Q1 2025 · 13F-HR
Meridian Wealth Partners, LLCholdings as filed
Filed 2025-05-13 · accession 0001951757-25-000551
$626.6M
Reported value
103
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $90.7M | 14.5% | 2,748,362 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $76.1M | 12.1% | 769,046 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $69.7M | 11.1% | 1,811,961 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $64.9M | 10.4% | 2,940,932 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $24.9M | 3.97% | 948,582 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $21.7M | 3.46% | 231,123 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $21.0M | 3.36% | 199,472 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $20.7M | 3.31% | 207,289 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $18.5M | 2.96% | 265,571 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $18.5M | 2.96% | 108,364 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $18.4M | 2.94% | 854,807 | Common | NONE |
| 46432F388 | VLUE | ISHARES TR | $18.0M | 2.87% | 168,703 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $15.3M | 2.44% | 164,919 | Common | NONE |
| 693506107 | PPG | PPG INDS INC | $14.1M | 2.25% | 129,112 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $13.0M | 2.08% | 240,951 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $10.9M | 1.74% | 447,392 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $9.8M | 1.57% | 166,753 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $8.8M | 1.40% | 39,465 | Common | NONE |
| 464288158 | SUB | ISHARES TR | $8.0M | 1.28% | 76,082 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $8.0M | 1.27% | 39,990 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $6.9M | 1.11% | 264,817 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $4.7M | 0.75% | 94,648 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $4.6M | 0.73% | 8,181 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $3.8M | 0.61% | 13,922 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $2.6M | 0.42% | 7,045 | Common | SHARED |
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $2.6M | 0.42% | 43,886 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $2.3M | 0.36% | 37,462 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $2.2M | 0.36% | 6,111 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.2M | 0.35% | 20,233 | Common | SHARED |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $1.8M | 0.29% | 65,819 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.8M | 0.28% | 3,423 | Common | NONE |
| 58958P104 | MRBK | MERIDIAN CORPORATION | $1.7M | 0.28% | 120,380 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $1.6M | 0.26% | 26,009 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.5M | 0.23% | 2,525 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $1.4M | 0.23% | 7,411 | Common | SHARED |
| 464287150 | ITOT | ISHARES TR | $1.4M | 0.22% | 11,480 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $1.3M | 0.22% | 18,371 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.2M | 0.19% | 6,780 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $1.2M | 0.19% | 25,454 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.1M | 0.18% | 7,358 | Common | SHARED |
| 922908751 | VB | VANGUARD INDEX FDS | $1.1M | 0.18% | 5,078 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $1.0M | 0.17% | 4,937 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $908,675 | 0.15% | 1,788 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $798,736 | 0.13% | 6,716 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $798,442 | 0.13% | 1 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $781,963 | 0.12% | 3,188 | Common | SHARED |
| 78463V107 | GLD | SPDR GOLD TR | $735,334 | 0.12% | 2,552 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $688,709 | 0.11% | 29,737 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $647,338 | 0.10% | 3,866 | Common | SHARED |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $629,576 | 0.10% | 8,770 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $623,227 | 0.10% | 3,657 | Common | SHARED |
| 203607106 | CBU | COMMUNITY FINANCIAL SYSTEM I | $621,718 | 0.10% | 10,934 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $600,549 | 0.10% | 3,844 | Common | SHARED |
| 88160R101 | TSLA | TESLA INC | $586,221 | 0.09% | 2,262 | Common | SHARED |
| 580135101 | MCD | MCDONALDS CORP | $552,896 | 0.09% | 1,770 | Common | NONE |
| 783859101 | STBA | S & T BANCORP INC | $528,186 | 0.08% | 14,256 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $515,919 | 0.08% | 625 | Common | SHARED |
| 922908652 | VXF | VANGUARD INDEX FDS | $504,033 | 0.08% | 2,926 | Common | NONE |
| 360271100 | FULT | FULTON FINL CORP PA | $498,941 | 0.08% | 27,581 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $496,977 | 0.08% | 2,562 | Common | NONE |
| 92826C839 | V | VISA INC | $494,734 | 0.08% | 1,412 | Common | SHARED |
| 922908629 | VO | VANGUARD INDEX FDS | $453,361 | 0.07% | 1,753 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $445,271 | 0.07% | 9,615 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $441,661 | 0.07% | 1,894 | Common | NONE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $439,941 | 0.07% | 7,496 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $434,149 | 0.07% | 12,422 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $429,168 | 0.07% | 3,235 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $428,177 | 0.07% | 3,830 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $427,537 | 0.07% | 2,578 | Common | SHARED |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $413,065 | 0.07% | 789 | Common | SHARED |
| 931142103 | WMT | WALMART INC | $413,053 | 0.07% | 4,705 | Common | SHARED |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $389,664 | 0.06% | 412 | Common | SHARED |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $388,056 | 0.06% | 16,562 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $376,522 | 0.06% | 3,087 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $356,378 | 0.06% | 650 | Common | SHARED |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $355,222 | 0.06% | 635 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $340,850 | 0.05% | 1,111 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $330,280 | 0.05% | 7,915 | Common | SHARED |
| 922908744 | VTV | VANGUARD INDEX FDS | $329,070 | 0.05% | 1,905 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $327,209 | 0.05% | 13,162 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $317,196 | 0.05% | 1,998 | Common | SHARED |
| 68389X105 | ORCL | ORACLE CORP | $316,671 | 0.05% | 2,265 | Common | SHARED |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $306,474 | 0.05% | 2,983 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $303,053 | 0.05% | 325 | Common | SHARED |
| 20030N101 | CMCSA | COMCAST CORP NEW | $285,169 | 0.05% | 7,728 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $277,419 | 0.04% | 908 | Common | SHARED |
| 75513E101 | RTX | RTX CORPORATION | $273,088 | 0.04% | 2,062 | Common | SHARED |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $271,919 | 0.04% | 4,496 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $271,441 | 0.04% | 732 | Common | NONE |
| 097023105 | BA | BOEING CO | $263,956 | 0.04% | 1,548 | Common | NONE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $255,420 | 0.04% | 4,300 | Common | NONE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $240,680 | 0.04% | 4,595 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $239,617 | 0.04% | 3,346 | Common | SHARED |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $233,107 | 0.04% | 4,586 | Common | NONE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC | $227,297 | 0.04% | 1,293 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $218,537 | 0.03% | 1,306 | Common | SHARED |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $213,969 | 0.03% | 430 | Common | SHARED |
| 58933Y105 | MRK | MERCK & CO INC | $213,121 | 0.03% | 2,374 | Common | SHARED |
| 464287689 | IWV | ISHARES TR | $206,603 | 0.03% | 650 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $205,890 | 0.03% | 889 | Common | SHARED |
| G54950103 | LIN | LINDE PLC | $204,106 | 0.03% | 438 | Common | SHARED |
| 646025106 | NJR | NEW JERSEY RES CORP | $203,257 | 0.03% | 4,143 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $201,628 | 0.03% | 3,267 | 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.