Meridian Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Meridian Wealth Partners, LLC reported 125 stock positions worth $826.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 12.7% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 12.6%) and iShares Core U.S. Aggregate (AGG, 11.9%). Compared with Q1 2026, it opened 14 new positions, sold out of 7, added to 53 and reduced 46. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +217%) and the biggest sale iShares National Muni Bond E (MUB, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- EXTON, PA
- CIK
- 0001781942
- Portfolio Value
- $826.1M (Q2 2026)
- SEC Filing
- 0001951757-26-001239 ↗ filed Aug 12, 2026
Holdings Value
Holdings 125 stocks · $826.1M
| SCHX Schwab US Large-Cap ETF | 12.71% | 3,567,346 | $105.0M | Add +1.9% |
| DFAC Dimensional US Core Equity 2 | 12.63% | 2,351,350 | $104.3M | Reduce -1.2% |
| AGG iShares Core U.S. Aggregate | 11.92% | 994,500 | $98.4M | Add +5.4% |
| DFAU Dimensional US Core Equity M | 7.10% | 1,134,778 | $58.7M | Add +1.8% |
| IVW iShares S&P 500 Growth ETF | 4.58% | 275,265 | $37.9M | Add +1.0% |
| EFG iShares MSCI Eafe Growth ETF | 4.34% | 288,300 | $35.9M | Add +3.4% |
| VLUE iShares MSCI USA Value Facto | 4.12% | 170,213 | $34.0M | Reduce -8.6% |
| IXUS iShares Core Intl Stock ETF | 3.89% | 336,456 | $32.1M | Add +1.1% |
| DFAX Dimensional World Ex US Core | 3.77% | 844,650 | $31.1M | Reduce -0.9% |
| MBB iShares MBS ETF | 3.40% | 297,555 | $28.1M | Add +6.1% |
| SCHB Schwab US Broad Market ETF | 3.29% | 937,426 | $27.1M | Add +1.8% |
| QUAL iShares MSCI USA Quality Fac | 3.05% | 115,000 | $25.2M | Add +1.4% |
| IEMG iShares Core MSCI Emerging | 2.77% | 276,484 | $22.9M | Reduce -3.6% |
| EFV iShares MSCI Eafe Value ETF | 2.24% | 241,314 | $18.5M | Add +2.2% |
| MUB iShares National Muni Bond E | 1.99% | 152,797 | $16.4M | Reduce -11.0% |
| SCHO Schwab Short-Term US Treas | 1.70% | 582,657 | $14.1M | Add +7.4% |
| IWM iShares Russell 2000 ETF | 1.39% | 38,156 | $11.5M | Add +0.4% |
| AAPL Apple Inc. | 1.28% | 36,455 | $10.5M | Reduce -2.8% |
| PPG PPG Industries Inc. | 1.15% | 78,167 | $9.5M | Reduce -1.2% |
| SCHM Schwab US Mid Cap ETF | 1.03% | 230,886 | $8.5M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.84% | 18,686 | $6.9M | Add +216.8% |
| SUB iShares Short-Term National | 0.79% | 61,596 | $6.6M | Reduce -11.6% |
| DFAS Dimensional US Small Cap ETF | 0.70% | 70,708 | $5.8M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 0.61% | 6,759 | $5.1M | Reduce -1.3% |
| NVDA Nvidia Corp. | 0.53% | 21,787 | $4.4M | Add +3.3% |
| MSFT Microsoft Corp. | 0.34% | 7,447 | $2.8M | Add +3.5% |
| VOO Vanguard S&P 500 ETF | 0.30% | 3,640 | $2.5M | Add +2.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.30% | 29,289 | $2.5M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.26% | 8,881 | $2.1M | Add +7.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 41,159 | $2.1M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 0.22% | 5,174 | $1.8M | Add +3.2% |
| HD Home Depot Inc. | 0.22% | 5,222 | $1.8M | Reduce -3.8% |
| TXN Texas Instruments Inc. | 0.22% | 6,030 | $1.8M | Add +0.3% |
| NVR NVR Inc. | 0.22% | 262 | $1.8M | No change |
| VXUS Vanguard Total Intl Stock | 0.22% | 20,809 | $1.8M | Add +3.1% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 9,531 | $1.6M | No change |
| AVGO Broadcom Inc. | 0.18% | 3,898 | $1.5M | Add +2.7% |
| BND Vanguard Total Bond Market | 0.17% | 19,139 | $1.4M | Reduce -3.7% |
