Meredith Wealth Planning
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Meredith Wealth Planning’s Alpha Architect US Equity 2 ETF AAEQ Stock Holding History

Meredith Wealth Planning’s Portfolio AAEQ Stock Details AAEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.44M Sell
44,468
-36,497
-45% -$1.98M 0.61% 22
2026
Q2 		$4.31M Sell
80,965
-307
-0.4% -$15.9K 1.02% 16
2026
Q1 		$3.78M Hold
81,272
– – 1.02% 15
2025
Q4 		$4.01M Buy
+81,272
New +$4.04M 1.19% 14

Other funds holding AAEQ

Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Seed Wealth Management
Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return
Soundwatch Capital
Soundwatch Capital Rowayton, Connecticut $911M AUM 15.27% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
One Degree Advisors
One Degree Advisors San Diego, California $466M AUM 13.31% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Fidelity D&D Bancorp
Fidelity D&D Bancorp Dunmore, Pennsylvania $297M AUM 14.95% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Meredith Wealth Planning's AAEQ Position: Q3 2026 in Review

Meredith Wealth Planning reduced its Alpha Architect US Equity 2 ETF (AAEQ) stake by 45% in Q3 2026, selling an estimated $1.98M and leaving 44,468 shares worth $2.44M. The position accounts for 0.61% of the portfolio, ranked #22.

Meredith Wealth Planning first reported a position in AAEQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.31M in Q2 2026. 23 funds tracked by Wall St. Rank hold AAEQ as of Q3 2026.

  • Meredith Wealth Planning held 44,468 shares of Alpha Architect US Equity 2 ETF worth $2.44M as of Q3 2026.
  • Meredith Wealth Planning sold 36,497 Alpha Architect US Equity 2 ETF shares in Q3 2026, an estimated $1.98M.
  • Alpha Architect US Equity 2 ETF made up 0.61% of Meredith Wealth Planning's portfolio in Q3 2026, its #22 holding.
  • Meredith Wealth Planning first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 4 quarters since.
  • Meredith Wealth Planning's Alpha Architect US Equity 2 ETF position peaked at $4.31M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.