Latest Meredith Wealth Planning Stock Portfolio
$423Million | No. of Holdings #73
Meredith Wealth Planning Performance
2026 Q2+10.25%
YTD+12.34%
2025+16.24%
About Meredith Wealth Planning and 13F Hedge Fund Stock Holdings
On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meredith Wealth Planning reported an equity portfolio of $423.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Meredith Wealth Planning are AEMB, AEMB, DFAC. The fund has invested 17.3% of it's portfolio in AMERICAN CENTY ETF TR and 12.3% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off VANGUARD MUN BD FDS (VTEB) and VANGUARD WORLD FD (VAW) stocks. They significantly reduced their stock positions in RIOT PLATFORMS INC (RIOT), BROADCOM INC (AVGO) and VANGUARD INDEX FDS (VB). Meredith Wealth Planning opened new stock positions in HUT 8 CORP, BONDBLOXX ETF TRUST (XHYC) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INSTL INDEX FD and COMFORT SYS USA INC (FIX).
Meredith Wealth Planning Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$423Million
as of Jul 24, 2026Meredith Wealth Planning Annual Return Estimates Vs S&P 500
Our best estimate is that Meredith Wealth Planning made a return of 10.25% in the last quarter. In trailing 12 months, it's portfolio return was 23.02%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| hut 8 corp | 425,184 |
| bondbloxx etf trust | 305,854 |
| vanguard wellesley income fd | 249,695 |
| berkshire hathaway inc del | 233,182 |
| vanguard index fds | 218,727 |
| vanguard wellington fd | 210,721 |
New stocks bought by Meredith Wealth Planning
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 700 |
| vanguard instl index fd | 279 |
| comfort sys usa inc | 43.15 |
| american centy etf tr | 33.39 |
| dimensional etf trust | 15.43 |
| american centy etf tr | 14.68 |
| ishares tr | 14.04 |
| dimensional etf trust | 12.82 |
Additions to existing portfolio by Meredith Wealth Planning
Reductions
| Ticker | % Reduced |
|---|---|
| riot platforms inc | -18.11 |
| broadcom inc | -16.27 |
| vanguard index fds | -12.31 |
| american centy etf tr | -9.11 |
| meta platforms inc | -8.76 |
| ishares inc | -8.24 |
| dimensional etf trust | -8.04 |
| walmart inc | -6.06 |
Meredith Wealth Planning reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard mun bd fds | -1,743,580 |
| vanguard world fd | -211,801 |
Meredith Wealth Planning got rid off the above stocks
Sector Distribution
Meredith Wealth Planning has about 95.4% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 95.4 |
| Technology | 2.1 |
Market Cap. Distribution
Meredith Wealth Planning has about 4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.4 |
| MEGA-CAP | 4 |
Stocks belong to which Index?
About 4.3% of the stocks held by Meredith Wealth Planning either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 95.4 |
| S&P 500 | 4.3 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| AEMB | american centy etf tr | 8.4 M |
| DFAC | dimensional etf trust | 5.9 M |
| AEMB | american centy etf tr | 4.3 M |
| IBCE | ishares tr | 4.0 M |
| AEMB | american centy etf tr | 3.2 M |
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 73 stocks in it's portfolio. About 76.6% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Meredith Wealth Planning last quarter.
$423.71MTotal Value
76.00Positions
24 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.49% | 7,181 | $2.08M 0.49% | 4.1%increased 4.1 percentadded | ||
 ACWF Ishares TrIshares TrACWF | 1.09% | 86,855 | $4.63M 1.09% | 0.43%increased 0.43 percentadded | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 17.33% | 588,447 | $73.41M 17.33% | 0.59%decreased 0.59 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 12.3% | 613,056 | $52.12M 12.3% | 14.68%increased 14.68 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 7.73% | 317,877 | $32.76M 7.73% | 1.38%increased 1.38 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 6.95% | 297,253 | $29.46M 6.95% | 6.69%increased 6.69 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 4.48% | 289,074 | $18.96M 4.48% | 1.14%increased 1.14 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 3.37% | 111,324 | $14.26M 3.37% | 1.2%increased 1.2 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.36% | 64,643 | $5.77M 1.36% | 0.39%decreased 0.39 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.45% | 24,507 | $1.90M 0.45% | 33.39%increased 33.39 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.09% | 4,140 | $399.5K 0.09% | 9.11%decreased 9.11 percentreduced | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.23% | 1,496 | $981.2K 0.23% | 0%unchanged 0 percentunchanged | |
 AGNG Global X FdsGlobal X FdsAGNG | 0.1% | 5,985 | $440.9K 0.1% | 0%unchanged 0 percentunchanged | |
AGNG Global X FdsGlobal X FdsAGNG | 0.07% | 5,961 | $316.4K 0.07% | 0%unchanged 0 percentunchanged | |
 Amazon Com Inc Amazon Com IncAMZN Meredith Wealth Planning's holding in Amazon Com Inc over time | 0.3% | 5,274 | $1.26M 0.3% | 2.59%increased 2.59 percentadded | |
 Broadcom Inc Broadcom IncAVGO Meredith Wealth Planning's holding in Broadcom Inc over time | 0.06% | 700 | $264.4K 0.06% | 16.27%decreased 16.27 percentreduced | |
 BGRN Ishares TrIshares TrBGRN | 0.07% | 12,124 | $293.6K 0.07% | 1.07%increased 1.07 percentadded | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 0.81% | 31,354 | $3.42M 0.81% | 0.86%increased 0.86 percentadded | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.19% | 10,393 | $821.3K 0.19% | 1.61%decreased 1.61 percentreduced | |
 BOB Ea Series TrustEa Series TrustBOB | 0.33% | 24,883 | $1.38M 0.33% | 0.17%increased 0.17 percentadded | |
