Meredith Wealth Planning Top Holdings and 13F Report (2025) About Meredith Wealth PlanningInvestment ActivityMeredith Wealth Planning has $275.40 million in total holdings as of June 30, 2025.Meredith Wealth Planning owns shares of 60 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 11.26% of the portfolio was purchased this quarter.About 0.67% of the portfolio was sold this quarter.This quarter, Meredith Wealth Planning has purchased 51 new stocks and bought additional shares in 39 stocks.Meredith Wealth Planning sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $51,526,029Dimensional US High Profitability ETF $29,321,647Avantis All Equity Markets Value ETF $27,549,782Avantis International Small Cap Value ETF $26,214,201iShares MSCI USA Momentum Factor ETF $20,944,027 Largest New Holdings this Quarter 25434V708 - Dimensional U.S. Core Equity 2 ETF $845,119 Holding25434V880 - Dimensional World ex U.S. Core Equity 2 ETF $748,301 Holding25434V807 - Dimensional International Value ETF $461,172 Holding25434V815 - Dimensional US Small Cap Value ETF $436,480 Holding808524409 - Schwab U.S. Large-Cap Value ETF $365,908 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 86,086 shares (about $7.84M)Avantis All Equity Markets ETF 45,659 shares (about $3.54M)Dimensional US High Profitability ETF 63,942 shares (about $2.27M)Avantis International Small Cap Value ETF 25,135 shares (about $1.99M)Avantis Emerging Markets Value ETF 35,187 shares (about $1.88M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 4,299 shares (about $432.87K)Vanguard Tax-Exempt Bond ETF 8,733 shares (about $428.18K)Vanguard Short-Term Corporate Bond ETF 4,371 shares (about $347.49K)Avantis International Large Cap Value ETF 2,372 shares (about $147.62K)Vanguard S&P 500 ETF 16 shares (about $9.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeredith Wealth Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$51,526,029$7,842,429 ▲18.0%565,59918.7%ETFDUHPDimensional US High Profitability ETF$29,321,647$2,273,778 ▲8.4%824,56810.6%ETFAVGVAvantis All Equity Markets Value ETF$27,549,782$1,762,055 ▲6.8%422,34910.0%ETFAVDVAvantis International Small Cap Value ETF$26,214,201$1,992,705 ▲8.2%330,6539.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$20,944,027$994,199 ▲5.0%87,1517.6%ETFAVESAvantis Emerging Markets Value ETF$14,534,317$1,884,089 ▲14.9%271,4415.3%ETFDIHPDimensional International High Profitability ETF$12,836,971$319,288 ▲2.6%435,2994.7%ETFAVGEAvantis All Equity Markets ETF$11,380,224$3,537,647 ▲45.1%146,8804.1%ETFDFCFDimensional Core Fixed Income ETF$11,243,386$1,086,419 ▲10.7%266,0534.1%ETFIMTMiShares MSCI Intl Momentum Factor ETF$10,870,796$413,129 ▲4.0%237,9253.9%ETFAVUSAvantis U.S. Equity ETF$8,333,518$1,560,600 ▲23.0%82,6573.0%ETFDIMENSIONAL ETF TRUST$3,894,423$393,529 ▲11.2%71,4701.4%GLOBAL CORE PLUSDFSDDimensional Short-Duration Fixed Income ETF$3,065,693$150,896 ▲5.2%63,8551.1%ETFVTIVanguard Total Stock Market ETF$3,012,106$252,250 ▲9.1%9,9111.1%ETFAVDEAvantis International Equity ETF$2,694,275$381,228 ▲16.5%36,4041.0%ETFDEHPDimensional Emerging Markets High Profitability ETF$2,682,465$205,913 ▲8.3%95,8021.0%ETFVOOVanguard S&P 500 ETF$2,629,429$9,089 ▼-0.3%4,6291.0%ETFSLYVSPDR S&P 600 Small Cap Value ETF$2,424,353$431,336 ▲21.6%30,3960.9%ETFDIMENSIONAL ETF TRUST$2,099,786$216,161 ▲11.5%38,7200.8%GLOBAL CR ETFAAPLApple$2,008,223$6,360 ▲0.3%9,7880.7%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,622,714$428,184 ▼-20.9%33,0960.