Meridian Wealth Partners, LLC Top Holdings and 13F Report (2025) About Meridian Wealth Partners, LLCInvestment ActivityMeridian Wealth Partners, LLC has $689.75 million in total holdings as of June 30, 2025.Meridian Wealth Partners, LLC owns shares of 111 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.07% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Meridian Wealth Partners, LLC has purchased 103 new stocks and bought additional shares in 66 stocks.Meridian Wealth Partners, LLC sold shares of 26 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $96,849,753iShares Core U.S. Aggregate Bond ETF $81,744,380Dimensional US Core Equity Market ETF $77,269,276Schwab US Large-Cap ETF $72,086,327Dimensional World ex U.S. Core Equity 2 ETF $27,924,060 Largest New Holdings this Quarter 152309100 - Centessa Pharmaceuticals $500,648 Holding69608A108 - PALANTIR TECHNOLOGIES INC $476,712 Holding874039100 - Taiwan Semiconductor Manufacturing $358,761 Holding36828A101 - GE VERNOVA INC $315,903 Holding464285204 - iShares Gold Trust $280,558 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 54,990 shares (about $5.46M)iShares MBS ETF 16,481 shares (about $1.55M)NVIDIA 7,493 shares (about $1.18M)iShares Core MSCI Total International Stock ETF 14,916 shares (about $1.15M)iShares National Muni Bond ETF 8,742 shares (about $913.36K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 46,081 shares (about $1.65M)iShares Core S&P Total U.S. Stock Market ETF 997 shares (about $134.63K)iShares Core S&P 500 ETF 201 shares (about $124.80K)Vanguard FTSE All-World ex-US ETF 1,508 shares (about $101.37K)Tesla 268 shares (about $85.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$96,849,753$1,651,543 ▼-1.7%2,702,28114.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$81,744,380$5,455,009 ▲7.2%824,03611.9%FinanceDFAUDimensional US Core Equity Market ETF$77,269,276$514,589 ▲0.7%1,824,10911.2%ETFSCHXSchwab US Large-Cap ETF$72,086,327$209,940 ▲0.3%2,949,52210.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$27,924,060$64,203 ▲0.2%950,7684.0%ETFEFGiShares MSCI EAFE Growth ETF$23,611,346$395,023 ▲1.7%210,8163.4%ETFMBBiShares MBS ETF$23,247,530$1,547,400 ▲7.1%247,6043.4%ETFMUBiShares National Muni Bond ETF$21,754,199$913,364 ▲4.4%208,2143.2%ETFIXUSiShares Core MSCI Total International Stock ETF$21,684,448$1,153,156 ▲5.6%280,4873.1%ManufacturingSCHBSchwab US Broad Market ETF$21,005,968$635,927 ▲3.1%881,4933.0%ETFVLUEiShares MSCI USA Value Factor ETF$19,828,342$729,523 ▲3.8%175,1472.9%ETFQUALiShares MSCI USA Quality Factor ETF$19,798,884$12,249 ▼-0.1%108,2972.9%ETFIVWiShares S&P 500 Growth ETF$18,138,925$18,607 ▼-0.1%164,7502.