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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
XOM icon
51
ExxonMobil
XOM
$656B
$778K 0.09%
5,688
+72
+1% +$10.8K
VGT icon
52
Vanguard Information Technology ETF
VGT
$149B
$753K 0.09%
6,296
+8
+0.1% +$876
BRK.A icon
53
Berkshire Hathaway Class A
BRK.A
$1.08T
$749K 0.09%
1
– –
CBU icon
54
Community Bank
CBU
$3.36B
$731K 0.09%
10,890
– –
LLY icon
55
Eli Lilly
LLY
$1.02T
$728K 0.09%
607
+31
+5% +$31.7K
ABBV icon
56
AbbVie
ABBV
$453B
$706K 0.09%
2,807
+13
+0.5% +$2.8K
FULT icon
57
Fulton Financial
FULT
$4.6B
$666K 0.08%
27,542
+22
+0.1% +$482
VTV icon
58
Vanguard Morningstar Value ETF
VTV
$193B
$654K 0.08%
3,001
+42
+1% +$8.77K
VO icon
59
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$623K 0.08%
7,738
+254
+3% +$19.7K
VIG icon
60
Vanguard Dividend Appreciation ETF
VIG
$113B
$615K 0.07%
2,600
+2
+0.1% +$459
VXF icon
61
Vanguard Extended Market ETF
VXF
$31.3B
$590K 0.07%
2,398
-210
-8% -$48.1K
QQQ icon
62
Invesco QQQ Trust
QQQ
$489B
$582K 0.07%
790
-130
-14% -$89.4K
WMT icon
63
Walmart Inc
WMT
$850B
$538K 0.07%
4,749
+74
+2% +$9.19K
ESGE icon
64
iShares ESG Aware MSCI EM ETF
ESGE
$7.1B
$538K 0.07%
9,831
-60
-0.6% -$3.14K
CL icon
65
Colgate-Palmolive
CL
$70.8B
$535K 0.06%
5,834
+224
+4% +$19.6K
AMAT icon
66
Applied Materials
AMAT
$361B
$517K 0.06%
716
-6
-0.8% -$2.77K
SPGI icon
67
S&P Global
SPGI
$131B
$515K 0.06%
1,265
-189
-13% -$79.8K
CSCO icon
68
Cisco
CSCO
$431B
$496K 0.06%
4,219
-580
-12% -$60.7K
V icon
69
Visa
V
$700B
$492K 0.06%
1,435
+81
+6% +$26K
SCHA icon
70
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$479K 0.06%
13,251
– –
VGSH icon
71
Vanguard Short-Term Treasury ETF
VGSH
$30.1B
$470K 0.06%
8,073
-271
-3% -$15.8K
VMBS icon
72
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$469K 0.06%
10,022
-332
-3% -$15.5K
VUG icon
73
Vanguard Morningstar Growth ETF
VUG
$228B
$468K 0.06%
5,436
– –
SPY icon
74
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$468K 0.06%
626
– –
MCD icon
75
McDonald's
MCD
$181B
$461K 0.06%
1,705
-75
-4% -$21.5K
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.