 -0.6%
P
S
588,447 $73,414,710 2022 Q4 13F Filing 2026-06-30 2026-07-24
AVGV
AMERICAN CENTY ...
Bond/Debt 12.30% 11.23% #2 1
Prev: #3
7.5
—
78,479 14.7%
P
S
613,056 $52,122,029 2023 Q3 13F Filing 2026-06-30 2026-07-24
DUHP
DIMENSIONAL ETF...
ETF 11.71% 11.95% #3 1
Prev: #2
5.5
—
-10,356 -0.9%
P
S
1,189,266 $49,628,078 2022 Q4 13F Filing 2026-06-30 2026-07-24
AVDV
AMERICAN CENTY ...
Bond/Debt 7.73% 8.48% #4
Prev: #4
4.1
—
4,322 1.4%
P
S
317,877 $32,757,261 2022 Q4 13F Filing 2026-06-30 2026-07-24
AVGE
AMERICAN CENTY ...
Bond/Debt 6.95% 6.64% #5
Prev: #5
5.3
—
18,652 6.7%
P
S
297,253 $29,457,745 2023 Q1 13F Filing 2026-06-30 2026-07-24
DIHP
DIMENSIONAL ETF...
Bond/Debt 5.88% 6.32% #6
Prev: #6
2.9
—
6,019 0.8%
P
S
729,518 $24,894,803 2022 Q4 13F Filing 2026-06-30 2026-07-24
AVES
AMERICAN CENTY ...
ETF 4.48% 4.64% #7
Prev: #7
2.3
—
3,266 1.1%
P
S
289,074 $18,963,274 2022 Q4 13F Filing 2026-06-30 2026-07-24
DFCF
DIMENSIONAL ETF...
ETF 3.75% 4.01% #8
Prev: #8
3.5
—
25,289 7.2%
P
S
376,067 $15,873,796 2022 Q4 13F Filing 2026-06-30 2026-07-24
AVUS
AMERICAN CENTY ...
ETF 3.37% 3.31% #9
Prev: #9
1.8
—
1,325 1.2%
P
S
111,324 $14,258,439 2023 Q1 13F Filing 2026-06-30 2026-07-24
MTUM
ISHARES TR
Bond/Debt 3.13% 2.51% #10 1
Prev: #11
1.8
—
25 0.1%
P
S
38,700 $13,267,353 2022 Q4 13F Filing 2026-06-30 2026-07-24
DFGP
DIMENSIONAL ETF...
ETF 2.94% 2.89% #11 1
Prev: #10
3.2
—
30,534 15.4%
P
S
228,393 $12,438,288 2024 Q1 13F Filing 2026-06-30 2026-07-24
DFSD
DIMENSIONAL ETF...
ETF 2.03% 2.08% #12
Prev: #12
2.8
—
20,169 12.6%
P
S
180,461 $8,616,999 2023 Q1 13F Filing 2026-06-30 2026-07-24
AVDE
AMERICAN CENTY ...
Bond/Debt 1.36% 1.49% #13
Prev: #13
1.0
—
-254 -0.4%
P
S
64,643 $5,766,173 2022 Q4 13F Filing 2026-06-30 2026-07-24
IMTM
ISHARES TR
Bond/Debt 1.09% 1.13% #14
Prev: #14
0.9
—
376 0.4%
P
S
86,855 $4,631,997 2022 Q4 13F Filing 2026-06-30 2026-07-24
DEHP
DIMENSIONAL ETF...
ETF 1.05% 0.96% #15 1
Prev: #16
0.9
—
-765 -0.7%
P
S
104,333 $4,462,311 2023 Q4 13F Filing 2026-06-30 2026-07-24
AAEQ
EA SERIES TRUST
Unknown 1.02% 1.02% #16 1
Prev: #15
0.9
—
-307 -0.4%
P
S
80,965 $4,306,284 2025 Q4 13F Filing 2026-06-30 2026-07-24
NVDA
NVIDIA CORPORAT...
Technology 0.89% 0.88% #17
Prev: #17
0.9
—
175 0.9%
P
S
18,873 $3,776,368 2023 Q2 13F Filing 2026-06-30 2026-07-24
VOO
VANGUARD INDEX ...
