Meridian Wealth Partners
Latest statistics and disclosures from Meridian Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, SCHX, AGG, DFAU, IVW, and represent 50.02% of Meridian Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AGG, IXUS, MBB, DFAS, EFG, SCHO, RKLB, NFLX, VLUE, AXP.
- Started 5 new stock positions in CAT, RKLB, MS, IWF, AXP.
- Reduced shares in these 10 stocks: DFAC (-$6.5M), MUB, VTI, VTEB, DFAX, DFAU, SCHM, GOOGL, SUB, IWM.
- Sold out of its positions in BINC, SCHR, VGVT, VGIT, LIN.
- Meridian Wealth Partners was a net seller of stock by $-15M.
- Meridian Wealth Partners has $726M in assets under management (AUM), dropping by -0.14%.
- Central Index Key (CIK): 0001781942
Tip: Access up to 7 years of quarterly data
Positions held by Meridian Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Meridian Wealth Partners
Meridian Wealth Partners holds 113 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 13.6 | $99M | -6% | 2.5M | 39.59 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 12.6 | $92M | 3.4M | 26.91 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 12.5 | $90M | +5% | 905k | 99.88 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 7.0 | $51M | -2% | 1.1M | 46.80 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.4 | $32M | 260k | 123.26 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 4.2 | $31M | +2% | 268k | 113.92 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.0 | $29M | -6% | 885k | 32.73 |
|
| Ishares Tr Core Msci Total (IXUS) | 3.8 | $27M | +9% | 322k | 84.64 |
|
| Ishares Tr Mbs Etf (MBB) | 3.5 | $26M | +3% | 268k | 95.22 |
|
| Ishares Tr Msci Usa Value (VLUE) | 3.5 | $25M | 184k | 136.73 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.2 | $24M | 895k | 26.23 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.0 | $22M | -2% | 111k | 198.62 |
|
| Ishares Core Msci Emkt (IEMG) | 2.6 | $19M | 281k | 67.22 |
|
|
| Ishares Tr National Mun Etf (MUB) | 2.6 | $19M | -13% | 173k | 107.11 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.3 | $17M | 231k | 71.41 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.7 | $13M | +4% | 520k | 24.37 |
|
| Apple (AAPL) | 1.4 | $10M | -3% | 37k | 271.86 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $9.4M | -5% | 38k | 246.16 |
|
| PPG Industries (PPG) | 1.1 | $8.3M | -2% | 81k | 102.46 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $7.5M | -6% | 71k | 106.70 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.0 | $7.3M | -8% | 242k | 30.07 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $4.8M | -3% | 7.0k | 684.96 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $4.6M | +18% | 66k | 69.67 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $3.6M | -3% | 19k | 186.50 |
|
| Microsoft Corporation (MSFT) | 0.5 | $3.3M | -3% | 6.9k | 483.60 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.3M | -3% | 31k | 73.56 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.1M | -55% | 41k | 50.29 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.9M | -59% | 5.7k | 335.28 |
|
| Home Depot (HD) | 0.3 | $1.9M | 5.5k | 344.07 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.8M | -19% | 2.8k | 627.18 |
|
| Amazon (AMZN) | 0.2 | $1.7M | -4% | 7.5k | 230.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.7M | -26% | 5.3k | 312.97 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.5M | 20k | 75.44 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.5M | 20k | 74.07 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.4M | -3% | 9.6k | 148.69 |
|
| Broadcom (AVGO) | 0.2 | $1.3M | 3.6k | 346.13 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $1.2M | -27% | 1.8k | 660.21 |
|
| Meridian Bank (MRBK) | 0.2 | $1.2M | -7% | 67k | 17.58 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | -4% | 3.6k | 313.80 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | -4% | 6.0k | 173.49 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $996k | -16% | 21k | 46.54 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $975k | -27% | 36k | 27.43 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $968k | -4% | 2.4k | 396.31 |
|
| S&p Global (SPGI) | 0.1 | $926k | 1.8k | 522.70 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $916k | -4% | 2.8k | 322.28 |
|
| Tesla Motors (TSLA) | 0.1 | $894k | -2% | 2.0k | 449.72 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $867k | -5% | 3.4k | 257.94 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $663k | -10% | 5.5k | 120.35 |
|
| Community Bank System (CBU) | 0.1 | $626k | 11k | 57.44 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $616k | 2.9k | 214.16 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $608k | -7% | 3.2k | 190.99 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $602k | -2% | 560.00 | 1074.04 |
|
| Abbvie (ABBV) | 0.1 | $589k | -2% | 2.6k | 228.52 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $571k | +25% | 2.6k | 219.76 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $545k | 2.6k | 209.12 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $545k | 1.8k | 305.63 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $543k | +6% | 1.9k | 290.22 |
