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	$97.62	0.07%	2.12%	-1.50%	$93.6M	12.85%	—	HELD
2	DFAC	DIMENSIONAL ETF TRUST	$44.33	1.35%	23.18%	68.21%	$92.5M	12.70%	—	HELD
3	SCHX	SCHWAB STRATEGIC TR	$29.25	1.53%	19.85%	71.32%	$89.8M	12.32%	—	HELD
4	DFAU	DIMENSIONAL ETF TRUST	$51.50	1.64%	20.90%	71.75%	$50.3M	6.91%	—	HELD
5	EFG	ISHARES TR	$122.36	3.21%	16.75%	19.33%	$31.0M	4.26%	—	HELD
6	IVW	ISHARES TR	$133.33	3.13%	19.82%	75.31%	$30.8M	4.23%	—	HELD
7	DFAX	DIMENSIONAL ETF TRUST	$36.59	2.93%	27.53%	59.60%	$29.0M	3.97%	—	HELD
8	IXUS	ISHARES TR	$94.68	2.91%	24.35%	45.87%	$28.8M	3.96%	—	HELD
9	MBB	ISHARES TR	$93.29	0.06%	3.49%	0.83%	$26.6M	3.65%	—	HELD
10	VLUE	ISHARES TR	$193.33	2.74%	75.27%	108.34%	$26.5M	3.63%	—	HELD
11	SCHB	SCHWAB STRATEGIC TR	$28.68	1.63%	20.17%	67.61%	$23.1M	3.17%	—	HELD
12	QUAL	ISHARES TR	$218.92	1.36%	19.58%	62.20%	$21.8M	2.99%	—	HELD
13	IEMG	ISHARES INC	$77.05	3.91%	26.95%	33.80%	$20.0M	2.75%	—	HELD
14	MUB	ISHARES TR	$105.76	-0.01%	4.60%	3.08%	$18.2M	2.50%	—	HELD
15	EFV	ISHARES TR	$81.31	2.43%	31.74%	91.22%	$17.6M	2.41%	—	HELD
16	SCHO	SCHWAB STRATEGIC TR	$24.11	0.08%	2.67%	9.78%	$13.2M	1.81%	—	HELD
17	AAPL	APPLE INC	$333.43	-1.41%	65.41%	124.96%	$9.5M	1.31%	—	HELD
18	IWM	ISHARES TR	$292.59	1.39%	37.55%	37.83%	$9.4M	1.29%	—	HELD
19	PPG	PPG INDS INC	$112.03	0.18%	9.93%	-22.53%	$8.5M	1.16%	—	HELD
20	SUB	ISHARES TR	$106.14	0.10%	1.74%	7.16%	$7.4M	1.02%	—	HELD
21	SCHM	SCHWAB STRATEGIC TR	$34.79	1.90%	24.62%	39.94%	$7.2M	0.99%	—	HELD
22	DFAS	DIMENSIONAL ETF TRUST	$81.17	0.77%	28.66%	47.37%	$5.0M	0.68%	—	HELD
23	IVV	ISHARES TR	$745.20	1.65%	20.00%	75.17%	$4.5M	0.61%	—	HELD
24	NVDA	NVIDIA CORPORATION	$195.04	2.65%	9.52%	751.61%	$3.7M	0.51%	—	HELD
25	MSFT	MICROSOFT CORP	$451.10	15.51%	-13.24%	55.41%	$2.7M	0.37%	—	HELD
26	VEU	VANGUARD INTL EQUITY INDEX F	$83.03	2.98%	28.29%	52.44%	$2.2M	0.31%	—	HELD
27	VOO	VANGUARD INDEX FDS	$681.79	1.66%	20.72%	76.33%	$2.1M	0.29%	—	HELD
28	VTEB	VANGUARD MUN BD FDS	$49.65	-0.10%	4.99%	3.28%	$2.1M	0.28%	—	HELD
29	VTI	VANGUARD INDEX FDS	$366.27	1.62%	19.26%	65.80%	$1.9M	0.26%	—	HELD
30	HD	HOME DEPOT INC	$333.35	-1.45%	-8.42%	15.74%	$1.8M	0.25%	—	HELD
