Meridian Wealth Partners, LLC

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Institutional

CIK 0001781942

$728.6M

Reported AUM

118

Positions

Q1 2026

Period

2026-05-14

Filed

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%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	AGG	ISHARES TR	$97.55	-0.38%	2.27%	-1.35%	$93.6M	12.85%	—	HELD
2	DFAC	DIMENSIONAL ETF TRUST	$43.74	-1.42%	24.06%	69.41%	$92.5M	12.70%	—	HELD
3	SCHX	SCHWAB STRATEGIC TR	$28.81	-1.47%	19.71%	71.11%	$89.8M	12.32%	—	HELD
4	DFAU	DIMENSIONAL ETF TRUST	$50.67	-1.50%	21.76%	72.96%	$50.3M	6.91%	—	HELD
5	EFG	ISHARES TR	$118.55	-0.65%	13.32%	15.83%	$31.0M	4.26%	—	HELD
6	IVW	ISHARES TR	$129.28	-1.93%	16.18%	69.99%	$30.8M	4.23%	—	HELD
7	DFAX	DIMENSIONAL ETF TRUST	$35.55	-1.20%	24.65%	56.01%	$29.0M	3.97%	—	HELD
8	IXUS	ISHARES TR	$92.00	-1.11%	25.74%	47.51%	$28.8M	3.96%	—	HELD
9	MBB	ISHARES TR	$93.23	-0.47%	3.42%	0.76%	$26.6M	3.65%	—	HELD
10	VLUE	ISHARES TR	$188.17	-2.81%	75.13%	108.17%	$26.5M	3.63%	—	HELD
11	SCHB	SCHWAB STRATEGIC TR	$28.22	-1.54%	19.77%	67.04%	$23.1M	3.17%	—	HELD
12	QUAL	ISHARES TR	$215.98	-1.14%	20.95%	64.06%	$21.8M	2.99%	—	HELD
13	IEMG	ISHARES INC	$74.15	-2.18%	29.78%	36.78%	$20.0M	2.75%	—	HELD
14	MUB	ISHARES TR	$105.77	-0.22%	4.61%	3.09%	$18.2M	2.50%	—	HELD
15	EFV	ISHARES TR	$79.38	-0.40%	32.27%	91.99%	$17.6M	2.41%	—	HELD
16	SCHO	SCHWAB STRATEGIC TR	$24.09	0.04%	2.58%	9.69%	$13.2M	1.81%	—	HELD
17	AAPL	APPLE INC	$338.19	-0.56%	67.77%	128.17%	$9.5M	1.31%	—	HELD
18	IWM	ISHARES TR	$288.57	-1.64%	35.66%	35.93%	$9.4M	1.29%	—	HELD
19	PPG	PPG INDS INC	$111.83	-6.03%	9.93%	-22.53%	$8.5M	1.16%	—	HELD
20	SUB	ISHARES TR	$106.03	-0.01%	1.75%	7.17%	$7.4M	1.02%	—	HELD
21	SCHM	SCHWAB STRATEGIC TR	$34.14	-1.95%	25.45%	40.87%	$7.2M	0.99%	—	HELD
22	DFAS	DIMENSIONAL ETF TRUST	$80.55	-1.35%	28.48%	47.18%	$5.0M	0.68%	—	HELD
23	IVV	ISHARES TR	$733.12	-1.49%	20.42%	75.78%	$4.5M	0.61%	—	HELD
24	NVDA	NVIDIA CORPORATION	$190.01	-3.55%	13.56%	782.99%	$3.7M	0.51%	—	HELD
25	MSFT	MICROSOFT CORP	$390.54	-0.71%	-24.89%	34.54%	$2.7M	0.37%	—	HELD
26	VEU	VANGUARD INTL EQUITY INDEX F	$80.63	-1.13%	24.78%	48.26%	$2.2M	0.31%	—	HELD
27	VOO	VANGUARD INDEX FDS	$670.63	-1.52%	18.74%	73.44%	$2.1M	0.29%	—	HELD
28	VTEB	VANGUARD MUN BD FDS	$49.70	-0.14%	5.14%	3.42%	$2.1M	0.28%	—	HELD
29	VTI	VANGUARD INDEX FDS	$360.42	-1.52%	21.10%	68.36%	$1.9M	0.26%	—	HELD
30	HD	HOME DEPOT INC	$338.27	-1.80%	-7.06%	17.45%	$1.8M	0.25%	—	HELD
31	NVR	NVR INC	$6381.79	-1.38%	—	—	$1.7M	0.24%	—	HELD
32	AMZN	AMAZON COM INC	$226.65	-1.82%	—	—	$1.7M	0.24%	—	HELD
33	VXUS	VANGUARD STAR FDS	$82.39	-1.03%	—	—	$1.6M	0.21%	—	HELD
34	BND	VANGUARD BD INDEX FDS	$72.38	-0.36%	—	—	$1.5M	0.20%	—	HELD
