Meridian Wealth Partners, LLC

Institutional manager (13F) · CIK 1781942

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $704M

#	Issuer	Value	Shares
1	ISHARES TR	$94M	943,173
2	DIMENSIONAL ETF TRUST	$93M	2,380,620
3	SCHWAB STRATEGIC TR	$90M	3,500,440
4	DIMENSIONAL ETF TRUST	$50M	1,115,216
5	ISHARES TR	$31M	278,706
6	ISHARES TR	$31M	272,542
7	DIMENSIONAL ETF TRUST	$29M	852,469
8	ISHARES TR	$29M	332,809
9	ISHARES TR	$27M	280,334
10	ISHARES TR	$26M	186,234
11	SCHWAB STRATEGIC TR	$23M	921,285
12	ISHARES TR	$22M	113,406
13	ISHARES INC	$20M	286,940
14	ISHARES TR	$18M	171,618
15	ISHARES TR	$18M	236,180
16	SCHWAB STRATEGIC TR	$13M	542,653
17	APPLE INC	$10M	37,491
18	ISHARES TR	$9M	38,016
19	PPG INDS INC	$8M	79,104
20	ISHARES TR	$7M	69,709
21	SCHWAB STRATEGIC TR	$7M	233,042
22	DIMENSIONAL ETF TRUST	$5M	69,990
23	ISHARES TR	$4M	6,850
24	NVIDIA CORPORATION	$4M	21,097
25	MICROSOFT CORP	$3M	7,193
26	VANGUARD INTL EQUITY INDEX F	$2M	29,606
27	VANGUARD INDEX FDS	$2M	3,566
28	VANGUARD MUN BD FDS	$2M	41,165
29	VANGUARD INDEX FDS	$2M	5,898
30	HOME DEPOT INC	$2M	5,430
31	NVR INC	$2M	262
32	AMAZON COM INC	$2M	8,284
33	VANGUARD STAR FDS	$2M	20,191
34	VANGUARD BD INDEX FDS	$1M	19,881
35	ALPHABET INC	$1M	5,012
36	ISHARES TR	$1M	9,531
37	MERIDIAN CORP	$1M	66,839
38	BROADCOM INC	$1M	3,797
39	TEXAS INSTRS INC	$1M	6,011
40	SCHWAB STRATEGIC TR	$1M	35,966
41	ALPHABET INC	$1M	3,708
42	SPDR GOLD TR	$1M	2,442
43	META PLATFORMS INC	$1M	1,786
44	ISHARES TR	$973k	21,057
45	EXXON MOBIL CORP	$953k	5,616
46	VANGUARD INDEX FDS	$837k	3,197
47	JPMORGAN CHASE & CO	$832k	2,828
48	JOHNSON & JOHNSON	$809k	3,311
49	TESLA INC	$750k	2,018
50	CENTESSA PHARMACEUTICALS PLC	$719k	18,101

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.