Meridian Wealth Partners, LLC

CIK

1781942

Location

EXTON, PA

Portfolio Value

Micro $75,188,043

Diversification

Diversified

Reports for

Aperio Parametric SpiderRock

Filing Date

Global Rank

#6,419 / 8,517 ▲ 472

Top Industry

Semiconductors 16.2%

3Y Alpha vs SPY

+20.3%

Period ended 47 days ago

Filed Aug 12, 2026 · 4d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+182.1%

SPY

+76.6%

Annualised alpha

+20.4%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.0%

−0.7 pts

Top 5

40.4%

−1.3 pts

Top 10

53.6%

−2.0 pts

HHI

501

Diversified−37

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.2%	$27,239,609	20
Basic Materials	12.9%	$9,714,398	2
Unclassified	11.9%	$8,919,764	10
Consumer Cyclical	10.4%	$7,811,543	7
Financial Services	9.8%	$7,348,927	14
Communication Services	5.9%	$4,456,375	3
Healthcare	4.1%	$3,075,632	6
Industrials	3.4%	$2,541,727	7
Consumer Defensive	3.2%	$2,383,025	6
Energy	1.3%	$990,664	2
Utilities	0.6%	$476,622	2
Real Estate	0.3%	$229,757	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+690	21,787	$4,359,360
VXUS	Vanguard Total International Stock ETF	+618	20,809	$1,778,961
AMZN	Amazon Com Inc	+597	8,881	$2,116,697
ORCL	Oracle Corp	+433	2,637	$386,452
TSLA	Tesla, Inc.	+266	2,284	$960,650
MSFT	Microsoft Corp	+254	7,447	$2,777,879
PEG	Public Service Enterprise Group Inc	+233	2,744	$222,703
CL	Colgate Palmolive Co	+224	5,834	$534,861
GOOGL	Alphabet Inc.	+206	8,926	$3,174,726
MU	Micron Technology Inc	+135	836	$964,986
DUK	Duke Energy CORP	+119	2,006	$253,919
AVGO	Broadcom Inc.	+101	3,898	$1,472,469
RKLB	Rocket Lab Corp	+91	4,161	$422,965
V	Visa Inc.	+81	1,435	$492,334
WMT	Walmart Inc.	+74	4,749	$537,871
XOM	ExxonMobil Holdings Corp	+72	5,688	$777,663
META	Meta Platforms, Inc.	+71	1,857	$1,046,029
PM	Philip Morris International Inc.	+65	2,233	$403,972
PLD	Prologis, Inc.	+41	1,696	$229,757
LLY	ELI LILLY & Co	+31	607	$728,054
FULT	Fulton Financial Corp	+22	27,542	$666,240
TXN	Texas Instruments Inc	+19	6,030	$1,797,362
GE	General Electric Co	+14	722	$269,833
ABBV	AbbVie Inc.	+13	2,807	$706,353
MRBK	Meridian Corp	+11	66,850	$1,339,005
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VERX	Vertex, Inc.	−1,668	16,785	$192,691
AAPL	Apple Inc.	−1,036	36,455	$10,548,618
PPG	Ppg Industries Inc	−937	78,167	$9,480,875
AMD	Advanced Micro Devices Inc	−744	2,273	$1,320,408
CSCO	Cisco Systems, Inc.	−580	4,219	$495,563
VEU	Vanguard FTSE All-World Ex-US ETF	−317	29,289	$2,452,953
VXF	Vanguard Extended Market ETF	−210	2,398	$590,411
HD	Home Depot, Inc.	−208	5,222	$1,841,694
SPGI	S&P Global Inc.	−189	1,265	$515,183
BA	Boeing Co	−186	1,605	$347,434
NFLX	Netflix Inc	−152	3,300	$235,620
QQQ	Invesco Qqq Trust, Series 1	−130	790	$581,756
BAC	Bank Of America Corp /De/	−107	6,192	$352,820
VEA	Vanguard FTSE Developed Markets ETF	−100	4,940	$351,975
MCD	Mcdonalds Corp	−75	1,705	$460,878
MRK	Merck & Co., Inc.	−72	2,133	$274,090
PG	PROCTER & GAMBLE Co	−58	1,973	$289,320
CVX	Chevron Corp	−48	1,285	$213,001
VB	Vanguard Morningstar Small-Cap ETF	−45	3,152	$955,434
LOW	Lowes Companies Inc	−31	1,837	$405,040
TEL	TE Connectivity plc	−14	1,216	$245,157
RTX	RTX Corp	−11	2,218	$420,821
PNC	Pnc Financial Services Group, Inc.	−7	1,278	$314,669
AMAT	Applied Materials Inc /De	−6	716	$517,668
LMT	Lockheed Martin Corp	−6	827	$421,323
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	3,046	$425,312
LRCX	Lam Research Corp	742	$321,530
UNH	Unitedhealth Group Inc	771	$320,450
SNDK	Sandisk Corp	137	$311,501
SBUX	Starbucks Corp	2,363	$241,474
GEV	GE Vernova Inc.	205	$240,846
KLAC	Kla Corp	794	$239,557
WDC	Western Digital Corp	363	$231,855
MRVL	Marvell Technology, Inc.	732	$218,055
MS	Morgan Stanley	1,018	$212,802
TRV	Travelers Companies, Inc.	630	$207,975
PANW	Palo Alto Networks Inc	606	$206,658
ADI	Analog Devices Inc	520	$206,528
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CMCSA	Comcast Corp	7,713	$221,440
PLTR	Palantir Technologies Inc.	1,492	$218,249
WM	Waste Management Inc	916	$210,487
GILD	Gilead Sciences, Inc.	1,506	$209,891
NEE	Nextera Energy Inc	2,249	$208,887
