Meridian Wealth Partners, LLC
13F Reported Value
ⓘ$728.6M
Holdings
118
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Meridian Wealth Partners, LLC disclosed 118 positions worth $728.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 12 new positions and exited 7 — including a new stake in $NVR and a full exit from $UNH. The portfolio is most concentrated in Other (92.0% of disclosed assets). All figures are sourced directly from Meridian Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1781942.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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ISHARES TR
—Quality
$93.6M943,173 shDIMENSIONAL ETF TRUST
—Quality
$92.5M2,380,620 shSCHWAB STRATEGIC TR
—Quality
$89.8M3,500,440 shDIMENSIONAL ETF TRUST
—Quality
$50.3M1,115,216 shISHARES TR
—Quality
$31.0M278,706 shISHARES TR
—Quality
$30.8M272,542 shDIMENSIONAL ETF TRUST
—Quality
$29.0M852,469 shISHARES TR
—Quality
$28.8M332,809 shISHARES TR
—Quality
$26.6M280,334 shISHARES TR
—Quality
$26.5M186,234 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $93.6M | 943,173 |
| DIMENSIONAL ETF TRUST | — | $92.5M | 2,380,620 |
| SCHWAB STRATEGIC TR | — | $89.8M | 3,500,440 |
| DIMENSIONAL ETF TRUST | — | $50.3M | 1,115,216 |
| ISHARES TR | — | $31.0M | 278,706 |
| ISHARES TR | — | $30.8M | 272,542 |
| DIMENSIONAL ETF TRUST | — | $29.0M | 852,469 |
| ISHARES TR | — | $28.8M | 332,809 |
| ISHARES TR | — | $26.6M | 280,334 |
| ISHARES TR | — | $26.5M | 186,234 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Meridian Wealth Partners, LLC's 118 positions.
Showing top 10 of 118 holdings.
Sector Allocation
Other
$670.0M
Technology
$24.6M
Materials
$8.7M
Financials
$8.1M
Consumer Discretionary
$5.5M
Industrials
$4.3M
Healthcare
$3.1M
Consumer Staples
$1.4M
Full Holdings — Meridian Wealth Partners, LLC (Q1 2026)
All 118 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $93.6M | 12.8% | +4% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $92.5M | 12.7% | -4% | — |
| 3 | — | SCHWAB STRATEGIC TR | $89.8M | 12.3% | +3% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $50.3M | 6.9% | +3% | — |
| 5 | — | ISHARES TR | $31.0M | 4.3% | +4% | — |
| 6 | — | ISHARES TR | $30.8M | 4.2% | +5% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $29.0M | 4.0% | -4% | — |
| 8 | — | ISHARES TR | $28.8M | 4.0% | +3% | — |
| 9 | — | ISHARES TR | $26.6M | 3.6% | +5% | — |
| 10 | — | ISHARES TR | $26.5M | 3.6% | +1% | — |
| 11 | — | SCHWAB STRATEGIC TR | $23.1M | 3.2% | +3% | — |
| 12 | — | ISHARES TR | $21.8M | 3.0% | +2% | — |
| 13 | — | ISHARES INC | $20.0M | 2.8% | +2% | — |
| 14 | — | ISHARES TR | $18.2M | 2.5% | -1% | — |
| 15 | — | ISHARES TR | $17.6M | 2.4% | +2% | — |
| 16 | — | SCHWAB STRATEGIC TR | $13.2M | 1.8% | +4% | — |
| 17 |  $AAPL | Apple Inc. | $9.5M | 1.3% | +1% | 76.1 |
| 18 | — | ISHARES TR | $9.4M | 1.3% | -0% | — |
| 19 |  $PPG | PPG INDUSTRIES INC | $8.5M | 1.2% | -2% | 57.1 |
| 20 | — | ISHARES TR | $7.4M | 1.0% | -1% | — |
| 21 | — | SCHWAB STRATEGIC TR | $7.2M | 1.0% | -4% | — |
| 22 | — | DIMENSIONAL ETF TRUST | $5.0M | 0.7% | +7% | — |
| 23 | — | ISHARES TR | $4.5M | 0.6% | -2% | — |
| 24 |  $NVDA | NVIDIA CORP | $3.7M | 0.5% | +11% | 90.2 |
| 25 |  $MSFT | MICROSOFT CORP | $2.7M | 0.4% | +5% | 83.7 |
