Holders — by stockHoldings — by fund
Meredith Wealth Planning
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001956471
$423.7M
disclosed book value
74
positions
17.3%
largest position share
Positions, as of 2026-06-30
top 74 of 74 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 588,447 | $73.4M | 17.3% |
| 2 | AVGVAMERICAN CENTY ETF TR | 613,056 | $52.1M | 12.3% |
| 3 | DUHPDIMENSIONAL ETF TRUST | 1.2M | $49.6M | 11.7% |
| 4 | AVDVAMERICAN CENTY ETF TR | 317,877 | $32.8M | 7.7% |
| 5 | AVGEAMERICAN CENTY ETF TR | 297,253 | $29.5M | 7% |
| 6 | DIHPDIMENSIONAL ETF TRUST | 729,518 | $24.9M | 5.9% |
| 7 | AVESAMERICAN CENTY ETF TR | 289,074 | $19.0M | 4.5% |
| 8 | DFCFDIMENSIONAL ETF TRUST | 376,067 | $15.9M | 3.7% |
| 9 | AVUSAMERICAN CENTY ETF TR | 111,324 | $14.3M | 3.4% |
| 10 | MTUMISHARES TR | 38,700 | $13.3M | 3.1% |
| 11 | DFGPDIMENSIONAL ETF TRUST | 228,393 | $12.4M | 2.9% |
| 12 | DFSDDIMENSIONAL ETF TRUST | 180,461 | $8.6M | 2% |
| 13 | AVDEAMERICAN CENTY ETF TR | 64,643 | $5.8M | 1.4% |
| 14 | IMTMISHARES TR | 86,855 | $4.6M | 1.1% |
| 15 | DEHPDIMENSIONAL ETF TRUST | 104,333 | $4.5M | 1.1% |
| 16 | AAEQEA SERIES TRUST | 80,965 | $4.3M | 1% |
| 17 | NVDANVIDIA CORPORATION | 18,873 | $3.8M | 0.9% |
| 18 | VOOVANGUARD INDEX FDS | 5,076 | $3.5M | 0.8% |
| 19 | SLYVSPDR SERIES TRUST | 31,354 | $3.4M | 0.8% |
| 20 | VTIVANGUARD INDEX FDS | 8,503 | $3.1M | 0.7% |
| 21 | GOOGLALPHABET INC | 7,548 | $2.7M | 0.6% |
| 22 | DFNMDIMENSIONAL ETF TRUST | 55,527 | $2.7M | 0.6% |
| 23 | VBILVANGUARD INSTL INDEX FD | 32,003 | $2.4M | 0.6% |
| 24 | DGCBDIMENSIONAL ETF TRUST | 39,405 | $2.2M | 0.5% |
| 25 | AAPLAPPLE INC | 7,181 | $2.1M | 0.5% |
| 26 | DUSBDIMENSIONAL ETF TRUST | 37,778 | $1.9M | 0.5% |
| 27 | AVIVAMERICAN CENTY ETF TR | 24,507 | $1.9M | 0.4% |
| 28 | DFATDIMENSIONAL ETF TRUST | 25,177 | $1.8M | 0.4% |
| 29 | MUMICRON TECHNOLOGY INC | 1,253 | $1.4M | 0.3% |
| 30 | QVALEA SERIES TRUST | 24,883 | $1.4M | 0.3% |
| 31 | TSLATESLA INC | 3,173 | $1.3M | 0.3% |
| 32 | AMZNAMAZON COM INC | 5,274 | $1.3M | 0.3% |
| 33 | AAUAEA SERIES TRUST | 19,556 | $1.1M | 0.3% |
| 34 | DFACDIMENSIONAL ETF TRUST | 24,348 | $1.1M | 0.3% |
| 35 | METAMETA PLATFORMS INC | 1,823 | $1.0M | 0.2% |
| 36 | CATCATERPILLAR INC | 958 | $1.0M | 0.2% |
| 37 | VXUSVANGUARD STAR FDS | 11,908 | $1.0M | 0.2% |
| 38 | SMHVANECK ETF TRUST | 1,496 | $981,211 | 0.2% |
| 39 | DFAXDIMENSIONAL ETF TRUST | 26,476 | $975,388 | 0.2% |
| 40 | MSFTMICROSOFT CORP | 2,504 | $933,916 | 0.2% |
| 41 | VCSHVANGUARD SCOTTSDALE FDS | 10,393 | $821,348 | 0.2% |
| 42 | SGOVISHARES TR | 7,929 | $798,217 | 0.2% |
| 43 | IJSISHARES TR | 5,521 | $754,624 | 0.2% |
| 44 | DFSVDIMENSIONAL ETF TRUST | 15,002 | $581,911 | 0.1% |
| 45 | DFIVDIMENSIONAL ETF TRUST | 10,752 | $580,805 | 0.1% |
| 46 | VWOVANGUARD INTL EQUITY INDEX F | 9,354 | $558,320 | 0.1% |
| 47 | RIOTRIOT PLATFORMS INC | 20,097 | $550,256 | 0.1% |
| 48 | SEAGATE TECHNOLOGY HLDNGS PL | 552 | $532,541 | 0.1% |
| 49 | VGTVANGUARD WORLD FD | 4,170 | $498,372 | 0.1% |
| 50 | SCHVSCHWAB STRATEGIC TR | 13,224 | $460,327 | 0.1% |
| 51 | WMTWALMART INC | 3,906 | $442,416 | 0.1% |
| 52 | MLPXGLOBAL X FDS | 5,985 | $440,855 | 0.1% |
| 53 | HUTHUT 8 CORP | 3,683 | $425,184 | 0.1% |
| 54 | IEMGISHARES INC | 5,132 | $425,148 | 0.1% |
| 55 | LLYELI LILLY & CO | 348 | $417,636 | 0.1% |
| 56 | FIXCOMFORT SYS USA INC | 209 | $414,545 | 0.1% |
| 57 | IVVISHARES TR | 536 | $401,738 | 0.1% |
| 58 | AVEMAMERICAN CENTY ETF TR | 4,140 | $399,473 | 0.1% |
| 59 | VBRVANGUARD INDEX FDS | 1,447 | $351,607 | 0.1% |
| 60 | GLDMWORLD GOLD TR | 4,197 | $333,326 | 0.1% |
| 61 | MLPAGLOBAL X FDS | 5,961 | $316,410 | 0.1% |
| 62 | MCDMCDONALDS CORP | 1,160 | $313,591 | 0.1% |
| 63 | HBTHBT FINL INC. | 9,594 | $306,912 | 0.1% |
| 64 | XHLFBONDBLOXX ETF TRUST | 6,081 | $305,854 | 0.1% |
| 65 | IBDSISHARES TR | 12,124 | $293,647 | 0.1% |
| 66 | AVGOBROADCOM INC | 700 | $264,431 | 0.1% |
| 67 | DEDEERE & CO | 401 | $254,130 | 0.1% |
| 68 | VBCAVANGUARD WELLESLEY INCOME FD | 3,300 | $249,695 | 0.1% |
| 69 | EATON CORP PLC | 561 | $239,053 | 0.1% |
| 70 | VOEVANGUARD INDEX FDS | 1,198 | $236,725 | 0.1% |
| 71 | BRK/BBERKSHIRE HATHAWAY INC DEL | 466 | $233,182 | 0.1% |
| 72 | VVVANGUARD INDEX FDS | 636 | $218,727 | 0.1% |
| 73 | VFMOVANGUARD WELLINGTON FD | 845 | $210,721 | 0% |
| 74 | PHYSSPROTT ASSET MANAGEMENT LP | 6,890 | $207,871 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.