Meridian Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Meridian Wealth Partners, LLC

Investment Activity

Meridian Wealth Partners, LLC has $626.56 million in total holdings as of March 31, 2025.
Meridian Wealth Partners, LLC owns shares of 103 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 0.49% of the portfolio was purchased this quarter.
About 3.35% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Partners, LLC has purchased 106 new stocks and bought additional shares in 22 stocks.
Meridian Wealth Partners, LLC sold shares of 72 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $90,668,457
iShares Core U.S. Aggregate Bond ETF: $76,074,018
Dimensional US Core Equity Market ETF: $69,651,781
Schwab US Large-Cap ETF: $64,935,789
Dimensional World ex U.S. Core Equity 2 ETF: $24,852,841

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $798,442 Holding
203607106 - Community Bank System: $621,718 Holding
94106L109 - Waste Management: $205,890 Holding
G54950103 - LINDE PLC: $204,106 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 1 shares (about $798.44K)
Community Bank System: 10,934 shares (about $621.72K)
Dimensional U.S. Small Cap ETF: 6,985 shares (about $417.35K)
Waste Management: 889 shares (about $205.89K)
LINDE PLC: 438 shares (about $204.11K)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF: 118,263 shares (about $3.90M)
iShares National Muni Bond ETF: 20,823 shares (about $2.20M)
Dimensional World ex U.S. Core Equity 2 ETF: 53,640 shares (about $1.41M)
Dimensional US Core Equity Market ETF: 34,803 shares (about $1.34M)
Schwab US Large-Cap ETF: 51,822 shares (about $1.14M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$90,668,457	$3,901,496 ▼	-4.1%	2,748,362	14.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$76,074,018	$192,993 ▲	0.3%	769,046	12.1%	Finance
DFAU Dimensional US Core Equity Market ETF	$69,651,781	$1,337,827 ▼	-1.9%	1,811,961	11.1%	ETF
SCHX Schwab US Large-Cap ETF	$64,935,789	$1,144,230 ▼	-1.7%	2,940,932	10.4%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$24,852,841	$1,405,368 ▼	-5.4%	948,582	4.0%	ETF
MBB iShares MBS ETF	$21,674,704	$75,305 ▲	0.3%	231,123	3.5%	ETF
MUB iShares National Muni Bond ETF	$21,032,328	$2,195,577 ▼	-9.5%	199,472	3.4%	ETF
EFG iShares MSCI EAFE Growth ETF	$20,728,897	$285,400 ▼	-1.4%	207,289	3.3%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$18,539,509	$59,618 ▲	0.3%	265,571	3.0%	Manufacturing
QUAL iShares MSCI USA Quality Factor ETF	$18,518,344	$409,111 ▼	-2.2%	108,364	3.0%	ETF
SCHB Schwab US Broad Market ETF	$18,403,986	$487,310 ▼	-2.6%	854,807	2.9%	ETF
VLUE iShares MSCI USA Value Factor ETF	$17,992,183	$166,801 ▲	0.9%	168,703	2.9%	ETF
IVW iShares S&P 500 Growth ETF	$15,309,412	$303,182 ▼	-1.9%	164,919	2.4%	ETF
PPG PPG Industries	$14,118,371	$124,221 ▼	-0.9%	129,112	2.3%	Basic Materials
IEMG iShares Core MSCI Emerging Markets ETF	$13,004,153	$79,714 ▼	-0.6%	240,951	2.1%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$10,889,512	$41,913 ▼	-0.4%	447,392	1.7%	ETF
EFV iShares MSCI EAFE Value ETF	$9,828,399	$158,548 ▼	-1.6%	166,753	1.6%	ETF
AAPL Apple	$8,766,263	$1,131,296 ▼	-11.4%	39,465	1.4%	Computer and Technology
