Meridian Wealth Partners

Meridian Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 113 positions in its portfolio as reported in the December 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) 13.6 $99M 2.5M 39.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 12.6 $92M 3.4M 26.91
Ishares Tr Core Us Aggbd Et (AGG) 12.5 $90M 905k 99.88
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.0 $51M 1.1M 46.80
Ishares Tr S&p 500 Grwt Etf (IVW) 4.4 $32M 260k 123.26
Ishares Tr Eafe Grwth Etf (EFG) 4.2 $31M 268k 113.92
Dimensional Etf Trust World Ex Us Core (DFAX) 4.0 $29M 885k 32.73
Ishares Tr Core Msci Total (IXUS) 3.8 $27M 322k 84.64
Ishares Tr Mbs Etf (MBB) 3.5 $26M 268k 95.22
Ishares Tr Msci Usa Value (VLUE) 3.5 $25M 184k 136.73
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.2 $24M 895k 26.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $22M 111k 198.62
Ishares Core Msci Emkt (IEMG) 2.6 $19M 281k 67.22
Ishares Tr National Mun Etf (MUB) 2.6 $19M 173k 107.11
Ishares Tr Eafe Value Etf (EFV) 2.3 $17M 231k 71.41
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $13M 520k 24.37
Apple (AAPL) 1.4 $10M 37k 271.86
Ishares Tr Russell 2000 Etf (IWM) 1.3 $9.4M 38k 246.16
PPG Industries (PPG) 1.1 $8.3M 81k 102.46
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $7.5M 71k 106.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $7.3M 242k 30.07
Ishares Tr Core S&p500 Etf (IVV) 0.7 $4.8M 7.0k 684.96
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $4.6M 66k 69.67
NVIDIA Corporation (NVDA) 0.5 $3.6M 19k 186.50
Microsoft Corporation (MSFT) 0.5 $3.3M 6.9k 483.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.3M 31k 73.56
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $2.1M 41k 50.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.9M 5.7k 335.28
Home Depot (HD) 0.3 $1.9M 5.5k 344.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.8M 2.8k 627.18
Amazon (AMZN) 0.2 $1.7M 7.5k 230.82
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.7M 5.3k 312.97
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.5M 20k 75.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.5M 20k 74.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.4M 9.6k 148.69
Broadcom (AVGO) 0.2 $1.3M 3.6k 346.13
Meta Platforms Cl A (META) 0.2 $1.2M 1.8k 660.21
Meridian Bank (MRBK) 0.2 $1.2M 67k 17.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.1M 3.6k 313.80
Texas Instruments Incorporated (TXN) 0.1 $1.0M 6.0k 173.49
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $996k 21k 46.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $975k 36k 27.43
Spdr Gold Tr Gold Shs (GLD) 0.1 $968k 2.4k 396.31
S&p Global (SPGI) 0.1 $926k 1.8k 522.70
JPMorgan Chase & Co. (JPM) 0.1 $916k 2.8k 322.28
Tesla Motors (TSLA) 0.1 $894k 2.0k 449.72
Vanguard Index Fds Small Cp Etf (VB) 0.1 $867k 3.4k 257.94
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $755k 1.00 754800.00
Exxon Mobil Corporation (XOM) 0.1 $663k 5.5k 120.35
Community Bank System (CBU) 0.1 $626k 11k 57.44
Advanced Micro Devices (AMD) 0.1 $616k 2.9k 214.16
Vanguard Index Fds Value Etf (VTV) 0.1 $608k 3.2k 190.99
Eli Lilly & Co. (LLY) 0.1 $602k 560.00 1074.04
Abbvie (ABBV) 0.1 $589k 2.6k 228.52
