Meridian Wealth Partners, LLC
CIK: 0001781942Latest portfolio: $725.6M · Q4 2025
Holdings
113
Total Value
$725.6M
New Positions
5
Closed Positions
5
Top Holdings
View All 113 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,487,016 | $98.5M | 13.57% | -163,908 | |
| 2 | SCHXSCHWAB STRATEGIC TR | 3,405,743 | $91.6M | 12.63% | -9,023 | |
| 3 | AGGISHARES TR | 905,119 | $90.4M | 12.46% | +46K | |
| 4 | DFAUDIMENSIONAL ETF TRUST | 1,078,128 | $50.5M | 6.95% | -33,330 | |
| 5 | IVWISHARES TR | 259,483 | $32.0M | 4.41% | +1K | |
| 6 | EFGISHARES TR | 268,250 | $30.6M | 4.21% | +5K | |
| 7 | DFAXDIMENSIONAL ETF TRUST | 884,890 | $29.0M | 3.99% | -60,912 | |
| 8 | IXUSISHARES TR | 322,208 | $27.3M | 3.76% | +27K | |
| 9 | MBBISHARES TR | 268,260 | $25.5M | 3.52% | +8K | |
| 10 | VLUEISHARES TR | 183,699 | $25.1M | 3.46% | +2K | |
| 11 | SCHBSCHWAB STRATEGIC TR | 895,438 | $23.5M | 3.24% | -2,281 | |
| 12 | QUALISHARES TR | 110,775 | $22.0M | 3.03% | -2,324 | |
| 13 | IEMGISHARES INC | 281,328 | $18.9M | 2.61% | -3,399 | |
| 14 | MUBISHARES TR | 172,905 | $18.5M | 2.55% | -27,190 | |
| 15 | EFVISHARES TR | 231,096 | $16.5M | 2.27% | -3,559 | |
| 16 | SCHOSCHWAB STRATEGIC TR | 520,155 | $12.7M | 1.75% | +22K | |
| 17 | AAPLAPPLE INC | 36,956 | $10.0M | 1.38% | -1,499 | |
| 18 | IWMISHARES TR | 38,021 | $9.4M | 1.29% | -2,068 | |
| 19 | PPGPPG INDS INC | 80,687 | $8.3M | 1.14% | -1,716 | |
| 20 | SUBISHARES TR | 70,474 | $7.5M | 1.04% | -4,875 | |
| 21 | SCHMSCHWAB STRATEGIC TR | 242,388 | $7.3M | 1.00% | -23,125 | |
| 22 | IVVISHARES TR | 6,987 | $4.8M | 0.66% | -252 | |
| 23 | DFASDIMENSIONAL ETF TRUST | 65,703 | $4.6M | 0.63% | +10K | |
| 24 | NVDANVIDIA CORPORATION | 19,037 | $3.5M | 0.49% | -619 | |
| 25 | MSFTMICROSOFT CORP | 6,868 | $3.3M | 0.46% | -227 |
Quarterly Changes
Increased Positions
Sector Breakdown
Financial Services0.0% ($9.846091648904037e+221T)
Technology0.0% ($1.0046355033211262e+29T)
Healthcare0.0% ($601588516452257.3T)
Unknown0.0% ($967754369305.3T)
Industrials0.0% ($361357218.2T)
Communication Services0.0% ($166512001.1T)
Consumer Cyclical0.0% ($18791724.9T)
Consumer Defensive0.0% ($498.3T)
Utilities0.0% ($217.2M)
Basic Materials0.0% ($8.3M)
Energy0.0% ($663K)
Real Estate0.0% ($204K)
Filing History
Fund Information
Meridian Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $725.6M across 113 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 13.6% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.