Meridian Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Meridian Wealth Partners, LLC

Investment Activity

Meridian Wealth Partners, LLC has $812.17 million in total holdings as of June 30, 2026.
Meridian Wealth Partners, LLC owns shares of 111 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 0.84% of the portfolio was purchased this quarter.
About 1.91% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Partners, LLC has purchased 125 new stocks and bought additional shares in 26 stocks.
Meridian Wealth Partners, LLC sold shares of 65 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $106,140,521
Dimensional U.S. Core Equity 2 ETF: $104,038,600
iShares Core U.S. Aggregate Bond ETF: $95,634,443
Dimensional US Core Equity Market ETF: $58,971,865
iShares S&P 500 Growth ETF: $38,865,724

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $893,700 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $313,683 Holding
46438F101 - ISHARES BITCOIN TRUST ETF: $282,857 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $229,157 Holding
22788C105 - CrowdStrike: $216,036 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF: 17,076 shares (about $1.61M)
iShares Core MSCI Total International Stock ETF: 12,818 shares (about $1.22M)
EXXONMOBIL HOLDINGS CORP: 5,491 shares (about $893.70K)
Schwab US Broad Market ETF: 13,181 shares (about $386.33K)
PALANTIR TECHNOLOGIES INC: 1,677 shares (about $313.68K)

Largest Sales this Quarter

iShares National Muni Bond ETF: 11,656 shares (about $1.18M)
Apple: 3,237 shares (about $1.08M)
Schwab US Large-Cap ETF: 29,329 shares (about $879.87K)
PPG Industries: 7,789 shares (about $812.62K)
iShares Short-Term National Muni Bond ETF: 4,914 shares (about $513.71K)

