Meridian Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Meridian Wealth Partners, LLC held in its portfolio 113 assets valued at $725,577,396 (i.e. $725.58M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($98.46M), SCHWAB STRATEGIC TR ($91.65M), and ISHARES TR ($90.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 113 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Meridian Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2487016 | 98460976 | US CORE EQUITY 2 |
| SCHWAB STRATEGIC TR | 3405743 | 91648543 | US LRG CAP ETF |
| ISHARES TR | 905119 | 90403299 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 1078128 | 50456391 | US CORE EQT MKT |
| ISHARES TR | 259483 | 31983875 | S&P 500 GRWT ETF |
| ISHARES TR | 268250 | 30559068 | EAFE GRWTH ETF |
| DIMENSIONAL ETF TRUST | 884890 | 28962454 | WORLD EX US CORE |
| ISHARES TR | 322208 | 27271682 | CORE MSCI TOTAL |
| ISHARES TR | 268260 | 25543722 | MBS ETF |
| ISHARES TR | 183699 | 25117175 | MSCI USA VALUE |
| SCHWAB STRATEGIC TR | 895438 | 23487342 | US BRD MKT ETF |
| ISHARES TR | 110775 | 22002132 | MSCI USA QLT FCT |
| ISHARES INC | 281328 | 18910869 | CORE MSCI EMKT |
| ISHARES TR | 172905 | 18519855 | NATIONAL MUN ETF |
| ISHARES TR | 231096 | 16502560 | EAFE VALUE ETF |
| SCHWAB STRATEGIC TR | 520155 | 12676169 | SHT TM US TRES |
| APPLE INC | 36956 | 10046690 | COM |
| ISHARES TR | 38021 | 9359250 | RUSSELL 2000 ETF |
| PPG INDS INC | 80687 | 8267166 | COM |
| ISHARES TR | 70474 | 7519576 | SHRT NAT MUN ETF |
| SCHWAB STRATEGIC TR | 242388 | 7288618 | US MID-CAP ETF |
| ISHARES TR | 6987 | 4785819 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 65703 | 4577529 | US SMALL CAP ETF |
| NVIDIA CORPORATION | 19037 | 3550463 | COM |
| MICROSOFT CORP | 6868 | 3321342 | COM |
| VANGUARD INTL EQUITY INDEX F | 31433 | 2312242 | ALLWRLD EX US |
| VANGUARD MUN BD FDS | 41165 | 2070188 | TAX EXEMPT BD |
| VANGUARD INDEX FDS | 5657 | 1896684 | TOTAL STK MKT |
| HOME DEPOT INC | 5462 | 1879317 | COM |
| VANGUARD INDEX FDS | 2838 | 1779940 | S&P 500 ETF SHS |
| AMAZON COM INC | 7473 | 1724883 | COM |
| ALPHABET INC | 5322 | 1665652 | CAP STK CL A |
| VANGUARD STAR FDS | 19806 | 1494165 | VG TL INTL STK F |
| VANGUARD BD INDEX FDS | 20065 | 1486215 | TOTAL BND MRKT |
| ISHARES TR | 9561 | 1421626 | CORE S&P TTL STK |
| BROADCOM INC | 3647 | 1262335 | COM |
| META PLATFORMS INC | 1818 | 1200265 | CL A |
| MERIDIAN CORPORATION | 66839 | 1175029 | COM |
| ALPHABET INC | 3596 | 1128426 | CAP STK CL C |
| TEXAS INSTRS INC | 5971 | 1035919 | COM |
| ISHARES TR | 21390 | 995491 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 35532 | 974644 | US DIVIDEND EQ |
| SPDR GOLD TR | 2442 | 967790 | GOLD SHS |
| S&P GLOBAL INC | 1772 | 926227 | COM |
| JPMORGAN CHASE & CO. | 2843 | 916232 | COM |
| TESLA INC | 1987 | 893595 | COM |
| VANGUARD INDEX FDS | 3360 | 866687 | SMALL CP ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| EXXON MOBIL CORP | 5510 | 663104 | COM |
| COMMUNITY FINANCIAL SYSTEM I | 10890 | 625533 | COM |
| ADVANCED MICRO DEVICES INC | 2877 | 616139 | COM |
