# Meridian Wealth Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1781942. Source: https://holderbook.com/funds/1781942-meridian-wealth-partners-llc/

- Reported value: $826.1M
- Positions: 125
- Weight of the ten largest: 68.5%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $105.0M | 3,567,346 | 12.7% | 27 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $104.3M | 2,351,350 | 12.6% | 21 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $98.4M | 994,500 | 11.9% | 26 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $58.7M | 1,134,778 | 7.1% | 22 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $37.9M | 275,265 | 4.6% | 8 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $35.9M | 288,300 | 4.3% | 8 |
| ISHARES TR | [VLUE](https://holderbook.com/stocks/VLUE/) | $34.0M | 170,213 | 4.1% | 24 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $32.1M | 336,456 | 3.9% | 27 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $31.1M | 844,650 | 3.8% | 20 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $28.1M | 297,555 | 3.4% | 14 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $27.1M | 937,426 | 3.3% | 27 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $25.2M | 115,000 | 3.1% | 26 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $22.9M | 276,484 | 2.8% | 14 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $18.5M | 241,314 | 2.2% | 8 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $16.4M | 152,797 | 2.0% | 27 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $14.1M | 582,657 | 1.7% | 27 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $11.5M | 38,156 | 1.4% | 26 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $10.5M | 36,455 | 1.3% | 27 |
| PPG INDS INC | [PPG](https://holderbook.com/stocks/PPG/) | $9.5M | 78,167 | 1.1% | 7 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $8.5M | 230,886 | 1.0% | 27 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $6.9M | 18,686 | 0.8% | 27 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $6.6M | 61,596 | 0.8% | 27 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $5.8M | 70,708 | 0.7% | 8 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $5.1M | 6,759 | 0.6% | 27 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.4M | 21,787 | 0.5% | 14 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.8M | 7,447 | 0.3% | 27 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.5M | 3,640 | 0.3% | 27 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $2.5M | 29,289 | 0.3% | 27 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.1M | 8,881 | 0.3% | 27 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $2.1M | 41,159 | 0.3% | 27 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.8M | 5,174 | 0.2% | 27 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.8M | 5,222 | 0.2% | 27 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.8M | 6,030 | 0.2% | 27 |
| NVR INC | [NVR](https://holderbook.com/stocks/NVR/) | $1.8M | 262 | 0.2% | 2 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $1.8M | 20,809 | 0.2% | 27 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $1.6M | 9,531 | 0.2% | 26 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.5M | 3,898 | 0.2% | 13 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.4M | 19,139 | 0.2% | 27 |
| MERIDIAN CORP | [MRBK](https://holderbook.com/stocks/MRBK/) | $1.3M | 66,850 | 0.2% | 27 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,752 | 0.2% | 27 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.3M | 2,273 | 0.2% | 12 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $1.2M | 26,791 | 0.1% | 12 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $1.1M | 35,975 | 0.1% | 27 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.0M | 1,857 | 0.1% | 27 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $964.6K | 836 | 0.1% | 2 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $960.7K | 2,284 | 0.1% | 27 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $955.5K | 3,152 | 0.1% | 27 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $928.3K | 2,836 | 0.1% | 27 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $899.6K | 2,442 | 0.1% | 27 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $839.6K | 3,306 | 0.1% | 27 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $777.7K | 5,688 | 0.1% | 27 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $752.5K | 6,296 | 0.1% | 5 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.1% | 6 |
| COMMUNITY FINANCIAL SYSTEM I | [CBU](https://holderbook.com/stocks/CBU/) | $731.0K | 10,890 | 0.1% | 6 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $727.7K | 607 | 0.1% | 13 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $706.4K | 2,807 | 0.1% | 19 |
| FULTON FINL CORP PA | [FULT](https://holderbook.com/stocks/FULT/) | $666.2K | 27,542 | 0.1% | 27 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $654.0K | 3,001 | 0.1% | 11 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $623.5K | 7,738 | 0.1% | 27 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $615.2K | 2,600 | 0.1% | 27 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $590.4K | 2,398 | 0.1% | 14 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $581.5K | 790 | 0.1% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $537.9K | 4,749 | 0.1% | 16 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $537.7K | 9,831 | 0.1% | 22 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $534.8K | 5,834 | 0.1% | 2 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $517.4K | 716 | 0.1% | 2 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $515.3K | 1,265 | 0.1% | 27 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $495.6K | 4,219 | 0.1% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $492.2K | 1,435 | 0.1% | 15 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $478.8K | 13,251 | 0.1% | 15 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $469.8K | 8,073 | 0.1% | 12 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $469.1K | 10,022 | 0.1% | 12 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $468.3K | 5,436 | 0.1% | 8 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $467.8K | 626 | 0.1% | 27 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $460.9K | 1,705 | 0.1% | 27 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $455.0K | 1,111 | 0.1% | 27 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $425.4K | 3,046 | 0.1% | 1 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $423.0K | 4,161 | 0.1% | 3 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $421.5K | 827 | 0.1% | 2 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $420.8K | 2,218 | 0.1% | 10 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $418.1K | 393 | 0.1% | 3 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $405.0K | 1,837 | 0.0% | 27 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $404.0K | 2,233 | 0.0% | 8 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $386.5K | 2,637 | 0.0% | 15 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $368.2K | 863 | 0.0% | 10 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $352.8K | 6,192 | 0.0% | 11 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $352.0K | 4,940 | 0.0% | 27 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $351.8K | 376 | 0.0% | 13 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $347.4K | 1,605 | 0.0% | 15 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $343.9K | 1,805 | 0.0% | 5 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $336.7K | 4,109 | 0.0% | 13 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $321.5K | 742 | 0.0% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $320.3K | 771 | 0.0% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $317.5K | 618 | 0.0% | 14 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $314.7K | 1,278 | 0.0% | 10 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $311.5K | 137 | 0.0% | 1 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $300.8K | 13,006 | 0.0% | 27 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $291.6K | 288 | 0.0% | 5 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $289.3K | 1,973 | 0.0% | 27 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $274.1K | 2,133 | 0.0% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.8% | +14.8% | -3.0% | 100% |
| Q1 2026 | -1.7% | -4.6% | +3.0% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 100% |
| Q3 2025 | +6.2% | +7.8% | -1.7% | 100% |
| Q2 2025 | +7.3% | +10.5% | -3.2% | 100% |
| Q1 2025 | -2.2% | -4.6% | +2.3% | 100% |
| Q4 2024 | -1.1% | +2.1% | -3.2% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $826.1M | 125 |
| Q1 2026 | $728.6M | 118 |
| Q4 2025 | $725.6M | 113 |
| Q3 2025 | $726.6M | 113 |
| Q2 2025 | $689.7M | 111 |
| Q1 2025 | $626.6M | 103 |
| Q4 2024 | $659.1M | 106 |
| Q3 2024 | $643.0M | 108 |
| Q2 2024 | $566.4M | 107 |
| Q1 2024 | $554.1M | 107 |
| Q4 2023 | $523.8M | 101 |
| Q3 2023 | $480.2M | 95 |