Meridian Wealth Partners, LLC

Name: Meridian Wealth Partners, LLC 13F holdings, Q3 2024
Creator: Meridian Wealth Partners, LLC
Published: 2024-11-08

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Meridian Wealth Partners, LLC reported 108 stock positions worth $643.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 15.4% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 11.6%) and Dimensional US Core Equity M (DFAU, 11.3%). Compared with Q2 2024, it opened 9 new positions, sold out of 8, added to 24 and reduced 68. The biggest buy was a new position in iShares MSCI Eafe Growth ETF (EFG) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −5%).

Most Recent 13F: Q2 2026
Location: EXTON, PA
CIK: 0001781942
Portfolio Value: $643.0M (Q3 2024)
SEC Filing: 0001951757-24-001190 ↗ filed Nov 8, 2024

Holdings Value

Holdings 108 stocks · $643.0M


DFAC Dimensional US Core Equity 2	15.44%	2,895,577	$99.3M	Reduce -1.0%
AGG iShares Core U.S. Aggregate	11.58%	734,967	$74.4M	Add +11.8%
DFAU Dimensional US Core Equity M	11.29%	1,829,656	$72.6M	Reduce -4.0%
SCHX Schwab US Large-Cap ETF	10.49%	993,643	$67.4M	Reduce -5.2%
DFAX Dimensional World Ex US Core	4.22%	1,005,201	$27.2M	Reduce -1.0%
MUB iShares National Muni Bond E	3.72%	219,910	$23.9M	Reduce -1.7%
EFG iShares MSCI Eafe Growth ETF	3.35%	200,110	$21.5M	New
MBB iShares MBS ETF	3.33%	223,782	$21.4M	Add +16.8%
QUAL iShares MSCI USA Quality Fac	3.05%	109,498	$19.6M	Reduce -6.8%
SCHB Schwab US Broad Market ETF	3.01%	290,724	$19.3M	Add +2.3%
IXUS iShares Core Intl Stock ETF	2.86%	252,848	$18.4M	Add +1.5%
VLUE iShares MSCI USA Value Facto	2.75%	161,967	$17.7M	Add +6.5%
IVW iShares S&P 500 Growth ETF	2.44%	163,730	$15.7M	New
IEMG iShares Core MSCI Emerging	2.10%	235,027	$13.5M	Add +64.2%
SCHO Schwab Short-Term US Treas	1.63%	214,561	$10.5M	Add +12.0%
EFV iShares MSCI Eafe Value ETF	1.47%	163,818	$9.4M	New
IWM iShares Russell 2000 ETF	1.45%	42,283	$9.3M	Reduce -16.0%
SUB iShares Short-Term National	1.36%	82,461	$8.8M	Reduce -10.7%
AAPL Apple Inc.	1.29%	35,731	$8.3M	Reduce -8.9%
SCHM Schwab US Mid Cap ETF	1.19%	91,769	$7.6M	Reduce -4.7%
IVV iShares Core S&P 500 ETF	0.81%	9,061	$5.2M	Reduce -4.4%
VTEB Vanguard Tax-Exempt Bond ETF	0.79%	99,927	$5.1M	Add +2.3%
VTI VG Morningstar TS MKT ETF-US	0.66%	15,039	$4.3M	Add +1.9%
MSFT Microsoft Corp.	0.50%	7,467	$3.2M	Reduce -3.6%
NVDA Nvidia Corp.	0.46%	24,514	$3.0M	Reduce -6.5%
VEU Vanguard Ftse All-World Ex-U	0.44%	44,813	$2.8M	Reduce -1.7%
HD Home Depot Inc.	0.39%	6,251	$2.5M	Reduce -1.9%
WFC Wells Fargo & Co.	0.37%	42,239	$2.4M	Reduce -0.5%
DFAS Dimensional US Small Cap ETF	0.34%	34,072	$2.2M	New
VOO Vanguard S&P 500 ETF	0.30%	3,614	$1.9M	Add +0.4%
MRBK Meridian Corp.	0.28%	143,976	$1.8M	Reduce -30.4%
SCHD Schwab US DVD Equity ETF	0.28%	21,292	$1.8M	Reduce -2.0%
VXUS Vanguard Total Intl Stock	0.25%	24,686	$1.6M	Add +2.5%
AMZN Amazon.com Inc.	0.24%	8,322	$1.6M	Reduce -4.8%
META Meta Platforms Inc. Class A	0.23%	2,638	$1.5M	Reduce -8.5%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.23%	30,864	$1.5M	Add +21.7%
ITOT iShares Core S&P Total U.S.	0.22%	11,418	$1.4M	Reduce -2.8%
TXN Texas Instruments Inc.	0.22%	6,842	$1.4M	Add +0.4%
VB Vanguard Most SM-Cap ETF-Usd	0.21%	5,744	$1.4M	Reduce -1.9%
GOOGL Alphabet Inc. Class A	0.21%	8,094	$1.3M	Reduce -13.0%
