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Stock research / United States / Funds / Meridian Wealth Partners, LLC

Meridian Wealth Partners, LLC

CIK 1781942 · latest 13F filed 12 August 2026 · Read the filing on EDGAR

Meridian Wealth Partners, LLC reported 125 US-listed holdings worth $826.1 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Schwab US Large Cap (12.7%), Dimensional ETF Trust (12.6%) and iShares Trust (11.9%). Against the quarter before, it opened 14 positions, added to 49, trimmed 44 and sold out of 7.

Reported holdings$826.1M+13.4% on Q1 2026
Positions125+7 on Q1 2026
The largest ten68.5%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
Where the money is
Added toTrimmed
SCHX12.7%DFAC12.6%AGG11.9%DFAU7.1%IVW4.6%EFG4.3%VLUE4.1%IXUS3.9%DFAX3.8%MBB3.4%SCHB3.3%QUAL3.1%IEMG2.8%111 more20.2%

The 14 largest of its 125 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $643.0 million in 108 positions$643MQ3 24Q4 2024: $659.1 million in 106 positions$659MQ4 24Q1 2025: $626.6 million in 103 positions$627MQ1 25Q2 2025: $689.7 million in 111 positions$690MQ2 25Q3 2025: $726.6 million in 113 positions$727MQ3 25Q4 2025: $725.6 million in 113 positions$726MQ4 25Q1 2026: $728.6 million in 118 positions$729MQ1 26Q2 2026: $826.1 million in 125 positions$826MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +23.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +23.6%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 14Added 49Held 18Trimmed 44Sold out 7
Opened: 14Added: 49Held: 18Trimmed: 44Sold out: 7

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 14

  1. Intel Corp. INTC$425,360
  2. Lam Research Corp. LRCX$321,531
  3. UnitedHealth Group Inc. UNH$320,313
  4. Sandisk Corp. SNDK$311,502
  5. Starbucks Corp. SBUX$241,503
  6. GE Vernova Inc. GEV$240,847
  7. KLA Corp. KLAC$239,559
  8. Western Digital Corp. WDC$231,648

and 6 more in the table below

Added to 49

  1. iShares Trust AGG+51,327 shares · +5%
  2. VG Totl STK Vprs VTI+12,788 shares · +217%
  3. Schwab US Large Cap SCHX+66,906 shares · +2%
  4. iShares Trust MBB+17,221 shares · +6%
  5. iShares Trust EFG+9,594 shares · +3%
  6. Dimensional ETF Trust DFAU+19,562 shares · +2%
  7. Schwab Strategic Trust SCHO+40,004 shares · +7%
  8. Schwab Strategic Trust SCHB+16,141 shares · +2%

and 41 more in the table below

Trimmed 44

  1. iShares Trust VLUE-16,021 shares · -9%
  2. iShares Trust MUB-18,821 shares · -11%
  3. Dimensional ETF Trust DFAC-29,270 shares · -1%
  4. iShares Core MSCI Emerging Mark IEMG-10,456 shares · -4%
  5. iShares Trust SUB-8,113 shares · -12%
  6. Advanced Micro Devices Inc. AMD-744 shares · -25%
  7. Apple Inc. AAPL-1,036 shares · -3%
  8. Dimensional ETF Trust DFAX-7,819 shares · -1%