| MRBK Meridian Corp. | 0.16% | 66,850 | $1.3M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.16% | 3,752 | $1.3M | Add +1.2% |
| AMD Advanced Micro Devices | 0.16% | 2,273 | $1.3M | Reduce -24.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.15% | 26,791 | $1.2M | Add +27.2% |
| SCHD Schwab US DVD Equity ETF | 0.14% | 35,975 | $1.1M | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.13% | 1,857 | $1.0M | Add +4.0% |
| MU Micron Technology Inc. | 0.12% | 836 | $965K | Add +19.3% |
| TSLA Tesla Inc. | 0.12% | 2,284 | $961K | Add +13.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 3,152 | $955K | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.11% | 2,836 | $928K | Add +0.3% |
| GLD SPDR Gold Shares | 0.11% | 2,442 | $900K | No change |
| JNJ Johnson & Johnson | 0.10% | 3,306 | $840K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.09% | 5,688 | $778K | Add +1.3% |
| VGT Vanguard Info Tech ETF | 0.09% | 6,296 | $753K | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 1 | $749K | No change |
| CBU Community Financial System I | 0.09% | 10,890 | $731K | No change |
| LLY Eli Lilly & Co. | 0.09% | 607 | $728K | Add +5.4% |
| ABBV Abbvie Inc. | 0.09% | 2,807 | $706K | Add +0.5% |
| FULT Fulton Financial Corp. | 0.08% | 27,542 | $666K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 3,001 | $654K | Add +1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 7,738 | $623K | Add +3.4% |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 2,600 | $615K | Add +0.1% |
| VXF Vanguard Extended Market ETF | 0.07% | 2,398 | $590K | Reduce -8.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 790 | $582K | Reduce -14.1% |
| WMT Walmart Inc. | 0.07% | 4,749 | $538K | Add +1.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 9,831 | $538K | Reduce -0.6% |
| CL Colgate-Palmolive Co. | 0.06% | 5,834 | $535K | Add +4.0% |
| AMAT Applied Materials Inc. | 0.06% | 716 | $517K | Reduce -0.8% |
| SPGI S&P Global Inc. | 0.06% | 1,265 | $515K | Reduce -13.0% |
| CSCO Cisco Systems Inc. | 0.06% | 4,219 | $496K | Reduce -12.1% |
| V Visa Inc. Class A | 0.06% | 1,435 | $492K | Add +6.0% |
| SCHA Schwab US Small-Cap ETF | 0.06% | 13,251 | $479K | No change |
| VGSH Vanguard Short-Term Treasury | 0.06% | 8,073 | $470K | Reduce -3.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.06% | 10,022 | $469K | Reduce -3.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 5,436 | $468K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 626 | $468K | No change |
| MCD McDonald's Corp. | 0.06% | 1,705 | $461K | Reduce -4.2% |
| IWB iShares Russell 1000 ETF | 0.06% | 1,111 | $455K | No change |
| INTC Intel Corp. | 0.05% | 3,046 | $425K | New |
| RKLB Rocket Lab Corp. | 0.05% | 4,161 | $423K | Add +2.2% |
| LMT Lockheed Martin Corp. | 0.05% | 827 | $422K | Reduce -0.7% |
| RTX RTX Corp. | 0.05% | 2,218 | $421K | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.05% | 393 | $418K | Add +1.8% |
| LOW Lowe's Cos Inc. | 0.05% | 1,837 | $405K | Reduce -1.7% |
| PM Philip Morris International | 0.05% | 2,233 | $404K | Add +3.0% |
| ORCL Oracle Corp. | 0.05% | 2,637 | $386K | Add +19.6% |
| IWV iShares Russell 3000 ETF | 0.04% | 863 | $368K | Reduce -3.1% |
| BAC Bank of America Corp. | 0.04% | 6,192 | $353K | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 4,940 | $352K | Reduce -2.0% |
| COST Costco Wholesale Corp. | 0.04% | 376 | $352K | Add +0.8% |
| BA The Boeing Co. | 0.04% | 1,605 | $347K | Reduce -10.4% |
| XLK SS Technology Select Sector | 0.04% | 1,805 | $344K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 4,109 | $337K | No change |
