Meridian Wealth Partners, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Meridian Wealth Partners, LLC reported 107 stock positions worth $554.1 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 17.2% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 12.5%) and Schwab US Large-Cap ETF (SCHX, 11.8%). Compared with Q4 2023, it opened 10 new positions, sold out of 4, added to 61 and reduced 24. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +22%) and the biggest sale Schwab Short-Term US Treas (SCHO, shares −46%).

Most Recent 13F
Q2 2026
Location
EXTON, PA
CIK
0001781942
Portfolio Value
$554.1M (Q1 2024)
SEC Filing
0001951757-24-000456 ↗ filed May 10, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $554.1M $554.1M Q1 2024 Q2 2024: $566.4M Q2 2024 Q3 2024: $643.0M Q3 2024 Q4 2024: $659.1M Q4 2024 Q1 2025: $626.6M Q1 2025 Q2 2025: $689.7M Q2 2025 Q3 2025: $726.6M Q3 2025 Q4 2025: $725.6M Q4 2025 Q1 2026: $728.6M Q1 2026 Q2 2026: $826.1M Q2 2026

Holdings 107 stocks · $554.1M
DFAC Dimensional US Core Equity 2 17.25% 2,990,774 $95.6M Reduce -2.1%
DFAU Dimensional US Core Equity M 12.53% 1,900,627 $69.4M Add +1.4%
SCHX Schwab US Large-Cap ETF 11.83% 1,055,878 $65.5M Add +0.4%
AGG iShares Core U.S. Aggregate 10.72% 606,679 $59.4M Add +21.9%
MUB iShares National Muni Bond E 5.12% 263,670 $28.4M Add +4.7%
DFAX Dimensional World Ex US Core 4.73% 1,029,699 $26.2M Reduce -2.7%
QUAL iShares MSCI USA Quality Fac 3.49% 117,771 $19.4M Add +0.5%
SCHB Schwab US Broad Market ETF 2.98% 270,327 $16.5M Reduce -22.0%
MBB iShares MBS ETF 2.97% 178,048 $16.5M Add +5.3%
VLUE iShares MSCI USA Value Facto 2.81% 143,827 $15.6M Add +3.5%
IXUS iShares Core Intl Stock ETF 2.78% 227,207 $15.4M Reduce -2.9%
SUB iShares Short-Term National 1.91% 100,956 $10.6M Reduce -28.1%
IWM iShares Russell 2000 ETF 1.80% 47,332 $10.0M Add +3.5%
SCHO Schwab Short-Term US Treas 1.61% 184,634 $8.9M Reduce -46.4%
SCHM Schwab US Mid Cap ETF 1.41% 96,209 $7.8M Reduce -1.1%
IEMG iShares Core MSCI Emerging 1.31% 140,256 $7.2M Add +5.0%
AAPL Apple Inc. 1.19% 38,305 $6.6M Add +19.0%
IVV iShares Core S&P 500 ETF 0.93% 9,797 $5.2M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 0.75% 16,068 $4.2M Reduce -1.4%
VERX Vertex Inc. Class A 0.72% 125,291 $4.0M Reduce -0.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.56% 61,775 $3.1M Add +0.4%
MSFT Microsoft Corp. 0.55% 7,241 $3.0M Add +0.7%
VEU Vanguard Ftse All-World Ex-U 0.52% 49,509 $2.9M Add +0.9%
NVDA Nvidia Corp. 0.47% 2,862 $2.6M Add +2.1%
WFC Wells Fargo & Co. 0.44% 42,175 $2.4M Add +0.6%
HD Home Depot Inc. 0.44% 6,320 $2.4M Add +2.0%
MRBK Meridian Corp. 0.38% 214,567 $2.1M Add +12.8%
AMZN Amazon.com Inc. 0.33% 10,125 $1.8M Add +12.8%
VOO Vanguard S&P 500 ETF 0.33% 3,759 $1.8M Reduce -0.7%
