Latest Meredith Wealth Planning Stock Portfolio
Meredith Wealth Planning Performance:
2026 Q1: 1.9%YTD: 1.9%2025: 16.24%
Performance for 2026 Q1 is 1.9%, and YTD is 1.9%, and 2025 is 16.24%.
About Meredith Wealth Planning and 13F Hedge Fund Stock Holdings
On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meredith Wealth Planning reported an equity portfolio of $369.1 Millions as of 31 Mar, 2026.
The top stock holdings of Meredith Wealth Planning are AEMB, DFAC, AEMB. The fund has invested 17.7% of it's portfolio in AMERICAN CENTY ETF TR and 11.9% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, AMERICAN CENTY ETF TR (AEMB) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), ISHARES TR (IBCE) and APPLE INC (AAPL). Meredith Wealth Planning opened new stock positions in EA SERIES TRUST, GLOBAL X FDS (AGNG) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), MICRON TECHNOLOGY INC (MU) and AMERICAN CENTY ETF TR (AEMB).
The top stock holdings of Meredith Wealth Planning are AEMB, DFAC, AEMB. The fund has invested 17.7% of it's portfolio in AMERICAN CENTY ETF TR and 11.9% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, AMERICAN CENTY ETF TR (AEMB) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), ISHARES TR (IBCE) and APPLE INC (AAPL). Meredith Wealth Planning opened new stock positions in EA SERIES TRUST, GLOBAL X FDS (AGNG) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), MICRON TECHNOLOGY INC (MU) and AMERICAN CENTY ETF TR (AEMB).
Meredith Wealth Planning Annual Return Estimates Vs S&P 500
Our best estimate is that Meredith Wealth Planning made a return of 1.9% in the last quarter. In trailing 12 months, it's portfolio return was 20.52%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ea series trust | 957,103 |
| vanguard instl index fd | 637,989 |
| global x fds | 442,531 |
| american centy etf tr | 367,028 |
| global x fds | 321,119 |
| sprott asset management lp | 244,182 |
| deere & co | 225,531 |
| seagate technology hldngs pl | 216,195 |
New stocks bought by Meredith Wealth Planning
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 92.16 |
| micron technology inc | 71.43 |
| american centy etf tr | 63.23 |
| dimensional etf trust | 49.85 |
| dimensional etf trust | 47.83 |
| dimensional etf trust | 36.91 |
| dimensional etf trust | 24.63 |
| american centy etf tr | 22.74 |
Additions to existing portfolio by Meredith Wealth Planning
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -63.71 |
| ishares tr | -54.53 |
| apple inc | -27.26 |
| walmart inc | -25.48 |
| vanguard scottsdale fds | -10.37 |
| dimensional etf trust | -8.43 |
| nvidia corporation | -7.61 |
| broadcom inc | -4.68 |
Meredith Wealth Planning reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| american centy etf tr | -243,254 |
| vanguard index fds | -200,213 |
| berkshire hathaway inc del | -257,357 |
Meredith Wealth Planning got rid off the above stocks
Sector Distribution
Meredith Wealth Planning has about 95.8% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 95.8 |
| Technology | 1.9 |
Market Cap. Distribution
Meredith Wealth Planning has about 3.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.8 |
| MEGA-CAP | 3.8 |
Stocks belong to which Index?
About 4% of the stocks held by Meredith Wealth Planning either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 95.8 |
| S&P 500 | 4 |
Meredith Wealth Planning Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Meredith Wealth Planning
Meredith Wealth Planning has 69 stocks in it's portfolio. About 77.2% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Meredith Wealth Planning last quarter.
Last Reported on: 27 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.47 | 6,898 | 1,750,610 | reduced | -27.26 | ||
| ACWF | ishares tr | 1.12 | 86,479 | 4,152,720 | reduced | -63.71 | ||
| AEMB | american centy etf tr | 17.72 | 591,966 | 65,394,500 | added | 1.44 | ||
| AEMB | american centy etf tr | 11.23 | 534,577 | 41,451,100 | added | 16.15 | ||
| AEMB | american centy etf tr | 8.48 | 313,555 | 31,311,600 | reduced | -2.73 | ||
| AEMB | american centy etf tr | 6.64 | 278,601 | 24,522,500 | added | 19.72 | ||
| AEMB | american centy etf tr | 4.64 | 285,808 | 17,142,800 | added | 2.02 | ||
| AEMB | american centy etf tr | 3.31 | 109,999 | 12,229,700 | added | 22.74 | ||
| AEMB | american centy etf tr | 1.49 | 64,897 | 5,505,850 | added | 63.23 | ||
| AEMB | american centy etf tr | 0.37 | 18,372 | 1,374,780 | added | 0.11 | ||
| AEMB | american centy etf tr | 0.10 | 4,555 | 367,028 | new | |||
| AEMB | american centy etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.16 | 1,496 | 573,566 | unchanged | 0.00 | ||
| AGNG | global x fds | 0.12 | 5,985 | 442,531 | new | |||
| AGNG | global x fds | 0.09 | 5,961 | 321,119 | new | |||
| AMZN | amazon com inc | 0.29 | 5,141 | 1,070,750 | reduced | -1.42 | ||
| AVGO | broadcom inc | 0.07 | 836 | 258,755 | reduced | -4.68 | ||
| BGRN | ishares tr | 0.08 | 11,996 | 290,780 | added | 0.37 | ||
| BIL | spdr series trust | 0.80 | 31,086 | 2,940,130 | added | 2.16 | ||
| BNDW | vanguard scottsdale fds | 0.23 | 10,563 | 837,318 | reduced | -10.37 | ||