Meredith Wealth Planning
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Meredith Wealth Planning reported 51 stock positions worth $224.4 million. Its top holding was Avantis US Small Cap Value (AVUV) at 20.2% of the portfolio, followed by Dimensional US High Profi Et (DUHP, 10.9%) and Avantis All Eq MKTS Val ETF (AVGV, 10.4%). Compared with Q3 2024, it opened 5 new positions, added to 36 and reduced 7. The biggest buy was Avantis All Eqty Mrkts ETF (AVGE, shares +58%) and the biggest sale iShares MSCI USA Momentum Fa (MTUM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MARYVILLE, IL
- CIK
- 0001956471
- Portfolio Value
- $224.4M (Q4 2024)
- SEC Filing
- 0001956471-25-000001 ↗ filed Jan 31, 2025
Holdings Value
Holdings 51 stocks · $224.4M
| AVUV Avantis US Small Cap Value | 20.23% | 470,222 | $45.4M | Add +2.8% |
| DUHP Dimensional US High Profi Et | 10.95% | 726,739 | $24.6M | Add +5.7% |
| AVGV Avantis All Eq MKTS Val ETF | 10.40% | 382,534 | $23.3M | Add +9.5% |
| AVDV Avantis Intl S/C Value ETF | 8.75% | 301,613 | $19.6M | Add +6.8% |
| MTUM iShares MSCI USA Momentum Fa | 7.85% | 85,063 | $17.6M | Reduce -0.2% |
| AVES Avantis Emerging Markets Val | 4.72% | 229,444 | $10.6M | Add +5.5% |
| DIHP Dimensional International Hi | 4.58% | 407,495 | $10.3M | Add +12.5% |
| DFCF Dimensional Core Fixed Inc. | 4.26% | 231,404 | $9.6M | Add +11.1% |
| IMTM iShares MSCI Intl Momentum F | 3.85% | 230,933 | $8.6M | Add +4.9% |
| AVUS Avantis U.S. Equity ETF | 2.91% | 67,306 | $6.5M | Reduce -0.2% |
| AVGE Avantis All Eqty Mrkts ETF | 2.67% | 82,919 | $6.0M | Add +58.0% |
| DFGP Dimensional GLBL Core PL Fix | 1.51% | 63,989 | $3.4M | Add +25.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.21% | 9,363 | $2.7M | Add +138.7% |
| DFSD Dimensional Short Duration | 1.17% | 55,785 | $2.6M | Add +15.6% |
| VOO Vanguard S&P 500 ETF | 1.12% | 4,680 | $2.5M | Add +288.1% |
| AAPL Apple Inc. | 1.12% | 10,069 | $2.5M | Add +9.7% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.95% | 86,519 | $2.1M | Add +15.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.95% | 24,449 | $2.1M | Add +2.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.85% | 37,933 | $1.9M | Reduce -5.0% |
| AVDE Avantis International Equity | 0.81% | 29,777 | $1.8M | Add +1.8% |
| DGCB Dimensional Global Credit | 0.76% | 32,614 | $1.7M | Add +181.6% |
| GOOGL Alphabet Inc. Class A | 0.69% | 8,211 | $1.6M | Add +3.3% |
| DUSB Dimension Ultrashort Fi ETF | 0.61% | 26,896 | $1.4M | Add +76.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.59% | 16,955 | $1.3M | Reduce -11.1% |
| AMZN Amazon.com Inc. | 0.57% | 5,880 | $1.3M | Add +30.8% |
| QVAL Alpha Arch US QNT Value ETF | 0.55% | 27,615 | $1.2M | Add +1.0% |
| DFAT Dimensional US Target Value | 0.49% | 19,808 | $1.1M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.49% | 1,873 | $1.1M | Add +0.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.47% | 20,117 | $1.0M | Add +1.1% |
| MSFT Microsoft Corp. | 0.46% | 2,463 | $1.0M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.35% | 5,908 | $793K | Add +13.4% |
| VXUS Vanguard Total Intl Stock | 0.31% | 11,720 | $691K | Add +210.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.27% | 5,606 | $609K | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 11,618 | $512K | Add +1.5% |
| AGS Playags Inc. | 0.20% | 38,100 | $439K | Reduce -11.2% |
| CAT Caterpillar Inc. | 0.19% | 1,180 | $428K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.18% | 16,134 | $404K | New |
| SMH Vaneck Semiconductor ETF | 0.16% | 1,496 | $362K | New |
| MCD McDonald's Corp. | 0.15% | 1,197 | $347K | Add +3.9% |
| IEMG iShares Core MSCI Emerging | 0.13% | 5,767 | $301K | Add +1.3% |
| DFNM Dimensional National Muni BD | 0.13% | 6,240 | $298K | Add +0.9% |
| AVGO Broadcom Inc. | 0.13% | 1,279 | $297K | Add +2.3% |
| VGT Vanguard Info Tech ETF | 0.13% | 470 | $292K | Add +19.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.13% | 11,974 | $287K | Add +1.5% |
| LLY Eli Lilly & Co. | 0.12% | 363 | $280K | No change |
