Institutional
Meridian Wealth Partners, LLC
CIK 0001781942
$728.6M
Reported AUM
118
Positions
Q1 2026
Period
2026-05-14
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $98.17 | -0.50% | 5.32% | -1.36% | $93.6M | 12.85% | +38,054 | +4.2% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $43.46 | -2.34% | 25.71% | 70.09% | $92.5M | 12.70% | −106,396 | −4.3% |
| 3 | SCHX | SCHWAB STRATEGIC TR | $29.05 | -2.65% | 23.85% | 74.97% | $89.8M | 12.32% | +94,697 | +2.8% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $50.85 | -2.62% | 24.95% | 75.45% | $50.3M | 6.91% | +37,088 | +3.4% |
| 5 | EFG | ISHARES TR | $119.90 | -3.38% | 10.57% | 18.62% | $31.0M | 4.26% | +10,456 | +3.9% |
| 6 | IVW | ISHARES TR | $134.60 | -3.81% | 28.06% | 84.10% | $30.8M | 4.23% | +13,059 | +5.0% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $36.30 | -3.82% | 28.82% | 57.51% | $29.0M | 3.97% | −32,421 | −3.7% |
| 8 | IXUS | ISHARES TR | $93.31 | -3.86% | 25.80% | 48.29% | $28.8M | 3.96% | +10,601 | +3.3% |
| 9 | MBB | ISHARES TR | $93.74 | -0.50% | 6.97% | 1.02% | $26.6M | 3.65% | +12,074 | +4.5% |
| 10 | VLUE | ISHARES TR | $191.92 | -4.16% | 79.61% | 109.34% | $26.5M | 3.63% | +2,535 | +1.4% |
| 11 | SCHB | SCHWAB STRATEGIC TR | $28.45 | -2.70% | 24.50% | 71.73% | $23.1M | 3.17% | +25,847 | +2.9% |
| 12 | QUAL | ISHARES TR | $213.14 | -1.93% | 19.32% | 64.31% | $21.8M | 2.99% | +2,631 | +2.4% |
| 13 | IEMG | ISHARES INC | $78.63 | -6.40% | 38.44% | 42.72% | $20.0M | 2.75% | +5,612 | +2.0% |
| 14 | MUB | ISHARES TR | $106.97 | -0.21% | 7.30% | 3.94% | $18.2M | 2.50% | −1,287 | −0.7% |
| 15 | EFV | ISHARES TR | $76.90 | -1.91% | 25.29% | 81.64% | $17.6M | 2.41% | +5,084 | +2.2% |
| 16 | SCHO | SCHWAB STRATEGIC TR | $24.06 | -0.21% | 3.76% | 9.23% | $13.2M | 1.81% | +22,498 | +4.3% |
| 17 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $9.5M | 1.31% | +535 | +1.4% |
| 18 | IWM | ISHARES TR | $281.65 | -3.55% | 34.35% | 35.27% | $9.4M | 1.29% | −5 | −0.0% |
| 19 | PPG | PPG INDS INC | $113.80 | 1.64% | 3.76% | -22.80% | $8.5M | 1.16% | −1,583 | −2.0% |
| 20 | SUB | ISHARES TR | $106.41 | -0.05% | 3.33% | 7.33% | $7.4M | 1.02% | −765 | −1.1% |
| 21 | SCHM | SCHWAB STRATEGIC TR | $34.83 | -2.63% | 28.34% | 43.63% | $7.2M | 0.99% | −9,346 | −3.9% |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $77.60 | -2.07% | 25.24% | 44.55% | $5.0M | 0.68% | +4,287 | +6.5% |
| 23 | IVV | ISHARES TR | $740.91 | -2.62% | 24.60% | 80.03% | $4.5M | 0.61% | −137 | −2.0% |
| 24 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $3.7M | 0.51% | +2,060 | +10.8% |
| 25 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $2.7M | 0.37% | +325 | +4.7% |
| 26 | VEU | VANGUARD INTL EQUITY INDEX F | $81.13 | -3.76% | 26.24% | 50.97% | $2.2M | 0.31% | −1,827 | −5.8% |
| 27 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | 24.60% | 80.00% | $2.1M | 0.29% | +728 | +25.7% |
