MWP
AAUA

Meredith Wealth Planning’s Alpha Architect US Equity 3 ETF AAUA Stock Holding History

Meredith Wealth Planning’s Portfolio AAUA Stock Details AAUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Hold
19,556
– – 0.26% 33
2026
Q1 		$957K Buy
+19,556
New +$954K 0.26% 33

Other funds holding AAUA

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return

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

Meredith Wealth Planning held its Alpha Architect US Equity 3 ETF (AAUA) position steady in Q2 2026 at 19,556 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #33.

Meredith Wealth Planning first reported a position in AAUA in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold AAUA as of Q2 2026.

  • Meredith Wealth Planning held 19,556 shares of Alpha Architect US Equity 3 ETF worth $1.11M as of Q2 2026.
  • Meredith Wealth Planning left its Alpha Architect US Equity 3 ETF share count unchanged in Q2 2026.
  • Alpha Architect US Equity 3 ETF made up 0.26% of Meredith Wealth Planning's portfolio in Q2 2026, its #33 holding.
  • Meredith Wealth Planning first reported a position in Alpha Architect US Equity 3 ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Alpha Architect US Equity 3 ETF as of Q2 2026.

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