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 49.59% of Meridian Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$12M), IVW (+$11M), EFG (+$5.9M), EFV, AGG, IEMG, IXUS, MBB, QUAL, VLUE.
- Started 8 new stock positions in UNH, APP, Vanguard Malvern Fds, MRK, QQQ, VYM, TMO, GE.
- Reduced shares in these 10 stocks: DFAU (-$33M), PPG, DFAC, NVDA, MRBK, MUB, JPM, ABBV, STBA, WFC.
- Sold out of its positions in DIS, GEV, IYW, STBA, NOW, TSM.
- Meridian Wealth Partners was a net seller of stock by $-5.6M.
- Meridian Wealth Partners has $727M in assets under management (AUM), dropping by 5.34%.
- Central Index Key (CIK): 0001781942
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Portfolio Holdings for Meridian Wealth Partners
Meridian Wealth Partners holds 113 positions in its portfolio as reported in the September 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) | 14.1 | $102M | 2.7M | 38.57 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 12.4 | $90M | +15% | 3.4M | 26.34 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 11.9 | $86M | +4% | 859k | 100.25 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 7.0 | $51M | -39% | 1.1M | 45.76 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.3 | $31M | +56% | 258k | 120.72 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 4.1 | $30M | +24% | 263k | 113.88 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.1 | $30M | 946k | 31.38 |
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| Ishares Tr Mbs Etf (MBB) | 3.4 | $25M | +4% | 260k | 95.15 |
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| Ishares Tr Core Msci Total (IXUS) | 3.4 | $24M | +5% | 295k | 82.58 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.2 | $23M | 898k | 25.71 |
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| Ishares Tr Msci Usa Value (VLUE) | 3.1 | $23M | +3% | 182k | 125.05 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.0 | $22M | +4% | 113k | 194.50 |
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| Ishares Tr National Mun Etf (MUB) | 2.9 | $21M | -3% | 200k | 106.49 |
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| Ishares Core Msci Emkt (IEMG) | 2.6 | $19M | +16% | 285k | 65.92 |
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| Ishares Tr Eafe Value Etf (EFV) | 2.2 | $16M | +40% | 235k | 67.83 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.7 | $12M | +5% | 498k | 24.40 |
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| Apple (AAPL) | 1.3 | $9.8M | -4% | 39k | 254.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $9.7M | 40k | 241.96 |
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| PPG Industries (PPG) | 1.2 | $8.7M | -35% | 82k | 105.11 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.1 | $8.0M | -4% | 75k | 106.78 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.1 | $7.9M | -2% | 266k | 29.64 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $4.8M | -9% | 7.2k | 669.31 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $4.7M | 93k | 50.07 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $4.5M | 14k | 328.17 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.5 | $3.8M | +16% | 56k | 68.46 |
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| Microsoft Corporation (MSFT) | 0.5 | $3.7M | -9% | 7.1k | 517.96 |
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| NVIDIA Corporation (NVDA) | 0.5 | $3.7M | -29% | 20k | 186.58 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.3M | -9% | 33k | 71.37 |
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| Home Depot (HD) | 0.3 | $2.2M | -10% | 5.5k | 405.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.2M | +2% | 3.5k | 612.41 |
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| Meta Platforms Cl A (META) | 0.3 | $1.8M | -14% | 2.5k | 734.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | -11% | 7.2k | 243.11 |
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| Amazon (AMZN) | 0.2 | $1.7M | -10% | 7.8k | 219.57 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.5M | +5% | 20k | 74.37 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.5M | -23% | 20k | 73.46 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.4M | -5% | 9.9k | 145.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.3M | -27% | 49k | 27.30 |
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| Broadcom (AVGO) | 0.2 | $1.2M | -5% | 3.7k | 329.94 |
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| Ishares Tr Core Total Usd (IUSB) | 0.2 | $1.2M | 26k | 46.71 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | -3% | 6.2k | 183.73 |
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| Meridian Bank (MRBK) | 0.2 | $1.1M | -48% | 72k | 15.79 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $937k | -45% | 3.0k | 315.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $918k | -17% | 3.8k | 243.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $907k | 2.6k | 355.47 |
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| Tesla Motors (TSLA) | 0.1 | $904k | 2.0k | 444.72 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $903k | -26% | 3.6k | 254.26 |
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| S&p Global (SPGI) | 0.1 | $863k | 1.8k | 486.81 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $691k | 6.1k | 112.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $641k | +70% | 3.4k | 186.49 |
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| Community Bank System (CBU) | 0.1 | $641k | 11k | 58.64 |
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| Oracle Corporation (ORCL) | 0.1 | $628k | -2% | 2.2k | 281.24 |
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| Abbvie (ABBV) | 0.1 | $614k | -47% | 2.7k | 231.57 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $546k | 2.6k | 209.34 |
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| McDonald's Corporation (MCD) | 0.1 | $543k | 1.8k | 303.89 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $518k | 1.8k | 293.74 |
