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Mark Meredith

Meredith Wealth Planning

Assets Managed
$369.114M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
9.9%(2Q avg: 8.18%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Meredith Wealth Planning's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 369.114M in assets, with a quarterly growth rate of 9.9% and a 2-quarter average growth rate of 8.18%. The portfolio is managed by Mark Meredith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 1.44%
17.72%
$65.395M
591,966 shares@ $110.48 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 36.92%
11.95%
$44.098M
1.2M shares@ $36.76 avg price
AVGV
Avantis All Eq Mkts Val Etf
Recent Activity
Increased 16.15%
11.23%
$41.451M
534,577 shares@ $77.54 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -2.73%
8.49%
$31.312M
313,555 shares@ $99.87 avg price
AVGE
Avantis All Eqty Mrkts Etf
Recent Activity
Increased 19.73%
6.65%
$24.522M
278,601 shares@ $88.03 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 47.83%
6.32%
$23.311M
723,499 shares@ $32.22 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
Increased 2.02%
4.65%
$17.143M
285,808 shares@ $59.98 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 16.39%
4.02%
$14.81M
350,778 shares@ $42.22 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 22.74%
3.32%
$12.23M
109,999 shares@ $111.18 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 49.85%
2.9%
$10.682M
197,859 shares@ $53.99 avg price

1-10 of 70