Meridian Wealth Partners, LLC — 13F Holdings

2026 Q3  ·  130 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Meridian Wealth Partners, LLC maintained a portfolio of 130 distinct positions. The most significant new addition was PALANTIR TECHNOLOGIES INC, now representing 0.04% of the total fund value. They heavily accumulated shares in ADVANCED MICRO DEVICES INC, increasing the position by 7.1%.
Position History hover any row below to update
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Meridian Wealth Partners, LLC Lutherville, MD RIA AUM $812M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
130
Quarter
2026 Q3
Top Holding
SCHX (13.1%)
Top 10 Concentration
69.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 130
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SCHX
SCHWAB STRATEGI...
ETF 13.07% 12.71% #1
Prev: #1
6.5
—
-29,329 -0.8%
P
S
3,538,017 $106,140,521 2019 Q4 13F Filing 2026-09-30 2026-11-09
DFAC
DIMENSIONAL ETF...
ETF 12.81% 12.63% #2
Prev: #2
6.0
—
-10,774 -0.5%
P
S
2,340,576 $104,038,600 2021 Q2 13F Filing 2026-09-30 2026-11-09
AGG
ISHARES TR
ETF 11.78% 11.92% #3
Prev: #3
5.5
—
17,076 1.7%
P
S
1,011,576 $95,634,443 2020 Q1 13F Filing 2026-09-30 2026-11-09
DFAU
DIMENSIONAL ETF...
ETF 7.26% 7.10% #4
Prev: #4
3.9
—
-8,501 -0.7%
P
S
1,126,277 $58,971,865 2021 Q1 13F Filing 2026-09-30 2026-11-09
IVW
ISHARES TR
Warrant 4.79% 4.58% #5
Prev: #5
2.9
—
-2,063 -0.7%
P
S
273,202 $38,865,724 2024 Q3 13F Filing 2026-09-30 2026-11-09
EFG
ISHARES TR
Warrant 4.26% 4.34% #6
Prev: #6
2.2
—
169 0.1%
P
S
288,469 $34,567,188 2021 Q1 13F Filing 2026-09-30 2026-11-09
VLUE
ISHARES TR
ETF 4.10% 4.12% #7
Prev: #7
2.1
—
-1,946 -1.1%
P
S
168,267 $33,316,917 2020 Q3 13F Filing 2026-09-30 2026-11-09
IXUS
ISHARES TR
ETF 4.09% 3.89% #8
Prev: #8
2.1
—
12,818 3.8%
P
S
349,274 $33,177,534 2019 Q4 13F Filing 2026-09-30 2026-11-09
DFAX
DIMENSIONAL ETF...
ETF 3.83% 3.77% #9
Prev: #9
2.0
—
-4,802 -0.6%
P
S
839,848 $31,091,190 2021 Q3 13F Filing 2026-09-30 2026-11-09
SCHB
SCHWAB STRATEGI...
ETF 3.43% 3.29% #10 1
Prev: #11
1.9
—
13,181 1.4%
P
S
950,607 $27,862,280 2019 Q4 13F Filing 2026-09-30 2026-11-09
MBB
ISHARES TR
ETF 3.32% 3.40% #11 1
Prev: #10
1.8
—
3,355 1.1%
P
S
300,910 $26,967,598 2019 Q4 13F Filing 2026-09-30 2026-11-09
QUAL
ISHARES TR
ETF 3.13% 3.05% #12
Prev: #12
1.8
—
-717 -0.6%
P
S
114,283 $25,398,282 2020 Q1 13F Filing 2026-09-30 2026-11-09
IEMG
ISHARES INC
ETF 2.75% 2.77% #13
Prev: #13
1.6
—
-1,454 -0.5%
P
S
275,030 $22,321,448 2020 Q4 13F Filing 2026-09-30 2026-11-09
EFV
ISHARES TR
ETF 2.33% 2.24% #14
Prev: #14
1.4
—
-1,923 -0.8%
P
S
239,391 $18,945,422 2024 Q3 13F Filing 2026-09-30 2026-11-09
MUB
ISHARES TR
ETF 1.76% 1.99% #15
Prev: #15
1.2
—
-11,656 -7.6%
P
S
141,141 $14,269,356 2019 Q4 13F Filing 2026-09-30 2026-11-09
SCHO
SCHWAB STRATEGI...
