Meridian Wealth Partners, LLC
CIK 0001781942
Annualised vol
1.287719%
Beta
0.063533
HHI
660.274678
Top-10 weight
68.450496%
VaR 95%
0.1215%
VaR 99%
0.232888%
Max drawdown
1.974563%
Matched value
5.962434%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| AAPL | REDUCED | 36,455 | 37,491 | -2.76% | 10,548,553 |
| NVDA | ADDED | 21,787 | 21,097 | 3.27% | 4,359,428 |
| GOOGL | ADDED | 8,926 | 8,720 | 2.36% | 3,174,562 |
| MSFT | ADDED | 7,447 | 7,193 | 3.53% | 2,777,994 |
| AMZN | ADDED | 8,881 | 8,284 | 7.21% | 2,116,620 |
| HD | REDUCED | 5,222 | 5,430 | -3.83% | 1,841,672 |
| NVR | UNCHANGED | 262 | 262 | 0.0% | 1,785,111 |
| AVGO | ADDED | 3,898 | 3,797 | 2.66% | 1,472,587 |
| MRBK | ADDED | 66,850 | 66,839 | 0.02% | 1,339,005 |
| AMD | REDUCED | 2,273 | 3,017 | -24.66% | 1,320,408 |
| META | ADDED | 1,857 | 1,786 | 3.98% | 1,045,786 |
| MU | ADDED | 836 | 701 | 19.26% | 964,603 |
| TSLA | ADDED | 2,284 | 2,018 | 13.18% | 960,652 |
| JPM | ADDED | 2,836 | 2,828 | 0.28% | 928,308 |
| JNJ | REDUCED | 3,306 | 3,311 | -0.15% | 839,626 |
| LLY | ADDED | 607 | 576 | 5.38% | 727,656 |
| ABBV | ADDED | 2,807 | 2,794 | 0.47% | 706,439 |
| WMT | ADDED | 4,749 | 4,675 | 1.58% | 537,872 |
| CL | ADDED | 5,834 | 5,610 | 3.99% | 534,832 |
| SPGI | REDUCED | 1,265 | 1,454 | -13.0% | 515,338 |
| V | ADDED | 1,435 | 1,354 | 5.98% | 492,221 |
| MCD | REDUCED | 1,705 | 1,780 | -4.21% | 460,879 |
| INTC | NEW | 3,046 | - | - | 425,360 |
| RKLB | ADDED | 4,161 | 4,070 | 2.24% | 422,967 |
| LMT | REDUCED | 827 | 833 | -0.72% | 421,517 |
| RTX | REDUCED | 2,218 | 2,229 | -0.49% | 420,758 |
| CAT | ADDED | 393 | 386 | 1.81% | 418,071 |
| PM | ADDED | 2,233 | 2,168 | 3.0% | 404,033 |
| ORCL | ADDED | 2,637 | 2,204 | 19.65% | 386,453 |
| COST | ADDED | 376 | 373 | 0.8% | 351,752 |
| BA | REDUCED | 1,605 | 1,791 | -10.39% | 347,363 |
| LRCX | NEW | 742 | - | - | 321,531 |
| UNH | NEW | 771 | - | - | 320,313 |
| MA | ADDED | 618 | 613 | 0.82% | 317,499 |
| SNDK | NEW | 137 | - | - | 311,502 |
| GS | ADDED | 288 | 280 | 2.86% | 291,613 |
| PG | REDUCED | 1,973 | 2,031 | -2.86% | 289,322 |
| MRK | REDUCED | 2,133 | 2,205 | -3.27% | 274,134 |
| KO | REDUCED | 3,264 | 3,269 | -0.15% | 265,239 |
| DUK | ADDED | 2,006 | 1,887 | 6.31% | 253,920 |
| TEL | REDUCED | 1,216 | 1,230 | -1.14% | 245,159 |
| SBUX | NEW | 2,363 | - | - | 241,503 |
| GEV | NEW | 205 | - | - | 240,847 |
| KLAC | NEW | 794 | - | - | 239,559 |
| NFLX | REDUCED | 3,300 | 3,452 | -4.4% | 235,606 |
| LIN | ADDED | 450 | 446 | 0.9% | 233,697 |
| WDC | NEW | 363 | - | - | 231,648 |
| PLD | ADDED | 1,696 | 1,655 | 2.48% | 229,782 |
| MRVL | NEW | 732 | - | - | 218,205 |
| CVX | REDUCED | 1,285 | 1,333 | -3.6% | 213,057 |
| MS | NEW | 1,018 | - | - | 212,808 |
| TRV | NEW | 630 | - | - | 207,976 |
