Meredith Wealth Planning
Meredith Wealth Planning reported 80 stocks worth $401M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AVUV (17.3%), AVGV (14.3%) and AVDV (8.6%). Compared with Q2 2026, the fund opened new positions in VGIT, VGSH and KMLM, added to AVGV, AVGE and AVES, trimmed AVUV, AVDV and DIHP and sold out of VCSH, STX and VFMO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUV American Centy ETF TR | $69.1M | 17.3% | 587K | −1,341 (−0%) | 8 of 8 | |
| 2 |  AVGV American Centy ETF TR | $57.3M | 14.3% | 679K | +66K (+11%) | 8 of 8 | |
| 3 |  AVDV Avantis International Small Cap Value ETF | $34.3M | 8.6% | 314K | −3,842 (−1%) | 8 of 8 | |
| 4 |  AVGE American Centy ETF TR | $30.3M | 7.5% | 308K | +10K (+4%) | 8 of 8 | |
| 5 |  VGIT Vanguard Scottsdale Fds | $27.2M | 6.8% | 480K | New position | 1 of 8 | |
| 6 |  DIHP Dimensional Intern High | $24.2M | 6.0% | 719K | −11K (−2%) | 8 of 8 | |
| 7 |  AVES American Centy ETF TR | $18.9M | 4.7% | 290K | +1,213 (+0%) | 8 of 8 | |
| 8 |  DFGP Dimensional ETF Trust | $16.2M | 4.0% | 313K | +84K (+37%) | 8 of 8 | |
| 9 |  AVUS Avantis U.s. Equity ETF | $14.2M | 3.6% | 111K | −120 (−0%) | 8 of 8 | |
| 10 |  MTUM Ishares Msci USA Momntum | $12.1M | 3.0% | 38K | −521 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meredith Wealth Planning 13F FAQ
What does Meredith Wealth Planning own?
Meredith Wealth Planning reported 80 stocks worth $401M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AVUV (17.3%), AVGV (14.3%) and AVDV (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Meredith Wealth Planning buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 27 added to, 30 trimmed and 5 sold out. New positions include VGIT, VGSH and KMLM. It sold all of VCSH, STX and VFMO.
When will Meredith Wealth Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Meredith Wealth Planning's portfolio worth?
The Q3 2026 filing reports $401M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.