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,512,485$432,872 ▼-22.3%15,0210.5%ETFGOOGLAlphabet$1,447,445$1,057 ▲0.1%8,2130.5%Computer and TechnologyMETAMeta Platforms$1,383,675$5,904 ▲0.4%1,8750.5%Computer and TechnologyDIMENSIONAL ETF TRUST$1,309,043$325,002 ▲33.0%25,7940.5%ULTRASHORT FIXEDAMZNAmazon.com$1,285,406$24,133 ▲1.9%5,8590.5%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$1,281,702$213,626 ▲20.0%23,7530.5%ETFQVALAlpha Architect U.S. Quantitative Value ETF$1,223,959$5,413 ▲0.4%27,8110.4%ETFMSFTMicrosoft$1,198,334$4,974 ▲0.4%2,4090.4%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$1,129,637$147,623 ▼-11.6%18,1510.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$929,271$347,493 ▼-27.2%11,6890.3%ETFDFACDimensional U.S. Core Equity 2 ETF$845,119$845,119 ▲New Holding23,5800.3%ETFVXUSVanguard Total International Stock ETF$831,747$21,624 ▲2.7%12,0390.3%ETFNVDANVIDIA$783,041$19,750 ▲2.6%4,9560.3%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$748,301$748,301 ▲New Holding25,4780.3%ETFWMTWalmart$641,143$384,177 ▲149.5%6,5570.2%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$555,111$1,492 ▲0.3%5,5800.2%ETFVWOVanguard FTSE Emerging Markets ETF$526,575$8,458 ▲1.6%10,6460.2%ETFDFIVDimensional International Value ETF$461,172$461,172 ▲New Holding10,7680.2%ETFCATCaterpillar$458,0990.0%1,1800.2%IndustrialsDFSVDimensional US Small Cap Value ETF$436,480$436,480 ▲New Holding14,8310.2%ETFSMHVanEck Semiconductor ETF$419,714$2,510 ▲0.6%1,5050.2%ManufacturingIBDQiShares iBonds Dec 2025 Term Corporate ETF$413,189$4,230 ▲1.0%16,4090.2%ETFDFNMDimensional National Municipal Bond ETF$368,787$60,951 ▲19.8%7,7750.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$365,908$365,908 ▲New Holding13,2240.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$350,396$4,202 ▲1.2%5,8370.1%ETFMCDMcDonald's$337,657$292 ▲0.1%1,1560.1%Retail/WholesaleVGTVanguard Information Technology ETF$312,5170.0%4710.1%ETFIVViShares Core S&P 500 ETF$290,324$1,241 ▲0.4%4680.1%ETFVBRVanguard Small-Cap Value ETF$288,030$288,030 ▲New Holding1,4770.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$282,818$6,893 ▼-2.4%11,6530.1%ETFLLYEli Lilly and Company$280,982$2,342 ▼-0.8%3600.1%MedicalBRK.BBerkshire Hathaway$267,659$11,658 ▲4.6%5510.1%FinanceHBTHBT Financial$241,8650.0%9,5940.1%FinanceAVIGAvantis Core Fixed Income ETF$235,438$2,664 ▲1.1%5,6570.1%ETFRIOTRiot Platforms$226,475$226,475 ▲New Holding20,0420.1%FinanceAVGOBroadcom$225,757$225,757 ▲New Holding8190.1%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$208,206$208,206 ▲New Holding1,2660.1%ETFDEDeere & Company$203,158$203,158 ▲New Holding4000.1%IndustrialsETNEaton$200,271$200,271 ▲New Holding5610.1%IndustrialsUNHUnitedHealth Group$0$258,004 ▼-100.0%00.0%MedicalBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$219,915 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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