Q2 2026 13F · SEC CIK 1781942

Meridian Wealth Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $826.1M
Reported positions: 125
Top holdings a year, 3 yrs: +14.8%
Assets under management: $1.4B

Meridian Wealth Partners, LLC is a wealth manager that reported 125 positions worth $826.1M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Schwab Stratgc Tr (SCHX, 12.7%), Dimensional U.s. Core Equity 2 (DFAC, 12.6%), Ishares Tr (AGG, 11.9%). A portfolio copying its top holdings returned 14.8% a year over the last 3 years, against 20.4% for the S&P 500.

Meridian Wealth Partners, LLC holdings largest 50 of 125 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meridian Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHXSchwab Stratgc Tr	12.7%	12.3%	3,567,346	+1.9%	$105.0M
DFACDimensional U.s. Core Equity 2	12.6%	12.7%	2,351,350	-1.2%	$104.3M
AGGIshares Tr	11.9%	12.9%	994,500	+5.4%	$98.4M
DFAUDimensional US Core Equity Market ETF	7.1%	6.9%	1,134,778	+1.8%	$58.7M
IVWIshares	4.6%	4.2%	275,265	+1.0%	$37.9M
EFGIshares Tr	4.3%	4.3%	288,300	+3.4%	$35.9M
VLUEIshares	4.1%	3.6%	170,213	-8.6%	$34.0M
IXUSIshares Core Msci Total International St	3.9%	4.0%	336,456	+1.1%	$32.1M
DFAXDimensional World Ex U.s. Core	3.8%	4.0%	844,650	-0.9%	$31.1M
MBBIshares Tr	3.4%	3.7%	297,555	+6.1%	$28.1M
SCHBSchwb US Broad	3.3%	3.2%	937,426	+1.8%	$27.1M
QUALIshares Msci USA Quality Factor ETF	3.1%	3.0%	115,000	+1.4%	$25.2M
IEMGIshares	2.8%	2.7%	276,484	-3.6%	$22.9M
EFVIshares Tr	2.2%	2.4%	241,314	+2.2%	$18.5M
MUBIshares National Muni Bond ETF	2.0%	2.5%	152,797	-11.0%	$16.4M
SCHOSchwab Short-Term U.S. Treasury ETF	1.7%	1.8%	582,657	+7.4%	$14.1M
IWMIshares	1.4%	1.3%	38,156	+0.4%	$11.5M
AAPLApple Inc	1.3%	1.3%	36,455	-2.8%	$10.5M
PPGPpg Inds Inc	1.1%	1.2%	78,167	-1.2%	$9.5M
SCHMSchwab Strategic Tr	1.0%	1.0%	230,886	-0.9%	$8.5M
VTIVanguard Index Fds	0.8%	0.3%	18,686	+216.8%	$6.9M
SUBIshares Tr	0.8%	1.0%	61,596	-11.6%	$6.6M
DFASDimensional ETF Trust	0.7%	0.7%	70,708	+1.0%	$5.8M
IVVIshares Core S&p 500 ETF	0.6%	0.6%	6,759	-1.3%	$5.1M
NVDANvidia Corporation Com	0.5%	0.5%	21,787	+3.3%	$4.4M
MSFTMicrosoft Corp	0.3%	0.4%	7,447	+3.5%	$2.8M
VOOVanguard S&p 500 ETF	0.3%	0.3%	3,640	+2.1%	$2.5M
VEUVanguard FTSE All	0.3%	0.3%	29,289	-1.1%	$2.5M
AMZNAmazon Com Inc Com	0.3%	0.2%	8,881	+7.2%	$2.1M
VTEBVanguard Tx Ex Bd	0.3%	0.3%	41,159	-0.0%	$2.1M
GOOGLAlphabet Inc	0.2%	0.2%	5,174	+3.2%	$1.8M
HDHome Depot Inc Com	0.2%	0.2%	5,222	-3.8%	$1.8M
TXNTexas Instruments Inc	0.2%	0.2%	6,030	+0.3%	$1.8M
NVRNvr Inc	0.2%	0.2%	262	+0.0%	$1.8M
VXUSVanguard Star Fds Vanguard Total Intl St	0.2%	0.2%	20,809	+3.1%	$1.8M
ITOTIshares Total US Stock Market ETF	0.2%	0.2%	9,531	+0.0%	$1.6M
AVGOBroadcom Inc	0.2%	0.2%	3,898	+2.7%	$1.5M
BNDVanguard Total Bond Market ETF	0.2%	0.2%	19,139	-3.7%	$1.4M
MRBKMeridian Corp	0.2%	0.2%	66,850	+0.0%	$1.3M
GOOGAlphabet Inc	0.2%	0.1%	3,752	+1.2%	$1.3M
AMDAdvanced Micro Devices Inc	0.2%	—	2,273	—	$1.3M
IUSBIshares Core Universal Usd Bond ETF	0.1%	0.1%	26,791	+27.2%	$1.2M
SCHDSchwab Strategic Tr	0.1%	0.2%	35,975	+0.0%	$1.1M
METAMeta Platforms Inc Class A	0.1%	0.1%	1,857	+4.0%	$1.0M
MUMicron Technology Inc	0.1%	—	836	—	$965K
TSLATesla Inc Com	0.1%	0.1%	2,284	+13.2%	$961K
VBVanguard Indx Fd	0.1%	0.1%	3,152	-1.4%	$955K
JPMJpmorgan Chase & Co	0.1%	0.1%	2,836	+0.3%	$928K
GLDSpdr Gold Shares	0.1%	0.1%	2,442	+0.0%	$900K
JNJJohnson & Johnson	0.1%	0.1%	3,306	-0.2%	$840K