35	GOOGL	ALPHABET INC	$336.71	0.90%	—	—	$1.4M	0.20%	—	HELD
36	ITOT	ISHARES TR	$160.03	-1.53%	—	—	$1.4M	0.19%	—	HELD
37	MRBK	MERIDIAN CORP	$20.35	0.20%	—	—	$1.3M	0.17%	—	HELD
38	AVGO	BROADCOM INC	$370.32	-2.78%	—	—	$1.2M	0.16%	—	HELD
39	TXN	TEXAS INSTRS INC	$271.30	-2.08%	—	—	$1.2M	0.16%	—	HELD
40	SCHD	SCHWAB STRATEGIC TR	$33.83	-0.18%	—	—	$1.1M	0.15%	—	HELD
41	GOOG	ALPHABET INC	$335.76	0.95%	—	—	$1.1M	0.15%	—	HELD
42	GLD	SPDR GOLD TR	$371.08	0.46%	—	—	$1.1M	0.14%	—	HELD
43	META	META PLATFORMS INC	$585.61	-1.31%	—	—	$1.0M	0.14%	—	HELD
44	IUSB	ISHARES TR	$45.51	-0.31%	—	—	$973K	0.13%	—	HELD
45	XOM	EXXON MOBIL CORP	$156.75	2.42%	—	—	$953K	0.13%	—	HELD
46	VB	VANGUARD INDEX FDS	$293.00	-1.66%	—	—	$837K	0.11%	—	HELD
47	JPM	JPMORGAN CHASE & CO	$344.71	-3.53%	—	—	$832K	0.11%	—	HELD
48	JNJ	JOHNSON & JOHNSON	$265.53	-0.45%	—	—	$809K	0.11%	—	HELD
49	TSLA	TESLA INC	$298.32	-2.97%	—	—	$750K	0.10%	—	HELD
50	CNTA	CENTESSA PHARMACEUTICALS PLC	—	—	—	—	$719K	0.10%	—	HELD
51	BRK/A	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$718K	0.10%	—	HELD
52	CBU	COMMUNITY FINANCIAL SYSTEM I	$64.43	-0.49%	—	—	$639K	0.09%	—	HELD
53	SPGI	S&P GLOBAL INC	$419.64	-1.11%	—	—	$619K	0.08%	—	HELD
54	AMD	ADVANCED MICRO DEVICES INC	$429.56	-5.51%	—	—	$614K	0.08%	—	HELD
55	ABBV	ABBVIE INC	$263.30	0.04%	—	—	$608K	0.08%	—	HELD
56	WMT	WALMART INC	$114.22	0.99%	—	—	$581K	0.08%	—	HELD
57	VTV	VANGUARD INDEX FDS	$219.80	-1.43%	—	—	$581K	0.08%	—	HELD
58	FULT	FULTON FINL CORP PA	$24.46	-0.89%	—	—	$560K	0.08%	—	HELD
59	VIG	VANGUARD SPECIALIZED FUNDS	$238.56	-1.32%	—	—	$559K	0.08%	—	HELD
60	MCD	MCDONALDS CORP	$271.52	-0.55%	—	—	$553K	0.08%	—	HELD
61	VGT	VANGUARD WORLD FD	$108.20	-2.41%	—	—	$548K	0.08%	—	HELD
62	VO	VANGUARD INDEX FDS	$80.62	-0.90%	—	—	$537K	0.07%	—	HELD
63	VXF	VANGUARD INDEX FDS	$233.61	-1.65%	—	—	$537K	0.07%	—	HELD
64	QQQ	INVESCO QQQ TR	$661.73	-2.04%	—	—	$531K	0.07%	—	HELD
65	LLY	ELI LILLY & CO	$1210.02	-0.87%	—	—	$529K	0.07%	—	HELD
66	LMT	LOCKHEED MARTIN CORP	$569.20	-2.08%	—	—	$504K	0.07%	—	HELD
67	VGSH	VANGUARD SCOTTSDALE FDS	$58.12	0.07%	—	—	$488K	0.07%	—	HELD
68	VMBS	VANGUARD SCOTTSDALE FDS	$46.19	-0.39%	—	—	$486K	0.07%	—	HELD
69	CL	COLGATE PALMOLIVE CO	$93.49	0.82%	—	—	$478K	0.07%	—	HELD
70	ESGE	ISHARES INC	$49.05	-2.19%	—	—	$450K	0.06%	—	HELD
71	LOW	LOWES COS INC	$215.68	-1.17%	—	—	$441K	0.06%	—	HELD
72	RTX	RTX CORPORATION	$215.25	-1.52%	—	—	$430K	0.06%	—	HELD
73	V	VISA INC	$368.73	0.58%	—	—	$409K	0.06%	—	HELD
74	SPY	STATE STR SPDR S&P 500 ETF T	$729.46	-1.54%	—	—	$407K	0.06%	—	HELD
75	IWB	ISHARES TR	$399.27	-1.56%	—	—	$396K	0.05%	—	HELD
76	VUG	VANGUARD INDEX FDS	$82.07	-1.51%	—	—	$396K	0.05%	—	HELD