SCHD Schwab US DVD Equity ETF 0.32% 22,132 $1.8M Add +0.0%
VXUS Vanguard Total Intl Stock 0.26% 24,095 $1.5M Add +0.7%
VB Vanguard Most SM-Cap ETF-Usd 0.26% 6,197 $1.4M Reduce -1.4%
GOOGL Alphabet Inc. Class A 0.26% 9,374 $1.4M Add +5.7%
ITOT iShares Core S&P Total U.S. 0.25% 12,019 $1.4M Reduce -3.4%
META Meta Platforms Inc. Class A 0.24% 2,700 $1.3M Reduce -11.8%
BND Vanguard Total Bond Market 0.23% 17,684 $1.3M Reduce -6.3%
XOM Exxon Mobil Corp. 0.22% 10,309 $1.2M Add +0.1%
TXN Texas Instruments Inc. 0.21% 6,709 $1.2M Add +2.3%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.19% 23,595 $1.1M No change
ABBV Abbvie Inc. 0.16% 4,856 $884K Add +3.0%
JPM JPMorgan Chase & Co. 0.15% 4,145 $830K Add +7.1%
SPGI S&P Global Inc. 0.14% 1,811 $771K Add +1.1%
AMD Advanced Micro Devices 0.13% 4,049 $731K Add +0.2%
VXF Vanguard Extended Market ETF 0.13% 4,162 $729K Reduce -14.2%
SCHZ Schwab US Aggregate Bond ETF 0.12% 15,028 $691K Reduce -1.1%
VIG Vanguard Dividend Apprec ETF 0.11% 3,371 $616K Reduce -8.8%
GOOG Alphabet Inc. Class C 0.11% 3,977 $606K Add +4.0%
PG The Procter & Gamble Co. 0.11% 3,725 $604K Add +5.3%
LLY Eli Lilly & Co. 0.10% 722 $562K Add +18.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.10% 2,193 $548K Reduce -1.8%
ESGE iShares Inc. iShares ESG Awar 0.10% 16,886 $544K Add +4.5%
SCHA Schwab US Small-Cap ETF 0.10% 10,946 $539K Reduce -1.1%
PLD Prologis Inc. 0.10% 4,138 $539K Add +2.1%
VEA Vanguard Ftse Developed ETF 0.10% 10,707 $537K Reduce -9.4%
CBU Community Financial System I 0.09% 10,923 $525K No change
MCD McDonald's Corp. 0.09% 1,851 $522K Add +3.5%
TSLA Tesla Inc. 0.09% 2,858 $502K Add +44.9%
JNJ Johnson & Johnson 0.09% 2,989 $473K Add +7.1%
LOW Lowe's Cos Inc. 0.08% 1,838 $468K Add +1.2%
AVGO Broadcom Inc. 0.08% 350 $464K Add +21.1%
STBA S & T Bancorp Inc. 0.08% 14,252 $457K No change
FULT Fulton Financial Corp. 0.08% 26,327 $418K Add +41.7%
V Visa Inc. Class A 0.07% 1,474 $411K Add +1.7%
WMT Walmart Inc. 0.07% 6,688 $402K Add +20.4%
UNH Unitedhealth Group Inc. 0.07% 805 $398K Add +7.3%
MA Mastercard Inc. Class A 0.07% 814 $392K Add +4.6%
PEP Pepsico Inc. 0.07% 2,234 $391K Add +7.3%
VMBS Vanguard Mortgage-Backed Sec 0.07% 8,485 $387K No change
VGSH Vanguard Short-Term Treasury 0.07% 6,648 $386K No change
CMCSA Comcast Corp. Class A 0.07% 8,780 $381K Add +3.3%
GLD SPDR Gold Shares 0.07% 1,844 $379K No change
ABT Abbott Laboratories 0.07% 3,253 $370K Add +5.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 2,995 $366K Add +3.2%
CVX Chevron Corp. 0.06% 2,253 $355K Add +15.5%
MRK Merck & Co. Inc. 0.06% 2,684 $354K Add +5.2%
GE General Electric 0.06% 1,876 $329K Reduce -0.8%
BA The Boeing Co. 0.06% 1,697 $327K Add +27.0%
ORCL Oracle Corp. 0.06% 2,592 $326K Add +4.6%
