CIK: 0001781942
Total reported value
$728.6M
Reporting period: 2026-03-31 · Number of holdings: 118
Meridian Wealth Partners, LLC disclosed 118 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $728.6M and a quarterly turnover rate of 4.8%.
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Meridian Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.067 — mathematically equivalent to about 15 equally-sized positions, well below its 118 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 2.64), 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 7% 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.
Trim DFAC
-4.3% -$6.0M
Add AGG
+4.2% $3.2M
Trim SCHX
+2.8% -$1.9M
Add IXUS
+3.3% $1.6M
Trim IVW
+5.0% -$1.2M
Add VLUE
+1.4% $1.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.85% | +0.39% | +4.20% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.70% | -0.87% | -4.28% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.32% | -0.31% | +2.78% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.91% | -0.04% | +3.44% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.26% | +0.05% | +3.90% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.23% | -0.18% | +5.03% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.97% | — | -3.66% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.96% | +0.20% | +3.29% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 3.65% | +0.13% | +4.50% | |
| 10 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 3.63% | +0.17% | +1.38% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.17% | -0.07% | +2.89% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.99% | -0.04% | +2.38% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.75% | +0.14% | +1.99% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.50% | -0.05% | -0.74% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.41% | +0.14% | +2.20% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.81% | +0.06% | +4.33% | |
| 17 | AAPL | Apple INC | Stock-Tech | 1.31% | -0.07% | +1.45% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.29% | — | -0.01% | |
| 19 | PPG | Ppg Industries INC | Stock-Materials | 1.16% | +0.02% | -1.96% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.02% | — | -1.09% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.99% | — | -3.86% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.68% | +0.05% | +6.52% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.05% | -1.96% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | — | +10.82% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.09% | +4.73% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.31% | — | -5.81% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.04% | +25.65% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.28% | — | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | — | +4.26% | |
| 30 | HD | Home Depot INC | Stock-Consumer Disc | 0.25% | — | -0.59% | |
| 31 | NVR | Nvr INC | Stock-Consumer Disc | 0.24% | +0.24% | NEW | |
| 32 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.24% | — | +10.85% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.21% | — | +1.94% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.20% | — | -0.92% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | -0.03% | -5.82% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | — | -0.31% | |
| 37 | MRBK | Meridian CORP | Stock-Other | 0.17% | — | — | |
| 38 | AVGO | Broadcom INC | Stock-Tech | 0.16% | — | +4.11% | |
| 39 | TXN | Texas Instruments INC | Stock-Tech | 0.16% | — | +0.67% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.15% | — | +1.22% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | — | +3.11% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | — | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.03% | -1.76% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.13% | — | -1.56% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | +0.04% | +1.92% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.11% | — | -4.85% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | -0.53% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | +0.04% | +32.65% | |
| 49 | TSLA | Tesla INC | Stock-Consumer Disc | 0.10% | -0.02% | +1.56% | |
| 50 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.10% | +0.04% | — |
Performance for Q3 2026
+3.3%
Performance Last 4 Quarters
+18.4%
Based on 65% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 118 | $728.6M | 5 | |
| 2025-12-31 | 113 | $725.6M | 5 | |
| 2025-09-30 | 113 | $726.6M | 22 | |