What Meridian Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.5% /yr; S&P 500 +20.1%
3 years: +14.8% /yr; S&P 500 +20.4%
5 years: +7.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$826.1M	125
Q1 2026	$728.6M	118
Q4 2025	$725.6M	113
Q3 2025	$726.6M	113
Q2 2025	$689.7M	111
Q1 2025	$626.6M	103
Q4 2024	$659.1M	106
Q3 2024	$643.0M	108
Q2 2024	$566.4M	107
Q1 2024	$554.1M	107
Q4 2023	$523.8M	101
Q3 2023	$480.2M	95

Questions about Meridian Wealth Partners, LLC's portfolio

What stocks does Meridian Wealth Partners, LLC own?

Meridian Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 125 positions worth $826.1M. The largest are Schwab Stratgc Tr (SCHX) at 12.7%, Dimensional U.s. Core Equity 2 (DFAC) at 12.6%, Ishares Tr (AGG) at 11.9%, Dimensional US Core Equity Market ETF (DFAU) at 7.1% and Ishares (IVW) at 4.6%.

What did Meridian Wealth Partners, LLC buy last quarter?

In Q2 2026, Meridian Wealth Partners, LLC added Vanguard Index Fds (VTI) (+216.8% shares), Ishares Core Universal Usd Bond ETF (IUSB) (+27.2% shares) and Tesla Inc Com (TSLA) (+13.2% shares), compared with its Q1 2026 filing.

What did Meridian Wealth Partners, LLC sell last quarter?

In Q2 2026, Meridian Wealth Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Centessa Pharmaceuticals PLC (CNTA), Ishares Tr (SUB) (-11.6% shares), Ishares National Muni Bond ETF (MUB) (-11.0% shares) and Ishares (VLUE) (-8.6% shares), compared with its Q1 2026 filing.

How has Meridian Wealth Partners, LLC's portfolio performed?

A portfolio copying Meridian Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.5% against +20.1%. Over 5 years: +7.1% a year against +11.6%.

When is Meridian Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meridian Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meridian Wealth Partners, LLC manage?

Meridian Wealth Partners, LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $826.1M.