13F HOLDINGS REPORT
Meridian Wealth Partners, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001951757-25-001412
Total Value
$726.6M
Positions
113
Other Managers
3
Confidential Omitted
No
Holdings (113)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,650,924 | $102.2M | 14.07% |
| 2 | SCHWAB STRATEGIC TR | 808524201 | 3,414,766 | $89.9M | 12.38% |
| 3 | ISHARES TR | 464287226 | 859,168 | $86.1M | 11.85% |
| 4 | DIMENSIONAL ETF TRUST | 25434V104 | 1,111,458 | $50.9M | 7.00% |
| 5 | ISHARES TR | 464287309 | 258,036 | $31.2M | 4.29% |
| 6 | ISHARES TR | 464288885 | 262,856 | $29.9M | 4.12% |
| 7 | DIMENSIONAL ETF TRUST | 25434V880 | 945,802 | $29.7M | 4.08% |
| 8 | ISHARES TR | 464288588 | 259,900 | $24.7M | 3.40% |
| 9 | ISHARES TR | 46432F834 | 295,180 | $24.4M | 3.35% |
| 10 | SCHWAB STRATEGIC TR | 808524102 | 897,719 | $23.1M | 3.18% |
| 11 | ISHARES TR | 46432F388 | 182,117 | $22.8M | 3.13% |
| 12 | ISHARES TR | 46432F339 | 113,099 | $22.0M | 3.03% |
| 13 | ISHARES TR | 464288414 | 200,095 | $21.3M | 2.93% |
| 14 | ISHARES INC | 46434G103 | 284,727 | $18.8M | 2.58% |
| 15 | ISHARES TR | 464288877 | 234,655 | $15.9M | 2.19% |
| 16 | SCHWAB STRATEGIC TR | 808524862 | 498,390 | $12.2M | 1.67% |
| 17 | APPLE INC | AAPL | 38,455 | $9.8M | 1.35% |
| 18 | ISHARES TR | 464287655 | 40,089 | $9.7M | 1.34% |
| 19 | PPG INDS INC | 693506107 | 82,403 | $8.7M | 1.19% |
| 20 | ISHARES TR | 464288158 | 75,349 | $8.0M | 1.11% |
| 21 | SCHWAB STRATEGIC TR | 808524508 | 265,513 | $7.9M | 1.08% |
| 22 | ISHARES TR | 464287200 | 7,239 | $4.8M | 0.67% |
| 23 | VANGUARD MUN BD FDS | 922907746 | 93,006 | $4.7M | 0.64% |
| 24 | VANGUARD INDEX FDS | 922908769 | 13,855 | $4.5M | 0.63% |
| 25 | DIMENSIONAL ETF TRUST | 25434V500 | 55,561 | $3.8M | 0.52% |
| 26 | MICROSOFT CORP | MSFT | 7,095 | $3.7M | 0.51% |
| 27 | NVIDIA CORPORATION | NVDA | 19,656 | $3.7M | 0.50% |
| 28 | VANGUARD INTL EQUITY INDEX F | 922042775 | 32,677 | $2.3M | 0.32% |
| 29 | HOME DEPOT INC | HD | 5,519 | $2.2M | 0.31% |
| 30 | VANGUARD INDEX FDS | 922908363 | 3,518 | $2.2M | 0.30% |
| 31 | META PLATFORMS INC | META | 2,516 | $1.8M | 0.25% |
| 32 | ALPHABET INC | GOOG | 7,201 | $1.8M | 0.24% |
| 33 | AMAZON COM INC | AMZN | 7,818 | $1.7M | 0.24% |
| 34 | VANGUARD BD INDEX FDS | 921937835 | 19,980 | $1.5M | 0.20% |
| 35 | VANGUARD STAR FDS | 921909768 | 19,762 | $1.5M | 0.20% |
| 36 | ISHARES TR | 464287150 | 9,918 | $1.4M | 0.20% |
