Meridian Wealth Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Meridian Wealth Partners, LLC reported 107 stock positions worth $566.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 16.7% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 12.6%) and Schwab US Large-Cap ETF (SCHX, 11.9%). Compared with Q1 2024, it opened 4 new positions, sold out of 4, added to 61 and reduced 33. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +8%) and the biggest sale iShares National Muni Bond E (MUB, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- EXTON, PA
- CIK
- 0001781942
- Portfolio Value
- $566.4M (Q2 2024)
- SEC Filing
- 0001951757-24-000731 ↗ filed Aug 12, 2024
Holdings Value
Holdings 107 stocks · $566.4M
| DFAC Dimensional US Core Equity 2 | 16.65% | 2,925,657 | $94.3M | Reduce -2.2% |
| DFAU Dimensional US Core Equity M | 12.62% | 1,906,433 | $71.5M | Add +0.3% |
| SCHX Schwab US Large-Cap ETF | 11.89% | 1,048,024 | $67.3M | Reduce -0.7% |
| AGG iShares Core U.S. Aggregate | 11.26% | 657,307 | $63.8M | Add +8.3% |
| DFAX Dimensional World Ex US Core | 4.56% | 1,014,974 | $25.8M | Reduce -1.4% |
| MUB iShares National Muni Bond E | 4.21% | 223,684 | $23.8M | Reduce -15.2% |
| QUAL iShares MSCI USA Quality Fac | 3.54% | 117,502 | $20.1M | Reduce -0.2% |
| SCHB Schwab US Broad Market ETF | 3.15% | 284,231 | $17.9M | Add +5.1% |
| MBB iShares MBS ETF | 3.10% | 191,558 | $17.6M | Add +7.6% |
| IXUS iShares Core Intl Stock ETF | 2.97% | 249,107 | $16.8M | Add +9.6% |
| VLUE iShares MSCI USA Value Facto | 2.78% | 152,068 | $15.7M | Add +5.7% |
| IWM iShares Russell 2000 ETF | 1.80% | 50,313 | $10.2M | Add +6.3% |
| SUB iShares Short-Term National | 1.70% | 92,351 | $9.7M | Reduce -8.5% |
| SCHO Schwab Short-Term US Treas | 1.63% | 191,642 | $9.2M | Add +3.8% |
| AAPL Apple Inc. | 1.46% | 39,235 | $8.3M | Add +2.4% |
| IEMG iShares Core MSCI Emerging | 1.35% | 143,154 | $7.7M | Add +2.1% |
| SCHM Schwab US Mid Cap ETF | 1.32% | 96,278 | $7.5M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.92% | 9,476 | $5.2M | Reduce -3.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.86% | 97,714 | $4.9M | Add +58.2% |
| VERX Vertex Inc. Class A | 0.80% | 125,291 | $4.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 14,757 | $3.9M | Reduce -8.2% |
| MSFT Microsoft Corp. | 0.61% | 7,746 | $3.5M | Add +7.0% |
| NVDA Nvidia Corp. | 0.57% | 26,225 | $3.2M | Reduce -8.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.47% | 45,596 | $2.7M | Reduce -7.9% |
| WFC Wells Fargo & Co. | 0.45% | 42,449 | $2.5M | Add +0.7% |
| HD Home Depot Inc. | 0.39% | 6,372 | $2.2M | Add +0.8% |
| MRBK Meridian Corp. | 0.38% | 206,843 | $2.2M | Reduce -3.6% |
| VOO Vanguard S&P 500 ETF | 0.32% | 3,601 | $1.8M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 0.30% | 9,299 | $1.7M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 0.30% | 21,725 | $1.7M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 0.30% | 8,738 | $1.7M | Reduce -13.7% |
| META Meta Platforms Inc. Class A | 0.26% | 2,882 | $1.5M | Add +6.7% |
| VXUS Vanguard Total Intl Stock | 0.26% | 24,092 | $1.5M | Reduce -0.0% |
| ITOT iShares Core S&P Total U.S. | 0.25% | 11,746 | $1.4M | Reduce -2.3% |
| TXN Texas Instruments Inc. | 0.23% | 6,815 | $1.3M | Add +1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 5,855 | $1.3M | Reduce -5.5% |
| BND Vanguard Total Bond Market | 0.22% | 17,656 | $1.3M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.21% | 10,251 | $1.2M | Reduce -0.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.20% | 25,364 | $1.1M | Add +7.5% |
| JPM JPMorgan Chase & Co. | 0.16% | 4,386 | $887K | Add +5.8% |
| ABBV Abbvie Inc. | 0.15% | 5,013 | $860K | Add +3.2% |
| SPGI S&P Global Inc. | 0.14% | 1,835 | $819K | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.14% | 4,365 | $801K | Add +9.8% |
| VXF Vanguard Extended Market ETF | 0.12% | 4,162 | $703K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.12% | 14,904 | $679K | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.11% | 3,912 | $645K | Add +5.0% |
| AVGO Broadcom Inc. | 0.11% | 391 | $627K | Add +11.7% |
| AMD Advanced Micro Devices | 0.11% | 3,810 | $618K | Reduce -5.9% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 3,371 | $615K | No change |
