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: $369.1M68 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$2.1M	0.6%Prev: 0.6%	7,353 SH	Increased-854 SH
AMAZON COM INC	COM	$1.1M	0.3%Prev: 0.5%	5,141 SH	Decreased-608 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$66.0M	17.9%Prev: 13.8%	813,178 SH	Increased+316,621 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$367K	0.1%	4,555 SH	New
AMERICAN CENTY ETF TR	EMERGING MKT VAL	$17.1M	4.6%Prev: 4.9%	285,808 SH	Increased+49,554 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.4M	0.4%Prev: 0.5%	18,372 SH	Increased-2,151 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$5.5M	1.5%Prev: 0.9%	64,897 SH	Increased+33,644 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$31.3M	8.5%Prev: 9.4%	313,555 SH	Increased+8,037 SH
AMERICAN CENTY ETF TR	US EQT ETF	$12.2M	3.3%Prev: 2.7%	109,999 SH	Increased+42,821 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$65.4M	17.7%Prev: 18.4%	591,966 SH	Increased+112,453 SH
APPLE INC	COM	$1.8M	0.5%Prev: 1.0%	6,898 SH	Decreased-2,859 SH
BROADCOM INC	COM	$259K	0.1%	836 SH	New
CATERPILLAR INC	COM	$694K	0.2%Prev: 0.2%	980 SH	Increased-200 SH
COMFORT SYS USA INC	COM	$201K	0.1%	146 SH	New
DEERE & CO	COM	$226K	0.1%	400 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$14.8M	4.0%Prev: 4.5%	350,778 SH	Increased+110,433 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$3.6M	1.0%Prev: 1.0%	105,098 SH	Increased+16,650 SH
DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$10.7M	2.9%Prev: 1.5%	197,859 SH	Increased+133,611 SH
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$2.3M	0.6%Prev: 0.8%	42,851 SH	Increased+8,117 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$567K	0.2%	10,752 SH	New
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$23.3M	6.3%Prev: 5.0%	723,499 SH	Increased+299,027 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$2.4M	0.6%Prev: 0.1%	49,216 SH	Increased+42,726 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.7M	2.1%Prev: 1.3%	160,292 SH	Increased+99,580 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$1.8M	0.5%Prev: 0.4%	36,302 SH	Increased+16,912 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$945K	0.3%	24,306 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$44.1M	11.9%Prev: 11.1%	1,199,622 SH	Increased+438,996 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$524K	0.1%	14,950 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.6M	0.4%Prev: 0.4%	25,175 SH	Increased+5,381 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$890K	0.2%	26,195 SH	New
EA SERIES TRUST	ALPHA ARCHITECT	$4.7M	1.3%	100,828 SH	New
EA SERIES TRUST	US QUAN VALUE	$1.3M	0.4%Prev: 0.5%	24,840 SH	Increased-2,848 SH
EATON CORP PLC	SHS	$201K	0.1%	561 SH	New
ELI LILLY & CO	COM	$327K	0.1%Prev: 0.1%	355 SH	Increased-8 SH
GLOBAL X FDS	GLB X MLP ENRG I	$443K	0.1%	5,985 SH	New
GLOBAL X FDS	GLBL X MLP ETF	$321K	0.1%	5,961 SH	New
HBT FINL INC.	COM	$256K	0.1%Prev: 0.1%	9,594 SH	Increased
ISHARES INC	CORE MSCI EMKT	$390K	0.1%Prev: 0.1%	5,593 SH	Increased-174 SH
ISHARES TR	0-3 MNTH TREASRY	$791K	0.2%Prev: 0.9%	7,860 SH	Decreased-11,460 SH
ISHARES TR	CORE S&P500 ETF	$307K	0.1%Prev: 0.1%	470 SH	Increased+4 SH
ISHARES TR	IBONDS 27 ETF	$291K	0.1%Prev: 0.1%	11,996 SH	Increased+59 SH
ISHARES TR	MSCI INTL MOMENT	$4.2M	1.1%Prev: 4.0%	86,479 SH	Decreased-142,404 SH
ISHARES TR	MSCI USA MMENTM	$9.3M	2.5%Prev: 7.4%	38,675 SH	Decreased-44,339 SH
ISHARES TR	SP SMCP600VL ETF	$662K	0.2%Prev: 0.2%	5,591 SH	Increased+26 SH
MCDONALDS CORP	COM	$360K	0.1%Prev: 0.2%	1,159 SH	Decreased+4 SH
META PLATFORMS INC	CL A	$1.1M	0.3%Prev: 0.5%	1,998 SH	Increased+131 SH
MICRON TECHNOLOGY INC	COM	$426K	0.1%	1,260 SH	New
MICROSOFT CORP	COM	$944K	0.3%Prev: 0.4%	2,550 SH	Increased+151 SH
NVIDIA CORPORATION	COM	$3.3M	0.9%Prev: 0.2%	18,698 SH	Increased+13,867 SH
RIOT PLATFORMS INC	COM	$303K	0.1%	24,542 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$403K	0.1%	13,224 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$216K	0.1%	552 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.9M	0.8%	31,086 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$244K	0.1%	6,890 SH	New
TESLA INC	COM	$1.2M	0.3%	3,218 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$574K	0.2%Prev: 0.1%	1,496 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$221K	0.1%	1,198 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	0.8%Prev: 1.1%	5,217 SH	Increased+572 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$314K	0.1%	1,447 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	0.8%Prev: 1.1%	9,697 SH	Increased+616 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$638K	0.2%	8,433 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$506K	0.1%Prev: 0.2%	9,368 SH	Increased-1,107 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.7M	0.5%Prev: 0.9%	34,948 SH	Decreased-6,881 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$837K	0.2%Prev: 0.6%	10,563 SH	Decreased-5,497 SH
VANGUARD STAR FDS	VG TL INTL STK F	$917K	0.2%Prev: 0.3%	11,892 SH	Increased+166 SH
VANGUARD WORLD FD	ENERGY ETF	$212K	0.1%	1,224 SH	New
VANGUARD WORLD FD	INF TECH ETF	$363K	0.1%Prev: 0.1%	521 SH	Increased+50 SH
WALMART INC	COM	$517K	0.1%Prev: 0.1%	4,158 SH	Increased+1,530 SH
WORLD GOLD TR	SPDR GLD MINIS	$389K	0.1%	4,197 SH	New

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $232K
BERKSHIRE HATHAWAY INC DEL — $281K
ISHARES TR — $408K
SPDR SER TR — $220K
SPDR SER TR — $2.0M
UNITEDHEALTH GROUP INC — $258K

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