Meridian Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Meridian Wealth Partners, LLC 13F Holdings
CIK 0001781942 · EXTON, PA
As of Sep 30, 2025, Meridian Wealth Partners, LLC reported
113 positions worth $726.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 2,650,924 |
|
02.2M14.07% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 3,414,766 | $89.9M | 12.38% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 859,168 | $86.1M | 11.85% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 1,111,458 | $50.9M | 7.00% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 258,036 | $31.2M | 4.29% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 262,856 | $29.9M | 4.12% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 945,802 | $29.7M | 4.08% |
| ISHARES MBS ETF | MBB | — | 259,900 | $24.7M | 3.40% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 295,180 | $24.4M | 3.35% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 897,719 | $23.1M | 3.18% |
| ISHARES MSCI USA VALUE FACTOR ETF | VLUE | — | 182,117 | $22.8M | 3.13% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 113,099 | $22.0M | 3.03% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 200,095 | $21.3M | 2.93% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 284,727 |
8.8M | 2.58% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 234,655 |
5.9M | 2.19% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 498,390 |
2.2M | 1.67% |
| APPLE INC | AAPL | Technology | 38,455 | $9.8M | 1.35% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 40,089 | $9.7M | 1.34% |
| PPG INDUSTRIES INC | PPG | Basic Materials | 82,403 | $8.7M | 1.19% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 75,349 | $8.0M | 1.11% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 265,513 | $7.9M | 1.08% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,239 | $4.8M | 0.67% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 93,006 | $4.7M | 0.64% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 13,855 | $4.5M | 0.63% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 55,561 | $3.8M | 0.52% |