Meridian Wealth Partners, LLC

Name: Meridian Wealth Partners, LLC 13F holdings, Q4 2025
Creator: Meridian Wealth Partners, LLC
Published: 2026-02-13

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

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Meridian Wealth Partners, LLC reported 113 stock positions worth $725.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 13.6% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 12.6%) and iShares Core U.S. Aggregate (AGG, 12.5%). Compared with Q3 2025, it opened 5 new positions, sold out of 5, added to 29 and reduced 70. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +5%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −6%).

Most Recent 13F: Q2 2026
Location: EXTON, PA
CIK: 0001781942
Portfolio Value: $725.6M (Q4 2025)
SEC Filing: 0001951757-26-000430 ↗ filed Feb 13, 2026

Holdings Value

Holdings 113 stocks · $725.6M


DFAC Dimensional US Core Equity 2	13.57%	2,487,016	$98.5M	Reduce -6.2%
SCHX Schwab US Large-Cap ETF	12.63%	3,405,743	$91.6M	Reduce -0.3%
AGG iShares Core U.S. Aggregate	12.46%	905,119	$90.4M	Add +5.3%
DFAU Dimensional US Core Equity M	6.95%	1,078,128	$50.5M	Reduce -3.0%
IVW iShares S&P 500 Growth ETF	4.41%	259,483	$32.0M	Add +0.6%
EFG iShares MSCI Eafe Growth ETF	4.21%	268,250	$30.6M	Add +2.0%
DFAX Dimensional World Ex US Core	3.99%	884,890	$29.0M	Reduce -6.4%
IXUS iShares Core Intl Stock ETF	3.76%	322,208	$27.3M	Add +9.2%
MBB iShares MBS ETF	3.52%	268,260	$25.5M	Add +3.2%
VLUE iShares MSCI USA Value Facto	3.46%	183,699	$25.1M	Add +0.9%
SCHB Schwab US Broad Market ETF	3.24%	895,438	$23.5M	Reduce -0.3%
QUAL iShares MSCI USA Quality Fac	3.03%	110,775	$22.0M	Reduce -2.0%
IEMG iShares Core MSCI Emerging	2.61%	281,328	$18.9M	Reduce -1.2%
MUB iShares National Muni Bond E	2.55%	172,905	$18.5M	Reduce -13.6%
EFV iShares MSCI Eafe Value ETF	2.27%	231,096	$16.5M	Reduce -1.5%
SCHO Schwab Short-Term US Treas	1.75%	520,155	$12.7M	Add +4.4%
AAPL Apple Inc.	1.38%	36,956	$10.0M	Reduce -3.9%
IWM iShares Russell 2000 ETF	1.29%	38,021	$9.4M	Reduce -5.2%
PPG PPG Industries Inc.	1.14%	80,687	$8.3M	Reduce -2.1%
SUB iShares Short-Term National	1.04%	70,474	$7.5M	Reduce -6.5%
SCHM Schwab US Mid Cap ETF	1.00%	242,388	$7.3M	Reduce -8.7%
IVV iShares Core S&P 500 ETF	0.66%	6,987	$4.8M	Reduce -3.5%
DFAS Dimensional US Small Cap ETF	0.63%	65,703	$4.6M	Add +18.3%
NVDA Nvidia Corp.	0.49%	19,037	$3.6M	Reduce -3.1%
MSFT Microsoft Corp.	0.46%	6,868	$3.3M	Reduce -3.2%
VEU Vanguard Ftse All-World Ex-U	0.32%	31,433	$2.3M	Reduce -3.8%
VTEB Vanguard Tax-Exempt Bond ETF	0.29%	41,165	$2.1M	Reduce -55.7%
VTI VG Morningstar TS MKT ETF-US	0.26%	5,657	$1.9M	Reduce -59.2%
HD Home Depot Inc.	0.26%	5,462	$1.9M	Reduce -1.0%
VOO Vanguard S&P 500 ETF	0.25%	2,838	$1.8M	Reduce -19.3%
AMZN Amazon.com Inc.	0.24%	7,473	$1.7M	Reduce -4.4%
GOOGL Alphabet Inc. Class A	0.23%	5,322	$1.7M	Reduce -26.1%
VXUS Vanguard Total Intl Stock	0.21%	19,806	$1.5M	Add +0.2%
BND Vanguard Total Bond Market	0.20%	20,065	$1.5M	Add +0.4%
ITOT iShares Core S&P Total U.S.	0.20%	9,561	$1.4M	Reduce -3.6%
AVGO Broadcom Inc.	0.17%	3,647	$1.3M	Reduce -0.4%
META Meta Platforms Inc. Class A	0.17%	1,818	$1.2M	Reduce -27.7%
MRBK Meridian Corp.	0.16%	66,839	$1.2M	Reduce -7.5%
GOOG Alphabet Inc. Class C	0.16%	3,596	$1.1M	Reduce -4.5%
TXN Texas Instruments Inc.	0.14%	5,971	$1.0M	Reduce -4.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.14%	21,390	$995K	Reduce -16.5%
SCHD Schwab US DVD Equity ETF	0.13%	35,532	$975K	Reduce -28.0%
GLD SPDR Gold Shares	0.13%	2,442	$968K	Reduce -4.3%
SPGI S&P Global Inc.	0.13%	1,772	$926K	Reduce -0.1%
JPM JPMorgan Chase & Co.	0.13%	2,843	$916K	Reduce -4.2%
TSLA Tesla Inc.	0.12%	1,987	$894K	Reduce -2.3%
VB Vanguard Most SM-Cap ETF-Usd	0.12%	3,360	$867K	Reduce -5.4%
