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CIK: 0001781942
Total reported value
$826.1M
$826.1M
108 檔
41.3%
At the close of Q3 2024, Meridian Wealth Partners, LLC disclosed equity holdings valued at approximately $826.1M, spread across 108 reported holdings.
During Q3 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 | 15.44% | -0.07% | -1.03% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.58% | -0.93% | +11.81% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 11.29% | +0.19% | -4.03% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 10.49% | +0.39% | -5.19% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.22% | -0.20% | -0.96% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.72% | -0.51% | -1.69% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.35% | +0.08% | — | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 3.33% | -0.25% | +16.82% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.05% | +0.06% | -6.81% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.01% | +0.12% | +2.28% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.86% | -0.07% | +1.50% | |
| 12 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 2.75% | +0.49% | +6.51% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.44% | +0.35% | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.10% | +0.02% | +64.18% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.63% | -0.11% | +11.96% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.47% | -0.17% | — | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.45% | +0.10% | -15.96% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 1.36% | -0.23% | -10.71% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.29% | -0.03% | -8.93% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.19% | +0.04% | -4.68% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | — | -4.38% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.79% | -0.03% | +2.26% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.58% | +1.91% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.03% | -3.60% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.03% | -6.52% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.44% | -0.01% | -1.72% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.03% | -1.90% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | — | -0.49% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.34% | +0.02% | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +0.36% | |
| 31 | MRBK | Meridian CORP | Stock-Other | 0.28% | -0.01% | -30.39% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.28% | -0.01% | -1.99% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | +0.01% | +2.47% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.02% | -4.76% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.01% | -8.47% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.23% | +0.02% | +21.68% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | — | -2.79% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.22% | +0.06% | +0.40% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | +0.01% | -1.90% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.02% | -12.96% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.20% | -0.03% | -3.15% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | +0.01% | +0.28% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.15% | -0.02% | -0.33% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.04% | -29.40% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | -12.45% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.12% | — | — | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | +0.02% | +981.07% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.11% | — | -0.71% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | +0.01% | -6.37% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.10% | — | -1.15% |
According to official SEC Form 13F filings, Meridian Wealth Partners, LLC reported a total U.S. public equity portfolio value of $826.1M across 108 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, AGG, DFAU) accounted for 41.3% of total reported equity market value during Q3 2024.
During Q3 2024, Meridian Wealth Partners, LLC's top holdings by market value included DFAC (15.4%)、AGG (11.6%)、DFAU (11.3%). The largest single position, DFAC, represented 15.4% of total portfolio value.
In Q3 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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