Meridian Wealth Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Meridian Wealth Partners, LLC reported 103 stock positions worth $626.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 14.5% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 12.1%) and Dimensional US Core Equity M (DFAU, 11.1%). Compared with Q4 2024, it opened 4 new positions, sold out of 7, added to 22 and reduced 72. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +0%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −4%).

Most Recent 13F
Q2 2026
Location
EXTON, PA
CIK
0001781942
Portfolio Value
$626.6M (Q1 2025)
SEC Filing
0001951757-25-000551 ↗ filed May 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $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 $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 103 stocks · $626.6M
DFAC Dimensional US Core Equity 2 14.47% 2,748,362 $90.7M Reduce -4.1%
AGG iShares Core U.S. Aggregate 12.14% 769,046 $76.1M Add +0.3%
DFAU Dimensional US Core Equity M 11.12% 1,811,961 $69.7M Reduce -1.9%
SCHX Schwab US Large-Cap ETF 10.36% 2,940,932 $64.9M Reduce -1.7%
DFAX Dimensional World Ex US Core 3.97% 948,582 $24.9M Reduce -5.3%
MBB iShares MBS ETF 3.46% 231,123 $21.7M Add +0.3%
MUB iShares National Muni Bond E 3.36% 199,472 $21.0M Reduce -9.4%
EFG iShares MSCI Eafe Growth ETF 3.31% 207,289 $20.7M Reduce -1.4%
IXUS iShares Core Intl Stock ETF 2.96% 265,571 $18.5M Add +0.3%
QUAL iShares MSCI USA Quality Fac 2.96% 108,364 $18.5M Reduce -2.2%
SCHB Schwab US Broad Market ETF 2.94% 854,807 $18.4M Reduce -2.6%
VLUE iShares MSCI USA Value Facto 2.87% 168,703 $18.0M Add +0.9%
IVW iShares S&P 500 Growth ETF 2.44% 164,919 $15.3M Reduce -1.9%
PPG PPG Industries Inc. 2.25% 129,112 $14.1M Reduce -0.9%
IEMG iShares Core MSCI Emerging 2.08% 240,951 $13.0M Reduce -0.6%
SCHO Schwab Short-Term US Treas 1.74% 447,392 $10.9M Reduce -0.4%
EFV iShares MSCI Eafe Value ETF 1.57% 166,753 $9.8M Reduce -1.6%
AAPL Apple Inc. 1.40% 39,465 $8.8M Reduce -11.4%
SUB iShares Short-Term National 1.28% 76,082 $8.0M Reduce -6.3%
IWM iShares Russell 2000 ETF 1.27% 39,990 $8.0M Reduce -4.8%
SCHM Schwab US Mid Cap ETF 1.11% 264,817 $6.9M Reduce -2.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.75% 94,648 $4.7M No change
IVV iShares Core S&P 500 ETF 0.73% 8,181 $4.6M Reduce -6.3%
VTI VG Morningstar TS MKT ETF-US 0.61% 13,922 $3.8M Reduce -7.4%
MSFT Microsoft Corp. 0.42% 7,045 $2.6M Reduce -6.6%
DFAS Dimensional US Small Cap ETF 0.42% 43,886 $2.6M Add +18.9%
VEU Vanguard Ftse All-World Ex-U 0.36% 37,462 $2.3M Reduce -14.3%
HD Home Depot Inc. 0.36% 6,111 $2.2M Reduce -2.1%
NVDA Nvidia Corp. 0.35% 20,233 $2.2M Reduce -11.2%
SCHD Schwab US DVD Equity ETF 0.29% 65,819 $1.8M Add +8.7%
