Meridian Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Meridian Wealth Partners, LLC reported 118 stock positions worth $728.6 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 12.9% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 12.7%) and Schwab US Large-Cap ETF (SCHX, 12.3%). Compared with Q4 2025, it opened 13 new positions, sold out of 8, added to 58 and reduced 31. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +4%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- EXTON, PA
- CIK
- 0001781942
- Portfolio Value
- $728.6M (Q1 2026)
- SEC Filing
- 0001951757-26-000860 ↗ filed May 14, 2026
Holdings Value
Holdings 118 stocks · $728.6M
| AGG iShares Core U.S. Aggregate | 12.85% | 943,173 | $93.6M | Add +4.2% |
| DFAC Dimensional US Core Equity 2 | 12.70% | 2,380,620 | $92.5M | Reduce -4.3% |
| SCHX Schwab US Large-Cap ETF | 12.32% | 3,500,440 | $89.8M | Add +2.8% |
| DFAU Dimensional US Core Equity M | 6.91% | 1,115,216 | $50.3M | Add +3.4% |
| EFG iShares MSCI Eafe Growth ETF | 4.26% | 278,706 | $31.0M | Add +3.9% |
| IVW iShares S&P 500 Growth ETF | 4.23% | 272,542 | $30.8M | Add +5.0% |
| DFAX Dimensional World Ex US Core | 3.97% | 852,469 | $29.0M | Reduce -3.7% |
| IXUS iShares Core Intl Stock ETF | 3.96% | 332,809 | $28.8M | Add +3.3% |
| MBB iShares MBS ETF | 3.65% | 280,334 | $26.6M | Add +4.5% |
| VLUE iShares MSCI USA Value Facto | 3.63% | 186,234 | $26.5M | Add +1.4% |
| SCHB Schwab US Broad Market ETF | 3.17% | 921,285 | $23.1M | Add +2.9% |
| QUAL iShares MSCI USA Quality Fac | 2.99% | 113,406 | $21.8M | Add +2.4% |
| IEMG iShares Core MSCI Emerging | 2.75% | 286,940 | $20.0M | Add +2.0% |
| MUB iShares National Muni Bond E | 2.50% | 171,618 | $18.2M | Reduce -0.7% |
| EFV iShares MSCI Eafe Value ETF | 2.41% | 236,180 | $17.6M | Add +2.2% |
| SCHO Schwab Short-Term US Treas | 1.81% | 542,653 | $13.2M | Add +4.3% |
| AAPL Apple Inc. | 1.31% | 37,491 | $9.5M | Add +1.4% |
| IWM iShares Russell 2000 ETF | 1.29% | 38,016 | $9.4M | Reduce -0.0% |
| PPG PPG Industries Inc. | 1.16% | 79,104 | $8.5M | Reduce -2.0% |
| SUB iShares Short-Term National | 1.02% | 69,709 | $7.4M | Reduce -1.1% |
| SCHM Schwab US Mid Cap ETF | 0.99% | 233,042 | $7.2M | Reduce -3.9% |
| DFAS Dimensional US Small Cap ETF | 0.68% | 69,990 | $5.0M | Add +6.5% |
| IVV iShares Core S&P 500 ETF | 0.61% | 6,850 | $4.5M | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.51% | 21,097 | $3.7M | Add +10.8% |
| MSFT Microsoft Corp. | 0.37% | 7,193 | $2.7M | Add +4.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 29,606 | $2.2M | Reduce -5.8% |
| VOO Vanguard S&P 500 ETF | 0.29% | 3,566 | $2.1M | Add +25.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.28% | 41,165 | $2.1M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 5,898 | $1.9M | Add +4.3% |
| HD Home Depot Inc. | 0.25% | 5,430 | $1.8M | Reduce -0.6% |
| NVR NVR Inc. | 0.24% | 262 | $1.7M | New |
| AMZN Amazon.com Inc. | 0.24% | 8,284 | $1.7M | Add +10.8% |
| VXUS Vanguard Total Intl Stock | 0.21% | 20,191 | $1.6M | Add +1.9% |
| BND Vanguard Total Bond Market | 0.20% | 19,881 | $1.5M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.20% | 5,012 | $1.4M | Reduce -5.8% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 9,531 | $1.4M | Reduce -0.3% |
| MRBK Meridian Corp. | 0.17% | 66,839 | $1.3M | No change |
| AVGO Broadcom Inc. | 0.16% | 3,797 | $1.2M | Add +4.1% |
| TXN Texas Instruments Inc. | 0.16% | 6,011 | $1.2M | Add +0.7% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 35,966 | $1.1M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 0.15% | 3,708 | $1.1M | Add +3.1% |
| GLD SPDR Gold Shares | 0.14% | 2,442 | $1.1M | No change |
| META Meta Platforms Inc. Class A | 0.14% | 1,786 | $1.0M | Reduce -1.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.13% | 21,057 | $973K | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.13% | 5,616 | $953K | Add +1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 3,197 | $837K | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.11% | 2,828 | $832K | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.11% | 3,311 | $809K | Add +32.6% |
| TSLA Tesla Inc. | 0.10% | 2,018 | $750K | Add +1.6% |