BRK.A Berkshire Hathaway Inc. Class A	0.10%	1	$755K	No change
XOM Exxon Mobil Corp.	0.09%	5,510	$663K	Reduce -10.1%
CBU Community Financial System I	0.09%	10,890	$626K	Reduce -0.3%
AMD Advanced Micro Devices	0.08%	2,877	$616K	Add +0.5%
VTV Vanguard Mrngstr Val ETF-Aui	0.08%	3,185	$608K	Reduce -7.3%
LLY Eli Lilly & Co.	0.08%	560	$601K	Reduce -2.8%
ABBV Abbvie Inc.	0.08%	2,577	$589K	Reduce -2.8%
VIG Vanguard Dividend Apprec ETF	0.08%	2,596	$571K	Add +25.2%
VXF Vanguard Extended Market ETF	0.08%	2,608	$545K	No change
MCD McDonald's Corp.	0.08%	1,784	$545K	Reduce -0.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.07%	1,871	$543K	Add +6.1%
FULT Fulton Financial Corp.	0.07%	27,520	$532K	No change
JNJ Johnson & Johnson	0.07%	2,496	$517K	Add +0.4%
WMT Walmart Inc.	0.07%	4,477	$499K	Reduce -3.7%
VGSH Vanguard Short-Term Treasury	0.07%	8,344	$490K	Add +2.0%
VMBS Vanguard Mortgage-Backed Sec	0.07%	10,354	$487K	Add +0.5%
V Visa Inc. Class A	0.07%	1,362	$478K	Reduce -2.9%
VGT Vanguard Info Tech ETF	0.06%	612	$461K	Add +31.1%
ESGE iShares Inc. iShares ESG Awar	0.06%	10,298	$455K	Reduce -9.8%
CNTA Centessa Pharmaceuticals Ltd.	0.06%	18,101	$453K	No change
LOW Lowe's Cos Inc.	0.06%	1,750	$422K	Reduce -2.3%
VUG Vanguard Mrngstar GR ETF-Sui	0.06%	859	$419K	No change
ORCL Oracle Corp.	0.06%	2,133	$416K	Reduce -4.5%
IWB iShares Russell 1000 ETF	0.06%	1,111	$415K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.06%	606	$413K	No change
SCHA Schwab US Small-Cap ETF	0.05%	13,250	$377K	Reduce -22.5%
IAU iShares Gold Trust	0.05%	4,554	$370K	Add +0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.05%	6,645	$365K	Add +5.3%
CSCO Cisco Systems Inc.	0.05%	4,726	$364K	Add +44.5%
BA The Boeing Co.	0.05%	1,667	$362K	Add +22.8%
SCHZ Schwab US Aggregate Bond ETF	0.05%	15,376	$359K	Reduce -6.7%
RTX RTX Corp.	0.05%	1,947	$357K	Reduce -3.0%
MA Mastercard Inc. Class A	0.05%	602	$344K	Reduce -4.8%
IWV iShares Russell 3000 ETF	0.05%	863	$334K	Add +32.8%
VEA Vanguard Ftse Developed ETF	0.04%	5,040	$315K	Reduce -13.1%
QQQ Invesco QQQ Trust Series 1	0.04%	498	$306K	No change
DFUS Dimensional US Eq MKT ETF	0.04%	4,109	$305K	Reduce -8.6%
PG The Procter & Gamble Co.	0.04%	2,116	$303K	Reduce -16.0%
NFLX Netflix Inc.	0.04%	3,206	$301K	Add +1.1%
COST Costco Wholesale Corp.	0.04%	342	$295K	Reduce -6.8%
TEL Te Connectivity PLC	0.04%	1,250	$284K	Reduce -0.9%
RKLB Rocket Lab Corp.	0.04%	4,051	$283K	New
PM Philip Morris International	0.04%	1,726	$277K	Reduce -8.4%
PNC PNC Financial Services Group	0.04%	1,274	$266K	Reduce -0.4%
XLK SS Technology Select Sector	0.04%	1,805	$260K	No change
UNH Unitedhealth Group Inc.	0.04%	781	$258K	Reduce -4.4%
GS Goldman Sachs Group Inc.	0.03%	284	$250K	Add +1.8%
APP AppLovin Corp. Class A	0.03%	370	$249K	Reduce -1.1%
VYM Vanguard High DVD Yield ETF	0.03%	1,700	$244K	Add +6.3%
TMO Thermo Fisher Scientific Inc.	0.03%	421	$244K	Reduce -0.7%
WFC Wells Fargo & Co.	0.03%	2,501	$233K	Reduce -1.7%
CMCSA Comcast Corp. Class A	0.03%	7,738	$231K	Add +6.8%
MRK Merck & Co. Inc.	0.03%	2,188	$230K	Reduce -15.8%
ABT Abbott Laboratories	0.03%	1,833	$230K	Reduce -16.6%
PLTR Palantir Technologies Inc. Class A	0.03%	1,281	$228K	Reduce -8.6%
KO The Coca-Cola Co.	0.03%	3,238	$226K	Add +2.4%
GE General Electric filed as GE AEROSPACE	0.03%	709	$218K	Reduce -3.7%
DUK Duke Energy Corp.	0.03%	1,857	$218K	Add +1.4%
AXP American Express Co.	0.03%	584	$216K	New
ADP Automatic Data Processing	0.03%	837	$215K	Reduce -6.1%
CAT Caterpillar Inc.	0.03%	374	$214K	New
MS Morgan Stanley	0.03%	1,203	$214K	New
IWF iShares Russell 1000 Growth	0.03%	449	$213K	New
PLD Prologis Inc.	0.03%	1,601	$204K	Reduce -23.7%
PEG Public Service Enterprise GP	0.03%	2,505	$201K	Reduce -2.1%
WM Waste Management Inc.	0.03%	910	$200K	Add +0.4%

