Meridian Wealth Partners, LLC
Sector Allocation
- Other91.8%$758.2M
- Technology3.8%$31.5M
- Materials1.2%$9.7M
- Financials1.1%$9.0M
- Consumer Discretionary0.7%$6.0M
- Industrials0.5%$4.3M
- Healthcare0.4%$3.1M
- Consumer Staples0.3%$2.4M
- Energy0.1%$990,736
- Utilities0.1%$476,648
AUM History
13fpro.ai/research/fund/meridian-wealth-partners-llc-1781942
Conviction and streaks
Stable · top 10 = 68.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SCHWAB$105.0M
- DIMENSIONAL$104.3M
- ISHARES$98.4M
- DIMENSIONAL$58.7M
- ISHARES$37.9M
- ISHARES$35.9M
- ISHARES$34.0M
- ISHARES$32.1M
- DIMENSIONAL$31.1M
- ISHARES$28.1M
- SCHWAB$27.1M
- ISHARES$25.2M
- ISHARES$22.9M
- ISHARES$18.5M
- ISHARES$16.4M
- SCHWAB$14.1M
- ISHARES$11.5M
AAPL
$10.5MPPG
$9.5M- SCHWAB$8.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meridian-wealth-partners-llc-1781942
Meridian Wealth Partners, LLC 13F holdings — Q2 2026
$826.1M portfolio (+13.4% QoQ) · 125 holdings · Q2 2026 13F · top 10 are 69% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LRG CAP ETF
$105.0M
12.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$104.3M
12.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE US AGGBD ET
$98.4M
11.9% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$58.7M
7.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - S&P 500 GRWT ETF
$37.9M
4.6% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - EAFE GRWTH ETF
$35.9M
4.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - MSCI USA VALUE
$34.0M
4.1% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE MSCI TOTAL
$32.1M
3.9% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - WORLD EX US CORE
$31.1M
3.8% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - MBS ETF
$28.1M
3.4% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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% | +1.0% | — | — | — | — | |
| 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% | -0.9% | — | — | — | — | |
| 10 | ISHARES TR - MBS ETF | $28.1M | 3.4% | +6% | — | — | — | — |
All holdings — Meridian Wealth Partners, LLC (Q2 2026)
125 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $27.1M | 3.3% | 937K | +2% | — | — | 13F |
| 12 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $25.2M | 3.0% | 115K | +1% | — | — | 13F |
| 13 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $22.9M | 2.8% | 276K | -4% | — | — | 13F |
| 14 | — | ISHARES TR - EAFE VALUE ETFetf/fund | — | $18.5M | 2.2% | 241K | +2% | — | — | 13F |
| 15 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $16.4M | 2.0% | 153K | -11% | — | — | 13F |
| 16 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $14.1M | 1.7% | 583K | +7% | — | — | 13F |
| 17 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $11.5M | 1.4% | 38K | +0.4% | — | — | 13F |
| 18 | Apple Inc. | Technology | $10.5M | 1.3% | 36K | -3% | 10+ qtrs | 75.7 | 13F | |
| 19 | PPG INDUSTRIES INC | Materials | $9.5M | 1.1% | 78K | -1% | 7 qtrsTrimmed 4 qtrs in a row | 61.6 | 13F | |
| 20 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $8.5M | 1.0% | 231K | -0.9% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $6.9M | 0.8% | 19K | +217% | — | — | 13F |
| 22 | — | ISHARES TR - SHRT NAT MUN ETFetf/fund | — | $6.6M | 0.8% | 62K | -12% | — | — | 13F |
| 23 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $5.8M | 0.7% | 71K | +1% | — | — | 13F |
| 24 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $5.1M | 0.6% | 6,759 | -1% | — | — | 13F |
