13F HOLDINGS REPORT
Meridian Wealth Partners, LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001951757-25-000551
Total Value
$626.6M
Positions
103
Other Managers
3
Confidential Omitted
No
Holdings (103)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,748,362 | $90.7M | 14.47% |
| 2 | ISHARES TR | 464287226 | 769,046 | $76.1M | 12.14% |
| 3 | DIMENSIONAL ETF TRUST | 25434V104 | 1,811,961 | $69.7M | 11.12% |
| 4 | SCHWAB STRATEGIC TR | 808524201 | 2,940,932 | $64.9M | 10.36% |
| 5 | DIMENSIONAL ETF TRUST | 25434V880 | 948,582 | $24.9M | 3.97% |
| 6 | ISHARES TR | 464288588 | 231,123 | $21.7M | 3.46% |
| 7 | ISHARES TR | 464288414 | 199,472 | $21.0M | 3.36% |
| 8 | ISHARES TR | 464288885 | 207,289 | $20.7M | 3.31% |
| 9 | ISHARES TR | 46432F834 | 265,571 | $18.5M | 2.96% |
| 10 | ISHARES TR | 46432F339 | 108,364 | $18.5M | 2.96% |
| 11 | SCHWAB STRATEGIC TR | 808524102 | 854,807 | $18.4M | 2.94% |
| 12 | ISHARES TR | 46432F388 | 168,703 | $18.0M | 2.87% |
| 13 | ISHARES TR | 464287309 | 164,919 | $15.3M | 2.44% |
| 14 | PPG INDS INC | 693506107 | 129,112 | $14.1M | 2.25% |
| 15 | ISHARES INC | 46434G103 | 240,951 | $13.0M | 2.08% |
| 16 | SCHWAB STRATEGIC TR | 808524862 | 447,392 | $10.9M | 1.74% |
| 17 | ISHARES TR | 464288877 | 166,753 | $9.8M | 1.57% |
| 18 | APPLE INC | AAPL | 39,465 | $8.8M | 1.40% |
| 19 | ISHARES TR | 464288158 | 76,082 | $8.0M | 1.28% |
| 20 | ISHARES TR | 464287655 | 39,990 | $8.0M | 1.27% |
| 21 | SCHWAB STRATEGIC TR | 808524508 | 264,817 | $6.9M | 1.11% |
| 22 | VANGUARD MUN BD FDS | 922907746 | 94,648 | $4.7M | 0.75% |
| 23 | ISHARES TR | 464287200 | 8,181 | $4.6M | 0.73% |
| 24 | VANGUARD INDEX FDS | 922908769 | 13,922 | $3.8M | 0.61% |
| 25 | MICROSOFT CORP | MSFT | 7,045 | $2.6M | 0.42% |
| 26 | DIMENSIONAL ETF TRUST | 25434V500 | 43,886 | $2.6M | 0.42% |
| 27 | VANGUARD INTL EQUITY INDEX F | 922042775 | 37,462 | $2.3M | 0.36% |
| 28 | HOME DEPOT INC | HD | 6,111 | $2.2M | 0.36% |
| 29 | NVIDIA CORPORATION | NVDA | 20,233 | $2.2M | 0.35% |
| 30 | SCHWAB STRATEGIC TR | 808524797 | 65,819 | $1.8M | 0.29% |
| 31 | VANGUARD INDEX FDS | 922908363 | 3,423 | $1.8M | 0.28% |
| 32 | MERIDIAN CORPORATION | MRDN | 120,380 | $1.7M | 0.28% |
| 33 | VANGUARD STAR FDS | 921909768 | 26,009 | $1.6M | 0.26% |
| 34 | META PLATFORMS INC | META | 2,525 | $1.5M | 0.23% |
| 35 | AMAZON COM INC | AMZN | 7,411 | $1.4M | 0.23% |
| 36 | ISHARES TR | 464287150 | 11,480 | $1.4M | 0.22% |
| 37 | VANGUARD BD INDEX FDS | 921937835 | 18,371 | $1.3M | 0.22% |
| 38 | TEXAS INSTRS INC | 882508104 | 6,780 | $1.2M | 0.19% |
| 39 | ISHARES TR | 46434V613 | 25,454 | $1.2M | 0.19% |
| 40 | ALPHABET INC | GOOG | 7,358 | $1.1M | 0.18% |
| 41 | VANGUARD INDEX FDS | 922908751 | 5,078 | $1.1M | 0.18% |
| 42 | ABBVIE INC | ABBV | 4,937 | $1.0M | 0.17% |
| 43 | S&P GLOBAL INC | SPGI | 1,788 | $908,675 | 0.15% |
| 44 | EXXON MOBIL CORP | XOM | 6,716 | $798,736 | 0.13% |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $798,442 | 0.13% |
| 46 | JPMORGAN CHASE & CO. | VYLD | 3,188 | $781,963 | 0.12% |
| 47 | SPDR GOLD TR | GLD | 2,552 | $735,334 | 0.12% |
| 48 | SCHWAB STRATEGIC TR | 808524839 | 29,737 | $688,709 | 0.11% |
| 49 | BROADCOM INC | AVGO | 3,866 | $647,338 | 0.10% |
| 50 | WELLS FARGO CO NEW | 949746101 | 8,770 | $629,576 | 0.10% |