ETF 0.82% 0.84% #18
Prev: #18
0.8
—
-141 -2.7%
P
S
5,076 $3,486,505 2022 Q4 13F Filing 2026-06-30 2026-07-24
SLYV
SPDR SERIES TRU...
Unknown 0.81% 0.80% #19 1
Prev: #20
0.8
—
268 0.9%
P
S
31,354 $3,421,064 2022 Q4 13F Filing 2026-06-30 2026-07-24
VTI
VANGUARD INDEX ...
ETF 0.74% 0.84% #20 1
Prev: #19
0.8
—
-1,194 -12.3%
P
S
8,503 $3,146,338 2022 Q4 13F Filing 2026-06-30 2026-07-24
GOOGL
ALPHABET INC
Communication Services 0.64% 0.57% #21 2
Prev: #23
0.8
—
195 2.7%
P
S
7,548 $2,697,607 2022 Q4 13F Filing 2026-06-30 2026-07-24
DFNM
DIMENSIONAL ETF...
ETF 0.63% 0.64% #22 1
Prev: #21
2.3
—
6,311 12.8%
P
S
55,527 $2,683,880 2024 Q2 13F Filing 2026-06-30 2026-07-24
VBIL
VANGUARD INSTL ...
ETF 0.57% 0.17% #23 19
Prev: #42
3.2
—
23,570 279.5%
P
S
32,003 $2,421,983 2026 Q1 13F Filing 2026-06-30 2026-07-24
DGCB
DIMENSIONAL ETF...
ETF 0.51% 0.63% #24 2
Prev: #22
0.7
—
-3,446 -8.0%
P
S
39,405 $2,154,289 2024 Q3 13F Filing 2026-06-30 2026-07-24
AAPL
APPLE INC
Technology 0.49% 0.47% #25
Prev: #25
0.7
—
283 4.1%
P
S
7,181 $2,077,865 2022 Q4 13F Filing 2026-06-30 2026-07-24
DUSB
DIMENSIONAL ETF...
ETF 0.45% 0.50% #26 2
Prev: #24
0.7
—
1,476 4.1%
P
S
37,778 $1,918,387 2024 Q1 13F Filing 2026-06-30 2026-07-24
AVIV
AMERICAN CENTY ...
Bond/Debt 0.45% 0.37% #27 1
Prev: #28
2.7
—
6,135 33.4%
P
S
24,507 $1,897,307 2023 Q4 13F Filing 2026-06-30 2026-07-24
DFAT
DIMENSIONAL ETF...
ETF 0.42% 0.43% #28 1
Prev: #27
0.7
—
2 0.0%
P
S
25,177 $1,759,851 2022 Q4 13F Filing 2026-06-30 2026-07-24
MU
MICRON TECHNOLO...
Technology 0.34% 0.12% #29 20
Prev: #49
0.6
—
-7 -0.6%
P
S
1,253 $1,446,657 2025 Q4 13F Filing 2026-06-30 2026-07-24
QVAL
EA SERIES TRUST
ETF 0.33% 0.35% #30 1
Prev: #29
0.6
—
43 0.2%
P
S
24,883 $1,379,785 2022 Q4 13F Filing 2026-06-30 2026-07-24
TSLA
TESLA INC
Consumer Cyclical 0.31% 0.32% #31 1
Prev: #30
0.6
—
-45 -1.4%
P
S
3,173 $1,334,564 2025 Q3 13F Filing 2026-06-30 2026-07-24
AMZN
AMAZON COM INC
Consumer Cyclical 0.30% 0.29% #32
Prev: #32
0.6
—
133 2.6%
P
S
5,274 $1,257,042 2022 Q4 13F Filing 2026-06-30 2026-07-24
N/A
EA SERIES TRUST
Unknown 0.26% 0.26% #33
Prev: #33
1.1
—
no change no change
P
S
19,556 $1,113,204 — 13F Filing 2026-06-30 2026-07-24
DFAC
DIMENSIONAL ETF...