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $571k 2.6k 219.76
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $545k 2.6k 209.12
McDonald's Corporation (MCD) 0.1 $545k 1.8k 305.63
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $543k 1.9k 290.22
Fulton Financial (FULT) 0.1 $532k 28k 19.33
Johnson & Johnson (JNJ) 0.1 $517k 2.5k 206.95
Wal-Mart Stores (WMT) 0.1 $499k 4.5k 111.41
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $490k 8.3k 58.73
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $488k 10k 47.08
Visa Com Cl A (V) 0.1 $478k 1.4k 350.62
Vanguard World Inf Tech Etf (VGT) 0.1 $461k 612.00 753.54
Ishares Esg Awr Msci Em (ESGE) 0.1 $455k 10k 44.17
Centessa Pharmaceuticals Sponsored Ads (CNTA) 0.1 $453k 18k 25.01
Lowe's Companies (LOW) 0.1 $422k 1.8k 241.11
Vanguard Index Fds Growth Etf (VUG) 0.1 $419k 859.00 487.86
Oracle Corporation (ORCL) 0.1 $416k 2.1k 194.91
Ishares Tr Rus 1000 Etf (IWB) 0.1 $415k 1.1k 373.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $413k 606.00 682.23
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $377k 13k 28.48
Ishares Gold Tr Ishares New (IAU) 0.1 $370k 4.6k 81.17
Bank of America Corporation (BAC) 0.1 $366k 6.6k 55.00
Cisco Systems (CSCO) 0.1 $364k 4.7k 77.04
Boeing Company (BA) 0.0 $362k 1.7k 217.08
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $359k 15k 23.37
Raytheon Technologies Corp (RTX) 0.0 $357k 1.9k 183.37
Mastercard Incorporated Cl A (MA) 0.0 $344k 602.00 571.05
Ishares Tr Russell 3000 Etf (IWV) 0.0 $334k 863.00 387.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $315k 5.0k 62.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $306k 498.00 613.92
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $305k 4.1k 74.17
Procter & Gamble Company (PG) 0.0 $303k 2.1k 143.31
Netflix (NFLX) 0.0 $301k 3.2k 93.75
Costco Wholesale Corporation (COST) 0.0 $295k 342.00 862.37
Te Connectivity Ord Shs (TEL) 0.0 $284k 1.3k 227.51
Rocket Lab Corp (RKLB) 0.0 $283k 4.1k 69.76
Philip Morris International (PM) 0.0 $277k 1.7k 160.43
PNC Financial Services (PNC) 0.0 $266k 1.3k 208.75
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $260k 1.8k 143.96
UnitedHealth (UNH) 0.0 $258k 781.00 329.97
Goldman Sachs (GS) 0.0 $250k 284.00 880.03
Applovin Corp Com Cl A (APP) 0.0 $249k 370.00 673.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $244k 1.7k 143.52
Thermo Fisher Scientific (TMO) 0.0 $244k 421.00 579.45
Wells Fargo & Company (WFC) 0.0 $233k 2.5k 93.19
Comcast Corp Cl A (CMCSA) 0.0 $231k 7.7k 29.89
Merck & Co (MRK) 0.0 $230k 2.2k 105.28
Abbott Laboratories (ABT) 0.0 $230k 1.8k 125.31
Palantir Technologies Cl A (PLTR) 0.0 $228k 1.3k 177.75
Coca-Cola Company (KO) 0.0 $226k 3.2k 69.90
Ge Aerospace Com New (GE) 0.0 $218k 709.00 307.94
Duke Energy Corp Com New (DUK) 0.0 $218k 1.9k 117.21
American Express Company (AXP) 0.0 $216k 584.00 369.74
Automatic Data Processing (ADP) 0.0 $215k 837.00 257.23
Caterpillar (CAT) 0.0 $214k 374.00 572.25
Morgan Stanley Com New (MS) 0.0 $214k 1.2k 177.56
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $213k 449.00 473.30
Prologis (PLD) 0.0 $204k 1.6k 127.68
Public Service Enterprise (PEG) 0.0 $201k 2.5k 80.31
Waste Management (WM) 0.0 $200k 910.00 219.79