Meridian Wealth Partners, Llc Portfolio Stock Holdings
Meridian Wealth Partners, Llc disclosed 118 stock positions valued at approximately $728.6 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, DIMENSIONAL ETF TRUST, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 118
- Portfolio Value
- $728.6M
Holdings by Sector
Meridian Wealth Partners, Llc Portfolio Holdings in Q1 2026
117 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | Other | 12.85% | 943,173 | +38,054 | +4.20% | $93,628,822 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 12.70% | 2,380,620 | -106,396 | -4.28% | $92,510,882 |
| SCHWAB STRATEGIC TR | SCHX | Other | 12.32% | 3,500,440 | +94,697 | +2.78% | $89,751,270 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 6.91% | 1,115,216 | +37,088 | +3.44% | $50,318,553 |
| ISHARES TR | EFG | Other | 4.26% | 278,706 | +10,456 | +3.90% | $31,039,514 |
| ISHARES TR | IVW | Other | 4.23% | 272,542 | +13,059 | +5.03% | $30,827,228 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 3.97% | 852,469 | -32,421 | -3.66% | $28,958,376 |
| ISHARES TR | IXUS | Other | 3.96% | 332,809 | +10,601 | +3.29% | $28,834,569 |
| ISHARES TR | MBB | Other | 3.65% | 280,334 | +12,074 | +4.50% | $26,617,726 |
| ISHARES TR | VLUE | Other | 3.63% | 186,234 | +2,535 | +1.38% | $26,480,631 |
| SCHWAB STRATEGIC TR | SCHB | Other | 3.17% | 921,285 | +25,847 | +2.89% | $23,124,256 |
| ISHARES TR | QUAL | Other | 2.99% | 113,406 | +2,631 | +2.38% | $21,752,414 |
| ISHARES INC | IEMG | Other | 2.75% | 286,940 | +5,612 | +1.99% | $20,014,065 |
| ISHARES TR | MUB | Other | 2.50% | 171,618 | -1,287 | -0.74% | $18,217,251 |
| ISHARES TR | EFV | Other | 2.41% | 236,180 | +5,084 | +2.20% | $17,560,010 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.81% | 542,653 | +22,498 | +4.33% | $13,170,183 |
| APPLE INC | AAPL | Technology | 1.31% | 37,491 | +535 | +1.45% | $9,514,888 |
| ISHARES TR | IWM | Other | 1.29% | 38,016 | -5 | -0.01% | $9,427,968 |
| PPG INDS INC | PPG | Basic Materials | 1.16% | 79,104 | -1,583 | -1.96% | $8,454,611 |
| ISHARES TR | SUB | Other | 1.02% | 69,709 | -765 | -1.09% | $7,424,009 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.99% | 233,042 | -9,346 | -3.86% | $7,214,987 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.68% | 69,990 | +4,287 | +6.52% | $4,978,389 |
| ISHARES TR | IVV | Other | 0.61% | 6,850 | -137 | -1.96% | $4,474,697 |
| NVIDIA CORPORATION | NVDA | Technology | 0.51% | 21,097 | +2,060 | +10.82% | $3,679,375 |
| MICROSOFT CORP | MSFT | Technology | 0.37% | 7,193 | +325 | +4.73% | $2,662,511 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.31% | 29,606 | -1,827 | -5.81% | $2,223,385 |
| VANGUARD INDEX FDS | VOO | Other | 0.29% | 3,566 | +728 | +25.65% | $2,131,019 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.28% | 41,165 | - | - | $2,053,722 |
| VANGUARD INDEX FDS | VTI | Other | 0.26% | 5,898 | +241 | +4.26% | $1,892,196 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.25% | 5,430 | -32 | -0.59% | $1,785,794 |
| NVR INC | NVR | Consumer Cyclical | 0.24% | 262 | +262 | +100.00% | $1,726,536 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.24% | 8,284 | +811 | +10.85% | $1,725,240 |
| VANGUARD STAR FDS | VXUS | Other | 0.21% | 20,191 | +385 | +1.94% | $1,556,929 |
| VANGUARD BD INDEX FDS | BND | Other | 0.20% | 19,881 | -184 | -0.92% | $1,464,037 |
| ALPHABET INC | GOOGL | Communication Services | 0.20% | 5,012 | -310 | -5.82% | $1,441,108 |
| ISHARES TR | ITOT | Other | 0.19% | 9,531 | -30 | -0.31% | $1,357,501 |
| MERIDIAN CORP | MRBK | Financial Services | 0.17% | 66,839 | - | - | $1,267,267 |
| BROADCOM INC | AVGO | Technology | 0.16% | 3,797 | +150 | +4.11% | $1,175,307 |
| TEXAS INSTRS INC | TXN | Technology | 0.16% | 6,011 | +40 | +0.67% | $1,166,987 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.15% | 35,966 | +434 | +1.22% | $1,103,438 |
| ALPHABET INC | GOOG | Communication Services | 0.15% | 3,708 | +112 | +3.11% | $1,063,678 |
| SPDR GOLD TR | GLD | Other | 0.14% | 2,442 | - | - | $1,050,769 |
| META PLATFORMS INC | META | Communication Services | 0.14% | 1,786 | -32 | -1.76% | $1,022,016 |
| ISHARES TR | IUSB | Other | 0.13% | 21,057 | -333 | -1.56% | $972,623 |
| EXXON MOBIL CORP | XOM | Energy | 0.13% | 5,616 | +106 | +1.92% | $952,739 |
| VANGUARD INDEX FDS | VB | Other | 0.11% | 3,197 | -163 | -4.85% | $837,360 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.11% | 2,828 | -15 | -0.53% | $831,886 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 3,311 | +815 | +32.65% | $809,342 |
