Meredith Wealth Planning

RIA/Wealth

Meredith Wealth Planning is a RIA/Wealth based in Cincinnati, OH led by Mark Thomas Meredith, reporting $334.1M in AUM as of Q3 2025 with 94% ETF concentration, 77% concentrated in top 10 holdings, and 18% allocation to AVUV.

Managing PartnerMark Thomas Meredith

Portfolio Value: $315.0M
Positions: 62
Top Holding: AVUV at 18.42%
Last Reported: Q3 2025

Address8370 E. Kemper Road, Cincinnati, OH, 45249, United States

Top Holdings

Largest long holdings in Meredith Wealth Planning's portfolio (76.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Avantis U.S. Small Cap Value AVUV	ETF ETF	$58.0M	18.42%	+$1.7M Bought	— 583.1K shares	Q4 2022 Held for 2y 11m
2 Dimensional US High Profitability DUHP	ETF ETF	$33.1M	10.51%	+$2.0M Bought	— 876.4K shares	Q4 2022 Held for 2y 11m
3 AVGV Avantis All Equity Markets Value AVGV	ETF ETF	$32.0M	10.16%	+$2.3M Bought	— 455.2K shares	Q3 2023 Held for 2y 2m
4 Avantis International Small Cap Value AVDV	ETF ETF	$29.3M	9.30%	-$128.7K Sold	— 329.2K shares	Q4 2022 Held for 2y 11m
5 iShares MSCI USA Momentum Factor MTUM	ETF ETF	$21.9M	6.96%	-$440.3K Sold	— 85.4K shares	Q4 2022 Held for 2y 11m
6 Avantis Emerging Markets Value AVES	ETF ETF	$16.0M	5.07%	+$396.7K Bought	— 278.4K shares	Q4 2022 Held for 2y 11m
7 Dimensional International High Profitability DIHP	ETF ETF	$14.4M	4.57%	+$1.2M Bought	— 473.7K shares	Q4 2022 Held for 2y 11m
8 Avantis All Equity Markets AVGE	ETF ETF	$13.4M	4.25%	+$1.1M Bought	— 160.6K shares	Q1 2023 Held for 2y 8m
9 DFCF Dimensional Core Fixed Income DFCF	ETF ETF	$12.4M	3.94%	+$1.0M Bought	— 290.3K shares	Q4 2022 Held for 2y 11m
10 iShares MSCI Intl Momentum Factor IMTM	ETF ETF	$11.2M	3.56%	-$189.8K Sold	— 234.0K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Meredith Wealth Planning's latest filing

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Market Value

$315.0M

Prior: $275.4M

Q/Q Change

+14.38%

+$39.6M

Net Flows % of MV

+5.99%

Turnover Ratio

3.57%

New Purchases

3 stocks

$1.9M

Added To

31 stocks

+$18.7M

Sold Out Of

1 stocks

$203.2K

Reduced Holdings

19 stocks

-$1.6M

Increased Positions

Position	Shares Δ	Change
1 Tesla, Inc. TSLA	New	0 → 3.2K +$1.4M
2 GLDM SPDR Gold MiniShares Trust GLDM	New	0 → 4.0K +$309.2K
3 JPMorgan Chase JPM	New	0 → 648.0 +$204.4K
4 Nvidia NVDA	+305.29%	5.0K → 20.1K +$2.8M
5 DFNM Dimensional National Municipal Bond DFNM	+149.52%	7.8K → 19.4K +$557.8K

Decreased Positions

Position	Shares Δ	Change
1 Deere & Company DE	Sold	400.0 → 0 −$203.2K
2 Dimensional Ultrashort Fixed Income DUSB	-26.54%	25.8K → 18.9K −$347.6K
3 Alpha Architect U.S. Quantitative Value QVAL	-11.65%	27.8K → 24.6K −$151.2K
4 Broadcom Inc. AVGO	-6.72%	819.0 → 764.0 −$18.1K
5 Alphabet Inc. GOOGL	-5.22%	8.2K → 7.8K −$104.3K