and 36 more in the table below

Sold out of 7

  1. Centessa Pharmaceuticals PLC CNTA$718,972 last quarter
  2. First Trust Exchange-Traded FD AIRR$252,579 last quarter
  3. Comcast Corp. CMCSA$221,446 last quarter
  4. Palantir Technologies Inc. PLTR$218,251 last quarter
  5. Waste Management Inc. WM$210,565 last quarter
  6. Gilead Sciences, Inc. GILD$209,892 last quarter
  7. NextEra Energy Inc. NEE$208,916 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Schwab US Large Cap SCHX3.6M$105.0 million12.71%+66.9K
Dimensional ETF Trust DFAC2.4M$104.3 million12.63%-29.3K
iShares Trust AGG994.5K$98.4 million11.92%+51.3K
Dimensional ETF Trust DFAU1.1M$58.7 million7.10%+19.6K
iShares S&P Growth Index FD IVW275.3K$37.9 million4.58%+2.7K
iShares Trust EFG288.3K$35.9 million4.34%+9.6K
iShares Trust VLUE170.2K$34.0 million4.12%-16.0K
iShares Trust IXUS336.5K$32.1 million3.89%+3.6K
Dimensional ETF Trust DFAX844.6K$31.1 million3.77%-7.8K
iShares Trust MBB297.6K$28.1 million3.40%+17.2K
Schwab Strategic Trust SCHB937.4K$27.1 million3.29%+16.1K
iShares Edge MSCI USA Quality F QUAL115.0K$25.2 million3.05%+1.6K
iShares Core MSCI Emerging Mark IEMG276.5K$22.9 million2.77%-10.5K
iShares Trust EFV241.3K$18.5 million2.24%+5.1K
iShares Trust MUB152.8K$16.4 million1.99%-18.8K
Schwab Strategic Trust SCHO582.7K$14.1 million1.70%+40.0K
iShares Russell 2000 ETF IWM38.2K$11.5 million1.39%+140
Apple Inc. AAPL36.5K$10.5 million1.28%-1.0K
PPG Industries Inc. PPG78.2K$9.5 million1.15%-937
Schwab US Mid-Cap ETF SCHM230.9K$8.5 million1.03%-2.2K
VG Totl STK Vprs VTI18.7K$6.9 million0.84%+12.8K
iShares Trust SUB61.6K$6.6 million0.79%-8.1K
Dimensional ETF Trust DFAS70.7K$5.8 million0.70%+718
iShares Core S&P 500 ETF IVV6.8K$5.1 million0.61%-91
NVIDIA Corp. NVDA21.8K$4.4 million0.53%+690
Microsoft Corp. MSFT7.4K$2.8 million0.34%+254
Vanguard S&P 500 VOO3.6K$2.5 million0.30%+74
Vanguard FTSE All-World ex-US ETF VEU29.3K$2.5 million0.30%-317
Amazon.com Inc. AMZN8.9K$2.1 million0.26%+597
Vanguard Mun BD FDS VTEB41.2K$2.1 million0.25%-6
Alphabet Inc. GOOGL5.2K$1.8 million0.22%+162
Home Depot, Inc. HD5.2K$1.8 million0.22%-208
Texas Instruments Inc. TXN6.0K$1.8 million0.22%+19
NVR Inc. NVR262$1.8 million0.22%no change
Vanguard Star FDS VXUS20.8K$1.8 million0.22%+618
iShares Trust ITOT9.5K$1.6 million0.19%no change
Broadcom Inc. AVGO3.9K$1.5 million0.18%+101
Vanguard Total Bond Market ETF BND19.1K$1.4 million0.17%-742
Meridian Corporation MRBK66.8K$1.3 million0.16%+11
Alphabet Inc. GOOG3.8K$1.3 million0.16%+44
Advanced Micro Devices Inc. AMD2.3K$1.3 million0.16%-744
iShares Core Total USD Bond Market ETF IUSB26.8K$1.2 million0.15%+5.7K
Schwab Strategic Trust SCHD36.0K$1.1 million0.14%+9
Meta Platforms, Inc. META1.9K$1.0 million0.13%+71
Micron Technology Inc. MU836$964,6030.12%+135
Tesla, Inc. TSLA2.3K$960,6520.12%+266
Vanguard Small Cap ETF VB3.2K$955,4650.12%-45
JPMorgan Chase & Co. JPM2.8K$928,3080.11%+8
SPDR Gold Trust GLD2.4K$899,5840.11%no change
Johnson & Johnson JNJ3.3K$839,6260.10%-5
ExxonMobil Holdings Corp. XOM5.7K$777,6790.09%+72
Vanguard World FD VGT6.3K$752,5410.09%+8
Berkshire Hathaway Inc. Del1$748,8500.09%no change
Community Financial System, Inc. CBU10.9K$730,9500.09%no change