BND Vanguard Total Bond Market	0.20%	17,099	$1.3M	Reduce -3.1%
ABBV Abbvie Inc.	0.15%	5,027	$993K	Add +0.3%
SPGI S&P Global Inc.	0.15%	1,829	$945K	Reduce -0.3%
XOM Exxon Mobil Corp.	0.13%	7,237	$848K	Reduce -29.4%
JPM JPMorgan Chase & Co.	0.13%	3,840	$810K	Reduce -12.4%
VXF Vanguard Extended Market ETF	0.12%	4,162	$757K	No change
AVGO Broadcom Inc.	0.11%	4,227	$729K	Add +8.1%
SCHZ Schwab US Aggregate Bond ETF	0.11%	14,798	$703K	Reduce -0.7%
GOOG Alphabet Inc. Class C	0.11%	4,087	$683K	Reduce -6.4%
PG The Procter & Gamble Co.	0.10%	3,867	$670K	Reduce -1.1%
VIG Vanguard Dividend Apprec ETF	0.10%	3,338	$661K	Reduce -1.0%
AMD Advanced Micro Devices	0.10%	3,790	$622K	Reduce -0.5%
STBA S & T Bancorp Inc.	0.09%	14,252	$598K	No change
LLY Eli Lilly & Co.	0.09%	666	$590K	Reduce -1.6%
TSLA Tesla Inc.	0.09%	2,237	$585K	Reduce -23.3%
MCD McDonald's Corp.	0.09%	1,855	$565K	Add +0.2%
ESGE iShares Inc. iShares ESG Awar	0.09%	15,055	$548K	Reduce -17.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.08%	2,003	$528K	Reduce -1.0%
UNH Unitedhealth Group Inc.	0.08%	869	$508K	Add +0.3%
LOW Lowe's Cos Inc.	0.08%	1,871	$507K	Reduce -0.8%
SCHA Schwab US Small-Cap ETF	0.08%	9,827	$506K	Reduce -4.7%
FULT Fulton Financial Corp.	0.08%	27,581	$500K	Add +0.1%
GLD SPDR Gold Shares	0.08%	2,051	$499K	Add +5.9%
PLD Prologis Inc.	0.08%	3,910	$494K	Reduce -6.2%
WMT Walmart Inc.	0.08%	6,046	$488K	Reduce -7.1%
VEA Vanguard Ftse Developed ETF	0.07%	8,236	$435K	Reduce -6.6%
JNJ Johnson & Johnson	0.07%	2,682	$435K	Reduce -9.2%
V Visa Inc. Class A	0.07%	1,545	$425K	Reduce -3.0%
ORCL Oracle Corp.	0.06%	2,394	$408K	Reduce -12.6%
VMBS Vanguard Mortgage-Backed Sec	0.06%	8,485	$401K	No change
VGSH Vanguard Short-Term Treasury	0.06%	6,648	$392K	No change
MA Mastercard Inc. Class A	0.06%	769	$380K	Reduce -11.3%
ABT Abbott Laboratories	0.06%	3,319	$378K	Reduce -1.1%
CMCSA Comcast Corp. Class A	0.06%	8,811	$368K	Reduce -0.5%
COST Costco Wholesale Corp.	0.06%	406	$360K	Reduce -6.0%
DUK Duke Energy Corp.	0.06%	3,116	$359K	Add +0.3%
SCHR Schwab Intermediate-Term US	0.05%	6,955	$352K	New
IWB iShares Russell 1000 ETF	0.05%	1,111	$349K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.05%	590	$338K	Reduce -4.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.05%	8,335	$331K	Add +0.4%
TMO Thermo Fisher Scientific Inc.	0.05%	513	$317K	Reduce -1.2%
PEP Pepsico Inc.	0.05%	1,841	$313K	Add +0.1%
CVX Chevron Corp.	0.05%	2,051	$302K	Reduce -16.3%
VTV Vanguard Mrngstr Val ETF-Aui	0.05%	1,665	$291K	Add +10.5%
MRK Merck & Co. Inc.	0.05%	2,557	$290K	Reduce -12.0%
DFUS Dimensional US Eq MKT ETF	0.04%	4,496	$280K	No change
ADP Automatic Data Processing	0.04%	972	$269K	Reduce -0.2%
RTX RTX Corp.	0.04%	2,205	$267K	Reduce -1.8%
KO The Coca-Cola Co.	0.04%	3,638	$261K	Reduce -5.1%
NJR New Jersey Resources Corp.	0.04%	5,450	$257K	Reduce -0.1%
NFLX Netflix Inc.	0.04%	349	$248K	Reduce -2.0%
PNC PNC Financial Services Group	0.04%	1,334	$247K	Add +0.4%
AMAT Applied Materials Inc.	0.04%	1,140	$230K	New
AMGN Amgen Inc.	0.04%	710	$229K	Reduce -12.7%
VUG Vanguard Mrngstar GR ETF-Sui	0.04%	591	$227K	New
PFE Pfizer Inc.	0.04%	7,808	$226K	Reduce -27.3%
LIN Linde PLC	0.04%	472	$225K	Reduce -2.1%
ADBE Adobe Inc.	0.03%	431	$223K	Reduce -7.9%
IWV iShares Russell 3000 ETF	0.03%	681	$223K	No change
CRM Salesforce Inc.	0.03%	792	$217K	Reduce -4.6%