| 25 | NVIDIA CORP | Technology | $4.4M | 0.5% | 22K | +3% | 10+ qtrsAdded 2 qtrs in a row | 86.0 | 13F | |
| 26 | $MSFT | MICROSOFT CORP | Technology | $2.8M | 0.3% | 7,447 | +4% | |||
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.5M | 0.3% | 3,640 | +2% | |||
| 28 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $2.5M | 0.3% | 29K | -1% | |||
| 29 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.1M | 0.3% | 8,881 | +7% | |||
| 30 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $2.1M | 0.3% | 41K | -0.0% | |||
| 31 | $GOOGL | Alphabet Inc. | Technology | $1.8M | 0.2% | 5,174 | +3% | |||
| 32 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.8M | 0.2% | 5,222 | -4% | |||
| 33 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.8M | 0.2% | 6,030 | +0.3% | |||
| 34 | $NVR | NVR INC | Industrials | $1.8M | 0.2% | 262 | — | |||
| 35 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.8M | 0.2% | 21K | +3% | |||
| 36 | — | ISHARES TR - CORE S&P TTL STK | — | $1.6M | 0.2% | 9,531 | — | |||
| 37 | $AVGO | Broadcom Inc. | Technology | $1.5M | 0.2% | 3,898 | +3% | |||
| 38 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $1.4M | 0.2% | 19K | -4% | |||
| 39 | $MRBK | Meridian Corp | Financials | $1.3M | 0.2% | 67K | +0.0% | |||
| 40 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.2% | 3,752 | +1% | |||
| 41 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.3M | 0.2% | 2,273 | -25% | |||
| 42 | — | ISHARES TR - CORE UNIVRSL USD | — | $1.2M | 0.1% | 27K | +27% | |||
| 43 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.1M | 0.1% | 36K | +0.0% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $1.0M | 0.1% | 1,857 | +4% | |||
| 45 | $MU | MICRON TECHNOLOGY INC | Technology | $965K | 0.1% | 836 | +19% | |||
| 46 | $TSLA | Tesla, Inc. | Consumer Discretionary | $961K | 0.1% | 2,284 | +13% | |||
| 47 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $955K | 0.1% | 3,152 | -1% | |||
| 48 | $JPM | JPMORGAN CHASE & CO | Financials | $928K | 0.1% | 2,836 | +0.3% | |||
| 49 | $GLD | SPDR GOLD TRUST | Financials | $900K | 0.1% | 2,442 | — | |||
| 50 | $JNJ | JOHNSON & JOHNSON | Healthcare | $840K | 0.1% | 3,306 | -0.2% | |||
| 51 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $778K | 0.1% | 5,688 | +1% | |||
| 52 | — | VANGUARD WORLD FD - INF TECH ETF | — | $753K | 0.1% | 6,296 | +701% | |||
| 53 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.1% | 1 | — | |||
| 54 | $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | Financials | $731K | 0.1% | 11K | — | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $728K | 0.1% | 607 | +5% | |||
| 56 | $ABBV | AbbVie Inc. | Healthcare | $706K | 0.1% | 2,807 | +0.5% | |||
| 57 | $FULT | FULTON FINANCIAL CORP | Financials | $666K | 0.1% | 28K | +0.1% | |||
| 58 | — | VANGUARD INDEX FDS - VALUE ETF | — | $654K | 0.1% | 3,001 | +1% | |||
| 59 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $623K | 0.1% | 7,738 | +314% | |||
| 60 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $615K | 0.1% | 2,600 | +0.1% | |||
| 61 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $590K | 0.1% | 2,398 | -8% | |||
| 62 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $582K | 0.1% | 790 | -14% | |||
| 63 | $WMT | Walmart Inc. | Consumer Staples | $538K | 0.1% | 4,749 | +2% | |||
| 64 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $538K | 0.1% | 9,831 | -0.6% | |||