| 2025-06-30 | 111 | $689.7M | 0 | |
| 2025-03-31 | 103 | $626.6M | 100 | |
| 2024-12-31 | 106 | $659.1M | 0 | |
| 2024-09-30 | 108 | $643.0M | 0 | |
| 2024-06-30 | 107 | $566.4M | 0 | |
| 2024-03-31 | 107 | $554.1M | 0 | |
| 2023-12-31 | 101 | $523.8M | 0 | |
| 2023-09-30 | 95 | $480.2M | 0 | |
| 2023-06-30 | 94 | $487.0M | 0 | |
| 2023-03-31 | 94 | $459.3M | 0 | |
| 2022-12-31 | 128 | $432.3M | 0 | |
| 2022-09-30 | 122 | $399.6M | 0 | |
| 2022-06-30 | 120 | $421.2M | 0 | |
| 2022-03-31 | 89 | $475.3M | 0 | |
| 2021-12-31 | 119 | $499.2M | 0 | |
| 2021-09-30 | 107 | $462.2M | 0 | |
| 2021-06-30 | 78 | $428.3M | 87 | |
| 2021-03-31 | 2018 | $332.9M | 46 | |
| 2020-12-31 | 274 | $242.1M | 38 | |
| 2020-09-30 | 249 | $198.3M | 9 | |
| 2020-06-30 | 238 | $186.0M | 24 | |
| 2020-03-31 | 215 | $168.1M | 43 | |
| 2019-12-31 | 243 | $160.5M | 0 |
Meridian Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: Nvr INC (NVR); New buy: Lockheed Martin CORP (LMT); New buy: Colgate-palmolive Co (CL); New buy: Chevron CORP (CVX); Sold out: Unitedhealth Group INC (UNH).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.4% | +4.20% | Add |
| 2 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +3.29% | Add |
| 3 | VLUE | Ishares Msci USA Value Facto | +0.2% | +1.38% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.99% | Add |
| 5 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +2.20% | Add |
| 6 | MBB | Ishares Mbs ETF | +0.1% | +4.50% | Add |
| 7 | SCHO | Schwab Short-term US Treas | +0.1% | +4.33% | Add |
| 8 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +3.90% | Add |
| 9 | DFAS | Dimensional US Small Cap ETF | +0.1% | +6.52% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | 0% | +25.65% | Add |
| 11 | JNJ | Johnson & Johnson | 0% | +32.65% | Add |
| 12 | XOM | Exxon Mobil CORP | 0% | +1.92% | Add |
| 13 | 260 | Centessa Pharmaceuticals-adr | 0% | — | Unchanged |
| 14 | QQQ | Invesco Qqq Trust Series 1 | 0% | +84.74% | Add |
| 15 | PPG | Ppg Industries INC | 0% | -1.96% | Trim |
| 16 | TSLA | Tesla INC | 0% | +1.56% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | -5.82% | Trim |
| 18 | META | Meta Platforms Inc-class A | 0% | -1.76% | Trim |
| 19 | QUAL | Ishares Msci USA Quality Fac | 0% | +2.38% | Add |
| 20 | DFAU | Dimensional US Core Equity M | 0% | +3.44% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.96% | Trim |
| 22 | SPGI | S&p Global INC | -0.1% | -17.95% | Trim |
| 23 | MUB | Ishares National Muni Bond E | -0.1% | -0.74% | Trim |
| 24 | AAPL | Apple INC | -0.1% | +1.45% | Add |
| 25 | SCHB | Schwab US Broad Market ETF | -0.1% | +2.89% | Add |
| 26 | MSFT | Microsoft CORP | -0.1% | +4.73% | Add |
| 27 | IVW | Ishares S&p 500 Growth ETF | -0.2% | +5.03% | Add |
| 28 | SCHX | Schwab US Large-cap ETF | -0.3% | +2.78% | Add |
| 29 | DFAC | Dimensional US Core Equity 2 | -0.9% | -4.28% | Trim |
| 30 | NVR | Nvr INC | — | NEW | New buy |
| 31 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 32 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 33 | CVX | Chevron CORP | — | NEW | New buy |
| 34 | UNH | Unitedhealth Group INC | — | EXIT | Sold out |
| 35 | AIRR | First Trust Rba American Ind | — | NEW | New buy |
| 36 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 37 | AMAT | Applied Materials INC | — | NEW | New buy |
| 38 | MU | Micron Technology INC | — | NEW | New buy |
| 39 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 40 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 41 | LIN | Linde plc | — | NEW | New buy |
| 42 | VERX | Vertex INC - Class A | — | NEW | New buy |
| 43 | AXP | American Express Co | — | EXIT | Sold out |
| 44 | ADP | Automatic Data Processing | — | EXIT | Sold out |
| 45 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 46 | MS | Morgan Stanley | — | EXIT | Sold out |
| 47 | IWF | Ishares Russell 1000 Growth | — | EXIT | Sold out |
| 48 | GILD | Gilead Sciences INC | — | NEW | New buy |
| 49 | NEE | Nextera Energy INC | — | NEW | New buy |
| 50 | PFS | Provident Financial Services | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-11 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-05 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-03 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-02 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-04 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-15 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | Amendment | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
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