Meridian Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Meridian Wealth Partners, LLC reported 106 stock positions worth $659.1 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 15.0% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 11.3%) and iShares Core U.S. Aggregate (AGG, 11.3%). Compared with Q3 2024, it opened 7 new positions, sold out of 9, added to 60 and reduced 34. The biggest buy was a new position in PPG Industries (PPG) and the biggest sale Dimensional World Ex US Core (DFAX, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- EXTON, PA
- CIK
- 0001781942
- Portfolio Value
- $659.1M (Q4 2024)
- SEC Filing
- 0001951757-25-000237 ↗ filed Feb 11, 2025
Holdings Value
Holdings 106 stocks · $659.1M
| DFAC Dimensional US Core Equity 2 | 15.04% | 2,866,625 | $99.2M | Reduce -1.0% |
| DFAU Dimensional US Core Equity M | 11.34% | 1,846,764 | $74.8M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 11.28% | 767,095 | $74.3M | Add +4.4% |
| SCHX Schwab US Large-Cap ETF | 10.52% | 2,992,754 | $69.4M | Add +0.4% |
| DFAX Dimensional World Ex US Core | 3.78% | 1,002,222 | $24.9M | Reduce -0.3% |
| MUB iShares National Muni Bond E | 3.56% | 220,295 | $23.5M | Add +0.2% |
| MBB iShares MBS ETF | 3.20% | 230,320 | $21.1M | Add +2.9% |
| EFG iShares MSCI Eafe Growth ETF | 3.09% | 210,143 | $20.3M | Add +5.0% |
| SCHB Schwab US Broad Market ETF | 3.02% | 877,441 | $19.9M | Add +0.6% |
| QUAL iShares MSCI USA Quality Fac | 2.99% | 110,758 | $19.7M | Add +1.1% |
| VLUE iShares MSCI USA Value Facto | 2.68% | 167,139 | $17.7M | Add +3.2% |
| IXUS iShares Core Intl Stock ETF | 2.66% | 264,717 | $17.5M | Add +4.7% |
| IVW iShares S&P 500 Growth ETF | 2.59% | 168,185 | $17.1M | Add +2.7% |
| PPG PPG Industries Inc. | 2.36% | 130,248 | $15.6M | New |
| IEMG iShares Core MSCI Emerging | 1.92% | 242,428 | $12.7M | Add +3.1% |
| AAPL Apple Inc. | 1.69% | 44,558 | $11.2M | Add +24.7% |
| SCHO Schwab Short-Term US Treas | 1.64% | 449,114 | $10.8M | Add +4.7% |
| IWM iShares Russell 2000 ETF | 1.41% | 41,996 | $9.3M | Reduce -0.7% |
| EFV iShares MSCI Eafe Value ETF | 1.35% | 169,443 | $8.9M | Add +3.4% |
| SUB iShares Short-Term National | 1.30% | 81,190 | $8.6M | Reduce -1.5% |
| SCHM Schwab US Mid Cap ETF | 1.15% | 272,555 | $7.6M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 0.78% | 8,726 | $5.1M | Reduce -3.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.72% | 94,648 | $4.7M | Reduce -5.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 15,032 | $4.4M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.48% | 7,546 | $3.2M | Add +1.1% |
| NVDA Nvidia Corp. | 0.46% | 22,794 | $3.1M | Reduce -7.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.38% | 43,702 | $2.5M | Reduce -2.5% |
| HD Home Depot Inc. | 0.37% | 6,241 | $2.4M | Reduce -0.2% |
| DFAS Dimensional US Small Cap ETF | 0.36% | 36,901 | $2.4M | Add +8.3% |
| AMZN Amazon.com Inc. | 0.30% | 9,067 | $2.0M | Add +8.9% |
| MRBK Meridian Corp. | 0.30% | 143,834 | $2.0M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.30% | 3,618 | $1.9M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.25% | 60,549 | $1.7M | Reduce -5.2% |
| GOOGL Alphabet Inc. Class A | 0.24% | 8,441 | $1.6M | Add +4.3% |
| META Meta Platforms Inc. Class A | 0.24% | 2,678 | $1.6M | Add +1.5% |
| VXUS Vanguard Total Intl Stock | 0.23% | 25,730 | $1.5M | Add +4.2% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 11,378 | $1.5M | Reduce -0.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.21% | 30,924 | $1.4M | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 5,662 | $1.4M | Reduce -1.4% |
| BND Vanguard Total Bond Market | 0.20% | 18,149 | $1.3M | Add +6.1% |
| TXN Texas Instruments Inc. | 0.20% | 6,886 | $1.3M | Add +0.6% |
| ABBV Abbvie Inc. | 0.14% | 5,219 | $927K | Add +3.8% |
| TSLA Tesla Inc. | 0.14% | 2,261 | $913K | Add +1.1% |
| SPGI S&P Global Inc. | 0.14% | 1,833 | $913K | Add +0.2% |
| AVGO Broadcom Inc. | 0.14% | 3,854 | $894K | Reduce -8.8% |
| JPM JPMorgan Chase & Co. | 0.12% | 3,382 | $811K | Reduce -11.9% |
| XOM Exxon Mobil Corp. | 0.12% | 7,262 | $781K | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.12% | 4,068 | $775K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.12% | 4,564 | $765K | Add +18.0% |
| VXF Vanguard Extended Market ETF | 0.11% | 3,902 | $741K | Reduce -6.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.10% | 29,622 | $672K | No change |