| CNTA Centessa Pharmaceuticals Ltd. | 0.10% | 18,101 | $719K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 1 | $718K | No change |
| CBU Community Financial System I | 0.09% | 10,890 | $639K | No change |
| SPGI S&P Global Inc. | 0.08% | 1,454 | $619K | Reduce -17.9% |
| AMD Advanced Micro Devices | 0.08% | 3,017 | $614K | Add +4.9% |
| ABBV Abbvie Inc. | 0.08% | 2,794 | $608K | Add +8.4% |
| WMT Walmart Inc. | 0.08% | 4,675 | $581K | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 2,959 | $581K | Reduce -7.1% |
| FULT Fulton Financial Corp. | 0.08% | 27,520 | $560K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 2,598 | $559K | Add +0.1% |
| MCD McDonald's Corp. | 0.08% | 1,780 | $553K | Reduce -0.2% |
| VGT Vanguard Info Tech ETF | 0.08% | 786 | $548K | Add +28.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 1,871 | $537K | No change |
| VXF Vanguard Extended Market ETF | 0.07% | 2,608 | $537K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 920 | $531K | Add +84.7% |
| LLY Eli Lilly & Co. | 0.07% | 576 | $529K | Add +2.9% |
| LMT Lockheed Martin Corp. | 0.07% | 833 | $504K | New |
| VGSH Vanguard Short-Term Treasury | 0.07% | 8,344 | $488K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.07% | 10,354 | $486K | No change |
| CL Colgate-Palmolive Co. | 0.07% | 5,610 | $478K | New |
| ESGE iShares Inc. iShares ESG Awar | 0.06% | 9,891 | $450K | Reduce -4.0% |
| LOW Lowe's Cos Inc. | 0.06% | 1,868 | $441K | Add +6.7% |
| RTX RTX Corp. | 0.06% | 2,229 | $430K | Add +14.5% |
| V Visa Inc. Class A | 0.06% | 1,354 | $409K | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 626 | $407K | Add +3.3% |
| IWB iShares Russell 1000 ETF | 0.05% | 1,111 | $396K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 906 | $396K | Add +5.5% |
| SCHA Schwab US Small-Cap ETF | 0.05% | 13,251 | $385K | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.05% | 4,799 | $372K | Add +1.5% |
| COST Costco Wholesale Corp. | 0.05% | 373 | $372K | Add +9.1% |
| PM Philip Morris International | 0.05% | 2,168 | $359K | Add +25.6% |
| BA The Boeing Co. | 0.05% | 1,791 | $356K | Add +7.4% |
| NFLX Netflix Inc. | 0.05% | 3,452 | $332K | Add +7.7% |
| IWV iShares Russell 3000 ETF | 0.05% | 891 | $330K | Add +3.2% |
| ORCL Oracle Corp. | 0.04% | 2,204 | $324K | Add +3.3% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 5,040 | $323K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.04% | 13,507 | $314K | Reduce -12.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 6,299 | $307K | Reduce -5.2% |
| MA Mastercard Inc. Class A | 0.04% | 613 | $306K | Add +1.8% |
| PG The Procter & Gamble Co. | 0.04% | 2,031 | $293K | Reduce -4.0% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 4,109 | $291K | No change |
| CVX Chevron Corp. | 0.04% | 1,333 | $276K | New |
| CAT Caterpillar Inc. | 0.04% | 386 | $273K | Add +3.2% |
| PNC PNC Financial Services Group | 0.04% | 1,285 | $267K | Add +0.9% |
| MRK Merck & Co. Inc. | 0.04% | 2,205 | $265K | Add +0.8% |
| IAU iShares Gold Trust | 0.04% | 2,993 | $264K | Reduce -34.3% |
| RKLB Rocket Lab Corp. | 0.04% | 4,070 | $261K | Add +0.5% |
| TEL Te Connectivity PLC | 0.04% | 1,230 | $257K | Reduce -1.6% |
| AIRR First Trust Rba American Ind | 0.03% | 2,280 | $253K | New |
| VYM Vanguard High DVD Yield ETF | 0.03% | 1,700 | $252K | No change |
| KO The Coca-Cola Co. | 0.03% | 3,269 | $249K | Add +1.0% |
Portfolio Sells Q4 2025 → Q1 2026
| DFAC Dimensional US Core Equity 2 | Reduce -4.3% | 12.70% | −0.87 |
| MUB iShares National Muni Bond E | Reduce -0.7% | 2.50% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -2.0% | 0.61% | −0.05 |
| SPGI S&P Global Inc. | Reduce -17.9% | 0.08% | −0.04 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.04 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.03 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -5.8% | 0.20% | −0.03 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.03 |
| AXP American Express Co. | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.03 |
| MS Morgan Stanley | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 0.14% | −0.03 |
| SUB iShares Short-Term National | Reduce -1.1% | 1.02% | −0.02 |
| DFAX Dimensional World Ex US Core | Reduce -3.7% | 3.97% | −0.02 |
