Meridian Wealth Partners, LLC

Name: Meridian Wealth Partners, LLC 13F holdings, Q2 2026
Creator: Meridian Wealth Partners, LLC
Published: 2026-08-12

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Meridian Wealth Partners, LLC reported 125 stock positions worth $826.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 12.7% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 12.6%) and iShares Core U.S. Aggregate (AGG, 11.9%). Compared with Q1 2026, it opened 14 new positions, sold out of 7, added to 53 and reduced 46. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +217%) and the biggest sale iShares National Muni Bond E (MUB, shares −11%).

Most Recent 13F: Q2 2026
Location: EXTON, PA
CIK: 0001781942
Portfolio Value: $826.1M (Q2 2026)
SEC Filing: 0001951757-26-001239 ↗ filed Aug 12, 2026

Holdings Value

Holdings 125 stocks · $826.1M


SCHX Schwab US Large-Cap ETF	12.71%	3,567,346	$105.0M	Add +1.9%
DFAC Dimensional US Core Equity 2	12.63%	2,351,350	$104.3M	Reduce -1.2%
AGG iShares Core U.S. Aggregate	11.92%	994,500	$98.4M	Add +5.4%
DFAU Dimensional US Core Equity M	7.10%	1,134,778	$58.7M	Add +1.8%
IVW iShares S&P 500 Growth ETF	4.58%	275,265	$37.9M	Add +1.0%
EFG iShares MSCI Eafe Growth ETF	4.34%	288,300	$35.9M	Add +3.4%
VLUE iShares MSCI USA Value Facto	4.12%	170,213	$34.0M	Reduce -8.6%
IXUS iShares Core Intl Stock ETF	3.89%	336,456	$32.1M	Add +1.1%
DFAX Dimensional World Ex US Core	3.77%	844,650	$31.1M	Reduce -0.9%
MBB iShares MBS ETF	3.40%	297,555	$28.1M	Add +6.1%
SCHB Schwab US Broad Market ETF	3.29%	937,426	$27.1M	Add +1.8%
QUAL iShares MSCI USA Quality Fac	3.05%	115,000	$25.2M	Add +1.4%
IEMG iShares Core MSCI Emerging	2.77%	276,484	$22.9M	Reduce -3.6%
EFV iShares MSCI Eafe Value ETF	2.24%	241,314	$18.5M	Add +2.2%
MUB iShares National Muni Bond E	1.99%	152,797	$16.4M	Reduce -11.0%
SCHO Schwab Short-Term US Treas	1.70%	582,657	$14.1M	Add +7.4%
IWM iShares Russell 2000 ETF	1.39%	38,156	$11.5M	Add +0.4%
AAPL Apple Inc.	1.28%	36,455	$10.5M	Reduce -2.8%
PPG PPG Industries Inc.	1.15%	78,167	$9.5M	Reduce -1.2%
SCHM Schwab US Mid Cap ETF	1.03%	230,886	$8.5M	Reduce -0.9%
VTI VG Morningstar TS MKT ETF-US	0.84%	18,686	$6.9M	Add +216.8%
SUB iShares Short-Term National	0.79%	61,596	$6.6M	Reduce -11.6%
DFAS Dimensional US Small Cap ETF	0.70%	70,708	$5.8M	Add +1.0%
IVV iShares Core S&P 500 ETF	0.61%	6,759	$5.1M	Reduce -1.3%
NVDA Nvidia Corp.	0.53%	21,787	$4.4M	Add +3.3%
MSFT Microsoft Corp.	0.34%	7,447	$2.8M	Add +3.5%
VOO Vanguard S&P 500 ETF	0.30%	3,640	$2.5M	Add +2.1%
VEU Vanguard Ftse All-World Ex-U	0.30%	29,289	$2.5M	Reduce -1.1%
AMZN Amazon.com Inc.	0.26%	8,881	$2.1M	Add +7.2%