31	NVR	NVR INC	$6288.68	-1.46%	—	—	$1.7M	0.24%	—	HELD
32	AMZN	AMAZON COM INC	$235.50	3.90%	—	—	$1.7M	0.24%	—	HELD
33	VXUS	VANGUARD STAR FDS	$84.77	2.89%	—	—	$1.6M	0.21%	—	HELD
34	BND	VANGUARD BD INDEX FDS	$72.42	0.06%	—	—	$1.5M	0.20%	—	HELD
35	GOOGL	ALPHABET INC	$333.66	-0.91%	—	—	$1.4M	0.20%	—	HELD
36	ITOT	ISHARES TR	$162.65	1.64%	—	—	$1.4M	0.19%	—	HELD
37	MRBK	MERIDIAN CORP	$20.04	-1.52%	—	—	$1.3M	0.17%	—	HELD
38	AVGO	BROADCOM INC	$387.84	4.73%	—	—	$1.2M	0.16%	—	HELD
39	TXN	TEXAS INSTRS INC	$278.76	2.75%	—	—	$1.2M	0.16%	—	HELD
40	SCHD	SCHWAB STRATEGIC TR	$33.41	-1.24%	—	—	$1.1M	0.15%	—	HELD
41	GOOG	ALPHABET INC	$333.68	-0.62%	—	—	$1.1M	0.15%	—	HELD
42	GLD	SPDR GOLD TR	$377.16	1.64%	—	—	$1.1M	0.14%	—	HELD
43	META	META PLATFORMS INC	$539.03	-7.95%	—	—	$1.0M	0.14%	—	HELD
44	IUSB	ISHARES TR	$45.55	0.09%	—	—	$973K	0.13%	—	HELD
45	XOM	EXXON MOBIL CORP	$156.97	0.14%	—	—	$953K	0.13%	—	HELD
46	VB	VANGUARD INDEX FDS	$295.80	0.96%	—	—	$837K	0.11%	—	HELD
47	JPM	JPMORGAN CHASE & CO	$350.85	1.78%	—	—	$832K	0.11%	—	HELD
48	JNJ	JOHNSON & JOHNSON	$255.82	-3.66%	—	—	$809K	0.11%	—	HELD
49	TSLA	TESLA INC	$308.85	3.53%	—	—	$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	$65.08	1.01%	—	—	$639K	0.09%	—	HELD
53	SPGI	S&P GLOBAL INC	$415.00	-1.11%	—	—	$619K	0.08%	—	HELD
54	AMD	ADVANCED MICRO DEVICES INC	$485.39	13.00%	—	—	$614K	0.08%	—	HELD
55	ABBV	ABBVIE INC	$257.41	-2.24%	—	—	$608K	0.08%	—	HELD
56	WMT	WALMART INC	$111.10	-2.73%	—	—	$581K	0.08%	—	HELD
57	VTV	VANGUARD INDEX FDS	$220.54	0.34%	—	—	$581K	0.08%	—	HELD
58	FULT	FULTON FINL CORP PA	$24.34	-0.49%	—	—	$560K	0.08%	—	HELD
59	VIG	VANGUARD SPECIALIZED FUNDS	$240.06	0.63%	—	—	$559K	0.08%	—	HELD
60	MCD	MCDONALDS CORP	$268.44	-1.13%	—	—	$553K	0.08%	—	HELD
61	VGT	VANGUARD WORLD FD	$113.58	4.97%	—	—	$548K	0.08%	—	HELD
62	VO	VANGUARD INDEX FDS	$80.99	0.46%	—	—	$537K	0.07%	—	HELD
63	VXF	VANGUARD INDEX FDS	$236.87	1.40%	—	—	$537K	0.07%	—	HELD
64	QQQ	INVESCO QQQ TR	—	—	—	—	$531K	0.07%	—	HELD
65	LLY	ELI LILLY & CO	$1154.97	-4.55%	—	—	$529K	0.07%	—	HELD
66	LMT	LOCKHEED MARTIN CORP	$574.11	0.86%	—	—	$504K	0.07%	—	HELD
67	VGSH	VANGUARD SCOTTSDALE FDS	$58.13	0.02%	—	—	$488K	0.07%	—	HELD
