Institutional Investor · CIK 0001956471
MEREDITH WEALTH PLANNING
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
79
Total Value
$396.73M
Total Shares
5.14M
Latest Filing
Jul 24, 2026
CIK
0001956471
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 588,447 | $73.41M | 0.2537% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 613,056 | $52.12M | 13.4456% | SH | — | View | |
Dimensional - US High…(DUHP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,189,266 | $49.63M | 0.3973% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 317,877 | $32.76M | 0.1759% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 297,253 | $29.46M | 2.8234% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 289,074 | $18.96M | 2.0260% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 376,067 | $15.87M | 0.1436% | SH | — | View | |
Avantis U.S. Equity ETF(AVUS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 111,324 | $14.26M | 0.1027% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 228,393 | $12.44M | 0.4625% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 180,461 | $8.62M | 0.1232% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 64,643 | $5.77M | 0.0343% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 86,855 | $4.63M | 0.1091% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 104,333 | $4.46M | 0.9242% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 80,965 | $4.31M | 0.8679% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 18,873 | $3.78M | 0.0001% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 18,873 | $3.78M | 0.0001% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,076 | $3.49M | 0.0002% | SH | — | View |
State Street SPDR S&P…(SLYV) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 31,354 | $3.42M | 0.0704% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 8,503 | $3.15M | 0.0001% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 7,548 | $2.70M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 55,527 | $2.68M | 0.1186% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 32,003 | $2.42M | 0.0257% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 39,405 | $2.15M | 0.1963% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 7,181 | $2.08M | 0.0000% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 7,181 | $2.08M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 37,778 | $1.92M | 0.0895% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 24,507 | $1.90M | 0.1544% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 25,177 | $1.76M | 0.0124% | SH | — | View | |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 1,253 | $1.45M | 0.0001% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 1,253 | $1.45M | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 24,883 | $1.38M | 0.2735% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-24 | 3,173 | $1.33M | 0.0001% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-24 | 3,173 | $1.33M | 0.0001% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 5,274 | $1.26M | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 5,274 | $1.26M | 0.0000% | SH | — | View |
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 24,348 | $1.08M | 0.0023% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 1,823 | $1.03M | 0.0001% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 1,823 | $1.03M | 0.0001% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 958 | $1.02M | 0.0002% | SH | — | View |
Caterpillar Inc.(CAT.SW) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 958 | $1.02M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 11,908 | $1.02M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,496 | $981.21K | 0.0012% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 26,476 | $975.39K | 0.0081% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 2,504 | $933.92K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 10,393 | $821.35K | 0.0016% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 7,929 | $798.22K | 0.0008% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,521 | $754.62K | 0.0092% | SH | — | View | |
Dimensional - US Small…(DFSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 15,002 | $581.91K | 0.0075% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 10,752 | $580.80K | 0.0031% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 9,354 | $558.32K | 0.0003% | SH | — | View | |
Riot Platforms, Inc.(RIOT) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-24 | 20,097 | $550.26K | 0.0053% | SH | — | View |
| Technology | Computer Hardware | 2026-06-30 | 2026-07-24 | 552 | $532.54K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,170 | $498.37K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 13,224 | $460.33K | 0.0028% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 3,906 | $442.42K | 0.0000% | SH | — | View |
Global X - MLP…(MLPX) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,985 | $440.86K | 0.0129% | SH | — | View |
Hut 8 Mining Corp.(HUT.TO) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-24 | 3,683 | $425.18K | 0.0030% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 5,132 | $425.15K | 0.0003% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 348 | $417.64K | 0.0000% | SH | — | View |
| Industrials | Engineering & Construction | 2026-06-30 | 2026-07-24 | 209 | $414.55K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 536 | $401.74K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 4,140 | $399.47K | 0.0014% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,447 | $351.61K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 4,197 | $333.33K | 0.0012% | SH | — | View | |
Global X - MLP…(MLPA) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 5,961 | $316.41K | 0.0158% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-24 | 1,160 | $313.59K | 0.0002% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-24 | 1,160 | $313.59K | 0.0002% | SH | — | View |
HBT Financial, Inc.(HBT) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-24 | 9,594 | $306.91K | 0.0264% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 6,081 | $305.85K | 0.0158% | SH | — | View | |
iShares iBonds Dec 2027…(IBDS) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 12,124 | $293.65K | 0.0077% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 700 | $264.43K | 0.0000% | SH | — | View |
Deere & Company(DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 401 | $254.13K | 0.0001% | SH | — | View |
Deere & Company(DCO.DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-24 | 401 | $254.13K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 3,300 | $249.69K | N/A | SH | — | View | |
| Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-24 | 561 | $239.05K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,198 | $236.72K | 0.0007% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-24 | 466 | $233.18K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 636 | $218.73K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 6,890 | $207.87K | 0.0014% | SH | — | View |
Showing 1 to 79 of 79 results
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