CNTA	Centessa Pharmaceuticals plc	18,101	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 tracked positions · $75,188,043 total · filing declares 125 positions · $826,109,523 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	36,455	-1,036	$10,548,618	+10.9%	14.03%
PPG	Ppg Industries Inc Basic Materials	Reduced	78,167	-937	$9,480,875	+12.1%	12.61%
NVDA	Nvidia Corp Technology	Added	21,787	+690	$4,359,360	+18.5%	5.80%
GOOGL	Alphabet Inc. Communication Services	Added	8,926	+206	$3,174,726	+26.7%	4.22%
MSFT	Microsoft Corp Technology	Added	7,447	+254	$2,777,879	+4.3%	3.69%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	29,289	-317	$2,452,953	+10.3%	3.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,881	+597	$2,116,697	+22.7%	2.82%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,222	-208	$1,841,694	+3.1%	2.45%
TXN	Texas Instruments Inc Technology	Added	6,030	+19	$1,797,362	+54.0%	2.39%
NVR	Nvr Inc Consumer Cyclical	Held	262	0	$1,785,110	+3.4%	2.37%
VXUS	Vanguard Total International Stock ETF	Added	20,809	+618	$1,778,961	+14.3%	2.37%
AVGO	Broadcom Inc. Technology	Added	3,898	+101	$1,472,469	+25.3%	1.96%
MRBK	Meridian Corp Financial Services	Added	66,850	+11	$1,339,005	+5.7%	1.78%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,273	-744	$1,320,408	+115.1%	1.76%
META	Meta Platforms, Inc. Communication Services	Added	1,857	+71	$1,046,029	+2.4%	1.39%
MU	Micron Technology Inc Technology	Added	836	+135	$964,986	+307.5%	1.28%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,284	+266	$960,650	+28.1%	1.28%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	3,152	-45	$955,434	+14.1%	1.27%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,836	+8	$928,307	+11.6%	1.23%
GLD	Spdr Gold Trust	Held	2,442	0	$899,583	−14.4%	1.20%
JNJ	Johnson & Johnson Healthcare	Reduced	3,306	-5	$839,624	+3.7%	1.12%
XOM	ExxonMobil Holdings Corp Energy	Added	5,688	+72	$777,663	−18.4%	1.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1	0	$748,850	+4.3%	1.00%
CBU	Community Financial System, Inc. Financial Services	Held	10,890	0	$730,936	+14.4%	0.97%
LLY	ELI LILLY & Co Healthcare	Added	607	+31	$728,054	+37.4%	0.97%
ABBV	AbbVie Inc. Healthcare	Added	2,807	+13	$706,353	+16.2%	0.94%
FULT	Fulton Financial Corp Financial Services	Added	27,542	+22	$666,240	+19.0%	0.89%
VIG	Vanguard Dividend Appreciation ETF	Added	2,600	+2	$615,212	+10.1%	0.82%
VXF	Vanguard Extended Market ETF	Reduced	2,398	-210	$590,411	+10.0%	0.79%
QQQ	Invesco Qqq Trust, Series 1	Reduced	790	-130	$581,756	+9.6%	0.77%
WMT	Walmart Inc. Consumer Defensive	Added	4,749	+74	$537,871	−7.4%	0.72%
CL	Colgate Palmolive Co Consumer Defensive	Added	5,834	+224	$534,861	+11.9%	0.71%
AMAT	Applied Materials Inc /De Technology	Reduced	716	-6	$517,668	+109.8%	0.69%
SPGI	S&P Global Inc. Financial Services	Reduced	1,265	-189	$515,183	−16.7%	0.69%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,219	-580	$495,563	+33.1%	0.66%
V	Visa Inc. Financial Services	Added	1,435	+81	$492,334	+20.3%	0.65%
SPY	Spdr S&P 500 ETF Trust	Held	626	0	$467,478	+14.8%	0.62%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,705	-75	$460,878	−16.7%	0.61%
INTC	Intel Corp Technology	NEW	3,046	NEW	$425,312	NEW	0.57%
RKLB	Rocket Lab Corp Industrials	Added	4,161	+91	$422,965	+61.8%	0.56%
LMT	Lockheed Martin Corp Industrials	Reduced	827	-6	$421,323	−16.3%	0.56%
RTX	RTX Corp Industrials	Reduced	2,218	-11	$420,821	−2.1%	0.56%
CAT	Caterpillar Inc Industrials	Added	393	+7	$418,505	+53.0%	0.56%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,837	-31	$405,040	−8.2%	0.54%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,233	+65	$403,972	+12.7%	0.54%
ORCL	Oracle Corp Technology	Added	2,637	+433	$386,452	+19.2%	0.51%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,192	-107	$352,820	+14.9%	0.47%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	4,940	-100	$351,975	+9.0%	0.47%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	376	+3	$351,736	−5.4%	0.47%
BA	Boeing Co Industrials	Reduced	1,605	-186	$347,434	−2.5%	0.46%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.