CIK 1781942
Meridian Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
113
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 113
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 2.5M | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 3.4M | $1M+ | SH |
| AGG | ISHARES TR | 905K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| IVW | ISHARES TR | 259K | $1M+ | SH |
| EFG | ISHARES TR | 268K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 885K | $1M+ | SH |
| IXUS | ISHARES TR | 322K | $1M+ | SH |
| MBB | ISHARES TR | 268K | $1M+ | SH |
| VLUE | ISHARES TR | 184K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 895K | $1M+ | SH |
| QUAL | ISHARES TR | 111K | $1M+ | SH |
| IEMG | ISHARES INC | 281K | $1M+ | SH |
| MUB | ISHARES TR | 173K | $1M+ | SH |
| EFV | ISHARES TR | 231K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 520K | $1M+ | SH |
| AAPL | APPLE INC | 37K | $1M+ | SH |
| IWM | ISHARES TR | 38K | $1M+ | SH |
| PPG | PPG INDS INC | 81K | $1M+ | SH |
| SUB | ISHARES TR | 70K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 242K | $1M+ | SH |
| IVV | ISHARES TR | 7K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 19K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 31K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 41K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 20K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 20K | $1M+ | SH |
| ITOT | ISHARES TR | 10K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| MRBK | MERIDIAN CORPORATION | 67K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 6K | $1M+ | SH |
| IUSB | ISHARES TR | 21K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 36K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| CBU | COMMUNITY FINANCIAL SYSTEM I | 11K | $500K+ | SH |