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
SCHX Schwab US Large-Cap ETF	$106,140,521	$879,870 ▼	-0.8%	3,538,017	13.1%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$104,038,600	$478,904 ▼	-0.5%	2,340,576	12.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$95,634,443	$1,614,366 ▲	1.7%	1,011,576	11.8%	ETF
DFAU Dimensional US Core Equity Market ETF	$58,971,865	$445,112 ▼	-0.7%	1,126,277	7.3%	ETF
IVW iShares S&P 500 Growth ETF	$38,865,724	$293,482 ▼	-0.7%	273,202	4.8%	ETF
EFG iShares MSCI EAFE Growth ETF	$34,567,188	$20,251 ▲	0.1%	288,469	4.3%	ETF
VLUE iShares MSCI USA Value Factor ETF	$33,316,917	$385,309 ▼	-1.1%	168,267	4.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$33,177,534	$1,217,582 ▲	3.8%	349,274	4.1%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$31,091,190	$177,770 ▼	-0.6%	839,848	3.8%	ETF
SCHB Schwab US Broad Market ETF	$27,862,280	$386,335 ▲	1.4%	950,607	3.4%	ETF
MBB iShares MBS ETF	$26,967,598	$300,676 ▲	1.1%	300,910	3.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$25,398,282	$159,346 ▼	-0.6%	114,283	3.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$22,321,448	$118,007 ▼	-0.5%	275,030	2.7%	ETF
EFV iShares MSCI EAFE Value ETF	$18,945,422	$152,186 ▼	-0.8%	239,391	2.3%	ETF
MUB iShares National Muni Bond ETF	$14,269,356	$1,178,422 ▼	-7.6%	141,141	1.8%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$14,091,630	$189,425 ▲	1.4%	590,596	1.7%	ETF
AAPL Apple	$11,062,122	$1,077,972 ▼	-8.9%	33,218	1.4%	Technology
IWM iShares Russell 2000 ETF	$10,444,496	$158,675 ▼	-1.5%	37,585	1.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$7,804,243	$50,486 ▼	-0.6%	229,402	1.0%	ETF
PPG PPG Industries	$7,342,513	$812,624 ▼	-10.0%	70,378	0.9%	Materials
VTI Vanguard Total Stock Market ETF	$7,041,443	$48,278 ▲	0.7%	18,815	0.9%	ETF
SUB iShares Short-Term National Muni Bond ETF	$5,925,537	$513,710 ▼	-8.0%	56,682	0.7%	ETF
DFAS Dimensional U.S. Small Cap ETF	$5,727,300	$253,086 ▲	4.6%	73,977	0.7%	ETF
NVDA NVIDIA	$5,154,050	$178,364 ▲	3.6%	22,568	0.6%	Technology
IVV iShares Core S&P 500 ETF	$5,093,344	$82,707 ▼	-1.6%	6,651	0.6%	ETF
MSFT Microsoft	$3,841,778	$22,056 ▲	0.6%	7,490	0.5%	Technology
VOO Vanguard S&P 500 ETF	$2,443,945	$107,234 ▼	-4.2%	3,487	0.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$2,379,163	$50,944 ▼	-2.1%	28,675	0.3%	ETF
AMZN Amazon.com	$2,319,100	$106,388 ▲	4.8%	9,308	0.3%	Consumer Discretionary
VTEB Vanguard Tax-Exempt Bond ETF	$1,949,291		0.0%	41,159	0.2%	ETF
GOOGL Alphabet	$1,842,055	$61,929 ▲	3.5%	5,354	0.2%	Communication Services
VXUS Vanguard Total International Stock ETF	$1,769,128	$1,189 ▲	0.1%	20,823	0.2%	ETF
TXN Texas Instruments	$1,612,493	$76,465 ▼	-4.5%	5,757	0.2%	Technology
NVR NVR	$1,612,451		0.0%	262	0.2%	Consumer Discretionary
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,584,815		0.0%	9,531	0.2%	ETF
AMD Advanced Micro Devices	$1,489,635	$99,105 ▲	7.1%	2,435	0.2%	Technology
HD Home Depot	$1,476,317	$9,389 ▼	-0.6%	5,189	0.2%	Consumer Discretionary
META Meta Platforms	$1,365,925	$19,575 ▲	1.5%	1,884	0.2%	Communication Services
BND Vanguard Total Bond Market ETF	$1,364,839	$22,238 ▲	1.7%	19,456	0.2%	ETF
GOOG Alphabet	$1,321,608	$43,270 ▲	3.4%	3,879	0.2%	Communication Services
MRBK Meridian	$1,258,301	$188 ▲	0.0%	66,860	0.2%	Finance
AVGO Broadcom	$1,205,285	$163,655 ▼	-12.0%	3,432	0.1%	Technology
SCHD Schwab US Dividend Equity ETF	$1,165,420	$4,847 ▼	-0.4%	35,826	0.1%	ETF
IUSB iShares Core Total USD Bond Market ETF	$1,080,955	$100,261 ▼	-8.5%	24,517	0.1%	ETF
GLD SPDR Gold Shares	$930,012		0.0%	2,442	0.1%	ETF
EXXONMOBIL HOLDINGS CORP	$893,700	$893,700 ▲	New Holding	5,491	0.1%	COM SHS
VB Vanguard Small-Cap ETF	$863,769	$33,003 ▼	-3.7%	3,036	0.1%	ETF
MU Micron Technology	$844,633	$45,800 ▼	-5.1%	793	0.1%	Technology
