Meridian Wealth Partners, LLC

Registered adviser

CIK

1781942

Location

EXTON, PA

Portfolio Value

Small $826,109,265

Diversification

Highly concentrated

Reports for

Aperio Parametric SpiderRock

Filing Date

Global Rank

#2,838 / 8,827 ▲ 60

Top Industry

Semiconductors 16.2%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 287768

Roster of Nov 1, 2026

Regulatory AUM

$1,368,978,981

Main clients

Individuals and high net worth (68% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,368,978,981	Individuals and high net worth (68%)
Apr 2025 to Mar 2026	$1,255,735,728	Individuals and high net worth (70%)
Mar 2024 to Mar 2025	$1,118,721,297	Individuals and high net worth (70%)
May 2023 to Feb 2024	$905,574,005	Individuals and high net worth (68%)
Apr 2023	$905,574,005	Individuals and high net worth (68%)
Apr 2022 to Mar 2023	$984,864,510	Individuals and high net worth (68%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 94.3% of the book (60%+)

Turnover

Low turnover

11.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.0 quarters (12+), a floor since 49.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 86.2%; sector active share 79.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

45.7%

+0.5 pts

Top 5

91.6%

−0.1 pts

Top 10

94.3%

+0.1 pts

HHI

3,038

Highly concentrated+7

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.0%	$759,840,986	54
Technology	3.3%	$27,239,609	20
Basic Materials	1.2%	$9,714,398	2
Consumer Cyclical	0.9%	$7,811,543	7
Financial Services	0.9%	$7,348,927	14
Communication Services	0.5%	$4,456,375	4
Healthcare	0.4%	$3,075,632	6
Industrials	0.3%	$2,541,727	7
Consumer Defensive	0.3%	$2,383,025	6
Energy	0.1%	$990,664	2
Utilities	0.1%	$476,622	2
Real Estate	0.0%	$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
SCHX	Schwab U.S. Large-Cap ETF	+66,906	3,567,346	$104,986,992
AGG	iShares Core U.S. Aggregate Bond ETF	+51,327	994,500	$98,435,610
SCHO	Schwab Short-Term U.S. Treasury ETF	+40,004	582,657	$14,065,339
DFAU	Dimensional US Core Equity Market ETF	+19,562	1,134,778	$58,656,674
MBB	iShares MBS ETF	+17,221	297,555	$28,124,898
SCHB	Schwab U.S. Broad Market ETF	+16,141	937,426	$27,147,856
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+12,788	18,686	$6,914,567
EFG	iShares MSCI EAFE Growth ETF	+9,594	288,300	$35,870,286
VO	VANGUARD MID-CAP INDEX FUND	+5,867	7,738	$623,450
IUSB	iShares Core Universal USD Bond ETF	+5,734	26,791	$1,236,404
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+5,510	6,296	$752,497
EFV	iShares MSCI EAFE Value ETF	+5,134	241,314	$18,472,586
VUG	VANGUARD GROWTH INDEX FUND	+4,530	5,436	$468,257
IXUS	iShares Core MSCI Total International Stock ETF	+3,647	336,456	$32,111,360
IVW	iShares S&P 500 Growth ETF	+2,723	275,265	$37,857,195
QUAL	iShares MSCI USA Quality Factor ETF	+1,594	115,000	$25,234,450
DFAS	Dimensional U.S. Small Cap ETF	+718	70,708	$5,822,096
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	−29,270	2,351,350	$104,305,886
MUB	iShares National Muni Bond ETF	−18,821	152,797	$16,444,013
VLUE	iShares MSCI USA Value Factor ETF	−16,021	170,213	$34,010,259
IEMG	iShares Trust	−10,456	276,484	$22,903,934
SUB	iShares Short-Term National Muni Bond ETF	−8,113	61,596	$6,558,126
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−7,819	844,650	$31,116,906
SCHM	Schwab U.S. Mid-Cap ETF	−2,156	230,886	$8,512,766
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
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−742	19,139	$1,404,993
CSCO	Cisco Systems, Inc.	−580	4,219	$495,563
SCHZ	Schwab U.S. Aggregate Bond ETF	−501	13,006	$300,828
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−332	10,022	$469,129
VEU	Vanguard International Equity Index Funds	−317	29,289	$2,452,953
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−271	8,073	$469,848
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−250	1,450	$229,143
IEFA	iShares Core MSCI EAFE ETF	−250	2,112	$203,976
—		−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
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 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
IWF	iShares Russell 1000 Growth ETF	1,796	$223,009
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

7 positions

Ticker	Company	Shares	Value
CNTA	Centessa Pharmaceuticals plc	18,101	$718,972
AIRR	First Trust Exchange-Traded Fund VI	2,280	$252,578
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