Portfolio Sells Q3 2025 → Q4 2025


DFAC Dimensional US Core Equity 2	Reduce -6.2%	13.57%	−0.50
MUB iShares National Muni Bond E	Reduce -13.6%	2.55%	−0.38
VTI VG Morningstar TS MKT ETF-US	Reduce -59.2%	0.26%	−0.36
VTEB Vanguard Tax-Exempt Bond ETF	Reduce -55.7%	0.29%	−0.36
DFAX Dimensional World Ex US Core	Reduce -6.4%	3.99%	−0.09
META Meta Platforms Inc. Class A	Reduce -27.7%	0.17%	−0.09
SCHM Schwab US Mid Cap ETF	Reduce -8.7%	1.00%	−0.08
SUB iShares Short-Term National	Reduce -6.5%	1.04%	−0.07
VGVT Vanguard Govt Sec Active ETF	Sold out	0.00%	−0.05
PPG PPG Industries Inc.	Reduce -2.1%	1.14%	−0.05
VOO Vanguard S&P 500 ETF	Reduce -19.3%	0.25%	−0.05
SCHD Schwab US DVD Equity ETF	Reduce -28.0%	0.13%	−0.05
HD Home Depot Inc.	Reduce -1.0%	0.26%	−0.05
MSFT Microsoft Corp.	Reduce -3.2%	0.46%	−0.05
SCHR Schwab Intermediate-Term US	Sold out	0.00%	−0.05
DFAU Dimensional US Core Equity M	Reduce -3.0%	6.95%	−0.05
IWM iShares Russell 2000 ETF	Reduce -5.2%	1.29%	−0.05
BINC iShares Flex I A ETF-Usd Inc.	Sold out	0.00%	−0.04
VGIT Vanguard Intermediate-Term T	Sold out	0.00%	−0.03
ORCL Oracle Corp.	Reduce -4.5%	0.06%	−0.03
LIN Linde PLC	Sold out	0.00%	−0.03
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Reduce -16.5%	0.14%	−0.03
NVDA Nvidia Corp.	Reduce -3.1%	0.49%	−0.02
TXN Texas Instruments Inc.	Reduce -4.4%	0.14%	−0.02
SCHA Schwab US Small-Cap ETF	Reduce -22.5%	0.05%	−0.01
PG The Procter & Gamble Co.	Reduce -16.0%	0.04%	−0.01
GOOGL Alphabet Inc. Class A	Reduce -26.1%	0.23%	−0.01
ABT Abbott Laboratories	Reduce -16.6%	0.03%	−0.01
IVV iShares Core S&P 500 ETF	Reduce -3.5%	0.66%	−0.01
ADP Automatic Data Processing	Reduce -6.1%	0.03%	−0.01
COST Costco Wholesale Corp.	Reduce -6.8%	0.04%	−0.01
ESGE iShares Inc. iShares ESG Awar	Reduce -9.8%	0.06%	−0.01
PLD Prologis Inc.	Reduce -23.7%	0.03%	−0.00
VB Vanguard Most SM-Cap ETF-Usd	Reduce -5.4%	0.12%	−0.00
VEA Vanguard Ftse Developed ETF	Reduce -13.1%	0.04%	−0.00
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -7.3%	0.08%	−0.00
PM Philip Morris International	Reduce -8.4%	0.04%	−0.00
XOM Exxon Mobil Corp.	Reduce -10.1%	0.09%	−0.00
LOW Lowe's Cos Inc.	Reduce -2.3%	0.06%	−0.00
PLTR Palantir Technologies Inc. Class A	Reduce -8.6%	0.03%	−0.00
SCHZ Schwab US Aggregate Bond ETF	Reduce -6.7%	0.05%	−0.00
ABBV Abbvie Inc.	Reduce -2.8%	0.08%	−0.00
UNH Unitedhealth Group Inc.	Reduce -4.4%	0.04%	−0.00
ITOT iShares Core S&P Total U.S.	Reduce -3.6%	0.20%	−0.00
DFUS Dimensional US Eq MKT ETF	Reduce -8.6%	0.04%	−0.00
APP AppLovin Corp. Class A	Reduce -1.1%	0.03%	−0.00
JPM JPMorgan Chase & Co.	Reduce -4.2%	0.13%	−0.00
VEU Vanguard Ftse All-World Ex-U	Reduce -3.8%	0.32%	−0.00
MA Mastercard Inc. Class A	Reduce -4.8%	0.05%	−0.00
CBU Community Financial System I	Reduce -0.3%	0.09%	−0.00

