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Meredith Wealth Planning’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Meredith Wealth Planning’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.3M Buy
24,840
+20
+0.1% +$1.04K 0.35% 29
2025
Q4 		$1.21M Buy
24,820
+250
+1% +$11.9K 0.36% 30
2025
Q3 		$1.15M Sell
24,570
-3,241
-12% -$146K 0.36% 31
2025
Q2 		$1.22M Buy
27,811
+123
+0.4% +$5.22K 0.44% 28
2025
Q1 		$1.18M Buy
27,688
+73
+0.3% +$3.25K 0.52% 25
2024
Q4 		$1.23M Buy
27,615
+274
+1% +$12.6K 0.55% 26
2024
Q3 		$1.26M Buy
27,341
+90
+0.3% +$3.96K 0.6% 21
2024
Q2 		$1.17M Buy
27,251
+138
+0.5% +$6.03K 0.61% 22
2024
Q1 		$1.22M Sell
27,113
-896
-3% -$37.1K 0.68% 20
2023
Q4 		$1.13M Buy
28,009
+226
+0.8% +$8.46K 0.71% 19
2023
Q3 		$1.03M Sell
27,783
-1,054
-4% -$38.4K 0.77% 17
2023
Q2 		$998K Sell
28,837
-1,231
-4% -$40.8K 0.81% 14
2023
Q1 		$1.02M Sell
30,068
-215
-0.7% -$7.36K 0.82% 13
2022
Q4 		$974K Buy
+30,283
New +$1.01M 0.84% 14

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Meredith Wealth Planning's QVAL Position: Q1 2026 in Review

Meredith Wealth Planning increased its Alpha Architect US Quantitative Value ETF (QVAL) stake by 0.08% in Q1 2026, buying an estimated $1.04K and bringing the position to 24,840 shares worth $1.3M. The position accounts for 0.35% of the portfolio, ranked #29.

Meredith Wealth Planning first reported a position in QVAL in Q4 2022 and has held it in 14 quarters since. 65 funds tracked by Wall St. Rank hold QVAL as of Q1 2026.

  • Meredith Wealth Planning held 24,840 shares of Alpha Architect US Quantitative Value ETF worth $1.3M as of Q1 2026.
  • Meredith Wealth Planning bought 20 Alpha Architect US Quantitative Value ETF shares in Q1 2026, an estimated $1.04K.
  • Alpha Architect US Quantitative Value ETF made up 0.35% of Meredith Wealth Planning's portfolio in Q1 2026, its #29 holding.
  • Meredith Wealth Planning first reported a position in Alpha Architect US Quantitative Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 65 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2026.

Based on Meredith Wealth Planning's 13F filing for Q1 2026, filed 27 Apr 2026.