| TMO | REDUCED | 413 | 418 | -1.2% | 207,063 |
| PANW | NEW | 606 | - | - | 206,732 |
| ADI | NEW | 520 | - | - | 206,399 |
| VERX | REDUCED | 16,785 | 18,453 | -9.04% | 192,692 |
| CMCSA | CLOSED OUT | 0 | 7,713 | -100.0% | 0 |
| NEE | CLOSED OUT | 0 | 2,249 | -100.0% | 0 |
| GILD | CLOSED OUT | 0 | 1,506 | -100.0% | 0 |
| PLTR | CLOSED OUT | 0 | 1,492 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 104,986,990 | 12.71 | 3567346.0 | |
| - | DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | 104,305,879 | 12.63 | 2351350.0 | |
| - | ISHARES TR | CORE US AGGBD ET | 464287226 | 98,435,601 | 11.92 | 994500.0 | |
| - | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 58,656,666 | 7.1 | 1134778.0 | |
| - | ISHARES TR | S&P 500 GRWT ETF | 464287309 | 37,857,200 | 4.58 | 275265.0 | |
| - | ISHARES TR | EAFE GRWTH ETF | 464288885 | 35,870,231 | 4.34 | 288300.0 | |
| - | ISHARES TR | MSCI USA VALUE | 46432F388 | 34,010,296 | 4.12 | 170213.0 | |
| - | ISHARES TR | CORE MSCI TOTAL | 46432F834 | 32,111,358 | 3.89 | 336456.0 | |
| - | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 31,116,920 | 3.77 | 844650.0 | |
| - | ISHARES TR | MBS ETF | 464288588 | 28,124,927 | 3.4 | 297555.0 | |
| - | SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 27,147,860 | 3.29 | 937426.0 | |
| - | ISHARES TR | MSCI USA QLT FCT | 46432F339 | 25,234,468 | 3.05 | 115000.0 | |
| - | ISHARES INC | CORE MSCI EMKT | 46434G103 | 22,903,948 | 2.77 | 276484.0 | |
| - | ISHARES TR | EAFE VALUE ETF | 464288877 | 18,472,604 | 2.24 | 241314.0 | |
| - | ISHARES TR | NATIONAL MUN ETF | 464288414 | 16,444,014 | 1.99 | 152797.0 | |
| - | SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 14,065,341 | 1.7 | 582657.0 | |
| - | ISHARES TR | RUSSELL 2000 ETF | 464287655 | 11,463,971 | 1.39 | 38156.0 | |
| AAPL | REDUCED | APPLE INC | COM | 037833100 | 10,548,553 | 1.28 | 36455.0 |
| - | PPG INDS INC | COM | 693506107 | 9,480,846 | 1.15 | 78167.0 | |
| - | SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 8,512,777 | 1.03 | 230886.0 | |
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 6,914,684 | 0.84 | 18686.0 | |
| - | ISHARES TR | SHRT NAT MUN ETF | 464288158 | 6,558,127 | 0.79 | 61596.0 | |
| - | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 5,822,097 | 0.7 | 70708.0 | |
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 5,062,078 | 0.61 | 6759.0 | |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 4,359,428 | 0.53 | 21787.0 |
| MSFT | ADDED | MICROSOFT CORP | COM | 594918104 | 2,777,994 | 0.34 | 7447.0 |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 2,500,201 | 0.3 | 3640.0 | |
| - | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 2,452,916 | 0.3 | 29289.0 | |
| AMZN | ADDED | AMAZON COM INC | COM | 023135106 | 2,116,620 | 0.26 | 8881.0 |
| - | VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 2,081,823 | 0.25 | 41159.0 | |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL A | 02079K305 | 1,848,866 | 0.22 | 5174.0 |
| HD | REDUCED | HOME DEPOT INC | COM | 437076102 | 1,841,672 | 0.22 | 5222.0 |
| - | TEXAS INSTRS INC | COM | 882508104 | 1,797,378 | 0.22 | 6030.0 | |
| NVR | UNCHANGED | NVR INC | COM | 62944T105 | 1,785,111 | 0.22 | 262.0 |
| - | VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 1,778,962 | 0.22 | 20809.0 | |
| - | ISHARES TR | CORE S&P TTL STK | 464287150 | 1,565,658 | 0.19 | 9531.0 | |
| AVGO | ADDED | BROADCOM INC | COM | 11135F101 | 1,472,587 | 0.18 | 3898.0 |
| - | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,404,994 | 0.17 | 19139.0 | |
| MRBK | ADDED | MERIDIAN CORP | COM | 58958P104 | 1,339,005 | 0.16 | 66850.0 |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL C | 02079K107 | 1,325,696 | 0.16 | 3752.0 |
| AMD | REDUCED | ADVANCED MICRO DEVICES INC | COM | 007903107 | 1,320,408 | 0.16 | 2273.0 |
| - | ISHARES TR | CORE UNIVRSL USD | 46434V613 | 1,236,405 | 0.15 | 26791.0 | |
| - | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 1,140,768 | 0.14 | 35975.0 | |
| META | ADDED | META PLATFORMS INC | CL A | 30303M102 | 1,045,786 | 0.13 | 1857.0 |
| MU | ADDED | MICRON TECHNOLOGY INC | COM | 595112103 | 964,603 | 0.12 | 836.0 |
| TSLA | ADDED | TESLA INC | COM | 88160R101 | 960,652 | 0.12 | 2284.0 |
| - | VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 955,465 | 0.12 | 3152.0 | |
| JPM | ADDED | JPMORGAN CHASE & CO | COM | 46625H100 | 928,308 | 0.11 | 2836.0 |
| - | SPDR GOLD TR | GOLD SHS | 78463V107 | 899,584 | 0.11 | 2442.0 | |
| JNJ | REDUCED | JOHNSON & JOHNSON | COM | 478160104 | 839,626 | 0.1 | 3306.0 |
| - | EXXON MOBIL CORP | COM | 30231G102 | 777,679 | 0.09 | 5688.0 | |
| - | VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 752,541 | 0.09 | 6296.0 | |
| - | BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 748,850 | 0.09 | 1.0 | |
| - | COMMUNITY FINANCIAL SYSTEM I | COM | 203607106 | 730,950 | 0.09 | 10890.0 | |
| LLY | ADDED | ELI LILLY & CO | COM | 532457108 | 727,656 | 0.09 | 607.0 |
| ABBV | ADDED | ABBVIE INC | COM | 00287Y109 | 706,439 | 0.09 | 2807.0 |
| - | FULTON FINL CORP PA | COM | 360271100 | 666,242 | 0.08 | 27542.0 | |
| - | VANGUARD INDEX FDS | VALUE ETF | 922908744 | 654,008 | 0.08 | 3001.0 | |
| - | VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 623,451 | 0.08 | 7738.0 | |
| - | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 615,229 | 0.07 | 2600.0 | |
| - | VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 590,412 | 0.07 | 2398.0 | |
| - | INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 581,546 | 0.07 | 790.0 | |