VOO Vanguard S&P 500 ETF 0.28% 3,423 $1.8M Reduce -5.4%
MRBK Meridian Corp. 0.28% 120,380 $1.7M Reduce -16.3%
VXUS Vanguard Total Intl Stock 0.26% 26,009 $1.6M Add +1.1%
META Meta Platforms Inc. Class A 0.23% 2,525 $1.5M Reduce -5.7%
AMZN Amazon.com Inc. 0.23% 7,411 $1.4M Reduce -18.3%
ITOT iShares Core S&P Total U.S. 0.22% 11,480 $1.4M Add +0.9%
BND Vanguard Total Bond Market 0.22% 18,371 $1.3M Add +1.2%
TXN Texas Instruments Inc. 0.19% 6,780 $1.2M Reduce -1.5%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.19% 25,454 $1.2M Reduce -17.7%
GOOGL Alphabet Inc. Class A 0.18% 7,358 $1.1M Reduce -12.8%
VB Vanguard Most SM-Cap ETF-Usd 0.18% 5,078 $1.1M Reduce -10.3%
ABBV Abbvie Inc. 0.17% 4,937 $1.0M Reduce -5.4%
SPGI S&P Global Inc. 0.14% 1,788 $909K Reduce -2.5%
XOM Exxon Mobil Corp. 0.13% 6,716 $799K Reduce -7.5%
BRK.A Berkshire Hathaway Inc. Class A 0.13% 1 $798K New
JPM JPMorgan Chase & Co. 0.12% 3,188 $782K Reduce -5.7%
GLD SPDR Gold Shares 0.12% 2,552 $735K No change
SCHZ Schwab US Aggregate Bond ETF 0.11% 29,737 $689K Add +0.4%
AVGO Broadcom Inc. 0.10% 3,866 $647K Add +0.3%
WFC Wells Fargo & Co. 0.10% 8,770 $630K Reduce -2.5%
PG The Procter & Gamble Co. 0.10% 3,657 $623K Reduce -19.9%
CBU Community Financial System I 0.10% 10,934 $622K New
GOOG Alphabet Inc. Class C 0.10% 3,844 $601K Reduce -5.5%
TSLA Tesla Inc. 0.09% 2,262 $586K Add +0.0%
MCD McDonald's Corp. 0.09% 1,770 $553K Reduce -4.5%
STBA S & T Bancorp Inc. 0.08% 14,256 $528K Add +0.0%
LLY Eli Lilly & Co. 0.08% 625 $516K Reduce -7.0%
VXF Vanguard Extended Market ETF 0.08% 2,926 $504K Reduce -25.0%
FULT Fulton Financial Corp. 0.08% 27,581 $499K No change
VIG Vanguard Dividend Apprec ETF 0.08% 2,562 $497K Reduce -11.7%
V Visa Inc. Class A 0.08% 1,412 $495K Reduce -6.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 1,753 $453K Reduce -9.6%
VMBS Vanguard Mortgage-Backed Sec 0.07% 9,615 $445K Add +1.3%
LOW Lowe's Cos Inc. 0.07% 1,894 $442K Add +1.2%
VGSH Vanguard Short-Term Treasury 0.07% 7,496 $440K Add +0.9%
ESGE iShares Inc. iShares ESG Awar 0.07% 12,422 $434K Reduce -12.7%
ABT Abbott Laboratories 0.07% 3,235 $429K Reduce -5.1%
PLD Prologis Inc. 0.07% 3,830 $428K Reduce -2.0%
JNJ Johnson & Johnson 0.07% 2,578 $428K Reduce -11.7%
UNH Unitedhealth Group Inc. 0.07% 789 $413K Reduce -9.8%
WMT Walmart Inc. 0.07% 4,705 $413K Reduce -14.2%
COST Costco Wholesale Corp. 0.06% 412 $390K Add +1.0%
SCHA Schwab US Small-Cap ETF 0.06% 16,562 $388K Reduce -15.0%
DUK Duke Energy Corp. 0.06% 3,087 $377K Reduce -2.6%
MA Mastercard Inc. Class A 0.06% 650 $356K Reduce -16.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 635 $355K Add +3.3%
