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Meredith Wealth Planning
Meredith Wealth Planning is a registered investment adviser based in Columbia, Missouri, founded in 2022. The firm provides personalized financial planning and investment management services to individuals, families, and small business owners. Their team focuses on helping clients achieve financial goals through tailored solutions and a fiduciary approach.
Investment Strategy
Meredith Wealth Planning utilizes a client-centric investment strategy focused on diversified portfolios tailored to individual risk tolerance, goals, and time horizon. The firm combines financial planning with systematic investment management, aiming to grow and protect wealth through disciplined, long-term strategies and ongoing personal advice.
Latest 13F Filing Activity
Meredith Wealth Planning filed their most recent 13F report on Sep 30, 2025 disclosing 62 equity positions with a total 13F market value of $316M. The fund increased holdings in American Centy Etf TR, American Centy Etf TR, Dimensional Etf Trust among other positions. Meredith Wealth Planning reduced exposure to Dimensional Etf Trust, Deere & Co., Ea Series Trust among others.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUV | AMERICAN CENTY ETF TR | 18.39% | $58.0M | 583,079 | $79.02 | $99.53 | +$6.5M |
D DUHP | DIMENSIONAL ETF TRUST | 10.49% | $33.1M | 876,421 | $29.74 | $37.77 | +$3.8M |
A AVGV | AMERICAN CENTY ETF TR | 10.15% | $32.0M | 455,200 | $58.51 | $70.34 | +$4.5M |
A AVDV | AMERICAN CENTY ETF TR | 9.29% | $29.3M | 329,207 | $58.80 | $89.03 | +$3.1M |
M MTUM | ISHARES TR | 6.94% | $21.9M | 85,434 | $149.89 | $256.45 | +$965.4K |
Industry Allocation
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