Investor
Meredith Wealth Planning
CIK 0001956471 · filed 2026-04-27 · SEC filing
13F book
$369.1M
Positions
70
11 new · 3 sold
Largest name
17.7%
American Centy Etf Tr
Est. mark
$7.4M
Price effect on 59 names still held. Flow $25.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Centy Etf Tr | — | 592K | $65.4M | 17.7% | $4.95M | Added$5.88M |
| Dimensional Etf Trust | — | 1.2M | $44.1M | 11.9% | −$1.11M | Added$10.8M |
| American Centy Etf Tr | — | 534.6K | $41.5M | 11.2% | $2.01M | Added$7.77M |
| American Centy Etf Tr | — | 313.6K | $31.3M | 8.5% | $1.85M | Cut$1.02M |
| American Centy Etf Tr | — | 278.6K | $24.5M | 6.6% | $491K | Added$4.53M |
| Dimensional Etf Trust | — | 723.5K | $23.3M | 6.3% | $271.6K | Added$7.81M |
| American Centy Etf Tr | — | 285.8K | $17.1M | 4.6% | $467.9K | Added$806.8K |
| Dimensional Etf Trust | — | 350.8K | $14.8M | 4.0% | −$102.5K | Added$1.98M |
| American Centy Etf Tr | — | 110K | $12.2M | 3.3% | −$53.8K | Added$2.21M |
| Dimensional Etf Trust | — | 197.9K | $10.7M | 2.9% | −$10.6K | Added$3.54M |
| Ishares Tr | — | 38.7K | $9.28M | 2.5% | −$399.1K | Cut−$12M |
| Dimensional Etf Trust | — | 160.3K | $7.67M | 2.1% | −$9K | Added$1.51M |
| American Centy Etf Tr | — | 64.9K | $5.51M | 1.5% | $100.2K | Added$2.23M |
| Ishares Tr | — | 86.5K | $4.15M | 1.1% | $4.32K | Cut−$7.28M |
| Ea Series Trust | — | 81.3K | $3.78M | 1.0% | −$228.4K | Held |
| Dimensional Etf Trust | — | 105.1K | $3.55M | 1.0% | $159.4K | Added$212.9K |
| Nvidia Corp | NVDA | 18.7K | $3.26M | 0.9% | −$226.2K | Cut−$513.6K |
| Vanguard Index Fds | — | 5.22K | $3.12M | 0.8% | −$153.4K | Added−$142.6K |
| Vanguard Index Fds | — | 9.7K | $3.11M | 0.8% | −$140.3K | Added−$140K |
| Spdr Series Trust | — | 31.1K | $2.94M | 0.8% | $109.8K | Added$171.9K |
| Dimensional Etf Trust | — | 49.2K | $2.36M | 0.6% | −$10.4K | Added$266K |
| Dimensional Etf Trust | — | 42.9K | $2.32M | 0.6% | −$4.41K | Cut−$218.4K |
| Alphabet Inc | — | 7.35K | $2.11M | 0.6% | −$187K | Cut−$283.4K |
| Dimensnl Ultrashrt Fixed | — | 36.3K | $1.84M | 0.5% | $1.13K | Added$884K |
| Apple Inc. | AAPL | 6.9K | $1.75M | 0.5% | −$124.6K | Cut−$827.4K |
| Vanguard Mun Bd Fds | — | 34.9K | $1.74M | 0.5% | −$13.5K | Added$43.9K |
| Dimensional Etf Trust | — | 25.2K | $1.57M | 0.4% | $69.7K | Added$146.7K |
| American Centy Etf Tr | — | 18.4K | $1.37M | 0.4% | $66K | Added$67.6K |
| Ea Series Trust | — | 24.8K | $1.3M | 0.4% | $83K | Added$84.1K |
| Tesla, Inc. | TSLA | 3.22K | $1.2M | 0.3% | −$247.4K | Added−$230.7K |
| Meta Platforms, Inc. | META | 2K | $1.14M | 0.3% | −$161.9K | Added−$70.9K |
| Amazon Com Inc | AMZN | 5.14K | $1.07M | 0.3% | −$115.9K | Cut−$133K |
