Meredith Wealth Planning
- SEC CIK
- 0001956471
- Latest filing
- Jul 24, 2026
The latest 13F from Meredith Wealth Planning covers Q2 2026 (filed Jul 24, 2026): 74 long positions worth $423.7M. The top 10 holdings make up 76.6% of the portfolio, and the largest is American Centy ETF Tr at 17.3%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 6
- Est. +$1.64M
- Added
- 32
- Est. +$16.4M
- Reduced
- 22
- Est. −$2.15M
- Sold out
- 2
- Est. −$1.96M
Top 5 holdings
Share of this quarter's portfolio value
- American Centy ETF Tr02507287717.3%$73.4M
- Avantis All Equity Markets Value ETF02507221612.3%$52.1M
- Dimensional ETF Trust25434V83111.7%$49.6M
- American Centy ETF Tr0250728027.7%$32.8M
- American Centy ETF Tr0250722327.0%$29.5M
Biggest buys
New and added positions, by estimated amount bought
- Avantis All Equity Markets Value ETF025072216+$6.67MAdded
- American Centy ETF Tr025072232+$1.85MAdded
- Vanguard Instl Index FD922040845+$1.78MAdded
- Dimensional ETF Trust25434V583+$1.66MAdded
- Dimensional ETF Trust25434V872+$1.07MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Avantis All Equity Markets Value ETF025072216+1.07 pp11.2% → 12.3%
- iShares MSCI USA Momentum Factor ETF46432F396+0.62 pp2.5% → 3.1%
- Vanguard Instl Index FD922040845+0.40 pp0.2% → 0.6%
- American Centy ETF Tr025072232+0.31 pp6.6% → 7.0%
- HUTHut 8 Corp.
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Mun BD FDS922907746−$1.74MSold out
- Vanguard Morningstar Total Stock Market ETF922908769−$441.8KReduced
- American Centy ETF Tr025072877−$439.0KReduced
- Dimensional ETF Trust25434V831−$432.2KReduced
- Vanguard Energy ETF92204A306−$211.8KSold out
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Mun BD FDS922907746−0.47 pp0.5% → 0.0%
- American Centy ETF Tr025072877−0.39 pp17.7% → 17.3%
- Dimensional ETF Trust25434V831−0.23 pp11.9% → 11.7%
- American Centy ETF Tr025072703−0.13 pp1.5% → 1.4%
- Dimensional ETF Trust25434V567−0.12 pp0.6% → 0.5%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $423.7M
- +$54.6M (+14.8%) vs. prior quarter
- Positions
- 74
- +4 vs. prior quarter
- Top 10 concentration
- 76.6%
- Top 10 as share of value
- Turnover
- 1.0%
- Q2 2026, one quarter
- Average holding period
- 13.5 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.
13F filings by quarter
15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $423.7M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 24, 2026 | 74 | $423.7M | American Centy ETF TrAvantis All Equity Markets Value ETFDimensional ETF Trust | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 27, 2026 | 70 | $369.1M | American Centy ETF TrDimensional ETF TrustAvantis All Equity Markets Value ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 16, 2026 | 62 | $335.9M | American Centy ETF TrAvantis All Equity Markets Value ETFDimensional ETF Trust | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 21, 2025 | 63 | $315.5M | American Centy ETF TrDimensional ETF TrustAvantis All Equity Markets Value ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 16, 2025 | 60 | $275.4M | American Centy ETF TrDimensional ETF TrustAvantis All Equity Markets Value ETF | vs. Q1 2025 | SEC |
| Q1 2025 | May 8, 2025 | 51 | $226.7M | American Centy ETF TrDimensional ETF TrustAvantis All Equity Markets Value ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 31, 2025 | 51 | $224.4M | American Centy ETF TrDimensional ETF TrustAvantis All Equity Markets Value ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 18, 2024 | 46 | $209.5M | American Centy ETF TrDimensional ETF TrustAvantis All Equity Markets Value ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 24, 2024 | 44 | $190.9M | American Centy ETF TrDimensional ETF TrustAvantis All Equity Markets Value ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 23, 2024 | 41 | $179.2M | American Centy ETF TrDimensional ETF TrustAmerican Centy ETF Tr | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 25, 2024 | 43 | $160.9M | American Centy ETF TrAmerican Centy ETF TrDimensional ETF Trust | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 16, 2023 | 42 | $134.5M | American Centy ETF TriShares MSCI USA Momentum Factor ETFAmerican Centy ETF Tr | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 14, 2023 | 39 | $122.9M | American Centy ETF TriShares MSCI USA Momentum Factor ETFAmerican Centy ETF Tr | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 24, 2023 | 61 | $124.2M | American Centy ETF TriShares MSCI USA Momentum Factor ETFAmerican Centy ETF Tr | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 1, 2023 | 60 | $116.1M | American Centy ETF TriShares MSCI USA Momentum Factor ETFAmerican Centy ETF Tr | – | SEC |