| LLY Eli Lilly & Co. | 0.11% | 677 | $613K | Reduce -6.2% |
| ESGE iShares Inc. iShares ESG Awar | 0.11% | 18,151 | $609K | Add +7.5% |
| TSLA Tesla Inc. | 0.10% | 2,915 | $577K | Add +2.0% |
| CBU Community Financial System I | 0.09% | 10,927 | $516K | Add +0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 2,024 | $490K | Reduce -7.7% |
| SCHA Schwab US Small-Cap ETF | 0.09% | 10,306 | $489K | Reduce -5.8% |
| STBA S & T Bancorp Inc. | 0.08% | 14,252 | $476K | No change |
| MCD McDonald's Corp. | 0.08% | 1,852 | $472K | Add +0.1% |
| PLD Prologis Inc. | 0.08% | 4,168 | $468K | Add +0.7% |
| FULT Fulton Financial Corp. | 0.08% | 27,557 | $468K | Add +4.7% |
| UNH Unitedhealth Group Inc. | 0.08% | 866 | $441K | Add +7.6% |
| WMT Walmart Inc. | 0.08% | 6,509 | $441K | Reduce -2.7% |
| VEA Vanguard Ftse Developed ETF | 0.08% | 8,822 | $436K | Reduce -17.6% |
| JNJ Johnson & Johnson | 0.08% | 2,953 | $432K | Reduce -1.2% |
| V Visa Inc. Class A | 0.07% | 1,593 | $418K | Add +8.1% |
| GLD SPDR Gold Shares | 0.07% | 1,936 | $416K | Add +5.0% |
| LOW Lowe's Cos Inc. | 0.07% | 1,887 | $416K | Add +2.7% |
| ORCL Oracle Corp. | 0.07% | 2,740 | $387K | Add +5.7% |
| VGSH Vanguard Short-Term Treasury | 0.07% | 6,648 | $386K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.07% | 8,485 | $385K | No change |
| CVX Chevron Corp. | 0.07% | 2,450 | $383K | Add +8.7% |
| MA Mastercard Inc. Class A | 0.07% | 867 | $383K | Add +6.5% |
| COST Costco Wholesale Corp. | 0.06% | 432 | $367K | Add +8.8% |
| MRK Merck & Co. Inc. | 0.06% | 2,905 | $360K | Add +8.2% |
| ABT Abbott Laboratories | 0.06% | 3,355 | $349K | Add +3.1% |
| VZ Verizon Communications Inc. | 0.06% | 8,436 | $348K | New |
| CMCSA Comcast Corp. Class A | 0.06% | 8,859 | $347K | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 620 | $337K | Add +5.1% |
| IWB iShares Russell 1000 ETF | 0.06% | 1,111 | $331K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 8,303 | $330K | Add +7.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 3,280 | $326K | Add +9.5% |
| DUK Duke Energy Corp. | 0.06% | 3,106 | $311K | Add +2.2% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 1,919 | $305K | Add +2.3% |
| PEP Pepsico Inc. | 0.05% | 1,840 | $304K | Reduce -17.6% |
| PFE Pfizer Inc. | 0.05% | 10,737 | $300K | Add +18.3% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 519 | $287K | Add +6.6% |
| BA The Boeing Co. | 0.05% | 1,468 | $267K | Reduce -13.5% |
| DFUS Dimensional US Eq MKT ETF | 0.05% | 4,496 | $265K | No change |
| ADBE Adobe Inc. | 0.05% | 468 | $260K | Add +3.5% |
| AMGN Amgen Inc. | 0.04% | 813 | $254K | Add +7.0% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.04% | 2,325 | $251K | New |
| NEE Nextera Energy Inc. | 0.04% | 3,538 | $250K | Add +7.0% |
| KO The Coca-Cola Co. | 0.04% | 3,832 | $244K | Add +14.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,507 | $242K | Add +9.3% |
| NFLX Netflix Inc. | 0.04% | 356 | $240K | Add +6.9% |
| NJR New Jersey Resources Corp. | 0.04% | 5,457 | $233K | Add +0.1% |
| ADP Automatic Data Processing | 0.04% | 974 | $232K | Add +4.0% |
| RTX RTX Corp. | 0.04% | 2,246 | $225K | Add +5.5% |
| CSCO Cisco Systems Inc. | 0.04% | 4,709 | $224K | Add +6.4% |
| NUE Nucor Corp. | 0.04% | 1,413 | $223K | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.04% | 485 | $220K | New |
Portfolio Sells Q1 2024 → Q2 2024
| MUB iShares National Muni Bond E | Reduce -15.2% | 4.21% | −0.91 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.2% | 16.65% | −0.59 |
| SUB iShares Short-Term National | Reduce -8.5% | 1.70% | −0.20 |
| DFAX Dimensional World Ex US Core | Reduce -1.4% | 4.56% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.2% | 0.70% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -7.9% | 0.47% | −0.05 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -13.7% | 0.30% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.5% | 0.23% | −0.03 |
| LBAI Lakeland Bancorp Inc. | Sold out | 0.00% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.8% | 0.30% | −0.02 |
| AMD Advanced Micro Devices | Reduce -5.9% | 0.11% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -17.6% | 0.08% | −0.02 |
| XLK SS Technology Select Sector | Reduce -38.5% | 0.04% | −0.02 |
