Meridian Wealth Partners

Meridian Wealth Partners as of June 30, 2025

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 111 positions in its portfolio as reported in the June 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) 14.0 $97M 2.7M 35.84
Ishares Tr Core Us Aggbd Et (AGG) 11.9 $82M 824k 99.20
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.2 $77M 1.8M 42.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.5 $72M 2.9M 24.44
Dimensional Etf Trust World Ex Us Core (DFAX) 4.0 $28M 951k 29.37
Ishares Tr Eafe Grwth Etf (EFG) 3.4 $24M 211k 112.00
Ishares Tr Mbs Etf (MBB) 3.4 $23M 248k 93.89
Ishares Tr National Mun Etf (MUB) 3.2 $22M 208k 104.48
Ishares Tr Core Msci Total (IXUS) 3.1 $22M 281k 77.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.0 $21M 882k 23.83
Ishares Tr Msci Usa Value (VLUE) 2.9 $20M 175k 113.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $20M 108k 182.82
Ishares Tr S&p 500 Grwt Etf (IVW) 2.6 $18M 165k 110.10
Ishares Core Msci Emkt (IEMG) 2.1 $15M 244k 60.03
PPG Industries (PPG) 2.1 $15M 128k 113.75
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $12M 470k 24.38
Ishares Tr Eafe Value Etf (EFV) 1.5 $11M 167k 63.48
Ishares Tr Russell 2000 Etf (IWM) 1.3 $8.7M 41k 215.79
Ishares Tr Shrt Nat Mun Etf (SUB) 1.2 $8.4M 79k 106.34
Apple (AAPL) 1.2 $8.2M 40k 205.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $7.6M 273k 28.05
Ishares Tr Core S&p500 Etf (IVV) 0.7 $5.0M 8.0k 620.90
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $4.6M 93k 49.03
NVIDIA Corporation (NVDA) 0.6 $4.4M 28k 157.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.2M 14k 303.93
Microsoft Corporation (MSFT) 0.6 $3.9M 7.8k 497.42
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $3.1M 48k 63.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.4M 36k 67.22
Home Depot (HD) 0.3 $2.3M 6.1k 366.63
Meta Platforms Cl A (META) 0.3 $2.2M 2.9k 738.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.9M 3.4k 568.06
Amazon (AMZN) 0.3 $1.9M 8.8k 219.39
Meridian Bank (MRBK) 0.3 $1.8M 140k 12.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.8M 68k 26.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.8M 26k 69.09
JPMorgan Chase & Co. (JPM) 0.2 $1.6M 5.4k 289.93
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.4M 8.1k 176.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.4M 11k 135.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.4M 19k 73.63
Texas Instruments Incorporated (TXN) 0.2 $1.3M 6.5k 207.62
Ishares Tr Core Total Usd (IUSB) 0.2 $1.2M 26k 46.23
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.2M 4.9k 236.96
Broadcom (AVGO) 0.2 $1.1M 3.9k 275.67
S&p Global (SPGI) 0.1 $944k 1.8k 527.40
Abbvie (ABBV) 0.1 $929k 5.0k 185.63
Alphabet Cap Stk Cl C (GOOG) 0.1 $811k 4.6k 177.39
Spdr Gold Tr Gold Shs (GLD) 0.1 $778k 2.6k 304.83
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $729k 1.00 728800.00
Wells Fargo & Company (WFC) 0.1 $706k 8.8k 80.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $677k 29k 23.24
Exxon Mobil Corporation (XOM) 0.1 $673k 6.2k 107.81
Tesla Motors (TSLA) 0.1 $633k 2.0k 317.66
Community Bank System (CBU) 0.1 $622k 11k 56.87