| LRCX Lam Research Corp. | 0.04% | 742 | $322K | New |
| UNH Unitedhealth Group Inc. | 0.04% | 771 | $320K | New |
| MA Mastercard Inc. Class A | 0.04% | 618 | $317K | Add +0.8% |
| PNC PNC Financial Services Group | 0.04% | 1,278 | $315K | Reduce -0.5% |
| SNDK Sandisk Corp. | 0.04% | 137 | $312K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.04% | 13,006 | $301K | Reduce -3.7% |
| GS Goldman Sachs Group Inc. | 0.04% | 288 | $292K | Add +2.9% |
| PG The Procter & Gamble Co. | 0.04% | 1,973 | $289K | Reduce -2.9% |
| MRK Merck & Co. Inc. | 0.03% | 2,133 | $274K | Reduce -3.3% |
Portfolio Sells Q1 2026 → Q2 2026
| MUB iShares National Muni Bond E | Reduce -11.0% | 1.99% | −0.51 |
| SUB iShares Short-Term National | Reduce -11.6% | 0.79% | −0.23 |
| DFAX Dimensional World Ex US Core | Reduce -0.9% | 3.77% | −0.21 |
| CNTA Centessa Pharmaceuticals Ltd. | Sold out | 0.00% | −0.10 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.2% | 12.63% | −0.07 |
| AIRR First Trust Rba American Ind | Sold out | 0.00% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -3.7% | 0.17% | −0.03 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.0% | 0.25% | −0.03 |
| AAPL Apple Inc. | Reduce -2.8% | 1.28% | −0.03 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.03 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.03 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.03 |
| SPGI S&P Global Inc. | Reduce -13.0% | 0.06% | −0.02 |
| HD Home Depot Inc. | Reduce -3.8% | 0.22% | −0.02 |
| MCD McDonald's Corp. | Reduce -4.2% | 0.06% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -0.7% | 0.05% | −0.02 |
| NFLX Netflix Inc. | Reduce -4.4% | 0.03% | −0.02 |
| PPG PPG Industries Inc. | Reduce -1.2% | 1.15% | −0.01 |
| CVX Chevron Corp. | Reduce -3.6% | 0.03% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.7% | 0.05% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -3.3% | 0.06% | −0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -3.2% | 0.06% | −0.01 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.10% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.1% | 0.30% | −0.01 |
| RTX RTX Corp. | Reduce -0.5% | 0.05% | −0.01 |
| BA The Boeing Co. | Reduce -10.4% | 0.04% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -14.7% | 0.03% | −0.01 |
| VERX Vertex Inc. Class A | Reduce -9.0% | 0.02% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -3.7% | 0.04% | −0.01 |
| TEL Te Connectivity PLC | Reduce -1.1% | 0.03% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 0.04% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.6% | 0.02% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -3.3% | 0.03% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.2% | 0.03% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.1% | 0.07% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -8.1% | 0.07% | −0.00 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.03% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.0% | 0.04% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 0.61% | −0.00 |
| IWV iShares Russell 3000 ETF | Reduce -3.1% | 0.04% | −0.00 |
| PFS Provident Financial Services | Reduce -0.0% | 0.03% | −0.00 |
| BAC Bank of America Corp. | Reduce -1.7% | 0.04% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.4% | 0.12% | +0.00 |
| PNC PNC Financial Services Group | Reduce -0.5% | 0.04% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -0.6% | 0.07% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -12.1% | 0.06% | +0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -3.6% | 2.77% | +0.03 |