| WFC Wells Fargo & Co. | 0.10% | 8,997 | $632K | Reduce -78.7% |
| GLD SPDR Gold Shares | 0.09% | 2,552 | $618K | Add +24.4% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 12,141 | $581K | Add +47.4% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 2,901 | $568K | Reduce -13.1% |
| STBA S & T Bancorp Inc. | 0.08% | 14,252 | $545K | No change |
| MCD McDonald's Corp. | 0.08% | 1,853 | $537K | Reduce -0.1% |
| FULT Fulton Financial Corp. | 0.08% | 27,581 | $532K | No change |
| LLY Eli Lilly & Co. | 0.08% | 672 | $519K | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 1,940 | $512K | Reduce -3.1% |
| SCHA Schwab US Small-Cap ETF | 0.08% | 19,492 | $504K | Reduce -0.8% |
| WMT Walmart Inc. | 0.08% | 5,482 | $495K | Reduce -9.3% |
| V Visa Inc. Class A | 0.07% | 1,507 | $476K | Reduce -2.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 14,221 | $475K | Reduce -5.5% |
| LOW Lowe's Cos Inc. | 0.07% | 1,872 | $462K | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.07% | 875 | $442K | Add +0.7% |
| VGSH Vanguard Short-Term Treasury | 0.07% | 7,428 | $432K | Add +11.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.07% | 9,489 | $430K | Add +11.8% |
| JNJ Johnson & Johnson | 0.06% | 2,919 | $422K | Add +8.8% |
| PLD Prologis Inc. | 0.06% | 3,909 | $413K | Reduce -0.0% |
| MA Mastercard Inc. Class A | 0.06% | 778 | $410K | Add +1.2% |
| ORCL Oracle Corp. | 0.06% | 2,407 | $401K | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 2,287 | $387K | Add +37.4% |
| ABT Abbott Laboratories | 0.06% | 3,410 | $386K | Add +2.7% |
| COST Costco Wholesale Corp. | 0.06% | 408 | $374K | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 8,450 | $371K | Add +1.4% |
| MS Morgan Stanley | 0.06% | 2,949 | $371K | New |
| AMD Advanced Micro Devices | 0.06% | 3,009 | $363K | Reduce -20.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 615 | $360K | Add +4.2% |
| IWB iShares Russell 1000 ETF | 0.05% | 1,111 | $358K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 867 | $356K | Add +46.7% |
| DUK Duke Energy Corp. | 0.05% | 3,171 | $342K | Add +1.8% |
| CMCSA Comcast Corp. Class A | 0.05% | 8,791 | $330K | Reduce -0.2% |
| SCHR Schwab Intermediate-Term US | 0.05% | 13,155 | $320K | Reduce -5.4% |
| NFLX Netflix Inc. | 0.05% | 353 | $315K | Add +1.1% |
| CVX Chevron Corp. | 0.05% | 2,154 | $312K | Add +5.0% |
| MRK Merck & Co. Inc. | 0.04% | 2,967 | $295K | Add +16.0% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 4,496 | $287K | No change |
| ADP Automatic Data Processing | 0.04% | 977 | $286K | Add +0.5% |
| CRM Salesforce Inc. | 0.04% | 834 | $279K | Add +5.3% |
| KO The Coca-Cola Co. | 0.04% | 4,265 | $266K | Add +17.2% |
| PNC PNC Financial Services Group | 0.04% | 1,342 | $259K | Add +0.6% |
| RTX RTX Corp. | 0.04% | 2,231 | $258K | Add +1.2% |
| BA The Boeing Co. | 0.04% | 1,446 | $256K | Add +9.1% |
| NJR New Jersey Resources Corp. | 0.04% | 5,454 | $254K | Add +0.1% |
| VGIT Vanguard Intermediate-Term T | 0.04% | 4,324 | $251K | New |
| NOW ServiceNow Inc. | 0.04% | 223 | $236K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 2,073 | $231K | New |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 442 | $230K | Reduce -13.8% |
| IWV iShares Russell 3000 ETF | 0.03% | 680 | $227K | Reduce -0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| DFAX Dimensional World Ex US Core | Reduce -0.3% | 3.78% | −0.44 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.0% | 15.04% | −0.40 |
| WFC Wells Fargo & Co. | Reduce -78.7% | 0.10% | −0.28 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.3% | 0.72% | −0.07 |
| SUB iShares Short-Term National | Reduce -1.5% | 1.30% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.5% | 0.38% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 1.41% | −0.04 |
| AMD Advanced Micro Devices | Reduce -20.6% | 0.06% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.0% | 1.15% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.04 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.04 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.04 |
| LIN Linde PLC | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -3.7% | 0.78% | −0.03 |
| GE General Electric | Sold out | 0.00% | −0.03 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.03 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.03 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.2% | 0.25% | −0.03 |
