Meridian Wealth Partners
Latest statistics and disclosures from Meridian Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, DFAC, SCHX, DFAU, EFG, and represent 49.03% of Meridian Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AGG, SCHX, NVR, DFAU, IVW, EFG, MBB, IXUS, SCHB, SCHO.
- Started 13 new stock positions in AIRR, GILD, CVX, PFS, NVR, LIN, MU, CL, IEFA, NEE. VERX, AMAT, LMT.
- Reduced shares in these 10 stocks: DFAC, DFAX, SCHM, , APP, WFC, ABT, AXP, ADP, MS.
- Sold out of its positions in ABT, AXP, APP, ADP, IWF, MS, UNH, WFC.
- Meridian Wealth Partners was a net buyer of stock by $15M.
- Meridian Wealth Partners has $729M in assets under management (AUM), dropping by 0.41%.
- Central Index Key (CIK): 0001781942
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Portfolio Holdings for Meridian Wealth Partners
Meridian Wealth Partners holds 118 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 12.9 | $94M | +4% | 943k | 99.27 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 12.7 | $93M | -4% | 2.4M | 38.86 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 12.3 | $90M | +2% | 3.5M | 25.64 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 6.9 | $50M | +3% | 1.1M | 45.12 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 4.3 | $31M | +3% | 279k | 111.37 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.2 | $31M | +5% | 273k | 113.11 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.0 | $29M | -3% | 853k | 33.97 |
|
| Ishares Tr Core Msci Total (IXUS) | 4.0 | $29M | +3% | 333k | 86.64 |
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| Ishares Tr Mbs Etf (MBB) | 3.7 | $27M | +4% | 280k | 94.95 |
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| Ishares Tr Msci Usa Value (VLUE) | 3.6 | $27M | 186k | 142.19 |
|
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.2 | $23M | +2% | 921k | 25.10 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.0 | $22M | +2% | 113k | 191.81 |
|
| Ishares Core Msci Emkt (IEMG) | 2.7 | $20M | 287k | 69.75 |
|
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| Ishares Tr National Mun Etf (MUB) | 2.5 | $18M | 172k | 106.15 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 2.4 | $18M | +2% | 236k | 74.35 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.8 | $13M | +4% | 543k | 24.27 |
|
| Apple (AAPL) | 1.3 | $9.5M | 38k | 253.79 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 1.3 | $9.4M | 38k | 248.00 |
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| PPG Industries (PPG) | 1.2 | $8.5M | 79k | 106.88 |
|
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $7.4M | 70k | 106.50 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.0 | $7.2M | -3% | 233k | 30.96 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.7 | $5.0M | +6% | 70k | 71.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $4.5M | 6.9k | 653.24 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $3.7M | +10% | 21k | 174.40 |
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| Microsoft Corporation (MSFT) | 0.4 | $2.7M | +4% | 7.2k | 370.15 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.2M | -5% | 30k | 75.10 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.1M | +25% | 3.6k | 597.59 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.1M | 41k | 49.89 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.9M | +4% | 5.9k | 320.82 |
|
| Home Depot (HD) | 0.2 | $1.8M | 5.4k | 328.88 |
|
|
| NVR (NVR) | 0.2 | $1.7M | NEW | 262.00 | 6589.83 |
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| Amazon (AMZN) | 0.2 | $1.7M | +10% | 8.3k | 208.26 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.6M | 20k | 77.11 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.5M | 20k | 73.64 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.4M | -5% | 5.0k | 287.53 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.4M | 9.5k | 142.43 |
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| Meridian Bank (MRBK) | 0.2 | $1.3M | 67k | 18.96 |
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| Broadcom (AVGO) | 0.2 | $1.2M | +4% | 3.8k | 309.54 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | 6.0k | 194.14 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.1M | 36k | 30.68 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | +3% | 3.7k | 286.86 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | 2.4k | 430.29 |
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|
| Meta Platforms Cl A (META) | 0.1 | $1.0M | 1.8k | 572.24 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $973k | 21k | 46.19 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $953k | 5.6k | 169.65 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $837k | -4% | 3.2k | 261.92 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $832k | 2.8k | 294.16 |
|
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| Johnson & Johnson (JNJ) | 0.1 | $809k | +32% | 3.3k | 244.44 |
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| Tesla Motors (TSLA) | 0.1 | $750k | 2.0k | 371.75 |
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| Centessa Pharmaceuticals Sponsored Ads | 0.1 | $719k | 18k | 39.72 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Community Bank System (CBU) | 0.1 | $639k | 11k | 58.65 |
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| S&p Global (SPGI) | 0.1 | $619k | -17% | 1.5k | 425.45 |
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| Advanced Micro Devices (AMD) | 0.1 | $614k | +4% | 3.0k | 203.43 |
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| Abbvie (ABBV) | 0.1 | $608k | +8% | 2.8k | 217.52 |
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| Wal-Mart Stores (WMT) | 0.1 | $581k | +4% | 4.7k | 124.28 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $581k | -7% | 3.0k | 196.20 |
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| Fulton Financial (FULT) | 0.1 | $560k | 28k | 20.34 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $559k | 2.6k | 215.05 |
