Institutional Manager · CIK 0001781942

Meridian Wealth Partners, LLC

EXTON, PA · File #028-20002

Latest AUM

$725.6M

Positions

113

Top-10 Concentration

71.1%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	DIMENSIONAL ETF TRUST	25434V708	-163,908	-$6.5M	+$2.7M
ADD	ISHARES TR	464287226	+45,951	+$4.6M	-$317,924
REDUCE	ISHARES TR	464288414	-27,190	-$2.9M	+$124,059
REDUCE	VANGUARD INDEX FDS	922908769	-8,198	-$2.7M	+$98,462
REDUCE	VANGUARD MUN BD FDS	922907746	-51,841	-$2.6M	+$20,451
ADD	ISHARES TR	46432F834	+27,028	+$2.3M	+$608,070
REDUCE	DIMENSIONAL ETF TRUST	25434V880	-60,912	-$2.0M	+$1.3M
REDUCE	DIMENSIONAL ETF TRUST	25434V104	-33,330	-$1.6M	+$1.2M
ADD	ISHARES TR	464288588	+8,360	+$796,039	+$18,205
ADD	DIMENSIONAL ETF TRUST	25434V500	+10,142	+$706,593	+$67,229

Sector Allocation

Technology

2.7%$19.9M

Consumer Discretionary

0.7%$5.0M

Communication Services

0.4%$2.9M

0.4%$2.9M

0.4%$2.9M

0.1%$853,638

0.1%$725,129

0.1%$663,104

Filing History

Feb 13, 202613F HOLDINGS REPORTQ/E Dec 2025113 pos · $725.6M
Nov 13, 202513F HOLDINGS REPORTQ/E Sep 2025113 pos · $726.6M
Aug 13, 202513F HOLDINGS REPORTQ/E Jun 2025111 pos · $689.7M
May 13, 202513F HOLDINGS REPORTQ/E Mar 2025103 pos · $626.6M
Feb 11, 202513F HOLDINGS REPORTQ/E Dec 2024106 pos · $659.1M
Nov 8, 202413F HOLDINGS REPORTQ/E Sep 2024108 pos · $643.0M
Aug 12, 202413F HOLDINGS REPORTQ/E Jun 2024107 pos · $566.4M
May 10, 202413F HOLDINGS REPORTQ/E Mar 2024107 pos · $554.1M
Nov 3, 202313F HOLDINGS REPORTQ/E Dec 202395 pos · $480.2M

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%