VTEB Vanguard Tax-Exempt Bond ETF	0.25%	41,159	$2.1M	Reduce -0.0%
GOOGL Alphabet Inc. Class A	0.22%	5,174	$1.8M	Add +3.2%
HD Home Depot Inc.	0.22%	5,222	$1.8M	Reduce -3.8%
TXN Texas Instruments Inc.	0.22%	6,030	$1.8M	Add +0.3%
NVR NVR Inc.	0.22%	262	$1.8M	No change
VXUS Vanguard Total Intl Stock	0.22%	20,809	$1.8M	Add +3.1%
ITOT iShares Core S&P Total U.S.	0.19%	9,531	$1.6M	No change
AVGO Broadcom Inc.	0.18%	3,898	$1.5M	Add +2.7%
BND Vanguard Total Bond Market	0.17%	19,139	$1.4M	Reduce -3.7%
MRBK Meridian Corp.	0.16%	66,850	$1.3M	Add +0.0%
GOOG Alphabet Inc. Class C	0.16%	3,752	$1.3M	Add +1.2%
AMD Advanced Micro Devices	0.16%	2,273	$1.3M	Reduce -24.7%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.15%	26,791	$1.2M	Add +27.2%
SCHD Schwab US DVD Equity ETF	0.14%	35,975	$1.1M	Add +0.0%
META Meta Platforms Inc. Class A	0.13%	1,857	$1.0M	Add +4.0%
MU Micron Technology Inc.	0.12%	836	$965K	Add +19.3%
TSLA Tesla Inc.	0.12%	2,284	$961K	Add +13.2%
VB Vanguard Most SM-Cap ETF-Usd	0.12%	3,152	$955K	Reduce -1.4%
JPM JPMorgan Chase & Co.	0.11%	2,836	$928K	Add +0.3%
GLD SPDR Gold Shares	0.11%	2,442	$900K	No change
JNJ Johnson & Johnson	0.10%	3,306	$840K	Reduce -0.1%
XOM Exxon Mobil Corp.	0.09%	5,688	$778K	Add +1.3%
VGT Vanguard Info Tech ETF	0.09%	6,296	$753K	Add +0.1%
BRK.A Berkshire Hathaway Inc. Class A	0.09%	1	$749K	No change
CBU Community Financial System I	0.09%	10,890	$731K	No change
LLY Eli Lilly & Co.	0.09%	607	$728K	Add +5.4%
ABBV Abbvie Inc.	0.09%	2,807	$706K	Add +0.5%
FULT Fulton Financial Corp.	0.08%	27,542	$666K	Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui	0.08%	3,001	$654K	Add +1.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.08%	7,738	$623K	Add +3.4%
VIG Vanguard Dividend Apprec ETF	0.07%	2,600	$615K	Add +0.1%
VXF Vanguard Extended Market ETF	0.07%	2,398	$590K	Reduce -8.1%
QQQ Invesco QQQ Trust Series 1	0.07%	790	$582K	Reduce -14.1%
WMT Walmart Inc.	0.07%	4,749	$538K	Add +1.6%
ESGE iShares Inc. iShares ESG Awar	0.07%	9,831	$538K	Reduce -0.6%
CL Colgate-Palmolive Co.	0.06%	5,834	$535K	Add +4.0%
AMAT Applied Materials Inc.	0.06%	716	$517K	Reduce -0.8%
SPGI S&P Global Inc.	0.06%	1,265	$515K	Reduce -13.0%
CSCO Cisco Systems Inc.	0.06%	4,219	$496K	Reduce -12.1%
V Visa Inc. Class A	0.06%	1,435	$492K	Add +6.0%
SCHA Schwab US Small-Cap ETF	0.06%	13,251	$479K	No change
VGSH Vanguard Short-Term Treasury	0.06%	8,073	$470K	Reduce -3.3%
VMBS Vanguard Mortgage-Backed Sec	0.06%	10,022	$469K	Reduce -3.2%
VUG Vanguard Mrngstar GR ETF-Sui	0.06%	5,436	$468K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.06%	626	$468K	No change
MCD McDonald's Corp.	0.06%	1,705	$461K	Reduce -4.2%
