Meridian Wealth Partners, LLC

Name: Meridian Wealth Partners, LLC 13F holdings, Q2 2025
Creator: Meridian Wealth Partners, LLC
Published: 2025-08-13

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

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Meridian Wealth Partners, LLC reported 111 stock positions worth $689.7 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 14.0% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 11.9%) and Dimensional US Core Equity M (DFAU, 11.2%). Compared with Q1 2025, it opened 13 new positions, sold out of 5, added to 66 and reduced 26. The biggest buy was Nvidia (NVDA, shares +37%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −2%).

Most Recent 13F: Q2 2026
Location: EXTON, PA
CIK: 0001781942
Portfolio Value: $689.7M (Q2 2025)
SEC Filing: 0001951757-25-001074 ↗ filed Aug 13, 2025

Holdings Value

Holdings 111 stocks · $689.7M


DFAC Dimensional US Core Equity 2	14.04%	2,702,281	$96.8M	Reduce -1.7%
AGG iShares Core U.S. Aggregate	11.85%	824,036	$81.7M	Add +7.2%
DFAU Dimensional US Core Equity M	11.20%	1,824,109	$77.3M	Add +0.7%
SCHX Schwab US Large-Cap ETF	10.45%	2,949,522	$72.1M	Add +0.3%
DFAX Dimensional World Ex US Core	4.05%	950,768	$27.9M	Add +0.2%
EFG iShares MSCI Eafe Growth ETF	3.42%	210,816	$23.6M	Add +1.7%
MBB iShares MBS ETF	3.37%	247,604	$23.2M	Add +7.1%
MUB iShares National Muni Bond E	3.15%	208,214	$21.8M	Add +4.4%
IXUS iShares Core Intl Stock ETF	3.14%	280,487	$21.7M	Add +5.6%
SCHB Schwab US Broad Market ETF	3.05%	881,493	$21.0M	Add +3.1%
VLUE iShares MSCI USA Value Facto	2.87%	175,147	$19.8M	Add +3.8%
QUAL iShares MSCI USA Quality Fac	2.87%	108,297	$19.8M	Reduce -0.1%
IVW iShares S&P 500 Growth ETF	2.63%	164,750	$18.1M	Reduce -0.1%
IEMG iShares Core MSCI Emerging	2.12%	244,076	$14.7M	Add +1.3%
PPG PPG Industries Inc.	2.12%	128,440	$14.6M	Reduce -0.5%
SCHO Schwab Short-Term US Treas	1.66%	470,193	$11.5M	Add +5.1%
EFV iShares MSCI Eafe Value ETF	1.54%	167,007	$10.6M	Add +0.1%
IWM iShares Russell 2000 ETF	1.27%	40,545	$8.7M	Add +1.4%
SUB iShares Short-Term National	1.22%	79,141	$8.4M	Add +4.0%
AAPL Apple Inc.	1.19%	40,169	$8.2M	Add +1.8%
SCHM Schwab US Mid Cap ETF	1.11%	272,675	$7.6M	Add +3.0%
IVV iShares Core S&P 500 ETF	0.72%	7,980	$5.0M	Reduce -2.5%
VTEB Vanguard Tax-Exempt Bond ETF	0.66%	93,081	$4.6M	Reduce -1.7%
NVDA Nvidia Corp.	0.64%	27,726	$4.4M	Add +37.0%
VTI VG Morningstar TS MKT ETF-US	0.61%	13,855	$4.2M	Reduce -0.5%
MSFT Microsoft Corp.	0.56%	7,817	$3.9M	Add +11.0%
DFAS Dimensional US Small Cap ETF	0.44%	47,885	$3.1M	Add +9.1%
VEU Vanguard Ftse All-World Ex-U	0.35%	35,954	$2.4M	Reduce -4.0%
HD Home Depot Inc.	0.33%	6,143	$2.3M	Add +0.5%
META Meta Platforms Inc. Class A	0.31%	2,938	$2.2M	Add +16.4%
VOO Vanguard S&P 500 ETF	0.28%	3,425	$1.9M	Add +0.1%
AMZN Amazon.com Inc.	0.28%	8,772	$1.9M	Add +18.4%
MRBK Meridian Corp.	0.26%	139,726	$1.8M	Add +16.1%
SCHD Schwab US DVD Equity ETF	0.26%	67,962	$1.8M	Add +3.3%
VXUS Vanguard Total Intl Stock	0.26%	25,821	$1.8M	Reduce -0.7%
JPM JPMorgan Chase & Co.	0.23%	5,417	$1.6M	Add +69.9%
GOOGL Alphabet Inc. Class A	0.21%	8,097	$1.4M	Add +10.0%
ITOT iShares Core S&P Total U.S.	0.21%	10,483	$1.4M	Reduce -8.7%
BND Vanguard Total Bond Market	0.20%	18,995	$1.4M	Add +3.4%
TXN Texas Instruments Inc.	0.19%	6,468	$1.3M	Reduce -4.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.17%	25,502	$1.2M	Add +0.2%
VB Vanguard Most SM-Cap ETF-Usd	0.17%	4,858	$1.2M	Reduce -4.3%
AVGO Broadcom Inc.	0.15%	3,878	$1.1M	Add +0.3%
SPGI S&P Global Inc.	0.14%	1,790	$944K	Add +0.1%
ABBV Abbvie Inc.	0.13%	5,006	$929K	Add +1.4%
GOOG Alphabet Inc. Class C	0.12%	4,573	$811K	Add +19.0%
