Q3 2025 · 13F-HR
Meridian Wealth Partners, LLCholdings as filed
Filed 2025-11-13 · accession 0001951757-25-001412
$726.6M
Reported value
113
Positions
2025-09-30
Period end
The Brief · Meridian Wealth Partners, LLC · Q3 2025
AI · grounded in 13F
Meridian Wealth Partners, LLC established a new position in DFAC valued at $102.2M. The fund also initiated new stakes in SCHX for $89.9M and AGG for $86.1M. Additional new positions include DFAU at $50.9M and IVW at $31.2M. Total assets under management stand at $726.6M across 113 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $102.2M | 14.1% | 2,650,924 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $89.9M | 12.4% | 3,414,766 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $86.1M | 11.9% | 859,168 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $50.9M | 7.00% | 1,111,458 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $31.2M | 4.29% | 258,036 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $29.9M | 4.12% | 262,856 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $29.7M | 4.08% | 945,802 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $24.7M | 3.40% | 259,900 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $24.4M | 3.35% | 295,180 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $23.1M | 3.18% | 897,719 | Common | NONE |
| 46432F388 | VLUE | ISHARES TR | $22.8M | 3.13% | 182,117 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $22.0M | 3.03% | 113,099 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $21.3M | 2.93% | 200,095 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $18.8M | 2.58% | 284,727 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $15.9M | 2.19% | 234,655 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $12.2M | 1.67% | 498,390 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $9.8M | 1.35% | 38,455 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $9.7M | 1.34% | 40,089 | Common | NONE |
| 693506107 | PPG | PPG INDS INC | $8.7M | 1.19% | 82,403 | Common | NONE |
| 464288158 | SUB | ISHARES TR | $8.0M | 1.11% | 75,349 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $7.9M | 1.08% | 265,513 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $4.8M | 0.67% | 7,239 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $4.7M | 0.64% | 93,006 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $4.5M | 0.63% | 13,855 | Common | NONE |
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $3.8M | 0.52% | 55,561 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $3.7M | 0.51% | 7,095 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.7M | 0.50% | 19,656 | Common | SHARED |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $2.3M | 0.32% | 32,677 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $2.2M | 0.31% | 5,519 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $2.2M | 0.30% | 3,518 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.8M | 0.25% | 2,516 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $1.8M | 0.24% | 7,201 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $1.7M | 0.24% | 7,818 | Common | SHARED |
| 921937835 | BND | VANGUARD BD INDEX FDS | $1.5M | 0.20% | 19,980 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $1.5M | 0.20% | 19,762 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $1.4M | 0.20% | 9,918 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $1.3M | 0.19% | 49,338 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.2M | 0.17% | 3,663 | Common | SHARED |
| 46434V613 | IUSB | ISHARES TR | $1.2M | 0.16% | 25,610 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.1M | 0.16% | 6,245 | Common | NONE |
| 58958P104 | MRBK | MERIDIAN CORPORATION | $1.1M | 0.16% | 72,230 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $936,498 | 0.13% | 2,969 | Common | SHARED |
| 02079K107 | GOOG | ALPHABET INC | $917,454 | 0.13% | 3,767 | Common | SHARED |
| 78463V107 | GLD | SPDR GOLD TR | $907,160 | 0.12% | 2,552 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $904,116 | 0.12% | 2,033 | Common | SHARED |
| 922908751 | VB | VANGUARD INDEX FDS | $902,883 | 0.12% | 3,551 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $863,121 | 0.12% | 1,773 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $754,200 | 0.10% | 1 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $691,366 | 0.10% | 6,132 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $640,967 | 0.09% | 3,437 | Common | NONE |
| 203607106 | CBU | COMMUNITY FINANCIAL SYSTEM I | $640,771 | 0.09% | 10,927 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $628,010 | 0.09% | 2,233 | Common | SHARED |
| 00287Y109 | ABBV | ABBVIE INC | $613,659 | 0.08% | 2,650 | Common | SHARED |
| 922908652 | VXF | VANGUARD INDEX FDS | $545,959 | 0.08% | 2,608 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $543,356 | 0.07% | 1,788 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $517,864 | 0.07% | 1,763 | Common | NONE |
