Latest Meredith Wealth Planning Stock Portfolio
$400Million | No. of Holdings #79
Meredith Wealth Planning Performance
2026 Q3-1.31%
YTD+10.87%
2025+16.24%
About Meredith Wealth Planning and 13F Hedge Fund Stock Holdings
On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meredith Wealth Planning reported an equity portfolio of $400.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Meredith Wealth Planning are AEMB, AEMB, AEMB. The fund has invested 17.3% of it's portfolio in AMERICAN CENTY ETF TR and 14.3% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), VANGUARD SCOTTSDALE FDS (BNDW) and SEAGATE TECHNOLOGY HLDNGS PL (STX) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and VANGUARD STAR FDS (VXUS). Meredith Wealth Planning opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), KRANESHARES TRUST (BNDD) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), DIMENSIONAL ETF TRUST (DFAC) and AMERICAN CENTY ETF TR (AEMB).
Meredith Wealth Planning Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$400Million
as of Oct 14, 2026Meredith Wealth Planning Annual Return Estimates Vs S&P 500
Our best estimate is that Meredith Wealth Planning made a return of -1.31% in the last quarter. In trailing 12 months, it's portfolio return was 13.23%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard scottsdale fds | 27,207,400 |
| vanguard scottsdale fds | 11,148,400 |
| kraneshares trust | 1,442,090 |
| schwab strategic tr | 1,202,180 |
| spdr index shs fds | 758,924 |
| ishares tr | 608,322 |
| ea series trust | 535,516 |
| ishares tr | 399,830 |
New stocks bought by Meredith Wealth Planning
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 41.12 |
| dimensional etf trust | 36.96 |
| dimensional etf trust | 11.77 |
| american centy etf tr | 10.83 |
| micron technology inc | 8.3 |
| dimensional etf trust | 8.09 |
| american centy etf tr | 4.52 |
| vanguard wellesley income fd | 4.52 |
Additions to existing portfolio by Meredith Wealth Planning
Reductions
| Ticker | % Reduced |
|---|---|
| dimensional etf trust | -79.5 |
| vanguard index fds | -69.01 |
| vanguard index fds | -56.71 |
| vanguard star fds | -45.24 |
| ea series trust | -45.08 |
| dimensional etf trust | -37.16 |
| bondbloxx etf trust | -18.85 |
| ishares tr | -17.35 |
Meredith Wealth Planning reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| dimensional etf trust | -49,628,100 |
| dimensional etf trust | -581,911 |
| vanguard scottsdale fds | -821,348 |
| vanguard wellington fd | -210,721 |
| seagate technology hldngs pl | -532,541 |
Meredith Wealth Planning got rid off the above stocks
Sector Distribution
Meredith Wealth Planning has about 95.2% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 95.2 |
| Technology | 2.4 |
Market Cap. Distribution
Meredith Wealth Planning has about 4.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.2 |
| MEGA-CAP | 4.3 |
Stocks belong to which Index?
About 4.5% of the stocks held by Meredith Wealth Planning either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 95.2 |
| S&P 500 | 4.5 |
| Top 5 Losers ($) | $ | |
|---|---|---|
| AEMB | american centy etf tr | -4.1 M |
| IBCE | ishares tr | -1.0 M |
| DFAC | dimensional etf trust | -0.7 M |
| DFAC | dimensional etf trust | -0.5 M |
| AEMB | american centy etf tr | -0.4 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 79 stocks in it's portfolio. About 75.9% of the portfolio is in top 10 stocks. AEMB proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Meredith Wealth Planning last quarter.
$400.65MTotal Value
85.00Positions
14 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.61% | 7,317 | $2.44M 0.61% | 1.89%increased 1.89 percentadded | ||
 ACWF Ishares TrIshares TrACWF | 1.14% | 86,689 | $4.56M 1.14% | 0.19%decreased 0.19 percentreduced | |
ACWF Ishares TrIshares TrACWF | 0.15% | 8,069 | $608.3K 0.15% | Newnew position | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 17.26% | 587,106 | $69.14M 17.26% | 0.23%decreased 0.23 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 14.31% | 679,434 | $57.32M 14.31% | 10.83%increased 10.83 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 8.57% | 314,035 | $34.35M 8.57% | 1.21%decreased 1.21 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 7.55% | 307,689 | $30.26M 7.55% | 3.51%increased 3.51 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 4.72% | 290,287 | $18.91M 4.72% | 0.42%increased 0.42 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 3.56% | 111,204 | $14.24M 3.56% | 0.11%decreased 0.11 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.52% | 67,564 | $6.09M 1.52% | 4.52%increased 4.52 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.49% | 24,588 | $1.96M 0.49% | 0.33%increased 0.33 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.1% | 4,164 | $391.5K 0.1% | 0.58%increased 0.58 percentadded | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.23% | 1,485 | $904.1K 0.23% | 0.74%decreased 0.74 percentreduced | |
 AGNG Global X FdsGlobal X FdsAGNG | 0.1% | 5,985 | $417.9K 0.1% | 0%unchanged 0 percentunchanged | |
AGNG Global X FdsGlobal X FdsAGNG | 0.08% | 5,961 | $317.4K 0.08% | 0%unchanged 0 percentunchanged | |
 Amazon Com Inc Amazon Com IncAMZN Meredith Wealth Planning's holding in Amazon Com Inc over time | 0.31% | 4,989 | $1.24M 0.31% | 5.4%decreased 5.4 percentreduced | |
 Broadcom Inc Broadcom IncAVGO Meredith Wealth Planning's holding in Broadcom Inc over time | 0.06% | 724 | $254.3K 0.06% | 3.43%increased 3.43 percentadded | |
 BGRN Ishares TrIshares TrBGRN | 0.07% | 11,767 | $283.8K 0.07% | 2.94%decreased 2.94 percentreduced | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 0.78% | 30,660 | $3.13M 0.78% | 2.21%decreased 2.21 percentreduced | |
 BNDD Kraneshares TrustKraneshares TrustBNDD | 0.36% | 46,384 | $1.44M 0.36% | Newnew position | |