| WMT | ADDED | WALMART INC | COM | 931142103 | 537,872 | 0.07 | 4749.0 |
| - | ISHARES INC | ESG AWR MSCI EM | 46434G863 | 537,658 | 0.07 | 9831.0 | |
| CL | ADDED | COLGATE PALMOLIVE CO | COM | 194162103 | 534,832 | 0.06 | 5834.0 |
| - | APPLIED MATLS INC | COM | 038222105 | 517,428 | 0.06 | 716.0 | |
| SPGI | REDUCED | S&P GLOBAL INC | COM | 78409V104 | 515,338 | 0.06 | 1265.0 |
| - | CISCO SYS INC | COM | 17275R102 | 495,604 | 0.06 | 4219.0 | |
| V | ADDED | VISA INC | COM CL A | 92826C839 | 492,221 | 0.06 | 1435.0 |
| - | SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 478,773 | 0.06 | 13251.0 | |
| - | VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 469,849 | 0.06 | 8073.0 | |
| - | VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | 469,130 | 0.06 | 10022.0 | |
| - | VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 468,258 | 0.06 | 5436.0 | |
| - | STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 467,807 | 0.06 | 626.0 | |
| MCD | REDUCED | MCDONALDS CORP | COM | 580135101 | 460,879 | 0.06 | 1705.0 |
| - | ISHARES TR | RUS 1000 ETF | 464287622 | 455,037 | 0.06 | 1111.0 | |
| INTC | NEW | INTEL CORP | COM | 458140100 | 425,360 | 0.05 | 3046.0 |
| RKLB | ADDED | ROCKET LAB CORP | COM | 773121108 | 422,967 | 0.05 | 4161.0 |
| LMT | REDUCED | LOCKHEED MARTIN CORP | COM | 539830109 | 421,517 | 0.05 | 827.0 |
| RTX | REDUCED | RTX CORPORATION | COM | 75513E101 | 420,758 | 0.05 | 2218.0 |
| CAT | ADDED | CATERPILLAR INC | COM | 149123101 | 418,071 | 0.05 | 393.0 |
| - | LOWES COS INC | COM | 548661107 | 404,968 | 0.05 | 1837.0 | |
| PM | ADDED | PHILIP MORRIS INTL INC | COM | 718172109 | 404,033 | 0.05 | 2233.0 |
| ORCL | ADDED | ORACLE CORP | COM | 68389X105 | 386,453 | 0.05 | 2637.0 |
| - | ISHARES TR | RUSSELL 3000 ETF | 464287689 | 368,167 | 0.04 | 863.0 | |
| - | BANK OF AMER CORP | COM | 060505104 | 352,839 | 0.04 | 6192.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 351,975 | 0.04 | 4940.0 | |
| COST | ADDED | COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 351,752 | 0.04 | 376.0 |
| BA | REDUCED | BOEING CO | COM | 097023105 | 347,363 | 0.04 | 1605.0 |
| - | SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 343,865 | 0.04 | 1805.0 | |
| - | DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | 336,692 | 0.04 | 4109.0 | |
| LRCX | NEW | LAM RESEARCH CORP | COM NEW | 512807306 | 321,531 | 0.04 | 742.0 |
| UNH | NEW | UNITEDHEALTH GROUP INC | COM | 91324P102 | 320,313 | 0.04 | 771.0 |
| MA | ADDED | MASTERCARD INCORPORATED | CL A | 57636Q104 | 317,499 | 0.04 | 618.0 |
| - | PNC FINL SVCS GROUP INC | COM | 693475105 | 314,705 | 0.04 | 1278.0 | |
| SNDK | NEW | SANDISK CORP | COM | 80004C200 | 311,502 | 0.04 | 137.0 |
| - | SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 300,829 | 0.04 | 13006.0 | |
