13F HOLDINGS REPORT
Meridian Wealth Partners, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001951757-25-001074
Total Value
$689.7M
Positions
111
Other Managers
0
Confidential Omitted
No
Holdings (111)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,702,281 | $96.8M | 14.04% |
| 2 | ISHARES TR | 464287226 | 824,036 | $81.7M | 11.85% |
| 3 | DIMENSIONAL ETF TRUST | 25434V104 | 1,824,109 | $77.3M | 11.20% |
| 4 | SCHWAB STRATEGIC TR | 808524201 | 2,949,522 | $72.1M | 10.45% |
| 5 | DIMENSIONAL ETF TRUST | 25434V880 | 950,768 | $27.9M | 4.05% |
| 6 | ISHARES TR | 464288885 | 210,816 | $23.6M | 3.42% |
| 7 | ISHARES TR | 464288588 | 247,604 | $23.2M | 3.37% |
| 8 | ISHARES TR | 464288414 | 208,214 | $21.8M | 3.15% |
| 9 | ISHARES TR | 46432F834 | 280,487 | $21.7M | 3.14% |
| 10 | SCHWAB STRATEGIC TR | 808524102 | 881,493 | $21.0M | 3.05% |
| 11 | ISHARES TR | 46432F388 | 175,147 | $19.8M | 2.87% |
| 12 | ISHARES TR | 46432F339 | 108,297 | $19.8M | 2.87% |
| 13 | ISHARES TR | 464287309 | 164,750 | $18.1M | 2.63% |
| 14 | ISHARES INC | 46434G103 | 244,076 | $14.7M | 2.12% |
| 15 | PPG INDS INC | 693506107 | 128,440 | $14.6M | 2.12% |
| 16 | SCHWAB STRATEGIC TR | 808524862 | 470,193 | $11.5M | 1.66% |
| 17 | ISHARES TR | 464288877 | 167,007 | $10.6M | 1.54% |
| 18 | ISHARES TR | 464287655 | 40,545 | $8.7M | 1.27% |
| 19 | ISHARES TR | 464288158 | 79,141 | $8.4M | 1.22% |
| 20 | APPLE INC | AAPL | 40,169 | $8.2M | 1.19% |
| 21 | SCHWAB STRATEGIC TR | 808524508 | 272,675 | $7.6M | 1.11% |
| 22 | ISHARES TR | 464287200 | 7,980 | $5.0M | 0.72% |
| 23 | VANGUARD MUN BD FDS | 922907746 | 93,081 | $4.6M | 0.66% |
| 24 | NVIDIA CORPORATION | NVDA | 27,726 | $4.4M | 0.64% |
| 25 | VANGUARD INDEX FDS | 922908769 | 13,855 | $4.2M | 0.61% |
| 26 | MICROSOFT CORP | MSFT | 7,817 | $3.9M | 0.56% |
| 27 | DIMENSIONAL ETF TRUST | 25434V500 | 47,885 | $3.1M | 0.44% |
| 28 | VANGUARD INTL EQUITY INDEX F | 922042775 | 35,954 | $2.4M | 0.35% |
| 29 | HOME DEPOT INC | HD | 6,143 | $2.3M | 0.33% |
| 30 | META PLATFORMS INC | META | 2,938 | $2.2M | 0.31% |
| 31 | VANGUARD INDEX FDS | 922908363 | 3,425 | $1.9M | 0.28% |
| 32 | AMAZON COM INC | AMZN | 8,772 | $1.9M | 0.28% |
| 33 | MERIDIAN CORPORATION | MRDN | 139,726 | $1.8M | 0.26% |
| 34 | SCHWAB STRATEGIC TR | 808524797 | 67,962 | $1.8M | 0.26% |
| 35 | VANGUARD STAR FDS | 921909768 | 25,821 | $1.8M | 0.26% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 5,417 | $1.6M | 0.23% |
| 37 | ALPHABET INC | GOOG | 8,097 | $1.4M | 0.21% |
| 38 | ISHARES TR | 464287150 | 10,483 | $1.4M | 0.21% |
| 39 | VANGUARD BD INDEX FDS | 921937835 | 18,995 | $1.4M | 0.20% |
| 40 | TEXAS INSTRS INC | 882508104 | 6,468 | $1.3M | 0.19% |
| 41 | ISHARES TR | 46434V613 | 25,502 | $1.2M | 0.17% |
| 42 | VANGUARD INDEX FDS | 922908751 | 4,858 | $1.2M | 0.17% |
| 43 | BROADCOM INC | AVGO | 3,878 | $1.1M | 0.15% |
| 44 | S&P GLOBAL INC | SPGI | 1,790 | $944,049 | 0.14% |
| 45 | ABBVIE INC | ABBV | 5,006 | $929,276 | 0.13% |
| 46 | ALPHABET INC | GOOG | 4,573 | $811,205 | 0.12% |
| 47 | SPDR GOLD TR | GLD | 2,552 | $777,927 | 0.11% |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $728,800 | 0.11% |
| 49 | WELLS FARGO CO NEW | 949746101 | 8,809 | $705,752 | 0.10% |
| 50 | SCHWAB STRATEGIC TR | 808524839 | 29,132 | $677,028 | 0.10% |
| 51 | EXXON MOBIL CORP | XOM | 6,238 | $672,505 | 0.10% |
| 52 | TESLA INC | TSLA | 1,994 | $633,415 | 0.09% |
| 53 | COMMUNITY FINANCIAL SYSTEM I | CBU | 10,934 | $621,828 | 0.09% |
| 54 | PROCTER AND GAMBLE CO | 742718109 | 3,656 | $582,475 | 0.08% |
| 55 | ADVANCED MICRO DEVICES INC | AMD | 3,850 | $546,316 | 0.08% |
