Institutional Fund
Meredith Wealth Planning
Maryville, ILCIK 19564715 filings on record
Portfolio Value
$369.11M
Q1 2026
Holdings
70
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+9.9%
from $335.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr17.7%
- Dimensional ETF Trust11.9%
- American Centy ETF Tr11.2%
- American Centy ETF Tr8.5%
- American Centy ETF Tr6.6%
- Dimensional ETF Trust6.3%
- Other37.7%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 592.0K | $65.39M | 17.7% | +8.4K | Added |
| 2 | Dimensional ETF Trust | 1.20M | $44.10M | 11.9% | +323.4K | Added |
| 3 | American Centy ETF Tr | 534.6K | $41.45M | 11.2% | +74.3K | Added |
| 4 | American Centy ETF Tr | 313.6K | $31.31M | 8.5% | −8.8K | Reduced |
| 5 | American Centy ETF Tr | 278.6K | $24.52M | 6.6% | +45.9K | Added |
| 6 | Dimensional ETF Trust | 723.5K | $23.31M | 6.3% | +234.1K | Added |
| 7 | American Centy ETF Tr | 285.8K | $17.14M | 4.6% | +5.7K | Added |
| 8 | Dimensional ETF Trust | 350.8K | $14.81M | 4.0% | +49.4K | Added |
| 9 | American Centy ETF Tr | 110.0K | $12.23M | 3.3% | +20.4K | Added |
| 10 | Dimensional ETF Trust | 197.9K | $10.68M | 2.9% | +65.8K | Added |
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