| HD Home Depot Inc. | Reduce -0.2% | 0.37% | −0.03 |
| PEP Pepsico Inc. | Reduce -28.6% | 0.03% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -13.1% | 0.09% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -13.8% | 0.03% | −0.01 |
| PLD Prologis Inc. | Reduce -0.0% | 0.06% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -5.5% | 0.07% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -0.2% | 0.05% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.08% | −0.01 |
| SCHR Schwab Intermediate-Term US | Reduce -5.4% | 0.05% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.4% | 0.21% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -6.3% | 0.11% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.1% | 0.08% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -11.9% | 0.12% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.8% | 0.08% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.66% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.3% | 0.22% | −0.00 |
| WMT Walmart Inc. | Reduce -9.3% | 0.08% | −0.00 |
| IWV iShares Russell 3000 ETF | Reduce -0.1% | 0.03% | −0.00 |
| NVDA Nvidia Corp. | Reduce -7.0% | 0.46% | +0.00 |
| V Visa Inc. Class A | Reduce -2.5% | 0.07% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 0.12% | +0.01 |
| MRBK Meridian Corp. | Reduce -0.1% | 0.30% | +0.02 |
| AVGO Broadcom Inc. | Reduce -8.8% | 0.14% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| PPG PPG Industries Inc. | New | 2.36% | +2.36 |
| AAPL Apple Inc. | Add +24.7% | 1.69% | +0.40 |
| IVW iShares S&P 500 Growth ETF | Add +2.7% | 2.59% | +0.15 |
| AMZN Amazon.com Inc. | Add +8.9% | 0.30% | +0.06 |
| MS Morgan Stanley | New | 0.06% | +0.06 |
| DFAU Dimensional US Core Equity M | Add +0.9% | 11.34% | +0.05 |
| TSLA Tesla Inc. | Add +1.1% | 0.14% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +0.4% | 10.52% | +0.04 |
| VGIT Vanguard Intermediate-Term T | New | 0.04% | +0.04 |
| NOW ServiceNow Inc. | New | 0.04% | +0.04 |
| DIS The Walt Disney Co. | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 0.24% | +0.03 |
| CSCO Cisco Systems Inc. | New | 0.03% | +0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.03% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +8.3% | 0.36% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +47.4% | 0.09% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +46.7% | 0.05% | +0.02 |
| GLD SPDR Gold Shares | Add +24.4% | 0.09% | +0.02 |
| SCHB Schwab US Broad Market ETF | Add +0.6% | 3.02% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +37.4% | 0.06% | +0.01 |
| PG The Procter & Gamble Co. | Add +18.0% | 0.12% | +0.01 |
| NFLX Netflix Inc. | Add +1.1% | 0.05% | +0.01 |
| CRM Salesforce Inc. | Add +5.3% | 0.04% | +0.01 |
| BA The Boeing Co. | Add +9.1% | 0.04% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +4.7% | 1.64% | +0.01 |
| BAC Bank of America Corp. | Add +1.4% | 0.06% | +0.00 |
| VGSH Vanguard Short-Term Treasury | Add +11.7% | 0.07% | +0.00 |
| MA Mastercard Inc. Class A | Add +1.2% | 0.06% | +0.00 |
| META Meta Platforms Inc. Class A | Add +1.5% | 0.24% | +0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Add +11.8% | 0.07% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.2% | 0.05% | +0.00 |
| ADP Automatic Data Processing | Add +0.5% | 0.04% | +0.00 |
| PNC PNC Financial Services Group | Add +0.6% | 0.04% | +0.00 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.06% | +0.00 |
| CVX Chevron Corp. | Add +5.0% | 0.05% | +0.00 |
| PM Philip Morris International | Add +4.1% | 0.03% | +0.00 |
| XLK SS Technology Select Sector | Add +0.1% | 0.03% | +0.00 |
| ABT Abbott Laboratories | Add +2.7% | 0.06% | −0.00 |
| KO The Coca-Cola Co. | Add +17.2% | 0.04% | −0.00 |
| MRK Merck & Co. Inc. | Add +16.0% | 0.04% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.30% | −0.00 |
| NJR New Jersey Resources Corp. | Add +0.1% | 0.04% | −0.00 |
| BND Vanguard Total Bond Market | Add +6.1% | 0.20% | −0.00 |
| PEG Public Service Enterprise GP | Add +0.6% | 0.03% | −0.00 |
| RTX RTX Corp. | Add +1.2% | 0.04% | −0.00 |
| ORCL Oracle Corp. | Add +0.5% | 0.06% | −0.00 |
| JNJ Johnson & Johnson | Add +8.8% | 0.06% | −0.00 |
| DUK Duke Energy Corp. | Add +1.8% | 0.05% | −0.00 |
| SPGI S&P Global Inc. | Add +0.2% | 0.14% | −0.01 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.07% | −0.01 |
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 |