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The Analysis of Meredith Wealth Planning's Holdings & P&L

Currently, Meredith Wealth Planning holds 74 types of securities in its portfolio with a total value $423.7M. In the most recent quarter, they have increased their positions in AVGV (+78.5K shares, valued at $6.7M), AVGE (+18.7K shares, valued at $1.8M), VBIL (+23.6K shares, valued at $1.8M); decreased their positions in N/A (-1.2K shares, valued at $441.8K), AVUV (-3.5K shares, valued at $439.0K), DUHP (-10.4K shares, valued at $432.2K); initiated new positions in HUT (+3.7K shares, valued at $425.2K), XHLF (+6.1K shares, valued at $305.9K), N/A (+3.3K shares, valued at $249.7K).

1M P&L

+9.6M+2.38%

3M P&L

+11.1M+2.74%

HY P&L

+24.0M+6.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A394.2M

95.6%

2Semiconductors5.2M

1.3%

3Internet Content & Information2.7M

0.7%

Top Industries by Stock Count

1N/A47 stocks

72.3%

2Farm & Heavy Construction Machinery2 stocks

3.1%

3Capital Markets2 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUV AMERICAN CENTY ETF TR588.4K shares-0.59%2026-06-302026-07-24

AVGV AMERICAN CENTY ETF TR613.1K shares14.68%2026-06-302026-07-24

DUHP DIMENSIONAL ETF TRUST1.2M shares-0.86%2026-06-302026-07-24

AVDV AMERICAN CENTY ETF TR317.9K shares1.38%2026-06-302026-07-24

AVGE AMERICAN CENTY ETF TR297.3K shares6.69%2026-06-302026-07-24

DIHP DIMENSIONAL ETF TRUST729.5K shares0.83%2026-06-302026-07-24

AVES AMERICAN CENTY ETF TR289.1K shares1.14%2026-06-302026-07-24

DFCF DIMENSIONAL ETF TRUST376.1K shares7.21%2026-06-302026-07-24

Sponsored

AVUS AMERICAN CENTY ETF TR111.3K shares1.20%2026-06-302026-07-24

MTUM ISHARES TR38.7K shares0.06%2026-06-302026-07-24

DFGP DIMENSIONAL ETF TRUST228.4K shares15.43%2026-06-302026-07-24

DFSD DIMENSIONAL ETF TRUST180.5K shares12.58%2026-06-302026-07-24

AVDE AMERICAN CENTY ETF TR64.6K shares-0.39%2026-06-302026-07-24

IMTM ISHARES TR86.9K shares0.43%2026-06-302026-07-24

DEHP DIMENSIONAL ETF TRUST104.3K shares-0.73%2026-06-302026-07-24

EA SERIES TRUST EA SERIES TRUST81.0K shares-0.38%2026-06-302026-07-24

Sponsored

NVDA NVIDIA CORPORATION18.9K shares0.94%2026-06-302026-07-24

VOO VANGUARD INDEX FDS5.1K shares-2.70%2026-06-302026-07-24

SLYV SPDR SERIES TRUST31.4K shares0.86%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS8.5K shares-12.31%2026-06-302026-07-24

GOOGL ALPHABET INC7.5K shares2.65%2026-06-302026-07-24

DFNM DIMENSIONAL ETF TRUST55.5K shares12.82%2026-06-302026-07-24

VBIL VANGUARD INSTL INDEX FD32.0K shares279.50%2026-06-302026-07-24

DGCB DIMENSIONAL ETF TRUST39.4K shares-8.04%2026-06-302026-07-24

Sponsored

AAPL APPLE INC7.2K shares4.10%2026-06-302026-07-24

DUSB DIMENSIONAL ETF TRUST37.8K shares4.07%2026-06-302026-07-24

AVIV AMERICAN CENTY ETF TR24.5K shares33.39%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST25.2K shares0.01%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC1.3K shares-0.56%2026-06-302026-07-24

QVAL EA SERIES TRUST24.9K shares0.17%2026-06-302026-07-24

TSLA TESLA INC3.2K shares-1.40%2026-06-302026-07-24

AMZN AMAZON COM INC5.3K shares2.59%2026-06-302026-07-24

Sponsored

EA SERIES TRUST EA SERIES TRUST19.6K shares0.00%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST24.3K shares0.17%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC1.8K shares-8.76%2026-06-302026-07-24

