Meredith Wealth Planning

CIK 0001956471 • 7 13F filings • May 8, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $315.5M62 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.9M	0.6%Prev: 0.6%	7,784 SH	Decreased+236 SH
AMAZON COM INC	COM	$1.4M	0.4%Prev: 0.3%	6,259 SH	Increased+985 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$45.4M	14.4%Prev: 19.3%	615,762 SH	Decreased-294,547 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$241K	0.1%	5,718 SH	New
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$16.0M	5.1%Prev: 4.5%	278,355 SH	Decreased-10,719 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.2M	0.4%Prev: 0.4%	18,144 SH	Decreased-6,363 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$3.2M	1.0%Prev: 1.4%	40,913 SH	Decreased-23,730 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$29.3M	9.3%Prev: 7.7%	329,207 SH	Decreased+11,330 SH
AMERICAN CENTY ETF TR	US EQT ETF	$10.0M	3.2%Prev: 3.4%	91,830 SH	Decreased-19,494 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$58.0M	18.4%Prev: 17.3%	583,079 SH	Decreased-5,368 SH
APPLE INC	COM	$2.6M	0.8%Prev: 0.5%	10,291 SH	Increased+3,110 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$283K	0.1%Prev: 0.1%	563 SH	Increased+97 SH
BROADCOM INC	COM	$252K	0.1%Prev: 0.1%	764 SH	Decreased+64 SH
CATERPILLAR INC	COM	$563K	0.2%Prev: 0.2%	1,180 SH	Decreased+222 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$12.4M	3.9%	290,296 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$3.0M	1.0%Prev: 1.1%	99,646 SH	Decreased-4,687 SH
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$5.2M	1.6%	92,801 SH	New
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$2.8M	0.9%Prev: 0.5%	49,714 SH	Increased+10,309 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$497K	0.2%Prev: 0.1%	10,768 SH	Decreased+16 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$14.4M	4.6%Prev: 5.9%	473,703 SH	Decreased-255,815 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$931K	0.3%Prev: 0.6%	19,400 SH	Decreased-36,127 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$4.8M	1.5%	98,653 SH	New
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$962K	0.3%	18,948 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$922K	0.3%	23,912 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$33.1M	10.5%	876,421 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$474K	0.2%	14,897 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.4M	0.4%Prev: 0.4%	23,690 SH	Decreased-1,487 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$811K	0.3%Prev: 0.2%	25,839 SH	Decreased-637 SH
EA SERIES TRUST	ALPHA ARCHITECT	$512K	0.2%Prev: 1.3%	9,476 SH	Decreased-91,045 SH
EA SERIES TRUST	US QUAN VALUE	$1.1M	0.4%Prev: 0.3%	24,570 SH	Decreased-313 SH
EATON CORP PLC	SHS	$210K	0.1%Prev: 0.1%	561 SH	Decreased
ELI LILLY & CO	COM	$271K	0.1%Prev: 0.1%	355 SH	Decreased+7 SH
HBT FINL INC.	COM	$242K	0.1%Prev: 0.1%	9,594 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$378K	0.1%Prev: 0.1%	5,733 SH	Decreased+601 SH
ISHARES TR	0-3 MNTH TREASRY	$1.5M	0.5%	14,853 SH	New
ISHARES TR	CORE S&P500 ETF	$314K	0.1%Prev: 0.1%	469 SH	Decreased-67 SH
ISHARES TR	IBONDS 27 ETF	$287K	0.1%Prev: 0.1%	11,780 SH	Decreased-344 SH
ISHARES TR	IBONDS DEC25 ETF	$418K	0.1%	16,583 SH	New
ISHARES TR	MSCI INTL MOMENT	$11.2M	3.6%Prev: 1.1%	233,961 SH	Increased+147,106 SH
ISHARES TR	MSCI USA MMENTM	$21.9M	6.9%Prev: 3.1%	85,434 SH	Increased+46,734 SH
ISHARES TR	SP SMCP600VL ETF	$616K	0.2%Prev: 0.2%	5,570 SH	Decreased+49 SH
JPMORGAN CHASE & CO.	COM	$204K	0.1%	648 SH	New
MCDONALDS CORP	COM	$357K	0.1%Prev: 0.1%	1,175 SH	Increased+15 SH
META PLATFORMS INC	CL A	$1.3M	0.4%Prev: 0.2%	1,824 SH	Increased+1 SH
MICROSOFT CORP	COM	$1.2M	0.4%Prev: 0.2%	2,334 SH	Increased-170 SH
NVIDIA CORPORATION	COM	$3.7M	1.2%Prev: 0.9%	20,086 SH	Decreased+1,213 SH
RIOT PLATFORMS INC	COM	$381K	0.1%Prev: 0.1%	20,042 SH	Decreased-55 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$385K	0.1%Prev: 0.1%	13,224 SH	Decreased
SPDR SERIES TRUST	S&P 600 SMCP VAL	$2.7M	0.9%	30,555 SH	New
TESLA INC	COM	$1.4M	0.5%Prev: 0.3%	3,204 SH	Increased+31 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$488K	0.2%Prev: 0.2%	1,496 SH	Decreased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$221K	0.1%Prev: 0.1%	1,266 SH	Decreased+68 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	1.0%Prev: 0.8%	5,129 SH	Decreased+53 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$308K	0.1%Prev: 0.1%	1,477 SH	Decreased+30 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.2M	1.0%Prev: 0.7%	9,724 SH	Increased+1,221 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$548K	0.2%Prev: 0.1%	10,110 SH	Decreased+756 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.7M	0.5%	34,388 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$923K	0.3%Prev: 0.2%	11,542 SH	Increased+1,149 SH
VANGUARD STAR FDS	VG TL INTL STK F	$885K	0.3%Prev: 0.2%	12,045 SH	Decreased+137 SH
VANGUARD WORLD FD	INF TECH ETF	$352K	0.1%Prev: 0.1%	472 SH	Decreased-3,698 SH
WALMART INC	COM	$676K	0.2%Prev: 0.1%	6,557 SH	Increased+2,651 SH
WORLD GOLD TR	SPDR GLD MINIS	$309K	0.1%Prev: 0.1%	4,045 SH	Decreased-152 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $399K
BONDBLOXX ETF TRUST — $306K
COMFORT SYS USA INC — $415K
DEERE & CO — $254K
DIMENSIONAL ETF TRUST — $15.9M
DIMENSIONAL ETF TRUST — $12.4M
DIMENSIONAL ETF TRUST — $8.6M
DIMENSIONAL ETF TRUST — $1.9M
DIMENSIONAL ETF TRUST — $1.1M
DIMENSIONAL ETF TRUST — $49.6M
DIMENSIONAL ETF TRUST — $582K
GLOBAL X FDS — $441K
GLOBAL X FDS — $316K
HUT 8 CORP — $425K
ISHARES TR — $798K
MICRON TECHNOLOGY INC — $1.4M
SEAGATE TECHNOLOGY HLDNGS PL — $533K
SPDR SERIES TRUST — $3.4M
SPROTT ASSET MANAGEMENT LP — $208K
VANGUARD INDEX FDS — $219K
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001956471-26-000004	—	View
Jan 16, 2026	Q4 2025	13F-HR	0001956471-26-000001	$335.9M	View
Oct 21, 2025	Q3 2025