Eli Lilly & Co. LLY607$727,6560.09%+31
AbbVie Inc. ABBV2.8K$706,4390.09%+13
Fulton Financial Corp. FULT27.5K$666,2420.08%+22
Vanguard Value ETF VTV3.0K$654,0080.08%+42
Vanguard Mid Cap Index ETF VO7.7K$623,4510.08%+254
Vanguard Specialized Funds VIG2.6K$615,2290.07%+2
Vanguard Index FDS VXF2.4K$590,4120.07%-210
Invesco QQQ Trust QQQ790$581,5460.07%-130
Walmart Inc. WMT4.7K$537,8720.07%+74
iShares Inc. ESGE9.8K$537,6580.07%-60
Colgate-Palmolive Co. CL5.8K$534,8320.06%+224
Applied Materials Inc. AMAT716$517,4280.06%-6
S&P Global Inc. SPGI1.3K$515,3380.06%-189
Cisco Systems, Inc. CSCO4.2K$495,6040.06%-580
Visa Inc. V1.4K$492,2210.06%+81
Schwab Strategic Trust SCHA13.3K$478,7730.06%no change
Vanguard Short Term Government VGSH8.1K$469,8490.06%-271
Vanguard Scottsdale FDS VMBS10.0K$469,1300.06%-332
Vanguard Growth ETF VUG5.4K$468,2580.06%no change
SPDR S&P 500 SPY626$467,8070.06%no change
McDonald's Corp. MCD1.7K$460,8790.06%-75
iShares Trust IWB1.1K$455,0370.06%no change
Intel Corp. INTC3.0K$425,3600.05%new
Rocket Lab Corp. RKLB4.2K$422,9670.05%+91
Lockheed Martin Corp. LMT827$421,5170.05%-6
RTX Corp. RTX2.2K$420,7580.05%-11
Caterpillar Inc. CAT393$418,0710.05%+7
Lowe's Companies Inc. LOW1.8K$404,9680.05%-31
Philip Morris International Inc. PM2.2K$404,0330.05%+65
Oracle Corp. ORCL2.6K$386,4530.05%+433
iShares Trust IWV863$368,1670.04%-28
Bank of America Corp. BAC6.2K$352,8390.04%-107
Vanguard Ftse Developed Markets VEA4.9K$351,9750.04%-100
Costco Wholesale Corp. COST376$351,7520.04%+3
Boeing Co. BA1.6K$347,3630.04%-186
Technology Select Sector SPDR ETF XLK1.8K$343,8650.04%no change
Dimensional ETF Trust DFUS4.1K$336,6920.04%no change
Lam Research Corp. LRCX742$321,5310.04%new
UnitedHealth Group Inc. UNH771$320,3130.04%new
Mastercard Inc. MA618$317,4990.04%+5
PNC Financial Services Group, Inc. PNC1.3K$314,7050.04%-7
Sandisk Corp. SNDK137$311,5020.04%new
Schwab Strategic Trust SCHZ13.0K$300,8290.04%-501
Goldman Sachs Group Inc. GS288$291,6130.04%+8
Procter & Gamble Co. PG2.0K$289,3220.04%-58
Merck & Co., Inc. MRK2.1K$274,1340.03%-72
General Electric Co. GE722$269,7720.03%+14
Coca-Cola Co. KO3.3K$265,2390.03%-5
Duke Energy Corp. DUK2.0K$253,9200.03%+119
TE Connectivity plc TEL1.2K$245,1590.03%-14
Starbucks Corp. SBUX2.4K$241,5030.03%new
GE Vernova Inc. GEV205$240,8470.03%new
KLA Corp. KLAC794$239,5590.03%new
Netflix Inc. NFLX3.3K$235,6060.03%-152
Linde plc LIN450$233,6970.03%+4
Western Digital Corp. WDC363$231,6480.03%new
Provident Financial Services Inc. PFS9.8K$231,1290.03%-1
Prologis, Inc. PLD1.7K$229,7820.03%+41
Vanguard Whitehall FDS VYM1.4K$229,1440.03%-250
iShares Gold Trust IAU3.0K$226,0020.03%no change
iShares Trust IWF1.8K$223,0100.03%new
Public Service Enterprise Group Inc. PEG2.7K$222,7280.03%+233
Marvell Technology, Inc. MRVL732$218,2050.03%new
Chevron Corp. CVX1.3K$213,0570.03%-48
Morgan Stanley MS1.0K$212,8080.03%new
Travelers Companies, Inc. TRV630$207,9760.03%new
Thermo Fisher Scientific Inc. TMO413$207,0630.03%-5
Palo Alto Networks Inc. PANW606$206,7320.03%new
Analog Devices Inc. ADI520$206,3990.02%new
iShares Core MSCI Eafe ETF IEFA2.1K$203,9770.02%-250
Vertex Inc. VERX16.8K$192,6920.02%-1.7K
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.