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CIK: 0001781942
Total reported value
$826.1M
$826.1M
113 檔
43.9%
At the close of Q4 2025, Meridian Wealth Partners, LLC disclosed equity holdings valued at approximately $826.1M, spread across 113 reported holdings.
In Q4 2025, Meridian Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 70 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.57% | -0.07% | -6.18% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.63% | +0.39% | -0.26% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.46% | -0.93% | +5.35% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.95% | +0.19% | -3.00% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.41% | +0.35% | +0.56% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.21% | +0.08% | +2.05% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.99% | -0.20% | -6.44% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.76% | -0.07% | +9.16% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 3.52% | -0.25% | +3.22% | |
| 10 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 3.46% | +0.49% | +0.87% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.24% | +0.12% | -0.25% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.03% | +0.06% | -2.05% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.61% | +0.02% | -1.19% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.55% | -0.51% | -13.59% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.27% | -0.17% | -1.52% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.75% | -0.11% | +4.37% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.38% | -0.03% | -3.90% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.29% | +0.10% | -5.16% | |
| 19 | PPG | Ppg Industries Inc | Stock-Materials | 1.14% | -0.01% | -2.08% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.04% | -0.23% | -6.47% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.00% | +0.04% | -8.71% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | -3.48% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.63% | +0.02% | +18.25% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.03% | -3.15% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.03% | -3.20% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.32% | -0.01% | -3.81% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.29% | -0.03% | -55.74% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.58% | -59.17% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.03% | -1.03% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | +0.01% | -19.33% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.02% | -4.41% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | -26.09% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.21% | +0.01% | +0.22% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.20% | -0.03% | +0.43% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.20% | — | -3.60% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.02% | -0.44% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.01% | -27.74% | |
| 38 | MRBK | Meridian CORP | Stock-Other | 0.16% | -0.01% | -7.46% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.01% | -4.54% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.14% | +0.06% | -4.39% | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.14% | +0.02% | -16.48% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.13% | -0.01% | -27.98% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.13% | -0.03% | -4.31% | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.13% | -0.02% | -0.06% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | -4.24% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | +0.02% | -2.26% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.12% | +0.01% | -5.38% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.10% | -0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.04% | -10.14% | |
| 50 | CBU | Community Financial System I | Stock-Other | 0.09% | — | -0.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.6% | +5.35% | Add |
| 2 | IXUS | Ishares Core Intl Stock ETF | +0.4% | +9.16% | Add |
| 3 | VLUE | Ishares Msci USA Value Facto | +0.3% | +0.87% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | +0.3% | -0.26% | Trim |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.56% | Add |
| 6 | MBB | Ishares Mbs ETF | +0.1% | +3.22% | Add |
| 7 | DFAS | Dimensional US Small Cap ETF | +0.1% | +18.25% | Add |
| 8 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +2.05% | Add |
| 9 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -1.52% | Trim |
| 10 | SCHO | Schwab Short-term US Treas | +0.1% | +4.37% | Add |
| 11 | SCHB | Schwab US Broad Market ETF | +0.1% | -0.25% | Trim |
| 12 | AAPL | Apple Inc | 0% | -3.90% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | 0% | -4.54% | Trim |
| 14 | IEMG | Ishares Core Msci Emerging | 0% | -1.19% | Trim |
| 15 | LLY | Eli Lilly & Co | 0% | -2.78% | Trim |
| 16 | AMD | Advanced Micro Devices | 0% | +0.52% | Add |
| 17 | CSCO | Cisco Systems Inc | 0% | +44.53% | Add |
| 18 | VIG | Vanguard Dividend Apprec ETF | 0% | +25.17% | Add |
| 19 | IWV | Ishares Russell 3000 ETF | 0% | +32.77% | Add |
| 20 | VGT | Vanguard Info Tech ETF | 0% | +31.05% | Add |
| 21 | BA | Boeing Co/the | 0% | +22.75% | Add |
| 22 | SPGI | S&p Global Inc | 0% | -0.06% | Trim |
| 23 | GLD | Spdr Gold Shares | 0% | -4.31% | Trim |
| 24 | JNJ | Johnson & Johnson | 0% | +0.40% | Add |
| 25 | VXUS | Vanguard Total Intl Stock | 0% | +0.22% | Add |
| 26 | BAC | Bank Of America CORP | 0% | +5.29% | Add |
| 27 | MCD | Mcdonald's CORP | 0% | -0.22% | Trim |
| 28 | AVGO | Broadcom Inc | — | -0.44% | Trim |
| 29 | IAU | Ishares Gold Trust | — | +0.89% | Add |
| 30 | TMO | Thermo Fisher Scientific Inc | — | -0.71% | Trim |
| 31 | VB | Vanguard Small-cap ETF | — | -5.38% | Trim |
| 32 | PLD | Prologis Inc | — | -23.69% | Trim |
| 33 | MRBK | Meridian CORP | — | -7.46% | Trim |
| 34 | PM | Philip Morris International | — | -8.44% | Trim |
| 35 | LOW | Lowe's Cos Inc | — | -2.29% | Trim |
| 36 | GS | Goldman Sachs Group Inc | — | +1.79% | Add |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | — | -6.70% | Trim |
| 38 | VO | Vanguard Mid-cap ETF | — | +6.13% | Add |
| 39 | ABBV | Abbvie Inc | — | -2.75% | Trim |
| 40 | UNH | Unitedhealth Group Inc | — | -4.41% | Trim |
| 41 | ITOT | Ishares Core S&p Total U.s. | — | -3.60% | Trim |
| 42 | RTX | Rtx CORP | — | -2.99% | Trim |
| 43 | DFUS | Dimensional US Eq Mkt ETF | — | -8.61% | Trim |
| 44 | JPM | Jpmorgan Chase & Co | — | -4.24% | Trim |
| 45 | VEU | Vanguard Ftse All-world Ex-u | — | -3.81% | Trim |
| 46 | WMT | Walmart Inc | — | -3.66% | Trim |
| 47 | WFC | Wells Fargo & Co | — | -1.69% | Trim |
| 48 | FULT | Fulton Financial CORP | — | — | Unchanged |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | +6.25% | Add |
| 50 | KO | Coca-cola Co/the | — | +2.37% | Add |
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 Q4 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 43.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
RKLB
市值: $282.6K
Top Position Liquidated / Trimmed
VGVT
前期市值: $392.7K
During Q4 2025, Meridian Wealth Partners, LLC's top holdings by market value included DFAC (13.6%)、SCHX (12.6%)、AGG (12.5%). The largest single position, DFAC, represented 13.6% of total portfolio value.
In Q4 2025, Meridian Wealth Partners, LLC made 110 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 70 holdings, and fully liquidating 5 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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