Procter & Gamble Company (PG) 0.1 $583k 3.7k 159.32
Advanced Micro Devices (AMD) 0.1 $546k 3.9k 141.90
S&T Ban (STBA) 0.1 $539k 14k 37.82
Visa Com Cl A (V) 0.1 $528k 1.5k 354.97
McDonald's Corporation (MCD) 0.1 $525k 1.8k 292.17
Eli Lilly & Co. (LLY) 0.1 $521k 668.00 779.14
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $503k 2.6k 192.71
Centessa Pharmaceuticals Sponsored Ads (CNTA) 0.1 $501k 38k 13.14
Oracle Corporation (ORCL) 0.1 $500k 2.3k 218.63
Fulton Financial (FULT) 0.1 $497k 28k 18.04
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $492k 1.8k 279.83
Ishares Esg Awr Msci Em (ESGE) 0.1 $487k 12k 39.17
Palantir Technologies Cl A (PLTR) 0.1 $477k 3.5k 136.32
Wal-Mart Stores (WMT) 0.1 $470k 4.8k 97.78
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $470k 2.3k 204.67
Abbott Laboratories (ABT) 0.1 $457k 3.4k 136.02
Netflix (NFLX) 0.1 $455k 340.00 1339.05
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $448k 9.7k 46.34
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $442k 7.5k 58.78
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $434k 17k 25.30
Johnson & Johnson (JNJ) 0.1 $405k 2.7k 152.75
Lowe's Companies (LOW) 0.1 $403k 1.8k 221.83
Prologis (PLD) 0.1 $397k 3.8k 105.13
Costco Wholesale Corporation (COST) 0.1 $386k 390.00 989.95
Boeing Company (BA) 0.1 $378k 1.8k 209.49
Ishares Tr Rus 1000 Etf (IWB) 0.1 $377k 1.1k 339.63
Mastercard Incorporated Cl A (MA) 0.1 $376k 669.00 562.09
Philip Morris International (PM) 0.1 $375k 2.1k 182.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $375k 606.00 617.96
Bank of America Corporation (BAC) 0.1 $370k 7.8k 47.32
Duke Energy Corp Com New (DUK) 0.1 $367k 3.1k 118.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $359k 1.6k 226.49
Vanguard Index Fds Value Etf (VTV) 0.1 $357k 2.0k 176.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $334k 5.9k 57.01
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $330k 13k 25.03
Ge Vernova (GEV) 0.0 $316k 597.00 529.15
Vanguard Index Fds Growth Etf (VUG) 0.0 $311k 710.00 438.40
Comcast Corp Cl A (CMCSA) 0.0 $309k 8.6k 35.69
Raytheon Technologies Corp (RTX) 0.0 $308k 2.1k 146.00
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $301k 4.5k 67.02
Automatic Data Processing (ADP) 0.0 $285k 924.00 308.40
Ishares Gold Tr Ishares New (IAU) 0.0 $281k 4.5k 62.36
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $266k 5.0k 52.84
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $259k 4.3k 59.81
Coca-Cola Company (KO) 0.0 $246k 3.5k 70.74
PNC Financial Services (PNC) 0.0 $243k 1.3k 186.44
Cisco Systems (CSCO) 0.0 $237k 3.4k 69.39
Servicenow (NOW) 0.0 $235k 229.00 1026.66
Select Sector Spdr Tr Technology (XLK) 0.0 $229k 903.00 253.19
Ishares Tr Russell 3000 Etf (IWV) 0.0 $228k 650.00 351.23
Ishares Tr U.s. Tech Etf (IYW) 0.0 $227k 1.3k 173.27
Goldman Sachs (GS) 0.0 $221k 312.00 708.51
Te Connectivity Ord Shs (TEL) 0.0 $215k 1.3k 168.67
Walt Disney Company (DIS) 0.0 $214k 1.7k 124.03
Linde SHS (LIN) 0.0 $214k 455.00 469.53
Vanguard World Inf Tech Etf (VGT) 0.0 $210k 317.00 662.86
Waste Management (WM) 0.0 $206k 900.00 228.91
Public Service Enterprise (PEG) 0.0 $203k 2.4k 84.19