Show all 108 holdings

Portfolio Sells Q2 2024 → Q3 2024


SCHX Schwab US Large-Cap ETF	Reduce -5.2%	10.49%	−1.40
DFAU Dimensional US Core Equity M	Reduce -4.0%	11.29%	−1.32
DFAC Dimensional US Core Equity 2	Reduce -1.0%	15.44%	−1.21
VERX Vertex Inc. Class A	Sold out	0.00%	−0.80
MUB iShares National Muni Bond E	Reduce -1.7%	3.72%	−0.49
QUAL iShares MSCI USA Quality Fac	Reduce -6.8%	3.05%	−0.49
IWM iShares Russell 2000 ETF	Reduce -16.0%	1.45%	−0.35
SUB iShares Short-Term National	Reduce -10.7%	1.36%	−0.34
DFAX Dimensional World Ex US Core	Reduce -1.0%	4.22%	−0.33
AAPL Apple Inc.	Reduce -8.9%	1.29%	−0.16
SCHM Schwab US Mid Cap ETF	Reduce -4.7%	1.19%	−0.14
MSFT Microsoft Corp.	Reduce -3.6%	0.50%	−0.11
NVDA Nvidia Corp.	Reduce -6.5%	0.46%	−0.11
IVV iShares Core S&P 500 ETF	Reduce -4.4%	0.81%	−0.10
MRBK Meridian Corp.	Reduce -30.4%	0.28%	−0.10
CBU Community Financial System I	Sold out	0.00%	−0.09
GOOGL Alphabet Inc. Class A	Reduce -13.0%	0.21%	−0.09
XOM Exxon Mobil Corp.	Reduce -29.4%	0.13%	−0.08
WFC Wells Fargo & Co.	Reduce -0.5%	0.37%	−0.07
VZ Verizon Communications Inc.	Sold out	0.00%	−0.06
DIS The Walt Disney Co.	Sold out	0.00%	−0.06
AMZN Amazon.com Inc.	Reduce -4.8%	0.24%	−0.06
BOXX Alpha Architect 1-3 MNTH Box	Sold out	0.00%	−0.04
CSCO Cisco Systems Inc.	Sold out	0.00%	−0.04
GS Goldman Sachs Group Inc.	Sold out	0.00%	−0.04
VGT Vanguard Info Tech ETF	Sold out	0.00%	−0.04
GOOG Alphabet Inc. Class C	Reduce -6.4%	0.11%	−0.04
VEU Vanguard Ftse All-World Ex-U	Reduce -1.7%	0.44%	−0.03
JPM JPMorgan Chase & Co.	Reduce -12.4%	0.13%	−0.03
BND Vanguard Total Bond Market	Reduce -3.1%	0.20%	−0.02
ITOT iShares Core S&P Total U.S.	Reduce -2.8%	0.22%	−0.02
ESGE iShares Inc. iShares ESG Awar	Reduce -17.1%	0.09%	−0.02
META Meta Platforms Inc. Class A	Reduce -8.5%	0.23%	−0.02
CVX Chevron Corp.	Reduce -16.3%	0.05%	−0.02
GE General Electric	Reduce -40.6%	0.03%	−0.02
MRK Merck & Co. Inc.	Reduce -12.0%	0.05%	−0.02
SCHD Schwab US DVD Equity ETF	Reduce -2.0%	0.28%	−0.02
PFE Pfizer Inc.	Reduce -27.3%	0.04%	−0.02
LLY Eli Lilly & Co.	Reduce -1.6%	0.09%	−0.02
BA The Boeing Co.	Reduce -9.7%	0.03%	−0.02
VB Vanguard Most SM-Cap ETF-Usd	Reduce -1.9%	0.21%	−0.01
NEE Nextera Energy Inc.	Reduce -32.3%	0.03%	−0.01
AMD Advanced Micro Devices	Reduce -0.5%	0.10%	−0.01
ADBE Adobe Inc.	Reduce -7.9%	0.03%	−0.01
TSLA Tesla Inc.	Reduce -23.3%	0.09%	−0.01
SCHZ Schwab US Aggregate Bond ETF	Reduce -0.7%	0.11%	−0.01
PG The Procter & Gamble Co.	Reduce -1.1%	0.10%	−0.01
AMGN Amgen Inc.	Reduce -12.7%	0.04%	−0.01
VEA Vanguard Ftse Developed ETF	Reduce -6.6%	0.07%	−0.01
COST Costco Wholesale Corp.	Reduce -6.0%	0.06%	−0.01

