Meridian Wealth Partners, LLC

Name: Meridian Wealth Partners, LLC 13F holdings, Q1 2025
Creator: Meridian Wealth Partners, LLC
Published: 2025-05-13

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

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

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
LIN Linde PLC	0.03%	438	$204K	New
NJR New Jersey Resources Corp.	0.03%	4,143	$203K	Reduce -24.0%
CSCO Cisco Systems Inc.	0.03%	3,267	$202K	Reduce -9.5%

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

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