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

About Meridian Wealth Partners, LLC

Investment Activity

Meridian Wealth Partners, LLC has $826.11 million in total holdings as of June 30, 2026.
Meridian Wealth Partners, LLC owns shares of 125 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 3.05% of the portfolio was purchased this quarter.
About 1.49% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Partners, LLC has purchased 118 new stocks and bought additional shares in 54 stocks.
Meridian Wealth Partners, LLC sold shares of 46 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $104,986,990
Dimensional U.S. Core Equity 2 ETF: $104,305,879
iShares Core U.S. Aggregate Bond ETF: $98,435,601
Dimensional US Core Equity Market ETF: $58,656,666
iShares S&P 500 Growth ETF: $37,857,200

Largest New Holdings this Quarter

458140100 - Intel: $425,360 Holding
512807306 - LAM RESEARCH CORP: $321,531 Holding
91324P102 - UnitedHealth Group: $320,313 Holding
80004C200 - SANDISK CORP: $311,502 Holding
855244109 - Starbucks: $241,503 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF: 51,327 shares (about $5.08M)
Vanguard Total Stock Market ETF: 12,788 shares (about $4.73M)
Schwab US Large-Cap ETF: 66,906 shares (about $1.97M)
iShares MBS ETF: 17,221 shares (about $1.63M)
iShares MSCI EAFE Growth ETF: 9,594 shares (about $1.19M)

Largest Sales this Quarter

iShares MSCI USA Value Factor ETF: 16,021 shares (about $3.20M)
iShares National Muni Bond ETF: 18,821 shares (about $2.03M)
Dimensional U.S. Core Equity 2 ETF: 29,270 shares (about $1.30M)
iShares Core MSCI Emerging Markets ETF: 10,456 shares (about $866.18K)
iShares Short-Term National Muni Bond ETF: 8,113 shares (about $863.79K)

