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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Meridian Wealth Partners, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001951757-26-000430

Total Value
$725.6M
Positions
113
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (113)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7082,487,016$98.5M13.57%
2SCHWAB STRATEGIC TR8085242013,405,743$91.6M12.63%
3ISHARES TR464287226905,119$90.4M12.46%
4DIMENSIONAL ETF TRUST25434V1041,078,128$50.5M6.95%
5ISHARES TR464287309259,483$32.0M4.41%
6ISHARES TR464288885268,250$30.6M4.21%
7DIMENSIONAL ETF TRUST25434V880884,890$29.0M3.99%
8ISHARES TR46432F834322,208$27.3M3.76%
9ISHARES TR464288588268,260$25.5M3.52%
10ISHARES TR46432F388183,699$25.1M3.46%
11SCHWAB STRATEGIC TR808524102895,438$23.5M3.24%
12ISHARES TR46432F339110,775$22.0M3.03%
13ISHARES INC46434G103281,328$18.9M2.61%
14ISHARES TR464288414172,905$18.5M2.55%
15ISHARES TR464288877231,096$16.5M2.27%
16SCHWAB STRATEGIC TR808524862520,155$12.7M1.75%
17APPLE INCAAPL36,956$10.0M1.38%
18ISHARES TR46428765538,021$9.4M1.29%
19PPG INDS INC69350610780,687$8.3M1.14%
20ISHARES TR46428815870,474$7.5M1.04%
21SCHWAB STRATEGIC TR808524508242,388$7.3M1.00%
22ISHARES TR4642872006,987$4.8M0.66%
23DIMENSIONAL ETF TRUST25434V50065,703$4.6M0.63%
24NVIDIA CORPORATIONNVDA19,037$3.6M0.49%
25MICROSOFT CORPMSFT6,868$3.3M0.46%
26VANGUARD INTL EQUITY INDEX F92204277531,433$2.3M0.32%
27VANGUARD MUN BD FDS92290774641,165$2.1M0.29%
28VANGUARD INDEX FDS9229087695,657$1.9M0.26%
29HOME DEPOT INCHD5,462$1.9M0.26%
30VANGUARD INDEX FDS9229083632,838$1.8M0.25%
31AMAZON COM INCAMZN7,473$1.7M0.24%
32ALPHABET INCGOOG5,322$1.7M0.23%
33VANGUARD STAR FDS92190976819,806$1.5M0.21%
34VANGUARD BD INDEX FDS92193783520,065$1.5M0.20%
35ISHARES TR4642871509,561$1.4M0.20%
36BROADCOM INCAVGO3,647$1.3M0.17%
37META PLATFORMS INCMETA1,818$1.2M0.17%
38MERIDIAN CORPORATIONMRDN66,839$1.2M0.16%
39ALPHABET INCGOOG3,596$1.1M0.16%
40TEXAS INSTRS INC8825081045,971$1.0M0.14%
41ISHARES TR46434V61321,390$995,4910.14%
42SCHWAB STRATEGIC TR80852479735,532$974,6440.13%
43SPDR GOLD TRGLD2,442$967,7900.13%
44S&P GLOBAL INCSPGI1,772$926,2270.13%
45JPMORGAN CHASE & CO.VYLD2,843$916,2320.13%
46TESLA INCTSLA1,987$893,5950.12%
47VANGUARD INDEX FDS9229087513,360$866,6870.12%
48BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.10%
49EXXON MOBIL CORPXOM5,510$663,1040.09%
50COMMUNITY FINANCIAL SYSTEM ICBU10,890$625,5330.09%
51ADVANCED MICRO DEVICES INCAMD2,877$616,1390.08%
52VANGUARD INDEX FDS9229087443,185$608,3040.08%
53ELI LILLY & COLLY560$601,4640.08%
54ABBVIE INCABBV2,577$588,8960.08%