| 37 | SCHWAB STRATEGIC TR | 808524797 | 49,338 | $1.3M | 0.19% |
| 38 | BROADCOM INC | AVGO | 3,663 | $1.2M | 0.17% |
| 39 | ISHARES TR | 46434V613 | 25,610 | $1.2M | 0.16% |
| 40 | TEXAS INSTRS INC | 882508104 | 6,245 | $1.1M | 0.16% |
| 41 | MERIDIAN CORPORATION | MRDN | 72,230 | $1.1M | 0.16% |
| 42 | JPMORGAN CHASE & CO. | VYLD | 2,969 | $936,498 | 0.13% |
| 43 | ALPHABET INC | GOOG | 3,767 | $917,454 | 0.13% |
| 44 | SPDR GOLD TR | GLD | 2,552 | $907,160 | 0.12% |
| 45 | TESLA INC | TSLA | 2,033 | $904,116 | 0.12% |
| 46 | VANGUARD INDEX FDS | 922908751 | 3,551 | $902,883 | 0.12% |
| 47 | S&P GLOBAL INC | SPGI | 1,773 | $863,121 | 0.12% |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,200 | 0.10% |
| 49 | EXXON MOBIL CORP | XOM | 6,132 | $691,366 | 0.10% |
| 50 | VANGUARD INDEX FDS | 922908744 | 3,437 | $640,967 | 0.09% |
| 51 | COMMUNITY FINANCIAL SYSTEM I | CBU | 10,927 | $640,771 | 0.09% |
| 52 | ORACLE CORP | ORCL-PD | 2,233 | $628,010 | 0.09% |
| 53 | ABBVIE INC | ABBV | 2,650 | $613,659 | 0.08% |
| 54 | VANGUARD INDEX FDS | 922908652 | 2,608 | $545,959 | 0.08% |
| 55 | MCDONALDS CORP | MCD | 1,788 | $543,356 | 0.07% |
| 56 | VANGUARD INDEX FDS | 922908629 | 1,763 | $517,864 | 0.07% |
| 57 | FULTON FINL CORP PA | 360271100 | 27,520 | $512,699 | 0.07% |
| 58 | ISHARES INC | 46434G863 | 11,410 | $495,423 | 0.07% |
| 59 | VANGUARD SCOTTSDALE FDS | 92206C771 | 10,305 | $483,923 | 0.07% |
| 60 | VANGUARD SCOTTSDALE FDS | 92206C102 | 8,182 | $481,511 | 0.07% |
| 61 | WALMART INC | WMT | 4,647 | $478,921 | 0.07% |
| 62 | VISA INC | V | 1,403 | $478,843 | 0.07% |
| 63 | SCHWAB STRATEGIC TR | 808524607 | 17,104 | $477,213 | 0.07% |
| 64 | ADVANCED MICRO DEVICES INC | AMD | 2,862 | $463,044 | 0.06% |
| 65 | JOHNSON & JOHNSON | JNJ | 2,486 | $460,955 | 0.06% |
| 66 | LOWES COS INC | 548661107 | 1,791 | $450,014 | 0.06% |
| 67 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,074 | $447,549 | 0.06% |
| 68 | ELI LILLY & CO | LLY | 576 | $439,234 | 0.06% |
| 69 | CENTESSA PHARMACEUTICALS PLC | CNTA | 18,101 | $438,950 | 0.06% |
| 70 | VANGUARD INDEX FDS | 922908736 | 859 | $411,985 | 0.06% |
| 71 | ISHARES TR | 464287622 | 1,111 | $406,122 | 0.06% |
| 72 | SPDR S&P 500 ETF TR | SPY | 606 | $403,834 | 0.06% |
| 73 | VANGUARD MALVERN FDS | 922020714 | 5,141 | $392,651 | 0.05% |
| 74 | PROCTER AND GAMBLE CO | 742718109 | 2,520 | $387,199 | 0.05% |
| 75 | SCHWAB STRATEGIC TR | 808524839 | 16,481 | $386,810 | 0.05% |
