MWP
AAUS

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

Meredith Wealth Planning’s Portfolio AAUS Stock Details AAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,476
Closed -$512K – 66
2025
Q3 		$512K Buy
+9,476
New +$492K 0.16% 42

Other funds holding AAUS

CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return

Meredith Wealth Planning's AAUS Position: Q4 2025 in Review

Meredith Wealth Planning sold out of Alpha Architect US Equity ETF (AAUS) in Q4 2025, closing a stake of 9,476 shares — an estimated $512K sold.

Meredith Wealth Planning first reported a position in AAUS in Q3 2025 and held it in 1 quarter. The position peaked at $512K in Q3 2025. 27 funds tracked by Wall St. Rank hold AAUS as of Q4 2025.

  • Meredith Wealth Planning reported no remaining Alpha Architect US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Meredith Wealth Planning sold 9,476 Alpha Architect US Equity ETF shares in Q4 2025, an estimated $512K.
  • Meredith Wealth Planning first reported a position in Alpha Architect US Equity ETF in Q3 2025 and held it in 1 quarter.
  • Meredith Wealth Planning's Alpha Architect US Equity ETF position peaked at $512K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Alpha Architect US Equity ETF as of Q4 2025.

Based on Meredith Wealth Planning's 13F filing for Q4 2025, filed 16 Jan 2026.