Meridian Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$728.6M
Q ending 2026-03-31
Prior quarter
$725.6M
Q ending 2025-12-31
Change
+0.4% QoQ · +16.3% YoY
Positions
118
reported holdings
Largest positions
Top 100 of 118 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | AGG | Shares | $93.6M | 943K |
| Dimensional Etf Trust | DFAC | Shares | $92.5M | 2.4M |
| Schwab Strategic Tr | SCHX | Shares | $89.8M | 3.5M |
| Dimensional Etf Trust | DFAU | Shares | $50.3M | 1.1M |
| Ishares Tr | EFG | Shares | $31.0M | 279K |
| Ishares Tr | IVW | Shares | $30.8M | 273K |
| Dimensional Etf Trust | DFAX | Shares | $29.0M | 852K |
| Ishares Tr | IXUS | Shares | $28.8M | 333K |
| Ishares Tr | MBB | Shares | $26.6M | 280K |
| Ishares Tr | VLUE | Shares | $26.5M | 186K |
| Schwab Strategic Tr | SCHB | Shares | $23.1M | 921K |
| Ishares Tr | QUAL | Shares | $21.8M | 113K |
| Ishares Inc | IEMG | Shares | $20.0M | 287K |
| Ishares Tr | MUB | Shares | $18.2M | 172K |
| Ishares Tr | EFV | Shares | $17.6M | 236K |
| Schwab Strategic Tr | SCHO | Shares | $13.2M | 543K |
| Apple Inc | AAPL | Shares | $9.5M | 37K |
| Ishares Tr | IWM | Shares | $9.4M | 38K |
| Ppg Inds Inc | PPG | Shares | $8.5M | 79K |
| Ishares Tr | SUB | Shares | $7.4M | 70K |
| Schwab Strategic Tr | SCHM | Shares | $7.2M | 233K |
| Dimensional Etf Trust | DFAS | Shares | $5.0M | 70K |
| Ishares Tr | IVV | Shares | $4.5M | 7K |
| Nvidia Corporation | NVDA | Shares | $3.7M | 21K |
| Microsoft Corp | MSFT | Shares | $2.7M | 7K |
| Vanguard Intl Equity Index F | VEU | Shares | $2.2M | 30K |
| Vanguard Index Fds | VOO | Shares | $2.1M | 4K |
| Vanguard Mun Bd Fds | VTEB | Shares | $2.1M | 41K |
| Vanguard Index Fds | VTI | Shares | $1.9M | 6K |
| Home Depot Inc | HD | Shares | $1.8M | 5K |
| Nvr Inc | NVR | Shares | $1.7M | 262 |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Vanguard Star Fds | VXUS | Shares | $1.6M | 20K |
| Vanguard Bd Index Fds | BND | Shares | $1.5M | 20K |
| Alphabet Inc | GOOGL | Shares | $1.4M | 5K |
| Ishares Tr | ITOT | Shares | $1.4M | 10K |
| Meridian Corp | MRBK | Shares | $1.3M | 67K |
| Broadcom Inc | AVGO | Shares | $1.2M | 4K |
| Texas Instrs Inc | TXN | Shares | $1.2M | 6K |
| Schwab Strategic Tr | SCHD | Shares | $1.1M | 36K |
| Alphabet Inc | GOOG | Shares | $1.1M | 4K |
| Spdr Gold Tr | GLD | Shares | $1.1M | 2K |
| Meta Platforms Inc | META | Shares | $1.0M | 2K |
| Ishares Tr | IUSB | Shares | $973K | 21K |
| Exxon Mobil Corp | XOM | Shares | $953K | 6K |
| Vanguard Index Fds | VB | Shares | $837K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $832K | 3K |
| Johnson & Johnson | JNJ | Shares | $809K | 3K |
| Tesla Inc | TSLA | Shares | $750K | 2K |
| Centessa Pharmaceuticals Plc | 260 | Shares | $719K | 18K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Community Financial System I | CBU | Shares | $639K | 11K |
| S&P Global Inc | SPGI | Shares | $619K | 1K |
| Advanced Micro Devices Inc | AMD | Shares | $614K | 3K |
| Abbvie Inc | ABBV | Shares | $608K | 3K |
| Walmart Inc | WMT | Shares | $581K | 5K |
| Vanguard Index Fds | VTV | Shares | $581K | 3K |
| Fulton Finl Corp Pa | FULT | Shares | $560K | 28K |
| Vanguard Specialized Funds | VIG | Shares | $559K | 3K |
| Mcdonalds Corp | MCD | Shares | $553K | 2K |
| Vanguard World Fd | VGT | Shares | $548K | 786 |
| Vanguard Index Fds | VO | Shares | $537K | 2K |
| Vanguard Index Fds | VXF | Shares | $537K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $531K | 920 |
| Eli Lilly & Co | LLY | Shares | $529K | 576 |
| Lockheed Martin Corp | LMT | Shares | $504K | 833 |
| Vanguard Scottsdale Fds | VGSH | Shares | $488K | 8K |
| Vanguard Scottsdale Fds | VMBS | Shares | $486K | 10K |
| Colgate Palmolive Co | CL | Shares | $478K | 6K |
| Ishares Inc | ESGE | Shares | $450K | 10K |
| Lowes Cos Inc | LOW | Shares | $441K | 2K |
| Rtx Corporation | RTX | Shares | $430K | 2K |
| Visa Inc | V | Shares | $409K | 1K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $407K | 626 |
| Ishares Tr | IWB | Shares | $396K | 1K |
| Vanguard Index Fds | VUG | Shares | $396K | 906 |
| Schwab Strategic Tr | SCHA | Shares | $385K | 13K |
| Cisco Sys Inc | CSCO | Shares | $372K | 5K |
| Costco Wholesale Corporation | COST | Shares | $372K | 373 |
| Philip Morris Intl Inc | PM | Shares | $359K | 2K |
| Boeing Co | BA | Shares | $356K | 2K |
| Netflix Inc. | NFLX | Shares | $332K | 3K |
| Ishares Tr | IWV | Shares | $330K | 891 |
| Oracle Corp | ORCL | Shares | $324K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $323K | 5K |
| Schwab Strategic Tr | SCHZ | Shares | $314K | 14K |
| Bank America Corp | BAC | Shares | $307K | 6K |
| Mastercard Incorporated | MA | Shares | $306K | 613 |
| Procter & Gamble Co | PG | Shares | $293K | 2K |
| Dimensional Etf Trust | DFUS | Shares | $291K | 4K |
| Chevron Corporation | CVX | Shares | $276K | 1K |
| Caterpillar Inc | CAT | Shares | $273K | 386 |
| Pnc Finl Svcs Group Inc | PNC | Shares | $267K | 1K |
| Merck & Co Inc | MRK | Shares | $265K | 2K |
| Ishares Gold Tr | IAU | Shares | $264K | 3K |
| Rocket Lab Corp | RKLB | Shares | $261K | 4K |
| Te Connectivity Plc | Shares | $257K | 1K | |
| First Tr Exchange Traded Fd | AIRR | Shares | $253K | 2K |
| Vanguard Whitehall Fds | VYM | Shares | $252K | 2K |
| Coca Cola Co | KO | Shares | $249K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.