| IAU iShares Gold Trust | Reduce -34.3% | 0.04% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -3.9% | 0.99% | −0.01 |
| HD Home Depot Inc. | Reduce -0.6% | 0.25% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -5.8% | 0.31% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.11% | −0.01 |
| V Visa Inc. Class A | Reduce -0.6% | 0.06% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.3% | 0.19% | −0.01 |
| BAC Bank of America Corp. | Reduce -5.2% | 0.04% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -12.2% | 0.04% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.7% | 0.03% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.8% | 0.11% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.1% | 0.08% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -0.9% | 0.20% | −0.00 |
| TEL Te Connectivity PLC | Reduce -1.6% | 0.04% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -1.6% | 0.13% | −0.00 |
| GE General Electric | Reduce -0.1% | 0.03% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 0.03% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -0.3% | 0.03% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -4.0% | 0.04% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -4.0% | 0.06% | −0.00 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.08% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.0% | 1.29% | +0.00 |
| PPG PPG Industries Inc. | Reduce -2.0% | 1.16% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| AGG iShares Core U.S. Aggregate | Add +4.2% | 12.85% | +0.39 |
| NVR NVR Inc. | New | 0.24% | +0.24 |
| IXUS iShares Core Intl Stock ETF | Add +3.3% | 3.96% | +0.20 |
| VLUE iShares MSCI USA Value Facto | Add +1.4% | 3.63% | +0.17 |
| IEMG iShares Core MSCI Emerging | Add +2.0% | 2.75% | +0.14 |
| EFV iShares MSCI Eafe Value ETF | Add +2.2% | 2.41% | +0.14 |
| MBB iShares MBS ETF | Add +4.5% | 3.65% | +0.13 |
| LMT Lockheed Martin Corp. | New | 0.07% | +0.07 |
| CL Colgate-Palmolive Co. | New | 0.07% | +0.07 |
| SCHO Schwab Short-Term US Treas | Add +4.3% | 1.81% | +0.06 |
| DFAS Dimensional US Small Cap ETF | Add +6.5% | 0.68% | +0.05 |
| EFG iShares MSCI Eafe Growth ETF | Add +3.9% | 4.26% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +25.6% | 0.29% | +0.05 |
| JNJ Johnson & Johnson | Add +32.6% | 0.11% | +0.04 |
| XOM Exxon Mobil Corp. | Add +1.9% | 0.13% | +0.04 |
| CVX Chevron Corp. | New | 0.04% | +0.04 |
| AIRR First Trust Rba American Ind | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +84.7% | 0.07% | +0.03 |
| LIN Linde PLC | New | 0.03% | +0.03 |
| VERX Vertex Inc. Class A | New | 0.03% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.03% | +0.03 |
| GILD Gilead Sciences Inc. | New | 0.03% | +0.03 |
| NEE Nextera Energy Inc. | New | 0.03% | +0.03 |
| PFS Provident Financial Services | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | Add +0.7% | 0.16% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +1.2% | 0.15% | +0.02 |
| NVDA Nvidia Corp. | Add +10.8% | 0.51% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +28.4% | 0.08% | +0.01 |
| PM Philip Morris International | Add +25.6% | 0.05% | +0.01 |
| WMT Walmart Inc. | Add +4.4% | 0.08% | +0.01 |
| COST Costco Wholesale Corp. | Add +9.1% | 0.05% | +0.01 |
| RTX RTX Corp. | Add +14.5% | 0.06% | +0.01 |
| CAT Caterpillar Inc. | Add +3.2% | 0.04% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +1.9% | 0.21% | +0.01 |
| MRK Merck & Co. Inc. | Add +0.8% | 0.04% | +0.00 |
| NFLX Netflix Inc. | Add +7.7% | 0.05% | +0.00 |
| DUK Duke Energy Corp. | Add +1.6% | 0.03% | +0.00 |
| KO The Coca-Cola Co. | Add +1.0% | 0.03% | +0.00 |
| LOW Lowe's Cos Inc. | Add +6.7% | 0.06% | +0.00 |
| ABBV Abbvie Inc. | Add +8.4% | 0.08% | +0.00 |
| PLD Prologis Inc. | Add +3.4% | 0.03% | +0.00 |
| WM Waste Management Inc. | Add +0.7% | 0.03% | +0.00 |
| CSCO Cisco Systems Inc. | Add +1.5% | 0.05% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +0.0% | 0.05% | +0.00 |
| PEG Public Service Enterprise GP | Add +0.2% | 0.03% | +0.00 |
| PNC PNC Financial Services Group | Add +0.9% | 0.04% | +0.00 |
| AMD Advanced Micro Devices | Add +4.9% | 0.08% | −0.00 |
| IWV iShares Russell 3000 ETF | Add +3.2% | 0.05% | −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 |