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| McDonald's Corporation (MCD) | 0.1 | $553k | 1.8k | 310.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $548k | +28% | 786.00 | 697.68 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $537k | 1.9k | 287.18 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $537k | 2.6k | 205.80 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $531k | +84% | 920.00 | 577.00 |
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| Eli Lilly & Co. (LLY) | 0.1 | $530k | +2% | 576.00 | 919.24 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $504k | NEW | 833.00 | 604.67 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $489k | 8.3k | 58.54 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $486k | 10k | 46.95 |
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| Colgate-Palmolive Company (CL) | 0.1 | $478k | NEW | 5.6k | 85.23 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $450k | -3% | 9.9k | 45.47 |
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| Lowe's Companies (LOW) | 0.1 | $441k | +6% | 1.9k | 236.24 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $430k | +14% | 2.2k | 192.87 |
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| Visa Com Cl A (V) | 0.1 | $409k | 1.4k | 302.17 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $407k | +3% | 626.00 | 650.72 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $396k | 1.1k | 356.62 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $396k | +5% | 906.00 | 436.79 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $385k | 13k | 29.08 |
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| Cisco Systems (CSCO) | 0.1 | $372k | 4.8k | 77.60 |
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| Costco Wholesale Corporation (COST) | 0.1 | $372k | +9% | 373.00 | 996.47 |
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| Philip Morris International (PM) | 0.0 | $359k | +25% | 2.2k | 165.37 |
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| Boeing Company (BA) | 0.0 | $356k | +7% | 1.8k | 198.99 |
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| Netflix (NFLX) | 0.0 | $332k | +7% | 3.5k | 96.14 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $330k | +3% | 891.00 | 370.86 |
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| Oracle Corporation (ORCL) | 0.0 | $324k | +3% | 2.2k | 147.11 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $323k | 5.0k | 64.08 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $314k | -12% | 14k | 23.22 |
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| Bank of America Corporation (BAC) | 0.0 | $307k | -5% | 6.3k | 48.75 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $306k | 613.00 | 499.81 |
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| Procter & Gamble Company (PG) | 0.0 | $293k | -4% | 2.0k | 144.44 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $291k | 4.1k | 70.91 |
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| Chevron Corporation (CVX) | 0.0 | $276k | NEW | 1.3k | 206.95 |
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| Caterpillar (CAT) | 0.0 | $273k | +3% | 386.00 | 707.71 |
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| PNC Financial Services (PNC) | 0.0 | $267k | 1.3k | 208.11 |
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| Merck & Co (MRK) | 0.0 | $265k | 2.2k | 120.31 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $264k | -34% | 3.0k | 88.16 |
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| Rocket Lab Corp (RKLB) | 0.0 | $261k | 4.1k | 64.22 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $257k | 1.2k | 209.02 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $253k | NEW | 2.3k | 110.78 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $252k | 1.7k | 148.10 |
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| Coca-Cola Company (KO) | 0.0 | $249k | 3.3k | 76.04 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $247k | 1.9k | 130.94 |
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| Applied Materials (AMAT) | 0.0 | $247k | NEW | 722.00 | 341.63 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $240k | 1.8k | 132.89 |
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| Goldman Sachs (GS) | 0.0 | $237k | 280.00 | 847.00 |
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| Micron Technology (MU) | 0.0 | $237k | NEW | 701.00 | 337.68 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $221k | 7.7k | 28.71 |
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| Linde SHS (LIN) | 0.0 | $221k | NEW | 446.00 | 496.13 |
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| Vertex Cl A (VERX) | 0.0 | $219k | NEW | 19k | 11.89 |
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| Prologis (PLD) | 0.0 | $219k | +3% | 1.7k | 132.20 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $218k | +16% | 1.5k | 146.28 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $214k | NEW | 2.4k | 90.53 |
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| Waste Management (WM) | 0.0 | $211k | 916.00 | 229.87 |
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| Gilead Sciences (GILD) | 0.0 | $210k | NEW | 1.5k | 139.37 |
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| Nextera Energy (NEE) | 0.0 | $209k | NEW | 2.2k | 92.89 |
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| Provident Financial Services (PFS) | 0.0 | $207k | NEW | 9.8k | 21.16 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $206k | 418.00 | 491.53 |
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| Public Service Enterprise (PEG) | 0.0 | $203k | 2.5k | 80.96 |
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| Ge Aerospace Com New (GE) | 0.0 | $201k | 708.00 | 283.69 |
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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 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
- Meridian Wealth Partners 2022 Q1 filed May 13, 2022