| GS | ADDED | GOLDMAN SACHS GROUP INC | COM | 38141G104 | 291,613 | 0.04 | 288.0 |
| PG | REDUCED | PROCTER & GAMBLE CO | COM | 742718109 | 289,322 | 0.04 | 1973.0 |
| MRK | REDUCED | MERCK & CO INC | COM | 58933Y105 | 274,134 | 0.03 | 2133.0 |
| - | GE AEROSPACE | COM NEW | 369604301 | 269,772 | 0.03 | 722.0 | |
| KO | REDUCED | COCA COLA CO | COM | 191216100 | 265,239 | 0.03 | 3264.0 |
| DUK | ADDED | DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 253,920 | 0.03 | 2006.0 |
| TEL | REDUCED | TE CONNECTIVITY PLC | ORD SHS | G87052109 | 245,159 | 0.03 | 1216.0 |
| SBUX | NEW | STARBUCKS CORP | COM | 855244109 | 241,503 | 0.03 | 2363.0 |
| GEV | NEW | GE VERNOVA INC | COM | 36828A101 | 240,847 | 0.03 | 205.0 |
| KLAC | NEW | KLA CORP | COM NEW | 482480100 | 239,559 | 0.03 | 794.0 |
| NFLX | REDUCED | NETFLIX INC. | COM | 64110L106 | 235,606 | 0.03 | 3300.0 |
| LIN | ADDED | LINDE PLC | SHS | G54950103 | 233,697 | 0.03 | 450.0 |
| WDC | NEW | WESTERN DIGITAL CORP | COM | 958102105 | 231,648 | 0.03 | 363.0 |
| - | PROVIDENT FINL SVCS INC | COM | 74386T105 | 231,129 | 0.03 | 9777.0 | |
| PLD | ADDED | PROLOGIS INC. | COM | 74340W103 | 229,782 | 0.03 | 1696.0 |
| - | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 229,144 | 0.03 | 1450.0 | |
| - | ISHARES GOLD TR | ISHARES NEW | 464285204 | 226,002 | 0.03 | 2993.0 | |
| - | ISHARES TR | RUS 1000 GRW ETF | 464287614 | 223,010 | 0.03 | 1796.0 | |
| - | PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | 222,728 | 0.03 | 2744.0 | |
| MRVL | NEW | MARVELL TECHNOLOGY INC | COM | 573874104 | 218,205 | 0.03 | 732.0 |
| CVX | REDUCED | CHEVRON CORPORATION | COM | 166764100 | 213,057 | 0.03 | 1285.0 |
| MS | NEW | MORGAN STANLEY | COM NEW | 617446448 | 212,808 | 0.03 | 1018.0 |
| TRV | NEW | TRAVELERS COMPANIES INC | COM | 89417E109 | 207,976 | 0.03 | 630.0 |
| TMO | REDUCED | THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 207,063 | 0.03 | 413.0 |
| PANW | NEW | PALO ALTO NETWORKS INC | COM | 697435105 | 206,732 | 0.03 | 606.0 |
| ADI | NEW | ANALOG DEVICES INC | COM | 032654105 | 206,399 | 0.02 | 520.0 |
| - | ISHARES TR | CORE MSCI EAFE | 46432F842 | 203,977 | 0.02 | 2112.0 | |
| VERX | REDUCED | VERTEX INC | CL A | 92538J106 | 192,692 | 0.02 | 16785.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | 826,109,523 | 125 | 1.287719 | 0.063533 | 1.974563 |
| 2026-03-31 | 2026-05-14 | 728,564,928 | 118 | 1.172006 | 0.058123 | 1.793513 |
| 2025-12-31 | 2026-02-13 | 725,577,396 | 113 | 1.187007 | 0.058748 | 1.859845 |
| 2025-09-30 | 2025-11-13 | 726,578,799 | 113 | 1.193581 | 0.059095 | 1.918898 |
| 2025-03-31 | 2025-05-13 | 626,564,240 | 103 | 1.088117 | 0.054014 | 1.677545 |
| 2024-12-31 | 2025-02-11 | 659,121,190 | 106 | 1.312234 | 0.065001 | 1.95928 |