| Ea Series Trust | — | 19.6K | $957.1K | 0.3% | — | New |
| Dimensional Etf Trust | — | 24.3K | $944.5K | 0.3% | −$17.7K | Added−$15.7K |
| Microsoft Corp | MSFT | 2.55K | $944K | 0.3% | −$268.8K | Added−$202.5K |
| Vanguard Star Fds | — | 11.9K | $917K | 0.2% | $19.8K | Cut$18.3K |
| Dimensional Etf Trust | — | 26.2K | $889.8K | 0.2% | $32.4K | Added$34K |
| Vanguard Scottsdale Fds | — | 10.6K | $837.3K | 0.2% | −$4.9K | Cut−$102.3K |
| Ishares 0-3 Month | — | 7.86K | $791.2K | 0.2% | $2.22K | Added$6.75K |
| Caterpillar Inc | CAT | 980 | $694.3K | 0.2% | $132.9K | Held |
| Ishares Tr | — | 5.59K | $662.2K | 0.2% | $26.4K | Cut$21.4K |
| Vanguard Instl Index Fd | — | 8.43K | $638K | 0.2% | — | New |
| Vaneck Etf Trust | — | 1.5K | $573.6K | 0.2% | $34.8K | Held |
| Dimensional Etf Trust | — | 10.8K | $567.5K | 0.2% | $31K | Cut$30.2K |
| Dimensional Etf Trust | — | 14.9K | $523.8K | 0.1% | $32.1K | Cut$27.8K |
| Walmart Inc. | WMT | 4.16K | $516.7K | 0.1% | $53.4K | Cut−$105K |
| Vanguard Intl Equity Index F | — | 9.37K | $506.3K | 0.1% | $2.68K | Cut−$9.36K |
| Global X Fds | — | 5.99K | $442.5K | 0.1% | — | New |
| Micron Technology Inc | MU | 1.26K | $425.6K | 0.1% | $38.6K | Added$216K |
| Schwab Strategic Tr | — | 13.2K | $403.3K | 0.1% | $11.8K | Held |
| Ishares Inc | — | 5.59K | $390.1K | 0.1% | $14.1K | Cut$6.49K |
| World Gold Tr | — | 4.2K | $389K | 0.1% | $30.7K | Held |
| American Centy Etf Tr | — | 4.55K | $367K | 0.1% | — | New |
| Vanguard World Fd | — | 521 | $363.3K | 0.1% | −$29.5K | Added−$28.8K |
| Mcdonalds Corp | MCD | 1.16K | $360.2K | 0.1% | $6K | Cut$5.38K |
| Eli Lilly & Co | LLY | 355 | $326.5K | 0.1% | −$54.8K | Cut−$55.9K |
| Global X Fds | — | 5.96K | $321.1K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.45K | $314.4K | 0.1% | $7.9K | Held |
| Ishares Tr | — | 470 | $307.2K | 0.1% | −$14.8K | Added−$14.2K |
| Riot Platforms, Inc. | RIOT | 24.5K | $303.3K | 0.1% | −$7.61K | Held |
| Ishares Tr | — | 12K | $290.8K | 0.1% | −$486 | Added$581 |
| Broadcom Inc. | AVGO | 836 | $258.8K | 0.1% | −$30.6K | Cut−$44.8K |
| Hbt Finl Inc. | — | 9.59K | $256.4K | 0.1% | $8.35K | Held |
| Sprott Asset Management Lp | — | 6.89K | $244.2K | 0.1% | — | New |
| Deere & Co | DE | 400 | $225.5K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.2K | $220.8K | 0.1% | $8.28K | Held |
| Seagate Technology Hldngs Pl | — | 552 | $216.2K | 0.1% | — | New |
| Vanguard World Fd | — | 1.22K | $211.8K | 0.1% | — | New |
| Comfort Sys Usa Inc | — | 146 | $201.4K | 0.1% | — | New |
| Eaton Corp Plc | ETN | 561 | $200.7K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.