| 28 | VTEB | VANGUARD MUN BD FDS | $50.30 | -0.16% | 7.34% | 3.96% | $2.1M | 0.28% | — | HELD |
| 29 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | 24.59% | 71.45% | $1.9M | 0.26% | +241 | +4.3% |
| 30 | HD | HOME DEPOT INC | $310.78 | 0.27% | -12.61% | 7.24% | $1.8M | 0.25% | −32 | −0.6% |
| 31 | NVR | NVR INC | $6182.55 | 0.09% | — | — | $1.7M | 0.24% | +262 | NEW |
| 32 | AMZN | AMAZON COM INC | $246.03 | -3.06% | — | — | $1.7M | 0.24% | +811 | +10.9% |
| 33 | VXUS | VANGUARD STAR FDS | $83.03 | -3.73% | — | — | $1.6M | 0.21% | +385 | +1.9% |
| 34 | BND | VANGUARD BD INDEX FDS | $72.83 | -0.45% | — | — | $1.5M | 0.20% | −184 | −0.9% |
| 35 | GOOGL | ALPHABET INC | $368.53 | -0.98% | — | — | $1.4M | 0.20% | −310 | −5.8% |
| 36 | ITOT | ISHARES TR | $161.35 | -2.71% | — | — | $1.4M | 0.19% | −30 | −0.3% |
| 37 | MRBK | MERIDIAN CORP | $18.89 | 1.94% | — | — | $1.3M | 0.17% | — | HELD |
| 38 | AVGO | BROADCOM INC | $385.73 | -7.92% | — | — | $1.2M | 0.16% | +150 | +4.1% |
| 39 | TXN | TEXAS INSTRS INC | $285.06 | -6.65% | — | — | $1.2M | 0.16% | +40 | +0.7% |
| 40 | SCHD | SCHWAB STRATEGIC TR | $32.30 | -0.89% | — | — | $1.1M | 0.15% | +434 | +1.2% |
| 41 | GOOG | ALPHABET INC | $365.76 | -0.95% | — | — | $1.1M | 0.15% | +112 | +3.1% |
| 42 | GLD | SPDR GOLD TR | $396.24 | -3.65% | — | — | $1.1M | 0.14% | — | HELD |
| 43 | META | META PLATFORMS INC | $593.00 | -5.51% | — | — | $1.0M | 0.14% | −32 | −1.8% |
| 44 | IUSB | ISHARES TR | $45.80 | -0.43% | — | — | $973K | 0.13% | −333 | −1.6% |
| 45 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $953K | 0.13% | +106 | +1.9% |
| 46 | VB | VANGUARD INDEX FDS | $288.20 | -2.44% | — | — | $837K | 0.11% | −163 | −4.9% |
| 47 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | — | — | $832K | 0.11% | −15 | −0.5% |
| 48 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | — | — | $809K | 0.11% | +815 | +32.7% |
| 49 | TSLA | TESLA INC | $391.00 | -6.56% | — | — | $750K | 0.10% | +31 | +1.6% |
| 50 | CNTA | CENTESSA PHARMACEUTICALS PLC | $39.62 | -0.45% | — | — | $719K | 0.10% | — | HELD |
| 51 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $718K | 0.10% | — | HELD |
| 52 | CBU | COMMUNITY FINANCIAL SYSTEM I | $63.59 | 0.22% | — | — | $639K | 0.09% | — | HELD |
| 53 | SPGI | S&P GLOBAL INC | $424.44 | 1.03% | — | — | $619K | 0.08% | −318 | −17.9% |
| 54 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | — | — | $614K | 0.08% | +140 | +4.9% |
| 55 | ABBV | ABBVIE INC | $227.23 | 1.02% | — | — | $608K | 0.08% | +217 | +8.4% |
| 56 | WMT | WALMART INC | $118.88 | 0.97% | — | — | $581K | 0.08% | +198 | +4.4% |
| 57 | VTV | VANGUARD INDEX FDS | $212.02 | -1.36% | — | — | $581K | 0.08% | −226 | −7.1% |
| 58 | FULT | FULTON FINL CORP PA | $21.95 | 0.14% | — | — | $560K | 0.08% | — | HELD |
| 59 | VIG | VANGUARD SPECIALIZED FUNDS | $233.28 | -1.37% | — | — | $559K | 0.08% | +2 | +0.1% |
| 60 | MCD | MCDONALDS CORP | $279.84 | 2.61% | — | — | $553K | 0.08% | −4 | −0.2% |
