Q1 2026 · 13F-HR
Meridian Wealth Partners, LLCholdings as filed
Filed 2026-05-14 · accession 0001951757-26-000860
$728.6M
Reported value
118
Positions
2026-03-31
Period end
The Brief · Meridian Wealth Partners, LLC · Q1 2026
AI · grounded in 13F
Meridian Wealth Partners, LLC established a new position in NVR valued at $1.73M. The fund also increased its holdings in MBB and AGG by 4.5% and 4.2% respectively. Conversely, the firm trimmed its position in DFAC by 4.3%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287226 | AGG | ISHARES TR | $93.6M | 12.9% | 943,173 | Common | NONE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $92.5M | 12.7% | 2,380,620 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $89.8M | 12.3% | 3,500,440 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $50.3M | 6.91% | 1,115,216 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $31.0M | 4.26% | 278,706 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $30.8M | 4.23% | 272,542 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $29.0M | 3.97% | 852,469 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $28.8M | 3.96% | 332,809 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $26.6M | 3.65% | 280,334 | Common | NONE |
| 46432F388 | VLUE | ISHARES TR | $26.5M | 3.63% | 186,234 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $23.1M | 3.17% | 921,285 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $21.8M | 2.99% | 113,406 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $20.0M | 2.75% | 286,940 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $18.2M | 2.50% | 171,618 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $17.6M | 2.41% | 236,180 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $13.2M | 1.81% | 542,653 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $9.5M | 1.31% | 37,491 | Common | SHARED |
| 464287655 | IWM | ISHARES TR | $9.4M | 1.29% | 38,016 | Common | NONE |
| 693506107 | PPG | PPG INDS INC | $8.5M | 1.16% | 79,104 | Common | NONE |
| 464288158 | SUB | ISHARES TR | $7.4M | 1.02% | 69,709 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $7.2M | 0.99% | 233,042 | Common | NONE |
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $5.0M | 0.68% | 69,990 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $4.5M | 0.61% | 6,850 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.7M | 0.51% | 21,097 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $2.7M | 0.37% | 7,193 | Common | SHARED |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $2.2M | 0.31% | 29,606 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $2.1M | 0.29% | 3,566 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $2.1M | 0.28% | 41,165 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $1.9M | 0.26% | 5,898 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $1.8M | 0.25% | 5,430 | Common | NONE |
| 62944T105 | NVR | NVR INC | $1.7M | 0.24% | 262 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.7M | 0.24% | 8,284 | Common | SHARED |
| 921909768 | VXUS | VANGUARD STAR FDS | $1.6M | 0.21% | 20,191 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $1.5M | 0.20% | 19,881 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.4M | 0.20% | 5,012 | Common | SHARED |
| 464287150 | ITOT | ISHARES TR | $1.4M | 0.19% | 9,531 | Common | NONE |
| 58958P104 | MRBK | MERIDIAN CORP | $1.3M | 0.17% | 66,839 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.2M | 0.16% | 3,797 | Common | SHARED |
| 882508104 | TXN | TEXAS INSTRS INC | $1.2M | 0.16% | 6,011 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $1.1M | 0.15% | 35,966 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.1M | 0.15% | 3,708 | Common | SHARED |
| 78463V107 | GLD | SPDR GOLD TR | $1.1M | 0.14% | 2,442 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.0M | 0.14% | 1,786 | Common | SHARED |
| 46434V613 | IUSB | ISHARES TR | $972,623 | 0.13% | 21,057 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $952,739 | 0.13% | 5,616 | Common | SHARED |
| 922908751 | VB | VANGUARD INDEX FDS | $837,360 | 0.11% | 3,197 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $831,886 | 0.11% | 2,828 | Common | SHARED |
| 478160104 | JNJ | JOHNSON & JOHNSON | $809,342 | 0.11% | 3,311 | Common | SHARED |
| 88160R101 | TSLA | TESLA INC | $750,192 | 0.10% | 2,018 | Common | SHARED |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $718,972 | 0.10% | 18,101 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $718,140 | 0.10% | 1 | Common | NONE |
| 203607106 | CBU | COMMUNITY FINANCIAL SYSTEM I | $638,710 | 0.09% | 10,890 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $618,606 | 0.08% | 1,454 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $613,749 | 0.08% | 3,017 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $607,741 | 0.08% | 2,794 | Common | SHARED |
| 931142103 | WMT | WALMART INC | $581,010 | 0.08% | 4,675 | Common | SHARED |
| 922908744 | VTV | VANGUARD INDEX FDS | $580,556 | 0.08% | 2,959 | Common | NONE |
