Meridian Wealth Partners, LLC

Est. AUM

$728.6M

13F long equity, this entity only

Positions

118

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$93.6M	943173	12.85%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$92.5M	2380620	12.70%	SOLE
3	SCHWAB STRATEGIC TR	US LRG CAP ETF	$89.8M	3500440	12.32%	SOLE
4	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$50.3M	1115216	6.91%	SOLE
5	ISHARES TR	EAFE GRWTH ETF	$31.0M	278706	4.26%	SOLE
6	ISHARES TR	S&P 500 GRWT ETF	$30.8M	272542	4.23%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$29.0M	852469	3.97%	SOLE
8	ISHARES TR	CORE MSCI TOTAL	$28.8M	332809	3.96%	SOLE
9	ISHARES TR	MBS ETF	$26.6M	280334	3.65%	SOLE
10	ISHARES TR	MSCI USA VALUE	$26.5M	186234	3.63%	SOLE
11	SCHWAB STRATEGIC TR	US BRD MKT ETF	$23.1M	921285	3.17%	DFND
12	ISHARES TR	MSCI USA QLT FCT	$21.8M	113406	2.99%	SOLE
13	ISHARES INC	CORE MSCI EMKT	$20.0M	286940	2.75%	SOLE
14	ISHARES TR	NATIONAL MUN ETF	$18.2M	171618	2.50%	SOLE
15	ISHARES TR	EAFE VALUE ETF	$17.6M	236180	2.41%	SOLE
16	SCHWAB STRATEGIC TR	SHT TM US TRES	$13.2M	542653	1.81%	SOLE
17	APPLE INC	COM	$9.5M	37491	1.31%	DFND
18	ISHARES TR	RUSSELL 2000 ETF	$9.4M	38016	1.29%	SOLE
19	PPG INDS INC	COM	$8.5M	79104	1.16%	DFND
20	ISHARES TR	SHRT NAT MUN ETF	$7.4M	69709	1.02%	SOLE
21	SCHWAB STRATEGIC TR	US MID-CAP ETF	$7.2M	233042	0.99%	SOLE
22	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$5.0M	69990	0.68%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$4.5M	6850	0.61%	SOLE
24	NVIDIA CORPORATION	COM	$3.7M	21097	0.50%	DFND
25	MICROSOFT CORP	COM	$2.7M	7193	0.37%	DFND
26	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.2M	29606	0.31%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	3566	0.29%	SOLE
28	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.1M	41165	0.28%	SOLE
29	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5898	0.26%	SOLE
30	HOME DEPOT INC	COM	$1.8M	5430	0.25%	DFND
31	NVR INC	COM	$1.7M	262	0.24%	SOLE
32	AMAZON COM INC	COM	$1.7M	8284	0.24%	DFND
33	VANGUARD STAR FDS	VG TL INTL STK F	$1.6M	20191	0.21%	SOLE
34	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.5M	19881	0.20%	SOLE
35	ALPHABET INC	CAP STK CL A	$1.4M	5012	0.20%	DFND
36	ISHARES TR	CORE S&P TTL STK	$1.4M	9531	0.19%	SOLE
37	MERIDIAN CORP	COM	$1.3M	66839	0.17%	SOLE
38	BROADCOM INC	COM	$1.2M	3797	0.16%	DFND
39	TEXAS INSTRS INC	COM	$1.2M	6011	0.16%	DFND
40	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.1M	35966	0.15%	DFND
41	ALPHABET INC	CAP STK CL C	$1.1M	3708	0.15%	DFND
42	SPDR GOLD TR	GOLD SHS	$1.1M	2442	0.14%	SOLE
43	META PLATFORMS INC	CL A	$1.0M	1786	0.14%	DFND
44	ISHARES TR	CORE UNIVRSL USD	$973K	21057	0.13%	SOLE
45	EXXON MOBIL CORP	COM	$953K	5616	0.13%	DFND
46	VANGUARD INDEX FDS	SMALL CP ETF	$837K	3197	0.11%	SOLE
47	JPMORGAN CHASE & CO	COM	$832K	2828	0.11%	DFND
48	JOHNSON & JOHNSON	COM	$809K	3311	0.11%	DFND
49	TESLA INC	COM	$750K	2018	0.10%	DFND
50	CENTESSA PHARMACEUTICALS PLC	SPONSORED ADS	$719K	18101	0.10%	SOLE

1–50 of 118

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.