Meridian Wealth Partners, LLC
CIK 1781942 · View on SEC EDGAR ↗
- Portfolio value
- $826.1M
- Positions
- 125
- As of
- June 30, 2026
#2,768 of 9,443 by 13F value · top 29.3%
Portfolio value QoQ: +13.4% 13F does not disclose cash
- Top 10 holdings weight
- 68.45%
- Top 25 holdings weight
- 91.81%
- Positions above 1%
- 20
- Effective number of positions
- 15.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.58% Est. buys $25,183,446 · sells $12,314,163
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.9% still held
- New positions
- 14
- Increased
- 54
- Decreased
- 46
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
3.2%
Materials
1.2%
Retail
0.6%
Financials
0.6%
Communication Services
0.5%
Healthcare
0.4%
Consumer products
0.3%
Industrials
0.3%
Consumer Discretionary
0.2%
Financial Services
0.2%
Energy
0.1%
Communications
0.1%
Consumer Staples
0.1%
Utilities
0.1%
Real Estate
0.0%
Other/Unmapped
92.1%
Full portfolio 125 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $104,986,990 | 12.71% | 3,567,346 | $15,235,720 | Up ×2 | ||
| DFAC | $104,305,879 | 12.63% | 2,351,350 | $11,794,997 | Down ×6 | ||
| AGG | $98,435,601 | 11.92% | 994,500 | $4,806,779 | Up ×6 | ||
| DFAU | $58,656,666 | 7.10% | 1,134,778 | $8,338,113 | Up ×2 | ||
| IVW | $37,857,200 | 4.58% | 275,265 | $7,029,972 | Up ×4 | ||
| EFG | $35,870,231 | 4.34% | 288,300 | $4,830,717 | Up ×5 | ||
| VLUE | $34,010,296 | 4.12% | 170,213 | $7,529,665 | Down ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $32,111,358 | 3.89% | 336,456 | $3,276,789 | Up ×6 | ||
| DFAX | $31,116,920 | 3.77% | 844,650 | $2,158,544 | Down ×4 | ||
| MBB iShares MBS ETF | $28,124,927 | 3.40% | 297,555 | $1,507,201 | Up ×6 | ||
| SCHB | $27,147,860 | 3.29% | 937,426 | $4,023,604 | Up ×2 | ||
| QUAL | $25,234,468 | 3.05% | 115,000 | $3,482,054 | Up ×2 | ||
| IEMG | $22,903,948 | 2.77% | 276,484 | $2,889,883 | Down ×1 | ||
| EFV | $18,472,604 | 2.24% | 241,314 | $912,594 | Up ×2 | ||
| MUB | $16,444,014 | 1.99% | 152,797 | $-1,773,237 | Down ×4 | ||
| SCHO | $14,065,341 | 1.70% | 582,657 | $895,158 | Up ×5 | ||
| IWM | $11,463,971 | 1.39% | 38,156 | $2,036,003 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $10,548,553 | 1.28% | 36,455 | $1,033,665 | Down ×1 | ||
| PPG PPG Industries, Inc. Common Stock | $9,480,846 | 1.15% | 78,167 | $1,026,235 | Down ×6 | ||
| SCHM | $8,512,777 | 1.03% | 230,886 | $1,297,790 | Down ×4 | ||
| VTI | $6,914,684 | 0.84% | 18,686 | $5,022,488 | Up ×2 | ||
| SUB | $6,558,127 | 0.79% | 61,596 | $-865,882 | Down ×4 | ||
| DFAS | $5,822,097 | 0.70% | 70,708 | $843,708 | Up ×6 | ||
| IVV | $5,062,078 | 0.61% | 6,759 | $587,381 | Down ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,359,428 | 0.53% | 21,787 | $680,053 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2,777,994 | 0.34% | 7,447 | $115,483 | Up ×2 | ||
| VOO | $2,500,201 | 0.30% | 3,640 | $369,182 | Up ×2 | ||
| VEU | $2,452,916 | 0.30% | 29,289 | $229,531 | Down ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,116,620 | 0.26% | 8,881 | $391,380 | Up ×2 | ||