ETF 1.74% 1.70% #16
Prev: #16
1.2
—
7,939 1.4%
P
S
590,596 $14,091,630 2019 Q4 13F Filing 2026-09-30 2026-11-09
AAPL
APPLE INC
Technology 1.36% 1.28% #17 1
Prev: #18
1.0
—
-3,237 -8.9%
P
S
33,218 $11,062,122 2019 Q4 13F Filing 2026-09-30 2026-11-09
IWM
ISHARES TR
ETF 1.29% 1.39% #18 1
Prev: #17
1.0
—
-571 -1.5%
P
S
37,585 $10,444,496 2020 Q1 13F Filing 2026-09-30 2026-11-09
SCHM
SCHWAB STRATEGI...
ETF 0.96% 1.03% #19 1
Prev: #20
0.9
—
-1,484 -0.6%
P
S
229,402 $7,804,243 2019 Q4 13F Filing 2026-09-30 2026-11-09
PPG
PPG INDS INC
Basic Materials 0.90% 1.15% #20 1
Prev: #19
0.9
—
-7,789 -10.0%
P
S
70,378 $7,342,513 2019 Q4 13F Filing 2026-09-30 2026-11-09
VTI
VANGUARD INDEX ...
ETF 0.87% 0.84% #21
Prev: #21
0.8
—
129 0.7%
P
S
18,815 $7,041,443 2019 Q4 13F Filing 2026-09-30 2026-11-09
SUB
ISHARES TR
ETF 0.73% 0.79% #22
Prev: #22
0.8
—
-4,914 -8.0%
P
S
56,682 $5,925,537 2019 Q4 13F Filing 2026-09-30 2026-11-09
DFAS
DIMENSIONAL ETF...
ETF 0.71% 0.70% #23
Prev: #23
0.8
—
3,269 4.6%
P
S
73,977 $5,727,300 2021 Q3 13F Filing 2026-09-30 2026-11-09
NVDA
NVIDIA CORPORAT...
Technology 0.63% 0.53% #24 1
Prev: #25
0.8
—
781 3.6%
P
S
22,568 $5,154,050 2019 Q4 13F Filing 2026-09-30 2026-11-09
IVV
ISHARES TR
ETF 0.63% 0.61% #25 1
Prev: #24
0.8
—
-108 -1.6%
P
S
6,651 $5,093,344 2019 Q4 13F Filing 2026-09-30 2026-11-09
MSFT
MICROSOFT CORP
Technology 0.47% 0.34% #26
Prev: #26
0.7
—
43 0.6%
P
S
7,490 $3,841,778 2019 Q4 13F Filing 2026-09-30 2026-11-09
VOO
VANGUARD INDEX ...
ETF 0.30% 0.30% #27
Prev: #27
0.6
—
-153 -4.2%
P
S
3,487 $2,443,945 2019 Q4 13F Filing 2026-09-30 2026-11-09
VEU
VANGUARD INTL E...
ETF 0.29% 0.30% #28
Prev: #28
0.6
—
-614 -2.1%
P
S
28,675 $2,379,163 2019 Q4 13F Filing 2026-09-30 2026-11-09
AMZN
AMAZON COM INC
Consumer Cyclical 0.29% 0.26% #29
Prev: #29
0.6
—
427 4.8%
P
S
9,308 $2,319,100 2019 Q4 13F Filing 2026-09-30 2026-11-09
VTEB
VANGUARD MUN BD...
ETF 0.24% 0.25% #30
Prev: #30
1.1
—
no change no change
P
S
41,159 $1,949,291 2019 Q4 13F Filing 2026-09-30 2026-11-09
GOOGL
ALPHABET INC
Communication Services 0.23% 0.22% #31
Prev: #31
0.6
—
180 3.5%
P
S
5,354 $1,842,055 2019 Q4 13F Filing 2026-09-30 2026-11-09
VXUS
VANGUARD STAR F...
Bond/Debt 0.22% 0.22% #32 3
Prev: #35
0.6
—
14 0.1%
P
S
20,823 $1,769,128 2019 Q4 13F Filing 2026-09-30 2026-11-09
TXN
TEXAS INSTRS IN...