| 51 | PROCTER AND GAMBLE CO | 742718109 | 3,657 | $623,227 | 0.10% |
| 52 | COMMUNITY FINANCIAL SYSTEM I | CBU | 10,934 | $621,718 | 0.10% |
| 53 | ALPHABET INC | GOOG | 3,844 | $600,549 | 0.10% |
| 54 | TESLA INC | TSLA | 2,262 | $586,221 | 0.09% |
| 55 | MCDONALDS CORP | MCD | 1,770 | $552,896 | 0.09% |
| 56 | S & T BANCORP INC | STBA | 14,256 | $528,186 | 0.08% |
| 57 | ELI LILLY & CO | LLY | 625 | $515,919 | 0.08% |
| 58 | VANGUARD INDEX FDS | 922908652 | 2,926 | $504,033 | 0.08% |
| 59 | FULTON FINL CORP PA | 360271100 | 27,581 | $498,941 | 0.08% |
| 60 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,562 | $496,977 | 0.08% |
| 61 | VISA INC | V | 1,412 | $494,734 | 0.08% |
| 62 | VANGUARD INDEX FDS | 922908629 | 1,753 | $453,361 | 0.07% |
| 63 | VANGUARD SCOTTSDALE FDS | 92206C771 | 9,615 | $445,271 | 0.07% |
| 64 | LOWES COS INC | 548661107 | 1,894 | $441,661 | 0.07% |
| 65 | VANGUARD SCOTTSDALE FDS | 92206C102 | 7,496 | $439,941 | 0.07% |
| 66 | ISHARES INC | 46434G863 | 12,422 | $434,149 | 0.07% |
| 67 | ABBOTT LABS | ABLZF | 3,235 | $429,168 | 0.07% |
| 68 | PROLOGIS INC. | PLDGP | 3,830 | $428,177 | 0.07% |
| 69 | JOHNSON & JOHNSON | JNJ | 2,578 | $427,537 | 0.07% |
| 70 | UNITEDHEALTH GROUP INC | UNH | 789 | $413,065 | 0.07% |
| 71 | WALMART INC | WMT | 4,705 | $413,053 | 0.07% |
| 72 | COSTCO WHSL CORP NEW | 22160K105 | 412 | $389,664 | 0.06% |
| 73 | SCHWAB STRATEGIC TR | 808524607 | 16,562 | $388,056 | 0.06% |
| 74 | DUKE ENERGY CORP NEW | DUKB | 3,087 | $376,522 | 0.06% |
| 75 | MASTERCARD INCORPORATED | MA | 650 | $356,378 | 0.06% |
| 76 | SPDR S&P 500 ETF TR | SPY | 635 | $355,222 | 0.06% |
| 77 | ISHARES TR | 464287622 | 1,111 | $340,850 | 0.05% |
| 78 | BANK AMERICA CORP | 060505104 | 7,915 | $330,280 | 0.05% |
| 79 | VANGUARD INDEX FDS | 922908744 | 1,905 | $329,070 | 0.05% |
| 80 | SCHWAB STRATEGIC TR | 808524854 | 13,162 | $327,209 | 0.05% |
| 81 | PHILIP MORRIS INTL INC | 718172109 | 1,998 | $317,196 | 0.05% |
| 82 | ORACLE CORP | ORCL-PD | 2,265 | $316,671 | 0.05% |
| 83 | ADVANCED MICRO DEVICES INC | AMD | 2,983 | $306,474 | 0.05% |
| 84 | NETFLIX INC | NFLX | 325 | $303,053 | 0.05% |
| 85 | COMCAST CORP NEW | CCZ | 7,728 | $285,169 | 0.05% |
| 86 | AUTOMATIC DATA PROCESSING IN | ADP | 908 | $277,419 | 0.04% |
| 87 | RTX CORPORATION | RTX | 2,062 | $273,088 | 0.04% |
| 88 | DIMENSIONAL ETF TRUST | 25434V401 | 4,496 | $271,919 | 0.04% |
| 89 | VANGUARD INDEX FDS | 922908736 | 732 | $271,441 | 0.04% |
| 90 | BOEING CO | BA-PA | 1,548 | $263,956 | 0.04% |
| 91 | VANGUARD SCOTTSDALE FDS | 92206C706 | 4,300 | $255,420 | 0.04% |
| 92 | BLACKROCK ETF TRUST II | BLK | 4,595 | $240,680 | 0.04% |
| 93 | COCA COLA CO | KO | 3,346 | $239,617 | 0.04% |
| 94 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,586 | $233,107 | 0.04% |
| 95 | PNC FINL SVCS GROUP INC | 693475105 | 1,293 | $227,297 | 0.04% |
| 96 | CHEVRON CORP NEW | CVX | 1,306 | $218,537 | 0.03% |
| 97 | THERMO FISHER SCIENTIFIC INC | TMO | 430 | $213,969 | 0.03% |
| 98 | MERCK & CO INC | MRK | 2,374 | $213,121 | 0.03% |
| 99 | ISHARES TR | 464287689 | 650 | $206,603 | 0.03% |
| 100 | WASTE MGMT INC DEL | 94106L109 | 889 | $205,890 | 0.03% |
| 101 | LINDE PLC | LIN | 438 | $204,106 | 0.03% |
| 102 | NEW JERSEY RES CORP | NJR | 4,143 | $203,257 | 0.03% |
| 103 | CISCO SYS INC | CSCO | 3,267 | $201,628 | 0.03% |