Meredith Wealth Planning holds a focused book of 74 stocks worth $423.7M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +33% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1956471/holdings"
Use Arkolith to show Meredith Wealth Planning's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.7 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Meredith Wealth Planning
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farther Finance Advisors, LLC | 76 / 74 | $3.3B |
| LPL Financial LLC | 75 / 74 | $64.5B |
| OSAIC HOLDINGS, INC. | 74 / 74 | $14.6B |
| JPMORGAN CHASE & CO | 73 / 74 | $414.7B |
| ROYAL BANK OF CANADA | 73 / 74 | $123.2B |
| NewEdge Advisors, LLC | 73 / 74 | $6.7B |
| MORGAN STANLEY | 72 / 74 | $427.8B |
| WELLS FARGO & COMPANY/MN | 72 / 74 | $119.2B |
Ranked by how many of Meredith Wealth Planning's top 74 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 74 | $423.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 70 | $369.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 62 | $335.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 63 | $315.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 60 | $275.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 51 | $226.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 51 | $224.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 50 | $209.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.