IWB iShares Russell 1000 ETF 0.06% 1,111 $320K No change
XLK SS Technology Select Sector 0.06% 1,485 $309K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 590 $308K No change
DUK Duke Energy Corp. 0.05% 3,038 $294K Reduce -8.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 7,708 $292K Add +7.1%
COST Costco Wholesale Corp. 0.05% 397 $291K Add +3.1%
TMO Thermo Fisher Scientific Inc. 0.05% 487 $283K Add +8.2%
NUE Nucor Corp. 0.05% 1,420 $281K Add +1.0%
DFUS Dimensional US Eq MKT ETF 0.05% 4,496 $256K No change
PFE Pfizer Inc. 0.05% 9,073 $252K Add +2.1%
CRM Salesforce Inc. 0.04% 789 $238K Add +3.5%
ADP Automatic Data Processing 0.04% 937 $234K New
NJR New Jersey Resources Corp. 0.04% 5,452 $234K No change
ADBE Adobe Inc. 0.04% 452 $228K Add +0.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 1,379 $225K No change
CSCO Cisco Systems Inc. 0.04% 4,427 $221K Add +6.8%
AMGN Amgen Inc. 0.04% 760 $216K Add +1.2%
LIN Linde PLC 0.04% 458 $213K New
NEE Nextera Energy Inc. 0.04% 3,305 $211K New
PNC PNC Financial Services Group 0.04% 1,292 $209K New
SBUX Starbucks Corp. 0.04% 2,272 $208K Add +0.1%
RTX RTX Corp. 0.04% 2,128 $208K New

Show all 107 holdings

Portfolio Sells Q4 2023 → Q1 2024
SCHO Schwab Short-Term US Treas Reduce -46.4% 1.61% −1.58
SUB iShares Short-Term National Reduce -28.1% 1.91% −0.92
SCHB Schwab US Broad Market ETF Reduce -22.0% 2.98% −0.70
DFAX Dimensional World Ex US Core Reduce -2.7% 4.73% −0.21
IXUS iShares Core Intl Stock ETF Reduce -2.9% 2.78% −0.12
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.06
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.05
WTRG Essential Utilities Inc. Sold out 0.00% −0.04
INTC Intel Corp. Sold out 0.00% −0.04
BND Vanguard Total Bond Market Reduce -6.3% 0.23% −0.03
VXF Vanguard Extended Market ETF Reduce -14.2% 0.13% −0.02
VEA Vanguard Ftse Developed ETF Reduce -9.4% 0.10% −0.01
SCHZ Schwab US Aggregate Bond ETF Reduce -1.1% 0.12% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -8.8% 0.11% −0.01
DUK Duke Energy Corp. Reduce -8.1% 0.05% −0.01
LBAI Lakeland Bancorp Inc. Reduce -0.2% 0.03% −0.01
SCHA Schwab US Small-Cap ETF Reduce -1.1% 0.10% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.4% 0.26% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.8% 0.10% −0.00
ITOT iShares Core S&P Total U.S. Reduce -3.4% 0.25% +0.00
VOO Vanguard S&P 500 ETF Reduce -0.7% 0.33% +0.01
GE General Electric Reduce -0.8% 0.06% +0.01
SCHM Schwab US Mid Cap ETF Reduce -1.1% 1.41% +0.02
VTI VG Morningstar TS MKT ETF-US Reduce -1.4% 0.75% +0.02
META Meta Platforms Inc. Class A Reduce -11.8% 0.24% +0.03
IVV iShares Core S&P 500 ETF Reduce -0.2% 0.93% +0.03
VERX Vertex Inc. Class A Reduce -0.5% 0.72% +0.07
DFAC Dimensional US Core Equity 2 Reduce -2.1% 17.25% +0.19

Portfolio Buys Q4 2023 → Q1 2024
