2026 Q2 Portfolio Activity
In 2026 Q2, Meridian Wealth Partners, LLC maintained a portfolio of 132 distinct positions. The most significant new addition was INTEL CORP, now representing 0.05% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 216.8%.
Position History
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Total Positions
132
Quarter
2026 Q2
Top Holding
SCHX (12.7%)
Top 10 Concentration
68.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 132
Meridian Wealth Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
SCHWAB STRATEGI...
|
ETF | 12.71% | 12.32% |
#1
2
Prev: #3
|
6.5 |
—
|
66,906 | 1.9% |
P
S
|
3,567,346 | $104,986,990 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 12.63% | 12.70% |
#2
Prev: #2
|
6.0 |
—
|
-29,270 | -1.2% |
P
S
|
2,351,350 | $104,305,879 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AGG
ISHARES TR
|
ETF | 11.92% | 12.85% |
#3
2
Prev: #1
|
7.0 |
—
|
51,327 | 5.4% |
P
S
|
994,500 | $98,435,601 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 7.10% | 6.91% |
#4
Prev: #4
|
3.8 |
—
|
19,562 | 1.8% |
P
S
|
1,134,778 | $58,656,666 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IVW
ISHARES TR
|
Warrant | 4.58% | 4.23% |
#5
1
Prev: #6
|
2.8 |
—
|
2,723 | 1.0% |
P
S
|
275,265 | $37,857,200 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
EFG
ISHARES TR
|
Warrant | 4.34% | 4.26% |
#6
1
Prev: #5
|
2.2 |
—
|
9,594 | 3.4% |
P
S
|
288,300 | $35,870,231 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VLUE
ISHARES TR
|
ETF | 4.12% | 3.63% |
#7
3
Prev: #10
|
2.1 |
—
|
-16,021 | -8.6% |
P
S
|
170,213 | $34,010,296 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IXUS
ISHARES TR
|
ETF | 3.89% | 3.96% |
#8
Prev: #8
|
2.1 |
—
|
3,647 | 1.1% |
P
S
|
336,456 | $32,111,358 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 3.77% | 3.97% |
#9
2
Prev: #7
|
2.0 |
—
|
-7,819 | -0.9% |
P
S
|
844,650 | $31,116,920 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MBB
ISHARES TR
|
ETF | 3.40% | 3.65% |
#10
1
Prev: #9
|
3.4 |
—
|
17,221 | 6.1% |
P
S
|
297,555 | $28,124,927 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 3.29% | 3.17% |
#11
Prev: #11
|
1.8 |
—
|
16,141 | 1.8% |
P
S
|
937,426 | $27,147,860 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
QUAL
ISHARES TR
|
ETF | 3.05% | 2.99% |
#12
Prev: #12
|
1.7 |
—
|
1,594 | 1.4% |
P
S
|
115,000 | $25,234,468 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IEMG
ISHARES INC
|
ETF | 2.77% | 2.75% |
#13
Prev: #13
|
1.6 |
—
|
-10,456 | -3.6% |
P
S
|
276,484 | $22,903,948 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
EFV
ISHARES TR
|
ETF | 2.24% | 2.41% |
#14
1
Prev: #15
|
1.4 |
—
|
5,134 | 2.2% |
P
S
|
241,314 | $18,472,604 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MUB
ISHARES TR
|
ETF | 1.99% | 2.50% |
#15
1
Prev: #14
|
1.3 |
—
|
-18,821 | -11.0% |
P
S
|
152,797 | $16,444,014 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 1.70% | 1.81% |
#16
Prev: #16
|
2.7 |
—
|
40,004 | 7.4% |
P
S
|
582,657 | $14,065,341 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IWM
ISHARES TR
|
ETF | 1.39% | 1.29% |
#17
1
Prev: #18
|
1.1 |
—
|
140 | 0.4% |
P
S
|
38,156 | $11,463,971 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AAPL
APPLE INC
|
Technology | 1.28% | 1.31% |
#18
1
Prev: #17
|
1.0 |
—
|
-1,036 | -2.8% |
P
S
|
36,455 | $10,548,553 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PPG
PPG INDS INC
|
Basic Materials | 1.15% | 1.16% |
#19
Prev: #19
|
1.0 |
—
|
-937 | -1.2% |
P
S
|
78,167 | $9,480,846 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 1.03% | 0.99% |
#20
1
Prev: #21
|
0.9 |
—
|
-2,156 | -0.9% |
P
S
|
230,886 | $8,512,777 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.84% | 0.26% |
#21
8
Prev: #29
|
3.3 |
—
|
12,788 | 216.8% |
P
S
|
18,686 | $6,914,684 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SUB
ISHARES TR
|
ETF | 0.79% | 1.02% |
#22
2
Prev: #20
|
0.8 |
—
|
-8,113 | -11.6% |
P
S
|
61,596 | $6,558,127 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.70% | 0.68% |
