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Meredith Wealth Planning
hedge fundUpdated 22 days agoManaged by Meredith Wealth Planning • Latest filing Q3 2026
Portfolio value
$400.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
27.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $315.5M |
| Q4 2025 | $335.9M |
| Q1 2026 | $369.1M |
| Q2 2026 | $423.7M |
| Q3 2026 | $400.6M |
Top holdings
80 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $69.1M | 587.1K | 17.26% | Trimmed(-0.2%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $57.3M | 679.4K | 14.31% | Added(+10.8%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $34.3M | 314.0K | 8.57% | Trimmed(-1.2%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $30.3M | 307.7K | 7.55% | Added(+3.5%) |
| 5 | $27.2M | 480.2K | 6.79% | — | |
| 6 | $24.2M | 718.6K | 6.04% | Trimmed(-1.5%) | |
| 7 | ? N/A AMERICAN CENTY ETF TR | $18.9M | 290.3K | 4.72% | Added(+0.4%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $16.2M | 312.8K | 4.05% | Added(+37.0%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $14.2M | 111.2K | 3.56% | Trimmed(-0.1%) |
| 10 | $12.1M | 38.2K | 3.02% | Trimmed(-1.4%) | |
| 11 | $11.1M | 193.7K | 2.78% | — | |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $8.2M | 176.8K | 2.05% | Trimmed(-2.0%) |
| 13 | ? N/A AMERICAN CENTY ETF TR | $6.1M | 67.6K | 1.52% | Added(+4.5%) |
| 14 | $4.6M | 86.7K | 1.14% | Trimmed(-0.2%) | |
| 15 | $4.1M | 17.9K | 1.02% | Trimmed(-4.9%) | |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $3.9M | 95.5K | 0.98% | Trimmed(-8.5%) |
| 17 | $3.1M | 30.7K | 0.78% | Trimmed(-2.2%) | |
| 18 | $3.1M | 77.1K | 0.77% | Trimmed(-79.5%) | |
| 19 | $2.6M | 7.4K | 0.64% | Trimmed(-1.4%) | |
| 20 | $2.5M | 33.4K | 0.63% | Added(+4.4%) |