Meredith Wealth Planning
Annual return '25
-18.9%
SPY '25
+17.7%
Alpha
-36.6ptsvs SPY
Invested
$738.2M
Holdings
70
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 583.1k shares)
17.7%
02
$DUHP
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 876.4k shares)
12.0%
03
$AVGV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 455.2k shares)
11.2%
04
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 329.2k shares)
8.5%
05
$AVGE
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 160.6k shares)
6.6%
06
$DIHP
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 473.7k shares)
6.3%
07
$AVES
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 278.4k shares)
4.6%
08
$DFCF
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 290.3k shares)
4.0%
09
$AVUS
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 91.8k shares)
3.3%
10
$DFGP
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 92.8k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.