Meredith Wealth Planning Portfolio Holdings

Meredith Wealth Planning

$275 Billion
Q2 2025

Meredith Wealth Planning has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $51.5B, Dimensional ETF Tr Dimensional with a value of $29.3B, American Centy ETF Tr with a value of $27.5B, American Centy ETF Tr Avantis with a value of $26.2B, and Ishares Msci Usa Momentum Fact with a value of $20.9B.

Examining the 13F form we can see an increase of $48.7B in the current position value, from $227B to 275B.

Meredith Wealth Planning is based out at Maryville, IL

Below you can find more details about Meredith Wealth Planning portfolio as well as his latest detailed transactions.

Portfolio value $275 Billion

ETFs: $216 Billion

Technology: $4.44 Billion

Communication Services: $2.83 Billion

Consumer Cyclical: $1.62 Billion

Industrials: $862 Million

Consumer Defensive: $641 Million

Financial Services: $510 Million

Healthcare: $281 Million

Other: $0

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AVUV American Centy ETF Tr Avantis ETFs	$0	$51.5 Billion 18.71% of portfolio	565,599	Q2 2025 Added 17.95%
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$29.3 Billion 10.65% of portfolio	824,568	Q2 2025 Added 8.41%
AVDV American Centy ETF Tr Avantis ETFs	$0	$26.2 Billion 9.52% of portfolio	330,653	Q2 2025 Added 8.23%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$20.9 Billion 7.61% of portfolio	87,151	Q2 2025 Added 4.98%
AVES American Centy ETF Tr Avantis ETFs	$0	$14.5 Billion 5.28% of portfolio	271,441	Q2 2025 Added 14.89%
DIHP Dimensional ETF Tr Dimensional ETFs	$0	$12.8 Billion 4.66% of portfolio	435,299	Q2 2025 Added 2.55%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$11.2 Billion 4.08% of portfolio	266,053	Q2 2025 Added 10.7%
IMTM Ishares Msci Intl Momentum Fac ETFs	$0	$10.9 Billion 3.95% of portfolio	237,925	Q2 2025 Added 3.95%
AVUS American Centy ETF Tr Avantis ETFs	$0	$8.33 Billion 3.03% of portfolio	82,657	Q2 2025 Added 23.04%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$3.07 Billion 1.11% of portfolio	63,855	Q2 2025 Added 5.18%
VTI Vanguard Total Stock Market Et ETFs	$0	$3.01 Billion 1.09% of portfolio	9,911	Q2 2025 Added 9.14%
AVDE American Centy ETF Tr Avantis ETFs	$0	$2.69 Billion 0.98% of portfolio	36,404	Q2 2025 Added 16.48%
DEHP Dimensional ETF Tr Emerging Mk ETFs	$0	$2.68 Billion 0.97% of portfolio	95,802	Q2 2025 Added 8.31%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.63 Billion 0.95% of portfolio	4,629	Q2 2025 Reduced 0.34%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$2.42 Billion 0.88% of portfolio	30,396	Q2 2025 Added 21.64%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$1.62 Billion 0.59% of portfolio	33,096	Q2 2025 Reduced 20.88%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$1.51 Billion 0.55% of portfolio	15,021	Q2 2025 Reduced 22.25%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$1.28 Billion 0.47% of portfolio	23,753	Q2 2025 Added 20.0%
QVAL Ea Ser Tr Alpha Architect U S ETFs	$0	$1.22 Billion 0.44% of portfolio	27,811	Q2 2025 Added 0.44%
AVIV American Centy ETF Tr Avantis	$0	$1.13 Billion 0.41% of portfolio	18,151	Q2 2025 Reduced 11.56%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$929 Million 0.34% of portfolio	11,689	Q2 2025 Reduced 27.22%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$845 Million 0.31% of portfolio	23,580	Q2 2025 New
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$832 Million 0.3% of portfolio	12,039	Q2 2025 Added 2.67%
DFAX Dimensional ETF Tr	$0	$748 Million 0.27% of portfolio	25,478	Q2 2025 New
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$555 Million 0.2% of portfolio	5,580	Q2 2025 Added 0.27%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$527 Million 0.19% of portfolio	10,646	Q2 2025 Added 1.63%
DFIV Dimensional ETF Tr ETFs	$0	$461 Million 0.17% of portfolio	10,768	Q2 2025 New
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$436 Million 0.16% of portfolio	14,831	Q2 2025 New
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$420 Million 0.15% of portfolio	1,505	Q2 2025 Added 0.6%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$413 Million 0.15% of portfolio	16,409	Q2 2025 Added 1.03%
DFNM Dimensional ETF Tr Natl Mun Bd ETFs	$0	$369 Million 0.13% of portfolio	7,775	Q2 2025 Added 19.8%
IEMG Ishares Inc ETFs	$0	$350 Million 0.13% of portfolio	5,837	Q2 2025 Added 1.21%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$366 Million 0.13% of portfolio	13,224	Q2 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$290 Million 0.11% of portfolio	468	Q2 2025 Added 0.43%
VGT Vanguard Information Technolog ETFs	$0	$313 Million 0.11% of portfolio	471	Q1 2025 Added 0.21%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$283 Million 0.1% of portfolio	11,653	Q2 2025 Reduced 2.38%
VBR Vanguard Small Cap Value ETF ETFs	$0	$288 Million 0.1% of portfolio	1,477	Q2 2025 New
AVIG American Centy ETF Tr Avantis ETFs	$0	$235 Million 0.09% of portfolio	5,657	Q2 2025 Added 1.14%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$208 Million 0.08% of portfolio	1,266	Q2 2025 New

Summary

Portfolio
No. of Stocks 60
Current Value $275 Billion
Prior Value $227 Billion
Filing
Period Q2 2025
Filing Date July 16, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 11 stocks
Additional Purchases 39 stocks
Sold out of 0 stocks
Reduced holdings in 7 stocks

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Meredith Wealth Planning Portfolio Holdings