13F-HR filed by Meredith Wealth Planning
Meredith Wealth Planning filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-27, with 70 holding rows worth $369,113,917.
- Accession
- 0001956471-26-000002
- Filer
- CIK 1956471
- Filed
- 2026-04-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 70 entries on the cover page, a total value of $369,113,917 stated on the cover page (in dollars after the unit check, H1), rows summing to $369,113,917 with VALUE read as dollars as filed, 13F file number 028-22785. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | 025072877 | SHS | 591,966 | $65,394,520 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 1,199,622 | $44,098,091 | dollars as filed | |
| Avantis All Equity Markets Value ETF | 025072216 | SHS | 534,577 | $41,451,099 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 313,555 | $31,311,650 | dollars as filed | |
| Avantis All Equity Markets ETF | 025072232 | SHS | 278,601 | $24,522,486 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 723,499 | $23,311,131 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 285,808 | $17,142,752 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 350,778 | $14,809,840 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 109,999 | $12,229,653 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V583 | GLOB CO PLUS ETF | 197,859 | $10,682,407 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 38,675 | $9,281,653 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 160,292 | $7,674,779 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 64,897 | $5,505,851 | dollars as filed | |
| iShares MSCI Intl Momentum Factor ETF | 46434V449 | SHS | 86,479 | $4,152,715 | dollars as filed | |
| EA SERIES TRUST | 02072Q358 | ALPHA ARCHITECT | 81,272 | $3,780,568 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V757 | EMERGING MKTS HI | 105,098 | $3,551,253 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 18,698 | $3,260,958 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 5,217 | $3,117,587 | dollars as filed | |
| VTI | 922908769 | COM | 9,697 | $3,110,829 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 31,086 | $2,940,133 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 49,216 | $2,358,913 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V567 | GLOBAL CR ETF | 42,851 | $2,319,723 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 7,353 | $2,114,369 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 36,302 | $1,840,870 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,898 | $1,750,613 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 34,948 | $1,743,580 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 25,175 | $1,572,185 | dollars as filed | |
| Avantis International Large Cap Val ETF | 025072364 | SHS | 18,372 | $1,374,783 | dollars as filed | |
| ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF | 02072L102 | ETF | 24,840 | $1,295,167 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,218 | $1,196,292 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,998 | $1,143,132 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,141 | $1,070,749 | dollars as filed | |
| EA SERIES TRUST | 02072Q275 | ALPHA ARCHITECT | 19,556 | $957,103 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 24,306 | $944,548 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,550 | $943,986 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 11,892 | $916,963 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 26,195 | $889,829 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 10,563 | $837,318 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 7,860 | $791,177 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 980 | $694,311 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 5,591 | $662,248 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 8,433 | $637,989 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 1,496 | $573,566 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 10,752 | $567,473 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 14,950 | $523,842 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,158 | $516,710 | dollars as filed | |
| VWO | 922042858 | SHS | 9,368 | $506,332 | dollars as filed | |
| GLOBAL X FDS | 37954Y293 | GLB X MLP ENRG I | 5,985 | $442,531 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,260 | $425,634 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 13,224 | $403,332 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,593 | $390,084 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 4,197 | $389,020 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 4,555 | $367,028 | dollars as filed | |
| VGT | 92204A702 | SHS | 521 | $363,334 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,159 | $360,175 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 355 | $326,548 | dollars as filed | |
| GLOBAL X FDS | 37954Y343 | GLBL X MLP ETF | 5,961 | $321,119 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,447 | $314,361 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 470 | $307,238 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 24,542 | $303,339 | dollars as filed | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 11,996 | $290,780 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 836 | $258,755 | dollars as filed | |
| HBT FINANCIAL INC DE | 404111106 | COMMON STOCK | 9,594 | $256,352 | dollars as filed | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 6,890 | $244,182 | dollars as filed | |
| Deere & Company | 244199105 | COM | 400 | $225,531 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 1,198 | $220,767 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 552 | $216,195 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 1,224 | $211,801 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 146 | $201,432 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 561 | $200,653 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001956471-26-000002 | this filing | 2026-04-27 | acceptance time not in the bulk data set |