| VTEB | $2,081,823 | 0.25% | 41,159 | $28,101 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,848,866 | 0.22% | 5,174 | $407,758 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,841,672 | 0.22% | 5,222 | $55,878 | Down ×4 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1,797,378 | 0.22% | 6,030 | $630,391 | Up ×2 | ||
| NVR NVR, Inc. Common Stock | $1,785,111 | 0.22% | 262 | $58,575 | |||
| VXUS Vanguard Total International Stock ETF | $1,778,962 | 0.22% | 20,809 | $222,033 | Up ×3 | ||
| ITOT | $1,565,658 | 0.19% | 9,531 | $208,157 | |||
| AVGO Broadcom Inc. - Common Stock | $1,472,587 | 0.18% | 3,898 | $297,280 | Up ×2 | ||
| BND Vanguard Total Bond Market ETF | $1,404,994 | 0.17% | 19,139 | $-59,043 | Down ×2 | ||
| MRBK Meridian Corporation - Common Stock | $1,339,005 | 0.16% | 66,850 | $71,738 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,325,696 | 0.16% | 3,752 | $262,018 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,320,408 | 0.16% | 2,273 | $706,659 | Down ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $1,236,405 | 0.15% | 26,791 | $263,782 | Up ×1 | ||
| SCHD | $1,140,768 | 0.14% | 35,975 | $37,330 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,045,786 | 0.13% | 1,857 | $23,770 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $964,603 | 0.12% | 836 | $727,888 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $960,652 | 0.12% | 2,284 | $210,460 | Up ×2 | ||
| VB | $955,465 | 0.12% | 3,152 | $118,105 | Down ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $928,308 | 0.11% | 2,836 | $96,422 | Up ×1 | ||
| GLD | $899,584 | 0.11% | 2,442 | $-151,185 | |||
| JNJ Johnson & Johnson Common Stock | $839,626 | 0.10% | 3,306 | $30,284 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $777,679 | 0.09% | 5,688 | $-175,060 | Up ×2 | ||
| VGT | $752,541 | 0.09% | 6,296 | $204,164 | Up ×4 | ||
| BRKA | $748,850 | 0.09% | 1 | $30,710 | |||
| CBU Community Financial System, Inc. Common Stock | $730,950 | 0.09% | 10,890 | $92,240 | |||
| LLY Eli Lilly and Company Common Stock | $727,656 | 0.09% | 607 | $198,174 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $706,439 | 0.09% | 2,807 | $98,698 | Up ×2 | ||
| FULT Fulton Financial Corporation - Common Stock | $666,242 | 0.08% | 27,542 | $106,484 | Up ×1 | ||
| VTV | $654,008 | 0.08% | 3,001 | $73,452 | Up ×1 | ||
| VO | $623,451 | 0.08% | 7,738 | $86,137 | Up ×1 | ||
| VIG | $615,229 | 0.07% | 2,600 | $56,533 | Up ×3 | ||
| VXF | $590,412 | 0.07% | 2,398 | $53,685 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $581,546 | 0.07% | 790 | $50,705 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $537,872 | 0.07% | 4,749 | $-43,138 | Up ×2 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $537,658 | 0.07% | 9,831 | $87,914 | Down ×4 | ||
| CL Colgate-Palmolive Company Common Stock | $534,832 | 0.06% | 5,834 | $56,719 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $517,428 | 0.06% | 716 | $270,768 | Down ×1 | ||
