Meridian Wealth Partners, LLC

CIK

1781942

Location

EXTON, PA

Portfolio Value

Micro $57,285,187

Diversification

Diversified

Filing Date

Global Rank

#6,671 / 8,605 ▲ 169 · as of Mar 2026

Top Industry

Consumer Electronics 17.3%

3Y Alpha vs SPY

+0.6%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.6%

SPY

+76.5%

Annualised alpha

+0.5%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.6%

−1.7 pts

Top 5

45.6%

−3.7 pts

Top 10

58.4%

−3.7 pts

HHI

641

Diversified−81

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.1%	$20,687,650	13
Basic Materials	15.1%	$8,675,743	2
Consumer Cyclical	12.2%	$6,982,483	6
Financial Services	9.9%	$5,649,822	11
Healthcare	5.8%	$3,346,354	7
Communication Services	5.3%	$3,016,423	4
Consumer Defensive	4.1%	$2,331,238	6
Unclassified	3.9%	$2,252,747	4
Industrials	3.9%	$2,236,128	7
Energy	2.1%	$1,228,607	2
Utilities	1.2%	$659,235	3
Real Estate	0.4%	$218,757	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+2,060	21,097	$3,679,316
JNJ	Johnson & Johnson	+815	3,311	$809,340
AMZN	Amazon Com Inc	+811	8,284	$1,725,308
AAPL	Apple Inc.	+535	37,491	$9,514,840
PM	Philip Morris International Inc.	+442	2,168	$358,457
QQQ	Invesco Qqq Trust, Series 1	+422	920	$531,005
MSFT	Microsoft Corp	+325	7,193	$2,662,632
RTX	RTX Corp	+282	2,229	$429,974
NFLX	Netflix Inc	+246	3,452	$331,909
ABBV	AbbVie Inc.	+217	2,794	$607,667
PLTR	Palantir Technologies Inc.	+211	1,492	$218,249
WMT	Walmart Inc.	+198	4,675	$581,009
AVGO	Broadcom Inc.	+150	3,797	$1,175,209
AMD	Advanced Micro Devices Inc	+140	3,017	$613,748
BA	Boeing Co	+124	1,791	$356,462
LOW	Lowes Companies Inc	+118	1,868	$441,371
XOM	Exxon Mobil Corp	+106	5,616	$952,810
CSCO	Cisco Systems, Inc.	+73	4,799	$372,354
ORCL	Oracle Corp	+71	2,204	$324,230
PLD	Prologis, Inc.	+54	1,655	$218,757
TXN	Texas Instruments Inc	+40	6,011	$1,166,975
COST	Costco Wholesale Corp /New	+31	373	$371,668
KO	Coca Cola Co	+31	3,269	$248,607
TSLA	Tesla, Inc.	+31	2,018	$750,191
DUK	Duke Energy CORP	+30	1,887	$247,083
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
PPG	Ppg Industries Inc	−1,583	79,104	$8,454,635
IAU	Ishares Gold Trust	−1,561	2,993	$263,862
BAC	Bank Of America Corp /De/	−346	6,299	$307,076
SPGI	S&P Global Inc.	−318	1,454	$618,444
GOOGL	Alphabet Inc.	−310	5,012	$1,441,250
PG	PROCTER & GAMBLE Co	−85	2,031	$293,357
META	Meta Platforms, Inc.	−32	1,786	$1,021,824
HD	Home Depot, Inc.	−32	5,430	$1,785,872
CMCSA	Comcast Corp	−25	7,713	$221,440
TEL	TE Connectivity plc	−20	1,230	$257,094
JPM	Jpmorgan Chase & Co	−15	2,828	$831,884
V	Visa Inc.	−8	1,354	$409,232
GS	Goldman Sachs Group Inc	−4	280	$236,877
MCD	Mcdonalds Corp	−4	1,780	$553,206
TMO	Thermo Fisher Scientific Inc.	−3	418	$205,459
GE	General Electric Co	−1	708	$200,909
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
NVR	Nvr Inc	262	$1,726,535
LMT	Lockheed Martin Corp	833	$503,456
CL	Colgate Palmolive Co	5,610	$478,140
CVX	Chevron Corp	1,333	$275,797
AMAT	Applied Materials Inc /De	722	$246,772
MU	Micron Technology Inc	701	$236,825
LIN	Linde PLC	446	$221,108
VERX	Vertex, Inc.	18,453	$219,406
GILD	Gilead Sciences, Inc.	1,506	$209,891
NEE	Nextera Energy Inc	2,249	$208,887
PFS	Provident Financial Services Inc	9,778	$206,902
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	781	$257,815
APP	AppLovin Corp	370	$249,313
WFC	Wells Fargo & Company/Mn	2,501	$233,093
ABT	Abbott Laboratories	1,833	$229,656
AXP	American Express Co	584	$216,050
ADP	Automatic Data Processing Inc	837	$215,301
MS	Morgan Stanley	1,203	$213,568
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $57,285,187 total · as of Mar 31, 2026

