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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
BRK.A icon
51
Berkshire Hathaway Class A
BRK.A
$1.06T
$718K 0.1%
1
– –
CBU icon
52
Community Bank
CBU
$3.57B
$639K 0.09%
10,890
– –
SPGI icon
53
S&P Global
SPGI
$133B
$619K 0.08%
1,454
-318
-18% -$148K
AMD icon
54
Advanced Micro Devices
AMD
$821B
$614K 0.08%
3,017
+140
+5% +$29.9K
ABBV icon
55
AbbVie
ABBV
$448B
$608K 0.08%
2,794
+217
+8% +$48.1K
WMT icon
56
Walmart Inc
WMT
$893B
$581K 0.08%
4,675
+198
+4% +$24.3K
VTV icon
57
Vanguard Value ETF
VTV
$185B
$581K 0.08%
2,959
-226
-7% -$45.3K
FULT icon
58
Fulton Financial
FULT
$4.69B
$560K 0.08%
27,520
– –
VIG icon
59
Vanguard Dividend Appreciation ETF
VIG
$110B
$559K 0.08%
2,598
+2
+0.1% +$446
MCD icon
60
McDonald's
MCD
$190B
$553K 0.08%
1,780
-4
-0.2% -$1.27K
VGT icon
61
Vanguard Information Technology ETF
VGT
$139B
$548K 0.08%
6,288
+1,392
+28% +$128K
VO icon
62
Vanguard Mid-Cap ETF
VO
$105B
$537K 0.07%
7,484
– –
VXF icon
63
Vanguard Extended Market ETF
VXF
$30.3B
$537K 0.07%
2,608
– –
QQQ icon
64
Invesco QQQ Trust
QQQ
$463B
$531K 0.07%
920
+422
+85% +$256K
LLY icon
65
Eli Lilly
LLY
$1.02T
$529K 0.07%
576
+16
+3% +$16.2K
LMT icon
66
Lockheed Martin
LMT
$117B
$504K 0.07%
+833
New +$513K
VGSH icon
67
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$488K 0.07%
8,344
– –
VMBS icon
68
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$486K 0.07%
10,354
– –
CL icon
69
Colgate-Palmolive
CL
$73.6B
$478K 0.07%
+5,610
New +$500K
ESGE icon
70
iShares ESG Aware MSCI EM ETF
ESGE
$6.51B
$450K 0.06%
9,891
-407
-4% -$19.2K
LOW icon
71
Lowe's Companies
LOW
$115B
$441K 0.06%
1,868
+118
+7% +$30.8K
RTX icon
72
RTX Corp
RTX
$262B
$430K 0.06%
2,229
+282
+14% +$56.1K
V icon
73
Visa
V
$686B
$409K 0.06%
1,354
-8
-0.6% -$2.57K
SPY icon
74
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$407K 0.06%
626
+20
+3% +$13.6K
IWB icon
75
iShares Russell 1000 ETF
IWB
$47.9B
$396K 0.05%
1,111
– –
1 2
3
4 5

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HGWM
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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.