IWB iShares Russell 1000 ETF	0.06%	1,111	$455K	No change
INTC Intel Corp.	0.05%	3,046	$425K	New
RKLB Rocket Lab Corp.	0.05%	4,161	$423K	Add +2.2%
LMT Lockheed Martin Corp.	0.05%	827	$422K	Reduce -0.7%
RTX RTX Corp.	0.05%	2,218	$421K	Reduce -0.5%
CAT Caterpillar Inc.	0.05%	393	$418K	Add +1.8%
LOW Lowe's Cos Inc.	0.05%	1,837	$405K	Reduce -1.7%
PM Philip Morris International	0.05%	2,233	$404K	Add +3.0%
ORCL Oracle Corp.	0.05%	2,637	$386K	Add +19.6%
IWV iShares Russell 3000 ETF	0.04%	863	$368K	Reduce -3.1%
BAC Bank of America Corp.	0.04%	6,192	$353K	Reduce -1.7%
VEA Vanguard Ftse Developed ETF	0.04%	4,940	$352K	Reduce -2.0%
COST Costco Wholesale Corp.	0.04%	376	$352K	Add +0.8%
BA The Boeing Co.	0.04%	1,605	$347K	Reduce -10.4%
XLK SS Technology Select Sector	0.04%	1,805	$344K	No change
DFUS Dimensional US Eq MKT ETF	0.04%	4,109	$337K	No change
LRCX Lam Research Corp.	0.04%	742	$322K	New
UNH Unitedhealth Group Inc.	0.04%	771	$320K	New
MA Mastercard Inc. Class A	0.04%	618	$317K	Add +0.8%
PNC PNC Financial Services Group	0.04%	1,278	$315K	Reduce -0.5%
SNDK Sandisk Corp.	0.04%	137	$312K	New
SCHZ Schwab US Aggregate Bond ETF	0.04%	13,006	$301K	Reduce -3.7%
GS Goldman Sachs Group Inc.	0.04%	288	$292K	Add +2.9%
PG The Procter & Gamble Co.	0.04%	1,973	$289K	Reduce -2.9%
MRK Merck & Co. Inc.	0.03%	2,133	$274K	Reduce -3.3%
GE General Electric filed as GE AEROSPACE	0.03%	722	$270K	Add +2.0%
KO The Coca-Cola Co.	0.03%	3,264	$265K	Reduce -0.1%
DUK Duke Energy Corp.	0.03%	2,006	$254K	Add +6.3%
TEL Te Connectivity PLC	0.03%	1,216	$245K	Reduce -1.1%
SBUX Starbucks Corp.	0.03%	2,363	$242K	New
GEV GE Vernova Inc.	0.03%	205	$241K	New
KLAC KLA Corp.	0.03%	794	$240K	New
NFLX Netflix Inc.	0.03%	3,300	$236K	Reduce -4.4%
LIN Linde PLC	0.03%	450	$234K	Add +0.9%
WDC Western Digital Corp.	0.03%	363	$232K	New
PFS Provident Financial Services	0.03%	9,777	$231K	Reduce -0.0%
PLD Prologis Inc.	0.03%	1,696	$230K	Add +2.5%
VYM Vanguard High DVD Yield ETF	0.03%	1,450	$229K	Reduce -14.7%
IAU iShares Gold Trust	0.03%	2,993	$226K	No change
IWF iShares Russell 1000 Growth	0.03%	1,796	$223K	New
PEG Public Service Enterprise GP	0.03%	2,744	$223K	Add +9.3%
MRVL Marvell Technology Inc.	0.03%	732	$218K	New
CVX Chevron Corp.	0.03%	1,285	$213K	Reduce -3.6%
MS Morgan Stanley	0.03%	1,018	$213K	New
TRV The Travelers Cos Inc.	0.03%	630	$208K	New
TMO Thermo Fisher Scientific Inc.	0.03%	413	$207K	Reduce -1.2%
PANW Palo Alto Networks Inc.	0.03%	606	$207K	New
ADI Analog Devices Inc.	0.03%	520	$206K	New
IEFA iShares Core MSCI Eafe ETF	0.02%	2,112	$204K	Reduce -10.6%
VERX Vertex Inc. Class A	0.02%	16,785	$193K	Reduce -9.0%