55VANGUARD SPECIALIZED FUNDS9219088442,596$570,5100.08%
56VANGUARD INDEX FDS9229086522,608$545,3850.08%
57MCDONALDS CORPMCD1,784$545,2450.08%
58VANGUARD INDEX FDS9229086291,871$543,0020.07%
59FULTON FINL CORP PA36027110027,520$531,9630.07%
60JOHNSON & JOHNSONJNJ2,496$516,5480.07%
61WALMART INCWMT4,477$498,7830.07%
62VANGUARD SCOTTSDALE FDS92206C1028,344$490,0440.07%
63VANGUARD SCOTTSDALE FDS92206C77110,354$487,4670.07%
64VISA INCV1,362$477,5510.07%
65VANGUARD WORLD FD92204A702612$461,1640.06%
66ISHARES INC46434G86310,298$454,8630.06%
67CENTESSA PHARMACEUTICALS PLCCNTA18,101$452,7070.06%
68LOWES COS INC5486611071,750$421,9500.06%
69VANGUARD INDEX FDS922908736859$419,0720.06%
70ORACLE CORPORCL-PD2,133$415,7440.06%
71ISHARES TR4642876221,111$414,9670.06%
72SPDR S&P 500 ETF TRSPY606$413,4310.06%
73SCHWAB STRATEGIC TR80852460713,250$377,3690.05%
74ISHARES GOLD TRIAU4,554$369,6490.05%
75BANK AMERICA CORP0605051046,645$365,4780.05%
76CISCO SYS INCCSCO4,726$364,0700.05%
77BOEING COBA-PA1,667$361,8680.05%
78SCHWAB STRATEGIC TR80852483915,376$359,3380.05%
79RTX CORPORATIONRTX1,947$357,0190.05%
80MASTERCARD INCORPORATEDMA602$343,7750.05%
81ISHARES TR464287689863$334,0180.05%
82VANGUARD TAX-MANAGED FDS9219438585,040$314,8490.04%
83INVESCO QQQ TRIVZ498$305,7300.04%
84DIMENSIONAL ETF TRUST25434V4014,109$304,7650.04%
85PROCTER AND GAMBLE CO7427181092,116$303,2450.04%
86NETFLIX INCNFLX3,206$300,5750.04%
87COSTCO WHSL CORP NEW22160K105342$294,9300.04%
88TE CONNECTIVITY PLCTEL1,250$284,3890.04%
89ROCKET LAB CORPRKLB4,051$282,5990.04%
90PHILIP MORRIS INTL INC7181721091,726$276,9040.04%
91PNC FINL SVCS GROUP INC6934751051,274$265,9530.04%
92SELECT SECTOR SPDR TR81369Y8031,805$259,8480.04%
93UNITEDHEALTH GROUP INCUNH781$257,7070.04%
94GOLDMAN SACHS GROUP INCGSCE284$249,9290.03%
95APPLOVIN CORPAPP370$249,3140.03%
96VANGUARD WHITEHALL FDS9219464061,700$243,9840.03%
97THERMO FISHER SCIENTIFIC INCTMO421$243,9490.03%
98WELLS FARGO CO NEW9497461012,501$233,0630.03%
99COMCAST CORP NEWCCZ7,738$231,2940.03%
100MERCK & CO INCMRK2,188$230,3450.03%
101ABBOTT LABSABLZF1,833$229,6990.03%
102PALANTIR TECHNOLOGIES INCPLTR1,281$227,6990.03%
103COCA COLA COKO3,238$226,3460.03%
104GE AEROSPACE369604301709$218,3260.03%
105DUKE ENERGY CORP NEWDUKB1,857$217,6600.03%
106AMERICAN EXPRESS COAXP584$215,9310.03%
107AUTOMATIC DATA PROCESSING INADP837$215,3000.03%
108CATERPILLAR INCCAT374$214,0200.03%
109MORGAN STANLEYMS-PQ1,203$213,6000.03%
110ISHARES TR464287614449$212,5120.03%
111PROLOGIS INC.PLDGP1,601$204,4080.03%
112PUBLIC SVC ENTERPRISE GRP IN7445731062,505$201,1760.03%
113WASTE MGMT INC DEL94106L109910$200,0100.03%