| SPGI S&P Global Inc. Common Stock | $515,338 | 0.06% | 1,265 | $-103,268 | Down ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $495,604 | 0.06% | 4,219 | $123,223 | Down ×1 | ||
| V Visa Inc. | $492,221 | 0.06% | 1,435 | $83,088 | Up ×1 | ||
| SCHA | $478,773 | 0.06% | 13,251 | $93,443 | |||
| VGSH Vanguard Short-Term Treasury ETF | $469,849 | 0.06% | 8,073 | $-18,609 | Down ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $469,130 | 0.06% | 10,022 | $-16,991 | Down ×1 | ||
| VUG | $468,258 | 0.06% | 5,436 | $72,526 | Up ×2 | ||
| SPY SPY | $467,807 | 0.06% | 626 | $60,458 | |||
| MCD McDonald's Corporation Common Stock | $460,879 | 0.06% | 1,705 | $-92,328 | Down ×4 | ||
| IWB | $455,037 | 0.06% | 1,111 | $58,827 | |||
| INTC Intel Corporation - Common Stock | $425,360 | 0.05% | 3,046 | Up ×1 | |||
| RKLB Rocket Lab Corporation - Common Stock | $422,967 | 0.05% | 4,161 | $161,591 | Up ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $421,517 | 0.05% | 827 | $-82,169 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $420,758 | 0.05% | 2,218 | $-9,152 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $418,071 | 0.05% | 393 | $144,894 | Up ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $404,968 | 0.05% | 1,837 | $-36,325 | Down ×1 | ||
| PM Philip Morris International Inc Common Stock | $404,033 | 0.05% | 2,233 | $45,520 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $386,453 | 0.05% | 2,637 | $62,222 | Up ×2 | ||
| IWV | $368,167 | 0.04% | 863 | $37,731 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $352,839 | 0.04% | 6,192 | $45,752 | Down ×2 | ||
| VEA | $351,975 | 0.04% | 4,940 | $29,011 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $351,752 | 0.04% | 376 | $-19,930 | Up ×2 | ||
| BA Boeing Company (The) Common Stock | $347,363 | 0.04% | 1,605 | $-9,034 | Down ×1 | ||
| XLK XLK | $343,865 | 0.04% | 1,805 | $103,997 | |||
| DFUS | $336,692 | 0.04% | 4,109 | $45,322 | |||
| LRCX Lam Research Corporation - Common Stock | $321,531 | 0.04% | 742 | Up ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $320,313 | 0.04% | 771 | ||||
| MA Mastercard Incorporated Common Stock | $317,499 | 0.04% | 618 | $11,116 | Up ×2 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $314,705 | 0.04% | 1,278 | $47,279 | Down ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $311,502 | 0.04% | 137 | Up ×1 | |||
| SCHZ | $300,829 | 0.04% | 13,006 | $-12,804 | Down ×5 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $291,613 | 0.04% | 288 | $54,453 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $289,322 | 0.04% | 1,973 | $-4,037 | Down ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $274,134 | 0.03% | 2,133 | $8,853 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| AGG | $98,435,601 | 11.92% | up ×6 |
| IVW | $37,857,200 | 4.58% | up ×4 |
| EFG | $35,870,231 | 4.34% | up ×5 |
| IXUS | $32,111,358 | 3.89% | up ×6 |
| MBB | $28,124,927 | 3.40% | up ×6 |
| SCHO | $14,065,341 | 1.70% | up ×5 |
| DFAS | $5,822,097 | 0.70% | up ×6 |
| VXUS | $1,778,962 | 0.22% | up ×3 |
| VGT | $752,541 | 0.09% | up ×4 |
