Meridian Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1781942 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$728.6M
Long-equity book
Holdings
118
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+13 / −8 / ↑27 / ↓25
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.6M +5.7%
- ISHARES TR$1.4M +5.4%
- ISHARES INC$1.1M +5.8%
- ISHARES TR$1.1M +6.4%
- DIMENSIONAL ETF TRUST$400.9K +8.8%
Top Trims
- DIMENSIONAL ETF TRUST-$6.0M -6.0%
- MICROSOFT CORP-$658.8K -19.8%
- APPLE INC-$531.8K -5.3%
- ISHARES TR-$311.1K -6.5%
- S&P GLOBAL INC-$307.6K -33.2%
New Positions
- NVR INC$1.7M
- LOCKHEED MARTIN CORP$503.7K
- COLGATE PALMOLIVE CO$478.1K
- CHEVRON CORPORATION$275.9K
- FIRST TR EXCHANGE TRADED FD$252.6K
Exited Positions
- UNITEDHEALTH GROUP INC$257.7K
- APPLOVIN CORP$249.3K
- WELLS FARGO CO NEW$233.1K
- ABBOTT LABS$229.7K
- AMERICAN EXPRESS CO$215.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | AGG | 464287226 | $93.6M | 12.85% | 943,173 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $92.5M | 12.70% | 2,380,620 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $89.8M | 12.32% | 3,500,440 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $50.3M | 6.91% | 1,115,216 | SH |
| 5 | ISHARES TR | EFG | 464288885 | $31.0M | 4.26% | 278,706 | SH |
| 6 | ISHARES TR | IVW | 464287309 | $30.8M | 4.23% | 272,542 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $29.0M | 3.97% | 852,469 | SH |
| 8 | ISHARES TR | IXUS | 46432F834 | $28.8M | 3.96% | 332,809 | SH |
| 9 | ISHARES TR | MBB | 464288588 | $26.6M | 3.65% | 280,334 | SH |
| 10 | ISHARES TR | VLUE | 46432F388 | $26.5M | 3.63% | 186,234 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $23.1M | 3.17% | 921,285 | SH |
| 12 | ISHARES TR | QUAL | 46432F339 | $21.8M | 2.99% | 113,406 | SH |
| 13 | ISHARES INC | IEMG | 46434G103 | $20.0M | 2.75% | 286,940 | SH |
| 14 | ISHARES TR | MUB | 464288414 | $18.2M | 2.50% | 171,618 | SH |
| 15 | ISHARES TR | EFV | 464288877 | $17.6M | 2.41% | 236,180 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $13.2M | 1.81% | 542,653 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $9.5M | 1.31% | 37,491 | SH |
| 18 | ISHARES TR | IWM | 464287655 | $9.4M | 1.29% | 38,016 | SH |
| 19 | PPG INDS INC | PPG | 693506107 | $8.5M | 1.16% | 79,104 | SH |
| 20 | ISHARES TR | SUB | 464288158 | $7.4M | 1.02% | 69,709 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $7.2M | 0.99% | 233,042 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $5.0M | 0.68% | 69,990 | SH |
| 23 | ISHARES TR | IVV | 464287200 | $4.5M | 0.61% | 6,850 | SH |
| 24 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.7M | 0.51% | 21,097 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $2.7M | 0.37% | 7,193 | SH |
| 26 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $2.2M | 0.31% | 29,606 | SH |
| 27 | VANGUARD INDEX FDS | VOO | 922908363 | $2.1M | 0.29% | 3,566 | SH |
| 28 | VANGUARD MUN BD FDS | VTEB | 922907746 | $2.1M | 0.28% | 41,165 | SH |
| 29 | VANGUARD INDEX FDS | VTI | 922908769 | $1.9M | 0.26% | 5,898 | SH |
| 30 | HOME DEPOT INC | HD | 437076102 | $1.8M | 0.25% | 5,430 | SH |
| 31 | NVR INC | NVR | 62944T105 | $1.7M | 0.24% | 262 | SH |
| 32 | AMAZON COM INC | AMZN | 023135106 | $1.7M | 0.24% | 8,284 | SH |
| 33 | VANGUARD STAR FDS | VXUS | 921909768 | $1.6M | 0.21% | 20,191 | SH |
| 34 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.5M | 0.20% | 19,881 | SH |
| 35 | ALPHABET INC | GOOGL | 02079K305 | $1.4M | 0.20% | 5,012 | SH |
| 36 | ISHARES TR | ITOT | 464287150 | $1.4M | 0.19% | 9,531 | SH |
| 37 | MERIDIAN CORP | MRBK | 58958P104 | $1.3M | 0.17% | 66,839 | SH |
| 38 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 0.16% | 3,797 | SH |
| 39 | TEXAS INSTRS INC | TXN | 882508104 | $1.2M | 0.16% | 6,011 | SH |
| 40 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $1.1M | 0.15% | 35,966 | SH |
| 41 | ALPHABET INC | GOOG | 02079K107 | $1.1M | 0.15% | 3,708 | SH |
| 42 | SPDR GOLD TR | GLD | 78463V107 | $1.1M | 0.14% | 2,442 | SH |
| 43 | META PLATFORMS INC | META | 30303M102 | $1.0M | 0.14% | 1,786 | SH |
| 44 | ISHARES TR | IUSB | 46434V613 | $972.6K | 0.13% | 21,057 | SH |
| 45 | EXXON MOBIL CORP | XOM | 30231G102 | $952.7K | 0.13% | 5,616 | SH |
| 46 | VANGUARD INDEX FDS | VB | 922908751 | $837.4K | 0.11% | 3,197 | SH |
| 47 | JPMORGAN CHASE & CO | JPM | 46625H100 | $831.9K | 0.11% | 2,828 | SH |
| 48 | JOHNSON & JOHNSON | JNJ | 478160104 | $809.3K | 0.11% | 3,311 | SH |
| 49 | TESLA INC | TSLA | 88160R101 | $750.2K | 0.10% | 2,018 | SH |
| 50 | CENTESSA PHARMACEUTICALS PLC | CNTA | 152309100 | $719.0K | 0.10% | 18,101 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $728.6M | 118 | 0001951757-26-000860 |
| 2025-12-31 | 2026-02-13 | $725.6M | 113 | 0001951757-26-000430 |
| 2025-09-30 | 2025-11-13 | $726.6M | 113 | 0001951757-25-001412 |