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

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	37,491	+535	$9,514,840	−5.3%	16.61%
PPG	Ppg Industries Inc Basic Materials	Reduced	79,104	-1,583	$8,454,635	+2.3%	14.76%
NVDA	Nvidia Corp Technology	Added	21,097	+2,060	$3,679,316	+3.6%	6.42%
MSFT	Microsoft Corp Technology	Added	7,193	+325	$2,662,632	−19.8%	4.65%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,430	-32	$1,785,872	−5.0%	3.12%
NVR	Nvr Inc Consumer Cyclical	NEW	262	NEW	$1,726,535	NEW	3.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,284	+811	$1,725,308	+0.0%	3.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,012	-310	$1,441,250	−13.5%	2.52%
MRBK	Meridian Corp Financial Services	Held	66,839	0	$1,267,267	+7.8%	2.21%
AVGO	Broadcom Inc. Technology	Added	3,797	+150	$1,175,209	−6.9%	2.05%
TXN	Texas Instruments Inc Technology	Added	6,011	+40	$1,166,975	+12.7%	2.04%
GLD	Spdr Gold Trust	Held	2,442	0	$1,050,768	+8.6%	1.83%
META	Meta Platforms, Inc. Communication Services	Reduced	1,786	-32	$1,021,824	−14.9%	1.78%
XOM	Exxon Mobil Corp Energy	Added	5,616	+106	$952,810	+43.7%	1.66%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,828	-15	$831,884	−9.2%	1.45%
JNJ	Johnson & Johnson Healthcare	Added	3,311	+815	$809,340	+56.7%	1.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,018	+31	$750,191	−16.0%	1.31%
CNTA	Centessa Pharmaceuticals plc Healthcare	Held	18,101	0	$718,971	+58.8%	1.26%
CBU	Community Financial System, Inc. Financial Services	Held	10,890	0	$638,698	+2.1%	1.11%
SPGI	S&P Global Inc. Financial Services	Reduced	1,454	-318	$618,444	−29.4%	1.08%
AMD	Advanced Micro Devices Inc Technology	Added	3,017	+140	$613,748	−0.4%	1.07%
ABBV	AbbVie Inc. Healthcare	Added	2,794	+217	$607,667	+3.2%	1.06%
WMT	Walmart Inc. Consumer Defensive	Added	4,675	+198	$581,009	+16.5%	1.01%
FULT	Fulton Financial Corp Financial Services	Held	27,520	0	$559,756	+5.2%	0.98%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,780	-4	$553,206	+1.5%	0.97%
QQQ	Invesco Qqq Trust, Series 1	Added	920	+422	$531,005	+73.6%	0.93%
LLY	ELI LILLY & Co Healthcare	Added	576	+16	$529,787	−12.0%	0.92%
LMT	Lockheed Martin Corp Industrials	NEW	833	NEW	$503,456	NEW	0.88%
CL	Colgate Palmolive Co Consumer Defensive	NEW	5,610	NEW	$478,140	NEW	0.83%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,868	+118	$441,371	+4.6%	0.77%
RTX	RTX Corp Industrials	Added	2,229	+282	$429,974	+20.4%	0.75%
V	Visa Inc. Financial Services	Reduced	1,354	-8	$409,232	−14.3%	0.71%
SPY	Spdr S&P 500 ETF Trust	Added	626	+20	$407,112	−1.5%	0.71%
CSCO	Cisco Systems, Inc. Technology	Added	4,799	+73	$372,354	+2.3%	0.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	373	+31	$371,668	+26.0%	0.65%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,168	+442	$358,457	+29.5%	0.63%
BA	Boeing Co Industrials	Added	1,791	+124	$356,462	−1.5%	0.62%
NFLX	Netflix Inc Communication Services	Added	3,452	+246	$331,909	+10.4%	0.58%
ORCL	Oracle Corp Technology	Added	2,204	+71	$324,230	−22.0%	0.57%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,299	-346	$307,076	−16.0%	0.54%
MA	Mastercard Inc Financial Services	Added	613	+11	$306,291	−10.9%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,031	-85	$293,357	−3.3%	0.51%
CVX	Chevron Corp Energy	NEW	1,333	NEW	$275,797	NEW	0.48%
CAT	Caterpillar Inc Industrials	Added	386	+12	$273,465	+27.6%	0.48%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,285	+11	$267,395	+0.6%	0.47%
MRK	Merck & Co., Inc. Healthcare	Added	2,205	+17	$265,239	+15.2%	0.46%
IAU	Ishares Gold Trust	Reduced	2,993	-1,561	$263,862	−28.6%	0.46%
RKLB	Rocket Lab Corp Industrials	Added	4,070	+19	$261,375	−7.5%	0.46%
TEL	TE Connectivity plc Technology	Reduced	1,230	-20	$257,094	−9.6%	0.45%
KO	Coca Cola Co Consumer Defensive	Added	3,269	+31	$248,607	+9.8%	0.43%