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MWP

Meridian Wealth Partners Portfolio holdings

AUM $729M
1-Year Est. Return 15.61%
This Fund
S&P 500
This Quarter Est. Return
-1.38%
1 Year Est. Return
+15.61%
3 Year Est. Return
+42.17%
5 Year Est. Return
+38.12%
10 Year Est. Return
–
AUM
$729M
AUM Growth
+$2.99M
Cap. Flow
+$15.3M
Cap. Flow %
2.1%
Top 10 Hldgs %
68.49%
Holding
126
New
13
Increased
58
Reduced
31
Closed
8

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.81M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.54M
3
NVR icon
NVR
NVR
+$1.91M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.57M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.29M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.13M
3
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$298K
4
UNH icon
UnitedHealth
UNH
+$258K
5
APP icon
Applovin
APP
+$249K

Sector Composition

Rank Sector Weight
1 Technology 2.84%
2 Materials 1.19%
3 Consumer Discretionary 0.96%
4 Financials 0.87%
5 Communication Services 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEU icon
26
Vanguard FTSE All-World ex-US ETF
VEU
$65.3B
$2.22M 0.31%
29,606
-1,827
-6% -$142K
VOO icon
27
Vanguard S&P 500 ETF
VOO
$973B
$2.13M 0.29%
3,566
+728
+26% +$455K
VTEB icon
28
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.5B
$2.05M 0.28%
41,165
– –
VTI icon
29
Vanguard Total Stock Market ETF
VTI
$657B
$1.89M 0.26%
5,898
+241
+4% +$80.9K
HD icon
30
Home Depot
HD
$332B
$1.79M 0.25%
5,430
-32
-0.6% -$11.7K
NVR icon
31
NVR
NVR
$17.4B
$1.73M 0.24%
+262
New +$1.91M
AMZN icon
32
Amazon
AMZN
$2.69T
$1.73M 0.24%
8,284
+811
+11% +$179K
VXUS icon
33
Vanguard Total International Stock ETF
VXUS
$152B
$1.56M 0.21%
20,191
+385
+2% +$30.6K
BND icon
34
Vanguard Total Bond Market
BND
$158B
$1.46M 0.2%
19,881
-184
-0.9% -$13.7K
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$4.3T
$1.44M 0.2%
5,012
-310
-6% -$97.4K
ITOT icon
36
iShares Core S&P Total US Stock Market ETF
ITOT
$93.6B
$1.36M 0.19%
9,531
-30
-0.3% -$4.46K
MRBK icon
37
Meridian
MRBK
$241M
$1.27M 0.17%
66,839
– –
AVGO icon
38
Broadcom
AVGO
$1.8T
$1.18M 0.16%
3,797
+150
+4% +$49.4K
TXN icon
39
Texas Instruments
TXN
$259B
$1.17M 0.16%
6,011
+40
+0.7% +$8.1K
SCHD icon
40
Schwab US Dividend Equity ETF
SCHD
$100B
$1.1M 0.15%
35,966
+434
+1% +$13.2K
GOOG icon
41
Alphabet (Google) Class C
GOOG
$4.29T
$1.06M 0.15%
3,708
+112
+3% +$35.2K
GLD icon
42
SPDR Gold Trust
GLD
$129B
$1.05M 0.14%
2,442
– –
META icon
43
Meta Platforms (Facebook)
META
$1.64T
$1.02M 0.14%
1,786
-32
-2% -$20.5K
IUSB icon
44
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$973K 0.13%
21,057
-333
-2% -$15.5K
XOM icon
45
ExxonMobil
XOM
$615B
$953K 0.13%
5,616
+106
+2% +$15.5K
VB icon
46
Vanguard Small-Cap ETF
VB
$79.2B
$837K 0.11%
3,197
-163
-5% -$44.1K
JPM icon
47
JPMorgan Chase
JPM
$901B
$832K 0.11%
2,828
-15
-0.5% -$4.55K
JNJ icon
48
Johnson & Johnson
JNJ
$599B
$809K 0.11%
3,311
+815
+33% +$190K
TSLA icon
49
Tesla
TSLA
$1.39T
$750K 0.1%
2,018
+31
+2% +$12.8K
CNTA
50
DELISTED
Centessa Pharmaceuticals
CNTA
$719K 0.1%
18,101
– –
1
2
3 4 5

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Meridian Wealth Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Meridian Wealth Partners held 126 positions worth $729M, up 0.41% from $726M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Meridian Wealth Partners's Q1 2026 filing shows 13 new, 58 increased, 31 reduced and 8 closed positions. Its largest new stake was NVR: 262 shares worth $1.73M. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $4.29M.

By sector, the portfolio is most concentrated in Technology at 2.8% of assets, down from 2.9% a quarter earlier, followed by Materials and Consumer Discretionary.

  • Meridian Wealth Partners's largest Q1 2026 buy was NVR: 262 shares worth $1.73M.
  • Meridian Wealth Partners added most to iShares Core US Aggregate Bond ETF in Q1 2026, an estimated $3.81M increase.
  • Meridian Wealth Partners's biggest Q1 2026 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $4.29M.
  • Meridian Wealth Partners fully exited UnitedHealth in Q1 2026, selling an estimated $258K.
  • Meridian Wealth Partners's ten largest holdings make up 68% of its $729M portfolio in Q1 2026.
  • Meridian Wealth Partners opened 13 new positions and closed 8 in Q1 2026.
  • Meridian Wealth Partners's portfolio value rose 0.41% quarter-over-quarter to $729M.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.