Meridian Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1781942 · latest 13F-HR filed 2026-08-12
Meridian Wealth Partners, LLC manages $826.1M in 13F-reported U.S. long-equity assets across 125 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHX (12.71%), DFAC (12.63%), AGG (11.92%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 7, added to 75, and trimmed 15.
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.
STE 202
EXTON, PA 19341
$826.1M
Long-equity book
125
Distinct positions
2026-06-30
Filed 2026-08-12
+14 / −7 / ↑75 / ↓15
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$15.2M +17.0%
- DIMENSIONAL ETF TRUST$11.8M +12.7%
- DIMENSIONAL ETF TRUST$8.3M +16.6%
- ISHARES TR$7.5M +28.4%
- ISHARES TR$7.0M +22.8%
Top Trims
- ISHARES TR-$1.8M -9.7%
- ISHARES TR-$865.9K -11.7%
- EXXON MOBIL CORP-$175.1K -18.4%
- SPDR GOLD TR-$151.2K -14.4%
- S&P GLOBAL INC-$103.3K -16.7%
New Positions
- INTEL CORP$425.4K
- LAM RESEARCH CORP$321.5K
- UNITEDHEALTH GROUP INC$320.3K
- SANDISK CORP$311.5K
- STARBUCKS CORP$241.5K
Exited Positions
- CENTESSA PHARMACEUTICALS PLC$719.0K
- FIRST TR EXCHANGE TRADED FD$252.6K
- COMCAST CORP NEW$221.4K
- PALANTIR TECHNOLOGIES INC$218.3K
- WASTE MGMT INC DEL$210.6K
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 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $105.0M | 12.71% | 3,567,346 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $104.3M | 12.63% | 2,351,350 | SH |
| 3 | ISHARES TR | AGG | 464287226 | $98.4M | 11.92% | 994,500 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $58.7M | 7.10% | 1,134,778 | SH |
| 5 | ISHARES TR | IVW | 464287309 | $37.9M | 4.58% | 275,265 | SH |
| 6 | ISHARES TR | EFG | 464288885 | $35.9M | 4.34% | 288,300 | SH |
| 7 | ISHARES TR | VLUE | 46432F388 | $34.0M | 4.12% | 170,213 | SH |
| 8 | ISHARES TR | IXUS | 46432F834 | $32.1M | 3.89% | 336,456 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $31.1M | 3.77% | 844,650 | SH |
| 10 | ISHARES TR | MBB | 464288588 | $28.1M | 3.40% | 297,555 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $27.1M | 3.29% | 937,426 | SH |
| 12 | ISHARES TR | QUAL | 46432F339 | $25.2M | 3.05% | 115,000 | SH |
| 13 | ISHARES INC | IEMG | 46434G103 | $22.9M | 2.77% | 276,484 | SH |
| 14 | ISHARES TR | EFV | 464288877 | $18.5M | 2.24% | 241,314 | SH |
| 15 | ISHARES TR | MUB | 464288414 | $16.4M | 1.99% | 152,797 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $14.1M | 1.70% | 582,657 | SH |
| 17 | ISHARES TR | IWM | 464287655 | $11.5M | 1.39% | 38,156 | SH |
| 18 | APPLE INC | AAPL | 037833100 | $10.5M | 1.28% | 36,455 | SH |
| 19 | PPG INDS INC | PPG | 693506107 | $9.5M | 1.15% | 78,167 | SH |
| 20 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $8.5M | 1.03% | 230,886 | SH |
| 21 | VANGUARD INDEX FDS | VTI | 922908769 | $6.9M | 0.84% | 18,686 | SH |
| 22 | ISHARES TR | SUB | 464288158 | $6.6M | 0.79% | 61,596 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $5.8M | 0.70% | 70,708 | SH |
| 24 | ISHARES TR | IVV | 464287200 | $5.1M | 0.61% | 6,759 | SH |
| 25 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.4M | 0.53% | 21,787 | SH |
| 26 | MICROSOFT CORP | MSFT | 594918104 | $2.8M | 0.34% | 7,447 | SH |
| 27 | VANGUARD INDEX FDS | VOO | 922908363 | $2.5M | 0.30% | 3,640 | SH |
| 28 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $2.5M | 0.30% | 29,289 | SH |
| 29 | AMAZON COM INC | AMZN | 023135106 | $2.1M | 0.26% | 8,881 | SH |
| 30 | VANGUARD MUN BD FDS | VTEB | 922907746 | $2.1M | 0.25% | 41,159 | SH |
| 31 | ALPHABET INC | GOOGL | 02079K305 | $1.8M | 0.22% | 5,174 | SH |
| 32 | HOME DEPOT INC | HD | 437076102 | $1.8M | 0.22% | 5,222 | SH |
| 33 | TEXAS INSTRS INC | TXN | 882508104 | $1.8M | 0.22% | 6,030 | SH |
| 34 | NVR INC | NVR | 62944T105 | $1.8M | 0.22% | 262 | SH |
| 35 | VANGUARD STAR FDS | VXUS | 921909768 | $1.8M | 0.22% | 20,809 | SH |
| 36 | ISHARES TR | ITOT | 464287150 | $1.6M | 0.19% | 9,531 | SH |
| 37 | BROADCOM INC | AVGO | 11135F101 | $1.5M | 0.18% | 3,898 | SH |
| 38 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.4M | 0.17% | 19,139 | SH |
| 39 | MERIDIAN CORP | MRBK | 58958P104 | $1.3M | 0.16% | 66,850 | SH |
| 40 | ALPHABET INC | GOOG | 02079K107 | $1.3M | 0.16% | 3,752 | SH |
| 41 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.3M | 0.16% | 2,273 | SH |
| 42 | ISHARES TR | IUSB | 46434V613 | $1.2M | 0.15% | 26,791 | SH |
| 43 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $1.1M | 0.14% | 35,975 | SH |
| 44 | META PLATFORMS INC | META | 30303M102 | $1.0M | 0.13% | 1,857 | SH |
| 45 | MICRON TECHNOLOGY INC | MU | 595112103 | $964.6K | 0.12% | 836 | SH |
| 46 | TESLA INC | TSLA | 88160R101 | $960.7K | 0.12% | 2,284 | SH |
| 47 | VANGUARD INDEX FDS | VB | 922908751 | $955.5K | 0.12% | 3,152 | SH |
| 48 | JPMORGAN CHASE & CO | JPM | 46625H100 | $928.3K | 0.11% | 2,836 | SH |
| 49 | SPDR GOLD TR | GLD | 78463V107 | $899.6K | 0.11% | 2,442 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $839.6K | 0.10% | 3,306 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $826.1M | 125 | 0001951757-26-001239 |
| 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 |