Q4 2025 · 13F-HR
Meridian Wealth Partners, LLCholdings as filed
Filed 2026-02-13 · accession 0001951757-26-000430
$725.6M
Reported value
113
Positions
2025-12-31
Period end
The Brief · Meridian Wealth Partners, LLC · Q4 2025
AI · grounded in 13F
Meridian Wealth Partners, LLC reduced its position in VTI by 59.17%. The fund also trimmed holdings in VTEB by 55.7394% and META by 27.7424%. On the buy side, the fund increased its stake in IXUS by 9.1564% and AGG by 5.3483%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $98.5M | 13.6% | 2,487,016 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $91.6M | 12.6% | 3,405,743 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $90.4M | 12.5% | 905,119 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $50.5M | 6.95% | 1,078,128 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $32.0M | 4.41% | 259,483 | Common | NONE |
| 464288885 | EFG | ISHARES TR | $30.6M | 4.21% | 268,250 | Common | NONE |
| 25434V880 | DFAX | DIMENSIONAL ETF TRUST | $29.0M | 3.99% | 884,890 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $27.3M | 3.76% | 322,208 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $25.5M | 3.52% | 268,260 | Common | NONE |
| 46432F388 | VLUE | ISHARES TR | $25.1M | 3.46% | 183,699 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $23.5M | 3.24% | 895,438 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $22.0M | 3.03% | 110,775 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $18.9M | 2.61% | 281,328 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $18.5M | 2.55% | 172,905 | Common | NONE |
| 464288877 | EFV | ISHARES TR | $16.5M | 2.27% | 231,096 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $12.7M | 1.75% | 520,155 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $10.0M | 1.38% | 36,956 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $9.4M | 1.29% | 38,021 | Common | NONE |
| 693506107 | PPG | PPG INDS INC | $8.3M | 1.14% | 80,687 | Common | NONE |
| 464288158 | SUB | ISHARES TR | $7.5M | 1.04% | 70,474 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $7.3M | 1.00% | 242,388 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $4.8M | 0.66% | 6,987 | Common | NONE |
| 25434V500 | DFAS | DIMENSIONAL ETF TRUST | $4.6M | 0.63% | 65,703 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.6M | 0.49% | 19,037 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $3.3M | 0.46% | 6,868 | Common | SHARED |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $2.3M | 0.32% | 31,433 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $2.1M | 0.29% | 41,165 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $1.9M | 0.26% | 5,657 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $1.9M | 0.26% | 5,462 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.8M | 0.25% | 2,838 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.7M | 0.24% | 7,473 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $1.7M | 0.23% | 5,322 | Common | SHARED |
| 921909768 | VXUS | VANGUARD STAR FDS | $1.5M | 0.21% | 19,806 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $1.5M | 0.20% | 20,065 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $1.4M | 0.20% | 9,561 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.3M | 0.17% | 3,647 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $1.2M | 0.17% | 1,818 | Common | SHARED |
| 58958P104 | MRBK | MERIDIAN CORPORATION | $1.2M | 0.16% | 66,839 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.1M | 0.16% | 3,596 | Common | SHARED |
| 882508104 | TXN | TEXAS INSTRS INC | $1.0M | 0.14% | 5,971 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $995,491 | 0.14% | 21,390 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $974,644 | 0.13% | 35,532 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $967,790 | 0.13% | 2,442 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $926,227 | 0.13% | 1,772 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $916,232 | 0.13% | 2,843 | Common | SHARED |
| 88160R101 | TSLA | TESLA INC | $893,595 | 0.12% | 1,987 | Common | SHARED |
| 922908751 | VB | VANGUARD INDEX FDS | $866,687 | 0.12% | 3,360 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $754,800 | 0.10% | 1 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $663,104 | 0.09% | 5,510 | Common | NONE |
| 203607106 | CBU | COMMUNITY FINANCIAL SYSTEM I | $625,533 | 0.09% | 10,890 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $616,139 | 0.08% | 2,877 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $608,304 | 0.08% | 3,185 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $601,464 | 0.08% | 560 | Common | SHARED |