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	$104,986,990	$1,969,044 â–²	1.9%	3,567,346	12.7%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$104,305,879	$1,298,417 â–¼	-1.2%	2,351,350	12.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$98,435,601	$5,080,346 â–²	5.4%	994,500	11.9%	ETF
DFAU Dimensional US Core Equity Market ETF	$58,656,666	$1,011,160 â–²	1.8%	1,134,778	7.1%	ETF
IVW iShares S&P 500 Growth ETF	$37,857,200	$374,494 â–²	1.0%	275,265	4.6%	ETF
EFG iShares MSCI EAFE Growth ETF	$35,870,231	$1,193,684 â–²	3.4%	288,300	4.3%	ETF
VLUE iShares MSCI USA Value Factor ETF	$34,010,296	$3,201,159 â–¼	-8.6%	170,213	4.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$32,111,358	$348,070 â–²	1.1%	336,456	3.9%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$31,116,920	$288,052 â–¼	-0.9%	844,650	3.8%	ETF
MBB iShares MBS ETF	$28,124,927	$1,627,731 â–²	6.1%	297,555	3.4%	ETF
SCHB Schwab US Broad Market ETF	$27,147,860	$467,443 â–²	1.8%	937,426	3.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$25,234,468	$349,772 â–²	1.4%	115,000	3.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$22,903,948	$866,176 â–¼	-3.6%	276,484	2.8%	ETF
EFV iShares MSCI EAFE Value ETF	$18,472,604	$393,008 â–²	2.2%	241,314	2.2%	ETF
MUB iShares National Muni Bond ETF	$16,444,014	$2,025,516 â–¼	-11.0%	152,797	2.0%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$14,065,341	$965,697 â–²	7.4%	582,657	1.7%	ETF
IWM iShares Russell 2000 ETF	$11,463,971	$42,063 â–²	0.4%	38,156	1.4%	ETF
AAPL Apple	$10,548,553	$299,775 â–¼	-2.8%	36,455	1.3%	Technology
PPG PPG Industries	$9,480,846	$113,648 â–¼	-1.2%	78,167	1.1%	Materials
SCHM Schwab U.S. Mid-Cap ETF	$8,512,777	$79,492 â–¼	-0.9%	230,886	1.0%	ETF
VTI Vanguard Total Stock Market ETF	$6,914,684	$4,732,151 â–²	216.8%	18,686	0.8%	ETF
SUB iShares Short-Term National Muni Bond ETF	$6,558,127	$863,791 â–¼	-11.6%	61,596	0.8%	ETF
DFAS Dimensional U.S. Small Cap ETF	$5,822,097	$59,120 â–²	1.0%	70,708	0.7%	ETF
IVV iShares Core S&P 500 ETF	$5,062,078	$68,153 â–¼	-1.3%	6,759	0.6%	ETF
NVDA NVIDIA	$4,359,428	$138,064 â–²	3.3%	21,787	0.5%	Technology
MSFT Microsoft	$2,777,994	$94,751 â–²	3.5%	7,447	0.3%	Technology
VOO Vanguard S&P 500 ETF	$2,500,201	$50,828 â–²	2.1%	3,640	0.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$2,452,916	$26,548 â–¼	-1.1%	29,289	0.3%	ETF
AMZN Amazon.com	$2,116,620	$142,284 â–²	7.2%	8,881	0.3%	Consumer Discretionary
VTEB Vanguard Tax-Exempt Bond ETF	$2,081,823	$303 â–¼	0.0%	41,159	0.3%	ETF
GOOGL Alphabet	$1,848,866	$57,889 â–²	3.2%	5,174	0.2%	Communication Services
HD Home Depot	$1,841,672	$73,357 â–¼	-3.8%	5,222	0.2%	Consumer Discretionary
TXN Texas Instruments	$1,797,378	$5,663 â–²	0.3%	6,030	0.2%	Technology
NVR NVR	$1,785,111		0.0%	262	0.2%	Consumer Discretionary
VXUS Vanguard Total International Stock ETF	$1,778,962	$52,833 â–²	3.1%	20,809	0.2%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,565,658		0.0%	9,531	0.2%	ETF
AVGO Broadcom	$1,472,587	$38,156 â–²	2.7%	3,898	0.2%	Technology
BND Vanguard Total Bond Market ETF	$1,404,994	$54,470 â–¼	-3.7%	19,139	0.2%	ETF
MRBK Meridian Bank	$1,339,005	$220 â–²	0.0%	66,850	0.2%	Finance
GOOG Alphabet	$1,325,696	$15,547 â–²	1.2%	3,752	0.2%	Communication Services
AMD Advanced Micro Devices	$1,320,408	$432,197 â–¼	-24.7%	2,273	0.2%	Technology
IUSB iShares Core Total USD Bond Market ETF	$1,236,405	$264,624 â–²	27.2%	26,791	0.1%	ETF
SCHD Schwab US Dividend Equity ETF	$1,140,768	$285 â–²	0.0%	35,975	0.1%	ETF
META Meta Platforms	$1,045,786	$39,984 â–²	4.0%	1,857	0.1%	Communication Services
MU Micron Technology	$964,603	$155,767 â–²	19.3%	836	0.1%	Technology
TSLA Tesla	$960,652	$111,880 â–²	13.2%	2,284	0.1%	Consumer Discretionary
VB Vanguard Small-Cap ETF	$955,465	$13,641 â–¼	-1.4%	3,152	0.1%	ETF