Portfolio Sells Q1 2026 → Q2 2026


MUB iShares National Muni Bond E	Reduce -11.0%	1.99%	−0.51
SUB iShares Short-Term National	Reduce -11.6%	0.79%	−0.23
DFAX Dimensional World Ex US Core	Reduce -0.9%	3.77%	−0.21
CNTA Centessa Pharmaceuticals Ltd.	Sold out	0.00%	−0.10
DFAC Dimensional US Core Equity 2	Reduce -1.2%	12.63%	−0.07
AIRR First Trust Rba American Ind	Sold out	0.00%	−0.03
BND Vanguard Total Bond Market	Reduce -3.7%	0.17%	−0.03
CMCSA Comcast Corp. Class A	Sold out	0.00%	−0.03
PLTR Palantir Technologies Inc. Class A	Sold out	0.00%	−0.03
VTEB Vanguard Tax-Exempt Bond ETF	Reduce -0.0%	0.25%	−0.03
AAPL Apple Inc.	Reduce -2.8%	1.28%	−0.03
WM Waste Management Inc.	Sold out	0.00%	−0.03
GILD Gilead Sciences Inc.	Sold out	0.00%	−0.03
NEE Nextera Energy Inc.	Sold out	0.00%	−0.03
SPGI S&P Global Inc.	Reduce -13.0%	0.06%	−0.02
HD Home Depot Inc.	Reduce -3.8%	0.22%	−0.02
MCD McDonald's Corp.	Reduce -4.2%	0.06%	−0.02
LMT Lockheed Martin Corp.	Reduce -0.7%	0.05%	−0.02
NFLX Netflix Inc.	Reduce -4.4%	0.03%	−0.02
PPG PPG Industries Inc.	Reduce -1.2%	1.15%	−0.01
CVX Chevron Corp.	Reduce -3.6%	0.03%	−0.01
LOW Lowe's Cos Inc.	Reduce -1.7%	0.05%	−0.01
VGSH Vanguard Short-Term Treasury	Reduce -3.3%	0.06%	−0.01
VMBS Vanguard Mortgage-Backed Sec	Reduce -3.2%	0.06%	−0.01
JNJ Johnson & Johnson	Reduce -0.1%	0.10%	−0.01
VEU Vanguard Ftse All-World Ex-U	Reduce -1.1%	0.30%	−0.01
RTX RTX Corp.	Reduce -0.5%	0.05%	−0.01
BA The Boeing Co.	Reduce -10.4%	0.04%	−0.01
VYM Vanguard High DVD Yield ETF	Reduce -14.7%	0.03%	−0.01
VERX Vertex Inc. Class A	Reduce -9.0%	0.02%	−0.01
SCHZ Schwab US Aggregate Bond ETF	Reduce -3.7%	0.04%	−0.01
TEL Te Connectivity PLC	Reduce -1.1%	0.03%	−0.01
PG The Procter & Gamble Co.	Reduce -2.9%	0.04%	−0.01
IEFA iShares Core MSCI Eafe ETF	Reduce -10.6%	0.02%	−0.00
MRK Merck & Co. Inc.	Reduce -3.3%	0.03%	−0.00
TMO Thermo Fisher Scientific Inc.	Reduce -1.2%	0.03%	−0.00
QQQ Invesco QQQ Trust Series 1	Reduce -14.1%	0.07%	−0.00
VXF Vanguard Extended Market ETF	Reduce -8.1%	0.07%	−0.00
KO The Coca-Cola Co.	Reduce -0.1%	0.03%	−0.00
VEA Vanguard Ftse Developed ETF	Reduce -2.0%	0.04%	−0.00
IVV iShares Core S&P 500 ETF	Reduce -1.3%	0.61%	−0.00
IWV iShares Russell 3000 ETF	Reduce -3.1%	0.04%	−0.00
PFS Provident Financial Services	Reduce -0.0%	0.03%	−0.00
BAC Bank of America Corp.	Reduce -1.7%	0.04%	+0.00
VB Vanguard Most SM-Cap ETF-Usd	Reduce -1.4%	0.12%	+0.00
PNC PNC Financial Services Group	Reduce -0.5%	0.04%	+0.00
ESGE iShares Inc. iShares ESG Awar	Reduce -0.6%	0.07%	+0.00
CSCO Cisco Systems Inc.	Reduce -12.1%	0.06%	+0.01
IEMG iShares Core MSCI Emerging	Reduce -3.6%	2.77%	+0.03
AMAT Applied Materials Inc.	Reduce -0.8%	0.06%	+0.03

