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MWP

Meridian Wealth Partners Portfolio holdings

AUM $826M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
+13.24%
1 Year Est. Return
+21.35%
3 Year Est. Return
+54.21%
5 Year Est. Return
+50.33%
10 Year Est. Return
–
AUM
$826M
AUM Growth
+$97.5M
Cap. Flow
+$10.9M
Cap. Flow %
1.32%
Top 10 Hldgs %
68.45%
Holding
132
New
14
Increased
53
Reduced
46
Closed
7

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.08M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$4.57M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.91M
4
MBB icon
iShares MBS ETF
MBB
+$1.63M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.16M

Top Sells

Rank Stock Value
1
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.87M
2
MUB icon
iShares National Muni Bond ETF
MUB
+$2.01M
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.25M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$864K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$833K

Sector Composition

Rank Sector Weight
1 Miscellaneous 91.98%
2 Technology 3.3%
3 Materials 1.18%
4 Consumer Discretionary 0.95%
5 Financials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.71T
$2.78M 0.34%
7,447
+254
+4% +$103K
VOO icon
27
Vanguard S&P 500 ETF
VOO
$1.03T
$2.5M 0.3%
3,640
+74
+2% +$49.3K
VEU icon
28
Vanguard FTSE All-World ex-US ETF
VEU
$71.2B
$2.45M 0.3%
29,289
-317
-1% -$25.9K
AMZN icon
29
Amazon
AMZN
$2.79T
$2.12M 0.26%
8,881
+597
+7% +$150K
VTEB icon
30
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$2.08M 0.25%
41,159
-6
-0% -$302
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.14T
$1.85M 0.22%
5,174
+162
+3% +$58.3K
HD icon
32
Home Depot
HD
$320B
$1.84M 0.22%
5,222
-208
-4% -$67.7K
TXN icon
33
Texas Instruments
TXN
$236B
$1.8M 0.22%
6,030
+19
+0.3% +$5.27K
NVR icon
34
NVR
NVR
$16.8B
$1.79M 0.22%
262
– –
VXUS icon
35
Vanguard Total International Stock ETF
VXUS
$165B
$1.78M 0.22%
20,809
+618
+3% +$51.8K
ITOT icon
36
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
$1.57M 0.19%
9,531
– –
AVGO icon
37
Broadcom
AVGO
$1.7T
$1.47M 0.18%
3,898
+101
+3% +$40.5K
BND icon
38
Vanguard Total Bond Market
BND
$160B
$1.4M 0.17%
19,139
-742
-4% -$54.4K
MRBK icon
39
Meridian
MRBK
$236M
$1.34M 0.16%
66,850
+11
+0% +$209
GOOG icon
40
Alphabet (Google) Class C
GOOG
$4.1T
$1.33M 0.16%
3,752
+44
+1% +$15.7K
AMD icon
41
Advanced Micro Devices
AMD
$780B
$1.32M 0.16%
2,273
-744
-25% -$305K
IUSB icon
42
iShares Core Universal USD Bond ETF
IUSB
$43.5B
$1.24M 0.15%
26,791
+5,734
+27% +$264K
SCHD icon
43
Schwab US Dividend Equity ETF
SCHD
$112B
$1.14M 0.14%
35,975
+9
+0% +$286
META icon
44
Meta Platforms (Facebook)
META
$1.57T
$1.05M 0.13%
1,857
+71
+4% +$43.4K
MU icon
45
Micron Technology
MU
$1.15T
$965K 0.12%
836
+135
+19% +$101K
TSLA icon
46
Tesla
TSLA
$1.4T
$961K 0.12%
2,284
+266
+13% +$106K
VB icon
47
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$955K 0.12%
3,152
-45
-1% -$12.9K
JPM icon
48
JPMorgan Chase
JPM
$953B
$928K 0.11%
2,836
+8
+0.3% +$2.48K
GLD icon
49
SPDR Gold Trust
GLD
$149B
$900K 0.11%
2,442
– –
JNJ icon
50
Johnson & Johnson
JNJ
$663B
$840K 0.1%
3,306
-5
-0.2% -$1.17K
1
2
3 4 5

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Meridian Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Meridian Wealth Partners held 132 positions worth $826M, up 13% from $729M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Meridian Wealth Partners's Q2 2026 filing shows 14 new, 53 increased, 46 reduced and 7 closed positions. Its largest new stake was Intel: 3,046 shares worth $425K. The largest sale was iShares MSCI USA Value Factor ETF, an estimated $2.87M.

By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, down from 92% a quarter earlier, followed by Technology and Materials.

  • Meridian Wealth Partners's largest Q2 2026 buy was Intel: 3,046 shares worth $425K.
  • Meridian Wealth Partners added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $5.08M increase.
  • Meridian Wealth Partners's biggest Q2 2026 reduction was iShares MSCI USA Value Factor ETF, cutting an estimated $2.87M.
  • Meridian Wealth Partners fully exited Centessa Pharmaceuticals in Q2 2026, selling an estimated $719K.
  • Meridian Wealth Partners's ten largest holdings make up 68% of its $826M portfolio in Q2 2026.
  • Meridian Wealth Partners opened 14 new positions and closed 7 in Q2 2026.
  • Meridian Wealth Partners's portfolio value rose 13% quarter-over-quarter to $826M.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.