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CIK: 0001781942
Total reported value
$826.1M
$826.1M
113 檔
43.6%
As reported in its official Q3 2025 Form 13F filing, Meridian Wealth Partners, LLC's tracked investment portfolio stood at $826.1M with 113 total positions.
Meridian Wealth Partners, LLC executed strategic sector rebalancing during Q3 2025, establishing 13 new positions while fully exiting 3 holdings and trimming 59 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.07% | -0.07% | -1.90% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.38% | +0.39% | +15.77% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.85% | -0.93% | +4.26% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 7.00% | +0.19% | -39.07% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.29% | +0.35% | +56.62% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.12% | +0.08% | +24.68% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.08% | -0.20% | -0.52% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 3.40% | -0.25% | +4.97% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.35% | -0.07% | +5.24% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.18% | +0.12% | +1.84% | |
| 11 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 3.13% | +0.49% | +3.98% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.03% | +0.06% | +4.43% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.93% | -0.51% | -3.90% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.58% | +0.02% | +16.66% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.19% | -0.17% | +40.51% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.67% | -0.11% | +6.00% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.35% | -0.03% | -4.27% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.34% | +0.10% | -1.12% | |
| 19 | PPG | Ppg Industries Inc | Stock-Materials | 1.19% | -0.01% | -35.84% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.11% | -0.23% | -4.79% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.08% | +0.04% | -2.63% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | — | -9.29% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.64% | -0.03% | -0.08% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.58% | — | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.52% | +0.02% | +16.03% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.03% | -9.24% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.03% | -29.11% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.32% | -0.01% | -9.11% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.03% | -10.16% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +2.72% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.01% | -14.36% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.02% | -11.07% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.02% | -10.88% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.20% | -0.03% | +5.19% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.20% | +0.01% | -23.47% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | — | -5.39% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.19% | -0.01% | -27.40% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.02% | -5.54% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.16% | +0.02% | +0.42% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.16% | +0.06% | -3.45% | |
| 41 | MRBK | Meridian CORP | Stock-Other | 0.16% | -0.01% | -48.31% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | -45.19% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.01% | -17.63% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | -0.03% | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | +0.02% | +1.96% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.12% | +0.01% | -26.90% | |
| 47 | SPGI | S&p Global Inc | Stock-Financials | 0.12% | -0.02% | -0.95% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.10% | -0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.04% | -1.70% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.09% | — | +70.23% |
According to official SEC Form 13F filings, Meridian Wealth Partners, LLC reported a total U.S. public equity portfolio value of $826.1M across 113 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, SCHX, AGG) accounted for 43.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
260
市值: $439.0K
Top Position Liquidated / Trimmed
STBA
前期市值: $528.2K
During Q3 2025, Meridian Wealth Partners, LLC's top holdings by market value included DFAC (14.1%)、SCHX (12.4%)、AGG (11.8%). The largest single position, DFAC, represented 14.1% of total portfolio value.
In Q3 2025, Meridian Wealth Partners, LLC made 111 total portfolio adjustments, initiating 13 new buys, adding to 36 positions, trimming 59 holdings, and fully liquidating 3 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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