Meredith Wealth Planning - Portfolio overview

Meredith Wealth Planning has 74 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AVUV - AMERICAN CENTY ETF TR, 17.68%
2. DUHP - DIMENSIONAL ETF TRUST, 11.92%
3. AVGV - AMERICAN CENTY ETF TR, 11.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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