Meridian Wealth Partners, LLC
13F Reported Value
ⓘ$826.1M
Holdings
125
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Meridian Wealth Partners, LLC disclosed 125 positions worth $826.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 7 — including a new stake in $INTC and a full exit from $CNTA. The portfolio is most concentrated in Other (91.8% 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 — Q2 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$105.0M3,567,346 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$104.3M2,351,350 shISHARES TR - CORE US AGGBD ET
—Quality
$98.4M994,500 shDIMENSIONAL ETF TRUST - US CORE EQT MKT
—Quality
$58.7M1,134,778 shISHARES TR - S&P 500 GRWT ETF
—Quality
$37.9M275,265 shISHARES TR - EAFE GRWTH ETF
—Quality
$35.9M288,300 shISHARES TR - MSCI USA VALUE
—Quality
$34.0M170,213 shISHARES TR - CORE MSCI TOTAL
—Quality
$32.1M336,456 shDIMENSIONAL ETF TRUST - WORLD EX US CORE
—Quality
$31.1M844,650 shISHARES TR - MBS ETF
—Quality
$28.1M297,555 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $105.0M | 3,567,346 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $104.3M | 2,351,350 |
| ISHARES TR - CORE US AGGBD ET | — | $98.4M | 994,500 |
| DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $58.7M | 1,134,778 |
| ISHARES TR - S&P 500 GRWT ETF | — | $37.9M | 275,265 |
| ISHARES TR - EAFE GRWTH ETF | — | $35.9M | 288,300 |
| ISHARES TR - MSCI USA VALUE | — | $34.0M | 170,213 |
| ISHARES TR - CORE MSCI TOTAL | — | $32.1M | 336,456 |
| DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $31.1M | 844,650 |
| ISHARES TR - MBS ETF | — | $28.1M | 297,555 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Meridian Wealth Partners, LLC's 125 positions.
Showing top 10 of 125 holdings.
Sector Allocation
Other
$758.2M
Technology
$31.9M
Materials
$9.7M
Financials
$9.0M
Consumer Discretionary
$6.0M
Industrials
$5.1M
Healthcare
$2.9M
Consumer Staples
$1.5M
Full Holdings — Meridian Wealth Partners, LLC (Q2 2026)
All 125 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 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $105.0M | 12.7% | +2% | — |
| 2 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $104.3M | 12.6% | -1% | — |
| 3 | — | ISHARES TR - CORE US AGGBD ET | $98.4M | 11.9% | +5% | — |
| 4 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $58.7M | 7.1% | +2% | — |
| 5 | — | ISHARES TR - S&P 500 GRWT ETF | $37.9M | 4.6% | +1% | — |
| 6 | — | ISHARES TR - EAFE GRWTH ETF | $35.9M | 4.3% | +3% | — |
| 7 | — | ISHARES TR - MSCI USA VALUE | $34.0M | 4.1% | -9% | — |
| 8 | — | ISHARES TR - CORE MSCI TOTAL | $32.1M | 3.9% | +1% | — |
| 9 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $31.1M | 3.8% | -1% | — |
| 10 | — | ISHARES TR - MBS ETF | $28.1M | 3.4% | +6% | — |
| 11 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $27.1M | 3.3% | +2% | — |
| 12 | — | ISHARES TR - MSCI USA QLT FCT | $25.2M | 3.0% | +1% | — |
| 13 | — | ISHARES INC - CORE MSCI EMKT | $22.9M | 2.8% | -4% | — |
| 14 | — | ISHARES TR - EAFE VALUE ETF | $18.5M | 2.2% | +2% | — |
| 15 | — | ISHARES TR - NATIONAL MUN ETF | $16.4M | 2.0% | -11% | — |
| 16 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $14.1M | 1.7% | +7% | — |
| 17 | — | ISHARES TR - RUSSELL 2000 ETF | $11.5M | 1.4% | +0% | — |
| 18 |  $AAPL | Apple Inc. | $10.5M | 1.3% | -3% | 76.4 |
| 19 |  $PPG | PPG INDUSTRIES INC | $9.5M | 1.1% | -1% | 59.1 |
| 20 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $8.5M | 1.0% | -1% | — |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $6.9M | 0.8% | +217% | — |
| 22 | — | ISHARES TR - SHRT NAT MUN ETF | $6.6M | 0.8% | -12% | — |
| 23 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $5.8M | 0.7% | +1% | — |
| 24 | — | ISHARES TR - CORE S&P500 ETF | $5.1M | 0.6% | -1% | — |
