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

About Meridian Wealth Partners, LLC

Investment Activity

Meridian Wealth Partners, LLC has $728.56 million in total holdings as of March 31, 2026.
Meridian Wealth Partners, LLC owns shares of 118 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 3.19% of the portfolio was purchased this quarter.
About 1.18% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Partners, LLC has purchased 113 new stocks and bought additional shares in 58 stocks.
Meridian Wealth Partners, LLC sold shares of 31 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

iShares Core U.S. Aggregate Bond ETF: $93,628,822
Dimensional U.S. Core Equity 2 ETF: $92,510,882
Schwab US Large-Cap ETF: $89,751,270
Dimensional US Core Equity Market ETF: $50,318,553
iShares MSCI EAFE Growth ETF: $31,039,514

Largest New Holdings this Quarter

62944T105 - NVR: $1,726,536 Holding
539830109 - Lockheed Martin: $503,686 Holding
194162103 - Colgate-Palmolive: $478,113 Holding
166764100 - Chevron: $275,867 Holding
33738R704 - First Trust RBA American Industrial Renaissance ETF: $252,579 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF: 38,054 shares (about $3.78M)
Schwab US Large-Cap ETF: 94,697 shares (about $2.43M)
NVR: 262 shares (about $1.73M)
Dimensional US Core Equity Market ETF: 37,088 shares (about $1.67M)
iShares S&P 500 Growth ETF: 13,059 shares (about $1.48M)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF: 106,396 shares (about $4.13M)
Dimensional World ex U.S. Core Equity 2 ETF: 32,421 shares (about $1.10M)
Schwab U.S. Mid-Cap ETF: 9,346 shares (about $289.35K)
PPG Industries: 1,583 shares (about $169.19K)
iShares Gold Trust: 1,561 shares (about $137.62K)

