Meredith Wealth Planning holds a focused book of 74 reported positions worth $423.7M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Hut 8 Corp and trimmed Avantis US Small Cap Value. Their largest long position is Avantis US Small Cap Value at 17% of the reported non-option book. Cloning the disclosed picks since 2024 would be +36% (+17.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Meredith Wealth Planning is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.8 points over this window.
Growth of $10,000 cloning Meredith Wealth Planning's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Meredith Wealth Planning
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 74 | $2.9B |
| Swiss Re Ltd | 17 / 74 | $1.0B |
| HFM Investment Advisors, LLC | 33 / 74 | $253.4M |
| Wolfstich Capital, LLC | 7 / 74 | $111.6M |
| Draper Asset Management, LLC | 7 / 74 | $165.9M |
| Red Lighthouse Investment Management, LLC | 27 / 74 | $279.6M |
| Agave Capital Management Ltd | 7 / 74 | $751.9M |
| Dumac, Inc. | 7 / 74 | $891.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Meredith Wealth Planning: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US SML CP VALU | $73.4M | 588.4K | 17.3% | ▼−0.6% Reduced · −4K sh | |
| 2 | American Centy ETF TR AVANTIS ALL EQT | $52.1M | 613.1K | 12.3% | ▲+15% Added · +78K sh | |
| 3 | Dimensional ETF Trust US HIGH PROF ETF | $49.6M | 1.19M | 11.7% | ▼−0.9% Reduced · −10K sh | |
| 4 | American Centy ETF TR INTL SMCP VLU | $32.8M | 317.9K | 7.7% | ▲+1.4% Added · +4K sh | |
| 5 | American Centy ETF TR AVANTIS ALL EQT | $29.5M | 297.3K | 7.0% | ▲+6.7% Added · +19K sh | |
| 6 | Dimensional ETF Trust INTL HIGH PROFIT | $24.9M | 729.5K | 5.9% | ▲+0.8% Added · +6K sh | |
| 7 | American Centy ETF TR EMERGING MKT VAL | $19.0M | 289.1K | 4.5% | ▲+1.1% Added · +3K sh | |
| 8 | Dimensional ETF Trust CORE FIXE IN ETF | $15.9M | 376.1K | 3.7% | ▲+7.2% Added · +25K sh | |
| 9 | American Centy ETF TR US EQT ETF | $14.3M | 111.3K | 3.4% | ▲+1.2% Added · +1K sh | |
| 10 | Ishares TR MSCI USA MMENTM | $13.3M | 38.7K | 3.1% | ▲+0.1% Added · +25 sh | |
| 11 | Dimensional ETF Trust GLOB CO PLUS ETF | $12.4M | 228.4K | 2.9% | ▲+15% Added · +31K sh | |
| 12 | Dimensional ETF Trust SHOR DUR FIX ETF | $8.6M | 180.5K | 2.0% | ▲+13% Added · +20K sh | |
| 13 | American Centy ETF TR INTL EQT ETF | $5.8M | 64.6K | 1.4% | ▼−0.4% Reduced · −254 sh | |
| 14 | Ishares TR MSCI INTL MOMENT | $4.6M | 86.9K | 1.1% | ▲+0.4% Added · +376 sh | |
| 15 | Dimensional ETF Trust EMERGING MKTS HI | $4.5M | 104.3K | 1.1% | ▼−0.7% Reduced · −765 sh | |
| 16 | Ea Series Trust ALPHA ARCHITECT | $4.3M | 81.0K | 1.0% | ▼−0.4% Reduced · −307 sh | |
| 17 | Nvidia Corporation COM | $3.8M | 18.9K | 0.9% | ▲+0.9% Added · +175 sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $3.5M | 5.1K | 0.8% | ▼−2.7% Reduced · −141 sh | |
| 19 | SPDR Series Trust ST STR SP600SM C | $3.4M | 31.4K | 0.8% | ▲+0.9% Added · +268 sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $3.1M | 8.5K | 0.7% | ▼−12% Reduced · −1K sh | |
| 21 | Alphabet Inc CAP STK CL A | $2.7M | 7.5K | 0.6% | ▲+2.6% Added · +195 sh | |