Portfolio Buys Q2 2024 → Q3 2024


EFG iShares MSCI Eafe Growth ETF	New	3.35%	+3.35
IVW iShares S&P 500 Growth ETF	New	2.44%	+2.44
EFV iShares MSCI Eafe Value ETF	New	1.47%	+1.47
IEMG iShares Core MSCI Emerging	Add +64.2%	2.10%	+0.75
DFAS Dimensional US Small Cap ETF	New	0.34%	+0.34
AGG iShares Core U.S. Aggregate	Add +11.8%	11.58%	+0.31
MBB iShares MBS ETF	Add +16.8%	3.33%	+0.23
SCHR Schwab Intermediate-Term US	New	0.05%	+0.05
AMAT Applied Materials Inc.	New	0.04%	+0.04
VUG Vanguard Mrngstar GR ETF-Sui	New	0.04%	+0.04
PEG Public Service Enterprise GP	New	0.03%	+0.03
PM Philip Morris International	New	0.03%	+0.03
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +21.7%	0.23%	+0.02
SCHO Schwab Short-Term US Treas	Add +12.0%	1.63%	+0.01
MCD McDonald's Corp.	Add +0.2%	0.09%	+0.00
GLD SPDR Gold Shares	Add +5.9%	0.08%	+0.00
ABBV Abbvie Inc.	Add +0.3%	0.15%	+0.00
AVGO Broadcom Inc.	Add +8.1%	0.11%	+0.00
VTV Vanguard Mrngstr Val ETF-Aui	Add +10.5%	0.05%	+0.00
PNC PNC Financial Services Group	Add +0.4%	0.04%	+0.00
UNH Unitedhealth Group Inc.	Add +0.3%	0.08%	+0.00
DUK Duke Energy Corp.	Add +0.3%	0.06%	+0.00
FULT Fulton Financial Corp.	Add +0.1%	0.08%	−0.00
PEP Pepsico Inc.	Add +0.1%	0.05%	−0.00
BAC Bank of America Corp.	Add +0.4%	0.05%	−0.01
VXUS Vanguard Total Intl Stock	Add +2.5%	0.25%	−0.01
TXN Texas Instruments Inc.	Add +0.4%	0.22%	−0.01
VOO Vanguard S&P 500 ETF	Add +0.4%	0.30%	−0.02
VLUE iShares MSCI USA Value Facto	Add +6.5%	2.75%	−0.03
VTI VG Morningstar TS MKT ETF-US	Add +1.9%	0.66%	−0.03
VTEB Vanguard Tax-Exempt Bond ETF	Add +2.3%	0.79%	−0.07
IXUS iShares Core Intl Stock ETF	Add +1.5%	2.86%	−0.12
SCHB Schwab US Broad Market ETF	Add +2.3%	3.01%	−0.15

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