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Mark Meredith

Meredith Wealth Planning

Assets Managed
$423.708M
Holdings
74
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
14.8%(2Q avg: 12.35%)
Sustained Growth
12 quarters

Portfolio positions

This chart displays the top 10 holdings in Meredith Wealth Planning's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Meredith Wealth Planning over the past 10 years (40 quarters) show continuous growth in total asset value over the last 12 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 423.708M in assets, with a quarterly growth rate of 14.8% and a 2-quarter average growth rate of 12.35%. The portfolio is managed by Mark Meredith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -0.59%
17.33%
$73.415M
588,447 shares@ $124.77 avg price
AVGV
Avantis All Eq Mkts Val Etf
Recent Activity
Increased 14.69%
12.31%
$52.122M
613,056 shares@ $85.03 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -0.86%
11.72%
$49.628M
1.189M shares@ $41.74 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 1.38%
7.74%
$32.757M
317,877 shares@ $103.06 avg price
AVGE
Avantis All Eqty Mrkts Etf
Recent Activity
Increased 6.7%
6.96%
$29.458M
297,253 shares@ $99.1 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 0.84%
5.88%
$24.895M
729,518 shares@ $34.13 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
Increased 1.15%
4.48%
$18.963M
289,074 shares@ $65.61 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 7.21%
3.75%
$15.874M
376,067 shares@ $42.22 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 1.21%
3.37%
$14.258M
111,324 shares@ $128.09 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 0.07%
3.14%
$13.267M
38,700 shares@ $342.83 avg price

1-10 of 74