| IVV iShares Core S&P 500 ETF | 0.12% | 465 | $274K | Add +15.4% |
| WMT Walmart Inc. | 0.11% | 2,628 | $237K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 512 | $232K | New |
| DOCU Docusign Inc. | 0.10% | 2,565 | $231K | New |
| AVIG Avantis Core Fixed Income | 0.10% | 5,579 | $226K | Add +1.6% |
| HBT HBT Financial Inc. | 0.09% | 9,594 | $210K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| MTUM iShares MSCI USA Momentum Fa | Reduce -0.2% | 7.85% | −0.40 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.2% | 2.91% | −0.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.1% | 0.59% | −0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.0% | 0.85% | −0.13 |
| MSFT Microsoft Corp. | Reduce -1.6% | 0.46% | −0.05 |
| AGS Playags Inc. | Reduce -11.2% | 0.20% | −0.04 |
| DFAT Dimensional US Target Value | Reduce -0.1% | 0.49% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGE Avantis All Eqty Mrkts ETF | Add +58.0% | 2.67% | +0.82 |
| VOO Vanguard S&P 500 ETF | Add +288.1% | 1.12% | +0.82 |
| VTI VG Morningstar TS MKT ETF-US | Add +138.7% | 1.21% | +0.68 |
| DGCB Dimensional Global Credit | Add +181.6% | 0.76% | +0.46 |
| DUSB Dimension Ultrashort Fi ETF | Add +76.8% | 0.61% | +0.24 |
| VXUS Vanguard Total Intl Stock | Add +210.7% | 0.31% | +0.19 |
| IBDQ iShares Ibonds Dec 2025 Term | New | 0.18% | +0.18 |
| AMZN Amazon.com Inc. | Add +30.8% | 0.57% | +0.18 |
| DFGP Dimensional GLBL Core PL Fix | Add +25.4% | 1.51% | +0.16 |
| SMH Vaneck Semiconductor ETF | New | 0.16% | +0.16 |
| WMT Walmart Inc. | New | 0.11% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.10% | +0.10 |
| DOCU Docusign Inc. | New | 0.10% | +0.10 |
| AAPL Apple Inc. | Add +9.7% | 1.12% | +0.10 |
| DFSD Dimensional Short Duration | Add +15.6% | 1.17% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +3.3% | 0.69% | +0.06 |
| NVDA Nvidia Corp. | Add +13.4% | 0.35% | +0.05 |
| AVGO Broadcom Inc. | Add +2.3% | 0.13% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +19.6% | 0.13% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +15.4% | 0.12% | +0.01 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +15.7% | 0.95% | −0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +1.5% | 0.13% | −0.01 |
| DFNM Dimensional National Muni BD | Add +0.9% | 0.13% | −0.01 |
| AVIG Avantis Core Fixed Income | Add +1.6% | 0.10% | −0.01 |
| MCD McDonald's Corp. | Add +3.9% | 0.15% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.3% | 0.27% | −0.02 |
| META Meta Platforms Inc. Class A | Add +0.8% | 0.49% | −0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.3% | 0.13% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +1.5% | 0.23% | −0.03 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +2.6% | 0.95% | −0.04 |
| DFCF Dimensional Core Fixed Inc. | Add +11.1% | 4.26% | −0.04 |
| QVAL Alpha Arch US QNT Value ETF | Add +1.0% | 0.55% | −0.05 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +1.1% | 0.47% | −0.07 |
| AVGV Avantis All Eq MKTS Val ETF | Add +9.5% | 10.40% | −0.07 |
| AVDE Avantis International Equity | Add +1.8% | 0.81% | −0.12 |
| DIHP Dimensional International Hi | Add +12.5% | 4.58% | −0.21 |
| DUHP Dimensional US High Profi Et | Add +5.7% | 10.95% | −0.24 |
| IMTM iShares MSCI Intl Momentum F | Add +4.9% | 3.85% | −0.39 |
| AVES Avantis Emerging Markets Val | Add +5.5% | 4.72% | −0.69 |
| AVUV Avantis US Small Cap Value | Add +2.8% | 20.23% | −0.71 |
| AVDV Avantis Intl S/C Value ETF | Add +6.8% | 8.75% | −0.78 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 74 | $423.7M | AVUV, AVGV, DUHP, AVDV, AVGE |
| Q1 2026 | 70 | $369.1M | AVUV, DUHP, AVGV, AVDV, AVGE |
| Q4 2025 | 62 | $335.9M | AVUV, AVGV, DUHP, AVDV, MTUM |
| Q3 2025 | 63 | $315.5M | AVUV, DUHP, AVGV, AVDV, MTUM |
| Q2 2025 | 60 | $275.4M | AVUV, DUHP, AVGV, AVDV, MTUM |
| Q1 2025 | 51 | $226.7M | AVUV, DUHP, AVGV, AVDV, MTUM |
| Q4 2024 | 51 | $224.4M | AVUV, DUHP, AVGV, AVDV, MTUM |
| Q3 2024 | 46 | $209.5M | AVUV, DUHP, AVGV, AVDV, MTUM |
| Q2 2024 | 44 | $190.9M | AVUV, DUHP, AVGV, AVDV, MTUM |
| Q1 2024 | 41 | $179.2M | AVUV, DUHP, AVDV, AVGV, MTUM |