SUB iShares Short-Term National Muni Bond ETF	$8,034,260	$539,405 ▼	-6.3%	76,082	1.3%	ETF
IWM iShares Russell 2000 ETF	$7,977,606	$400,177 ▼	-4.8%	39,990	1.3%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$6,938,207	$202,736 ▼	-2.8%	264,817	1.1%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$4,696,444		0.0%	94,648	0.7%	ETF
IVV iShares Core S&P 500 ETF	$4,596,865	$306,233 ▼	-6.2%	8,181	0.7%	ETF
VTI Vanguard Total Stock Market ETF	$3,826,373	$305,076 ▼	-7.4%	13,922	0.6%	ETF
MSFT Microsoft	$2,644,720	$188,077 ▼	-6.6%	7,045	0.4%	Computer and Technology
DFAS Dimensional U.S. Small Cap ETF	$2,622,189	$417,354 ▲	18.9%	43,886	0.4%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$2,272,451	$378,519 ▼	-14.3%	37,462	0.4%	ETF
HD Home Depot	$2,239,573	$47,643 ▼	-2.1%	6,111	0.4%	Retail/Wholesale
NVDA NVIDIA	$2,192,889	$277,566 ▼	-11.2%	20,233	0.3%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$1,840,304	$147,350 ▲	8.7%	65,819	0.3%	ETF
VOO Vanguard S&P 500 ETF	$1,759,192	$100,217 ▼	-5.4%	3,423	0.3%	ETF
MRBK Meridian	$1,733,472	$337,738 ▼	-16.3%	120,380	0.3%	Finance
VXUS Vanguard Total International Stock ETF	$1,615,159	$17,326 ▲	1.1%	26,009	0.3%	ETF
META Meta Platforms	$1,455,502	$88,195 ▼	-5.7%	2,525	0.2%	Computer and Technology
AMZN Amazon.com	$1,409,988	$315,064 ▼	-18.3%	7,411	0.2%	Retail/Wholesale
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,400,675	$12,445 ▲	0.9%	11,480	0.2%	ETF
BND Vanguard Total Bond Market ETF	$1,349,350	$16,306 ▲	1.2%	18,371	0.2%	ETF
TXN Texas Instruments	$1,218,376	$19,048 ▼	-1.5%	6,780	0.2%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$1,172,932	$252,060 ▼	-17.7%	25,454	0.2%	Manufacturing
GOOGL Alphabet	$1,137,895	$167,483 ▼	-12.8%	7,358	0.2%	Computer and Technology
VB Vanguard Small-Cap ETF	$1,125,974	$129,494 ▼	-10.3%	5,078	0.2%	ETF
ABBV AbbVie	$1,034,471	$59,089 ▼	-5.4%	4,937	0.2%	Medical
SPGI S&P Global	$908,675	$22,869 ▼	-2.5%	1,788	0.1%	Business Services
XOM Exxon Mobil	$798,736	$64,936 ▼	-7.5%	6,716	0.1%	Energy
BRK.A Berkshire Hathaway	$798,442	$798,442 ▲	New Holding	1	0.1%	Finance
JPM JPMorgan Chase & Co.	$781,963	$47,585 ▼	-5.7%	3,188	0.1%	Finance
GLD SPDR Gold Shares	$735,334		0.0%	2,552	0.1%	Finance
SCHZ Schwab U.S. Aggregate Bond ETF	$688,709	$2,663 ▲	0.4%	29,737	0.1%	ETF
AVGO Broadcom	$647,338	$2,009 ▲	0.3%	3,866	0.1%	Computer and Technology
WFC Wells Fargo & Company	$629,576	$16,296 ▼	-2.5%	8,770	0.1%	Finance
PG Procter & Gamble	$623,227	$154,571 ▼	-19.9%	3,657	0.1%	Consumer Staples
CBU Community Bank System	$621,718	$621,718 ▲	New Holding	10,934	0.1%	Finance
GOOG Alphabet	$600,549	$34,996 ▼	-5.5%	3,844	0.1%	Computer and Technology
TSLA Tesla	$586,221	$259 ▲	0.0%	2,262	0.1%	Auto/Tires/Trucks
MCD McDonald's	$552,896	$25,927 ▼	-4.5%	1,770	0.1%	Retail/Wholesale
STBA S&T Bancorp	$528,186	$148 ▲	0.0%	14,256	0.1%	Finance
LLY Eli Lilly and Company	$515,919	$38,797 ▼	-7.0%	625	0.1%	Medical
VXF Vanguard Extended Market ETF	$504,033	$168,126 ▼	-25.0%	2,926	0.1%	ETF
FULT Fulton Financial	$498,941		0.0%	27,581	0.1%	Finance
VIG Vanguard Dividend Appreciation ETF	$496,977	$65,759 ▼	-11.7%	2,562	0.1%	ETF