| 26 | — | VANGUARD INTL EQUITY INDEX F | $2.2M | 0.3% | -6% | — |
| 27 | — | VANGUARD INDEX FDS | $2.1M | 0.3% | +26% | — |
| 28 | — | VANGUARD MUN BD FDS | $2.1M | 0.3% | +0% | — |
| 29 | — | VANGUARD INDEX FDS | $1.9M | 0.3% | +4% | — |
| 30 |  $HD | HOME DEPOT, INC. | $1.8M | 0.3% | -1% | 69.2 |
| 31 |  $NVR | NVR INC | $1.7M | 0.2% | NEW | 62.3 |
| 32 |  $AMZN | AMAZON COM INC | $1.7M | 0.2% | +11% | 74.6 |
| 33 | — | VANGUARD STAR FDS | $1.6M | 0.2% | +2% | — |
| 34 | — | VANGUARD BD INDEX FDS | $1.5M | 0.2% | -1% | — |
| 35 |  $GOOG | Alphabet Inc. | $1.4M | 0.2% | -6% | 80.2 |
| 36 | — | ISHARES TR | $1.4M | 0.2% | -0% | — |
| 37 |  $MRBK | Meridian Corp | $1.3M | 0.2% | +0% | 62.4 |
| 38 |  $AVGO | Broadcom Inc. | $1.2M | 0.2% | +4% | 86.4 |
| 39 |  $TXN | TEXAS INSTRUMENTS INC | $1.2M | 0.2% | +1% | 70.4 |
| 40 | — | SCHWAB STRATEGIC TR | $1.1M | 0.1% | +1% | — |
| 41 |  $GOOGL | Alphabet Inc. | $1.1M | 0.1% | +3% | 80.2 |
| 42 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.1% | +0% | — |
| 43 |  $META | Meta Platforms, Inc. | $1.0M | 0.1% | -2% | 80.9 |
| 44 | — | ISHARES TR | $972,623 | 0.1% | -2% | — |
| 45 |  $XOM | EXXON MOBIL CORP | $952,739 | 0.1% | +2% | 61.8 |
| 46 | — | VANGUARD INDEX FDS | $837,360 | 0.1% | -5% | — |
| 47 |  $JPM | JPMORGAN CHASE & CO | $831,886 | 0.1% | -1% | 35.6 |
| 48 |  $JNJ | JOHNSON & JOHNSON | $809,342 | 0.1% | +33% | 72.8 |
| 49 |  $TSLA | Tesla, Inc. | $750,192 | 0.1% | +2% | 50.1 |
| 50 |  $CNTA | Centessa Pharmaceuticals plc | $718,972 | 0.1% | +0% | — |
| 51 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 52 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $638,710 | 0.1% | +0% | 65.8 |
| 53 |  $SPGI | S&P Global Inc. | $618,606 | 0.1% | -18% | 79.4 |
| 54 |  $AMD | ADVANCED MICRO DEVICES INC | $613,749 | 0.1% | +5% | 78.8 |
| 55 |  $ABBV | AbbVie Inc. | $607,741 | 0.1% | +8% | 59.3 |
| 56 |  $WMT | Walmart Inc. | $581,010 | 0.1% | +4% | 63.2 |
| 57 | — | VANGUARD INDEX FDS | $580,556 | 0.1% | -7% | — |
| 58 |  $FULT | FULTON FINANCIAL CORP | $559,758 | 0.1% | +0% | 52.1 |
| 59 | — | VANGUARD SPECIALIZED FUNDS | $558,696 | 0.1% | +0% | — |
| 60 |  $MCD | MCDONALDS CORP | $553,207 | 0.1% | -0% | 73.9 |
| 61 | — | VANGUARD WORLD FD | $548,377 | 0.1% | +28% | — |
| 62 | — | VANGUARD INDEX FDS | $537,314 | 0.1% | +0% | — |
| 63 | — | VANGUARD INDEX FDS | $536,727 | 0.1% | +0% | — |
| 64 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $530,841 | 0.1% | +85% | — |
| 65 |  $LLY | ELI LILLY & Co | $529,482 | 0.1% | +3% | 89.3 |
| 66 |  $LMT | LOCKHEED MARTIN CORP | $503,686 | 0.1% | NEW | 65 |
| 67 | — | VANGUARD SCOTTSDALE FDS | $488,458 | 0.1% | +0% | — |
| 68 | — | VANGUARD SCOTTSDALE FDS | $486,121 | 0.1% | +0% | — |
| 69 |  $CL | COLGATE PALMOLIVE CO | $478,113 | 0.1% | NEW | 72.4 |
| 70 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $449,744 | 0.1% | -4% | — |
| 71 |  $LOW | LOWES COMPANIES INC | $441,293 | 0.1% | +7% | 63.5 |
| 72 |  $RTX | RTX Corp | $429,910 | 0.1% | +14% | 70 |
| 73 |  $V | VISA INC. | $409,133 | 0.1% | -1% | 83.5 |
| 74 |  $SPY | SPDR S&P 500 ETF TRUST | $407,349 | 0.1% | +3% | — |
| 75 | — | ISHARES TR | $396,210 | 0.1% | +0% | — |
| 76 | — | VANGUARD INDEX FDS | $395,732 | 0.1% | +5% | — |
