MW
Meridian Wealth Partners, LLC — 13F Filing & Top Stock Positions (Q2 2026)
Meridian Wealth Partners, LLCCIK: 0001781942
Diversified strategyMomentum followerSector-focused
Total reported value
$826.1M
Reporting period: 2026-06-30 · Number of holdings: 125
Meridian Wealth Partners, LLC disclosed 125 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $826.1M and a quarterly turnover rate of 14.0%.
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Personality snowflake
- Concentration
- 26.41
- Portfolio Stability
- 14.04
- Momentum
- 100
- Sector conviction
- 71.61
- Diversification
- 100
- Sizing Uniformity
- 72.96
Meridian Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.066 — mathematically equivalent to about 15 equally-sized positions, well below its 125 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.70), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 8% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim AGG
+5.4% $4.8M
Add VTI
+216.8% $5.0M
Trim MUB
-11.0% -$1.8M
Add VLUE
-8.6% $7.5M
Add SCHX
+1.9% $15.2M
Add IVW
+1.0% $7.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.71% | +0.39% | +1.91% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.63% | -0.07% | -1.23% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.92% | -0.93% | +5.44% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 7.10% | +0.19% | +1.75% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.58% | +0.35% | +1.00% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.34% | +0.08% | +3.44% | |
| 7 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 4.12% | +0.49% | -8.60% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.89% | -0.07% | +1.10% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.77% | -0.20% | -0.92% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 3.40% | -0.25% | +6.14% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.29% | +0.12% | +1.75% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.05% | +0.06% | +1.41% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.77% | +0.02% | -3.64% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.24% | -0.17% | +2.17% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.99% | -0.51% | -10.97% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.70% | -0.11% | +7.37% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.39% | +0.10% | +0.37% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.28% | -0.03% | -2.76% | |
| 19 | PPG | Ppg Industries Inc | Stock-Materials | 1.15% | -0.01% | -1.18% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.03% | +0.04% | -0.93% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | +0.58% | +216.82% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 0.79% | -0.23% | -11.64% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.70% | +0.02% | +1.03% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | — | -1.33% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.03% | +3.27% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.03% | +3.53% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +2.08% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | -0.01% | -1.07% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.02% | +7.21% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.25% | -0.03% | -0.01% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.02% | +3.23% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | -0.03% | -3.83% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.22% | +0.06% | +0.32% | |
| 34 | NVR | Nvr Inc | Stock-Consumer Disc | 0.22% | -0.02% | — | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.22% | +0.01% | +3.06% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | — | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.02% | +2.66% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | -0.03% | -3.73% | |
| 39 | MRBK | Meridian CORP | Stock-Other | 0.16% | -0.01% | +0.02% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.01% | +1.19% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.16% | +0.08% | -24.66% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.15% | +0.02% | +27.23% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.14% | -0.01% | +0.03% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | -0.01% | +3.98% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.12% | +0.09% | +19.26% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | +0.02% | +13.18% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.12% | +0.01% | -1.41% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | +0.28% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.11% | -0.03% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | -0.01% | -0.15% |
1–50 of 125
Portfolio Performance
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
+18.9%
- Stdev
- +10.7%
- Beta
- +0.79
- Alpha
- +0.3%
- Max Drawdown
- -5.2%
- Annualized Perf
- +16.7%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +2.99
- Stutzer
- +0.44
- Treynor
- +0.2
- Sterling
- +1.15
- Calmar
- +3.24
- Information Ratio
- -0.98
- Tracking Error
- +4%
- Stdev Down
- +5.4%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +27.4%
- Worst 12 Months
- +6.4%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.51
- Stdev Sectors
- +11.6%
- Skewness
- -0.13
- Kurtosis
- -0.27
- Upside Potential
- +4.55
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 125 | $826.1M | 14 | ||
| 2026 Q1 | 118 | $728.6M | 5 | ||
| 2025 Q4 | 113 | $725.6M | 5 | ||
| 2025 Q3 | 113 | $726.6M | 22 | ||
| 2025 Q2 | 111 | $689.7M | 0 | ||
| 2025 Q1 | 103 | $626.6M | 100 | ||
| 2024 Q4 | 106 | $659.1M | 0 | ||
| 2024 Q3 | 108 | $643.0M | 0 | ||
| 2024 Q2 | 107 | $566.4M | 0 | ||
| 2024 Q1 | 107 | $554.1M | 0 | ||
| 2023 Q4 | 101 | $523.8M | 0 | ||
| 2023 Q3 | 95 | $480.2M | 0 | ||
| 2023 Q2 | 94 | $487.0M | 0 | ||
