Meridian Wealth Partners, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$725.6M
Holdings
113
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,487,016 | $98.5M | 13.57% | |
| 2 | SCHXSCHWAB STRATEGIC TR | 3,405,743 | $91.6M | 12.63% | |
| 3 | AGGISHARES TR | 905,119 | $90.4M | 12.46% | |
| 4 | DFAUDIMENSIONAL ETF TRUST | 1,078,128 | $50.5M | 6.95% | |
| 5 | IVWISHARES TR | 259,483 | $32.0M | 4.41% | |
| 6 | EFGISHARES TR | 268,250 | $30.6M | 4.21% | |
| 7 | DFAXDIMENSIONAL ETF TRUST | 884,890 | $29.0M | 3.99% | |
| 8 | IXUSISHARES TR | 322,208 | $27.3M | 3.76% | |
| 9 | MBBISHARES TR | 268,260 | $25.5M | 3.52% | |
| 10 | VLUEISHARES TR | 183,699 | $25.1M | 3.46% | |
| 11 | SCHBSCHWAB STRATEGIC TR | 895,438 | $23.5M | 3.24% | |
| 12 | QUALISHARES TR | 110,775 | $22.0M | 3.03% | |
| 13 | IEMGISHARES INC | 281,328 | $18.9M | 2.61% | |
| 14 | MUBISHARES TR | 172,905 | $18.5M | 2.55% | |
| 15 | EFVISHARES TR | 231,096 | $16.5M | 2.27% | |
| 16 | SCHOSCHWAB STRATEGIC TR | 520,155 | $12.7M | 1.75% | |
| 17 | AAPLAPPLE INC | 36,956 | $10.0M | 1.38% | |
| 18 | IWMISHARES TR | 38,021 | $9.4M | 1.29% | |
| 19 | PPGPPG INDS INC | 80,687 | $8.3M | 1.14% | |
| 20 | SUBISHARES TR | 70,474 | $7.5M | 1.04% | |
| 21 | SCHMSCHWAB STRATEGIC TR | 242,388 | $7.3M | 1.00% | |
| 22 | IVVISHARES TR | 6,987 | $4.8M | 0.66% | |
| 23 | DFASDIMENSIONAL ETF TRUST | 65,703 | $4.6M | 0.63% | |
| 24 | NVDANVIDIA CORPORATION | 19,037 | $3.5M | 0.49% | |
| 25 | MSFTMICROSOFT CORP | 6,868 | $3.3M | 0.46% | |
| 26 | VEUVANGUARD INTL EQUITY INDEX F | 31,433 | $2.3M | 0.32% | |
| 27 | VTEBVANGUARD MUN BD FDS | 41,165 | $2.1M | 0.29% | |
| 28 | VTIVANGUARD INDEX FDS | 5,657 | $1.9M | 0.26% | |
| 29 | HDHOME DEPOT INC | 5,462 | $1.9M | 0.26% | |
| 30 | VOOVANGUARD INDEX FDS | 2,838 | $1.8M | 0.25% | |
| 31 | AMZNAMAZON COM INC | 7,473 | $1.7M | 0.24% | |
| 32 | GOOGLALPHABET INC | 5,322 | $1.7M | 0.23% | |
| 33 | VXUSVANGUARD STAR FDS | 19,806 | $1.5M | 0.21% | |
| 34 | BNDVANGUARD BD INDEX FDS | 20,065 | $1.5M | 0.20% | |
| 35 | ITOTISHARES TR | 9,561 | $1.4M | 0.20% | |
| 36 | AVGOBROADCOM INC | 3,647 | $1.3M | 0.17% | |
| 37 | METAMETA PLATFORMS INC | 1,818 | $1.2M | 0.17% | |
| 38 | MRBKMERIDIAN CORPORATION | 66,839 | $1.2M | 0.16% | |
| 39 | GOOGALPHABET INC | 3,596 | $1.1M | 0.16% | |
| 40 | TXNTEXAS INSTRS INC | 5,971 | $1.0M | 0.14% | |
| 41 | IUSBISHARES TR | 21,390 | $995K | 0.14% | |
| 42 | SCHDSCHWAB STRATEGIC TR | 35,532 | $974K | 0.13% | |
| 43 | GQ9SPDR GOLD TR | 2,442 | $967K | 0.13% | |
| 44 | SPGIS&P GLOBAL INC | 1,772 | $926K | 0.13% | |
| 45 | JPMJPMORGAN CHASE & CO. | 2,843 | $916K | 0.13% | |
| 46 | TSLATESLA INC | 1,987 | $893K | 0.12% | |
| 47 | VBVANGUARD INDEX FDS | 3,360 | $866K | 0.12% | |
| 48 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.10% | |
| 49 | XOMEXXON MOBIL CORP | 5,510 | $663K | 0.09% | |
