13F-HR filed by Meredith Wealth Planning
Meredith Wealth Planning filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-14 18:17:28 UTC, with 80 holding rows worth $400,649,094.
- Accession
- 0001956471-26-000004
- Filer
- CIK 1956471
- Filed
- 2026-10-14
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 80 entries on the cover page, a total value of $400,649,094 stated on the cover page (in dollars after the unit check, H1), rows summing to $400,649,094 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 | 587,106 | $69,143,478 | dollars as filed | |
| Avantis All Equity Markets Value ETF | 025072216 | SHS | 679,434 | $57,317,088 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 314,035 | $34,349,171 | dollars as filed | |
| Avantis All Equity Markets ETF | 025072232 | SHS | 307,689 | $30,258,146 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 480,186 | $27,207,365 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 718,555 | $24,208,130 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 290,287 | $18,906,382 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V583 | GLOB CO PLUS ETF | 312,809 | $16,242,938 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 111,204 | $14,244,183 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 38,179 | $12,115,697 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 193,683 | $11,148,419 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 176,763 | $8,214,523 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 67,564 | $6,088,236 | dollars as filed | |
| iShares MSCI Intl Momentum Factor ETF | 46434V449 | SHS | 86,689 | $4,562,451 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 17,947 | $4,098,709 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V757 | EMERGING MKTS HI | 95,503 | $3,929,011 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 30,660 | $3,131,915 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 77,112 | $3,093,731 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 7,444 | $2,561,183 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 33,398 | $2,528,910 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 54,769 | $2,521,008 | dollars as filed | |
| EA SERIES TRUST | 02072Q358 | ALPHA ARCHITECT | 44,468 | $2,439,909 | dollars as filed | |
| Apple Inc | 037833100 | COM | 7,317 | $2,436,668 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 42,223 | $2,131,830 | dollars as filed | |
| Avantis International Large Cap Val ETF | 025072364 | SHS | 24,588 | $1,957,918 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 25,224 | $1,675,862 | dollars as filed | |
| ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF | 02072L102 | ETF | 24,973 | $1,457,431 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,357 | $1,445,290 | dollars as filed | |
| KRANESHARES TRUST | 500767652 | KFA MOUNT LUCAS | 46,384 | $1,442,090 | dollars as filed | |
| VTI | 922908769 | COM | 3,681 | $1,377,572 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V567 | GLOBAL CR ETF | 24,764 | $1,285,436 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,471 | $1,267,612 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,741 | $1,262,250 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,989 | $1,243,009 | dollars as filed | |
| SCHD | 808524797 | COM | 36,956 | $1,202,182 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,296 | $1,169,454 | dollars as filed | |
| EA SERIES TRUST | 02072Q275 | ALPHA ARCHITECT | 19,556 | $1,149,375 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,573 | $1,102,586 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 24,396 | $1,084,413 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 26,633 | $985,966 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 1,485 | $904,146 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 7,995 | $804,892 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 959 | $777,570 | dollars as filed | |
| SPDW | 78463X889 | COM | 15,115 | $758,924 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 5,468 | $700,465 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 11,622 | $649,191 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 8,069 | $608,322 | dollars as filed | |
| VWO | 922042858 | SHS | 9,382 | $556,423 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 6,521 | $554,063 | dollars as filed | |
| Alpha Architect Us Equity 4 Etf | 02072Q242 | ETF | 10,445 | $535,516 | dollars as filed | |
| VGT | 92204A702 | SHS | 4,175 | $524,627 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,042 | $471,763 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 13,224 | $440,491 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,256 | $426,590 | dollars as filed | |
| GLOBAL X FDS | 37954Y293 | GLB X MLP ENRG I | 5,985 | $417,873 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 20,097 | $404,955 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,192 | $399,830 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,775 | $392,249 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 4,164 | $391,522 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 328 | $379,942 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524599 | CORE BOND ETF | 14,922 | $362,903 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 209 | $346,164 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 4,197 | $344,909 | dollars as filed | |
| HBT FINANCIAL INC DE | 404111106 | COMMON STOCK | 9,594 | $339,340 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 443 | $338,990 | dollars as filed | |
| GLOBAL X FDS | 37954Y343 | GLBL X MLP ETF | 5,961 | $317,364 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 3,683 | $317,106 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 7,270 | $314,711 | dollars as filed | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 11,767 | $283,826 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,162 | $268,244 | dollars as filed | |
| VANGUARD WELLESLEY INCOME FD | 921938700 | TARGET MATURITY | 3,449 | $260,186 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 724 | $254,262 | dollars as filed | |
| BONDBLOXX ETF TRUST | 09789C788 | BLOOMBERG SIX MN | 4,935 | $247,986 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 564 | $242,356 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 1,198 | $234,245 | dollars as filed | |
| Deere & Company | 244199105 | COM | 336 | $225,551 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 636 | $223,777 | dollars as filed | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 6,890 | $215,450 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 430 | $214,119 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 1,224 | $210,724 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001956471-26-000004 | this filing | 2026-10-14 |