Meridian Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Meridian Wealth Partners, Llc disclosed 124 stock positions valued at approximately $826.11M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, DIMENSIONAL ETF TRUST, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 124
- Portfolio Value
- $826.11M
Holdings by Sector
Meridian Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 12.71% | 3,567,346 | +66,906 | +1.91% | $104,986,990 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 12.63% | 2,351,350 | -29,270 | -1.23% | $104,305,879 |
| ISHARES TR | AGG | Other | 11.92% | 994,500 | +51,327 | +5.44% | $98,435,601 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 7.10% | 1,134,778 | +19,562 | +1.75% | $58,656,666 |
| ISHARES TR | IVW | Other | 4.58% | 275,265 | +2,723 | +1.00% | $37,857,200 |
| ISHARES TR | EFG | Other | 4.34% | 288,300 | +9,594 | +3.44% | $35,870,231 |
| ISHARES TR | VLUE | Other | 4.12% | 170,213 | -16,021 | -8.60% | $34,010,296 |
| ISHARES TR | IXUS | Other | 3.89% | 336,456 | +3,647 | +1.10% | $32,111,358 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 3.77% | 844,650 | -7,819 | -0.92% | $31,116,920 |
| ISHARES TR | MBB | Other | 3.40% | 297,555 | +17,221 | +6.14% | $28,124,927 |
| SCHWAB STRATEGIC TR | SCHB | Other | 3.29% | 937,426 | +16,141 | +1.75% | $27,147,860 |
| ISHARES TR | QUAL | Other | 3.05% | 115,000 | +1,594 | +1.41% | $25,234,468 |
| ISHARES INC | IEMG | Other | 2.77% | 276,484 | -10,456 | -3.64% | $22,903,948 |
| ISHARES TR | EFV | Other | 2.24% | 241,314 | +5,134 | +2.17% | $18,472,604 |
| ISHARES TR | MUB | Other | 1.99% | 152,797 | -18,821 | -10.97% | $16,444,014 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.70% | 582,657 | +40,004 | +7.37% | $14,065,341 |
| ISHARES TR | IWM | Other | 1.39% | 38,156 | +140 | +0.37% | $11,463,971 |
| APPLE INC | AAPL | Technology | 1.28% | 36,455 | -1,036 | -2.76% | $10,548,553 |
| PPG INDS INC | PPG | Basic Materials | 1.15% | 78,167 | -937 | -1.18% | $9,480,846 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.03% | 230,886 | -2,156 | -0.93% | $8,512,777 |
| VANGUARD INDEX FDS | VTI | Other | 0.84% | 18,686 | +12,788 | +216.82% | $6,914,684 |
| ISHARES TR | SUB | Other | 0.79% | 61,596 | -8,113 | -11.64% | $6,558,127 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.70% | 70,708 | +718 | +1.03% | $5,822,097 |
| ISHARES TR | IVV | Other | 0.61% | 6,759 | -91 | -1.33% | $5,062,078 |
| NVIDIA CORPORATION | NVDA | Technology | 0.53% | 21,787 | +690 | +3.27% | $4,359,428 |
| MICROSOFT CORP | MSFT | Technology | 0.34% | 7,447 | +254 | +3.53% | $2,777,994 |
| VANGUARD INDEX FDS | VOO | Other | 0.30% | 3,640 | +74 | +2.08% | $2,500,201 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.30% | 29,289 | -317 | -1.07% | $2,452,916 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.26% | 8,881 | +597 | +7.21% | $2,116,620 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.25% | 41,159 | -6 | -0.01% | $2,081,823 |
Showing 30 of 124 holdings in the latest reporting period.