| TESLA INC | TSLA | Consumer Cyclical | 0.10% | 2,018 | +31 | +1.56% | $750,192 |
| CENTESSA PHARMACEUTICALS PLC | CNTA | Healthcare | 0.10% | 18,101 | - | - | $718,972 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.10% | 1 | - | - | $718,140 |
| COMMUNITY FINANCIAL SYSTEM I | CBU | Financial Services | 0.09% | 10,890 | - | - | $638,710 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.08% | 1,454 | -318 | -17.95% | $618,606 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.08% | 3,017 | +140 | +4.87% | $613,749 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 2,794 | +217 | +8.42% | $607,741 |
| WALMART INC | WMT | Consumer Defensive | 0.08% | 4,675 | +198 | +4.42% | $581,010 |
| VANGUARD INDEX FDS | VTV | Other | 0.08% | 2,959 | -226 | -7.10% | $580,556 |
| FULTON FINL CORP PA | FULT | Financial Services | 0.08% | 27,520 | - | - | $559,758 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.08% | 2,598 | +2 | +0.08% | $558,696 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.08% | 1,780 | -4 | -0.22% | $553,207 |
| VANGUARD WORLD FD | VGT | Other | 0.08% | 786 | +174 | +28.43% | $548,377 |
| VANGUARD INDEX FDS | VO | Other | 0.07% | 1,871 | - | - | $537,314 |
| VANGUARD INDEX FDS | VXF | Other | 0.07% | 2,608 | - | - | $536,727 |
| INVESCO QQQ TR | QQQ | Other | 0.07% | 920 | +422 | +84.74% | $530,841 |
| ELI LILLY & CO | LLY | Healthcare | 0.07% | 576 | +16 | +2.86% | $529,482 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.07% | 833 | +833 | +100.00% | $503,686 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.07% | 8,344 | - | - | $488,458 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.07% | 10,354 | - | - | $486,121 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.07% | 5,610 | +5,610 | +100.00% | $478,113 |
| ISHARES INC | ESGE | Other | 0.06% | 9,891 | -407 | -3.95% | $449,744 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.06% | 1,868 | +118 | +6.74% | $441,293 |
| RTX CORPORATION | RTX | Industrials | 0.06% | 2,229 | +282 | +14.48% | $429,910 |
| VISA INC | V | Financial Services | 0.06% | 1,354 | -8 | -0.59% | $409,133 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.06% | 626 | +20 | +3.30% | $407,349 |
| ISHARES TR | IWB | Other | 0.05% | 1,111 | - | - | $396,210 |
| VANGUARD INDEX FDS | VUG | Other | 0.05% | 906 | +47 | +5.47% | $395,732 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.05% | 13,251 | +1 | +0.01% | $385,330 |
| CISCO SYS INC | CSCO | Technology | 0.05% | 4,799 | +73 | +1.54% | $372,381 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.05% | 373 | +31 | +9.06% | $371,682 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.05% | 2,168 | +442 | +25.61% | $358,513 |
| BOEING CO | BA | Industrials | 0.05% | 1,791 | +124 | +7.44% | $356,397 |
| NETFLIX INC. | NFLX | Communication Services | 0.05% | 3,452 | +246 | +7.67% | $331,891 |
| ISHARES TR | IWV | Other | 0.05% | 891 | +28 | +3.24% | $330,436 |
| ORACLE CORP | ORCL | Technology | 0.04% | 2,204 | +71 | +3.33% | $324,231 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.04% | 5,040 | - | - | $322,964 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.04% | 13,507 | -1,869 | -12.16% | $313,633 |
| BANK AMERICA CORP | BAC | Financial Services | 0.04% | 6,299 | -346 | -5.21% | $307,087 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.04% | 613 | +11 | +1.83% | $306,383 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.04% | 2,031 | -85 | -4.02% | $293,359 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.04% | 4,109 | - | - | $291,370 |
| CHEVRON CORPORATION | CVX | Energy | 0.04% | 1,333 | +1,333 | +100.00% | $275,867 |
| CATERPILLAR INC | CAT | Industrials | 0.04% | 386 | +12 | +3.21% | $273,177 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.04% | 1,285 | +11 | +0.86% | $267,426 |
| MERCK & CO INC | MRK | Healthcare | 0.04% | 2,205 | +17 | +0.78% | $265,281 |
| ISHARES GOLD TR | IAU | Other | 0.04% | 2,993 | -1,561 | -34.28% | $263,863 |
| TE CONNECTIVITY PLC | TEL | Other | 0.04% | 1,230 | -20 | -1.60% | $257,095 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.03% | 2,280 | +2,280 | +100.00% | $252,579 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.03% | 1,700 | - | - | $251,770 |
| COCA COLA CO | KO | Consumer Defensive | 0.03% | 3,269 | +31 | +0.96% | $248,583 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.03% | 1,887 | +30 | +1.62% | $247,084 |