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CIK: 0001781942
Total reported value
$826.1M
$826.1M
107 檔
39.1%
As reported in its official Q2 2024 Form 13F filing, Meridian Wealth Partners, LLC's tracked investment portfolio stood at $826.1M with 107 total positions.
During Q2 2024, Meridian Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 16.65% | -0.07% | -2.18% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 12.62% | +0.19% | +0.31% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 11.89% | +0.39% | -0.74% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.26% | -0.93% | +8.35% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.56% | -0.20% | -1.43% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.21% | -0.51% | -15.17% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.54% | +0.06% | -0.23% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.15% | +0.12% | +5.14% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 3.11% | -0.25% | +7.59% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.97% | -0.07% | +9.64% | |
| 11 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 2.78% | +0.49% | +5.73% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.80% | +0.10% | +6.30% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.70% | -0.23% | -8.52% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.63% | -0.11% | +3.80% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.46% | -0.03% | +2.43% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.35% | +0.02% | +2.07% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.32% | +0.04% | +0.07% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | — | -3.28% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.86% | -0.03% | +58.18% | |
| 20 | VERX | Vertex Inc - Class A | Stock-Other | 0.80% | -0.01% | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | +0.58% | -8.16% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.03% | +6.97% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +0.03% | +816.32% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.47% | -0.01% | -7.90% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 0.45% | — | +0.65% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.03% | +0.82% | |
| 27 | MRBK | Meridian CORP | Stock-Other | 0.38% | -0.01% | -3.60% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | -4.20% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.02% | -0.80% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.01% | -1.84% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.02% | -13.70% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.01% | +6.74% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.26% | +0.01% | -0.01% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.25% | — | -2.27% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.23% | +0.06% | +1.58% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.23% | +0.01% | -5.52% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | -0.03% | -0.16% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.04% | -0.56% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.20% | +0.02% | +7.50% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | — | +5.81% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | +0.01% | +3.23% | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.14% | -0.02% | +1.33% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.01% | +9.76% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.12% | — | — | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.12% | — | -0.83% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | +5.02% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | +0.02% | +11.71% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.11% | +0.08% | -5.90% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | -0.01% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.02% | -6.23% |
According to official SEC Form 13F filings, Meridian Wealth Partners, LLC reported a total U.S. public equity portfolio value of $826.1M across 107 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAU, SCHX) accounted for 39.1% of total reported equity market value during Q2 2024.
During Q2 2024, Meridian Wealth Partners, LLC's top holdings by market value included DFAC (16.6%)、DFAU (12.6%)、SCHX (11.9%). The largest single position, DFAC, represented 16.6% of total portfolio value.
In Q2 2024, Meridian Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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