| 76 | NETFLIX INC | NFLX | 317 | $380,034 | 0.05% |
| 77 | MASTERCARD INCORPORATED | MA | 632 | $359,593 | 0.05% |
| 78 | VANGUARD WORLD FD | 92204A702 | 467 | $348,528 | 0.05% |
| 79 | VANGUARD TAX-MANAGED FDS | 921943858 | 5,799 | $347,477 | 0.05% |
| 80 | COSTCO WHSL CORP NEW | 22160K105 | 367 | $339,714 | 0.05% |
| 81 | RTX CORPORATION | RTX | 2,007 | $335,776 | 0.05% |
| 82 | SCHWAB STRATEGIC TR | 808524854 | 13,329 | $334,961 | 0.05% |
| 83 | ISHARES GOLD TR | IAU | 4,514 | $328,484 | 0.05% |
| 84 | DIMENSIONAL ETF TRUST | 25434V401 | 4,496 | $325,691 | 0.04% |
| 85 | BANK AMERICA CORP | 060505104 | 6,311 | $325,581 | 0.04% |
| 86 | PHILIP MORRIS INTL INC | 718172109 | 1,885 | $305,802 | 0.04% |
| 87 | INVESCO QQQ TR | IVZ | 498 | $298,755 | 0.04% |
| 88 | ABBOTT LABS | ABLZF | 2,198 | $294,446 | 0.04% |
| 89 | BOEING CO | BA-PA | 1,358 | $293,026 | 0.04% |
| 90 | BLACKROCK ETF TRUST II | BLK | 5,404 | $287,715 | 0.04% |
| 91 | UNITEDHEALTH GROUP INC | UNH | 817 | $281,997 | 0.04% |
| 92 | TE CONNECTIVITY PLC | TEL | 1,262 | $277,048 | 0.04% |
| 93 | APPLOVIN CORP | APP | 374 | $268,735 | 0.04% |
| 94 | AUTOMATIC DATA PROCESSING IN | ADP | 891 | $261,506 | 0.04% |
| 95 | PNC FINL SVCS GROUP INC | 693475105 | 1,279 | $257,019 | 0.04% |
| 96 | PALANTIR TECHNOLOGIES INC | PLTR | 1,402 | $255,754 | 0.04% |
| 97 | SELECT SECTOR SPDR TR | 81369Y803 | 903 | $254,485 | 0.04% |
| 98 | ISHARES TR | 464287689 | 650 | $246,474 | 0.03% |
| 99 | PROLOGIS INC. | PLDGP | 2,098 | $240,285 | 0.03% |
| 100 | VANGUARD SCOTTSDALE FDS | 92206C706 | 3,801 | $228,175 | 0.03% |
| 101 | COMCAST CORP NEW | CCZ | 7,247 | $227,706 | 0.03% |
| 102 | DUKE ENERGY CORP NEW | DUKB | 1,832 | $226,710 | 0.03% |
| 103 | VANGUARD WHITEHALL FDS | 921946406 | 1,600 | $225,520 | 0.03% |
| 104 | CISCO SYS INC | CSCO | 3,270 | $223,757 | 0.03% |
| 105 | GOLDMAN SACHS GROUP INC | GSCE | 279 | $222,448 | 0.03% |
| 106 | GE AEROSPACE | 369604301 | 736 | $221,331 | 0.03% |
| 107 | MERCK & CO INC | MRK | 2,597 | $217,995 | 0.03% |
| 108 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 2,559 | $213,600 | 0.03% |
| 109 | WELLS FARGO CO NEW | 949746101 | 2,544 | $213,211 | 0.03% |
| 110 | COCA COLA CO | KO | 3,163 | $209,749 | 0.03% |
| 111 | LINDE PLC | LIN | 439 | $208,684 | 0.03% |
| 112 | THERMO FISHER SCIENTIFIC INC | TMO | 424 | $205,649 | 0.03% |
| 113 | WASTE MGMT INC DEL | 94106L109 | 906 | $200,146 | 0.03% |