SEC Form 13F

Meredith Wealth Planning 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$423,707,713
Positions74

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$73,414,710588,447
AMERICAN CENTY ETF TRAVGVAVANTIS ALL EQT$52,122,029613,056
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$49,628,0781,189,266
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$32,757,261317,877
AMERICAN CENTY ETF TRAVGEAVANTIS ALL EQT$29,457,745297,253
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$24,894,803729,518
AMERICAN CENTY ETF TRAVESEMERGING MKT VAL$18,963,274289,074
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$15,873,796376,067
AMERICAN CENTY ETF TRAVUSUS EQT ETF$14,258,439111,324
ISHARES TRMTUMMSCI USA MMENTM$13,267,35338,700

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page