Meridian Wealth Partners

Meridian Wealth Partners as of March 31, 2026

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