JPM JPMorgan Chase & Co.	$771,827	$166,408 ▼	-17.7%	2,333	0.1%	Finance
BRK.A Berkshire Hathaway	$747,005		0.0%	1	0.1%	Finance
TSLA Tesla	$721,684	$88,703 ▼	-10.9%	2,034	0.1%	Consumer Discretionary
ABBV AbbVie	$684,931	$49,447 ▼	-6.7%	2,618	0.1%	Healthcare
VTV Vanguard Value ETF	$649,969	$1,513 ▲	0.2%	3,008	0.1%	ETF
CBU Community Financial System	$647,985	$417 ▼	-0.1%	10,883	0.1%	Finance
VGT Vanguard Information Technology ETF	$639,625	$151,550 ▼	-19.2%	5,090	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$628,805	$22,166 ▲	3.7%	2,695	0.1%	ETF
LLY Eli Lilly and Company	$622,510	$79,839 ▼	-11.4%	538	0.1%	Healthcare
FULT Fulton Financial	$616,656	$4,692 ▼	-0.8%	27,334	0.1%	Finance
VO Vanguard Mid-Cap ETF	$606,814		0.0%	7,738	0.1%	ETF
JNJ Johnson & Johnson	$552,778	$322,454 ▼	-36.8%	2,088	0.1%	Healthcare
VXF Vanguard Extended Market ETF	$532,286	$23,163 ▼	-4.2%	2,298	0.1%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$519,557	$12,890 ▼	-2.4%	9,593	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$497,630	$20,576 ▲	4.3%	653	0.1%	ETF
VUG Vanguard Growth ETF	$471,637	$18,202 ▼	-3.7%	5,234	0.1%	ETF
V Visa	$465,692	$49,947 ▼	-9.7%	1,296	0.1%	Finance
VGSH Vanguard Short-Term Treasury ETF	$464,682		0.0%	8,073	0.1%	ETF
IWB iShares Russell 1000 ETF	$462,404		0.0%	1,111	0.1%	ETF
SPGI S&P Global	$452,063	$46,942 ▼	-9.4%	1,146	0.1%	Finance
VMBS Vanguard Mortgage-Backed Securities ETF	$445,078		0.0%	10,022	0.1%	ETF
SCHA Schwab US Small-Cap ETF	$432,419	$33 ▲	0.0%	13,252	0.1%	ETF
WALMART INC	$391,051	$102,465 ▼	-20.8%	3,763	0.0%	COM
CSCO Cisco Systems	$385,101	$68,991 ▼	-15.2%	3,578	0.0%	Technology
MCD McDonald's	$377,356	$16,397 ▼	-4.2%	1,634	0.0%	Consumer Discretionary
IWV iShares Russell 3000 ETF	$372,709		0.0%	863	0.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$366,184	$17,370 ▲	5.0%	5,186	0.0%	ETF
XLK Technology Select Sector SPDR Fund	$353,305		0.0%	1,805	0.0%	ETF
LMT Lockheed Martin	$345,464	$75,921 ▼	-18.0%	678	0.0%	Industrials
MA Mastercard	$341,360	$551 ▲	0.2%	619	0.0%	Finance
DFUS Dimensional U.S. Equity ETF	$341,171		0.0%	4,109	0.0%	ETF
INTC Intel	$328,589	$37,632 ▼	-10.3%	2,733	0.0%	Technology
AMAT Applied Materials	$327,284	$38,865 ▼	-10.6%	640	0.0%	Technology
QQQ Invesco QQQ	$323,091	$260,987 ▼	-44.7%	437	0.0%	ETF
PM Philip Morris International	$318,288	$107,813 ▼	-25.3%	1,668	0.0%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$313,683	$313,683 ▲	New Holding	1,677	0.0%	CL A
RTX RTX	$310,964	$100,808 ▼	-24.5%	1,675	0.0%	Industrials
COST Costco Wholesale	$300,413	$41,876 ▼	-12.2%	330	0.0%	Consumer Staples
MRK Merck & Co., Inc.	$300,211	$9,736 ▼	-3.1%	2,066	0.0%	Healthcare
CAT Caterpillar	$294,317	$24,324 ▼	-7.6%	363	0.0%	Industrials
BAC Bank of America	$293,269	$43,762 ▼	-13.0%	5,388	0.0%	Finance
ISHARES BITCOIN TRUST ETF	$282,857	$282,857 ▲	New Holding	5,975	0.0%	SHS BEN INT
TMO Thermo Fisher Scientific	$278,796		0.0%	413	0.0%	Healthcare
PG Procter & Gamble	$269,931	$16,707 ▼	-5.8%	1,858	0.0%	Consumer Staples
SCHZ Schwab U.S. Aggregate Bond ETF	$267,963	$19,470 ▼	-6.8%	12,125	0.0%	ETF
KO Coca-Cola	$265,988	$14,978 ▼	-5.3%	3,090	0.0%	Consumer Staples
ROCKET LAB CORP	$265,412	$24,527 ▼	-8.5%	3,809	0.0%	COM
PANW Palo Alto Networks	$263,417	$22,647 ▲	9.4%	663	0.0%	Technology
CVX Chevron	$255,876	$6,535 ▼	-2.5%	1,253	0.0%	Energy
GS The Goldman Sachs Group	$248,500	$10,804 ▼	-4.2%	276	0.0%	Finance
SANDISK CORP	$247,065	$8,699 ▲	3.6%	142	0.0%	COM
LOW Lowe's Companies	$244,676	$93,780 ▼	-27.7%	1,328	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Meridian Wealth Partners, LLC Top Holdings and 13F Report (2026)

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

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Meridian Wealth Partners, LLC Top Holdings and 13F Report (2026)

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