Institutions / Meredith Wealth Planning
Meredith Wealth Planning
CIK 1956471 · Institution · as of Dec 31, 2025
Portfolio value
$335.89M
Positions
62
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 62 →
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $59.51M | 17.7% |
| American Centy ETF Tr | $33.68M | 10.0% |
| Dimensional ETF Trust | $33.32M | 9.9% |
| American Centy ETF Tr | $30.29M | 9.0% |
| iShares MSCI UAE ETF | $21.29M | 6.3% |
| American Centy ETF Tr | $19.99M | 6.0% |
| American Century ETF Trust | $16.34M | 4.9% |
| Dimensional ETF Trust | $15.50M | 4.6% |
| Dimensional ETF Trust | $12.83M | 3.8% |
| iShares Tr | $11.43M | 3.4% |
| American Centy ETF Tr | $10.02M | 3.0% |
| Dimensional ETF Trust | $7.14M | 2.1% |
| Dimensional ETF Trust | $6.17M | 1.8% |
| Ea Series Trust | $4.01M | 1.2% |
| NVIDIA Corp | $3.77M | 1.1% |
| Dimensional ETF Trust | $3.34M | 1.0% |
| American Centy ETF Tr | $3.27M | 1.0% |
| Vanguard Index Fds | $3.26M | 1.0% |
| Vanguard Index Fds | $3.25M | 1.0% |
| SPDR Series Trust | $2.77M | 0.8% |
| Apple Inc. | $2.58M | 0.8% |
| Dimensional ETF Trust | $2.54M | 0.8% |
| Alphabet Inc. | $2.40M | 0.7% |
| Dimensional ETF Trust | $2.09M | 0.6% |
| Vanguard Mun Bd Fds | $1.70M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.