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| Fulton Financial (FULT) | 0.1 | $513k | 28k | 18.63 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $495k | -8% | 11k | 43.42 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $484k | +6% | 10k | 46.96 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $482k | +8% | 8.2k | 58.85 |
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| Wal-Mart Stores (WMT) | 0.1 | $479k | -3% | 4.6k | 103.06 |
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| Visa Com Cl A (V) | 0.1 | $479k | -5% | 1.4k | 341.30 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $477k | 17k | 27.90 |
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| Advanced Micro Devices (AMD) | 0.1 | $463k | -25% | 2.9k | 161.79 |
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| Johnson & Johnson (JNJ) | 0.1 | $461k | -6% | 2.5k | 185.42 |
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| Lowe's Companies (LOW) | 0.1 | $450k | 1.8k | 251.26 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $448k | -9% | 2.1k | 215.79 |
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| Eli Lilly & Co. (LLY) | 0.1 | $439k | -13% | 576.00 | 762.56 |
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| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.1 | $439k | -52% | 18k | 24.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $412k | +20% | 859.00 | 479.61 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $406k | 1.1k | 365.55 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $404k | 606.00 | 666.39 |
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| Vanguard Malvern Fds Government Secur | 0.1 | $393k | NEW | 5.1k | 76.38 |
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| Procter & Gamble Company (PG) | 0.1 | $387k | -31% | 2.5k | 153.65 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $387k | -43% | 17k | 23.47 |
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| Netflix (NFLX) | 0.1 | $380k | -6% | 317.00 | 1198.85 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $360k | -5% | 632.00 | 568.98 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $349k | +47% | 467.00 | 746.31 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $348k | 5.8k | 59.92 |
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| Costco Wholesale Corporation (COST) | 0.0 | $340k | -5% | 367.00 | 925.65 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $336k | -4% | 2.0k | 167.30 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $335k | 13k | 25.13 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $329k | 4.5k | 72.77 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $326k | 4.5k | 72.44 |
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| Bank of America Corporation (BAC) | 0.0 | $326k | -19% | 6.3k | 51.59 |
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| Philip Morris International (PM) | 0.0 | $306k | -8% | 1.9k | 162.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $299k | NEW | 498.00 | 599.91 |
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| Abbott Laboratories (ABT) | 0.0 | $294k | -34% | 2.2k | 133.96 |
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| Boeing Company (BA) | 0.0 | $293k | -24% | 1.4k | 215.78 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $288k | +7% | 5.4k | 53.24 |
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| UnitedHealth (UNH) | 0.0 | $282k | NEW | 817.00 | 345.16 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $277k | 1.3k | 219.53 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $269k | NEW | 374.00 | 718.54 |
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| Automatic Data Processing (ADP) | 0.0 | $262k | -3% | 891.00 | 293.50 |
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| PNC Financial Services (PNC) | 0.0 | $257k | 1.3k | 200.95 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $256k | -59% | 1.4k | 182.42 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $255k | 903.00 | 281.82 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $247k | 650.00 | 379.19 |
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| Prologis (PLD) | 0.0 | $240k | -44% | 2.1k | 114.53 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $228k | -12% | 3.8k | 60.03 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $228k | -16% | 7.2k | 31.42 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $227k | -41% | 1.8k | 123.75 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $226k | NEW | 1.6k | 140.95 |
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| Cisco Systems (CSCO) | 0.0 | $224k | -4% | 3.3k | 68.43 |
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| Goldman Sachs (GS) | 0.0 | $222k | -10% | 279.00 | 797.30 |
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| Ge Aerospace Com New (GE) | 0.0 | $221k | NEW | 736.00 | 300.72 |
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| Merck & Co (MRK) | 0.0 | $218k | NEW | 2.6k | 83.94 |
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| Public Service Enterprise (PEG) | 0.0 | $214k | +6% | 2.6k | 83.47 |
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| Wells Fargo & Company (WFC) | 0.0 | $213k | -71% | 2.5k | 83.81 |
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| Coca-Cola Company (KO) | 0.0 | $210k | -8% | 3.2k | 66.31 |
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| Linde SHS (LIN) | 0.0 | $209k | -3% | 439.00 | 475.36 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $206k | NEW | 424.00 | 485.02 |
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| Waste Management (WM) | 0.0 | $200k | 906.00 | 220.91 |
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Past Filings by Meridian Wealth Partners
SEC 13F filings are viewable for Meridian Wealth Partners going back to 2019
- 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
- Meridian Wealth Partners 2021 Q3 filed Nov. 12, 2021