| 56 | S & T BANCORP INC | STBA | 14,252 | $539,011 | 0.08% |
| 57 | VISA INC | V | 1,488 | $528,197 | 0.08% |
| 58 | MCDONALDS CORP | MCD | 1,797 | $525,031 | 0.08% |
| 59 | ELI LILLY & CO | LLY | 668 | $520,467 | 0.08% |
| 60 | VANGUARD INDEX FDS | 922908652 | 2,608 | $502,588 | 0.07% |
| 61 | CENTESSA PHARMACEUTICALS PLC | CNTA | 38,101 | $500,648 | 0.07% |
| 62 | ORACLE CORP | ORCL-PD | 2,285 | $499,571 | 0.07% |
| 63 | FULTON FINL CORP PA | 360271100 | 27,520 | $496,462 | 0.07% |
| 64 | VANGUARD INDEX FDS | 922908629 | 1,758 | $491,942 | 0.07% |
| 65 | ISHARES INC | 46434G863 | 12,441 | $487,314 | 0.07% |
| 66 | PALANTIR TECHNOLOGIES INC | PLTR | 3,497 | $476,712 | 0.07% |
| 67 | WALMART INC | WMT | 4,804 | $469,736 | 0.07% |
| 68 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,295 | $469,718 | 0.07% |
| 69 | ABBOTT LABS | ABLZF | 3,356 | $456,496 | 0.07% |
| 70 | NETFLIX INC | NFLX | 340 | $455,277 | 0.07% |
| 71 | VANGUARD SCOTTSDALE FDS | 92206C771 | 9,672 | $448,201 | 0.06% |
| 72 | VANGUARD SCOTTSDALE FDS | 92206C102 | 7,525 | $442,320 | 0.06% |
| 73 | SCHWAB STRATEGIC TR | 808524607 | 17,160 | $434,138 | 0.06% |
| 74 | JOHNSON & JOHNSON | JNJ | 2,650 | $404,788 | 0.06% |
| 75 | LOWES COS INC | 548661107 | 1,817 | $403,065 | 0.06% |
| 76 | PROLOGIS INC. | PLDGP | 3,779 | $397,268 | 0.06% |
| 77 | COSTCO WHSL CORP NEW | 22160K105 | 390 | $386,082 | 0.06% |
| 78 | BOEING CO | BA-PA | 1,803 | $377,714 | 0.05% |
| 79 | ISHARES TR | 464287622 | 1,111 | $377,331 | 0.05% |
| 80 | MASTERCARD INCORPORATED | MA | 669 | $376,041 | 0.05% |
| 81 | PHILIP MORRIS INTL INC | 718172109 | 2,060 | $375,250 | 0.05% |
| 82 | SPDR S&P 500 ETF TR | SPY | 606 | $374,486 | 0.05% |
| 83 | BANK AMERICA CORP | 060505104 | 7,825 | $370,271 | 0.05% |
| 84 | DUKE ENERGY CORP NEW | DUKB | 3,107 | $366,626 | 0.05% |
| 85 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,584 | $358,761 | 0.05% |
| 86 | VANGUARD INDEX FDS | 922908744 | 2,019 | $356,839 | 0.05% |
| 87 | VANGUARD TAX-MANAGED FDS | 921943858 | 5,851 | $333,566 | 0.05% |
| 88 | SCHWAB STRATEGIC TR | 808524854 | 13,200 | $330,409 | 0.05% |
| 89 | GE VERNOVA INC | GEV | 597 | $315,903 | 0.05% |
| 90 | VANGUARD INDEX FDS | 922908736 | 710 | $311,264 | 0.05% |
| 91 | COMCAST CORP NEW | CCZ | 8,647 | $308,618 | 0.04% |
| 92 | RTX CORPORATION | RTX | 2,112 | $308,346 | 0.04% |
| 93 | DIMENSIONAL ETF TRUST | 25434V401 | 4,496 | $301,322 | 0.04% |
| 94 | AUTOMATIC DATA PROCESSING IN | ADP | 924 | $284,959 | 0.04% |
| 95 | ISHARES GOLD TR | IAU | 4,499 | $280,558 | 0.04% |
| 96 | BLACKROCK ETF TRUST II | BLK | 5,033 | $265,934 | 0.04% |
| 97 | VANGUARD SCOTTSDALE FDS | 92206C706 | 4,325 | $258,679 | 0.04% |
| 98 | COCA COLA CO | KO | 3,475 | $245,834 | 0.04% |
| 99 | PNC FINL SVCS GROUP INC | 693475105 | 1,302 | $242,747 | 0.04% |
| 100 | CISCO SYS INC | CSCO | 3,419 | $237,234 | 0.03% |
| 101 | SERVICENOW INC | NOW | 229 | $235,106 | 0.03% |
| 102 | SELECT SECTOR SPDR TR | 81369Y803 | 903 | $228,635 | 0.03% |
| 103 | ISHARES TR | 464287689 | 650 | $228,301 | 0.03% |
| 104 | ISHARES TR | 464287721 | 1,310 | $226,984 | 0.03% |
| 105 | GOLDMAN SACHS GROUP INC | GSCE | 312 | $221,054 | 0.03% |
| 106 | TE CONNECTIVITY PLC | TEL | 1,275 | $215,055 | 0.03% |
| 107 | DISNEY WALT CO | 254687106 | 1,727 | $214,206 | 0.03% |
| 108 | LINDE PLC | LIN | 455 | $213,634 | 0.03% |
| 109 | VANGUARD WORLD FD | 92204A702 | 317 | $210,128 | 0.03% |
| 110 | WASTE MGMT INC DEL | 94106L109 | 900 | $206,016 | 0.03% |
| 111 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 2,414 | $203,236 | 0.03% |