| 2023 Q1 | 94 | $459.3M | 0 | ||
| 2022 Q4 | 128 | $432.3M | 0 | ||
| 2022 Q3 | 122 | $399.6M | 0 | ||
| 2022 Q2 | 120 | $421.2M | 0 | ||
| 2022 Q1 | 89 | $475.3M | 0 | ||
| 2021 Q4 | 119 | $499.2M | 0 | ||
| 2021 Q3 | 107 | $462.2M | 0 | ||
| 2021 Q2 | 78 | $428.3M | 87 | ||
| 2021 Q1 | 2018 | $332.9M | 46 | ||
| 2020 Q4 | 274 | $242.1M | 38 | ||
| 2020 Q3 | 249 | $198.3M | 9 | ||
| 2020 Q2 | 238 | $186.0M | 24 | ||
| 2020 Q1 | 215 | $168.1M | 43 | ||
| 2019 Q4 | 243 | $160.5M | 0 |
Holding changes this quarter
Meridian Wealth Partners, LLC's most significant position changes for 2026-06-30: Sold out: Centessa Pharmaceuticals-adr (260); New buy: Intel CORP (INTC); New buy: Lam Research CORP (LRCX); New buy: Unitedhealth Group Inc (UNH); New buy: Sandisk CORP (SNDK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +216.82% | Add |
| 2 | VLUE | Ishares Msci USA Value Facto | +0.5% | -8.60% | Trim |
| 3 | SCHX | Schwab US Large-cap ETF | +0.4% | +1.91% | Add |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.4% | +1.00% | Add |
| 5 | DFAU | Dimensional US Core Equity M | +0.2% | +1.75% | Add |
| 6 | SCHB | Schwab US Broad Market ETF | +0.1% | +1.75% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.37% | Add |
| 8 | MU | Micron Technology Inc | +0.1% | +19.26% | Add |
| 9 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +3.44% | Add |
| 10 | AMD | Advanced Micro Devices | +0.1% | -24.66% | Trim |
| 11 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +1.41% | Add |
| 12 | TXN | Texas Instruments Inc | +0.1% | +0.32% | Add |
| 13 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 14 | SCHM | Schwab US Mid Cap ETF | 0% | -0.93% | Trim |
| 15 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 16 | UNH | Unitedhealth Group Inc | 0% | NEW | New buy |
| 17 | SNDK | Sandisk CORP | 0% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | 0% | +3.27% | Add |
| 19 | AMAT | Applied Materials Inc | 0% | -0.83% | Trim |
| 20 | SBUX | Starbucks CORP | 0% | NEW | New buy |
| 21 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 22 | KLAC | Kla CORP | 0% | NEW | New buy |
| 23 | WDC | Western Digital CORP | 0% | NEW | New buy |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | NEW | New buy |
| 25 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 26 | MS | Morgan Stanley | 0% | NEW | New buy |
| 27 | TRV | Travelers Cos Inc/the | 0% | NEW | New buy |
| 28 | IEMG | Ishares Core Msci Emerging | 0% | -3.64% | Trim |
| 29 | DFAS | Dimensional US Small Cap ETF | 0% | +1.03% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | +3.23% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | +7.21% | Add |
| 32 | AVGO | Broadcom Inc | 0% | +2.66% | Add |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +27.23% | Add |
| 34 | TSLA | Tesla Inc | 0% | +13.18% | Add |
| 35 | PANW | Palo Alto Networks Inc | 0% | NEW | New buy |
| 36 | ADI | Analog Devices Inc | 0% | NEW | New buy |
| 37 | LLY | Eli Lilly & Co | 0% | +5.38% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +2.08% | Add |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +1.19% | Add |
| 40 | VXUS | Vanguard Total Intl Stock | 0% | +3.06% | Add |
| 41 | VGT | Vanguard Info Tech ETF | 0% | +701.02% | Add |
| 42 | RKLB | Rocket Lab CORP | 0% | +2.24% | Add |
| 43 | CAT | Caterpillar Inc | 0% | +1.81% | Add |
| 44 | CSCO | Cisco Systems Inc | 0% | -12.09% | Trim |
| 45 | VB | Vanguard Small-cap ETF | 0% | -1.41% | Trim |
| 46 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 47 | ABBV | Abbvie Inc | 0% | +0.47% | Add |
| 48 | SCHA | Schwab US Small-cap ETF | 0% | — | Unchanged |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | 0% | -0.61% | Trim |
| 50 | VO | Vanguard Mid-cap ETF | 0% | +313.58% | Add |
1–50 of 132
Filing History
FAQ
What is Meridian Wealth Partners, LLC and what type of investor is it?
Meridian Wealth Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $826.1M, spread across 125 disclosed positions.
What are Meridian Wealth Partners, LLC's largest equity positions?
Based on the latest 13F filing, Meridian Wealth Partners, LLC's top holdings by market value are:
1. Schwab US Large-cap ETF (SCHX) — $105.0M (12.7%)
2. Dimensional US Core Equity 2 (DFAC) — $104.3M (12.6%)
3. Ishares Core U.s. Aggregate (AGG) — $98.4M (11.9%)
4. Dimensional US Core Equity M (DFAU) — $58.7M (7.1%)
5. Ishares S&p 500 Growth ETF (IVW) — $37.9M (4.6%)
What changes did Meridian Wealth Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Meridian Wealth Partners, LLC made 121 notable position adjustments: 14 new positions were initiated, 54 existing holdings were added to, 46 positions were partially reduced, and 7 were completely exited. The largest of these moves: Sold out: Centessa Pharmaceuticals-adr (260); New buy: Intel CORP (INTC); New buy: Lam Research CORP (LRCX); New buy: Unitedhealth Group Inc (UNH); New buy: Sandisk CORP (SNDK)
What sectors does Meridian Wealth Partners, LLC focus on?
Meridian Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 42.9%
• Materials: 15.4%
• Consumer Discretionary: 12.4%
• Communication Services: 7.1%
• Financials: 6.8%
• Health Care: 4.9%
Investment Profile
Meridian Wealth Partners, LLC returned an annualized 16.7% over the trailing 36 months — outperforming the S&P 500 by 0.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.79 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 42.9% of the portfolio concentrated in Information Technology.
It has added to its VLUE position over the past two quarters (+$8.9M, now $34.0M), while trimming MUB over the same stretch (-$2.1M, still holding $16.4M).
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Developer Access
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REST API
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