CAT CATERPILLAR INC958 shares-2.24%2026-06-302026-07-24

VXUS VANGUARD STAR FDS11.9K shares0.13%2026-06-302026-07-24

SMH VANECK ETF TRUST1.5K shares0.00%2026-06-302026-07-24

DFAX DIMENSIONAL ETF TRUST26.5K shares1.07%2026-06-302026-07-24

MSFT MICROSOFT CORP2.5K shares-1.80%2026-06-302026-07-24

Sponsored

VCSH VANGUARD SCOTTSDALE FDS10.4K shares-1.61%2026-06-302026-07-24

SGOV ISHARES TR7.9K shares0.88%2026-06-302026-07-24

IJS ISHARES TR5.5K shares-1.25%2026-06-302026-07-24

DFSV DIMENSIONAL ETF TRUST15.0K shares0.35%2026-06-302026-07-24

DFIV DIMENSIONAL ETF TRUST10.8K shares0.00%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F9.4K shares-0.15%2026-06-302026-07-24

RIOT RIOT PLATFORMS INC20.1K shares-18.11%2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL552 shares0.00%2026-06-302026-07-24

Sponsored

VGT VANGUARD WORLD FD4.2K shares700.38%2026-06-302026-07-24

SCHV SCHWAB STRATEGIC TR13.2K shares0.00%2026-06-302026-07-24

WMT WALMART INC3.9K shares-6.06%2026-06-302026-07-24

MLPX GLOBAL X FDS6.0K shares0.00%2026-06-302026-07-24

HUT HUT 8 CORP3.7K sharesnew addition2026-06-302026-07-24

IEMG ISHARES INC5.1K shares-8.24%2026-06-302026-07-24

LLY ELI LILLY & CO348 shares-1.97%2026-06-302026-07-24

FIX COMFORT SYS USA INC209 shares43.15%2026-06-302026-07-24

Sponsored

ISHARES TR ISHARES TR536 shares14.04%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR4.1K shares-9.11%2026-06-302026-07-24

VBR VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-24

WORLD GOLD TR WORLD GOLD TR4.2K shares0.00%2026-06-302026-07-24

MLPA GLOBAL X FDS6.0K shares0.00%2026-06-302026-07-24

MCD MCDONALDS CORP1.2K shares0.09%2026-06-302026-07-24

HBT HBT FINL INC.9.6K shares0.00%2026-06-302026-07-24

XHLF BONDBLOXX ETF TRUST6.1K sharesnew addition2026-06-302026-07-24

Sponsored

IBDS ISHARES TR12.1K shares1.07%2026-06-302026-07-24

BROADCOM INC BROADCOM INC700 shares-16.27%2026-06-302026-07-24

DE DEERE & CO401 shares0.25%2026-06-302026-07-24

VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD3.3K sharesnew addition2026-06-302026-07-24

ETN EATON CORP PLC561 shares0.00%2026-06-302026-07-24

VOE VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL466 sharesnew addition2026-06-302026-07-24