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
AGG iShares Core U.S. Aggregate Bond ETF	$93,628,822	$3,777,622 â–²	4.2%	943,173	12.9%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$92,510,882	$4,134,548 â–¼	-4.3%	2,380,620	12.7%	ETF
SCHX Schwab US Large-Cap ETF	$89,751,270	$2,428,031 â–²	2.8%	3,500,440	12.3%	ETF
DFAU Dimensional US Core Equity Market ETF	$50,318,553	$1,673,411 â–²	3.4%	1,115,216	6.9%	ETF
EFG iShares MSCI EAFE Growth ETF	$31,039,514	$1,164,486 â–²	3.9%	278,706	4.3%	ETF
IVW iShares S&P 500 Growth ETF	$30,827,228	$1,477,104 â–²	5.0%	272,542	4.2%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$28,958,376	$1,101,342 â–¼	-3.7%	852,469	4.0%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$28,834,569	$918,471 â–²	3.3%	332,809	4.0%	Manufacturing
MBB iShares MBS ETF	$26,617,726	$1,146,427 â–²	4.5%	280,334	3.7%	ETF
VLUE iShares MSCI USA Value Factor ETF	$26,480,631	$360,452 â–²	1.4%	186,234	3.6%	ETF
SCHB Schwab US Broad Market ETF	$23,124,256	$648,760 â–²	2.9%	921,285	3.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$21,752,414	$504,652 â–²	2.4%	113,406	3.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$20,014,065	$391,437 â–²	2.0%	286,940	2.7%	ETF
MUB iShares National Muni Bond ETF	$18,217,251	$136,615 â–¼	-0.7%	171,618	2.5%	ETF
EFV iShares MSCI EAFE Value ETF	$17,560,010	$377,996 â–²	2.2%	236,180	2.4%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$13,170,183	$546,026 â–²	4.3%	542,653	1.8%	ETF
AAPL Apple	$9,514,888	$135,778 â–²	1.4%	37,491	1.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$9,427,968	$1,240 â–¼	0.0%	38,016	1.3%	Finance
PPG PPG Industries	$8,454,611	$169,191 â–¼	-2.0%	79,104	1.2%	Basic Materials
SUB iShares Short-Term National Muni Bond ETF	$7,424,009	$81,473 â–¼	-1.1%	69,709	1.0%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$7,214,987	$289,352 â–¼	-3.9%	233,042	1.0%	ETF
DFAS Dimensional U.S. Small Cap ETF	$4,978,389	$304,934 â–²	6.5%	69,990	0.7%	ETF
IVV iShares Core S&P 500 ETF	$4,474,697	$89,494 â–¼	-2.0%	6,850	0.6%	ETF
NVDA NVIDIA	$3,679,375	$359,270 â–²	10.8%	21,097	0.5%	Computer and Technology
MSFT Microsoft	$2,662,511	$120,300 â–²	4.7%	7,193	0.4%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$2,223,385	$137,206 â–¼	-5.8%	29,606	0.3%	ETF
VOO Vanguard S&P 500 ETF	$2,131,019	$435,048 â–²	25.7%	3,566	0.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,053,722		0.0%	41,165	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$1,892,196	$77,318 â–²	4.3%	5,898	0.3%	ETF
HD Home Depot	$1,785,794	$10,524 â–¼	-0.6%	5,430	0.2%	Retail/Wholesale
NVR NVR	$1,726,536	$1,726,536 â–²	New Holding	262	0.2%	Construction
AMZN Amazon.com	$1,725,240	$168,900 â–²	10.9%	8,284	0.2%	Retail/Wholesale
VXUS Vanguard Total International Stock ETF	$1,556,929	$29,687 â–²	1.9%	20,191	0.2%	ETF
BND Vanguard Total Bond Market ETF	$1,464,037	$13,550 â–¼	-0.9%	19,881	0.2%	ETF
GOOGL Alphabet	$1,441,108	$89,135 â–¼	-5.8%	5,012	0.2%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,357,501	$4,273 â–¼	-0.3%	9,531	0.2%	ETF
MRBK Meridian Bank	$1,267,267		0.0%	66,839	0.2%	Finance
AVGO Broadcom	$1,175,307	$46,430 â–²	4.1%	3,797	0.2%	Computer and Technology
TXN Texas Instruments	$1,166,987	$7,766 â–²	0.7%	6,011	0.2%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$1,103,438	$13,315 â–²	1.2%	35,966	0.2%	ETF
GOOG Alphabet	$1,063,678	$32,128 â–²	3.1%	3,708	0.1%	Computer and Technology
GLD SPDR Gold Shares	$1,050,769		0.0%	2,442	0.1%	Finance
META Meta Platforms	$1,022,016	$18,312 â–¼	-1.8%	1,786	0.1%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$972,623	$15,381 â–¼	-1.6%	21,057	0.1%	Manufacturing
XOM ExxonMobil	$952,739	$17,983 â–²	1.9%	5,616	0.1%	Energy
VB Vanguard Small-Cap ETF	$837,360	$42,693 â–¼	-4.9%	3,197	0.1%	ETF