IWB iShares Russell 1000 ETF 0.05% 1,111 $341K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 7,915 $330K Reduce -6.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 1,905 $329K Reduce -16.7%
SCHR Schwab Intermediate-Term US 0.05% 13,162 $327K Add +0.1%
PM Philip Morris International 0.05% 1,998 $317K Add +12.2%
ORCL Oracle Corp. 0.05% 2,265 $317K Reduce -5.9%
AMD Advanced Micro Devices 0.05% 2,983 $306K Reduce -0.9%
NFLX Netflix Inc. 0.05% 325 $303K Reduce -7.9%
CMCSA Comcast Corp. Class A 0.05% 7,728 $285K Reduce -12.1%
ADP Automatic Data Processing 0.04% 908 $277K Reduce -7.1%
RTX RTX Corp. 0.04% 2,062 $273K Reduce -7.6%
DFUS Dimensional US Eq MKT ETF 0.04% 4,496 $272K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 732 $271K Reduce -15.6%
BA The Boeing Co. 0.04% 1,548 $264K Add +7.0%
VGIT Vanguard Intermediate-Term T 0.04% 4,300 $255K Reduce -0.6%
BINC iShares Flex I A ETF-Usd Inc. 0.04% 4,595 $241K Add +17.4%
KO The Coca-Cola Co. 0.04% 3,346 $240K Reduce -21.6%
VEA Vanguard Ftse Developed ETF 0.04% 4,586 $233K Reduce -62.2%
PNC PNC Financial Services Group 0.04% 1,293 $227K Reduce -3.6%
CVX Chevron Corp. 0.03% 1,306 $219K Reduce -39.4%
TMO Thermo Fisher Scientific Inc. 0.03% 430 $214K Reduce -2.7%
MRK Merck & Co. Inc. 0.03% 2,374 $213K Reduce -20.0%
IWV iShares Russell 3000 ETF 0.03% 650 $207K Reduce -4.4%
WM Waste Management Inc. 0.03% 889 $206K New

Show all 103 holdings

Portfolio Sells Q4 2024 → Q1 2025
DFAC Dimensional US Core Equity 2 Reduce -4.1% 14.47% −0.57
AAPL Apple Inc. Reduce -11.4% 1.40% −0.29
DFAU Dimensional US Core Equity M Reduce -1.9% 11.12% −0.23
MUB iShares National Muni Bond E Reduce -9.4% 3.36% −0.20
SCHX Schwab US Large-Cap ETF Reduce -1.7% 10.36% −0.16
IVW iShares S&P 500 Growth ETF Reduce -1.9% 2.44% −0.15
IWM iShares Russell 2000 ETF Reduce -4.8% 1.27% −0.13
NVDA Nvidia Corp. Reduce -11.2% 0.35% −0.11
PPG PPG Industries Inc. Reduce -0.9% 2.25% −0.11
SCHB Schwab US Broad Market ETF Reduce -2.6% 2.94% −0.08
AMZN Amazon.com Inc. Reduce -18.3% 0.23% −0.08
GOOGL Alphabet Inc. Class A Reduce -12.8% 0.18% −0.06
MSFT Microsoft Corp. Reduce -6.6% 0.42% −0.06
MS Morgan Stanley Sold out 0.00% −0.06
VEA Vanguard Ftse Developed ETF Reduce -62.2% 0.04% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -7.4% 0.61% −0.05
IVV iShares Core S&P 500 ETF Reduce -6.3% 0.73% −0.05
CRM Salesforce Inc. Sold out 0.00% −0.04
SCHM Schwab US Mid Cap ETF Reduce -2.8% 1.11% −0.04
QUAL iShares MSCI USA Quality Fac Reduce -2.2% 2.96% −0.04
NOW ServiceNow Inc. Sold out 0.00% −0.04
DIS The Walt Disney Co. Sold out 0.00% −0.04
VXF Vanguard Extended Market ETF Reduce -25.0% 0.08% −0.03
XLK SS Technology Select Sector Sold out 0.00% −0.03
PEG Public Service Enterprise GP Sold out 0.00% −0.03