125 tracked positions · $826,109,265 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 125 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SCHX	Schwab U.S. Large-Cap ETF	Added	3,567,346	+66,906	$104,986,992	+17.0%	26+	before history	12.71%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	2,351,350	-29,270	$104,305,886	+12.7%	21	unpriced	12.63%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	994,500	+51,327	$98,435,610	+5.1%	26+	before history	11.92%
DFAU	Dimensional US Core Equity Market ETF	Added	1,134,778	+19,562	$58,656,674	+16.6%	22	$28.96	7.10%
IVW	iShares S&P 500 Growth ETF	Added	275,265	+2,723	$37,857,195	+22.8%	8	unpriced	4.58%
EFG	iShares MSCI EAFE Growth ETF	Added	288,300	+9,594	$35,870,286	+15.6%	8	unpriced	4.34%
VLUE	iShares MSCI USA Value Factor ETF	Reduced	170,213	-16,021	$34,010,259	+28.4%	24	unpriced	4.12%
IXUS	iShares Core MSCI Total International Stock ETF	Added	336,456	+3,647	$32,111,360	+11.4%	26+	before history	3.89%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	844,650	-7,819	$31,116,906	+7.5%	20	unpriced	3.77%
MBB	iShares MBS ETF	Added	297,555	+17,221	$28,124,898	+5.7%	14	unpriced	3.40%
SCHB	Schwab U.S. Broad Market ETF	Added	937,426	+16,141	$27,147,856	+17.4%	26+	before history	3.29%
QUAL	iShares MSCI USA Quality Factor ETF	Added	115,000	+1,594	$25,234,450	+16.0%	26+	before history	3.05%
IEMG	iShares Trust	Reduced	276,484	-10,456	$22,903,934	—	14	unpriced	2.77%
EFV	iShares MSCI EAFE Value ETF	Added	241,314	+5,134	$18,472,586	+5.2%	8	unpriced	2.24%
MUB	iShares National Muni Bond ETF	Reduced	152,797	-18,821	$16,444,013	−9.7%	26+	before history	1.99%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	582,657	+40,004	$14,065,339	+6.8%	26+	before history	1.70%
IWM	iShares Russell 2000 ETF	Added	38,156	+140	$11,463,970	+21.6%	26+	before history	1.39%
AAPL	Apple Inc. Technology	Reduced	36,455	-1,036	$10,548,618	+10.9%	26+	before history	1.28%
PPG	Ppg Industries Inc Basic Materials	Reduced	78,167	-937	$9,480,875	+12.1%	7	$125.06	1.15%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	230,886	-2,156	$8,512,766	+18.0%	26+	before history	1.03%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	18,686	+12,788	$6,914,567	+265.4%	26+	before history	0.84%
SUB	iShares Short-Term National Muni Bond ETF	Reduced	61,596	-8,113	$6,558,126	−11.7%	26+	before history	0.79%
DFAS	Dimensional U.S. Small Cap ETF	Added	70,708	+718	$5,822,096	+16.9%	8	$64.95	0.70%
IVV	iShares Core S&P 500 ETF	Reduced	6,759	-91	$5,061,747	+13.1%	26+	before history	0.61%
NVDA	Nvidia Corp Technology	Added	21,787	+690	$4,359,360	+18.5%	14	$75.03	0.53%
MSFT	Microsoft Corp Technology	Added	7,447	+254	$2,777,879	+4.3%	26+	before history	0.34%
VOO	VANGUARD 500 INDEX FUND	Added	3,640	+74	$2,499,988	+17.3%	26+	before history	0.30%
VEU	Vanguard International Equity Index Funds	Reduced	29,289	-317	$2,452,953	+10.3%	26+	before history	0.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,881	+597	$2,116,697	+22.7%	26+	before history	0.26%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	41,159	-6	$2,081,822	+1.4%	26+	before history	0.25%
GOOGL	Alphabet Inc. Communication Services	Added	5,174	+162	$1,849,032	+28.3%	26+	before history	0.22%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,222	-208	$1,841,694	+3.1%	26+	before history	0.22%
TXN	Texas Instruments Inc Technology	Added	6,030	+19	$1,797,362	+54.0%	26+	before history	0.22%
NVR	Nvr Inc Consumer Cyclical	Held	262	0	$1,785,110	+3.4%	2	$7,288.33	0.22%
VXUS	Vanguard Total International Stock ETF	Added	20,809	+618	$1,778,961	+14.3%	26+	before history	0.22%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Held	9,531	0	$1,565,657	+15.3%	26+	before history	0.19%
AVGO	Broadcom Inc. Technology	Added	3,898	+101	$1,472,469	+25.3%	13	unpriced	0.18%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	19,139	-742	$1,404,993	−4.0%	26+	before history	0.17%
MRBK	Meridian Corp Financial Services	Added	66,850	+11	$1,339,005	+5.7%	26+	before history	0.16%
GOOG	Alphabet Inc. Communication Services	Added	3,752	+44	$1,325,694	+24.6%	26+	before history	0.16%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,273	-744	$1,320,408	+115.1%	12	$115.96	0.16%
IUSB	iShares Core Universal USD Bond ETF	Added	26,791	+5,734	$1,236,404	+27.1%	12	unpriced	0.15%
SCHD	Schwab U.S. Dividend Equity ETF	Added	35,975	+9	$1,140,767	+3.4%	26+	before history	0.14%
META	Meta Platforms, Inc. Communication Services	Added	1,857	+71	$1,046,029	+2.4%	26+	before history	0.13%
MU	Micron Technology Inc Technology	Added	836	+135	$964,986	+307.5%	2	$449.56	0.12%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,284	+266	$960,650	+28.1%	26+	before history	0.12%
VB	Vanguard Index Funds	Reduced	3,152	-45	$955,434	+14.1%	26+	before history	0.12%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,836	+8	$928,307	+11.6%	26+	before history	0.11%
GLD	Spdr Gold Trust	Held	2,442	0	$899,583	−14.4%	26+	before history	0.11%
JNJ	Johnson & Johnson Healthcare	Reduced	3,306	-5	$839,624	+3.7%	26+	before history	0.10%

Showing the top 50 of 125 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.