Titelia

Holdings of Meredith Wealth Planning

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Net assets
-
Positions
55 in 1 countries
Top ten
83.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1AMERICAN CENTURY INVEST 591,96665.4M $
2DIMENSIONAL ETF TRUST 1,199,62244.1M $
3Avantis International Small Cap Value ETF 313,55531.3M $
4Avantis Emerging Markets Value ETF 285,80817.1M $
5DIMENSIONAL ETF TRUST 350,77814.8M $
6Avantis US Equity ETF 109,99912.2M $
7iShares MSCI USA Momentum Factor ETF 38,6759.3M $
8Avantis International Equity ETF 64,8975.5M $
9ISHARES TRUST 86,4794.2M $
10DFA Dimensional Emerging Mkts High Proftblty ETF 105,0983.6M $
11NVIDIA Corp 18,6983.3M $
12Vanguard S&P 500 ETF 5,2173.1M $
13Vanguard Total Stock Market ETF 9,6973.1M $
14SPDR SERIES TRUST 31,0862.9M $
15DFA Dimensional National Municipal Bond ETF 49,2162.4M $
16Alphabet Inc 7,3532.1M $
17Apple Inc 6,8981.8M $
18VANGUARD MUN BD FD INC 34,9481.7M $
19Dimensional U S Targeted Value ETF 25,1751.6M $
20Avantis International Large Cap Value ETF 18,3721.4M $
21Tesla Inc 3,2181.2M $
22Meta Platforms Inc 1,9981.1M $
23Amazon.com Inc 5,1411.1M $
24DIMENSIONAL ETF TRUST 24,306944.5K $
25Microsoft Corp 2,550944K $
26VANGUARD STAR FUNDS 11,892917K $
27Vanguard Short-Term Corporate Bond ETF 10,563837.3K $
28ISHARES TRUST 7,860791.2K $
29CATERPILLAR INC 980694.3K $
30iShares Trust 5,591662.2K $
31Vanguard 0-3 Month Treasury Bi 8,433638K $
32VanEck Semiconductor ETF 1,496573.6K $
33Dimensional International Value ETF 10,752567.5K $
34Walmart Inc 4,158516.7K $
35VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 9,368506.3K $
36Global X MLP & Energy Infrastructure ETF 5,985442.5K $
37Micron Technology Inc 1,260425.6K $
38SCHWAB STRATEGIC TRUST 13,224403.3K $
39iShares Core MSCI Emerging Markets ETF 5,593390.1K $
40SPDR Gold MiniShares Trust 4,197389K $
41Avantis Emerging Markets Equity ETF 4,555367K $
42Vanguard Information Technology ETF 521363.3K $
43McDonald's Corp 1,159360.2K $
44Eli Lilly & Co 355326.5K $
45Global X MLP ETF 5,961321.1K $
46VANGUARD INDEX FUNDS 1,447314.4K $
47iShares Core S&P 500 ETF 470307.2K $
48Riot Platforms Inc 24,542303.3K $
49iShares iBonds Dec 2027 Term C 11,996290.8K $
50Broadcom Inc 836258.8K $
51HBT Financial Inc 9,594256.4K $
52Deere & Co 400225.5K $
53Vanguard Mid-Cap Value ETF 1,198220.8K $
54VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,224211.8K $
55COMFORT SYSTEMS USA INC 146201.4K $

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Sector breakdown

  • Funds 6.8 %
  • Technology 2.7 %
  • Communication 1.3 %
  • Consumer discretionary 1.1 %
  • Industrials 0.4 %
  • Consumer staples 0.2 %
  • Health care 0.1 %
  • Unattributed 87.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States55249.2M $100.00 %
Cite this page

Titelia. "Holdings of Meredith Wealth Planning". https://titelia.com/en/funds/US13F1956471