Portfolio Buys Q1 2026 → Q2 2026


VTI VG Morningstar TS MKT ETF-US	Add +216.8%	0.84%	+0.58
SCHX Schwab US Large-Cap ETF	Add +1.9%	12.71%	+0.39
IVW iShares S&P 500 Growth ETF	Add +1.0%	4.58%	+0.35
DFAU Dimensional US Core Equity M	Add +1.8%	7.10%	+0.19
SCHB Schwab US Broad Market ETF	Add +1.8%	3.29%	+0.11
IWM iShares Russell 2000 ETF	Add +0.4%	1.39%	+0.09
MU Micron Technology Inc.	Add +19.3%	0.12%	+0.08
EFG iShares MSCI Eafe Growth ETF	Add +3.4%	4.34%	+0.08
QUAL iShares MSCI USA Quality Fac	Add +1.4%	3.05%	+0.07
TXN Texas Instruments Inc.	Add +0.3%	0.22%	+0.06
INTC Intel Corp.	New	0.05%	+0.05
LRCX Lam Research Corp.	New	0.04%	+0.04
UNH Unitedhealth Group Inc.	New	0.04%	+0.04
SNDK Sandisk Corp.	New	0.04%	+0.04
GEV GE Vernova Inc.	New	0.03%	+0.03
SBUX Starbucks Corp.	New	0.03%	+0.03
KLAC KLA Corp.	New	0.03%	+0.03
WDC Western Digital Corp.	New	0.03%	+0.03
IWF iShares Russell 1000 Growth	New	0.03%	+0.03
MRVL Marvell Technology Inc.	New	0.03%	+0.03
GOOGL Alphabet Inc. Class A	Add +3.2%	0.22%	+0.03
MS Morgan Stanley	New	0.03%	+0.03
TRV The Travelers Cos Inc.	New	0.03%	+0.03
ADI Analog Devices Inc.	New	0.03%	+0.03
PANW Palo Alto Networks Inc.	New	0.03%	+0.03
NVDA Nvidia Corp.	Add +3.3%	0.53%	+0.02
DFAS Dimensional US Small Cap ETF	Add +1.0%	0.70%	+0.02
AMZN Amazon.com Inc.	Add +7.2%	0.26%	+0.02
AVGO Broadcom Inc.	Add +2.7%	0.18%	+0.02
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +27.2%	0.15%	+0.02
VGT Vanguard Info Tech ETF	Add +0.1%	0.09%	+0.02
LLY Eli Lilly & Co.	Add +5.4%	0.09%	+0.02
RKLB Rocket Lab Corp.	Add +2.2%	0.05%	+0.02
GOOG Alphabet Inc. Class C	Add +1.2%	0.16%	+0.01
TSLA Tesla Inc.	Add +13.2%	0.12%	+0.01
CAT Caterpillar Inc.	Add +1.8%	0.05%	+0.01
VOO Vanguard S&P 500 ETF	Add +2.1%	0.30%	+0.01
GE General Electric	Add +2.0%	0.03%	+0.01
FULT Fulton Financial Corp.	Add +0.1%	0.08%	+0.00
V Visa Inc. Class A	Add +6.0%	0.06%	+0.00
GS Goldman Sachs Group Inc.	Add +2.9%	0.04%	+0.00
ORCL Oracle Corp.	Add +19.6%	0.05%	+0.00
ABBV Abbvie Inc.	Add +0.5%	0.09%	+0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +3.4%	0.08%	+0.00
VXUS Vanguard Total Intl Stock	Add +3.1%	0.22%	+0.00
PM Philip Morris International	Add +3.0%	0.05%	−0.00
VTV Vanguard Mrngstr Val ETF-Aui	Add +1.4%	0.08%	−0.00
CL Colgate-Palmolive Co.	Add +4.0%	0.06%	−0.00
PEG Public Service Enterprise GP	Add +9.3%	0.03%	−0.00
JPM JPMorgan Chase & Co.	Add +0.3%	0.11%	−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