| 65 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $535K | 0.1% | 5,834 | +4% | |||
| 66 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $517K | 0.1% | 716 | -0.8% | |||
| 67 | $SPGI | S&P Global Inc. | Financials | $515K | 0.1% | 1,265 | -13% | |||
| 68 | $CSCO | CISCO SYSTEMS, INC. | Technology | $496K | 0.1% | 4,219 | -12% | |||
| 69 | $V | VISA INC. | Financials | $492K | 0.1% | 1,435 | +6% | |||
| 70 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $479K | 0.1% | 13K | — | |||
| 71 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $470K | 0.1% | 8,073 | -3% | |||
| 72 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $469K | 0.1% | 10K | -3% | |||
| 73 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $468K | 0.1% | 5,436 | +500% | |||
| 74 | $SPY | SPDR S&P 500 ETF TRUST | — | $468K | 0.1% | 626 | — | |||
| 75 | $MCD | MCDONALDS CORP | Consumer Discretionary | $461K | 0.1% | 1,705 | -4% | |||
| 76 | — | ISHARES TR - RUS 1000 ETF | — | $455K | 0.1% | 1,111 | — | |||
| 77 | $INTC | INTEL CORP | Technology | $425K | 0.1% | 3,046 | New | |||
| 78 | $RKLB | Rocket Lab Corp | Industrials | $423K | 0.1% | 4,161 | +2% | |||
| 79 | $LMT | LOCKHEED MARTIN CORP | Industrials | $422K | 0.1% | 827 | -0.7% | |||
| 80 | $RTX | RTX Corp | Industrials | $421K | 0.1% | 2,218 | -0.5% | |||
| 81 | $CAT | CATERPILLAR INC | Industrials | $418K | 0.1% | 393 | +2% | |||
| 82 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $405K | 0.1% | 1,837 | -2% | |||
| 83 | $PM | Philip Morris International Inc. | Consumer Staples | $404K | 0.1% | 2,233 | +3% | |||
| 84 | $ORCL | ORACLE CORP | Technology | $386K | 0.1% | 2,637 | +20% | |||
| 85 | — | ISHARES TR - RUSSELL 3000 ETF | — | $368K | 0.0% | 863 | -3% | |||
| 86 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $353K | 0.0% | 6,192 | -2% | |||
| 87 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $352K | 0.0% | 4,940 | -2% | |||
| 88 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $352K | 0.0% | 376 | +0.8% | |||
| 89 | $BA | BOEING CO | Industrials | $347K | 0.0% | 1,605 | -10% | |||
| 90 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $344K | 0.0% | 1,805 | — | |||
| 91 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $337K | 0.0% | 4,109 | — | |||
| 92 | $LRCX | LAM RESEARCH CORP | Technology | $322K | 0.0% | 742 | New | |||
| 93 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $320K | 0.0% | 771 | New | |||
| 94 | $MA | Mastercard Inc | Financials | $317K | 0.0% | 618 | +0.8% | |||
| 95 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $315K | 0.0% | 1,278 | -0.5% | |||
| 96 | $SNDK | Sandisk Corp | Technology | $312K | 0.0% | 137 | New | |||
| 97 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $301K | 0.0% | 13K | -4% | |||
| 98 | $GS | GOLDMAN SACHS GROUP INC | Financials | $292K | 0.0% | 288 | +3% | |||
| 99 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $289K | 0.0% | 1,973 | -3% | |||
| 100 | $MRK | Merck & Co., Inc. | Healthcare | $274K | 0.0% | 2,133 | -3% | |||
| 101 | $GE | GENERAL ELECTRIC CO | Industrials | $270K | 0.0% | 722 | +2% | |||
| 102 | $KO | COCA COLA CO | Consumer Staples | $265K | 0.0% | 3,264 | -0.2% | |||
| 103 | $DUK | Duke Energy CORP | Utilities | $254K | 0.0% | 2,006 | +6% | |||
| 104 | $TEL | TE Connectivity plc | Technology | $245K | 0.0% | 1,216 | -1% | |||
| 105 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $242K | 0.0% | 2,363 | New | |||
