Meridian Wealth Partners
Latest statistics and disclosures from Meridian Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, DFAC, AGG, DFAU, IVW, and represent 48.93% of Meridian Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$5.1M), VTI, SCHX, MBB, EFG, DFAU, SCHO, VGT, VO, SCHB.
- Started 14 new stock positions in UNH, MS, WDC, TRV, SBUX, MRVL, GEV, SNDK, KLAC, IWF. PANW, LRCX, ADI, INTC.
- Reduced shares in these 10 stocks: VLUE, MUB, DFAC, IEMG, SUB, Centessa Pharmaceuticals, AMD, AAPL, DFAX, AIRR.
- Sold out of its positions in Centessa Pharmaceuticals, CMCSA, AIRR, GILD, NEE, PLTR, WM.
- Meridian Wealth Partners was a net buyer of stock by $13M.
- Meridian Wealth Partners has $826M in assets under management (AUM), dropping by 13.39%.
- Central Index Key (CIK): 0001781942
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Portfolio Holdings for Meridian Wealth Partners
Meridian Wealth Partners holds 125 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 12.7 | $105M | 3.6M | 29.43 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 12.6 | $104M | 2.4M | 44.36 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 11.9 | $98M | +5% | 995k | 98.98 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 7.1 | $59M | 1.1M | 51.69 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.6 | $38M | 275k | 137.53 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 4.3 | $36M | +3% | 288k | 124.42 |
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| Ishares Tr Msci Usa Value (VLUE) | 4.1 | $34M | -8% | 170k | 199.81 |
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| Ishares Tr Core Msci Total (IXUS) | 3.9 | $32M | 337k | 95.44 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 3.8 | $31M | 845k | 36.84 |
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| Ishares Tr Mbs Etf (MBB) | 3.4 | $28M | +6% | 298k | 94.52 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.3 | $27M | 937k | 28.96 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.1 | $25M | 115k | 219.43 |
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| Ishares Core Msci Emkt (IEMG) | 2.8 | $23M | -3% | 277k | 82.84 |
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| Ishares Tr Eafe Value Etf (EFV) | 2.2 | $19M | +2% | 241k | 76.55 |
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| Ishares Tr National Mun Etf (MUB) | 2.0 | $16M | -10% | 153k | 107.62 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.7 | $14M | +7% | 583k | 24.14 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.4 | $12M | 38k | 300.45 |
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| Apple (AAPL) | 1.3 | $11M | -2% | 37k | 289.36 |
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| PPG Industries (PPG) | 1.1 | $9.5M | 78k | 121.29 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.0 | $8.5M | 231k | 36.87 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $6.9M | +216% | 19k | 370.05 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $6.6M | -11% | 62k | 106.47 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.7 | $5.8M | 71k | 82.34 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $5.1M | 6.8k | 748.94 |
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| NVIDIA Corporation (NVDA) | 0.5 | $4.4M | +3% | 22k | 200.09 |
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| Microsoft Corporation (MSFT) | 0.3 | $2.8M | +3% | 7.4k | 373.04 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.5M | +2% | 3.6k | 686.87 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.5M | 29k | 83.75 |
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| Amazon (AMZN) | 0.3 | $2.1M | +7% | 8.9k | 238.33 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.1M | 41k | 50.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | +3% | 5.2k | 357.34 |
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| Home Depot (HD) | 0.2 | $1.8M | -3% | 5.2k | 352.68 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.8M | 6.0k | 298.07 |
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| NVR (NVR) | 0.2 | $1.8M | 262.00 | 6813.40 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.8M | +3% | 21k | 85.49 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.6M | 9.5k | 164.27 |
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| Broadcom (AVGO) | 0.2 | $1.5M | +2% | 3.9k | 377.78 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.4M | -3% | 19k | 73.41 |
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| Meridian Bank (MRBK) | 0.2 | $1.3M | 67k | 20.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.3M | 3.8k | 353.33 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.3M | -24% | 2.3k | 580.91 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $1.2M | +27% | 27k | 46.15 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.1M | 36k | 31.71 |
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| Meta Platforms Cl A (META) | 0.1 | $1.0M | +3% | 1.9k | 563.16 |
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| Micron Technology (MU) | 0.1 | $965k | +19% | 836.00 | 1153.83 |
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| Tesla Motors (TSLA) | 0.1 | $961k | +13% | 2.3k | 420.60 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $956k | 3.2k | 303.13 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $928k | 2.8k | 327.33 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $900k | 2.4k | 368.38 |
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| Johnson & Johnson (JNJ) | 0.1 | $840k | 3.3k | 253.97 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $778k | 5.7k | 136.72 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $753k | +701% | 6.3k | 119.53 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
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| Community Bank System (CBU) | 0.1 | $731k | 11k | 67.12 |
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| Eli Lilly & Co. (LLY) | 0.1 | $728k | +5% | 607.00 | 1198.77 |
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| Abbvie (ABBV) | 0.1 | $706k | 2.8k | 251.67 |
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| Fulton Financial (FULT) | 0.1 | $666k | 28k | 24.19 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $654k | 3.0k | 217.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $624k | +313% | 7.7k | 80.57 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $615k | 2.6k | 236.63 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $590k | -8% | 2.4k | 246.21 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $582k | -14% | 790.00 | 736.13 |