AGG iShares Core U.S. Aggregate Add +21.9% 10.72% +1.30
DFAU Dimensional US Core Equity M Add +1.4% 12.53% +0.64
SCHX Schwab US Large-Cap ETF Add +0.4% 11.83% +0.50
NVDA Nvidia Corp. Add +2.1% 0.47% +0.20
QUAL iShares MSCI USA Quality Fac Add +0.5% 3.49% +0.20
VLUE iShares MSCI USA Value Facto Add +3.5% 2.81% +0.13
AMZN Amazon.com Inc. Add +12.8% 0.33% +0.07
WFC Wells Fargo & Co. Add +0.6% 0.44% +0.05
IWM iShares Russell 2000 ETF Add +3.5% 1.80% +0.04
ADP Automatic Data Processing New 0.04% +0.04
LIN Linde PLC New 0.04% +0.04
NEE Nextera Energy Inc. New 0.04% +0.04
PNC PNC Financial Services Group New 0.04% +0.04
RTX RTX Corp. New 0.04% +0.04
KO The Coca-Cola Co. New 0.04% +0.04
IWV iShares Russell 3000 ETF New 0.04% +0.04
TEL Te Connectivity Ltd. New 0.04% +0.04
NFLX Netflix Inc. New 0.04% +0.04
LLY Eli Lilly & Co. Add +18.9% 0.10% +0.03
MSFT Microsoft Corp. Add +0.7% 0.55% +0.03
HD Home Depot Inc. Add +2.0% 0.44% +0.03
JPM JPMorgan Chase & Co. Add +7.1% 0.15% +0.02
AVGO Broadcom Inc. Add +21.1% 0.08% +0.02
ABBV Abbvie Inc. Add +3.0% 0.16% +0.02
XOM Exxon Mobil Corp. Add +0.1% 0.22% +0.02
GOOGL Alphabet Inc. Class A Add +5.7% 0.26% +0.02
AMD Advanced Micro Devices Add +0.2% 0.13% +0.02
FULT Fulton Financial Corp. Add +41.7% 0.08% +0.02
IEMG iShares Core MSCI Emerging Add +5.0% 1.31% +0.02
WMT Walmart Inc. Add +20.4% 0.07% +0.02
DIS The Walt Disney Co. Add +3.2% 0.07% +0.02
MRK Merck & Co. Inc. Add +5.2% 0.06% +0.01
PG The Procter & Gamble Co. Add +5.3% 0.11% +0.01
ORCL Oracle Corp. Add +4.6% 0.06% +0.01
CVX Chevron Corp. Add +15.5% 0.06% +0.01
MA Mastercard Inc. Class A Add +4.6% 0.07% +0.01
LOW Lowe's Cos Inc. Add +1.2% 0.08% +0.01
BAC Bank of America Corp. Add +7.1% 0.05% +0.01
GOOG Alphabet Inc. Class C Add +4.0% 0.11% +0.01
HIVE Hive Digital Technologies LT New 0.01% +0.01
TMO Thermo Fisher Scientific Inc. Add +8.2% 0.05% +0.01
CRM Salesforce Inc. Add +3.5% 0.04% +0.00
COST Costco Wholesale Corp. Add +3.1% 0.05% +0.00
NUE Nucor Corp. Add +1.0% 0.05% +0.00
PEP Pepsico Inc. Add +7.3% 0.07% +0.00
AAPL Apple Inc. Add +19.0% 1.19% +0.00
V Visa Inc. Class A Add +1.7% 0.07% +0.00
GRAB Grab Holdings Ltd. Class A Add +46.1% 0.01% +0.00
JNJ Johnson & Johnson Add +7.1% 0.09% +0.00
ABT Abbott Laboratories Add +5.1% 0.07% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 125$826.1MSCHX, DFAC, AGG, DFAU, IVW
Q1 2026 118$728.6MAGG, DFAC, SCHX, DFAU, EFG
Q4 2025 113$725.6MDFAC, SCHX, AGG, DFAU, IVW
Q3 2025 113$726.6MDFAC, SCHX, AGG, DFAU, IVW
Q2 2025 111$689.7MDFAC, AGG, DFAU, SCHX, DFAX
Q1 2025 103$626.6MDFAC, AGG, DFAU, SCHX, DFAX
Q4 2024 106$659.1MDFAC, DFAU, AGG, SCHX, DFAX
Q3 2024 108$643.0MDFAC, AGG, DFAU, SCHX, DFAX
Q2 2024 107$566.4MDFAC, DFAU, SCHX, AGG, DFAX
Q1 2024 107$554.1MDFAC, DFAU, SCHX, AGG, MUB