MWP
AAEQ

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
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

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
SWM
Sherman Wealth Management Gaithersburg, Maryland $133M AUM
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Meredith Wealth Planning's AAEQ Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Alpha Architect US Equity 2 ETF (AAEQ) stake by 0.38% in Q2 2026, selling an estimated $15.9K and leaving 80,965 shares worth $4.31M. The position accounts for 1.02% of the portfolio, ranked #16.

Meredith Wealth Planning first reported a position in AAEQ in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold AAEQ as of Q2 2026.

  • Meredith Wealth Planning held 80,965 shares of Alpha Architect US Equity 2 ETF worth $4.31M as of Q2 2026.
  • Meredith Wealth Planning sold 307 Alpha Architect US Equity 2 ETF shares in Q2 2026, an estimated $15.9K.
  • Alpha Architect US Equity 2 ETF made up 1.02% of Meredith Wealth Planning's portfolio in Q2 2026, its #16 holding.
  • Meredith Wealth Planning first reported a position in Alpha Architect US Equity 2 ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Alpha Architect US Equity 2 ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.