| 25 |  $NVDA | NVIDIA CORP | $4.4M | 0.5% | +3% | 85.9 |
| 26 |  $MSFT | MICROSOFT CORP | $2.8M | 0.3% | +4% | 79.8 |
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.5M | 0.3% | +2% | — |
| 28 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $2.5M | 0.3% | -1% | — |
| 29 |  $AMZN | AMAZON COM INC | $2.1M | 0.3% | +7% | 68.7 |
| 30 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $2.1M | 0.3% | -0% | — |
| 31 |  $GOOG | Alphabet Inc. | $1.8M | 0.2% | +3% | 78.2 |
| 32 |  $HD | HOME DEPOT, INC. | $1.8M | 0.2% | -4% | 60.3 |
| 33 |  $TXN | TEXAS INSTRUMENTS INC | $1.8M | 0.2% | +0% | 73.4 |
| 34 |  $NVR | NVR INC | $1.8M | 0.2% | +0% | 56.3 |
| 35 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1.8M | 0.2% | +3% | — |
| 36 | — | ISHARES TR - CORE S&P TTL STK | $1.6M | 0.2% | +0% | — |
| 37 |  $AVGO | Broadcom Inc. | $1.5M | 0.2% | +3% | 84.5 |
| 38 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.4M | 0.2% | -4% | — |
| 39 |  $MRBK | Meridian Corp | $1.3M | 0.2% | +0% | 50.6 |
| 40 |  $GOOGL | Alphabet Inc. | $1.3M | 0.2% | +1% | 78.2 |
| 41 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.2% | -25% | 79.8 |
| 42 | — | ISHARES TR - CORE UNIVRSL USD | $1.2M | 0.1% | +27% | — |
| 43 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.1M | 0.1% | +0% | — |
| 44 |  $META | Meta Platforms, Inc. | $1.0M | 0.1% | +4% | 79.6 |
| 45 |  $MU | MICRON TECHNOLOGY INC | $964,603 | 0.1% | +19% | 86.2 |
| 46 |  $TSLA | Tesla, Inc. | $960,652 | 0.1% | +13% | 53.9 |
| 47 | — | VANGUARD INDEX FDS - SMALL CP ETF | $955,465 | 0.1% | -1% | — |
| 48 |  $JPM | JPMORGAN CHASE & CO | $928,308 | 0.1% | +0% | 70.7 |
| 49 |  $GLD | SPDR GOLD TRUST | $899,584 | 0.1% | +0% | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $839,626 | 0.1% | -0% | 69 |
| 51 |  $XOM.R34088 | EXXON MOBIL CORP | $777,679 | 0.1% | +1% | 57.9 |
| 52 | — | VANGUARD WORLD FD - INF TECH ETF | $752,541 | 0.1% | +701% | — |
| 53 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 54 |  $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | $730,950 | 0.1% | +0% | 60.4 |
| 55 |  $LLY | ELI LILLY & Co | $727,656 | 0.1% | +5% | 87.5 |
| 56 |  $ABBV | AbbVie Inc. | $706,439 | 0.1% | +0% | 72.6 |
| 57 |  $FULT | FULTON FINANCIAL CORP | $666,242 | 0.1% | +0% | 62.4 |
| 58 | — | VANGUARD INDEX FDS - VALUE ETF | $654,008 | 0.1% | +1% | — |
| 59 | — | VANGUARD INDEX FDS - MID CAP ETF | $623,451 | 0.1% | +314% | — |
| 60 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $615,229 | 0.1% | +0% | — |
| 61 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $590,412 | 0.1% | -8% | — |
| 62 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $581,546 | 0.1% | -14% | — |
| 63 |  $WMT | Walmart Inc. | $537,872 | 0.1% | +2% | 60.2 |
| 64 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $537,658 | 0.1% | -1% | — |
| 65 |  $CL | COLGATE PALMOLIVE CO | $534,832 | 0.1% | +4% | 61.3 |
| 66 |  $AMAT | APPLIED MATERIALS INC /DE | $517,428 | 0.1% | -1% | 72.3 |
| 67 |  $SPGI | S&P Global Inc. | $515,338 | 0.1% | -13% | 76.1 |
| 68 |  $CSCO | CISCO SYSTEMS, INC. | $495,604 | 0.1% | -12% | 70.3 |
| 69 |  $V | VISA INC. | $492,221 | 0.1% | +6% | 82.9 |
| 70 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $478,773 | 0.1% | +0% | — |
| 71 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $469,849 | 0.1% | -3% | — |
| 72 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $469,130 | 0.1% | -3% | — |
| 73 | — | VANGUARD INDEX FDS - GROWTH ETF | $468,258 | 0.1% | +500% | — |
| 74 |  $SPY | SPDR S&P 500 ETF TRUST | $467,807 | 0.1% | +0% | — |
| 75 |  $MCD | MCDONALDS CORP | $460,879 | 0.1% | -4% | 69 |
| 76 | — | ISHARES TR - RUS 1000 ETF | $455,037 | 0.1% | +0% | — |
| 77 |  $INTC | INTEL CORP | $425,360 | 0.1% | NEW | 45.6 |
| 78 |  $RKLB | Rocket Lab Corp | $422,967 | 0.1% | +2% | 39.9 |