ETF 0.25% 0.26% #34
Prev: #34
0.6
—
42 0.2%
P
S
24,348 $1,080,099 2025 Q2 13F Filing 2026-06-30 2026-07-24
META
META PLATFORMS ...
Communication Services 0.24% 0.31% #35 4
Prev: #31
0.6
—
-175 -8.8%
P
S
1,823 $1,027,019 2022 Q4 13F Filing 2026-06-30 2026-07-24
CAT
CATERPILLAR INC
Industrials 0.24% 0.19% #36 4
Prev: #40
0.6
—
-22 -2.2%
P
S
958 $1,020,204 2022 Q4 13F Filing 2026-06-30 2026-07-24
VXUS
VANGUARD STAR F...
Bond/Debt 0.24% 0.25% #37 1
Prev: #36
0.6
—
16 0.1%
P
S
11,908 $1,018,042 2024 Q2 13F Filing 2026-06-30 2026-07-24
SMH
VANECK ETF TRUS...
ETF 0.23% 0.16% #38 5
Prev: #43
1.1
—
no change no change
P
S
1,496 $981,211 2024 Q4 13F Filing 2026-06-30 2026-07-24
DFAX
DIMENSIONAL ETF...
ETF 0.23% 0.24% #39 2
Prev: #37
0.6
—
281 1.1%
P
S
26,476 $975,388 2025 Q2 13F Filing 2026-06-30 2026-07-24
MSFT
MICROSOFT CORP
Technology 0.22% 0.26% #40 5
Prev: #35
0.6
—
-46 -1.8%
P
S
2,504 $933,916 2022 Q4 13F Filing 2026-06-30 2026-07-24
VCSH
VANGUARD SCOTTS...
ETF 0.19% 0.23% #41 3
Prev: #38
0.6
—
-170 -1.6%
P
S
10,393 $821,348 2022 Q4 13F Filing 2026-06-30 2026-07-24
SGOV
ISHARES TR
ETF 0.19% 0.21% #42 3
Prev: #39
0.6
—
69 0.9%
P
S
7,929 $798,217 2025 Q1 13F Filing 2026-06-30 2026-07-24
IJS
ISHARES TR
ETF 0.18% 0.18% #43 2
Prev: #41
0.6
—
-70 -1.3%
P
S
5,521 $754,624 2022 Q4 13F Filing 2026-06-30 2026-07-24
DFSV
DIMENSIONAL ETF...
ETF 0.14% 0.14% #44 1
Prev: #45
0.6
—
52 0.3%
P
S
15,002 $581,911 2025 Q2 13F Filing 2026-06-30 2026-07-24
DFIV
DIMENSIONAL ETF...
Bond/Debt 0.14% 0.15% #45 1
Prev: #44
1.1
—
no change no change
P
S
10,752 $580,805 2025 Q2 13F Filing 2026-06-30 2026-07-24
VWO
VANGUARD INTL E...
ETF 0.13% 0.14% #46 1
Prev: #47
0.6
—
-14 -0.1%
P
S
9,354 $558,320 2022 Q4 13F Filing 2026-06-30 2026-07-24
RIOT
RIOT PLATFORMS ...
Financial Services 0.13% 0.08% #47 13
Prev: #60
0.6
—
-4,445 -18.1%
P
S
20,097 $550,256 2025 Q2 13F Filing 2026-06-30 2026-07-24
STX
SEAGATE TECHNOL...
Technology 0.13% 0.06% #48 19
Prev: #67
1.1
—
no change no change
P
S
552 $532,541 2026 Q1 13F Filing 2026-06-30 2026-07-24
VGT
VANGUARD WORLD ...
ETF 0.12% 0.10% #49 5
Prev: #54
3.0
—
3,649 700.4%
P
S
4,170 $498,372 2024 Q3 13F Filing 2026-06-30 2026-07-24
SCHV
SCHWAB STRATEGI...
ETF 0.11% 0.11% #50
Prev: #50
1.0
—
no change no change
P
S
13,224 $460,327 2025 Q2 13F Filing 2026-06-30 2026-07-24
Showing 1-50 of 76 holdings

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