| VANGUARD INDEX FDS | 3185 | 608304 | VALUE ETF |
| ELI LILLY & CO | 560 | 601464 | COM |
| ABBVIE INC | 2577 | 588896 | COM |
| VANGUARD SPECIALIZED FUNDS | 2596 | 570510 | DIV APP ETF |
| VANGUARD INDEX FDS | 2608 | 545385 | EXTEND MKT ETF |
| MCDONALDS CORP | 1784 | 545245 | COM |
| VANGUARD INDEX FDS | 1871 | 543002 | MID CAP ETF |
| FULTON FINL CORP PA | 27520 | 531963 | COM |
| JOHNSON & JOHNSON | 2496 | 516548 | COM |
| WALMART INC | 4477 | 498783 | COM |
| VANGUARD SCOTTSDALE FDS | 8344 | 490044 | SHORT TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 10354 | 487467 | MTG-BKD SECS ETF |
| VISA INC | 1362 | 477551 | COM CL A |
| VANGUARD WORLD FD | 612 | 461164 | INF TECH ETF |
| ISHARES INC | 10298 | 454863 | ESG AWR MSCI EM |
| CENTESSA PHARMACEUTICALS PLC | 18101 | 452707 | SPONSORED ADS |
| LOWES COS INC | 1750 | 421950 | COM |
| VANGUARD INDEX FDS | 859 | 419072 | GROWTH ETF |
| ORACLE CORP | 2133 | 415744 | COM |
| ISHARES TR | 1111 | 414967 | RUS 1000 ETF |
| SPDR S&P 500 ETF TR | 606 | 413431 | TR UNIT |
| SCHWAB STRATEGIC TR | 13250 | 377369 | US SML CAP ETF |
| ISHARES GOLD TR | 4554 | 369649 | ISHARES NEW |
| BANK AMERICA CORP | 6645 | 365478 | COM |
| CISCO SYS INC | 4726 | 364070 | COM |
| BOEING CO | 1667 | 361868 | COM |
| SCHWAB STRATEGIC TR | 15376 | 359338 | US AGGREGATE B |
| RTX CORPORATION | 1947 | 357019 | COM |
| MASTERCARD INCORPORATED | 602 | 343775 | CL A |
| ISHARES TR | 863 | 334018 | RUSSELL 3000 ETF |
| VANGUARD TAX-MANAGED FDS | 5040 | 314849 | VAN FTSE DEV MKT |
| INVESCO QQQ TR | 498 | 305730 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 4109 | 304765 | US EQUITY MARKET |
| PROCTER AND GAMBLE CO | 2116 | 303245 | COM |
| NETFLIX INC | 3206 | 300575 | COM |
| COSTCO WHSL CORP NEW | 342 | 294930 | COM |
| TE CONNECTIVITY PLC | 1250 | 284389 | ORD SHS |
| ROCKET LAB CORP | 4051 | 282599 | COM |
| PHILIP MORRIS INTL INC | 1726 | 276904 | COM |
| PNC FINL SVCS GROUP INC | 1274 | 265953 | COM |
| SELECT SECTOR SPDR TR | 1805 | 259848 | STATE STREET TEC |
| UNITEDHEALTH GROUP INC | 781 | 257707 | COM |
| GOLDMAN SACHS GROUP INC | 284 | 249929 | COM |
| APPLOVIN CORP | 370 | 249314 | COM CL A |
| VANGUARD WHITEHALL FDS | 1700 | 243984 | HIGH DIV YLD |
| THERMO FISHER SCIENTIFIC INC | 421 | 243949 | COM |
| WELLS FARGO CO NEW | 2501 | 233063 | COM |
| COMCAST CORP NEW | 7738 | 231294 | CL A |
| MERCK & CO INC | 2188 | 230345 | COM |
| ABBOTT LABS | 1833 | 229699 | COM |
| PALANTIR TECHNOLOGIES INC | 1281 | 227699 | CL A |
| COCA COLA CO | 3238 | 226346 | COM |
| GE AEROSPACE | 709 | 218326 | COM NEW |
| DUKE ENERGY CORP NEW | 1857 | 217660 | COM NEW |
| AMERICAN EXPRESS CO | 584 | 215931 | COM |
| AUTOMATIC DATA PROCESSING IN | 837 | 215300 | COM |
| CATERPILLAR INC | 374 | 214020 | COM |
| MORGAN STANLEY | 1203 | 213600 | COM NEW |
| ISHARES TR | 449 | 212512 | RUS 1000 GRW ETF |
| PROLOGIS INC. | 1601 | 204408 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 2505 | 201176 | COM |
| WASTE MGMT INC DEL | 910 | 200010 | COM |
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