Meredith Wealth Planning
CIK: 0001956471SEC EDGAR →
Portfolio Value
$335.9M
Holdings
62
As of
Q4 2025
New Positions
62
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 583,567 | $59.5M | 17.72% |
| 2 | AMERICAN CENTY ETF TR | 460,263 | $33.7M | 10.03% |
| 3 | DIMENSIONAL ETF TRUST | 876,182 | $33.3M | 9.92% |
| 4 | AMERICAN CENTY ETF TR | 322,363 | $30.3M | 9.02% |
| 5 | ISHARES TR | 85,048 | $21.3M | 6.34% |
| 6 | AMERICAN CENTY ETF TR | 232,703 | $20.0M | 5.95% |
| 7 | AMERICAN CENTY ETF TR | 280,157 | $16.3M | 4.86% |
| 8 | DIMENSIONAL ETF TRUST | 489,427 | $15.5M | 4.61% |
| 9 | DIMENSIONAL ETF TRUST | 301,384 | $12.8M | 3.82% |
| 10 | ISHARES TR | 238,317 | $11.4M | 3.40% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (62)
$59.5M · 584K shares
$33.7M · 460K shares
$33.3M · 876K shares
$30.3M · 322K shares
$21.3M · 85K shares
$20.0M · 233K shares
$16.3M · 280K shares
$15.5M · 489K shares
$12.8M · 301K shares
$11.4M · 238K shares
$10.0M · 90K shares
$7.1M · 132K shares
$6.2M · 129K shares
$4.0M · 81K shares
$3.8M · 20K shares
$3.3M · 104K shares
$3.3M · 40K shares
$3.3M · 5K shares
$3.3M · 10K shares
$2.8M · 30K shares
$2.6M · 9K shares
$2.5M · 47K shares
$2.4M · 8K shares
$2.1M · 43K shares
$1.7M · 34K shares
$1.4M · 3K shares
$1.4M · 24K shares
$1.3M · 18K shares
$1.2M · 2K shares
$1.2M · 25K shares
$1.2M · 5K shares
$1.1M · 2K shares
$960K · 24K shares
$956K · 19K shares
$939K · 12K shares
$898K · 12K shares
$855K · 26K shares
$784K · 8K shares
$640K · 6K shares
$621K · 6K shares
$561K · 980 shares
$538K · 1K shares
$537K · 11K shares
$515K · 10K shares
$496K · 15K shares
$392K · 520 shares
$391K · 13K shares
$383K · 6K shares
$382K · 356 shares
$358K · 4K shares
$354K · 1K shares
$321K · 469 shares
$310K · 25K shares
$306K · 1K shares
$303K · 877 shares
$290K · 12K shares
$257K · 512 shares
$248K · 10K shares
$243K · 6K shares
$212K · 1K shares
$209K · 735 shares
$200K · 636 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $319.1M | 95.0% |
| Technology | 6 | $8.4M | 2.5% |
| Communication Services | 2 | $3.6M | 1.1% |
| Consumer Cyclical | 3 | $3.0M | 0.9% |
| Consumer Defensive | 1 | $621K | 0.2% |
| Industrials | 1 | $561K | 0.2% |
| Healthcare | 1 | $382K | 0.1% |
| Unknown | 1 | $257K | 0.1% |