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| Wal-Mart Stores (WMT) | 0.1 | $538k | 4.7k | 113.26 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $538k | 9.8k | 54.69 |
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| Colgate-Palmolive Company (CL) | 0.1 | $535k | +3% | 5.8k | 91.67 |
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| Applied Materials (AMAT) | 0.1 | $517k | 716.00 | 722.66 |
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| S&p Global (SPGI) | 0.1 | $515k | -12% | 1.3k | 407.38 |
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| Cisco Systems (CSCO) | 0.1 | $496k | -12% | 4.2k | 117.47 |
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| Visa Com Cl A (V) | 0.1 | $492k | +5% | 1.4k | 343.01 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $479k | 13k | 36.13 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $470k | -3% | 8.1k | 58.20 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $469k | -3% | 10k | 46.81 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $468k | +500% | 5.4k | 86.14 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $468k | 626.00 | 747.30 |
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| McDonald's Corporation (MCD) | 0.1 | $461k | -4% | 1.7k | 270.31 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $455k | 1.1k | 409.57 |
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| Intel Corporation (INTC) | 0.1 | $425k | NEW | 3.0k | 139.65 |
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| Rocket Lab Corp (RKLB) | 0.1 | $423k | +2% | 4.2k | 101.65 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $422k | 827.00 | 509.69 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $421k | 2.2k | 189.70 |
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| Caterpillar (CAT) | 0.1 | $418k | 393.00 | 1063.79 |
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| Lowe's Companies (LOW) | 0.0 | $405k | 1.8k | 220.45 |
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| Philip Morris International (PM) | 0.0 | $404k | +2% | 2.2k | 180.94 |
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| Oracle Corporation (ORCL) | 0.0 | $387k | +19% | 2.6k | 146.55 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $368k | -3% | 863.00 | 426.61 |
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| Bank of America Corporation (BAC) | 0.0 | $353k | 6.2k | 56.98 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $352k | 4.9k | 71.25 |
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| Costco Wholesale Corporation (COST) | 0.0 | $352k | 376.00 | 935.51 |
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| Boeing Company (BA) | 0.0 | $347k | -10% | 1.6k | 216.43 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $344k | 1.8k | 190.51 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $337k | 4.1k | 81.94 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $322k | NEW | 742.00 | 433.33 |
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| UnitedHealth (UNH) | 0.0 | $320k | NEW | 771.00 | 415.45 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $318k | 618.00 | 513.75 |
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| PNC Financial Services (PNC) | 0.0 | $315k | 1.3k | 246.25 |
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| Sandisk Corp (SNDK) | 0.0 | $312k | NEW | 137.00 | 2273.74 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $301k | -3% | 13k | 23.13 |
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| Goldman Sachs (GS) | 0.0 | $292k | +2% | 288.00 | 1012.55 |
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| Procter & Gamble Company (PG) | 0.0 | $289k | -2% | 2.0k | 146.64 |
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| Merck & Co (MRK) | 0.0 | $274k | -3% | 2.1k | 128.52 |
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| Ge Aerospace Com New (GE) | 0.0 | $270k | 722.00 | 373.65 |
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| Coca-Cola Company (KO) | 0.0 | $265k | 3.3k | 81.26 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $254k | +6% | 2.0k | 126.58 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $245k | 1.2k | 201.61 |
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| Starbucks Corporation (SBUX) | 0.0 | $242k | NEW | 2.4k | 102.20 |
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| Ge Vernova (GEV) | 0.0 | $241k | NEW | 205.00 | 1174.86 |
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| Kla Corp Com New (KLAC) | 0.0 | $240k | NEW | 794.00 | 301.71 |
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| Netflix (NFLX) | 0.0 | $236k | -4% | 3.3k | 71.40 |
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| Linde SHS (LIN) | 0.0 | $234k | 450.00 | 519.33 |
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| Western Digital (WDC) | 0.0 | $232k | NEW | 363.00 | 638.15 |
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| Provident Financial Services (PFS) | 0.0 | $231k | 9.8k | 23.64 |
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| Prologis (PLD) | 0.0 | $230k | +2% | 1.7k | 135.48 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $229k | -14% | 1.5k | 158.03 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $226k | 3.0k | 75.51 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $223k | NEW | 1.8k | 124.17 |
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| Public Service Enterprise (PEG) | 0.0 | $223k | +9% | 2.7k | 81.17 |
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| Marvell Technology (MRVL) | 0.0 | $218k | NEW | 732.00 | 298.09 |
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| Chevron Corporation (CVX) | 0.0 | $213k | -3% | 1.3k | 165.80 |
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| Morgan Stanley Com New (MS) | 0.0 | $213k | NEW | 1.0k | 209.05 |
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| Travelers Companies (TRV) | 0.0 | $208k | NEW | 630.00 | 330.12 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $207k | 413.00 | 501.36 |
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| Palo Alto Networks (PANW) | 0.0 | $207k | NEW | 606.00 | 341.14 |
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| Analog Devices (ADI) | 0.0 | $206k | NEW | 520.00 | 396.92 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $204k | -10% | 2.1k | 96.58 |
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| Vertex Cl A (VERX) | 0.0 | $193k | -9% | 17k | 11.48 |
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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 2026 Q2 filed Aug. 12, 2026
- Meridian Wealth Partners 2026 Q1 filed May 14, 2026
- 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