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,651,891$187,594 ▲1.3%244,0762.1%ETFPPGPPG Industries$14,610,023$76,440 ▼-0.5%128,4402.1%Basic MaterialsSCHOSchwab Short-Term U.S. Treasury ETF$11,463,296$555,888 ▲5.1%470,1931.7%ETFEFViShares MSCI EAFE Value ETF$10,601,632$16,124 ▲0.2%167,0071.5%ETFIWMiShares Russell 2000 ETF$8,749,206$119,763 ▲1.4%40,5451.3%FinanceSUBiShares Short-Term National Muni Bond ETF$8,415,854$325,294 ▲4.0%79,1411.2%ETFAAPLApple$8,241,500$144,440 ▲1.8%40,1691.2%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$7,648,537$220,417 ▲3.0%272,6751.1%ETFIVViShares Core S&P 500 ETF$4,954,789$124,801 ▼-2.5%7,9800.7%ETFVTEBVanguard Tax-Exempt Bond ETF$4,563,772$76,830 ▼-1.7%93,0810.7%ETFNVDANVIDIA$4,380,484$1,183,833 ▲37.0%27,7260.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,211,006$20,364 ▼-0.5%13,8550.6%ETFMSFTMicrosoft$3,888,330$384,008 ▲11.0%7,8170.6%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$3,050,754$254,776 ▲9.1%47,8850.4%ETFVEUVanguard FTSE All-World ex-US ETF$2,416,833$101,368 ▼-4.0%35,9540.4%ETFHDHome Depot$2,252,228$11,732 ▲0.5%6,1430.3%Retail/WholesaleMETAMeta Platforms$2,168,872$304,882 ▲16.4%2,9380.3%Computer and TechnologyVOOVanguard S&P 500 ETF$1,945,589$1,136 ▲0.1%3,4250.3%ETFAMZNAmazon.com$1,924,456$298,585 ▲18.4%8,7720.3%Retail/WholesaleMRBKMeridian Bank$1,801,068$249,370 ▲16.1%139,7260.3%FinanceSCHDSchwab US Dividend Equity ETF$1,800,997$56,790 ▲3.3%67,9620.3%ETFVXUSVanguard Total International Stock ETF$1,783,973$12,989 ▼-0.7%25,8210.3%ETFJPMJPMorgan Chase & Co.$1,570,567$646,261 ▲69.9%5,4170.2%FinanceGOOGLAlphabet$1,426,914$130,232 ▲10.0%8,0970.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,415,625$134,635 ▼-8.7%10,4830.2%ETFBNDVanguard Total Bond Market ETF$1,398,602$45,945 ▲3.4%18,9950.2%ETFTXNTexas Instruments$1,342,897$64,778 ▼-4.6%6,4680.2%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$1,178,943$2,219 ▲0.2%25,5020.2%ManufacturingVBVanguard Small-Cap ETF$1,151,171$52,132 ▼-4.3%4,8580.2%ETFAVGOBroadcom$1,069,057$3,308 ▲0.3%3,8780.2%Computer and TechnologySPGIS&P Global$944,049$1,055 ▲0.1%1,7900.1%FinanceABBVAbbVie$929,276$12,809 ▲1.4%5,0060.1%MedicalGOOGAlphabet$811,205$129,317 ▲19.0%4,5730.1%Computer and TechnologyGLDSPDR Gold Shares$777,9270.0%2,5520.1%FinanceBRK.ABerkshire Hathaway$728,8000.0%10.1%FinanceWFCWells Fargo & Company$705,752$3,125 ▲0.4%8,8090.1%FinanceSCHZSchwab U.S. Aggregate Bond ETF$677,028$14,060 ▼-2.0%29,1320.1%ETFXOMExxon Mobil$672,505$51,532 ▼-7.1%6,2380.1%EnergyTSLATesla$633,415$85,133 ▼-11.8%1,9940.1%Auto/Tires/TrucksCBUCommunity Financial System$621,8280.0%10,9340.1%FinancePGProcter & Gamble$582,475$159 ▼0.0%3,6560.1%Consumer StaplesAMDAdvanced Micro Devices$546,316$123,028 ▲29.1%3,8500.1%Computer and TechnologySTBAS&T Bancorp$539,011$151 ▼0.0%14,2520.1%FinanceVVisa$528,197$26,978 ▲5.4%1,4880.1%Business ServicesMCDMcDonald's$525,031$7,889 ▲1.5%1,7970.1%Retail/WholesaleLLYEli Lilly and Company$520,467$33,503 ▲6.9%6680.1%MedicalVXFVanguard Extended Market ETF$502,588$61,282 ▼-10.9%2,6080.1%ETFCNTACentessa Pharmaceuticals$500,648$500,648 ▲New Holding38,1010.1%MedicalORCLOracle$499,571$4,373 ▲0.9%2,2850.1%Computer and TechnologyFULTFulton Financial$496,462$1,100 ▼-0.2%27,5200.1%FinanceVOVanguard Mid-Cap ETF$491,942$1,399 ▲0.3%1,7580.1%ETFESGEiShares ESG Aware MSCI EM ETF$487,314$744 ▲0.2%12,4410.1%ManufacturingPALANTIR TECHNOLOGIES INC$476,712$476,712 ▲New Holding3,4970.1%CL AWMTWalmart$469,736$9,680 ▲2.1%4,8040.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$469,718$54,647 ▼-10.4%2,2950.1%ETFABTAbbott Laboratories$456,496$16,459 ▲3.7%3,3560.1%MedicalNFLXNetflix$455,277$20,086 ▲4.6%3400.1%Consumer DiscretionaryVMBSVanguard Mortgage-Backed Securities ETF$448,201$2,641 ▲0.6%9,6720.1%ETFVGSHVanguard Short-Term Treasury ETF$442,320$1,705 ▲0.4%7,5250.1%ETFSCHASchwab US Small-Cap ETF$434,138$15,129 ▲3.6%17,1600.1%ETFJNJJohnson & Johnson$404,788$10,998 ▲2.8%2,6500.1%MedicalLOWLowe's Companies$403,065$17,081 ▼-4.1%1,8170.1%Retail/WholesalePLDPrologis$397,268$5,361 ▼-1.3%3,7790.1%FinanceCOSTCostco Wholesale$386,082$21,779 ▼-5.3%3900.1%Retail/WholesaleBABoeing$377,714$53,420 ▲16.5%1,8030.1%AerospaceIWBiShares Russell 1000 ETF$377,3310.0%1,1110.1%ETFMAMastercard$376,041$10,680 ▲2.9%6690.1%Business ServicesPMPhilip Morris International$375,250$11,294 ▲3.1%2,0600.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$374,486$17,921 ▼-4.6%6060.1%FinanceBACBank of America$370,271$4,259 ▼-1.1%7,8250.1%FinanceDUKDuke Energy$366,626$2,360 ▲0.6%3,1070.1%UtilitiesTSMTaiwan Semiconductor Manufacturing$358,761$358,761 ▲New Holding1,5840.1%Computer and TechnologyVTVVanguard Value ETF$356,839$20,148 ▲6.0%2,0190.1%ETFVEAVanguard FTSE Developed Markets ETF$333,566$72,118 ▲27.6%5,8510.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$330,409$951 ▲0.3%13,2000.0%ETFGE VERNOVA INC$315,903$315,903 ▲New Holding5970.0%COMVUGVanguard Growth ETF$311,264$9,645 ▼-3.0%7100.0%ETFCMCSAComcast$308,618$32,800 ▲11.9%8,6470.0%Consumer DiscretionaryRTXRTX$308,346$7,300 ▲2.4%2,1120.0%AerospaceDFUSDimensional U.S. Equity ETF$301,3220.0%4,4960.0%ETFADPAutomatic Data Processing$284,959$4,934 ▲1.8%9240.0%Computer and TechnologyIAUiShares Gold Trust$280,558$280,558 ▲New Holding4,4990.0%FinanceBINCiShares Flexible Income Active ETF$265,934$23,143 ▲9.5%5,0330.0%ETFVGITVanguard Intermediate-Term Treasury ETF$258,679$1,495 ▲0.6%4,3250.0%ETFKOCocaCola$245,834$9,126 ▲3.9%3,4750.0%Consumer StaplesPNCThe PNC Financial Services Group$242,747$1,678 ▲0.7%1,3020.0%FinanceCSCOCisco Systems$237,234$10,547 ▲4.7%3,4190.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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