Meridian Wealth Partners

Meridian Wealth Partners as of Sept. 30, 2025

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