| 77 | — | SCHWAB STRATEGIC TR | $385,330 | 0.1% | +0% | — |
| 78 |  $CSCO | CISCO SYSTEMS, INC. | $372,381 | 0.1% | +2% | 72.3 |
| 79 |  $COST | COSTCO WHOLESALE CORP /NEW | $371,682 | 0.1% | +9% | 67 |
| 80 |  $PM | Philip Morris International Inc. | $358,513 | 0.1% | +26% | 80.5 |
| 81 |  $BA | BOEING CO | $356,397 | 0.1% | +7% | 51.8 |
| 82 |  $NFLX | NETFLIX INC | $331,891 | 0.1% | +8% | 86.7 |
| 83 | — | ISHARES TR | $330,436 | 0.1% | +3% | — |
| 84 |  $ORCL | ORACLE CORP | $324,231 | 0.0% | +3% | 67.2 |
| 85 | — | VANGUARD TAX-MANAGED FDS | $322,964 | 0.0% | +0% | — |
| 86 | — | SCHWAB STRATEGIC TR | $313,633 | 0.0% | -12% | — |
| 87 |  $BAC | BANK OF AMERICA CORP /DE/ | $307,087 | 0.0% | -5% | 68.4 |
| 88 |  $MA | Mastercard Inc | $306,383 | 0.0% | +2% | 81.7 |
| 89 |  $PG | PROCTER & GAMBLE Co | $293,359 | 0.0% | -4% | 72.9 |
| 90 | — | DIMENSIONAL ETF TRUST | $291,370 | 0.0% | +0% | — |
| 91 |  $CVX | CHEVRON CORP | $275,867 | 0.0% | NEW | 54.7 |
| 92 |  $CAT | CATERPILLAR INC | $273,177 | 0.0% | +3% | 67.8 |
| 93 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $267,426 | 0.0% | +1% | 70.9 |
| 94 |  $MRK | Merck & Co., Inc. | $265,281 | 0.0% | +1% | 70.9 |
| 95 |  $IAU | ISHARES GOLD TRUST | $263,863 | 0.0% | -34% | — |
| 96 |  $RKLB | Rocket Lab Corp | $261,376 | 0.0% | +0% | 37.2 |
| 97 |  $TEL | TE Connectivity plc | $257,095 | 0.0% | -2% | — |
| 98 | — | FIRST TR EXCHANGE TRADED FD | $252,579 | 0.0% | NEW | — |
| 99 | — | VANGUARD WHITEHALL FDS | $251,770 | 0.0% | +0% | — |
| 100 |  $KO | COCA COLA CO | $248,583 | 0.0% | +1% | 74 |
| 101 |  $DUK | Duke Energy CORP | $247,084 | 0.0% | +2% | 64 |
| 102 |  $AMAT | APPLIED MATERIALS INC /DE | $246,660 | 0.0% | NEW | 74.8 |
| 103 | — | SELECT SECTOR SPDR TR | $239,868 | 0.0% | +0% | — |
| 104 |  $GS | GOLDMAN SACHS GROUP INC | $237,160 | 0.0% | -1% | — |
| 105 |  $MU | MICRON TECHNOLOGY INC | $236,715 | 0.0% | NEW | 88.4 |
| 106 |  $CCZ | COMCAST CORP | $221,446 | 0.0% | -0% | 70.4 |
| 107 |  $LIN | LINDE PLC | $221,275 | 0.0% | NEW | — |
| 108 |  $VERX | Vertex, Inc. | $219,408 | 0.0% | NEW | 49.8 |
| 109 |  $PLD | Prologis, Inc. | $218,783 | 0.0% | +3% | 67.5 |
| 110 |  $PLTR | Palantir Technologies Inc. | $218,251 | 0.0% | +16% | 85.8 |
| 111 | — | ISHARES TR | $213,832 | 0.0% | -97% | — |
| 112 |  $WM | WASTE MANAGEMENT INC | $210,565 | 0.0% | +1% | 70.7 |
| 113 |  $GILD | GILEAD SCIENCES, INC. | $209,892 | 0.0% | NEW | 77.8 |
| 114 |  $NEE | NEXTERA ENERGY INC | $208,916 | 0.0% | NEW | 71.7 |
| 115 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $206,903 | 0.0% | NEW | 69 |
| 116 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $205,461 | 0.0% | -1% | 63.7 |
| 117 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $203,290 | 0.0% | +0% | 74.6 |
| 118 |  $GE | GENERAL ELECTRIC CO | $200,854 | 0.0% | -0% | 74.8 |
New Positions (12)
$NVR NVR INC$1.7M$LMT LOCKHEED MARTIN CORP$503,686$CL COLGATE PALMOLIVE CO$478,113$CVX CHEVRON CORP$275,867$AMAT APPLIED MATERIALS INC /DE$246,660$MU MICRON TECHNOLOGY INC$236,715$LIN LINDE PLC$221,275$VERX Vertex, Inc.$219,408$GILD GILEAD SCIENCES, INC.$209,892$NEE NEXTERA ENERGY INC$208,916$PFS PROVIDENT FINANCIAL SERVICES INC$206,903
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