| VIG | $615,229 | 0.07% | up ×3 |
| DUK | $253,920 | 0.03% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| INTC | $425,360 | 3,046 | 0.05% |
| LRCX | $321,531 | 742 | 0.04% |
| UNH | $320,313 | 771 | 0.04% |
| SNDK | $311,502 | 137 | 0.04% |
| SBUX | $241,503 | 2,363 | 0.03% |
| GEV | $240,847 | 205 | 0.03% |
| KLAC | $239,559 | 794 | 0.03% |
| WDC | $231,648 | 363 | 0.03% |
| IWF | $223,010 | 1,796 | 0.03% |
| MRVL | $218,205 | 732 | 0.03% |
| MS | $212,808 | 1,018 | 0.03% |
| TRV | $207,976 | 630 | 0.03% |
| PANW | $206,732 | 606 | 0.03% |
| ADI | $206,399 | 520 | 0.02% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHX | Bought more | +67K | +$15.2M |
| DFAC | Trimmed | -29K | +$11.8M |
| DFAU | Bought more | +20K | +$8.3M |
| VLUE | Trimmed | -16K | +$7.5M |
| IVW | Bought more | +3K | +$7.0M |
| VTI | Bought more | +13K | +$5.0M |
| EFG | Bought more | +10K | +$4.8M |
| AGG | Bought more | +51K | +$4.8M |
| SCHB | Bought more | +16K | +$4.0M |
| QUAL | Bought more | +2K | +$3.5M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CNTA | June 30, 2026 | 18,101 | $718,972 | No longer tracked |
| STBA | Sept. 30, 2025 | 14,252 | $539,011 | 34.0% |
| UNH | June 30, 2025 | 789 | $413,065 | 24.2% |
| VGVT | Dec. 31, 2025 | 5,141 | $392,651 | No longer tracked |
| MS | March 31, 2025 | 2,949 | $370,756 | 81.4% |
| TSM | Sept. 30, 2025 | 1,584 | $358,761 | 50.5% |
| SCHR | Dec. 31, 2025 | 13,329 | $334,961 | No longer tracked |
| GEV | Sept. 30, 2025 | 597 | $315,903 | 57.8% |
| BINC | Dec. 31, 2025 | 5,404 | $287,715 | No longer tracked |
| CRM | March 31, 2025 | 834 | $278,943 | -23.4% |
| UNH | March 31, 2026 | 781 | $257,707 | 43.1% |
| AIRR | June 30, 2026 | 2,280 | $252,579 | |
| APP | March 31, 2026 | 370 | $249,314 | -24.5% |
| NOW | March 31, 2025 | 223 | $236,072 | -18.6% |
| NOW | Sept. 30, 2025 | 229 | $235,106 | -29.5% |
| WFC | March 31, 2026 | 2,501 | $233,063 | 6.3% |
| DIS | March 31, 2025 | 2,073 | $230,850 | 8.5% |
| ABT | March 31, 2026 | 1,833 | $229,699 | 11.4% |
| VGIT | Dec. 31, 2025 | 3,801 | $228,175 | |
| IYW | Sept. 30, 2025 | 1,310 | $226,984 | No longer tracked |
| CMCSA | June 30, 2026 | 7,713 | $221,446 | 7.8% |
| CVX | June 30, 2025 | 1,306 | $218,537 | 44.3% |
| PLTR | June 30, 2026 | 1,492 | $218,251 | 48.3% |
| AXP | March 31, 2026 | 584 | $215,931 | 10.8% |
| ADP | March 31, 2026 | 837 | $215,300 | 37.3% |
| DIS | Sept. 30, 2025 | 1,727 | $214,206 | -6.4% |
| TMO | June 30, 2025 | 430 | $213,969 | 53.0% |
| MS | March 31, 2026 | 1,203 | $213,600 | 28.6% |
| MRK | June 30, 2025 | 2,374 | $213,121 | 91.6% |
| IWF | March 31, 2026 | 449 | $212,512 | No longer tracked |
| WM | June 30, 2026 | 916 | $210,565 | 0.5% |
| XLK | March 31, 2025 | 904 | $210,169 | No longer tracked |
| GILD | June 30, 2026 | 1,506 | $209,892 | 14.6% |
| NEE | June 30, 2026 | 2,249 | $208,916 | -3.2% |
| LIN | Dec. 31, 2025 | 439 | $208,684 | 14.4% |
| PEG | March 31, 2025 | 2,436 | $205,843 | -9.8% |
| NJR | June 30, 2025 | 4,143 | $203,257 | 22.4% |
| PEP | March 31, 2025 | 1,315 | $200,011 | -4.9% |