| 22 | Dimensional ETF Trust NATL MUN BD ETF | $2.7M | 55.5K | 0.6% | ▲+13% Added · +6K sh | |
| 23 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $2.4M | 32.0K | 0.6% | ▲+279% Added · +24K sh | |
| 24 | Dimensional ETF Trust GLOBAL CR ETF | $2.2M | 39.4K | 0.5% | ▼−8.0% Reduced · −3K sh | |
| 25 | Apple Inc COM | $2.1M | 7.2K | 0.5% | ▲+4.1% Added · +283 sh | |
| 26 | Dimensional ETF Trust ULTR FIX INC ETF | $1.9M | 37.8K | 0.5% | ▲+4.1% Added · +1K sh | |
| 27 | American Centy ETF TR INTERNATIONAL LR | $1.9M | 24.5K | 0.4% | ▲+33% Added · +6K sh | |
| 28 | Dimensional ETF Trust US TARGETED VLU | $1.8M | 25.2K | 0.4% | ▲~0% Added · +2 sh | |
| 29 | Micron Technology Inc COM | $1.4M | 1.3K | 0.3% | ▼−0.6% Reduced · −7 sh | |
| 30 | Ea Series Trust US QUAN VALUE | $1.4M | 24.9K | 0.3% | ▲+0.2% Added · +43 sh | |
| 31 | Tesla Inc COM | $1.3M | 3.2K | 0.3% | ▼−1.4% Reduced · −45 sh | |
| 32 | Amazon Com Inc COM | $1.3M | 5.3K | 0.3% | ▲+2.6% Added · +133 sh | |
| 33 | Ea Series Trust ALPHA ARCHITECT | $1.1M | 19.6K | 0.3% | —Held | |
| 34 | Dimensional ETF Trust US COR EQU 2 ETF | $1.1M | 24.3K | 0.3% | ▲+0.2% Added · +42 sh | |
| 35 | Meta Platforms Inc CL A | $1.0M | 1.8K | 0.2% | ▼−8.8% Reduced · −175 sh | |
| 36 | Caterpillar Inc COM | $1.0M | 958 | 0.2% | ▼−2.2% Reduced · −22 sh | |
| 37 | Vanguard Star FDS VG TL INTL STK F | $1.0M | 11.9K | 0.2% | ▲+0.1% Added · +16 sh | |
| 38 | Vaneck ETF Trust SEMICONDUCTR ETF | $981K | 1.5K | 0.2% | —Held | |
| 39 | Dimensional ETF Trust WORLD EX US CORE | $975K | 26.5K | 0.2% | ▲+1.1% Added · +281 sh | |
| 40 | Microsoft Corp COM | $934K | 2.5K | 0.2% | ▼−1.8% Reduced · −46 sh | |
| 41 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $821K | 10.4K | 0.2% | ▼−1.6% Reduced · −170 sh | |
| 42 | Ishares TR 0-3 MTH TREASURY | $798K | 7.9K | 0.2% | ▲+0.9% Added · +69 sh | |
| 43 | Ishares TR SP SMCP600VL ETF | $755K | 5.5K | 0.2% | ▼−1.3% Reduced · −70 sh | |
| 44 | Dimensional ETF Trust US SMALL CAP ETF | $582K | 15.0K | 0.1% | ▲+0.3% Added · +52 sh | |
| 45 | Dimensional ETF Trust INTERNATNAL VAL | $581K | 10.8K | 0.1% | —Held | |
| 46 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $558K | 9.4K | 0.1% | ▼−0.1% Reduced · −14 sh | |
| 47 | Riot Platforms Inc COM | $550K | 20.1K | 0.1% | ▼−18% Reduced · −4K sh | |
| 48 | Seagate Technology HLDNGS PL ORD SHS | $533K | 552 | 0.1% | —Held | |
| 49 | Vanguard World FD INF TECH ETF | $498K | 4.2K | 0.1% | ▲+700% Added · +4K sh | |
| 50 | Schwab Strategic TR US LCAP VA ETF | $460K | 13.2K | 0.1% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Meredith Wealth Planning's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 74 | $423.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 70 | $369.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 62 | $335.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 63 | $315.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 16d | 60 | $275.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 38d | 51 | $226.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 31d | 51 | $224.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 50 | $209.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.