Meridian Wealth Partners, LLC
CIK: 0001781942SEC EDGAR →
Portfolio Value
$718K
Holdings
113
As of
Q4 2025
New Positions
113
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,487,016 | $98K | 13.72% |
| 2 | SCHWAB STRATEGIC TR | 3,405,743 | $92K | 12.77% |
| 3 | ISHARES TR | 905,119 | $90K | 12.60% |
| 4 | DIMENSIONAL ETF TRUST | 1,078,128 | $50K | 7.03% |
| 5 | ISHARES TR | 259,483 | $32K | 4.46% |
| 6 | ISHARES TR | 268,250 | $31K | 4.26% |
| 7 | DIMENSIONAL ETF TRUST | 884,890 | $29K | 4.04% |
| 8 | ISHARES TR | 322,208 | $27K | 3.80% |
| 9 | ISHARES TR | 268,260 | $26K | 3.56% |
| 10 | ISHARES TR | 183,699 | $25K | 3.50% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $669K | 93.2% |
| Technology | 11 | $21K | 3.0% |
| Basic Materials | 1 | $8K | 1.2% |
| Consumer Cyclical | 5 | $5K | 0.8% |
| Communication Services | 5 | $3K | 0.5% |
| Unknown | 7 | $3K | 0.4% |
| Healthcare | 8 | $3K | 0.4% |
| Industrials | 6 | $2K | 0.2% |
| Consumer Defensive | 4 | $1K | 0.2% |
| Energy | 1 | $663 | 0.1% |
| Utilities | 2 | $418 | 0.1% |
| Real Estate | 1 | $204 | 0.0% |