| AMAT Applied Materials Inc. | Reduce -0.8% | 0.06% | +0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Add +216.8% | 0.84% | +0.58 |
| SCHX Schwab US Large-Cap ETF | Add +1.9% | 12.71% | +0.39 |
| IVW iShares S&P 500 Growth ETF | Add +1.0% | 4.58% | +0.35 |
| DFAU Dimensional US Core Equity M | Add +1.8% | 7.10% | +0.19 |
| SCHB Schwab US Broad Market ETF | Add +1.8% | 3.29% | +0.11 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 1.39% | +0.09 |
| MU Micron Technology Inc. | Add +19.3% | 0.12% | +0.08 |
| EFG iShares MSCI Eafe Growth ETF | Add +3.4% | 4.34% | +0.08 |
| QUAL iShares MSCI USA Quality Fac | Add +1.4% | 3.05% | +0.07 |
| TXN Texas Instruments Inc. | Add +0.3% | 0.22% | +0.06 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| UNH Unitedhealth Group Inc. | New | 0.04% | +0.04 |
| SNDK Sandisk Corp. | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| SBUX Starbucks Corp. | New | 0.03% | +0.03 |
| KLAC KLA Corp. | New | 0.03% | +0.03 |
| WDC Western Digital Corp. | New | 0.03% | +0.03 |
| IWF iShares Russell 1000 Growth | New | 0.03% | +0.03 |
| MRVL Marvell Technology Inc. | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +3.2% | 0.22% | +0.03 |
| MS Morgan Stanley | New | 0.03% | +0.03 |
| TRV The Travelers Cos Inc. | New | 0.03% | +0.03 |
| ADI Analog Devices Inc. | New | 0.03% | +0.03 |
| PANW Palo Alto Networks Inc. | New | 0.03% | +0.03 |
| NVDA Nvidia Corp. | Add +3.3% | 0.53% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +1.0% | 0.70% | +0.02 |
| AMZN Amazon.com Inc. | Add +7.2% | 0.26% | +0.02 |
| AVGO Broadcom Inc. | Add +2.7% | 0.18% | +0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +27.2% | 0.15% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.09% | +0.02 |
| LLY Eli Lilly & Co. | Add +5.4% | 0.09% | +0.02 |
| RKLB Rocket Lab Corp. | Add +2.2% | 0.05% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +1.2% | 0.16% | +0.01 |
| TSLA Tesla Inc. | Add +13.2% | 0.12% | +0.01 |
| CAT Caterpillar Inc. | Add +1.8% | 0.05% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 0.30% | +0.01 |
| GE General Electric | Add +2.0% | 0.03% | +0.01 |
| FULT Fulton Financial Corp. | Add +0.1% | 0.08% | +0.00 |
| V Visa Inc. Class A | Add +6.0% | 0.06% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +2.9% | 0.04% | +0.00 |
| ORCL Oracle Corp. | Add +19.6% | 0.05% | +0.00 |
| ABBV Abbvie Inc. | Add +0.5% | 0.09% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.4% | 0.08% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +3.1% | 0.22% | +0.00 |
| PM Philip Morris International | Add +3.0% | 0.05% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.4% | 0.08% | −0.00 |
| CL Colgate-Palmolive Co. | Add +4.0% | 0.06% | −0.00 |
| PEG Public Service Enterprise GP | Add +9.3% | 0.03% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 0.11% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 125 | $826.1M | SCHX, DFAC, AGG, DFAU, IVW |
| Q1 2026 | 118 | $728.6M | AGG, DFAC, SCHX, DFAU, EFG |
| Q4 2025 | 113 | $725.6M | DFAC, SCHX, AGG, DFAU, IVW |
| Q3 2025 | 113 | $726.6M | DFAC, SCHX, AGG, DFAU, IVW |
| Q2 2025 | 111 | $689.7M | DFAC, AGG, DFAU, SCHX, DFAX |
| Q1 2025 | 103 | $626.6M | DFAC, AGG, DFAU, SCHX, DFAX |
| Q4 2024 | 106 | $659.1M | DFAC, DFAU, AGG, SCHX, DFAX |
| Q3 2024 | 108 | $643.0M | DFAC, AGG, DFAU, SCHX, DFAX |
| Q2 2024 | 107 | $566.4M | DFAC, DFAU, SCHX, AGG, DFAX |
| Q1 2024 | 107 | $554.1M | DFAC, DFAU, SCHX, AGG, MUB |