68	VMBS	VANGUARD SCOTTSDALE FDS	$46.25	0.13%	—	—	$486K	0.07%	—	HELD
69	CL	COLGATE PALMOLIVE CO	$91.60	-2.02%	—	—	$478K	0.07%	—	HELD
70	ESGE	ISHARES INC	$51.05	4.08%	—	—	$450K	0.06%	—	HELD
71	LOW	LOWES COS INC	$210.08	-2.60%	—	—	$441K	0.06%	—	HELD
72	RTX	RTX CORPORATION	$214.38	-0.40%	—	—	$430K	0.06%	—	HELD
73	V	VISA INC	$366.27	-0.67%	—	—	$409K	0.06%	—	HELD
74	SPY	STATE STR SPDR S&P 500 ETF T	$741.69	1.68%	—	—	$407K	0.06%	—	HELD
75	IWB	ISHARES TR	$405.80	1.64%	—	—	$396K	0.05%	—	HELD
76	VUG	VANGUARD INDEX FDS	$84.27	2.68%	—	—	$396K	0.05%	—	HELD
77	SCHA	SCHWAB STRATEGIC TR	$33.69	2.53%	—	—	$385K	0.05%	—	HELD
78	CSCO	CISCO SYS INC	$113.56	0.96%	—	—	$372K	0.05%	—	HELD
79	COST	COSTCO WHOLESALE CORPORATION	$954.17	-2.04%	—	—	$372K	0.05%	—	HELD
80	PM	PHILIP MORRIS INTL INC	$192.00	-3.25%	—	—	$359K	0.05%	—	HELD
81	BA	BOEING CO	$220.90	3.22%	—	—	$356K	0.05%	—	HELD
82	NFLX	NETFLIX INC.	$73.17	-0.62%	—	—	$332K	0.05%	—	HELD
83	IWV	ISHARES TR	$422.43	1.59%	—	—	$330K	0.05%	—	HELD
84	ORCL	ORACLE CORP	$127.56	8.34%	—	—	$324K	0.04%	—	HELD
85	VEA	VANGUARD TAX-MANAGED FDS	$71.09	3.10%	—	—	$323K	0.04%	—	HELD
86	SCHZ	SCHWAB STRATEGIC TR	$22.83	0.04%	—	—	$314K	0.04%	—	HELD
87	BAC	BANK AMERICA CORP	$61.73	1.08%	—	—	$307K	0.04%	—	HELD
88	MA	MASTERCARD INCORPORATED	$577.35	2.49%	—	—	$306K	0.04%	—	HELD
89	PG	PROCTER & GAMBLE CO	$143.96	-1.46%	—	—	$293K	0.04%	—	HELD
90	DFUS	DIMENSIONAL ETF TRUST	$81.03	1.77%	—	—	$291K	0.04%	—	HELD
91	CVX	CHEVRON CORPORATION	$192.31	0.23%	—	—	$276K	0.04%	—	HELD
92	CAT	CATERPILLAR INC	$809.14	3.38%	—	—	$273K	0.04%	—	HELD
93	PNC	PNC FINL SVCS GROUP INC	$248.71	0.09%	—	—	$267K	0.04%	—	HELD
94	MRK	MERCK & CO INC	$129.79	-0.44%	—	—	$265K	0.04%	—	HELD
95	IAU	ISHARES GOLD TR	$77.30	1.66%	—	—	$264K	0.04%	—	HELD
96	RKLB	ROCKET LAB CORP	$64.68	10.38%	—	—	$261K	0.04%	—	HELD
97	TEL	TE CONNECTIVITY PLC	$206.58	-0.18%	—	—	$257K	0.04%	—	HELD
98	AIRR	FIRST TR EXCHANGE TRADED FD	$115.22	4.40%	—	—	$253K	0.03%	—	HELD
99	VYM	VANGUARD WHITEHALL FDS	$161.96	0.18%	—	—	$252K	0.03%	—	HELD
100	KO	COCA COLA CO	$88.49	-0.66%	—	—	$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.