# EDGAR Filing Document

**Accession Number:** 0001956471
**File Stem:** 0001956471-25-000006
**Filing Date:** 2025-7
**Character Count:** 9995
**Document Hash:** d1702eda7a7b514a5973a37dd67a7eca
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001956471-25-000006.hdr.sgml**: 20250716

**ACCESSION NUMBER**: 0001956471-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250716

**DATE AS OF CHANGE**: 20250716

**EFFECTIVENESS DATE**: 20250716

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Meredith Wealth Planning
- **CENTRAL INDEX KEY:** 0001956471

**ORGANIZATION NAME:**
- **EIN:** 832636641
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22785
- **FILM NUMBER:** 251127257

**BUSINESS ADDRESS:**
- **STREET 1:** 6300 E MAIN ST
- **CITY:** MARYVILLE
- **STATE:** IL
- **ZIP:** 62062
- **BUSINESS PHONE:** 6187446755

**MAIL ADDRESS:**
- **STREET 1:** 6300 E MAIN ST
- **CITY:** MARYVILLE
- **STATE:** IL
- **ZIP:** 62062

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Meredith Wealth Planning<br>**Address:** 6300 E MAIN ST<br>MARYVILLE, IL 62062

**Form 13F File Number:** 028-22785

**CRD Number (if applicable):** 000300019

**SEC File Number (if applicable):** 801-122113

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mark Meredith<br>**Title:** Managing Principal CCO<br>**Phone:** 6187446755

**Signature, Place, and Date of Signing:**

Mark Meredith  Maryville, IL  07-16-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $275395261

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 26214201 | 330653 | SH |  | SOLE |  | 104814 | 0 | 225840 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 51526029 | 565599 | SH |  | SOLE |  | 175894 | 0 | 389705 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 |  | 10870796 | 237925 | SH |  | SOLE |  | 22520 | 0 | 215405 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 20944027 | 87151 | SH |  | SOLE |  | 5303 | 0 | 81848 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 |  | 14534317 | 271441 | SH |  | SOLE |  | 78912 | 0 | 192529 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 2694275 | 36404 | SH |  | SOLE |  | 7557 | 0 | 28847 |
| CATERPILLAR INC | COM | 149123101 |  | 458099 | 1180 | SH |  | SOLE |  | 25 | 0 | 1155 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 11243386 | 266053 | SH |  | SOLE |  | 73488 | 0 | 192565 |
| HBT FINL INC. | COM | 404111106 |  | 241865 | 9594 | SH |  | SOLE |  | 0 | 0 | 9594 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 12836971 | 435299 | SH |  | SOLE |  | 289306 | 0 | 145993 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 3065693 | 63855 | SH |  | SOLE |  | 29937 | 0 | 33918 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 526575 | 10646 | SH |  | SOLE |  | 503 | 0 | 10143 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 929271 | 11689 | SH |  | SOLE |  | 0 | 0 | 11689 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072216 |  | 27549782 | 422349 | SH |  | SOLE |  | 268710 | 0 | 153639 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 25434V757 |  | 2682465 | 95802 | SH |  | SOLE |  | 50986 | 0 | 44817 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 29321647 | 824568 | SH |  | SOLE |  | 557717 | 0 | 266851 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 3894423 | 71470 | SH |  | SOLE |  | 71470 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 |  | 11380224 | 146880 | SH |  | SOLE |  | 143858 | 0 | 3022 |
| AMAZON COM INC | COM | 023135106 |  | 1285406 | 5859 | SH |  | SOLE |  | 4559 | 0 | 1300 |
| ISHARES TR | CORE S ETF | 464287200 |  | 290324 | 468 | SH |  | SOLE |  | 61 | 0 | 407 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 413189 | 16409 | SH |  | SOLE |  | 13404 | 0 | 3006 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 8333518 | 82657 | SH |  | SOLE |  | 13052 | 0 | 69605 |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 |  | 2099786 | 38720 | SH |  | SOLE |  | 38720 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 312517 | 471 | SH |  | SOLE |  | 0 | 0 | 471 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2629429 | 4629 | SH |  | SOLE |  | 3583 | 0 | 1046 |
| WALMART INC | COM | 931142103 |  | 641143 | 6557 | SH |  | SOLE |  | 5351 | 0 | 1206 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 350396 | 5837 | SH |  | SOLE |  | 1107 | 0 | 4730 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1447445 | 8213 | SH |  | SOLE |  | 5552 | 0 | 2661 |
| APPLE INC | COM | 037833100 |  | 2008223 | 9788 | SH |  | SOLE |  | 5639 | 0 | 4149 |
| MICROSOFT CORP | COM | 594918104 |  | 1198334 | 2409 | SH |  | SOLE |  | 1713 | 0 | 696 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3012106 | 9911 | SH |  | SOLE |  | 7643 | 0 | 2268 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 1309043 | 25794 | SH |  | SOLE |  | 24982 | 0 | 812 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 267659 | 551 | SH |  | SOLE |  | 327 | 0 | 224 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 2424353 | 30396 | SH |  | SOLE |  | 8284 | 0 | 22112 |
| EA SERIES TRUST | US QUAN VALUE | 02072L102 |  | 1223959 | 27811 | SH |  | SOLE |  | 735 | 0 | 27076 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 845119 | 23580 | SH |  | SOLE |  | 23580 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 203158 | 400 | SH |  | SOLE |  | 190 | 0 | 210 |
| ELI LILLY  CO | COM | 532457108 |  | 280982 | 360 | SH |  | SOLE |  | 171 | 0 | 189 |
| RIOT PLATFORMS INC | COM | 767292105 |  | 226475 | 20042 | SH |  | SOLE |  | 16325 | 0 | 3717 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1383675 | 1875 | SH |  | SOLE |  | 571 | 0 | 1303 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 783041 | 4956 | SH |  | SOLE |  | 1225 | 0 | 3731 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 831747 | 12039 | SH |  | SOLE |  | 11730 | 0 | 309 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 282818 | 11653 | SH |  | SOLE |  | 6278 | 0 | 5375 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 1129637 | 18151 | SH |  | SOLE |  | 18151 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 200271 | 561 | SH |  | SOLE |  | 561 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 337657 | 1156 | SH |  | SOLE |  | 224 | 0 | 932 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 1281702 | 23753 | SH |  | SOLE |  | 9924 | 0 | 13829 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 1512485 | 15021 | SH |  | SOLE |  | 6787 | 0 | 8234 |
| BROADCOM INC | COM | 11135F101 |  | 225757 | 819 | SH |  | SOLE |  | 819 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 555111 | 5580 | SH |  | SOLE |  | 3302 | 0 | 2277 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 368787 | 7775 | SH |  | SOLE |  | 5642 | 0 | 2133 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 419714 | 1505 | SH |  | SOLE |  | 1505 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1622714 | 33096 | SH |  | SOLE |  | 0 | 0 | 33096 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 748301 | 25478 | SH |  | SOLE |  | 25478 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 436480 | 14831 | SH |  | SOLE |  | 8617 | 0 | 6214 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 461172 | 10768 | SH |  | SOLE |  | 10768 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 365908 | 13224 | SH |  | SOLE |  | 13224 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 208206 | 1266 | SH |  | SOLE |  | 1266 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 288030 | 1477 | SH |  | SOLE |  | 1477 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 |  | 235438 | 5657 | SH |  | SOLE |  | 0 | 0 | 5657 |

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