| 360271100 | FULT | FULTON FINL CORP PA | $559,758 | 0.08% | 27,520 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $558,696 | 0.08% | 2,598 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $553,207 | 0.08% | 1,780 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $548,377 | 0.08% | 786 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $537,314 | 0.07% | 1,871 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $536,727 | 0.07% | 2,608 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $530,841 | 0.07% | 920 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $529,482 | 0.07% | 576 | Common | SHARED |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $503,686 | 0.07% | 833 | Common | NONE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $488,458 | 0.07% | 8,344 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $486,121 | 0.07% | 10,354 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $478,113 | 0.07% | 5,610 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $449,744 | 0.06% | 9,891 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $441,293 | 0.06% | 1,868 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $429,910 | 0.06% | 2,229 | Common | SHARED |
| 92826C839 | V | VISA INC | $409,133 | 0.06% | 1,354 | Common | SHARED |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $407,349 | 0.06% | 626 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $396,210 | 0.05% | 1,111 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $395,732 | 0.05% | 906 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $385,330 | 0.05% | 13,251 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $372,381 | 0.05% | 4,799 | Common | SHARED |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $371,682 | 0.05% | 373 | Common | SHARED |
| 718172109 | PM | PHILIP MORRIS INTL INC | $358,513 | 0.05% | 2,168 | Common | SHARED |
| 097023105 | BA | BOEING CO | $356,397 | 0.05% | 1,791 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC. | $331,891 | 0.05% | 3,452 | Common | SHARED |
| 464287689 | IWV | ISHARES TR | $330,436 | 0.05% | 891 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $324,231 | 0.04% | 2,204 | Common | SHARED |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $322,964 | 0.04% | 5,040 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $313,633 | 0.04% | 13,507 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $307,087 | 0.04% | 6,299 | Common | SHARED |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $306,383 | 0.04% | 613 | Common | SHARED |
| 742718109 | PG | PROCTER & GAMBLE CO | $293,359 | 0.04% | 2,031 | Common | SHARED |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $291,370 | 0.04% | 4,109 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $275,867 | 0.04% | 1,333 | Common | SHARED |
| 149123101 | CAT | CATERPILLAR INC | $273,177 | 0.04% | 386 | Common | SHARED |
| 693475105 | PNC | PNC FINL SVCS GROUP INC | $267,426 | 0.04% | 1,285 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $265,281 | 0.04% | 2,205 | Common | SHARED |
| 464285204 | IAU | ISHARES GOLD TR | $263,863 | 0.04% | 2,993 | Common | NONE |
| 773121108 | RKLB | ROCKET LAB CORP | $261,376 | 0.04% | 4,070 | Common | NONE |
| G87052109 | TEL | TE CONNECTIVITY PLC | $257,095 | 0.04% | 1,230 | Common | SHARED |
| 33738R704 | AIRR | FIRST TR EXCHANGE TRADED FD | $252,579 | 0.03% | 2,280 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $251,770 | 0.03% | 1,700 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $248,583 | 0.03% | 3,269 | Common | SHARED |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $247,084 | 0.03% | 1,887 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $246,660 | 0.03% | 722 | Common | SHARED |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $239,868 | 0.03% | 1,805 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $237,160 | 0.03% | 280 | Common | SHARED |
| 595112103 | MU | MICRON TECHNOLOGY INC | $236,715 | 0.03% | 701 | Common | SHARED |
| 20030N101 | CMCSA | COMCAST CORP NEW | $221,446 | 0.03% | 7,713 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $221,275 | 0.03% | 446 | Common | SHARED |
| 92538J106 | VERX | VERTEX INC | $219,408 | 0.03% | 18,453 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $218,783 | 0.03% | 1,655 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $218,251 | 0.03% | 1,492 | Common | SHARED |
| 46432F842 | IEFA | ISHARES TR | $213,832 | 0.03% | 2,362 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $210,565 | 0.03% | 916 | Common | SHARED |
| 375558103 | GILD | GILEAD SCIENCES INC | $209,892 | 0.03% | 1,506 | Common | SHARED |
| 65339F101 | NEE | NEXTERA ENERGY INC | $208,916 | 0.03% | 2,249 | Common | SHARED |
| 74386T105 | PFS | PROVIDENT FINL SVCS INC | $206,903 | 0.03% | 9,778 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $205,461 | 0.03% | 418 | Common | SHARED |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GROUP | $203,290 | 0.03% | 2,511 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $200,854 | 0.03% | 708 | 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.