Meridian Wealth Partners

Meridian Wealth Partners as of June 30, 2026

Portfolio Holdings for Meridian Wealth Partners

Meridian Wealth Partners holds 125 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 12.7 $105M 3.6M 29.43
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 12.6 $104M 2.4M 44.36
Ishares Tr Core Us Aggbd Et (AGG) 11.9 $98M 995k 98.98
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.1 $59M 1.1M 51.69
Ishares Tr S&p 500 Grwt Etf (IVW) 4.6 $38M 275k 137.53
Ishares Tr Eafe Grwth Etf (EFG) 4.3 $36M 288k 124.42
Ishares Tr Msci Usa Value (VLUE) 4.1 $34M 170k 199.81
Ishares Tr Core Msci Total (IXUS) 3.9 $32M 337k 95.44
Dimensional Etf Trust World Ex Us Core (DFAX) 3.8 $31M 845k 36.84
Ishares Tr Mbs Etf (MBB) 3.4 $28M 298k 94.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.3 $27M 937k 28.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $25M 115k 219.43
Ishares Core Msci Emkt (IEMG) 2.8 $23M 277k 82.84
Ishares Tr Eafe Value Etf (EFV) 2.2 $19M 241k 76.55
Ishares Tr National Mun Etf (MUB) 2.0 $16M 153k 107.62
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $14M 583k 24.14
Ishares Tr Russell 2000 Etf (IWM) 1.4 $12M 38k 300.45
Apple (AAPL) 1.3 $11M 37k 289.36
PPG Industries (PPG) 1.1 $9.5M 78k 121.29
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $8.5M 231k 36.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $6.9M 19k 370.05
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $6.6M 62k 106.47
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $5.8M 71k 82.34
Ishares Tr Core S&p500 Etf (IVV) 0.6 $5.1M 6.8k 748.94
NVIDIA Corporation (NVDA) 0.5 $4.4M 22k 200.09
Microsoft Corporation (MSFT) 0.3 $2.8M 7.4k 373.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.5M 3.6k 686.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.5M 29k 83.75
Amazon (AMZN) 0.3 $2.1M 8.9k 238.33
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $2.1M 41k 50.58
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.8M 5.2k 357.34
Home Depot (HD) 0.2 $1.8M 5.2k 352.68
Texas Instruments Incorporated (TXN) 0.2 $1.8M 6.0k 298.07
NVR (NVR) 0.2 $1.8M 262.00 6813.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.8M 21k 85.49
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.6M 9.5k 164.27
Broadcom (AVGO) 0.2 $1.5M 3.9k 377.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.4M 19k 73.41
Meridian Bank (MRBK) 0.2 $1.3M 67k 20.03
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.3M 3.8k 353.33
Advanced Micro Devices (AMD) 0.2 $1.3M 2.3k 580.91
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $1.2M 27k 46.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.1M 36k 31.71
Meta Platforms Cl A (META) 0.1 $1.0M 1.9k 563.16
Micron Technology (MU) 0.1 $965k 836.00 1153.83
Tesla Motors (TSLA) 0.1 $961k 2.3k 420.60
Vanguard Index Fds Small Cp Etf (VB) 0.1 $956k 3.2k 303.13
JPMorgan Chase & Co. (JPM) 0.1 $928k 2.8k 327.33
Spdr Gold Tr Gold Shs (GLD) 0.1 $900k 2.4k 368.38
Johnson & Johnson (JNJ) 0.1 $840k 3.3k 253.97
Exxon Mobil Corporation (XOM) 0.1 $778k 5.7k 136.72
Vanguard World Inf Tech Etf (VGT) 0.1 $753k 6.3k 119.53
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $749k 1.00 748850.00
Community Bank System (CBU) 0.1 $731k 11k 67.12
Eli Lilly & Co. (LLY) 0.1 $728k 607.00 1198.77
Abbvie (ABBV) 0.1 $706k 2.8k 251.67
Fulton Financial (FULT) 0.1 $666k 28k 24.19
Vanguard Index Fds Value Etf (VTV) 0.1 $654k 3.0k 217.93
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $624k 7.7k 80.57