Portfolio Buys Q3 2025 → Q4 2025


AGG iShares Core U.S. Aggregate	Add +5.3%	12.46%	+0.61
IXUS iShares Core Intl Stock ETF	Add +9.2%	3.76%	+0.40
VLUE iShares MSCI USA Value Facto	Add +0.9%	3.46%	+0.33
IVW iShares S&P 500 Growth ETF	Add +0.6%	4.41%	+0.12
MBB iShares MBS ETF	Add +3.2%	3.52%	+0.12
DFAS Dimensional US Small Cap ETF	Add +18.3%	0.63%	+0.11
EFG iShares MSCI Eafe Growth ETF	Add +2.0%	4.21%	+0.09
SCHO Schwab Short-Term US Treas	Add +4.4%	1.75%	+0.07
RKLB Rocket Lab Corp.	New	0.04%	+0.04
AXP American Express Co.	New	0.03%	+0.03
CAT Caterpillar Inc.	New	0.03%	+0.03
MS Morgan Stanley	New	0.03%	+0.03
IWF iShares Russell 1000 Growth	New	0.03%	+0.03
AMD Advanced Micro Devices	Add +0.5%	0.08%	+0.02
CSCO Cisco Systems Inc.	Add +44.5%	0.05%	+0.02
VIG Vanguard Dividend Apprec ETF	Add +25.2%	0.08%	+0.02
VGT Vanguard Info Tech ETF	Add +31.1%	0.06%	+0.02
IWV iShares Russell 3000 ETF	Add +32.8%	0.05%	+0.01
BA The Boeing Co.	Add +22.8%	0.05%	+0.01
JNJ Johnson & Johnson	Add +0.4%	0.07%	+0.01
VXUS Vanguard Total Intl Stock	Add +0.2%	0.21%	+0.01
IAU iShares Gold Trust	Add +0.9%	0.05%	+0.01
BAC Bank of America Corp.	Add +5.3%	0.05%	+0.01
GS Goldman Sachs Group Inc.	Add +1.8%	0.03%	+0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +6.1%	0.07%	+0.00
VYM Vanguard High DVD Yield ETF	Add +6.3%	0.03%	+0.00
KO The Coca-Cola Co.	Add +2.4%	0.03%	+0.00
VGSH Vanguard Short-Term Treasury	Add +2.0%	0.07%	+0.00
VMBS Vanguard Mortgage-Backed Sec	Add +0.5%	0.07%	+0.00
CMCSA Comcast Corp. Class A	Add +6.8%	0.03%	+0.00
BND Vanguard Total Bond Market	Add +0.4%	0.20%	+0.00
WM Waste Management Inc.	Add +0.4%	0.03%	0.00
DUK Duke Energy Corp.	Add +1.4%	0.03%	−0.00
NFLX Netflix Inc.	Add +1.1%	0.04%	−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