Meridian Wealth Partners, LLC

Name: Meridian Wealth Partners, LLC 13F holdings, Q3 2025
Creator: Meridian Wealth Partners, LLC
Published: 2025-11-13

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

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Meridian Wealth Partners, LLC reported 113 stock positions worth $726.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 14.1% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 12.4%) and iShares Core U.S. Aggregate (AGG, 11.9%). Compared with Q2 2025, it opened 8 new positions, sold out of 6, added to 28 and reduced 67. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +16%) and the biggest sale Dimensional US Core Equity M (DFAU, shares −39%).

Most Recent 13F: Q2 2026
Location: EXTON, PA
CIK: 0001781942
Portfolio Value: $726.6M (Q3 2025)
SEC Filing: 0001951757-25-001412 ↗ filed Nov 13, 2025

Holdings Value

Holdings 113 stocks · $726.6M


DFAC Dimensional US Core Equity 2	14.07%	2,650,924	$102.2M	Reduce -1.9%
SCHX Schwab US Large-Cap ETF	12.38%	3,414,766	$89.9M	Add +15.8%
AGG iShares Core U.S. Aggregate	11.85%	859,168	$86.1M	Add +4.3%
DFAU Dimensional US Core Equity M	7.00%	1,111,458	$50.9M	Reduce -39.1%
IVW iShares S&P 500 Growth ETF	4.29%	258,036	$31.2M	Add +56.6%
EFG iShares MSCI Eafe Growth ETF	4.12%	262,856	$29.9M	Add +24.7%
DFAX Dimensional World Ex US Core	4.08%	945,802	$29.7M	Reduce -0.5%
MBB iShares MBS ETF	3.40%	259,900	$24.7M	Add +5.0%
IXUS iShares Core Intl Stock ETF	3.35%	295,180	$24.4M	Add +5.2%
SCHB Schwab US Broad Market ETF	3.18%	897,719	$23.1M	Add +1.8%
VLUE iShares MSCI USA Value Facto	3.13%	182,117	$22.8M	Add +4.0%
QUAL iShares MSCI USA Quality Fac	3.03%	113,099	$22.0M	Add +4.4%
MUB iShares National Muni Bond E	2.93%	200,095	$21.3M	Reduce -3.9%
IEMG iShares Core MSCI Emerging	2.58%	284,727	$18.8M	Add +16.7%
EFV iShares MSCI Eafe Value ETF	2.19%	234,655	$15.9M	Add +40.5%
SCHO Schwab Short-Term US Treas	1.67%	498,390	$12.2M	Add +6.0%
AAPL Apple Inc.	1.35%	38,455	$9.8M	Reduce -4.3%
IWM iShares Russell 2000 ETF	1.33%	40,089	$9.7M	Reduce -1.1%
PPG PPG Industries Inc.	1.19%	82,403	$8.7M	Reduce -35.8%
SUB iShares Short-Term National	1.11%	75,349	$8.0M	Reduce -4.8%
SCHM Schwab US Mid Cap ETF	1.08%	265,513	$7.9M	Reduce -2.6%
IVV iShares Core S&P 500 ETF	0.67%	7,239	$4.8M	Reduce -9.3%
VTEB Vanguard Tax-Exempt Bond ETF	0.64%	93,006	$4.7M	Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US	0.63%	13,855	$4.5M	No change
DFAS Dimensional US Small Cap ETF	0.52%	55,561	$3.8M	Add +16.0%
MSFT Microsoft Corp.	0.51%	7,095	$3.7M	Reduce -9.2%
NVDA Nvidia Corp.	0.50%	19,656	$3.7M	Reduce -29.1%
VEU Vanguard Ftse All-World Ex-U	0.32%	32,677	$2.3M	Reduce -9.1%
HD Home Depot Inc.	0.31%	5,519	$2.2M	Reduce -10.2%
VOO Vanguard S&P 500 ETF	0.30%	3,518	$2.2M	Add +2.7%
META Meta Platforms Inc. Class A	0.25%	2,516	$1.8M	Reduce -14.4%
GOOGL Alphabet Inc. Class A	0.24%	7,201	$1.8M	Reduce -11.1%
AMZN Amazon.com Inc.	0.24%	7,818	$1.7M	Reduce -10.9%
BND Vanguard Total Bond Market	0.20%	19,980	$1.5M	Add +5.2%
VXUS Vanguard Total Intl Stock	0.20%	19,762	$1.5M	Reduce -23.5%
ITOT iShares Core S&P Total U.S.	0.20%	9,918	$1.4M	Reduce -5.4%
SCHD Schwab US DVD Equity ETF	0.19%	49,338	$1.3M	Reduce -27.4%
AVGO Broadcom Inc.	0.17%	3,663	$1.2M	Reduce -5.5%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.16%	25,610	$1.2M	Add +0.4%
TXN Texas Instruments Inc.	0.16%	6,245	$1.1M	Reduce -3.5%
MRBK Meridian Corp.	0.16%	72,230	$1.1M	Reduce -48.3%