GLD SPDR Gold Shares	0.11%	2,552	$778K	No change
BRK.A Berkshire Hathaway Inc. Class A	0.11%	1	$729K	No change
WFC Wells Fargo & Co.	0.10%	8,809	$706K	Add +0.4%
SCHZ Schwab US Aggregate Bond ETF	0.10%	29,132	$677K	Reduce -2.0%
XOM Exxon Mobil Corp.	0.10%	6,238	$673K	Reduce -7.1%
TSLA Tesla Inc.	0.09%	1,994	$633K	Reduce -11.8%
CBU Community Financial System I	0.09%	10,934	$622K	No change
PG The Procter & Gamble Co.	0.08%	3,656	$582K	Reduce -0.0%
AMD Advanced Micro Devices	0.08%	3,850	$546K	Add +29.1%
STBA S & T Bancorp Inc.	0.08%	14,252	$539K	Reduce -0.0%
V Visa Inc. Class A	0.08%	1,488	$528K	Add +5.4%
MCD McDonald's Corp.	0.08%	1,797	$525K	Add +1.5%
LLY Eli Lilly & Co.	0.08%	668	$520K	Add +6.9%
VXF Vanguard Extended Market ETF	0.07%	2,608	$503K	Reduce -10.9%
CNTA Centessa Pharmaceuticals Ltd.	0.07%	38,101	$501K	New
ORCL Oracle Corp.	0.07%	2,285	$500K	Add +0.9%
FULT Fulton Financial Corp.	0.07%	27,520	$496K	Reduce -0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.07%	1,758	$492K	Add +0.3%
ESGE iShares Inc. iShares ESG Awar	0.07%	12,441	$487K	Add +0.1%
PLTR Palantir Technologies Inc. Class A	0.07%	3,497	$477K	New
WMT Walmart Inc.	0.07%	4,804	$470K	Add +2.1%
VIG Vanguard Dividend Apprec ETF	0.07%	2,295	$470K	Reduce -10.4%
ABT Abbott Laboratories	0.07%	3,356	$456K	Add +3.7%
NFLX Netflix Inc.	0.07%	340	$455K	Add +4.6%
VMBS Vanguard Mortgage-Backed Sec	0.07%	9,672	$448K	Add +0.6%
VGSH Vanguard Short-Term Treasury	0.06%	7,525	$442K	Add +0.4%
SCHA Schwab US Small-Cap ETF	0.06%	17,160	$434K	Add +3.6%
JNJ Johnson & Johnson	0.06%	2,650	$405K	Add +2.8%
LOW Lowe's Cos Inc.	0.06%	1,817	$403K	Reduce -4.1%
PLD Prologis Inc.	0.06%	3,779	$397K	Reduce -1.3%
COST Costco Wholesale Corp.	0.06%	390	$386K	Reduce -5.3%
BA The Boeing Co.	0.05%	1,803	$378K	Add +16.5%
IWB iShares Russell 1000 ETF	0.05%	1,111	$377K	No change
MA Mastercard Inc. Class A	0.05%	669	$376K	Add +2.9%
PM Philip Morris International	0.05%	2,060	$375K	Add +3.1%
SPY SS SPDR S&P 500 ETF Trust-US	0.05%	606	$374K	Reduce -4.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.05%	7,825	$370K	Reduce -1.1%
DUK Duke Energy Corp.	0.05%	3,107	$367K	Add +0.7%
TSM Taiwan Semiconductor-SP ADR	0.05%	1,584	$359K	New
VTV Vanguard Mrngstr Val ETF-Aui	0.05%	2,019	$357K	Add +6.0%
VEA Vanguard Ftse Developed ETF	0.05%	5,851	$334K	Add +27.6%
SCHR Schwab Intermediate-Term US	0.05%	13,200	$330K	Add +0.3%
GEV GE Vernova Inc.	0.05%	597	$316K	New
VUG Vanguard Mrngstar GR ETF-Sui	0.05%	710	$311K	Reduce -3.0%
CMCSA Comcast Corp. Class A	0.04%	8,647	$309K	Add +11.9%
RTX RTX Corp.	0.04%	2,112	$308K	Add +2.4%
DFUS Dimensional US Eq MKT ETF	0.04%	4,496	$301K	No change
ADP Automatic Data Processing	0.04%	924	$285K	Add +1.8%
IAU iShares Gold Trust	0.04%	4,499	$281K	New
BINC iShares Flex I A ETF-Usd Inc.	0.04%	5,033	$266K	Add +9.5%
VGIT Vanguard Intermediate-Term T	0.04%	4,325	$259K	Add +0.6%
KO The Coca-Cola Co.	0.04%	3,475	$246K	Add +3.9%
PNC PNC Financial Services Group	0.04%	1,302	$243K	Add +0.7%
CSCO Cisco Systems Inc.	0.03%	3,419	$237K	Add +4.7%
NOW ServiceNow Inc.	0.03%	229	$235K	New
XLK SS Technology Select Sector	0.03%	903	$229K	New
IWV iShares Russell 3000 ETF	0.03%	650	$228K	No change
IYW iShares Ustechnology ETF	0.03%	1,310	$227K	New
GS Goldman Sachs Group Inc.	0.03%	312	$221K	New
TEL Te Connectivity PLC	0.03%	1,275	$215K	New
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.03%	1,727	$214K	New
LIN Linde PLC	0.03%	455	$214K	Add +3.9%
VGT Vanguard Info Tech ETF	0.03%	317	$210K	New
WM Waste Management Inc.	0.03%	900	$206K	Add +1.2%
PEG Public Service Enterprise GP	0.03%	2,414	$203K	New