| 360271100 | FULT | FULTON FINL CORP PA | $512,699 | 0.07% | 27,520 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $495,423 | 0.07% | 11,410 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $483,923 | 0.07% | 10,305 | Common | NONE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $481,511 | 0.07% | 8,182 | Common | NONE |
| 931142103 | WMT | WALMART INC | $478,921 | 0.07% | 4,647 | Common | SHARED |
| 92826C839 | V | VISA INC | $478,843 | 0.07% | 1,403 | Common | SHARED |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $477,213 | 0.07% | 17,104 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $463,044 | 0.06% | 2,862 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $460,955 | 0.06% | 2,486 | Common | SHARED |
| 548661107 | LOW | LOWES COS INC | $450,014 | 0.06% | 1,791 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $447,549 | 0.06% | 2,074 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $439,234 | 0.06% | 576 | Common | SHARED |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $438,950 | 0.06% | 18,101 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $411,985 | 0.06% | 859 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $406,122 | 0.06% | 1,111 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $403,834 | 0.06% | 606 | Common | NONE |
| 922020714 | VGVT | VANGUARD MALVERN FDS | $392,651 | 0.05% | 5,141 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $387,199 | 0.05% | 2,520 | Common | SHARED |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $386,810 | 0.05% | 16,481 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $380,034 | 0.05% | 317 | Common | SHARED |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $359,593 | 0.05% | 632 | Common | SHARED |
| 92204A702 | VGT | VANGUARD WORLD FD | $348,528 | 0.05% | 467 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $347,477 | 0.05% | 5,799 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $339,714 | 0.05% | 367 | Common | SHARED |
| 75513E101 | RTX | RTX CORPORATION | $335,776 | 0.05% | 2,007 | Common | SHARED |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $334,961 | 0.05% | 13,329 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $328,484 | 0.05% | 4,514 | Common | NONE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $325,691 | 0.04% | 4,496 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $325,581 | 0.04% | 6,311 | Common | SHARED |
| 718172109 | PM | PHILIP MORRIS INTL INC | $305,802 | 0.04% | 1,885 | Common | SHARED |
| 46090E103 | QQQ | INVESCO QQQ TR | $298,755 | 0.04% | 498 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $294,446 | 0.04% | 2,198 | Common | SHARED |
| 097023105 | BA | BOEING CO | $293,026 | 0.04% | 1,358 | Common | NONE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $287,715 | 0.04% | 5,404 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $281,997 | 0.04% | 817 | Common | SHARED |
| G87052109 | TEL | TE CONNECTIVITY PLC | $277,048 | 0.04% | 1,262 | Common | SHARED |
| 03831W108 | APP | APPLOVIN CORP | $268,735 | 0.04% | 374 | Common | SHARED |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $261,506 | 0.04% | 891 | Common | SHARED |
| 693475105 | PNC | PNC FINL SVCS GROUP INC | $257,019 | 0.04% | 1,279 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $255,754 | 0.04% | 1,402 | Common | SHARED |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $254,485 | 0.04% | 903 | Common | NONE |
| 464287689 | IWV | ISHARES TR | $246,474 | 0.03% | 650 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $240,285 | 0.03% | 2,098 | Common | NONE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $228,175 | 0.03% | 3,801 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $227,706 | 0.03% | 7,247 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $226,710 | 0.03% | 1,832 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $225,520 | 0.03% | 1,600 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $223,757 | 0.03% | 3,270 | Common | SHARED |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $222,448 | 0.03% | 279 | Common | SHARED |
| 369604301 | GE | GE AEROSPACE | $221,331 | 0.03% | 736 | Common | SHARED |
| 58933Y105 | MRK | MERCK & CO INC | $217,995 | 0.03% | 2,597 | Common | SHARED |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $213,600 | 0.03% | 2,559 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $213,211 | 0.03% | 2,544 | Common | SHARED |
| 191216100 | KO | COCA COLA CO | $209,749 | 0.03% | 3,163 | Common | SHARED |
| G54950103 | LIN | LINDE PLC | $208,684 | 0.03% | 439 | Common | SHARED |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $205,649 | 0.03% | 424 | Common | SHARED |
| 94106L109 | WM | WASTE MGMT INC DEL | $200,146 | 0.03% | 906 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.