| 61 | VGT | VANGUARD WORLD FD | $115.28 | -6.14% | — | — | $548K | 0.08% | +174 | +28.4% |
| 62 | VO | VANGUARD INDEX FDS | $78.53 | -2.06% | — | — | $537K | 0.07% | — | HELD |
| 63 | VXF | VANGUARD INDEX FDS | $231.90 | -3.32% | — | — | $537K | 0.07% | — | HELD |
| 64 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | — | — | $531K | 0.07% | +422 | +84.7% |
| 65 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | — | — | $529K | 0.07% | +16 | +2.9% |
| 66 | LMT | LOCKHEED MARTIN CORP | $523.76 | 0.91% | — | — | $504K | 0.07% | +833 | NEW |
| 67 | VGSH | VANGUARD SCOTTSDALE FDS | $58.04 | -0.17% | — | — | $488K | 0.07% | — | HELD |
| 68 | VMBS | VANGUARD SCOTTSDALE FDS | $46.38 | -0.47% | — | — | $486K | 0.07% | — | HELD |
| 69 | CL | COLGATE PALMOLIVE CO | $88.58 | 4.09% | — | — | $478K | 0.07% | +5,610 | NEW |
| 70 | ESGE | ISHARES INC | $51.82 | -6.48% | — | — | $450K | 0.06% | −407 | −4.0% |
| 71 | LOW | LOWES COS INC | $210.74 | 1.55% | — | — | $441K | 0.06% | +118 | +6.7% |
| 72 | RTX | RTX CORPORATION | $180.99 | 0.88% | — | — | $430K | 0.06% | +282 | +14.5% |
| 73 | V | VISA INC | $323.57 | 1.06% | — | — | $409K | 0.06% | −8 | −0.6% |
| 74 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | — | — | $407K | 0.06% | +20 | +3.3% |
| 75 | IWB | ISHARES TR | $403.01 | -2.58% | — | — | $396K | 0.05% | — | HELD |
| 76 | VUG | VANGUARD INDEX FDS | $85.93 | -3.62% | — | — | $396K | 0.05% | +47 | +5.5% |
| 77 | SCHA | SCHWAB STRATEGIC TR | $33.19 | -3.41% | — | — | $385K | 0.05% | +1 | +0.0% |
| 78 | CSCO | CISCO SYS INC | $121.64 | -6.43% | — | — | $372K | 0.05% | +73 | +1.5% |
| 79 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | — | — | $372K | 0.05% | +31 | +9.1% |
| 80 | PM | PHILIP MORRIS INTL INC | $178.29 | 1.89% | — | — | $359K | 0.05% | +442 | +25.6% |
| 81 | BA | BOEING CO | $215.45 | -0.91% | — | — | $356K | 0.05% | +124 | +7.4% |
| 82 | NFLX | NETFLIX INC. | $82.18 | 0.76% | — | — | $332K | 0.05% | +246 | +7.7% |
| 83 | IWV | ISHARES TR | $418.71 | -2.61% | — | — | $330K | 0.05% | +28 | +3.2% |
| 84 | ORCL | ORACLE CORP | $213.68 | -9.59% | — | — | $324K | 0.04% | +71 | +3.3% |
| 85 | VEA | VANGUARD TAX-MANAGED FDS | $69.17 | -3.72% | — | — | $323K | 0.04% | — | HELD |
| 86 | SCHZ | SCHWAB STRATEGIC TR | $22.96 | -0.48% | — | — | $314K | 0.04% | −1,869 | −12.2% |
| 87 | BAC | BANK AMERICA CORP | $53.83 | -0.63% | — | — | $307K | 0.04% | −346 | −5.2% |
| 88 | MA | MASTERCARD INCORPORATED | $491.08 | 1.93% | — | — | $306K | 0.04% | +11 | +1.8% |
| 89 | PG | PROCTER & GAMBLE CO | $146.54 | 4.09% | — | — | $293K | 0.04% | −85 | −4.0% |
| 90 | DFUS | DIMENSIONAL ETF TRUST | $80.40 | -2.76% | — | — | $291K | 0.04% | — | HELD |
| 91 | CVX | CHEVRON CORPORATION | $187.31 | -0.55% | — | — | $276K | 0.04% | +1,333 | NEW |
| 92 | CAT | CATERPILLAR INC | $904.28 | -3.85% | — | — | $273K | 0.04% | +12 | +3.2% |