| 106 | $GEV | GE Vernova Inc. | Industrials | $241K | 0.0% | 205 | New | |||
| 107 | $KLAC | KLA CORP | Technology | $240K | 0.0% | 794 | New | |||
| 108 | $NFLX | NETFLIX INC | Communication Services | $236K | 0.0% | 3,300 | -4% | |||
| 109 | $LIN | LINDE PLC | Materials | $234K | 0.0% | 450 | +0.9% | |||
| 110 | $WDC | WESTERN DIGITAL CORP | Technology | $232K | 0.0% | 363 | New | |||
| 111 | $PFS | PROVIDENT FINANCIAL SERVICES INC | Financials | $231K | 0.0% | 9,777 | -0.0% | |||
| 112 | $PLD | Prologis, Inc. | Real Estate | $230K | 0.0% | 1,696 | +2% | |||
| 113 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $229K | 0.0% | 1,450 | -15% | |||
| 114 | $IAU | ISHARES GOLD TRUST | Financials | $226K | 0.0% | 2,993 | — | |||
| 115 | — | ISHARES TR - RUS 1000 GRW ETF | — | $223K | 0.0% | 1,796 | New | |||
| 116 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $223K | 0.0% | 2,744 | +9% | |||
| 117 | $MRVL | Marvell Technology, Inc. | Technology | $218K | 0.0% | 732 | New | |||
| 118 | $CVX | CHEVRON CORP | Energy | $213K | 0.0% | 1,285 | -4% | |||
| 119 | $MS | MORGAN STANLEY | Financials | $213K | 0.0% | 1,018 | New | |||
| 120 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $208K | 0.0% | 630 | New | |||
| 121 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $207K | 0.0% | 413 | -1% | |||
| 122 | $PANW | Palo Alto Networks Inc | Technology | $207K | 0.0% | 606 | New | |||
| 123 | $ADI | ANALOG DEVICES INC | Technology | $206K | 0.0% | 520 | New | |||
| 124 | — | ISHARES TR - CORE MSCI EAFE | — | $204K | 0.0% | 2,112 | -11% | |||
| 125 | $VERX | Vertex, Inc. | Technology | $193K | 0.0% | 17K | -9% |
What changed in Q2 2026
Against the previous quarter's 13F: 14 new, 54 added to, 46 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$INTCINTEL CORP$425K
first bought this quarter
$LRCXLAM RESEARCH CORP$322K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$320K
first bought this quarter
$SNDKSandisk Corp$312K
first bought this quarter
$SBUXSTARBUCKS CORP$242K
first bought this quarter
$GEVGE Vernova Inc.$241K
first bought this quarter
+8 more in the Excel export
Added to (54)
- ISHARES TR - CORE US AGGBD ET+5%
now $98.4M
- VANGUARD INDEX FDS - TOTAL STK MKT+217%
now $6.9M
- SCHWAB STRATEGIC TR - US LRG CAP ETF+2%
now $105.0M
- ISHARES TR - MBS ETF+6%
now $28.1M
- ISHARES TR - EAFE GRWTH ETF+3%
now $35.9M
- DIMENSIONAL ETF TRUST - US CORE EQT MKT+2%
now $58.7M
+48 more in the Excel export
Trimmed (46)
- ISHARES TR - MSCI USA VALUE-9%
now $34.0M
- ISHARES TR - NATIONAL MUN ETF-11%
now $16.4M
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-1%
now $104.3M
- ISHARES INC - CORE MSCI EMKT-4%
now $22.9M
- ISHARES TR - SHRT NAT MUN ETF-12%
now $6.6M
$AMDADVANCED MICRO DEVICES INC-25%
now $1.3M · held 10+ qtrs
+40 more in the Excel export
Holdings by quarter
Every 13F Meridian Wealth Partners, LLC has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow Meridian Wealth Partners?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Meridian Wealth Partners's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+1.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
69%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
87%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Meridian Wealth Partners, LLC
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Every holding in Meridian Wealth Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.