| 50 | CBUCOMMUNITY FINANCIAL SYSTEM I | 10,890 | $625K | 0.09% | |
| 51 | AMDADVANCED MICRO DEVICES INC | 2,877 | $616K | 0.08% | |
| 52 | VTVVANGUARD INDEX FDS | 3,185 | $608K | 0.08% | |
| 53 | LLYELI LILLY & CO | 560 | $601K | 0.08% | |
| 54 | ABBVABBVIE INC | 2,577 | $588K | 0.08% | |
| 55 | VIGVANGUARD SPECIALIZED FUNDS | 2,596 | $570K | 0.08% | |
| 56 | MCDMCDONALDS CORP | 1,784 | $545K | 0.08% | |
| 57 | VXFVANGUARD INDEX FDS | 2,608 | $545K | 0.08% | |
| 58 | VOVANGUARD INDEX FDS | 1,871 | $543K | 0.07% | |
| 59 | FULTFULTON FINL CORP PA | 27,520 | $531K | 0.07% | |
| 60 | JNJJOHNSON & JOHNSON | 2,496 | $516K | 0.07% | |
| 61 | WMTWALMART INC | 4,477 | $498K | 0.07% | |
| 62 | VGSHVANGUARD SCOTTSDALE FDS | 8,344 | $490K | 0.07% | |
| 63 | VMBSVANGUARD SCOTTSDALE FDS | 10,354 | $487K | 0.07% | |
| 64 | VVISA INC | 1,362 | $477K | 0.07% | |
| 65 | VGTVANGUARD WORLD FD | 612 | $461K | 0.06% | |
| 66 | ESGEISHARES INC | 10,298 | $454K | 0.06% | |
| 67 | CNTACENTESSA PHARMACEUTICALS PLC | 18,101 | $452K | 0.06% | |
| 68 | LOWLOWES COS INC | 1,750 | $421K | 0.06% | |
| 69 | VUGVANGUARD INDEX FDS | 859 | $419K | 0.06% | |
| 70 | ORCLORACLE CORP | 2,133 | $415K | 0.06% | |
| 71 | IWBISHARES TR | 1,111 | $414K | 0.06% | |
| 72 | SPYSPDR S&P 500 ETF TR | 606 | $413K | 0.06% | |
| 73 | SCHASCHWAB STRATEGIC TR | 13,250 | $377K | 0.05% | |
| 74 | IAU*ISHARES GOLD TR | 4,554 | $369K | 0.05% | |
| 75 | BACBANK AMERICA CORP | 6,645 | $365K | 0.05% | |
| 76 | CSCOCISCO SYS INC | 4,726 | $364K | 0.05% | |
| 77 | BABOEING CO | 1,667 | $361K | 0.05% | |
| 78 | SCHZSCHWAB STRATEGIC TR | 15,376 | $359K | 0.05% | |
| 79 | RTXRTX CORPORATION | 1,947 | $357K | 0.05% | |
| 80 | MAMASTERCARD INCORPORATED | 602 | $343K | 0.05% | |
| 81 | IWVISHARES TR | 863 | $334K | 0.05% | |
| 82 | VEAVANGUARD TAX-MANAGED FDS | 5,040 | $314K | 0.04% | |
| 83 | NDQINVESCO QQQ TR | 498 | $305K | 0.04% | |
| 84 | DFUSDIMENSIONAL ETF TRUST | 4,109 | $304K | 0.04% | |
| 85 | PGPROCTER AND GAMBLE CO | 2,116 | $303K | 0.04% | |
| 86 | NFLXNETFLIX INC | 3,206 | $300K | 0.04% | |
| 87 | COSTCOSTCO WHSL CORP NEW | 342 | $294K | 0.04% | |
| 88 | TELTE CONNECTIVITY PLC | 1,250 | $284K | 0.04% | |
| 89 | 6RJ0ROCKET LAB CORP | 4,051 | $282K | 0.04% | |
| 90 | 4I1PHILIP MORRIS INTL INC | 1,726 | $276K | 0.04% | |
| 91 | PNCPNC FINL SVCS GROUP INC | 1,274 | $265K | 0.04% | |
| 92 | XLKSELECT SECTOR SPDR TR | 1,805 | $259K | 0.04% | |
| 93 | UNHUNITEDHEALTH GROUP INC | 781 | $257K | 0.04% | |
| 94 | APPAPPLOVIN CORP | 370 | $249K | 0.03% | |
| 95 | GSGOLDMAN SACHS GROUP INC | 284 | $249K | 0.03% | |
| 96 | VYMVANGUARD WHITEHALL FDS | 1,700 | $243K | 0.03% | |
| 97 | TMOTHERMO FISHER SCIENTIFIC INC | 421 | $243K | 0.03% | |
| 98 | WFCWELLS FARGO CO NEW | 2,501 | $233K | 0.03% | |
| 99 | CMCSACOMCAST CORP NEW | 7,738 | $231K | 0.03% | |
| 100 | MRKMERCK & CO INC | 2,188 | $230K | 0.03% |
Page 1 of 2Next