|
| Fulton Financial (FULT) | 0.1 | $532k | 28k | 19.33 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $517k | 2.5k | 206.95 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $499k | -3% | 4.5k | 111.41 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $490k | 8.3k | 58.73 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $488k | 10k | 47.08 |
|
|
| Visa Com Cl A (V) | 0.1 | $478k | -2% | 1.4k | 350.62 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $461k | +31% | 612.00 | 753.54 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $455k | -9% | 10k | 44.17 |
|
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.1 | $453k | 18k | 25.01 |
|
|
| Lowe's Companies (LOW) | 0.1 | $422k | -2% | 1.8k | 241.11 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $419k | 859.00 | 487.86 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $416k | -4% | 2.1k | 194.91 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $415k | 1.1k | 373.51 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $413k | 606.00 | 682.23 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $377k | -22% | 13k | 28.48 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $370k | 4.6k | 81.17 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $366k | +5% | 6.6k | 55.00 |
|
| Cisco Systems (CSCO) | 0.1 | $364k | +44% | 4.7k | 77.04 |
|
| Boeing Company (BA) | 0.0 | $362k | +22% | 1.7k | 217.08 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $359k | -6% | 15k | 23.37 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $357k | -2% | 1.9k | 183.37 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $344k | -4% | 602.00 | 571.05 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $334k | +32% | 863.00 | 387.04 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $315k | -13% | 5.0k | 62.47 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $306k | 498.00 | 613.92 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $305k | -8% | 4.1k | 74.17 |
|
| Procter & Gamble Company (PG) | 0.0 | $303k | -16% | 2.1k | 143.31 |
|
| Netflix (NFLX) | 0.0 | $301k | +911% | 3.2k | 93.75 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $295k | -6% | 342.00 | 862.37 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $284k | 1.3k | 227.51 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $283k | NEW | 4.1k | 69.76 |
|
| Philip Morris International (PM) | 0.0 | $277k | -8% | 1.7k | 160.43 |
|
| PNC Financial Services (PNC) | 0.0 | $266k | 1.3k | 208.75 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $260k | +99% | 1.8k | 143.96 |
|
| UnitedHealth (UNH) | 0.0 | $258k | -4% | 781.00 | 329.97 |
|
| Goldman Sachs (GS) | 0.0 | $250k | 284.00 | 880.03 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $249k | 370.00 | 673.82 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $244k | +6% | 1.7k | 143.52 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $244k | 421.00 | 579.45 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $233k | 2.5k | 93.19 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $231k | +6% | 7.7k | 29.89 |
|
| Merck & Co (MRK) | 0.0 | $230k | -15% | 2.2k | 105.28 |
|
| Abbott Laboratories (ABT) | 0.0 | $230k | -16% | 1.8k | 125.31 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $228k | -8% | 1.3k | 177.75 |
|
| Coca-Cola Company (KO) | 0.0 | $226k | +2% | 3.2k | 69.90 |
|
| Ge Aerospace Com New (GE) | 0.0 | $218k | -3% | 709.00 | 307.94 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $218k | 1.9k | 117.21 |
|
|
| American Express Company (AXP) | 0.0 | $216k | NEW | 584.00 | 369.74 |
|
| Automatic Data Processing (ADP) | 0.0 | $215k | -6% | 837.00 | 257.23 |
|
| Caterpillar (CAT) | 0.0 | $214k | NEW | 374.00 | 572.25 |
|
| Morgan Stanley Com New (MS) | 0.0 | $214k | NEW | 1.2k | 177.56 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $213k | NEW | 449.00 | 473.30 |
|
| Prologis (PLD) | 0.0 | $204k | -23% | 1.6k | 127.68 |
|
| Public Service Enterprise (PEG) | 0.0 | $201k | -2% | 2.5k | 80.31 |
|
| Waste Management (WM) | 0.0 | $200k | 910.00 | 219.79 |
|
Past Filings by Meridian Wealth Partners
SEC 13F filings are viewable for Meridian Wealth Partners going back to 2019
- Meridian Wealth Partners 2025 Q4 filed Feb. 13, 2026
- Meridian Wealth Partners 2025 Q3 filed Nov. 13, 2025
- Meridian Wealth Partners 2025 Q2 filed Aug. 13, 2025
- Meridian Wealth Partners 2025 Q1 filed May 13, 2025
- Meridian Wealth Partners 2024 Q4 filed Feb. 11, 2025
- Meridian Wealth Partners 2024 Q3 filed Nov. 8, 2024
- Meridian Wealth Partners 2024 Q2 filed Aug. 12, 2024
- Meridian Wealth Partners 2024 Q1 filed May 10, 2024
- Meridian Wealth Partners 2023 Q3 filed Nov. 3, 2023
- Meridian Wealth Partners 2023 Q2 filed Aug. 2, 2023
- Meridian Wealth Partners 2023 Q1 filed May 4, 2023
- Meridian Wealth Partners 2022 Q4 filed Feb. 14, 2023
- Meridian Wealth Partners 2022 Q3 filed Nov. 14, 2022
- Meridian Wealth Partners 2022 Q2 filed Aug. 15, 2022
- Meridian Wealth Partners 2022 Q1 filed May 13, 2022
- Meridian Wealth Partners 2021 Q4 filed Feb. 15, 2022