Meridian Wealth Partners, LLC Top Holdings and 13F Report (2025) About Meridian Wealth Partners, LLCInvestment ActivityMeridian Wealth Partners, LLC has $659.12 million in total holdings as of December 31, 2024.Meridian Wealth Partners, LLC owns shares of 106 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 15.34% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Meridian Wealth Partners, LLC has purchased 108 new stocks and bought additional shares in 65 stocks.Meridian Wealth Partners, LLC sold shares of 30 stocks and completely divested from 9 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $99,156,561Dimensional US Core Equity Market ETF $74,775,456iShares Core U.S. Aggregate Bond ETF $74,331,482Schwab US Large-Cap ETF $69,372,036Dimensional World ex U.S. Core Equity 2 ETF $24,915,246 Largest New Holdings this Quarter PPG Industries $15,558,095 HoldingMorgan Stanley $370,756 HoldingVanguard Intermediate-Term Treasury Index ETF $250,792 HoldingServiceNow $236,072 HoldingWalt Disney $230,850 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 1,999,111 shares (about $46.34M)PPG Industries 130,248 shares (about $15.56M)Schwab US Broad Market ETF 586,717 shares (about $13.32M)Schwab Short-Term U.S. Treasury ETF 234,553 shares (about $5.64M)Schwab U.S. Mid-Cap ETF 180,786 shares (about $5.01M) Largest Sales this Quarter Wells Fargo & Company 33,242 shares (about $2.33M)Dimensional U.S. Core Equity 2 ETF 28,952 shares (about $1.00M)Vanguard Tax-Exempt Bond ETF 5,279 shares (about $264.64K)NVIDIA 1,720 shares (about $230.98K)iShares Core S&P 500 ETF 335 shares (about $197.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$99,156,561$1,001,450 ▼-1.0%2,866,62515.0%ETFDFAUDimensional US Core Equity Market ETF$74,775,456$692,703 ▲0.9%1,846,76411.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$74,331,482$3,113,202 ▲4.4%767,09511.3%FinanceSCHXSchwab US Large-Cap ETF$69,372,036$46,339,392 ▲201.2%2,992,75410.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$24,915,246$74,058 ▼-0.3%1,002,2223.8%ETFMUBiShares National Muni Bond ETF$23,472,433$41,022 ▲0.2%220,2953.6%ETFMBBiShares MBS ETF$21,115,757$599,404 ▲2.9%230,3203.2%ETFEFGiShares MSCI EAFE Growth ETF$20,348,143$971,495 ▲5.0%210,1433.1%ETFSCHBSchwab US Broad Market ETF$19,917,901$13,318,469 ▲201.8%877,4413.0%ETFQUALiShares MSCI USA Quality Factor ETF$19,723,787$224,381 ▲1.2%110,7583.0%ETFVLUEiShares MSCI USA Value Factor ETF$17,651,570$546,216 ▲3.2%167,1392.7%ETFIXUSiShares Core MSCI Total International Stock ETF$17,508,380$785,016 ▲4.7%264,7172.7%ManufacturingIVWiShares S&P 500 Growth ETF$17,075,824$452,316 ▲2.7%168,1852.6%ETFPPGPPG Industries$15,558,095$15,558,095 ▲New Holding130,2482.4%Basic MaterialsIEMGiShares Core MSCI Emerging Markets ETF$12,659,617$386,481 ▲3.1%242,4281.9%ETFAAPLApple$11,158,242$2,210,463 ▲24.7%44,5581.7%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$10,805,674$5,643,341 ▲109.3%449,1141.6%ETFIWMiShares Russell 2000 ETF$9,279,437$63,416 ▼-0.7%41,9961.4%FinanceEFViShares MSCI EAFE Value ETF$8,890,654$295,143 ▲3.4%169,4431.3%ETFSUBiShares Short-Term National Muni Bond ETF$8,563,922$134,065 ▼-1.5%81,1901.3%ETFSCHMSchwab U.S. Mid-Cap ETF$7,552,505$5,009,584 ▲197.0%272,5551.1%ETFIVViShares Core S&P 500 ETF$5,136,736$197,205 ▼-3.7%8,7260.8%ETFVTEBVanguard Tax-Exempt Bond ETF$4,744,715$264,637 ▼-5.3%94,6480.7%ETFVTIVanguard Total Stock Market ETF$4,356,477$2,029 ▼0.0%15,0320.7%ETFMSFTMicrosoft$3,180,486$33,297 ▲1.1%7,5460.5%Computer and TechnologyNVDANVIDIA$3,061,052$230,982 ▼-7.0%22,7940.5%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$2,508,914$63,782 ▼-2.5%43,7020.4%ETFHDHome Depot$2,427,665$3,890 ▼-0.2%6,2410.4%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$2,401,518$184,111 ▲8.3%36,9010.4%ETFAMZNAmazon.com$1,989,137$163,440 ▲9.0%9,0670.3%Retail/WholesaleMRBKMeridian$1,971,964$1,947 ▼-0.1%143,8340.3%FinanceVOOVanguard S&P 500 ETF$1,949,479$2,155 ▲0.1%3,6180.3%ETFSCHDSchwab US Dividend Equity ETF$1,654,203$1,072,504 ▲184.4%60,5490.3%ETFGOOGLAlphabet$1,597,815$65,684 ▲4.3%8,4410.2%Computer and TechnologyMETAMeta Platforms$1,568,257$23,424 ▲1.5%2,6780.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,516,269$61,523 ▲4.2%25,7300.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,463,439$5,145 ▼-0.4%11,3780.2%ETFIUSBiShares Core Total USD Bond Market ETF$1,397,781$2,712 ▲0.2%30,9240.2%ManufacturingVBVanguard Small-Cap ETF$1,360,368$19,702 ▼-1.4%5,6620.2%ETFBNDVanguard Total Bond Market ETF$1,305,095$75,506 ▲6.1%18,1490.2%ETFTXNTexas Instruments$1,291,204$8,251 ▲0.6%6,8860.2%Computer and TechnologyABBVAbbVie$927,476$34,121 ▲3.8%5,2190.1%MedicalTSLATesla$913,084$9,692 ▲1.1%2,2610.1%Auto/Tires/TrucksSPGIS&P Global$913,077$1,993 ▲0.2%1,8330.1%Business ServicesAVGOBroadcom$893,585$86,483 ▼-8.8%3,8540.1%Computer and TechnologyJPMJPMorgan Chase & Co.$810,763$109,796 ▼-11.9%3,3820.1%FinanceXOMExxon Mobil$781,132$2,689 ▲0.3%7,2620.1%Oils/EnergyGOOGAlphabet$774,711$3,618 ▼-0.5%4,0680.1%Computer and TechnologyPGProcter & Gamble$765,155$116,852 ▲18.0%4,5640.1%Consumer StaplesVXFVanguard Extended Market ETF$741,302$49,395 ▼-6.2%3,9020.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$672,420$336,505 ▲100.2%29,6220.1%ETFWFCWells Fargo & Company$631,927$2,334,836 ▼-78.7%8,9970.1%FinanceGLDSPDR Gold Shares$617,916$121,307 ▲24.4%2,5520.1%FinanceVEAVanguard FTSE Developed Markets ETF$580,583$186,737 ▲47.4%12,1410.1%ETFVIGVanguard Dividend Appreciation ETF$568,078$85,574 ▼-13.1%2,9010.1%ETFSTBAS&T Bancorp$544,7120.0%14,2520.1%FinanceMCDMcDonald's$537,167$580 ▼-0.1%1,8530.1%Retail/WholesaleFULTFulton Financial$531,7630.0%27,5810.1%FinanceLLYEli Lilly and Company$518,527$4,630 ▲0.9%6720.1%MedicalVOVanguard Mid-Cap ETF$512,413$16,640 ▼-3.1%1,9400.1%ETFSCHASchwab US Small-Cap ETF$504,072$249,941 ▲98.4%19,4920.1%ETFWMTWalmart$495,300$50,958 ▼-9.3%5,4820.1%Retail/WholesaleVVisa$476,168$12,007 ▼-2.5%1,5070.1%Business ServicesESGEiShares ESG Aware MSCI EM ETF$474,840$27,847 ▼-5.5%14,2210.1%ManufacturingLOWLowe's Companies$461,929$247 ▲0.1%1,8720.1%Retail/WholesaleUNHUnitedHealth Group$442,460$3,034 ▲0.7%8750.1%MedicalVGSHVanguard Short-Term Treasury Index ETF$432,162$45,381 ▲11.7%7,4280.1%ETFVMBSVanguard Mortgage-Backed Securities ETF$430,232$45,521 ▲11.8%9,4890.1%ETFJNJJohnson & Johnson$422,147$34,275 ▲8.8%2,9190.1%MedicalPLDPrologis$413,202$106 ▼0.0%3,9090.1%FinanceMAMastercard$409,768$4,740 ▲1.2%7780.1%Business ServicesORCLOracle$401,104$2,166 ▲0.5%2,4070.1%Computer and TechnologyVTVVanguard Value ETF$387,190$105,305 ▲37.4%2,2870.1%ETFABTAbbott Laboratories$385,744$10,294 ▲2.7%3,4100.1%MedicalCOSTCostco Wholesale$373,839$1,833 ▲0.5%4080.1%Retail/WholesaleBACBank of America$371,357$5,054 ▲1.4%8,4500.1%FinanceMSMorgan Stanley$370,756$370,756 ▲New Holding2,9490.1%FinanceAMDAdvanced Micro Devices$363,458$94,337 ▼-20.6%3,0090.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$360,393$14,650 ▲4.2%6150.1%FinanceIWBiShares Russell 1000 ETF$357,9850.0%1,1110.1%ETFVUGVanguard Growth ETF$355,852$113,282 ▲46.7%8670.1%ETFDUKDuke Energy$341,644$5,926 ▲1.8%3,1710.1%UtilitiesCMCSAComcast$329,932$751 ▼-0.2%8,7910.1%Consumer DiscretionarySCHRSchwab Intermediate-Term U.S. Treasury ETF$319,537$150,599 ▲89.1%13,1550.0%ETFNFLXNetflix$314,619$3,565 ▲1.1%3530.0%Consumer DiscretionaryCVXChevron$312,034$14,921 ▲5.0%2,1540.0%Oils/EnergyMRKMerck & Co., Inc.$295,191$40,791 ▲16.0%2,9670.0%MedicalDFUSDimensional U.S. Equity ETF$286,6200.0%4,4960.0%ETFADPAutomatic Data Processing$285,995$1,464 ▲0.5%9770.0%Business ServicesCRMSalesforce$278,943$14,047 ▲5.3%8340.0%Computer and TechnologyKOCoca-Cola$265,519$39,034 ▲17.2%4,2650.0%Consumer StaplesPNCThe PNC Financial Services Group$258,833$1,543 ▲0.6%1,3420.0%FinanceRTXRTX$258,133$3,008 ▲1.2%2,2310.0%AerospaceBABoeing$255,884$21,412 ▲9.1%1,4460.0%AerospaceNJRNew Jersey Resources$254,430$187 ▲0.1%5,4540.0%UtilitiesVGITVanguard Intermediate-Term Treasury Index ETF$250,792$250,792 ▲New Holding4,3240.0%ETFNOWServiceNow$236,072$236,072 ▲New Holding2230.0%Computer and TechnologyDISWalt Disney$230,850$230,850 ▲New Holding2,0730.0%Consumer DiscretionaryTMOThermo Fisher Scientific$229,942$36,936 ▼-13.8%4420.0%MedicalIWViShares Russell 3000 ETF$227,434$334 ▼-0.1%6800.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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