Q4 2024 · 13F-HR
Meridian Wealth Partners, LLCholdings as filed
Filed 2025-02-11 · accession 0001951757-25-000237
$659.1M
Reported value
106
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $99.2M | 15.0% | 2,866,625 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $74.8M | 11.3% | 1,846,764 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $74.3M | 11.3% | 767,095 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $69.4M | 10.5% | 2,992,754 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $24.9M | 3.78% | 1,002,222 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $23.5M | 3.56% | 220,295 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $21.1M | 3.20% | 230,320 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $20.3M | 3.09% | 210,143 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $19.9M | 3.02% | 877,441 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $19.7M | 2.99% | 110,758 | Common | NONE |
| 46432F388 | VLUE | ISHARES TR | $17.7M | 2.68% | 167,139 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $17.5M | 2.66% | 264,717 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $17.1M | 2.59% | 168,185 | Common | NONE |
| 693506107 | PPG | PPG INDS INC | $15.6M | 2.36% | 130,248 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $12.7M | 1.92% | 242,428 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $11.2M | 1.69% | 44,558 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $10.8M | 1.64% | 449,114 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $9.3M | 1.41% | 41,996 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $8.9M | 1.35% | 169,443 | Common | NONE |
| 464288158 | SUB | ISHARES TR | $8.6M | 1.30% | 81,190 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $7.6M | 1.15% | 272,555 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $5.1M | 0.78% | 8,726 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $4.7M | 0.72% | 94,648 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $4.4M | 0.66% | 15,032 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $3.2M | 0.48% | 7,546 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.1M | 0.46% | 22,794 | Common | SHARED |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $2.5M | 0.38% | 43,702 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $2.4M | 0.37% | 6,241 | Common | NONE |
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $2.4M | 0.36% | 36,901 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.0M | 0.30% | 9,067 | Common | SHARED |
| 58958P104 | MRBK | MERIDIAN CORPORATION | $2.0M | 0.30% | 143,834 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.9M | 0.30% | 3,618 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $1.7M | 0.25% | 60,549 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.6M | 0.24% | 8,441 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.6M | 0.24% | 2,678 | Common | SHARED |
| 921909768 | VXUS | VANGUARD STAR FDS | $1.5M | 0.23% | 25,730 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $1.5M | 0.22% | 11,378 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $1.4M | 0.21% | 30,924 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $1.4M | 0.21% | 5,662 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $1.3M | 0.20% | 18,149 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.3M | 0.20% | 6,886 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $927,476 | 0.14% | 5,219 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $913,084 | 0.14% | 2,261 | Common | SHARED |
| 78409V104 | SPGI | S&P GLOBAL INC | $913,077 | 0.14% | 1,833 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $893,585 | 0.14% | 3,854 | Common | SHARED |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $810,763 | 0.12% | 3,382 | Common | SHARED |
| 30231G102 | XOM | EXXON MOBIL CORP | $781,132 | 0.12% | 7,262 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $774,711 | 0.12% | 4,068 | Common | SHARED |
| 742718109 | PG | PROCTER AND GAMBLE CO | $765,155 | 0.12% | 4,564 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $741,302 | 0.11% | 3,902 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $672,420 | 0.10% | 29,622 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $631,927 | 0.10% | 8,997 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $617,916 | 0.09% | 2,552 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $580,583 | 0.09% | 12,141 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $568,078 | 0.09% | 2,901 | Common | NONE |
| 783859101 | STBA | S & T BANCORP INC | $544,712 | 0.08% | 14,252 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $537,167 | 0.08% | 1,853 | Common | NONE |
| 360271100 | FULT | FULTON FINL CORP PA | $531,763 | 0.08% | 27,581 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $518,527 | 0.08% | 672 | Common | SHARED |
| 922908629 | VO | VANGUARD INDEX FDS | $512,413 | 0.08% | 1,940 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $504,072 | 0.08% | 19,492 | Common | NONE |
| 931142103 | WMT | WALMART INC | $495,300 | 0.08% | 5,482 | Common | SHARED |
| 92826C839 | V | VISA INC | $476,168 | 0.07% | 1,507 | Common | SHARED |
| 46434G863 | ESGE | ISHARES INC | $474,840 | 0.07% | 14,221 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $461,929 | 0.07% | 1,872 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $442,460 | 0.07% | 875 | Common | SHARED |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $432,162 | 0.07% | 7,428 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $430,232 | 0.07% | 9,489 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $422,147 | 0.06% | 2,919 | Common | SHARED |
| 74340W103 | PLD | PROLOGIS INC. | $413,202 | 0.06% | 3,909 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $409,768 | 0.06% | 778 | Common | SHARED |
| 68389X105 | ORCL | ORACLE CORP | $401,104 | 0.06% | 2,407 | Common | SHARED |
| 922908744 | VTV | VANGUARD INDEX FDS | $387,190 | 0.06% | 2,287 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $385,744 | 0.06% | 3,410 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $373,839 | 0.06% | 408 | Common | SHARED |
| 060505104 | BAC | BANK AMERICA CORP | $371,357 | 0.06% | 8,450 | Common | SHARED |
| 617446448 | MS | MORGAN STANLEY | $370,756 | 0.06% | 2,949 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $363,458 | 0.06% | 3,009 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $360,393 | 0.05% | 615 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $357,985 | 0.05% | 1,111 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $355,852 | 0.05% | 867 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $341,644 | 0.05% | 3,171 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $329,932 | 0.05% | 8,791 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $319,537 | 0.05% | 13,155 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $314,619 | 0.05% | 353 | Common | SHARED |
| 166764100 | CVX | CHEVRON CORP NEW | $312,034 | 0.05% | 2,154 | Common | SHARED |
| 58933Y105 | MRK | MERCK & CO INC | $295,191 | 0.04% | 2,967 | Common | SHARED |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $286,620 | 0.04% | 4,496 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $285,995 | 0.04% | 977 | Common | SHARED |
| 79466L302 | CRM | SALESFORCE INC | $278,943 | 0.04% | 834 | Common | SHARED |
| 191216100 | KO | COCA COLA CO | $265,519 | 0.04% | 4,265 | Common | SHARED |
| 693475105 | PNC | PNC FINL SVCS GROUP INC | $258,833 | 0.04% | 1,342 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $258,133 | 0.04% | 2,231 | Common | SHARED |
| 097023105 | BA | BOEING CO | $255,884 | 0.04% | 1,446 | Common | NONE |
| 646025106 | NJR | NEW JERSEY RES CORP | $254,430 | 0.04% | 5,454 | Common | NONE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $250,792 | 0.04% | 4,324 | Common | NONE |
| 81762P102 | NOW | SERVICENOW INC | $236,072 | 0.04% | 223 | Common | SHARED |
| 254687106 | DIS | DISNEY WALT CO | $230,850 | 0.04% | 2,073 | Common | SHARED |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $229,942 | 0.03% | 442 | Common | SHARED |
| 464287689 | IWV | ISHARES TR | $227,434 | 0.03% | 680 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $214,385 | 0.03% | 1,781 | Common | SHARED |
| 17275R102 | CSCO | CISCO SYS INC | $213,673 | 0.03% | 3,609 | Common | SHARED |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $210,169 | 0.03% | 904 | Common | NONE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $205,843 | 0.03% | 2,436 | Common | NONE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $203,660 | 0.03% | 3,915 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $200,011 | 0.03% | 1,315 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.