#23
1
Prev: #22
|
0.8 |
—
|
718 | 1.0% |
P
S
|
70,708 | $5,822,097 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IVV
ISHARES TR
|
ETF | 0.61% | 0.61% |
#24
1
Prev: #23
|
0.7 |
—
|
-91 | -1.3% |
P
S
|
6,759 | $5,062,078 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.53% | 0.51% |
#25
1
Prev: #24
|
0.7 |
—
|
690 | 3.3% |
P
S
|
21,787 | $4,359,428 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.34% | 0.37% |
#26
1
Prev: #25
|
0.6 |
—
|
254 | 3.5% |
P
S
|
7,447 | $2,777,994 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.30% | 0.29% |
#27
Prev: #27
|
0.6 |
—
|
74 | 2.1% |
P
S
|
3,640 | $2,500,201 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.30% | 0.31% |
#28
2
Prev: #26
|
0.6 |
—
|
-317 | -1.1% |
P
S
|
29,289 | $2,452,916 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.26% | 0.24% |
#29
3
Prev: #32
|
2.1 |
—
|
597 | 7.2% |
P
S
|
8,881 | $2,116,620 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.25% | 0.28% |
#30
2
Prev: #28
|
0.6 |
—
|
-6 | -0.0% |
P
S
|
41,159 | $2,081,823 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.22% | 0.20% |
#31
4
Prev: #35
|
0.6 |
—
|
162 | 3.2% |
P
S
|
5,174 | $1,848,866 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.22% | 0.25% |
#32
2
Prev: #30
|
0.6 |
—
|
-208 | -3.8% |
P
S
|
5,222 | $1,841,672 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.22% | 0.16% |
#33
6
Prev: #39
|
0.6 |
—
|
19 | 0.3% |
P
S
|
6,030 | $1,797,378 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NVR
NVR INC
|
Consumer Cyclical | 0.22% | 0.24% |
#34
3
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
262 | $1,785,111 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.22% | 0.21% |
#35
2
Prev: #33
|
0.6 |
—
|
618 | 3.1% |
P
S
|
20,809 | $1,778,962 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ITOT
ISHARES TR
|
ETF | 0.19% | 0.19% |
#36
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
9,531 | $1,565,658 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.18% | 0.16% |
#37
1
Prev: #38
|
0.6 |
—
|
101 | 2.7% |
P
S
|
3,898 | $1,472,587 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.17% | 0.20% |
#38
4
Prev: #34
|
0.6 |
—
|
-742 | -3.7% |
P
S
|
19,139 | $1,404,994 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MRBK
MERIDIAN CORP
|
Financial Services | 0.16% | 0.17% |
#39
2
Prev: #37
|
0.6 |
—
|
11 | 0.0% |
P
S
|
66,850 | $1,339,005 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.16% | 0.15% |
#40
1
Prev: #41
|
0.6 |
—
|
44 | 1.2% |
P
S
|
3,752 | $1,325,696 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.16% | 0.08% |
#41
13
Prev: #54
|
0.1 |
—
|
-744 | -24.7% |
P
S
|
2,273 | $1,320,408 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IUSB
ISHARES TR
|
ETF | 0.15% | 0.13% |
#42
2
Prev: #44
|
2.6 |
—
|
5,734 | 27.2% |
P
S
|
26,791 | $1,236,405 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.14% | 0.15% |
#43
3
Prev: #40
|
0.6 |
—
|
9 | 0.0% |
P
S
|
35,975 | $1,140,768 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.13% | 0.14% |
#44
1
Prev: #43
|
0.6 |
—
|
71 | 4.0% |
P
S
|
1,857 | $1,045,786 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.12% | 0.03% |
#45
60
Prev: #105
|
2.0 |
—
|
135 | 19.3% |
P
S
|
836 | $964,603 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.12% | 0.10% |
#46
3
Prev: #49
|
2.0 |
—
|
266 | 13.2% |
P
S
|
2,284 | $960,652 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.12% | 0.11% |
#47
1
Prev: #46
|
0.5 |
—
|
-45 | -1.4% |
P
S
|
3,152 | $955,465 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.11% | 0.11% |
#48
1
Prev: #47
|
0.5 |
—
|
8 | 0.3% |
P
S
|
2,836 | $928,308 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.11% | 0.14% |
#49
7
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
2,442 | $899,584 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.10% | 0.11% |
#50
2
Prev: #48
|
0.5 |
—
|
-5 | -0.2% |
P
S
|
3,306 | $839,626 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-50 of 132 holdings