Portfolio Sells Q1 2025 → Q2 2025


DFAC Dimensional US Core Equity 2	Reduce -1.7%	14.04%	−0.43
PPG PPG Industries Inc.	Reduce -0.5%	2.12%	−0.14
VTEB Vanguard Tax-Exempt Bond ETF	Reduce -1.7%	0.66%	−0.09
QUAL iShares MSCI USA Quality Fac	Reduce -0.1%	2.87%	−0.09
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.07
CVX Chevron Corp.	Sold out	0.00%	−0.03
TMO Thermo Fisher Scientific Inc.	Sold out	0.00%	−0.03
MRK Merck & Co. Inc.	Sold out	0.00%	−0.03
NJR New Jersey Resources Corp.	Sold out	0.00%	−0.03
XOM Exxon Mobil Corp.	Reduce -7.1%	0.10%	−0.03
ITOT iShares Core S&P Total U.S.	Reduce -8.7%	0.21%	−0.02
IVV iShares Core S&P 500 ETF	Reduce -2.5%	0.72%	−0.02
PG The Procter & Gamble Co.	Reduce -0.0%	0.08%	−0.01
VB Vanguard Most SM-Cap ETF-Usd	Reduce -4.3%	0.17%	−0.01
VEU Vanguard Ftse All-World Ex-U	Reduce -4.0%	0.35%	−0.01
LOW Lowe's Cos Inc.	Reduce -4.1%	0.06%	−0.01
SCHZ Schwab US Aggregate Bond ETF	Reduce -2.0%	0.10%	−0.01
VIG Vanguard Dividend Apprec ETF	Reduce -10.4%	0.07%	−0.01
PLD Prologis Inc.	Reduce -1.3%	0.06%	−0.01
FULT Fulton Financial Corp.	Reduce -0.2%	0.07%	−0.01
VXF Vanguard Extended Market ETF	Reduce -10.9%	0.07%	−0.01
COST Costco Wholesale Corp.	Reduce -5.3%	0.06%	−0.01
STBA S & T Bancorp Inc.	Reduce -0.0%	0.08%	−0.01
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -4.6%	0.05%	−0.00
TSLA Tesla Inc.	Reduce -11.8%	0.09%	−0.00
VTI VG Morningstar TS MKT ETF-US	Reduce -0.5%	0.61%	−0.00
TXN Texas Instruments Inc.	Reduce -4.6%	0.19%	+0.00
VXUS Vanguard Total Intl Stock	Reduce -0.7%	0.26%	+0.00
BAC Bank of America Corp.	Reduce -1.1%	0.05%	+0.00
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -3.0%	0.05%	+0.00
IVW iShares S&P 500 Growth ETF	Reduce -0.1%	2.63%	+0.19

