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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
+6.41%
1 Year Est. Return
+15.61%
3 Year Est. Return
+42.17%
5 Year Est. Return
+38.12%
10 Year Est. Return
–
AUM
$727M
AUM Growth
+$36.8M
Cap. Flow
-$5.69M
Cap. Flow %
-0.78%
Top 10 Hldgs %
67.73%
Holding
119
New
8
Increased
28
Reduced
67
Closed
6

Top Buys

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.8M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.7M
3
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.8M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.46M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.49M

Top Sells

Rank Stock Value
1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$31.4M
2
PPG icon
PPG Industries
PPG
+$5.12M
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.92M
4
NVDA icon
NVIDIA
NVDA
+$1.41M
5
MRBK icon
Meridian
MRBK
+$1.01M

Sector Composition

Rank Sector Weight
1 Technology 2.97%
2 Materials 1.22%
3 Financials 0.92%
4 Consumer Discretionary 0.81%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.62T
$3.67M 0.51%
7,095
-722
-9% -$368K
NVDA icon
27
NVIDIA
NVDA
$5.01T
$3.67M 0.5%
19,656
-8,070
-29% -$1.41M
VEU icon
28
Vanguard FTSE All-World ex-US ETF
VEU
$66.9B
$2.33M 0.32%
32,677
-3,277
-9% -$226K
HD icon
29
Home Depot
HD
$339B
$2.24M 0.31%
5,519
-624
-10% -$245K
VOO icon
30
Vanguard S&P 500 ETF
VOO
$993B
$2.15M 0.3%
3,518
+93
+3% +$54.8K
META icon
31
Meta Platforms (Facebook)
META
$1.5T
$1.85M 0.25%
2,516
-422
-14% -$314K
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.57T
$1.75M 0.24%
7,201
-896
-11% -$188K
AMZN icon
33
Amazon
AMZN
$3.06T
$1.72M 0.24%
7,818
-954
-11% -$216K
BND icon
34
Vanguard Total Bond Market
BND
$157B
$1.49M 0.2%
19,980
+985
+5% +$72.5K
VXUS icon
35
Vanguard Total International Stock ETF
VXUS
$156B
$1.45M 0.2%
19,762
-6,059
-23% -$430K
ITOT icon
36
iShares Core S&P Total US Stock Market ETF
ITOT
$95.7B
$1.44M 0.2%
9,918
-565
-5% -$79.2K
SCHD icon
37
Schwab US Dividend Equity ETF
SCHD
$104B
$1.35M 0.19%
49,338
-18,624
-27% -$508K
AVGO icon
38
Broadcom
AVGO
$1.87T
$1.21M 0.17%
3,663
-215
-6% -$66K
IUSB icon
39
iShares Core Universal USD Bond ETF
IUSB
$43B
$1.2M 0.16%
25,610
+108
+0.4% +$5K
TXN icon
40
Texas Instruments
TXN
$246B
$1.15M 0.16%
6,245
-223
-3% -$43.6K
MRBK icon
41
Meridian
MRBK
$236M
$1.14M 0.16%
72,230
-67,496
-48% -$1.01M
JPM icon
42
JPMorgan Chase
JPM
$937B
$936K 0.13%
2,969
-2,448
-45% -$728K
GOOG icon
43
Alphabet (Google) Class C
GOOG
$4.56T
$917K 0.13%
3,767
-806
-18% -$169K
GLD icon
44
SPDR Gold Trust
GLD
$131B
$907K 0.12%
2,552
– –
TSLA icon
45
Tesla
TSLA
$1.27T
$904K 0.12%
2,033
+39
+2% +$13.5K
VB icon
46
Vanguard Morningstar Small-Cap ETF
VB
$80.7B
$903K 0.12%
3,551
-1,307
-27% -$324K
SPGI icon
47
S&P Global
SPGI
$123B
$863K 0.12%
1,773
-17
-0.9% -$9.1K
BRK.A icon
48
Berkshire Hathaway Class A
BRK.A
$1.1T
$754K 0.1%
1
– –
XOM icon
49
ExxonMobil
XOM
$643B
$691K 0.1%
6,132
-106
-2% -$11.8K
VTV icon
50
Vanguard Morningstar Value ETF
VTV
$189B
$641K 0.09%
3,437
+1,418
+70% +$257K
1
2
3 4 5

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SDH
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DA
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GIC
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IA
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GFI
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Meridian Wealth Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Meridian Wealth Partners held 119 positions worth $727M, up 5.3% from $690M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Meridian Wealth Partners's Q3 2025 filing shows 8 new, 28 increased, 67 reduced and 6 closed positions. Its largest new stake was Vanguard Government Securities Active ETF: 5,141 shares worth $393K. The largest sale was Dimensional US Core Equity Market ETF, an estimated $31.4M.

By sector, the portfolio is most concentrated in Technology at 3% of assets, down from 3.2% a quarter earlier, followed by Materials and Financials.

  • Meridian Wealth Partners's largest Q3 2025 buy was Vanguard Government Securities Active ETF: 5,141 shares worth $393K.
  • Meridian Wealth Partners added most to Schwab US Large- Cap ETF in Q3 2025, an estimated $11.8M increase.
  • Meridian Wealth Partners's biggest Q3 2025 reduction was Dimensional US Core Equity Market ETF, cutting an estimated $31.4M.
  • Meridian Wealth Partners fully exited S&T Bancorp in Q3 2025, selling an estimated $539K.
  • Meridian Wealth Partners's ten largest holdings make up 68% of its $727M portfolio in Q3 2025.
  • Meridian Wealth Partners opened 8 new positions and closed 6 in Q3 2025.
  • Meridian Wealth Partners's portfolio value rose 5.3% quarter-over-quarter to $727M.

Based on Meridian Wealth Partners's 13F filing for Q3 2025, filed 13 Nov 2025.