JPM JPMorgan Chase & Co.	0.13%	2,969	$936K	Reduce -45.2%
GOOG Alphabet Inc. Class C	0.13%	3,767	$917K	Reduce -17.6%
GLD SPDR Gold Shares	0.12%	2,552	$907K	No change
TSLA Tesla Inc.	0.12%	2,033	$904K	Add +2.0%
VB Vanguard Most SM-Cap ETF-Usd	0.12%	3,551	$903K	Reduce -26.9%
SPGI S&P Global Inc.	0.12%	1,773	$863K	Reduce -0.9%
BRK.A Berkshire Hathaway Inc. Class A	0.10%	1	$754K	No change
XOM Exxon Mobil Corp.	0.10%	6,132	$691K	Reduce -1.7%
VTV Vanguard Mrngstr Val ETF-Aui	0.09%	3,437	$641K	Add +70.2%
CBU Community Financial System I	0.09%	10,927	$641K	Reduce -0.1%
ORCL Oracle Corp.	0.09%	2,233	$628K	Reduce -2.3%
ABBV Abbvie Inc.	0.08%	2,650	$614K	Reduce -47.1%
VXF Vanguard Extended Market ETF	0.08%	2,608	$546K	No change
MCD McDonald's Corp.	0.07%	1,788	$543K	Reduce -0.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.07%	1,763	$518K	Add +0.3%
FULT Fulton Financial Corp.	0.07%	27,520	$513K	No change
ESGE iShares Inc. iShares ESG Awar	0.07%	11,410	$495K	Reduce -8.3%
VMBS Vanguard Mortgage-Backed Sec	0.07%	10,305	$484K	Add +6.5%
VGSH Vanguard Short-Term Treasury	0.07%	8,182	$482K	Add +8.7%
WMT Walmart Inc.	0.07%	4,647	$479K	Reduce -3.3%
V Visa Inc. Class A	0.07%	1,403	$479K	Reduce -5.7%
SCHA Schwab US Small-Cap ETF	0.07%	17,104	$477K	Reduce -0.3%
AMD Advanced Micro Devices	0.06%	2,862	$463K	Reduce -25.7%
JNJ Johnson & Johnson	0.06%	2,486	$461K	Reduce -6.2%
LOW Lowe's Cos Inc.	0.06%	1,791	$450K	Reduce -1.4%
VIG Vanguard Dividend Apprec ETF	0.06%	2,074	$448K	Reduce -9.6%
LLY Eli Lilly & Co.	0.06%	576	$439K	Reduce -13.8%
CNTA Centessa Pharmaceuticals Ltd.	0.06%	18,101	$439K	Reduce -52.5%
VUG Vanguard Mrngstar GR ETF-Sui	0.06%	859	$412K	Add +21.0%
IWB iShares Russell 1000 ETF	0.06%	1,111	$406K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.06%	606	$404K	No change
VGVT Vanguard Govt Sec Active ETF	0.05%	5,141	$393K	New
PG The Procter & Gamble Co.	0.05%	2,520	$387K	Reduce -31.1%
SCHZ Schwab US Aggregate Bond ETF	0.05%	16,481	$387K	Reduce -43.4%
NFLX Netflix Inc.	0.05%	317	$380K	Reduce -6.8%
MA Mastercard Inc. Class A	0.05%	632	$360K	Reduce -5.5%
VGT Vanguard Info Tech ETF	0.05%	467	$349K	Add +47.3%
VEA Vanguard Ftse Developed ETF	0.05%	5,799	$347K	Reduce -0.9%
COST Costco Wholesale Corp.	0.05%	367	$340K	Reduce -5.9%
RTX RTX Corp.	0.05%	2,007	$336K	Reduce -5.0%
SCHR Schwab Intermediate-Term US	0.05%	13,329	$335K	Add +1.0%
IAU iShares Gold Trust	0.05%	4,514	$328K	Add +0.3%
DFUS Dimensional US Eq MKT ETF	0.04%	4,496	$326K	No change
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.04%	6,311	$326K	Reduce -19.4%
PM Philip Morris International	0.04%	1,885	$306K	Reduce -8.5%
QQQ Invesco QQQ Trust Series 1	0.04%	498	$299K	New
ABT Abbott Laboratories	0.04%	2,198	$294K	Reduce -34.5%
BA The Boeing Co.	0.04%	1,358	$293K	Reduce -24.7%
BINC iShares Flex I A ETF-Usd Inc.	0.04%	5,404	$288K	Add +7.4%
UNH Unitedhealth Group Inc.	0.04%	817	$282K	New
TEL Te Connectivity PLC	0.04%	1,262	$277K	Reduce -1.0%
APP AppLovin Corp. Class A	0.04%	374	$269K	New
ADP Automatic Data Processing	0.04%	891	$262K	Reduce -3.6%
PNC PNC Financial Services Group	0.04%	1,279	$257K	Reduce -1.8%
PLTR Palantir Technologies Inc. Class A	0.04%	1,402	$256K	Reduce -59.9%
XLK SS Technology Select Sector	0.04%	903	$254K	No change
IWV iShares Russell 3000 ETF	0.03%	650	$246K	No change
PLD Prologis Inc.	0.03%	2,098	$240K	Reduce -44.5%
VGIT Vanguard Intermediate-Term T	0.03%	3,801	$228K	Reduce -12.1%