Portfolio Buys Q1 2025 → Q2 2025


NVDA Nvidia Corp.	Add +37.0%	0.64%	+0.29
IXUS iShares Core Intl Stock ETF	Add +5.6%	3.14%	+0.18
MSFT Microsoft Corp.	Add +11.0%	0.56%	+0.14
EFG iShares MSCI Eafe Growth ETF	Add +1.7%	3.42%	+0.11
SCHB Schwab US Broad Market ETF	Add +3.1%	3.05%	+0.11
JPM JPMorgan Chase & Co.	Add +69.9%	0.23%	+0.10
SCHX Schwab US Large-Cap ETF	Add +0.3%	10.45%	+0.09
DFAU Dimensional US Core Equity M	Add +0.7%	11.20%	+0.09
META Meta Platforms Inc. Class A	Add +16.4%	0.31%	+0.08
DFAX Dimensional World Ex US Core	Add +0.2%	4.05%	+0.08
CNTA Centessa Pharmaceuticals Ltd.	New	0.07%	+0.07
PLTR Palantir Technologies Inc. Class A	New	0.07%	+0.07
AMZN Amazon.com Inc.	Add +18.4%	0.28%	+0.05
TSM Taiwan Semiconductor-SP ADR	New	0.05%	+0.05
AVGO Broadcom Inc.	Add +0.3%	0.15%	+0.05
IEMG iShares Core MSCI Emerging	Add +1.3%	2.12%	+0.05
GEV GE Vernova Inc.	New	0.05%	+0.05
IAU iShares Gold Trust	New	0.04%	+0.04
NOW ServiceNow Inc.	New	0.03%	+0.03
XLK SS Technology Select Sector	New	0.03%	+0.03
IYW iShares Ustechnology ETF	New	0.03%	+0.03
GS Goldman Sachs Group Inc.	New	0.03%	+0.03
TEL Te Connectivity PLC	New	0.03%	+0.03
DIS The Walt Disney Co.	New	0.03%	+0.03
VGT Vanguard Info Tech ETF	New	0.03%	+0.03
AMD Advanced Micro Devices	Add +29.1%	0.08%	+0.03
PEG Public Service Enterprise GP	New	0.03%	+0.03
GOOGL Alphabet Inc. Class A	Add +10.0%	0.21%	+0.03
DFAS Dimensional US Small Cap ETF	Add +9.1%	0.44%	+0.02
ORCL Oracle Corp.	Add +0.9%	0.07%	+0.02
GOOG Alphabet Inc. Class C	Add +19.0%	0.12%	+0.02
NFLX Netflix Inc.	Add +4.6%	0.07%	+0.02
BA The Boeing Co.	Add +16.5%	0.05%	+0.01
VEA Vanguard Ftse Developed ETF	Add +27.6%	0.05%	+0.01
PM Philip Morris International	Add +3.1%	0.05%	+0.00
VLUE iShares MSCI USA Value Facto	Add +3.8%	2.87%	+0.00
CSCO Cisco Systems Inc.	Add +4.7%	0.03%	+0.00
WMT Walmart Inc.	Add +2.1%	0.07%	+0.00
WFC Wells Fargo & Co.	Add +0.4%	0.10%	+0.00
SCHM Schwab US Mid Cap ETF	Add +3.0%	1.11%	+0.00
ESGE iShares Inc. iShares ESG Awar	Add +0.1%	0.07%	+0.00
VOO Vanguard S&P 500 ETF	Add +0.1%	0.28%	+0.00
RTX RTX Corp.	Add +2.4%	0.04%	+0.00
SCHA Schwab US Small-Cap ETF	Add +3.6%	0.06%	+0.00
BINC iShares Flex I A ETF-Usd Inc.	Add +9.5%	0.04%	+0.00
CMCSA Comcast Corp. Class A	Add +11.9%	0.04%	−0.00
VTV Vanguard Mrngstr Val ETF-Aui	Add +6.0%	0.05%	−0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +0.3%	0.07%	−0.00
PNC PNC Financial Services Group	Add +0.7%	0.04%	−0.00
LIN Linde PLC	Add +3.9%	0.03%	−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