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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $554.1M Q1 2024 Q2 2024: $566.4M Q2 2024 Q3 2024: $643.0M Q3 2024 Q4 2024: $659.1M Q4 2024 Q1 2025: $626.6M Q1 2025 Q2 2025: $689.7M Q2 2025 Q3 2025: $726.6M Q3 2025 Q4 2025: $725.6M Q4 2025 Q1 2026: $728.6M $728.6M Q1 2026 Q2 2026: $826.1M Q2 2026

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%
DUK Duke Energy Corp. 0.03% 1,887 $247K Add +1.6%
AMAT Applied Materials Inc. 0.03% 722 $247K New
XLK SS Technology Select Sector 0.03% 1,805 $240K No change
GS Goldman Sachs Group Inc. 0.03% 280 $237K Reduce -1.4%
MU Micron Technology Inc. 0.03% 701 $237K New
CMCSA Comcast Corp. Class A 0.03% 7,713 $221K Reduce -0.3%
LIN Linde PLC 0.03% 446 $221K New
VERX Vertex Inc. Class A 0.03% 18,453 $219K New
PLD Prologis Inc. 0.03% 1,655 $219K Add +3.4%
PLTR Palantir Technologies Inc. Class A 0.03% 1,492 $218K Add +16.5%
IEFA iShares Core MSCI Eafe ETF 0.03% 2,362 $214K New
WM Waste Management Inc. 0.03% 916 $211K Add +0.7%
GILD Gilead Sciences Inc. 0.03% 1,506 $210K New
NEE Nextera Energy Inc. 0.03% 2,249 $209K New
PFS Provident Financial Services 0.03% 9,778 $207K New
TMO Thermo Fisher Scientific Inc. 0.03% 418 $205K Reduce -0.7%
PEG Public Service Enterprise GP 0.03% 2,511 $203K Add +0.2%
GE General Electric filed as GE AEROSPACE 0.03% 708 $201K Reduce -0.1%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 125$826.1MSCHX, DFAC, AGG, DFAU, IVW
Q1 2026 118$728.6MAGG, DFAC, SCHX, DFAU, EFG
Q4 2025 113$725.6MDFAC, SCHX, AGG, DFAU, IVW
Q3 2025 113$726.6MDFAC, SCHX, AGG, DFAU, IVW
Q2 2025 111$689.7MDFAC, AGG, DFAU, SCHX, DFAX
Q1 2025 103$626.6MDFAC, AGG, DFAU, SCHX, DFAX
Q4 2024 106$659.1MDFAC, DFAU, AGG, SCHX, DFAX
Q3 2024 108$643.0MDFAC, AGG, DFAU, SCHX, DFAX
Q2 2024 107$566.4MDFAC, DFAU, SCHX, AGG, DFAX
Q1 2024 107$554.1MDFAC, DFAU, SCHX, AGG, MUB