| 00287Y109 | ABBV | ABBVIE INC | $588,896 | 0.08% | 2,577 | Common | SHARED |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $570,510 | 0.08% | 2,596 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $545,385 | 0.08% | 2,608 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $545,245 | 0.08% | 1,784 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $543,002 | 0.07% | 1,871 | Common | NONE |
| 360271100 | FULT | FULTON FINL CORP PA | $531,963 | 0.07% | 27,520 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $516,548 | 0.07% | 2,496 | Common | SHARED |
| 931142103 | WMT | WALMART INC | $498,783 | 0.07% | 4,477 | Common | SHARED |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $490,044 | 0.07% | 8,344 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $487,467 | 0.07% | 10,354 | Common | NONE |
| 92826C839 | V | VISA INC | $477,551 | 0.07% | 1,362 | Common | SHARED |
| 92204A702 | VGT | VANGUARD WORLD FD | $461,164 | 0.06% | 612 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $454,863 | 0.06% | 10,298 | Common | NONE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $452,707 | 0.06% | 18,101 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $421,950 | 0.06% | 1,750 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $419,072 | 0.06% | 859 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $415,744 | 0.06% | 2,133 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $414,967 | 0.06% | 1,111 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $413,431 | 0.06% | 606 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $377,369 | 0.05% | 13,250 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $369,649 | 0.05% | 4,554 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $365,478 | 0.05% | 6,645 | Common | SHARED |
| 17275R102 | CSCO | CISCO SYS INC | $364,070 | 0.05% | 4,726 | Common | SHARED |
| 097023105 | BA | BOEING CO | $361,868 | 0.05% | 1,667 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $359,338 | 0.05% | 15,376 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $357,019 | 0.05% | 1,947 | Common | SHARED |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $343,775 | 0.05% | 602 | Common | SHARED |
| 464287689 | IWV | ISHARES TR | $334,018 | 0.05% | 863 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $314,849 | 0.04% | 5,040 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $305,730 | 0.04% | 498 | Common | NONE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $304,765 | 0.04% | 4,109 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $303,245 | 0.04% | 2,116 | Common | SHARED |
| 64110L106 | NFLX | NETFLIX INC | $300,575 | 0.04% | 3,206 | Common | SHARED |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $294,930 | 0.04% | 342 | Common | SHARED |
| G87052109 | TEL | TE CONNECTIVITY PLC | $284,389 | 0.04% | 1,250 | Common | SHARED |
| 773121108 | RKLB | ROCKET LAB CORP | $282,599 | 0.04% | 4,051 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $276,904 | 0.04% | 1,726 | Common | SHARED |
| 693475105 | PNC | PNC FINL SVCS GROUP INC | $265,953 | 0.04% | 1,274 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $259,848 | 0.04% | 1,805 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $257,707 | 0.04% | 781 | Common | SHARED |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $249,929 | 0.03% | 284 | Common | SHARED |
| 03831W108 | APP | APPLOVIN CORP | $249,314 | 0.03% | 370 | Common | SHARED |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $243,984 | 0.03% | 1,700 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $243,949 | 0.03% | 421 | Common | SHARED |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $233,063 | 0.03% | 2,501 | Common | SHARED |
| 20030N101 | CMCSA | COMCAST CORP NEW | $231,294 | 0.03% | 7,738 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $230,345 | 0.03% | 2,188 | Common | SHARED |
| 002824100 | ABT | ABBOTT LABS | $229,699 | 0.03% | 1,833 | Common | SHARED |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $227,699 | 0.03% | 1,281 | Common | SHARED |
| 191216100 | KO | COCA COLA CO | $226,346 | 0.03% | 3,238 | Common | SHARED |
| 369604301 | GE | GE AEROSPACE | $218,326 | 0.03% | 709 | Common | SHARED |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $217,660 | 0.03% | 1,857 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $215,931 | 0.03% | 584 | Common | SHARED |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $215,300 | 0.03% | 837 | Common | SHARED |
| 149123101 | CAT | CATERPILLAR INC | $214,020 | 0.03% | 374 | Common | SHARED |
| 617446448 | MS | MORGAN STANLEY | $213,600 | 0.03% | 1,203 | Common | SHARED |
| 464287614 | IWF | ISHARES TR | $212,512 | 0.03% | 449 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $204,408 | 0.03% | 1,601 | Common | NONE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $201,176 | 0.03% | 2,505 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $200,010 | 0.03% | 910 | 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.