VV VANGUARD INDEX FDS636 sharesnew addition2026-06-302026-07-24

Sponsored

VFMO VANGUARD WELLINGTON FD845 sharesnew addition2026-06-302026-07-24

PHYS SPROTT ASSET MANAGEMENT LP6.9K shares0.00%2026-06-302026-07-24

AVUV

AMERICAN CENTY ETF TR

-0.59%

Shares588.4K

Event2026-06-30

Filed2026-07-24

AVGV

AMERICAN CENTY ETF TR

14.68%

Shares613.1K

Event2026-06-30

Filed2026-07-24

DUHP

DIMENSIONAL ETF TRUST

-0.86%

Shares1.2M

Event2026-06-30

Filed2026-07-24

AVDV

AMERICAN CENTY ETF TR

1.38%

Shares317.9K

Event2026-06-30

Filed2026-07-24

AVGE

AMERICAN CENTY ETF TR

6.69%

Shares297.3K

Event2026-06-30

Filed2026-07-24

DIHP

DIMENSIONAL ETF TRUST

0.83%

Shares729.5K

Event2026-06-30

Filed2026-07-24

AVES

AMERICAN CENTY ETF TR

1.14%

Shares289.1K

Event2026-06-30

Filed2026-07-24

DFCF

DIMENSIONAL ETF TRUST

7.21%

Shares376.1K

Event2026-06-30

Filed2026-07-24

AVUS

AMERICAN CENTY ETF TR

1.20%

Shares111.3K

Event2026-06-30

Filed2026-07-24

MTUM

ISHARES TR

0.06%

Shares38.7K

Event2026-06-30

Filed2026-07-24

DFGP

DIMENSIONAL ETF TRUST

15.43%

Shares228.4K

Event2026-06-30

Filed2026-07-24

DFSD

DIMENSIONAL ETF TRUST

12.58%

Shares180.5K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

-0.39%

Shares64.6K

Event2026-06-30

Filed2026-07-24

IMTM

ISHARES TR

0.43%

Shares86.9K

Event2026-06-30

Filed2026-07-24

DEHP

DIMENSIONAL ETF TRUST

-0.73%

Shares104.3K

Event2026-06-30

Filed2026-07-24

EA SERIES TRUST

-0.38%

Shares81.0K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.94%

Shares18.9K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-2.70%

Shares5.1K

Event2026-06-30

Filed2026-07-24

SLYV

SPDR SERIES TRUST

0.86%

Shares31.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-12.31%

Shares8.5K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

2.65%

Shares7.5K

Event2026-06-30

Filed2026-07-24

DFNM

DIMENSIONAL ETF TRUST

12.82%

Shares55.5K

Event2026-06-30

Filed2026-07-24

VBIL

VANGUARD INSTL INDEX FD

279.50%

Shares32.0K

Event2026-06-30

Filed2026-07-24

DGCB

DIMENSIONAL ETF TRUST

-8.04%

Shares39.4K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

4.10%

Shares7.2K

Event2026-06-30

Filed2026-07-24

DUSB

DIMENSIONAL ETF TRUST

4.07%

Shares37.8K

Event2026-06-30

Filed2026-07-24

AVIV

AMERICAN CENTY ETF TR

33.39%

Shares24.5K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

0.01%

Shares25.2K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-0.56%

Shares1.3K

Event2026-06-30

Filed2026-07-24

QVAL

EA SERIES TRUST

0.17%

Shares24.9K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

-1.40%

Shares3.2K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

2.59%

Shares5.3K

Event2026-06-30

Filed2026-07-24

EA SERIES TRUST

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

0.17%

Shares24.3K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-8.76%

Shares1.8K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-2.24%

Shares958

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

0.13%

Shares11.9K

Event2026-06-30

Filed2026-07-24

SMH

VANECK ETF TRUST

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

DFAX

DIMENSIONAL ETF TRUST

1.07%

Shares26.5K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-1.80%

Shares2.5K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

-1.61%

Shares10.4K

Event2026-06-30

Filed2026-07-24

SGOV

ISHARES TR

0.88%

Shares7.9K

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

-1.25%

Shares5.5K

Event2026-06-30

Filed2026-07-24

DFSV

DIMENSIONAL ETF TRUST

0.35%

Shares15.0K

Event2026-06-30

Filed2026-07-24

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

-0.15%

Shares9.4K

Event2026-06-30

Filed2026-07-24

RIOT

RIOT PLATFORMS INC

-18.11%

Shares20.1K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares552

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

700.38%

Shares4.2K

Event2026-06-30

Filed2026-07-24

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-6.06%

Shares3.9K

Event2026-06-30

Filed2026-07-24

MLPX

GLOBAL X FDS

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

HUT

HUT 8 CORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

-8.24%

Shares5.1K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

-1.97%

Shares348

Event2026-06-30

Filed2026-07-24

FIX

COMFORT SYS USA INC

43.15%

Shares209

Event2026-06-30

Filed2026-07-24

ISHARES TR

14.04%

Shares536

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

-9.11%

Shares4.1K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

WORLD GOLD TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

MLPA

GLOBAL X FDS

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-24

HBT

HBT FINL INC.

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-24

XHLF

BONDBLOXX ETF TRUST

New

Shares6.1K

Event2026-06-30

Filed2026-07-24

IBDS

ISHARES TR

1.07%

Shares12.1K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-16.27%

Shares700

Event2026-06-30

Filed2026-07-24

DEERE & CO

0.25%

Shares401

Event2026-06-30

Filed2026-07-24

VANGUARD WELLESLEY INCOME FD

New

Shares3.3K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

0.00%

Shares561

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares466

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

New

Shares636

Event2026-06-30

Filed2026-07-24

VFMO

VANGUARD WELLINGTON FD

New

Shares845

Event2026-06-30

Filed2026-07-24

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available