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $615k 2.6k 236.63
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $590k 2.4k 246.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $582k 790.00 736.13
Wal-Mart Stores (WMT) 0.1 $538k 4.7k 113.26
Ishares Esg Awr Msci Em (ESGE) 0.1 $538k 9.8k 54.69
Colgate-Palmolive Company (CL) 0.1 $535k 5.8k 91.67
Applied Materials (AMAT) 0.1 $517k 716.00 722.66
S&p Global (SPGI) 0.1 $515k 1.3k 407.38
Cisco Systems (CSCO) 0.1 $496k 4.2k 117.47
Visa Com Cl A (V) 0.1 $492k 1.4k 343.01
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $479k 13k 36.13
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $470k 8.1k 58.20
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $469k 10k 46.81
Vanguard Index Fds Growth Etf (VUG) 0.1 $468k 5.4k 86.14
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $468k 626.00 747.30
McDonald's Corporation (MCD) 0.1 $461k 1.7k 270.31
Ishares Tr Rus 1000 Etf (IWB) 0.1 $455k 1.1k 409.57
Intel Corporation (INTC) 0.1 $425k 3.0k 139.65
Rocket Lab Corp (RKLB) 0.1 $423k 4.2k 101.65
Lockheed Martin Corporation (LMT) 0.1 $422k 827.00 509.69
Raytheon Technologies Corp (RTX) 0.1 $421k 2.2k 189.70
Caterpillar (CAT) 0.1 $418k 393.00 1063.79
Lowe's Companies (LOW) 0.0 $405k 1.8k 220.45
Philip Morris International (PM) 0.0 $404k 2.2k 180.94
Oracle Corporation (ORCL) 0.0 $387k 2.6k 146.55
Ishares Tr Russell 3000 Etf (IWV) 0.0 $368k 863.00 426.61
Bank of America Corporation (BAC) 0.0 $353k 6.2k 56.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $352k 4.9k 71.25
Costco Wholesale Corporation (COST) 0.0 $352k 376.00 935.51
Boeing Company (BA) 0.0 $347k 1.6k 216.43
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $344k 1.8k 190.51
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.0 $337k 4.1k 81.94
Lam Research Corp Com New (LRCX) 0.0 $322k 742.00 433.33
UnitedHealth (UNH) 0.0 $320k 771.00 415.45
Mastercard Incorporated Cl A (MA) 0.0 $318k 618.00 513.75
PNC Financial Services (PNC) 0.0 $315k 1.3k 246.25
Sandisk Corp (SNDK) 0.0 $312k 137.00 2273.74
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $301k 13k 23.13
Goldman Sachs (GS) 0.0 $292k 288.00 1012.55
Procter & Gamble Company (PG) 0.0 $289k 2.0k 146.64
Merck & Co (MRK) 0.0 $274k 2.1k 128.52
Ge Aerospace Com New (GE) 0.0 $270k 722.00 373.65
Coca-Cola Company (KO) 0.0 $265k 3.3k 81.26
Duke Energy Corp Com New (DUK) 0.0 $254k 2.0k 126.58
Te Connectivity Ord Shs (TEL) 0.0 $245k 1.2k 201.61
Starbucks Corporation (SBUX) 0.0 $242k 2.4k 102.20
Ge Vernova (GEV) 0.0 $241k 205.00 1174.86
Kla Corp Com New (KLAC) 0.0 $240k 794.00 301.71
Netflix (NFLX) 0.0 $236k 3.3k 71.40
Linde SHS (LIN) 0.0 $234k 450.00 519.33
Western Digital (WDC) 0.0 $232k 363.00 638.15
Provident Financial Services (PFS) 0.0 $231k 9.8k 23.64
Prologis (PLD) 0.0 $230k 1.7k 135.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $229k 1.5k 158.03
Ishares Gold Tr Ishares New (IAU) 0.0 $226k 3.0k 75.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $223k 1.8k 124.17
Public Service Enterprise (PEG) 0.0 $223k 2.7k 81.17
Marvell Technology (MRVL) 0.0 $218k 732.00 298.09
Chevron Corporation (CVX) 0.0 $213k 1.3k 165.80
Morgan Stanley Com New (MS) 0.0 $213k 1.0k 209.05
Travelers Companies (TRV) 0.0 $208k 630.00 330.12
Thermo Fisher Scientific (TMO) 0.0 $207k 413.00 501.36
Palo Alto Networks (PANW) 0.0 $207k 606.00 341.14
Analog Devices (ADI) 0.0 $206k 520.00 396.92
Ishares Tr Core Msci Eafe (IEFA) 0.0 $204k 2.1k 96.58
Vertex Cl A (VERX) 0.0 $193k 17k 11.48