JPM JPMorgan Chase & Co.	$928,308	$2,619 â–²	0.3%	2,836	0.1%	Finance
GLD SPDR Gold Shares	$899,584		0.0%	2,442	0.1%	ETF
JNJ Johnson & Johnson	$839,626	$1,270 â–¼	-0.2%	3,306	0.1%	Healthcare
XOM ExxonMobil	$777,679	$9,844 â–²	1.3%	5,688	0.1%	Energy
VGT Vanguard Information Technology ETF	$752,541	$658,593 â–²	701.0%	6,296	0.1%	ETF
BRK.A Berkshire Hathaway	$748,850		0.0%	1	0.1%	Finance
CBU Community Financial System	$730,950		0.0%	10,890	0.1%	Finance
LLY Eli Lilly and Company	$727,656	$37,162 â–²	5.4%	607	0.1%	Healthcare
ABBV AbbVie	$706,439	$3,272 â–²	0.5%	2,807	0.1%	Healthcare
FULT Fulton Financial	$666,242	$532 â–²	0.1%	27,542	0.1%	Finance
VTV Vanguard Value ETF	$654,008	$9,153 â–²	1.4%	3,001	0.1%	ETF
VO Vanguard Mid-Cap ETF	$623,451	$472,704 â–²	313.6%	7,738	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$615,229	$473 â–²	0.1%	2,600	0.1%	ETF
VXF Vanguard Extended Market ETF	$590,412	$51,704 â–¼	-8.1%	2,398	0.1%	ETF
QQQ Invesco QQQ	$581,546	$95,697 â–¼	-14.1%	790	0.1%	ETF
WALMART INC	$537,872	$8,381 â–²	1.6%	4,749	0.1%	COM
ESGE iShares ESG Aware MSCI EM ETF	$537,658	$3,281 â–¼	-0.6%	9,831	0.1%	ETF
CL Colgate-Palmolive	$534,832	$20,535 â–²	4.0%	5,834	0.1%	Consumer Staples
AMAT Applied Materials	$517,428	$4,336 â–¼	-0.8%	716	0.1%	Technology
SPGI S&P Global	$515,338	$76,995 â–¼	-13.0%	1,265	0.1%	Finance
CSCO Cisco Systems	$495,604	$68,132 â–¼	-12.1%	4,219	0.1%	Technology
V Visa	$492,221	$27,784 â–²	6.0%	1,435	0.1%	Finance
SCHA Schwab US Small-Cap ETF	$478,773		0.0%	13,251	0.1%	ETF
VGSH Vanguard Short-Term Treasury ETF	$469,849	$15,772 â–¼	-3.2%	8,073	0.1%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$469,130	$15,541 â–¼	-3.2%	10,022	0.1%	ETF
VUG Vanguard Growth ETF	$468,258	$390,215 â–²	500.0%	5,436	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$467,807		0.0%	626	0.1%	ETF
MCD McDonald's	$460,879	$20,273 â–¼	-4.2%	1,705	0.1%	Consumer Discretionary
IWB iShares Russell 1000 ETF	$455,037		0.0%	1,111	0.1%	ETF
INTC Intel	$425,360	$425,360 â–²	New Holding	3,046	0.1%	Technology
ROCKET LAB CORP	$422,967	$9,250 â–²	2.2%	4,161	0.1%	COM
LMT Lockheed Martin	$421,517	$3,058 â–¼	-0.7%	827	0.1%	Industrials
RTX RTX	$420,758	$2,087 â–¼	-0.5%	2,218	0.1%	Industrials
CAT Caterpillar	$418,071	$7,447 â–²	1.8%	393	0.1%	Industrials
LOW Lowe's Companies	$404,968	$6,834 â–¼	-1.7%	1,837	0.0%	Consumer Discretionary
PM Philip Morris International	$404,033	$11,761 â–²	3.0%	2,233	0.0%	Consumer Staples
ORCL Oracle	$386,453	$63,456 â–²	19.6%	2,637	0.0%	Technology
IWV iShares Russell 3000 ETF	$368,167	$11,945 â–¼	-3.1%	863	0.0%	ETF
BAC Bank of America	$352,839	$6,097 â–¼	-1.7%	6,192	0.0%	Finance
VEA Vanguard FTSE Developed Markets ETF	$351,975	$7,125 â–¼	-2.0%	4,940	0.0%	ETF
COST Costco Wholesale	$351,752	$2,807 â–²	0.8%	376	0.0%	Consumer Staples
BA Boeing	$347,363	$40,255 â–¼	-10.4%	1,605	0.0%	Industrials
XLK Technology Select Sector SPDR Fund	$343,865		0.0%	1,805	0.0%	ETF
DFUS Dimensional U.S. Equity ETF	$336,692		0.0%	4,109	0.0%	ETF
LAM RESEARCH CORP	$321,531	$321,531 â–²	New Holding	742	0.0%	COM NEW
UNH UnitedHealth Group	$320,313	$320,313 â–²	New Holding	771	0.0%	Healthcare
MA Mastercard	$317,499	$2,569 â–²	0.8%	618	0.0%	Finance
PNC The PNC Financial Services Group	$314,705	$1,724 â–¼	-0.5%	1,278	0.0%	Finance
SANDISK CORP	$311,502	$311,502 â–²	New Holding	137	0.0%	COM
SCHZ Schwab U.S. Aggregate Bond ETF	$300,829	$11,588 â–¼	-3.7%	13,006	0.0%	ETF
GS The Goldman Sachs Group	$291,613	$8,100 â–²	2.9%	288	0.0%	Finance
PG Procter & Gamble	$289,322	$8,505 â–¼	-2.9%	1,973	0.0%	Consumer Staples
MRK Merck & Co., Inc.	$274,134	$9,253 â–¼	-3.3%	2,133	0.0%	Healthcare

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

Stock Ideas and Recommendations

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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