77	SCHA	SCHWAB STRATEGIC TR	$32.86	-2.09%	—	—	$385K	0.05%	—	HELD
78	CSCO	CISCO SYS INC	$112.48	-2.68%	—	—	$372K	0.05%	—	HELD
79	COST	COSTCO WHOLESALE CORPORATION	$974.03	0.77%	—	—	$372K	0.05%	—	HELD
80	PM	PHILIP MORRIS INTL INC	$198.44	-0.86%	—	—	$359K	0.05%	—	HELD
81	BA	BOEING CO	$214.01	-3.41%	—	—	$356K	0.05%	—	HELD
82	NFLX	NETFLIX INC.	$73.63	1.71%	—	—	$332K	0.05%	—	HELD
83	IWV	ISHARES TR	$415.81	-1.46%	—	—	$330K	0.05%	—	HELD
84	ORCL	ORACLE CORP	$117.74	-1.85%	—	—	$324K	0.04%	—	HELD
85	VEA	VANGUARD TAX-MANAGED FDS	$68.95	-0.93%	—	—	$323K	0.04%	—	HELD
86	SCHZ	SCHWAB STRATEGIC TR	$22.82	-0.31%	—	—	$314K	0.04%	—	HELD
87	BAC	BANK AMERICA CORP	$61.07	-2.48%	—	—	$307K	0.04%	—	HELD
88	MA	MASTERCARD INCORPORATED	$563.32	0.10%	—	—	$306K	0.04%	—	HELD
89	PG	PROCTER & GAMBLE CO	$146.10	-1.87%	—	—	$293K	0.04%	—	HELD
90	DFUS	DIMENSIONAL ETF TRUST	$79.62	-1.66%	—	—	$291K	0.04%	—	HELD
91	CVX	CHEVRON CORPORATION	$191.86	2.28%	—	—	$276K	0.04%	—	HELD
92	CAT	CATERPILLAR INC	$782.71	-6.91%	—	—	$273K	0.04%	—	HELD
93	PNC	PNC FINL SVCS GROUP INC	$248.49	-1.24%	—	—	$267K	0.04%	—	HELD
94	MRK	MERCK & CO INC	$130.36	-1.11%	—	—	$265K	0.04%	—	HELD
95	IAU	ISHARES GOLD TR	$76.04	0.45%	—	—	$264K	0.04%	—	HELD
96	RKLB	ROCKET LAB CORP	$58.60	-8.28%	—	—	$261K	0.04%	—	HELD
97	TEL	TE CONNECTIVITY PLC	$206.95	-3.43%	—	—	$257K	0.04%	—	HELD
98	AIRR	FIRST TR EXCHANGE TRADED FD	$110.36	-4.88%	—	—	$253K	0.03%	—	HELD
99	VYM	VANGUARD WHITEHALL FDS	$161.67	-1.32%	—	—	$252K	0.03%	—	HELD
100	KO	COCA COLA CO	$89.08	0.92%	—	—	$249K	0.03%	—	HELD
101	DUK	DUKE ENERGY CORP NEW	—	—	—	—	$247K	0.03%	—	HELD
102	AMAT	APPLIED MATLS INC	—	—	—	—	$247K	0.03%	—	HELD
103	XLK	SELECT SECTOR SPDR TR	—	—	—	—	$240K	0.03%	—	HELD
104	GS	GOLDMAN SACHS GROUP INC	—	—	—	—	$237K	0.03%	—	HELD
105	MU	MICRON TECHNOLOGY INC	—	—	—	—	$237K	0.03%	—	HELD
106	CMCSA	COMCAST CORP NEW	—	—	—	—	$221K	0.03%	—	HELD
107	LIN	LINDE PLC	—	—	—	—	$221K	0.03%	—	HELD
108	VERX	VERTEX INC	—	—	—	—	$219K	0.03%	—	HELD
109	PLD	PROLOGIS INC.	—	—	—	—	$219K	0.03%	—	HELD
110	PLTR	PALANTIR TECHNOLOGIES INC	—	—	—	—	$218K	0.03%	—	HELD
111	IEFA	ISHARES TR	—	—	—	—	$214K	0.03%	—	HELD
112	WM	WASTE MGMT INC DEL	—	—	—	—	$211K	0.03%	—	HELD
113	GILD	GILEAD SCIENCES INC	—	—	—	—	$210K	0.03%	—	HELD
114	NEE	NEXTERA ENERGY INC	—	—	—	—	$209K	0.03%	—	HELD
115	PFS	PROVIDENT FINL SVCS INC	—	—	—	—	$207K	0.03%	—	HELD
116	TMO	THERMO FISHER SCIENTIFIC INC	—	—	—	—	$205K	0.03%	—	HELD
117	PEG	PUBLIC SVC ENTERPRISE GROUP	—	—	—	—	$203K	0.03%	—	HELD
118	GE	GE AEROSPACE	—	—	—	—	$201K	0.03%	—	HELD

Source: SEC EDGAR · accession 0001951757-26-000860. 13F discloses long positions only — shorts, foreign equities, and options are excluded.