Technology 0.20% 0.22% #33
Prev: #33
0.6
—
-273 -4.5%
P
S
5,757 $1,612,493 2019 Q4 13F Filing 2026-09-30 2026-11-09
NVR
NVR INC
Consumer Cyclical 0.20% 0.22% #34
Prev: #34
1.1
—
no change no change
P
S
262 $1,612,451 2026 Q1 13F Filing 2026-09-30 2026-11-09
ITOT
ISHARES TR
ETF 0.20% 0.19% #35 1
Prev: #36
1.1
—
no change no change
P
S
9,531 $1,584,815 2020 Q1 13F Filing 2026-09-30 2026-11-09
AMD
ADVANCED MICRO ...
Technology 0.18% 0.16% #36 5
Prev: #41
2.1
—
162 7.1%
P
S
2,435 $1,489,635 2021 Q1 13F Filing 2026-09-30 2026-11-09
HD
HOME DEPOT INC
Consumer Cyclical 0.18% 0.22% #37 5
Prev: #32
0.6
—
-33 -0.6%
P
S
5,189 $1,476,317 2019 Q4 13F Filing 2026-09-30 2026-11-09
META
META PLATFORMS ...
Communication Services 0.17% 0.13% #38 6
Prev: #44
0.6
—
27 1.5%
P
S
1,884 $1,365,925 2019 Q4 13F Filing 2026-09-30 2026-11-09
BND
VANGUARD BD IND...
ETF 0.17% 0.17% #39 1
Prev: #38
0.6
—
317 1.7%
P
S
19,456 $1,364,839 2019 Q4 13F Filing 2026-09-30 2026-11-09
GOOG
ALPHABET INC
Communication Services 0.16% 0.16% #40
Prev: #40
0.6
—
127 3.4%
P
S
3,879 $1,321,608 2019 Q4 13F Filing 2026-09-30 2026-11-09
MRBK
MERIDIAN CORP
Financial Services 0.15% 0.16% #41 2
Prev: #39
0.6
—
10 0.0%
P
S
66,860 $1,258,301 2019 Q4 13F Filing 2026-09-30 2026-11-09
AVGO
BROADCOM INC
Technology 0.15% 0.18% #42 5
Prev: #37
0.6
—
-466 -12.0%
P
S
3,432 $1,205,285 2020 Q3 13F Filing 2026-09-30 2026-11-09
SCHD
SCHWAB STRATEGI...
ETF 0.14% 0.14% #43
Prev: #43
0.6
—
-149 -0.4%
P
S
35,826 $1,165,420 2019 Q4 13F Filing 2026-09-30 2026-11-09
IUSB
ISHARES TR
ETF 0.13% 0.15% #44 2
Prev: #42
0.6
—
-2,274 -8.5%
P
S
24,517 $1,080,955 2022 Q1 13F Filing 2026-09-30 2026-11-09
GLD
SPDR GOLD TR
ETF 0.11% 0.11% #45 4
Prev: #49
1.0
—
no change no change
P
S
2,442 $930,012 2019 Q4 13F Filing 2026-09-30 2026-11-09
XOM
EXXONMOBIL HOLD...
Energy 0.11% 0.09% #46 5
Prev: #51
0.5
—
-197 -3.5%
P
S
5,491 $893,700 2019 Q4 13F Filing 2026-09-30 2026-11-09
VB
VANGUARD INDEX ...
ETF 0.11% 0.12% #47
Prev: #47
0.5
—
-116 -3.7%
P
S
3,036 $863,769 2019 Q4 13F Filing 2026-09-30 2026-11-09
MU
MICRON TECHNOLO...
Technology 0.10% 0.12% #48 3
Prev: #45
0.5
—
-43 -5.1%
P
S
793 $844,633 2021 Q1 13F Filing 2026-09-30 2026-11-09
JPM
JPMORGAN CHASE ...
Financial Services 0.10% 0.11% #49 1
Prev: #48
0.5
—
-503 -17.7%
P
S
2,333 $771,827 2019 Q4 13F Filing 2026-09-30 2026-11-09
BRK/A
BERKSHIRE HATHA...
Financial Services 0.09% 0.09% #50 3
Prev: #53
1.0
—
no change no change
P
S
1 $747,005 2025 Q1 13F Filing 2026-09-30 2026-11-09
Showing 1-50 of 130 holdings

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