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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
+7.88%
1 Year Est. Return
+15.61%
3 Year Est. Return
+42.17%
5 Year Est. Return
+38.12%
10 Year Est. Return
–
AUM
$690M
AUM Growth
+$63.2M
Cap. Flow
+$16M
Cap. Flow %
2.33%
Top 10 Hldgs %
67.73%
Holding
116
New
13
Increased
66
Reduced
26
Closed
5

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.39M
2
MBB icon
iShares MBS ETF
MBB
+$1.53M
3
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$943K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$909K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.54M
2
UNH icon
UnitedHealth
UNH
+$413K
3
CVX icon
Chevron
CVX
+$219K
4
TMO icon
Thermo Fisher Scientific
TMO
+$214K
5
MRK icon
Merck
MRK
+$213K

Sector Composition

Rank Sector Weight
1 Technology 3.16%
2 Materials 2.15%
3 Financials 1.33%
4 Consumer Discretionary 0.83%
5 Communication Services 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.45T
$3.89M 0.56%
7,817
+772
+11% +$335K
DFAS icon
27
Dimensional US Small Cap ETF
DFAS
$15.4B
$3.05M 0.44%
47,885
+3,999
+9% +$240K
VEU icon
28
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$2.42M 0.35%
35,954
-1,508
-4% -$95.5K
HD icon
29
Home Depot
HD
$331B
$2.25M 0.33%
6,143
+32
+0.5% +$11.6K
META icon
30
Meta Platforms (Facebook)
META
$1.42T
$2.17M 0.31%
2,938
+413
+16% +$255K
VOO icon
31
Vanguard S&P 500 ETF
VOO
$979B
$1.95M 0.28%
3,425
+2
+0.1% +$1.05K
AMZN icon
32
Amazon
AMZN
$2.92T
$1.92M 0.28%
8,772
+1,361
+18% +$269K
MRBK icon
33
Meridian
MRBK
$234M
$1.8M 0.26%
139,726
+19,346
+16% +$256K
SCHD icon
34
Schwab US Dividend Equity ETF
SCHD
$103B
$1.8M 0.26%
67,962
+2,143
+3% +$56K
VXUS icon
35
Vanguard Total International Stock ETF
VXUS
$155B
$1.78M 0.26%
25,821
-188
-0.7% -$12.2K
JPM icon
36
JPMorgan Chase
JPM
$935B
$1.57M 0.23%
5,417
+2,229
+70% +$569K
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.36T
$1.43M 0.21%
8,097
+739
+10% +$121K
ITOT icon
38
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$1.42M 0.21%
10,483
-997
-9% -$124K
BND icon
39
Vanguard Total Bond Market
BND
$157B
$1.4M 0.2%
18,995
+624
+3% +$45.4K
TXN icon
40
Texas Instruments
TXN
$252B
$1.34M 0.19%
6,468
-312
-5% -$55.4K
IUSB icon
41
iShares Core Universal USD Bond ETF
IUSB
$42.9B
$1.18M 0.17%
25,502
+48
+0.2% +$2.19K
VB icon
42
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$1.15M 0.17%
4,858
-220
-4% -$49.1K
AVGO icon
43
Broadcom
AVGO
$1.85T
$1.07M 0.16%
3,878
+12
+0.3% +$2.61K
SPGI icon
44
S&P Global
SPGI
$121B
$944K 0.14%
1,790
+2
+0.1% +$998
ABBV icon
45
AbbVie
ABBV
$443B
$929K 0.13%
5,006
+69
+1% +$12.8K
GOOG icon
46
Alphabet (Google) Class C
GOOG
$4.36T
$811K 0.12%
4,573
+729
+19% +$120K
GLD icon
47
SPDR Gold Trust
GLD
$131B
$778K 0.11%
2,552
– –
BRK.A icon
48
Berkshire Hathaway Class A
BRK.A
$1.1T
$729K 0.11%
1
– –
WFC icon
49
Wells Fargo
WFC
$261B
$706K 0.1%
8,809
+39
+0.4% +$2.81K
SCHZ icon
50
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$677K 0.1%
29,132
-605
-2% -$13.9K
1
2
3 4 5

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SDH
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DA
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GIC
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Meridian Wealth Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Meridian Wealth Partners held 116 positions worth $690M, up 10% from $627M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Meridian Wealth Partners's Q2 2025 filing shows 13 new, 66 increased, 26 reduced and 5 closed positions. Its largest new stake was Centessa Pharmaceuticals: 38,101 shares worth $501K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $1.54M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, up from 2.6% a quarter earlier, followed by Materials and Financials.

  • Meridian Wealth Partners's largest Q2 2025 buy was Centessa Pharmaceuticals: 38,101 shares worth $501K.
  • Meridian Wealth Partners added most to iShares Core US Aggregate Bond ETF in Q2 2025, an estimated $5.39M increase.
  • Meridian Wealth Partners's biggest Q2 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $1.54M.
  • Meridian Wealth Partners fully exited UnitedHealth in Q2 2025, selling an estimated $413K.
  • Meridian Wealth Partners's ten largest holdings make up 68% of its $690M portfolio in Q2 2025.
  • Meridian Wealth Partners opened 13 new positions and closed 5 in Q2 2025.
  • Meridian Wealth Partners's portfolio value rose 10% quarter-over-quarter to $690M.

Based on Meridian Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.