PEP Pepsico Inc. Sold out 0.00% −0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -10.3% 0.18% −0.03
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -17.7% 0.19% −0.02
MRBK Meridian Corp. Reduce -16.3% 0.28% −0.02
GOOG Alphabet Inc. Class C Reduce -5.5% 0.10% −0.02
VEU Vanguard Ftse All-World Ex-U Reduce -14.3% 0.36% −0.02
SUB iShares Short-Term National Reduce -6.3% 1.28% −0.02
PG The Procter & Gamble Co. Reduce -19.9% 0.10% −0.02
VOO Vanguard S&P 500 ETF Reduce -5.4% 0.28% −0.01
SCHA Schwab US Small-Cap ETF Reduce -15.0% 0.06% −0.01
CVX Chevron Corp. Reduce -39.4% 0.03% −0.01
HD Home Depot Inc. Reduce -2.1% 0.36% −0.01
MRK Merck & Co. Inc. Reduce -20.0% 0.03% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -15.6% 0.04% −0.01
ORCL Oracle Corp. Reduce -5.9% 0.05% −0.01
WMT Walmart Inc. Reduce -14.2% 0.07% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -11.7% 0.08% −0.01
AMD Advanced Micro Devices Reduce -0.9% 0.05% −0.01
NJR New Jersey Resources Corp. Reduce -24.0% 0.03% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -16.7% 0.05% −0.01
META Meta Platforms Inc. Class A Reduce -5.7% 0.23% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -9.6% 0.07% −0.01
MA Mastercard Inc. Class A Reduce -16.4% 0.06% −0.01
CMCSA Comcast Corp. Class A Reduce -12.1% 0.05% −0.00
BAC Bank of America Corp. Reduce -6.3% 0.05% −0.00

Portfolio Buys Q4 2024 → Q1 2025
AGG iShares Core U.S. Aggregate Add +0.3% 12.14% +0.86
IXUS iShares Core Intl Stock ETF Add +0.3% 2.96% +0.30
MBB iShares MBS ETF Add +0.3% 3.46% +0.26
VLUE iShares MSCI USA Value Facto Add +0.9% 2.87% +0.19
BRK.A Berkshire Hathaway Inc. Class A New 0.13% +0.13
CBU Community Financial System I New 0.10% +0.10
DFAS Dimensional US Small Cap ETF Add +18.9% 0.42% +0.05
SCHD Schwab US DVD Equity ETF Add +8.7% 0.29% +0.04
WM Waste Management Inc. New 0.03% +0.03
LIN Linde PLC New 0.03% +0.03
VXUS Vanguard Total Intl Stock Add +1.1% 0.26% +0.03
PM Philip Morris International Add +12.2% 0.05% +0.02
BND Vanguard Total Bond Market Add +1.2% 0.22% +0.02
SCHZ Schwab US Aggregate Bond ETF Add +0.4% 0.11% +0.01
BINC iShares Flex I A ETF-Usd Inc. Add +17.4% 0.04% +0.01
VMBS Vanguard Mortgage-Backed Sec Add +1.3% 0.07% +0.01
COST Costco Wholesale Corp. Add +1.0% 0.06% +0.01
VGSH Vanguard Short-Term Treasury Add +0.9% 0.07% +0.00
SCHR Schwab Intermediate-Term US Add +0.1% 0.05% +0.00
BA The Boeing Co. Add +7.0% 0.04% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +3.3% 0.06% +0.00
STBA S & T Bancorp Inc. Add +0.0% 0.08% +0.00
ITOT iShares Core S&P Total U.S. Add +0.9% 0.22% +0.00
LOW Lowe's Cos Inc. Add +1.2% 0.07% +0.00
AVGO Broadcom Inc. Add +0.3% 0.10% −0.03
TSLA Tesla Inc. Add +0.0% 0.09% −0.04

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