Institutional Manager · CIK 0001781942
Meridian Wealth Partners, LLC
BLUE BELL, PA · File #028-20002
Latest AUM
$725.6M
Positions
113
Top-10 Concentration
71.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025113 pos · $725.6M
- 13F HOLDINGS REPORTQ/E Sep 2025113 pos · $726.6M
- 13F HOLDINGS REPORTQ/E Jun 2025111 pos · $689.7M
- 13F HOLDINGS REPORTQ/E Mar 2025103 pos · $626.6M
- 13F HOLDINGS REPORTQ/E Dec 2024106 pos · $659.1M
- 13F HOLDINGS REPORTQ/E Sep 2024108 pos · $643.0M
- 13F HOLDINGS REPORTQ/E Jun 2024107 pos · $566.4M
- 13F HOLDINGS REPORTQ/E Mar 2024107 pos · $554.1M
- 13F HOLDINGS REPORTQ/E Dec 202395 pos · $480.2M
- 13F HOLDINGS REPORTQ/E Sep 202394 pos · $487.0M
- 13F HOLDINGS REPORTQ/E Jun 202394 pos · $459.3M
- 13F HOLDINGS REPORTQ/E Mar 2023128 pos · $432.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,487,016 | $98.5M | 14.00% |
| 2 | SCHWAB STRATEGIC TR | 808524201 | 3,405,743 | $91.6M | 13.03% |
| 3 | ISHARES TR | 464287226 | 905,119 | $90.4M | 12.85% |
| 4 | DIMENSIONAL ETF TRUST | 25434V104 | 1,078,128 | $50.5M | 7.17% |
| 5 | ISHARES TR | 464287309 | 259,483 | $32.0M | 4.55% |
| 6 | ISHARES TR | 464288885 | 268,250 | $30.6M | 4.34% |
| 7 | DIMENSIONAL ETF TRUST | 25434V880 | 884,890 | $29.0M | 4.12% |
| 8 | ISHARES TR | 46432F834 | 322,208 | $27.3M | 3.88% |
| 9 | ISHARES TR | 464288588 | 268,260 | $25.5M | 3.63% |
| 10 | ISHARES TR | 46432F388 | 183,699 | $25.1M | 3.57% |
| 11 | SCHWAB STRATEGIC TR | 808524102 | 895,438 | $23.5M | 3.34% |
| 12 | ISHARES TR | 46432F339 | 110,775 | $22.0M | 3.13% |
| 13 | ISHARES INC | 46434G103 | 281,328 | $18.9M | 2.69% |
| 14 | ISHARES TR | 464288414 | 172,905 | $18.5M | 2.63% |
| 15 | ISHARES TR | 464288877 | 231,096 | $16.5M | 2.35% |
| 16 | SCHWAB STRATEGIC TR | 808524862 | 520,155 | $12.7M | 1.80% |
| 17 | APPLE INC | AAPL | 36,956 | $10.0M | 1.43% |
| 18 | ISHARES TR | 464287655 | 38,021 | $9.4M | 1.33% |
| 19 | PPG INDS INC | 693506107 | 80,687 | $8.3M | 1.18% |
| 20 | ISHARES TR | 464288158 | 70,474 | $7.5M | 1.07% |