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)

StockValue
DFACDIMENSIONAL ETF TRUST
$98.5M
SCHXSCHWAB STRATEGIC TR
$91.6M
AGGISHARES TR
$90.4M
DFAUDIMENSIONAL ETF TRUST
$50.5M
IVWISHARES TR
$32.0M
EFGISHARES TR
$30.6M
DFAXDIMENSIONAL ETF TRUST
$29.0M
IXUSISHARES TR
$27.3M
MBBISHARES TR
$25.5M
VLUEISHARES TR
$25.1M
SCHBSCHWAB STRATEGIC TR
$23.5M
QUALISHARES TR
$22.0M
IEMGISHARES INC
$18.9M
MUBISHARES TR
$18.5M
EFVISHARES TR
$16.5M
SCHOSCHWAB STRATEGIC TR
$12.7M
AAPLAPPLE INC
$10.0M
IWMISHARES TR
$9.4M
PPGPPG INDS INC
$8.3M
SUBISHARES TR
$7.5M
SCHMSCHWAB STRATEGIC TR
$7.3M
IVVISHARES TR
$4.8M
DFASDIMENSIONAL ETF TRUST
$4.6M
NVDANVIDIA CORPORATION
$3.5M
MSFTMICROSOFT CORP
$3.3M
VEUVANGUARD INTL EQUITY INDEX F
$2.3M
VTEBVANGUARD MUN BD FDS
$2.1M
VTIVANGUARD INDEX FDS
$1.9M
HDHOME DEPOT INC
$1.9M
VOOVANGUARD INDEX FDS
$1.8M
AMZNAMAZON COM INC
$1.7M
GOOGLALPHABET INC
$1.7M
VXUSVANGUARD STAR FDS
$1.5M
BNDVANGUARD BD INDEX FDS
$1.5M
ITOTISHARES TR
$1.4M
AVGOBROADCOM INC
$1.3M
METAMETA PLATFORMS INC
$1.2M
MRBKMERIDIAN CORPORATION
$1.2M
GOOGALPHABET INC
$1.1M
TXNTEXAS INSTRS INC
$1.0M
IUSBISHARES TR
$995K
SCHDSCHWAB STRATEGIC TR
$974K
GQ9SPDR GOLD TR
$967K
SPGIS&P GLOBAL INC
$926K
JPMJPMORGAN CHASE & CO.
$916K
TSLATESLA INC
$893K
VBVANGUARD INDEX FDS
$866K
BRK-BBERKSHIRE HATHAWAY INC DEL
$754K
XOMEXXON MOBIL CORP
$663K
CBUCOMMUNITY FINANCIAL SYSTEM I
$625K
AMDADVANCED MICRO DEVICES INC
$616K
VTVVANGUARD INDEX FDS
$608K
LLYELI LILLY & CO
$601K
ABBVABBVIE INC
$588K
VIGVANGUARD SPECIALIZED FUNDS
$570K
MCDMCDONALDS CORP
$545K
VXFVANGUARD INDEX FDS
$545K
VOVANGUARD INDEX FDS
$543K
FULTFULTON FINL CORP PA
$531K
JNJJOHNSON & JOHNSON
$516K
WMTWALMART INC
$498K
VGSHVANGUARD SCOTTSDALE FDS
$490K
VMBSVANGUARD SCOTTSDALE FDS
$487K
VVISA INC
$477K
VGTVANGUARD WORLD FD
$461K
ESGEISHARES INC
$454K
CNTACENTESSA PHARMACEUTICALS PLC
$452K
LOWLOWES COS INC
$421K
VUGVANGUARD INDEX FDS
$419K
ORCLORACLE CORP
$415K
IWBISHARES TR
$414K
SPYSPDR S&P 500 ETF TR
$413K
SCHASCHWAB STRATEGIC TR
$377K
IAU*ISHARES GOLD TR
$369K
BACBANK AMERICA CORP
$365K
CSCOCISCO SYS INC
$364K
BABOEING CO
$361K
SCHZSCHWAB STRATEGIC TR
$359K
RTXRTX CORPORATION
$357K
MAMASTERCARD INCORPORATED
$343K
IWVISHARES TR
$334K
VEAVANGUARD TAX-MANAGED FDS
$314K
NDQINVESCO QQQ TR
$305K
DFUSDIMENSIONAL ETF TRUST
$304K
PGPROCTER AND GAMBLE CO
$303K
NFLXNETFLIX INC
$300K
COSTCOSTCO WHSL CORP NEW
$294K
TELTE CONNECTIVITY PLC
$284K
6RJ0ROCKET LAB CORP
$282K
4I1PHILIP MORRIS INTL INC
$276K
PNCPNC FINL SVCS GROUP INC
$265K
XLKSELECT SECTOR SPDR TR
$259K
UNHUNITEDHEALTH GROUP INC
$257K
APPAPPLOVIN CORP
$249K
GSGOLDMAN SACHS GROUP INC
$249K
VYMVANGUARD WHITEHALL FDS
$243K
TMOTHERMO FISHER SCIENTIFIC INC
$243K
WFCWELLS FARGO CO NEW
$233K
CMCSACOMCAST CORP NEW
$231K
MRKMERCK & CO INC
$230K
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