Show all 113 holdings

Portfolio Sells Q2 2025 → Q3 2025


DFAU Dimensional US Core Equity M	Reduce -39.1%	7.00%	−4.20
PPG PPG Industries Inc.	Reduce -35.8%	1.19%	−0.93
MUB iShares National Muni Bond E	Reduce -3.9%	2.93%	−0.22
NVDA Nvidia Corp.	Reduce -29.1%	0.50%	−0.13
SUB iShares Short-Term National	Reduce -4.8%	1.11%	−0.11
MRBK Meridian Corp.	Reduce -48.3%	0.16%	−0.10
JPM JPMorgan Chase & Co.	Reduce -45.2%	0.13%	−0.10
STBA S & T Bancorp Inc.	Sold out	0.00%	−0.08
SCHD Schwab US DVD Equity ETF	Reduce -27.4%	0.19%	−0.08
WFC Wells Fargo & Co.	Reduce -71.1%	0.03%	−0.07
META Meta Platforms Inc. Class A	Reduce -14.4%	0.25%	−0.06
VXUS Vanguard Total Intl Stock	Reduce -23.5%	0.20%	−0.06
MSFT Microsoft Corp.	Reduce -9.2%	0.51%	−0.06
TSM Taiwan Semiconductor-SP ADR	Sold out	0.00%	−0.05
IVV iShares Core S&P 500 ETF	Reduce -9.3%	0.67%	−0.05
ABBV Abbvie Inc.	Reduce -47.1%	0.08%	−0.05
GEV GE Vernova Inc.	Sold out	0.00%	−0.05
SCHZ Schwab US Aggregate Bond ETF	Reduce -43.4%	0.05%	−0.04
AMZN Amazon.com Inc.	Reduce -10.9%	0.24%	−0.04
VB Vanguard Most SM-Cap ETF-Usd	Reduce -26.9%	0.12%	−0.04
TXN Texas Instruments Inc.	Reduce -3.5%	0.16%	−0.04
NOW ServiceNow Inc.	Sold out	0.00%	−0.03
PLTR Palantir Technologies Inc. Class A	Reduce -59.9%	0.04%	−0.03
IYW iShares Ustechnology ETF	Sold out	0.00%	−0.03
PG The Procter & Gamble Co.	Reduce -31.1%	0.05%	−0.03
DIS The Walt Disney Co.	Sold out	0.00%	−0.03
VEU Vanguard Ftse All-World Ex-U	Reduce -9.1%	0.32%	−0.03
SCHM Schwab US Mid Cap ETF	Reduce -2.6%	1.08%	−0.03
ABT Abbott Laboratories	Reduce -34.5%	0.04%	−0.03
PLD Prologis Inc.	Reduce -44.5%	0.03%	−0.02
DUK Duke Energy Corp.	Reduce -41.0%	0.03%	−0.02
VTEB Vanguard Tax-Exempt Bond ETF	Reduce -0.1%	0.64%	−0.02
HD Home Depot Inc.	Reduce -10.2%	0.31%	−0.02
SPGI S&P Global Inc.	Reduce -0.9%	0.12%	−0.02
AMD Advanced Micro Devices	Reduce -25.7%	0.06%	−0.02
LLY Eli Lilly & Co.	Reduce -13.8%	0.06%	−0.01
BA The Boeing Co.	Reduce -24.7%	0.04%	−0.01
NFLX Netflix Inc.	Reduce -6.8%	0.05%	−0.01
CMCSA Comcast Corp. Class A	Reduce -16.2%	0.03%	−0.01
PM Philip Morris International	Reduce -8.5%	0.04%	−0.01
CNTA Centessa Pharmaceuticals Ltd.	Reduce -52.5%	0.06%	−0.01
V Visa Inc. Class A	Reduce -5.7%	0.07%	−0.01
COST Costco Wholesale Corp.	Reduce -5.9%	0.05%	−0.01
BAC Bank of America Corp.	Reduce -19.4%	0.04%	−0.01
KO The Coca-Cola Co.	Reduce -9.0%	0.03%	−0.01
VIG Vanguard Dividend Apprec ETF	Reduce -9.6%	0.06%	−0.01
ITOT iShares Core S&P Total U.S.	Reduce -5.4%	0.20%	−0.01
VGIT Vanguard Intermediate-Term T	Reduce -12.1%	0.03%	−0.01
ADP Automatic Data Processing	Reduce -3.6%	0.04%	−0.01
MA Mastercard Inc. Class A	Reduce -5.5%	0.05%	−0.01