V Visa	$494,734	$33,286 ▼	-6.3%	1,412	0.1%	Business Services
VO Vanguard Mid-Cap ETF	$453,361	$48,362 ▼	-9.6%	1,753	0.1%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$445,271	$5,835 ▲	1.3%	9,615	0.1%	ETF
LOW Lowe's Companies	$441,661	$5,130 ▲	1.2%	1,894	0.1%	Retail/Wholesale
VGSH Vanguard Short-Term Treasury Index ETF	$439,941	$3,991 ▲	0.9%	7,496	0.1%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$434,149	$62,875 ▼	-12.7%	12,422	0.1%	Manufacturing
ABT Abbott Laboratories	$429,168	$23,216 ▼	-5.1%	3,235	0.1%	Medical
PLD Prologis	$428,177	$8,832 ▼	-2.0%	3,830	0.1%	Finance
JNJ Johnson & Johnson	$427,537	$56,552 ▼	-11.7%	2,578	0.1%	Medical
UNH UnitedHealth Group	$413,065	$45,024 ▼	-9.8%	789	0.1%	Medical
WMT Walmart	$413,053	$68,213 ▼	-14.2%	4,705	0.1%	Retail/Wholesale
COST Costco Wholesale	$389,664	$3,783 ▲	1.0%	412	0.1%	Retail/Wholesale
SCHA Schwab US Small-Cap ETF	$388,056	$68,651 ▼	-15.0%	16,562	0.1%	ETF
DUK Duke Energy	$376,522	$10,245 ▼	-2.6%	3,087	0.1%	Utilities
MA Mastercard	$356,378	$70,179 ▼	-16.5%	650	0.1%	Business Services
SPY SPDR S&P 500 ETF Trust	$355,222	$11,188 ▲	3.3%	635	0.1%	Finance
IWB iShares Russell 1000 ETF	$340,850		0.0%	1,111	0.1%	ETF
BAC Bank of America	$330,280	$22,325 ▼	-6.3%	7,915	0.1%	Finance
VTV Vanguard Value ETF	$329,070	$65,987 ▼	-16.7%	1,905	0.1%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$327,209	$174 ▲	0.1%	13,162	0.1%	ETF
PM Philip Morris International	$317,196	$34,450 ▲	12.2%	1,998	0.1%	Consumer Staples
ORCL Oracle	$316,671	$19,853 ▼	-5.9%	2,265	0.1%	Computer and Technology
AMD Advanced Micro Devices	$306,474	$2,671 ▼	-0.9%	2,983	0.0%	Computer and Technology
NFLX Netflix	$303,053	$26,109 ▼	-7.9%	325	0.0%	Consumer Discretionary
CMCSA Comcast	$285,169	$39,225 ▼	-12.1%	7,728	0.0%	Consumer Discretionary
ADP Automatic Data Processing	$277,419	$21,081 ▼	-7.1%	908	0.0%	Business Services
RTX RTX	$273,088	$22,382 ▼	-7.6%	2,062	0.0%	Aerospace
DFUS Dimensional U.S. Equity ETF	$271,919		0.0%	4,496	0.0%	ETF
VUG Vanguard Growth ETF	$271,441	$50,061 ▼	-15.6%	732	0.0%	ETF
BA Boeing	$263,956	$17,392 ▲	7.1%	1,548	0.0%	Aerospace
VGIT Vanguard Intermediate-Term Treasury Index ETF	$255,420	$1,426 ▼	-0.6%	4,300	0.0%	ETF
BINC iShares Flexible Income Active ETF	$240,680	$35,617 ▲	17.4%	4,595	0.0%	ETF
KO Coca-Cola	$239,617	$65,812 ▼	-21.5%	3,346	0.0%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$233,107	$384,022 ▼	-62.2%	4,586	0.0%	ETF
PNC The PNC Financial Services Group	$227,297	$8,614 ▼	-3.7%	1,293	0.0%	Finance
CVX Chevron	$218,537	$141,898 ▼	-39.4%	1,306	0.0%	Energy
TMO Thermo Fisher Scientific	$213,969	$5,971 ▼	-2.7%	430	0.0%	Medical
MRK Merck & Co., Inc.	$213,121	$53,235 ▼	-20.0%	2,374	0.0%	Medical
IWV iShares Russell 3000 ETF	$206,603	$9,536 ▼	-4.4%	650	0.0%	ETF
WM Waste Management	$205,890	$205,890 ▲	New Holding	889	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

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Meridian Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Meridian Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Meridian Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Meridian Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools