Meridian Wealth Partners, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$726.6B
Holdings
113
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,650,924 | $102.2B | 14.07% | |
| 2 | SCHXSCHWAB STRATEGIC TR | 3,414,766 | $89.9B | 12.38% | |
| 3 | AGGISHARES TR | 859,168 | $86.1B | 11.85% | |
| 4 | DFAUDIMENSIONAL ETF TRUST | 1,111,458 | $50.9B | 7.00% | |
| 5 | IVWISHARES TR | 258,036 | $31.2B | 4.29% | |
| 6 | EFGISHARES TR | 262,856 | $29.9B | 4.12% | |
| 7 | DFAXDIMENSIONAL ETF TRUST | 945,802 | $29.7B | 4.08% | |
| 8 | MBBISHARES TR | 259,900 | $24.7B | 3.40% | |
| 9 | IXUSISHARES TR | 295,180 | $24.4B | 3.35% | |
| 10 | SCHBSCHWAB STRATEGIC TR | 897,719 | $23.1B | 3.18% | |
| 11 | VLUEISHARES TR | 182,117 | $22.8B | 3.13% | |
| 12 | QUALISHARES TR | 113,099 | $22.0B | 3.03% | |
| 13 | MUBISHARES TR | 200,095 | $21.3B | 2.93% | |
| 14 | IEMGISHARES INC | 284,727 | $18.8B | 2.58% | |
| 15 | EFVISHARES TR | 234,655 | $15.9B | 2.19% | |
| 16 | SCHOSCHWAB STRATEGIC TR | 498,390 | $12.2B | 1.67% | |
| 17 | AAPLAPPLE INC | 38,455 | $9.8B | 1.35% | |
| 18 | IWMISHARES TR | 40,089 | $9.7B | 1.34% | |
| 19 | PPGPPG INDS INC | 82,403 | $8.7B | 1.19% | |
| 20 | SUBISHARES TR | 75,349 | $8.0B | 1.11% | |
| 21 | SCHMSCHWAB STRATEGIC TR | 265,513 | $7.9B | 1.08% | |
| 22 | IVVISHARES TR | 7,239 | $4.8B | 0.67% | |
| 23 | VTEBVANGUARD MUN BD FDS | 93,006 | $4.7B | 0.64% | |
| 24 | VTIVANGUARD INDEX FDS | 13,855 | $4.5B | 0.63% | |
| 25 | DFASDIMENSIONAL ETF TRUST | 55,561 | $3.8B | 0.52% | |
| 26 | MSFTMICROSOFT CORP | 7,095 | $3.7B | 0.51% | |
| 27 | NVDANVIDIA CORPORATION | 19,656 | $3.7B | 0.50% | |
| 28 | VEUVANGUARD INTL EQUITY INDEX F | 32,677 | $2.3B | 0.32% | |
| 29 | HDHOME DEPOT INC | 5,519 | $2.2B | 0.31% | |
| 30 | VOOVANGUARD INDEX FDS | 3,518 | $2.2B | 0.30% | |
| 31 | METAMETA PLATFORMS INC | 2,516 | $1.8B | 0.25% | |
| 32 | GOOGLALPHABET INC | 7,201 | $1.8B | 0.24% | |
| 33 | AMZNAMAZON COM INC | 7,818 | $1.7B | 0.24% | |
| 34 | BNDVANGUARD BD INDEX FDS | 19,980 | $1.5B | 0.20% | |
| 35 | VXUSVANGUARD STAR FDS | 19,762 | $1.5B | 0.20% | |
| 36 | ITOTISHARES TR | 9,918 | $1.4B | 0.20% | |
| 37 | SCHDSCHWAB STRATEGIC TR | 49,338 | $1.3B | 0.19% | |
| 38 | AVGOBROADCOM INC | 3,663 | $1.2B | 0.17% | |
| 39 | IUSBISHARES TR | 25,610 | $1.2B | 0.16% | |
| 40 | TXNTEXAS INSTRS INC | 6,245 | $1.1B | 0.16% | |
| 41 | MRBKMERIDIAN CORPORATION | 72,230 | $1.1B | 0.16% | |
| 42 | JPMJPMORGAN CHASE & CO. | 2,969 | $936.5M | 0.13% | |
| 43 | GOOGALPHABET INC | 3,767 | $917.5M | 0.13% | |
| 44 | GQ9SPDR GOLD TR | 2,552 | $907.2M | 0.12% | |
| 45 | TSLATESLA INC | 2,033 | $904.1M | 0.12% | |
| 46 | VBVANGUARD INDEX FDS | 3,551 | $902.9M | 0.12% | |
| 47 | SPGIS&P GLOBAL INC | 1,773 | $863.1M | 0.12% | |
| 48 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754.2M | 0.10% | |
| 49 | XOMEXXON MOBIL CORP | 6,132 | $691.4M | 0.10% | |
| 50 | VTVVANGUARD INDEX FDS | 3,437 | $641.0M | 0.09% | |
| 51 | CBUCOMMUNITY FINANCIAL SYSTEM I | 10,927 | $640.8M | 0.09% | |
| 52 | ORCLORACLE CORP | 2,233 | $628.0M | 0.09% | |
| 53 | ABBVABBVIE INC | 2,650 | $613.7M | 0.08% | |
| 54 | VXFVANGUARD INDEX FDS | 2,608 | $546.0M | 0.08% | |
| 55 | MCDMCDONALDS CORP | 1,788 | $543.4M | 0.07% | |
| 56 | VOVANGUARD INDEX FDS | 1,763 | $517.9M | 0.07% | |
| 57 | FULTFULTON FINL CORP PA | 27,520 | $512.7M | 0.07% | |
| 58 | ESGEISHARES INC | 11,410 | $495.4M | 0.07% | |
| 59 | VMBSVANGUARD SCOTTSDALE FDS | 10,305 | $483.9M | 0.07% | |
| 60 | VGSHVANGUARD SCOTTSDALE FDS | 8,182 | $481.5M | 0.07% | |
| 61 | WMTWALMART INC | 4,647 | $478.9M | 0.07% | |
| 62 | VVISA INC | 1,403 | $478.8M | 0.07% | |
| 63 | SCHASCHWAB STRATEGIC TR | 17,104 | $477.2M | 0.07% | |
| 64 | AMDADVANCED MICRO DEVICES INC | 2,862 | $463.0M | 0.06% | |
| 65 | JNJJOHNSON & JOHNSON | 2,486 | $461.0M | 0.06% | |
| 66 | LOWLOWES COS INC | 1,791 | $450.0M | 0.06% | |
| 67 | VIGVANGUARD SPECIALIZED FUNDS | 2,074 | $447.5M | 0.06% | |
| 68 | LLYELI LILLY & CO | 576 | $439.2M | 0.06% | |
| 69 | CNTACENTESSA PHARMACEUTICALS PLC | 18,101 | $438.9M | 0.06% | |
| 70 | VUGVANGUARD INDEX FDS | 859 | $412.0M | 0.06% | |
| 71 | IWBISHARES TR | 1,111 | $406.1M | 0.06% | |
| 72 | SPYSPDR S&P 500 ETF TR | 606 | $403.8M | 0.06% | |
| 73 | VGVTVANGUARD MALVERN FDS | 5,141 | $392.7M | 0.05% | |
| 74 | PGPROCTER AND GAMBLE CO | 2,520 | $387.2M | 0.05% | |
| 75 | SCHZSCHWAB STRATEGIC TR | 16,481 | $386.8M | 0.05% | |
| 76 | NFLXNETFLIX INC | 317 | $380.0M | 0.05% | |
| 77 | MAMASTERCARD INCORPORATED | 632 | $359.6M | 0.05% | |
| 78 | VGTVANGUARD WORLD FD | 467 | $348.5M | 0.05% | |
| 79 | VEAVANGUARD TAX-MANAGED FDS | 5,799 | $347.5M | 0.05% | |
| 80 | COSTCOSTCO WHSL CORP NEW | 367 | $339.7M | 0.05% | |
| 81 | RTXRTX CORPORATION | 2,007 | $335.8M | 0.05% | |
| 82 | SCHRSCHWAB STRATEGIC TR | 13,329 | $335.0M | 0.05% | |
| 83 | IAU*ISHARES GOLD TR | 4,514 | $328.5M | 0.05% | |
| 84 | DFUSDIMENSIONAL ETF TRUST | 4,496 | $325.7M | 0.04% | |
| 85 | BACBANK AMERICA CORP | 6,311 | $325.6M | 0.04% | |
| 86 | 4I1PHILIP MORRIS INTL INC | 1,885 | $305.8M | 0.04% | |
| 87 | NDQINVESCO QQQ TR | 498 | $298.8M | 0.04% | |
| 88 | ABTABBOTT LABS | 2,198 | $294.4M | 0.04% | |
| 89 | BABOEING CO | 1,358 | $293.0M | 0.04% | |
| 90 | BINCBLACKROCK ETF TRUST II | 5,404 | $287.7M | 0.04% | |
| 91 | UNHUNITEDHEALTH GROUP INC | 817 | $282.0M | 0.04% | |
| 92 | TELTE CONNECTIVITY PLC | 1,262 | $277.0M | 0.04% | |
| 93 | APPAPPLOVIN CORP | 374 | $268.7M | 0.04% | |
| 94 | ADPAUTOMATIC DATA PROCESSING IN | 891 | $261.5M | 0.04% | |
| 95 | PNCPNC FINL SVCS GROUP INC | 1,279 | $257.0M | 0.04% | |
| 96 | PLTRPALANTIR TECHNOLOGIES INC | 1,402 | $255.8M | 0.04% | |
| 97 | XLKSELECT SECTOR SPDR TR | 903 | $254.5M | 0.04% | |
| 98 | IWVISHARES TR | 650 | $246.5M | 0.03% | |
| 99 | PLDPROLOGIS INC. | 2,098 | $240.3M | 0.03% | |
| 100 | VGITVANGUARD SCOTTSDALE FDS | 3,801 | $228.2M | 0.03% |
Page 1 of 2Next