EdgeMarket › What Meridian Wealth Partners, Llc reported owning
What Meridian Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
728.6MPositions
118Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 93.6M | 12.9% | 943.2K | 97.35 | -1.7% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 92.5M | 12.7% | 2.4M | 45.61 | +22.8% |
| SCHX Schwab U.S. Large-Cap ETF | 89.8M | 12.3% | 3.5M | 30.21 | +19.6% |
| DFAU Dimensional US Core Equity Market ETF | 50.3M | 6.9% | 1.1M | 53.06 | +21.1% |
| EFG iShares MSCI EAFE Growth ETF | 31.0M | 4.3% | 278.7K | 125.70 | +12.3% |
| IVW iShares S&P 500 Growth ETF | 30.8M | 4.2% | 272.5K | 138.83 | +22.2% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 29.0M | 4.0% | 852.5K | 38.16 | +24.9% |
| IXUS iShares Core MSCI Total International Stock ET | 28.8M | 4.0% | 332.8K | 97.94 | +22.5% |
| MBB iShares MBS ETF | 26.6M | 3.7% | 280.3K | 93.12 | -0.6% |
| VLUE iShares MSCI USA Value Factor ETF | 26.5M | 3.6% | 186.2K | 202.52 | +73.0% |
| SCHB Schwab U.S. Broad Market ETF | 23.1M | 3.2% | 921.3K | 29.61 | +20.4% |
| QUAL iShares MSCI USA Quality Factor ETF | 21.8M | 3.0% | 113.4K | 223.22 | +19.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 20.0M | 2.7% | 286.9K | 81.57 | +31.9% |
| MUB iShares National Muni Bond ETF | 18.2M | 2.5% | 171.6K | 105.34 | +1.2% |
| EFV iShares MSCI EAFE Value ETF | 17.6M | 2.4% | 236.2K | 82.23 | +21.4% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 13.2M | 1.8% | 542.7K | 24.10 | -1.0% |
| AAPL Apple Inc. | 9.5M | 1.3% | 37.5K | 309.35 | +36.9% |
| IWM iShares Russell 2000 ETF | 9.4M | 1.3% | 38.0K | 299.96 | +33.1% |
| PPG PPG INDUSTRIES INC | 8.5M | 1.2% | 79.1K | 113.63 | +1.4% |
| SUB iShares Short-Term National Muni Bond ETF | 7.4M | 1.0% | 69.7K | 106.30 | -0.6% |
| SCHM Schwab U.S. Mid Cap ETF | 7.2M | 1.0% | 233.0K | 36.16 | +25.4% |
| DFAS Dimensional U.S. Small Cap ETF | 5.0M | 0.7% | 70.0K | 83.02 | +25.5% |
| IVV iShares Core S&P 500 ETF | 4.5M | 0.6% | 6.8K | 769.31 | +20.0% |
| NVDA NVIDIA CORP | 3.7M | 0.5% | 21.1K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 2.7M | 0.4% | 7.2K | 483.24 | -4.4% |
| VEU Vanguard FTSE All World Ex US ETF | 2.2M | 0.3% | 29.6K | 85.69 | +23.3% |
| VOO Vanguard S&P 500 ETF | 2.1M | 0.3% | 3.6K | 703.71 | +20.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.1M | 0.3% | 41.2K | 49.54 | +1.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 1.9M | 0.3% | 5.9K | 378.24 | +20.5% |
| HD HOME DEPOT, INC. | 1.8M | 0.2% | 5.4K | 335.61 | -16.5% |
| NVR NVR INC | 1.7M | 0.2% | 262 | 6,358.51 | -20.8% |
| AMZN AMAZON COM INC | 1.7M | 0.2% | 8.3K | 258.63 | +15.6% |
| VXUS Vanguard Total International Stock ETF | 1.6M | 0.2% | 20.2K | 87.71 | +22.7% |
| BND Vanguard Total Bond Market ETF | 1.5M | 0.2% | 19.9K | 72.23 | -1.8% |
| GOOGL Alphabet Inc. | 1.4M | 0.2% | 5.0K | 344.82 | +73.0% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.4M | 0.2% | 9.5K | 167.97 | +20.5% |
| MRBK Meridian Corp | 1.3M | 0.2% | 66.8K | 19.89 | +33.5% |
| AVGO Broadcom Inc. | 1.2M | 0.2% | 3.8K | 368.45 | +26.5% |
| TXN TEXAS INSTRUMENTS INC | 1.2M | 0.2% | 6.0K | 264.36 | +31.7% |
| SCHD Schwab US Dividend Equity ETF | 1.1M | 0.2% | 36.0K | 35.11 | +27.6% |
| GOOG Alphabet Inc. | 1.1M | 0.1% | 3.7K | 341.75 | +70.7% |
| GLD SPDR GOLD TRUST | 1.1M | 0.1% | 2.4K | 423.36 | +37.3% |
| META Meta Platforms, Inc. | 1.0M | 0.1% | 1.8K | 549.90 | -26.5% |
| IUSB iShares Core Universal USD Bond ETF | 972.6K | 0.1% | 21.1K | 45.43 | -1.7% |
| XOM ExxonMobil Holdings Corp | 952.7K | 0.1% | 5.6K | 165.11 | +52.1% |
| VB Vanguard Morningstar Small-Cap ETF | 837.4K | 0.1% | 3.2K | 304.76 | +24.4% |
| JPM JPMORGAN CHASE & CO | 831.9K | 0.1% | 2.8K | 351.58 | +20.3% |
| JNJ JOHNSON & JOHNSON | 809.3K | 0.1% | 3.3K | 270.24 | +51.1% |
| TSLA Tesla, Inc. | 750.2K | 0.1% | 2.0K | 362.86 | +12.0% |
| unmapped CUSIP 152309100 | 719.0K | 0.1% | 18.1K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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