Meredith Wealth Planning Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$335.9B
Holdings
62
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 583,567 | $59.5B | 17.72% | |
| 2 | AVGVAMERICAN CENTY ETF TR | 460,263 | $33.7B | 10.03% | |
| 3 | DUHPDIMENSIONAL ETF TRUST | 876,182 | $33.3B | 9.92% | |
| 4 | AVDVAMERICAN CENTY ETF TR | 322,363 | $30.3B | 9.02% | |
| 5 | MTUMISHARES TR | 85,048 | $21.3B | 6.34% | |
| 6 | AVGEAMERICAN CENTY ETF TR | 232,703 | $20.0B | 5.95% | |
| 7 | AVESAMERICAN CENTY ETF TR | 280,157 | $16.3B | 4.86% | |
| 8 | DIHPDIMENSIONAL ETF TRUST | 489,427 | $15.5B | 4.61% | |
| 9 | DFCFDIMENSIONAL ETF TRUST | 301,384 | $12.8B | 3.82% | |
| 10 | IMTMISHARES TR | 238,317 | $11.4B | 3.40% | |
| 11 | AVUSAMERICAN CENTY ETF TR | 89,620 | $10.0B | 2.98% | |
| 12 | DFGPDIMENSIONAL ETF TRUST | 132,039 | $7.1B | 2.13% | |
| 13 | DFSDDIMENSIONAL ETF TRUST | 128,611 | $6.2B | 1.84% | |
| 14 | AAEQEA SERIES TRUST | 81,272 | $4.0B | 1.19% | |
| 15 | NVDANVIDIA CORPORATION | 20,239 | $3.8B | 1.12% | |
| 16 | DEHPDIMENSIONAL ETF TRUST | 103,516 | $3.3B | 0.99% | |
| 17 | AVDEAMERICAN CENTY ETF TR | 39,759 | $3.3B | 0.97% | |
| 18 | VOOVANGUARD INDEX FDS | 5,199 | $3.3B | 0.97% | |
| 19 | VTIVANGUARD INDEX FDS | 9,696 | $3.3B | 0.97% | |
| 20 | SLYVSPDR SERIES TRUST | 30,430 | $2.8B | 0.82% | |
| 21 | AAPLAPPLE INC | 9,483 | $2.6B | 0.77% | |
| 22 | DGCBDIMENSIONAL ETF TRUST | 46,796 | $2.5B | 0.76% | |
| 23 | GOOGLALPHABET INC | 7,661 | $2.4B | 0.71% | |
| 24 | DFNMDIMENSIONAL ETF TRUST | 43,449 | $2.1B | 0.62% | |
| 25 | VTEBVANGUARD MUN BD FDS | 33,798 | $1.7B | 0.51% | |
| 26 | TSLATESLA INC | 3,173 | $1.4B | 0.42% | |
| 27 | DFATDIMENSIONAL ETF TRUST | 23,942 | $1.4B | 0.42% | |
| 28 | AVIVAMERICAN CENTY ETF TR | 18,351 | $1.3B | 0.39% | |
| 29 | METAMETA PLATFORMS INC | 1,839 | $1.2B | 0.36% | |
| 30 | QVALEA SERIES TRUST | 24,820 | $1.2B | 0.36% | |
| 31 | AMZNAMAZON COM INC | 5,215 | $1.2B | 0.36% | |
| 32 | MSFTMICROSOFT CORP | 2,371 | $1.1B | 0.34% | |
| 33 | DFACDIMENSIONAL ETF TRUST | 24,255 | $960.0M | 0.29% | |
| 34 | DUSBDIMENSIONAL ETF TRUST | 18,892 | $956.0M | 0.28% | |
| 35 | VCSHVANGUARD SCOTTSDALE FDS | 11,785 | $939.0M | 0.28% | |
| 36 | VXUSVANGUARD STAR FDS | 11,913 | $898.0M | 0.27% | |
| 37 | DFAXDIMENSIONAL ETF TRUST | 26,149 | $855.0M | 0.25% | |
| 38 | SGOVISHARES TR | 7,815 | $784.0M | 0.23% | |
| 39 | IJSISHARES TR | 5,635 | $640.0M | 0.19% | |
| 40 | WMTWALMART INC | 5,580 | $621.0M | 0.18% | |
| 41 | CATCATERPILLAR INC | 980 | $561.0M | 0.17% | |
| 42 | SMHVANECK ETF TRUST | 1,496 | $538.0M | 0.16% | |
| 43 | DFIVDIMENSIONAL ETF TRUST | 10,768 | $537.0M | 0.16% | |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 9,592 | $515.0M | 0.15% | |
| 45 | DFSVDIMENSIONAL ETF TRUST | 15,081 | $496.0M | 0.15% | |
| 46 | VGTVANGUARD WORLD FD | 520 | $392.0M | 0.12% | |
| 47 | SCHVSCHWAB STRATEGIC TR | 13,224 | $391.0M | 0.12% | |
| 48 | IEMGISHARES INC | 5,707 | $383.0M | 0.11% | |
| 49 | LLYELI LILLY & CO | 356 | $382.0M | 0.11% | |
| 50 | GLDMWORLD GOLD TR | 4,197 | $358.0M | 0.11% | |
| 51 | MCDMCDONALDS CORP | 1,161 | $354.0M | 0.11% | |
| 52 | IVVISHARES TR | 469 | $321.0M | 0.10% | |
| 53 | RIOTRIOT PLATFORMS INC | 24,542 | $310.0M | 0.09% | |
| 54 | VBRVANGUARD INDEX FDS | 1,447 | $306.0M | 0.09% | |
| 55 | AVGOBROADCOM INC | 877 | $303.0M | 0.09% | |
| 56 | IBDSISHARES TR | 11,952 | $290.0M | 0.09% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 512 | $257.0M | 0.08% | |
| 58 | HBTHBT FINL INC. | 9,594 | $248.0M | 0.07% | |
| 59 | AVIGAMERICAN CENTY ETF TR | 5,802 | $243.0M | 0.07% | |
| 60 | VOEVANGUARD INDEX FDS | 1,198 | $212.0M | 0.06% | |
| 61 | MUMICRON TECHNOLOGY INC | 735 | $209.0M | 0.06% | |
| 62 | VVVANGUARD INDEX FDS | 636 | $200.0M | 0.06% |