JPM JPMorgan Chase & Co.	$831,886	$4,412 â–¼	-0.5%	2,828	0.1%	Finance
JNJ Johnson & Johnson	$809,342	$199,219 â–²	32.7%	3,311	0.1%	Medical
TSLA Tesla	$750,192	$11,524 â–²	1.6%	2,018	0.1%	Auto/Tires/Trucks
CNTA Centessa Pharmaceuticals	$718,972		0.0%	18,101	0.1%	Medical
BRK.A Berkshire Hathaway	$718,140		0.0%	1	0.1%	Finance
CBU Community Financial System	$638,710		0.0%	10,890	0.1%	Finance
SPGI S&P Global	$618,606	$135,293 â–¼	-17.9%	1,454	0.1%	Finance
AMD Advanced Micro Devices	$613,749	$28,480 â–²	4.9%	3,017	0.1%	Computer and Technology
ABBV AbbVie	$607,741	$47,201 â–²	8.4%	2,794	0.1%	Medical
WALMART INC	$581,010	$24,607 â–²	4.4%	4,675	0.1%	COM
VTV Vanguard Value ETF	$580,556	$44,341 â–¼	-7.1%	2,959	0.1%	ETF
FULT Fulton Financial	$559,758		0.0%	27,520	0.1%	Finance
VIG Vanguard Dividend Appreciation ETF	$558,696	$430 â–²	0.1%	2,598	0.1%	ETF
MCD McDonald's	$553,207	$1,243 â–¼	-0.2%	1,780	0.1%	Retail/Wholesale
VGT Vanguard Information Technology ETF	$548,377	$121,396 â–²	28.4%	786	0.1%	ETF
VO Vanguard Mid-Cap ETF	$537,314		0.0%	1,871	0.1%	ETF
VXF Vanguard Extended Market ETF	$536,727		0.0%	2,608	0.1%	ETF
QQQ Invesco QQQ	$530,841	$243,494 â–²	84.7%	920	0.1%	Finance
LLY Eli Lilly and Company	$529,482	$14,708 â–²	2.9%	576	0.1%	Medical
LMT Lockheed Martin	$503,686	$503,686 â–²	New Holding	833	0.1%	Aerospace
VGSH Vanguard Short-Term Treasury ETF	$488,458		0.0%	8,344	0.1%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$486,121		0.0%	10,354	0.1%	ETF
CL Colgate-Palmolive	$478,113	$478,113 â–²	New Holding	5,610	0.1%	Consumer Staples
ESGE iShares ESG Aware MSCI EM ETF	$449,744	$18,506 â–¼	-4.0%	9,891	0.1%	Manufacturing
LOW Lowe's Companies	$441,293	$27,876 â–²	6.7%	1,868	0.1%	Retail/Wholesale
RTX RTX	$429,910	$54,390 â–²	14.5%	2,229	0.1%	Aerospace
V Visa	$409,133	$2,417 â–¼	-0.6%	1,354	0.1%	Business Services
SPY SPDR S&P 500 ETF Trust	$407,349	$13,014 â–²	3.3%	626	0.1%	Finance
IWB iShares Russell 1000 ETF	$396,210		0.0%	1,111	0.1%	ETF
VUG Vanguard Growth ETF	$395,732	$20,529 â–²	5.5%	906	0.1%	ETF
SCHA Schwab US Small-Cap ETF	$385,330	$29 â–²	0.0%	13,251	0.1%	ETF
CSCO Cisco Systems	$372,381	$5,664 â–²	1.5%	4,799	0.1%	Computer and Technology
COST Costco Wholesale	$371,682	$30,890 â–²	9.1%	373	0.1%	Retail/Wholesale
PM Philip Morris International	$358,513	$73,092 â–²	25.6%	2,168	0.0%	Consumer Staples
BA Boeing	$356,397	$24,675 â–²	7.4%	1,791	0.0%	Aerospace
NFLX Netflix	$331,891	$23,652 â–²	7.7%	3,452	0.0%	Consumer Discretionary
IWV iShares Russell 3000 ETF	$330,436	$10,384 â–²	3.2%	891	0.0%	ETF
ORCL Oracle	$324,231	$10,445 â–²	3.3%	2,204	0.0%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$322,964		0.0%	5,040	0.0%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$313,633	$43,398 â–¼	-12.2%	13,507	0.0%	ETF
BAC Bank of America	$307,087	$16,868 â–¼	-5.2%	6,299	0.0%	Finance
MA Mastercard	$306,383	$5,498 â–²	1.8%	613	0.0%	Business Services
PG Procter & Gamble	$293,359	$12,277 â–¼	-4.0%	2,031	0.0%	Consumer Staples
DFUS Dimensional U.S. Equity ETF	$291,370		0.0%	4,109	0.0%	ETF
CVX Chevron	$275,867	$275,867 â–²	New Holding	1,333	0.0%	Energy
CAT Caterpillar	$273,177	$8,493 â–²	3.2%	386	0.0%	Industrials
PNC The PNC Financial Services Group	$267,426	$2,289 â–²	0.9%	1,285	0.0%	Finance
MRK Merck & Co., Inc.	$265,281	$2,045 â–²	0.8%	2,205	0.0%	Medical
IAU iShares Gold Trust	$263,863	$137,618 â–¼	-34.3%	2,993	0.0%	Finance
ROCKET LAB CORP	$261,376	$1,220 â–²	0.5%	4,070	0.0%	COM
TE CONNECTIVITY PLC	$257,095	$4,180 â–¼	-1.6%	1,230	0.0%	ORD SHS
AIRR First Trust RBA American Industrial Renaissance ETF	$252,579	$252,579 â–²	New Holding	2,280	0.0%	Manufacturing
VYM Vanguard High Dividend Yield ETF	$251,770		0.0%	1,700	0.0%	Financial Services
KO CocaCola	$248,583	$2,357 â–²	1.0%	3,269	0.0%	Consumer Staples

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