| 79 |  $LMT | LOCKHEED MARTIN CORP | $421,517 | 0.1% | -1% | 65.6 |
| 80 |  $RTX | RTX Corp | $420,758 | 0.1% | -0% | 73.2 |
| 81 |  $CAT | CATERPILLAR INC | $418,071 | 0.1% | +2% | 66.5 |
| 82 |  $LOW | LOWES COMPANIES INC | $404,968 | 0.1% | -2% | 60.8 |
| 83 |  $PM | Philip Morris International Inc. | $404,033 | 0.1% | +3% | 75.9 |
| 84 |  $ORCL | ORACLE CORP | $386,453 | 0.1% | +20% | 67.9 |
| 85 | — | ISHARES TR - RUSSELL 3000 ETF | $368,167 | 0.0% | -3% | — |
| 86 |  $BAC | BANK OF AMERICA CORP /DE/ | $352,839 | 0.0% | -2% | 67.6 |
| 87 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $351,975 | 0.0% | -2% | — |
| 88 |  $COST | COSTCO WHOLESALE CORP /NEW | $351,752 | 0.0% | +1% | 66.2 |
| 89 |  $BA | BOEING CO | $347,363 | 0.0% | -10% | 61.6 |
| 90 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $343,865 | 0.0% | +0% | — |
| 91 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $336,692 | 0.0% | +0% | — |
| 92 |  $LRCX | LAM RESEARCH CORP | $321,531 | 0.0% | NEW | 79.4 |
| 93 |  $UNH | UNITEDHEALTH GROUP INC | $320,313 | 0.0% | NEW | 62.7 |
| 94 |  $MA | Mastercard Inc | $317,499 | 0.0% | +1% | 85.1 |
| 95 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $314,705 | 0.0% | -1% | 73.7 |
| 96 |  $SNDK | Sandisk Corp | $311,502 | 0.0% | NEW | 87.7 |
| 97 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $300,829 | 0.0% | -4% | — |
| 98 |  $GS | GOLDMAN SACHS GROUP INC | $291,613 | 0.0% | +3% | 73.5 |
| 99 |  $PG | PROCTER & GAMBLE Co | $289,322 | 0.0% | -3% | 64.6 |
| 100 |  $MRK | Merck & Co., Inc. | $274,134 | 0.0% | -3% | 59.9 |
| 101 |  $GE | GENERAL ELECTRIC CO | $269,772 | 0.0% | +2% | 73.8 |
| 102 |  $KO | COCA COLA CO | $265,239 | 0.0% | -0% | 69.5 |
| 103 |  $DUK | Duke Energy CORP | $253,920 | 0.0% | +6% | 56.4 |
| 104 |  $TEL | TE Connectivity plc | $245,159 | 0.0% | -1% | — |
| 105 |  $SBUX | STARBUCKS CORP | $241,503 | 0.0% | NEW | 58.2 |
| 106 |  $GEV | GE Vernova Inc. | $240,847 | 0.0% | NEW | 81.1 |
| 107 |  $KLAC | KLA CORP | $239,559 | 0.0% | NEW | 78.6 |
| 108 |  $NFLX | NETFLIX INC | $235,606 | 0.0% | -4% | 78.8 |
| 109 |  $LIN | LINDE PLC | $233,697 | 0.0% | +1% | — |
| 110 |  $WDC | WESTERN DIGITAL CORP | $231,648 | 0.0% | NEW | 80.7 |
| 111 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $231,129 | 0.0% | -0% | 74.2 |
| 112 |  $PLD | Prologis, Inc. | $229,782 | 0.0% | +2% | 68.3 |
| 113 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $229,144 | 0.0% | -15% | — |
| 114 |  $IAU | ISHARES GOLD TRUST | $226,002 | 0.0% | +0% | — |
| 115 | — | ISHARES TR - RUS 1000 GRW ETF | $223,010 | 0.0% | NEW | — |
| 116 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $222,728 | 0.0% | +9% | 60.9 |
| 117 |  $MRVL | Marvell Technology, Inc. | $218,205 | 0.0% | NEW | 76.5 |
| 118 |  $CVX | CHEVRON CORP | $213,057 | 0.0% | -4% | 62.8 |
| 119 |  $MS | MORGAN STANLEY | $212,808 | 0.0% | NEW | 75.8 |
| 120 |  $TRV | TRAVELERS COMPANIES, INC. | $207,976 | 0.0% | NEW | 75.9 |
| 121 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $207,063 | 0.0% | -1% | 65.1 |
| 122 |  $PANW | Palo Alto Networks Inc | $206,732 | 0.0% | NEW | 65.5 |
| 123 |  $ADI | ANALOG DEVICES INC | $206,399 | 0.0% | NEW | 79.2 |
| 124 | — | ISHARES TR - CORE MSCI EAFE | $203,977 | 0.0% | -11% | — |
| 125 |  $VERX | Vertex, Inc. | $192,692 | 0.0% | -9% | 57.5 |
New Positions (14)
$INTC INTEL CORP$425,360$LRCX LAM RESEARCH CORP$321,531$UNH UNITEDHEALTH GROUP INC$320,313$SNDK Sandisk Corp$311,502$SBUX STARBUCKS CORP$241,503$GEV GE Vernova Inc.$240,847$KLAC KLA CORP$239,559$WDC WESTERN DIGITAL CORP$231,648$MRVL Marvell Technology, Inc.$218,205$MS MORGAN STANLEY$212,808$TRV TRAVELERS COMPANIES, INC.$207,976$PANW Palo Alto Networks Inc$206,732$ADI ANALOG DEVICES INC$206,399
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