| 93 | PNC | PNC FINL SVCS GROUP INC | $228.37 | 0.57% | — | — | $267K | 0.04% | +11 | +0.9% |
| 94 | MRK | MERCK & CO INC | $120.79 | 0.44% | — | — | $265K | 0.04% | +17 | +0.8% |
| 95 | IAU | ISHARES GOLD TR | $81.22 | -3.63% | — | — | $264K | 0.04% | −1,561 | −34.3% |
| 96 | RKLB | ROCKET LAB CORP | $110.08 | -8.23% | — | — | $261K | 0.04% | +19 | +0.5% |
| 97 | TEL | TE CONNECTIVITY PLC | $212.65 | -3.67% | — | — | $257K | 0.04% | −20 | −1.6% |
| 98 | AIRR | FIRST TR EXCHANGE TRADED FD | $127.97 | -2.91% | — | — | $253K | 0.03% | +2,280 | NEW |
| 99 | VYM | VANGUARD WHITEHALL FDS | $158.24 | -1.35% | — | — | $252K | 0.03% | — | HELD |
| 100 | KO | COCA COLA CO | $79.48 | 3.46% | — | — | $249K | 0.03% | +31 | +1.0% |
| 101 | DUK | DUKE ENERGY CORP NEW | — | — | — | — | $247K | 0.03% | +30 | +1.6% |
| 102 | AMAT | APPLIED MATLS INC | — | — | — | — | $247K | 0.03% | +722 | NEW |
| 103 | XLK | SELECT SECTOR SPDR TR | — | — | — | — | $240K | 0.03% | — | HELD |
| 104 | GS | GOLDMAN SACHS GROUP INC | — | — | — | — | $237K | 0.03% | −4 | −1.4% |
| 105 | MU | MICRON TECHNOLOGY INC | — | — | — | — | $237K | 0.03% | +701 | NEW |
| 106 | CMCSA | COMCAST CORP NEW | — | — | — | — | $221K | 0.03% | −25 | −0.3% |
| 107 | LIN | LINDE PLC | — | — | — | — | $221K | 0.03% | +446 | NEW |
| 108 | VERX | VERTEX INC | — | — | — | — | $219K | 0.03% | +18,453 | NEW |
| 109 | PLD | PROLOGIS INC. | — | — | — | — | $219K | 0.03% | +54 | +3.4% |
| 110 | PLTR | PALANTIR TECHNOLOGIES INC | — | — | — | — | $218K | 0.03% | +211 | +16.5% |
| 111 | IEFA | ISHARES TR | — | — | — | — | $214K | 0.03% | +2,362 | NEW |
| 112 | WM | WASTE MGMT INC DEL | — | — | — | — | $211K | 0.03% | +6 | +0.7% |
| 113 | GILD | GILEAD SCIENCES INC | — | — | — | — | $210K | 0.03% | +1,506 | NEW |
| 114 | NEE | NEXTERA ENERGY INC | — | — | — | — | $209K | 0.03% | +2,249 | NEW |
| 115 | PFS | PROVIDENT FINL SVCS INC | — | — | — | — | $207K | 0.03% | +9,778 | NEW |
| 116 | TMO | THERMO FISHER SCIENTIFIC INC | — | — | — | — | $205K | 0.03% | −3 | −0.7% |
| 117 | PEG | PUBLIC SVC ENTERPRISE GROUP | — | — | — | — | $203K | 0.03% | +6 | +0.2% |
| 118 | GE | GE AEROSPACE | — | — | — | — | $201K | 0.03% | −1 | −0.1% |
| 119 | UNH | UNITEDHEALTH GROUP INC | — | — | — | — | — | — | −781 | EXITED |
| 120 | APP | APPLOVIN CORP | — | — | — | — | — | — | −370 | EXITED |
| 121 | WMT2 | WELLS FARGO CO NEW | — | — | — | — | — | — | −2,501 | EXITED |
| 122 | ABT | ABBOTT LABS | — | — | — | — | — | — | −1,833 | EXITED |
| 123 | AXP | AMERICAN EXPRESS CO | — | — | — | — | — | — | −584 | EXITED |
| 124 | ADP | AUTOMATIC DATA PROCESSING IN | — | — | — | — | — | — | −837 | EXITED |
| 125 | MS | MORGAN STANLEY | — | — | — | — | — | — | −1,203 | EXITED |
| 126 | IWF | ISHARES TR | — | — | — | — | — | — | −449 | EXITED |
Source: SEC EDGAR · accession 0001951757-26-000860. 13F discloses long positions only — shorts, foreign equities, and options are excluded.