Portfolio Buys Q2 2025 → Q3 2025


SCHX Schwab US Large-Cap ETF	Add +15.8%	12.38%	+1.93
IVW iShares S&P 500 Growth ETF	Add +56.6%	4.29%	+1.66
EFG iShares MSCI Eafe Growth ETF	Add +24.7%	4.12%	+0.70
EFV iShares MSCI Eafe Value ETF	Add +40.5%	2.19%	+0.65
IEMG iShares Core MSCI Emerging	Add +16.7%	2.58%	+0.46
VLUE iShares MSCI USA Value Facto	Add +4.0%	3.13%	+0.26
IXUS iShares Core Intl Stock ETF	Add +5.2%	3.35%	+0.21
QUAL iShares MSCI USA Quality Fac	Add +4.4%	3.03%	+0.16
SCHB Schwab US Broad Market ETF	Add +1.8%	3.18%	+0.13
DFAS Dimensional US Small Cap ETF	Add +16.0%	0.52%	+0.08
VGVT Vanguard Govt Sec Active ETF	New	0.05%	+0.05
QQQ Invesco QQQ Trust Series 1	New	0.04%	+0.04
UNH Unitedhealth Group Inc.	New	0.04%	+0.04
APP AppLovin Corp. Class A	New	0.04%	+0.04
VTV Vanguard Mrngstr Val ETF-Aui	Add +70.2%	0.09%	+0.04
MBB iShares MBS ETF	Add +5.0%	3.40%	+0.03
TSLA Tesla Inc.	Add +2.0%	0.12%	+0.03
VYM Vanguard High DVD Yield ETF	New	0.03%	+0.03
GE General Electric	New	0.03%	+0.03
MRK Merck & Co. Inc.	New	0.03%	+0.03
TMO Thermo Fisher Scientific Inc.	New	0.03%	+0.03
VGT Vanguard Info Tech ETF	Add +47.3%	0.05%	+0.02
VOO Vanguard S&P 500 ETF	Add +2.7%	0.30%	+0.01
SCHO Schwab Short-Term US Treas	Add +6.0%	1.67%	+0.01
VUG Vanguard Mrngstar GR ETF-Sui	Add +21.0%	0.06%	+0.01
IAU iShares Gold Trust	Add +0.3%	0.05%	+0.00
AGG iShares Core U.S. Aggregate	Add +4.3%	11.85%	+0.00
VGSH Vanguard Short-Term Treasury	Add +8.7%	0.07%	+0.00
BND Vanguard Total Bond Market	Add +5.2%	0.20%	+0.00
VMBS Vanguard Mortgage-Backed Sec	Add +6.5%	0.07%	+0.00
BINC iShares Flex I A ETF-Usd Inc.	Add +7.4%	0.04%	+0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +0.3%	0.07%	0.00
PEG Public Service Enterprise GP	Add +6.0%	0.03%	−0.00
SCHR Schwab Intermediate-Term US	Add +1.0%	0.05%	−0.00
WM Waste Management Inc.	Add +0.7%	0.03%	−0.00
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +0.4%	0.16%	−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