| PEP Pepsico Inc. | Reduce -17.6% | 0.05% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -3.3% | 0.92% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -7.7% | 0.09% | −0.01 |
| BA The Boeing Co. | Reduce -13.5% | 0.05% | −0.01 |
| NUE Nucor Corp. | Reduce -0.5% | 0.04% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.8% | 0.09% | −0.01 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.08% | −0.01 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -4.2% | 0.32% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 0.21% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -0.2% | 0.22% | −0.01 |
| HIVE Hive Digital Technologies LT | Sold out | 0.00% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -0.0% | 0.26% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.8% | 0.12% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.3% | 0.25% | −0.00 |
| TEL Te Connectivity Ltd. | Reduce -2.1% | 0.04% | −0.00 |
| MRBK Meridian Corp. | Reduce -3.6% | 0.38% | 0.00 |
| WMT Walmart Inc. | Reduce -2.7% | 0.08% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -6.2% | 0.11% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 0.30% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.2% | 3.54% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.7% | 11.89% | +0.06 |
| NVDA Nvidia Corp. | Reduce -8.4% | 0.57% | +0.11 |
Portfolio Buys Q1 2024 → Q2 2024
| AGG iShares Core U.S. Aggregate | Add +8.3% | 11.26% | +0.54 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +58.2% | 0.86% | +0.30 |
| AAPL Apple Inc. | Add +2.4% | 1.46% | +0.27 |
| IXUS iShares Core Intl Stock ETF | Add +9.6% | 2.97% | +0.19 |
| SCHB Schwab US Broad Market ETF | Add +5.1% | 3.15% | +0.18 |
| MBB iShares MBS ETF | Add +7.6% | 3.10% | +0.14 |
| DFAU Dimensional US Core Equity M | Add +0.3% | 12.62% | +0.08 |
| MSFT Microsoft Corp. | Add +7.0% | 0.61% | +0.06 |
| VZ Verizon Communications Inc. | New | 0.06% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +2.1% | 1.35% | +0.05 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | New | 0.04% | +0.04 |
| VGT Vanguard Info Tech ETF | New | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +9.8% | 0.14% | +0.03 |
| AVGO Broadcom Inc. | Add +11.7% | 0.11% | +0.03 |
| TXN Texas Instruments Inc. | Add +1.6% | 0.23% | +0.02 |
| SCHO Schwab Short-Term US Treas | Add +3.8% | 1.63% | +0.02 |
| META Meta Platforms Inc. Class A | Add +6.7% | 0.26% | +0.02 |
| COST Costco Wholesale Corp. | Add +8.8% | 0.06% | +0.01 |
| TSLA Tesla Inc. | Add +2.0% | 0.10% | +0.01 |
| ORCL Oracle Corp. | Add +5.7% | 0.07% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +7.5% | 0.11% | +0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +7.5% | 0.20% | +0.01 |
| PFE Pfizer Inc. | Add +18.3% | 0.05% | +0.01 |
| FULT Fulton Financial Corp. | Add +4.7% | 0.08% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +5.8% | 0.16% | +0.01 |
| KO The Coca-Cola Co. | Add +14.6% | 0.04% | +0.01 |
| NEE Nextera Energy Inc. | Add +7.0% | 0.04% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +7.6% | 0.08% | +0.01 |
| NFLX Netflix Inc. | Add +6.9% | 0.04% | +0.01 |
| AMGN Amgen Inc. | Add +7.0% | 0.04% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +6.3% | 1.80% | +0.01 |
| BAC Bank of America Corp. | Add +7.7% | 0.06% | +0.01 |
| SPGI S&P Global Inc. | Add +1.3% | 0.14% | +0.01 |
| GLD SPDR Gold Shares | Add +5.0% | 0.07% | +0.01 |
| PG The Procter & Gamble Co. | Add +5.0% | 0.11% | +0.00 |
| ADBE Adobe Inc. | Add +3.5% | 0.05% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.1% | 0.06% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.7% | 0.45% | +0.00 |
| CVX Chevron Corp. | Add +8.7% | 0.07% | +0.00 |
| RTX RTX Corp. | Add +5.5% | 0.04% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +9.3% | 0.04% | +0.00 |
| DUK Duke Energy Corp. | Add +2.2% | 0.06% | +0.00 |
| CSCO Cisco Systems Inc. | Add +6.4% | 0.04% | −0.00 |
| MRK Merck & Co. Inc. | Add +8.2% | 0.06% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +6.6% | 0.05% | −0.00 |
| V Visa Inc. Class A | Add +8.1% | 0.07% | −0.00 |
| NJR New Jersey Resources Corp. | Add +0.1% | 0.04% | −0.00 |
| LIN Linde PLC | Add +5.2% | 0.04% | −0.00 |
| ADP Automatic Data Processing | Add +4.0% | 0.04% | −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 |