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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
XOM icon
51
ExxonMobil
XOM
$644B
$673K 0.1%
6,238
-478
-7% -$51.1K
TSLA icon
52
Tesla
TSLA
$1.23T
$633K 0.09%
1,994
-268
-12% -$80.7K
CBU icon
53
Community Bank
CBU
$3.41B
$622K 0.09%
10,934
– –
PG icon
54
Procter & Gamble
PG
$336B
$582K 0.08%
3,656
-1
-0% -$163
AMD icon
55
Advanced Micro Devices
AMD
$776B
$546K 0.08%
3,850
+867
+29% +$94.4K
STBA icon
56
S&T Bancorp
STBA
$1.84B
$539K 0.08%
14,252
-4
-0% -$146
V icon
57
Visa
V
$684B
$528K 0.08%
1,488
+76
+5% +$26.5K
MCD icon
58
McDonald's
MCD
$192B
$525K 0.08%
1,797
+27
+2% +$8.32K
LLY icon
59
Eli Lilly
LLY
$1.02T
$520K 0.08%
668
+43
+7% +$33.4K
VXF icon
60
Vanguard Extended Market ETF
VXF
$30.3B
$503K 0.07%
2,608
-318
-11% -$56.5K
CNTA
61
DELISTED
Centessa Pharmaceuticals
CNTA
$501K 0.07%
+38,101
New +$483K
ORCL icon
62
Oracle
ORCL
$374B
$500K 0.07%
2,285
+20
+0.9% +$3.23K
FULT icon
63
Fulton Financial
FULT
$4.66B
$496K 0.07%
27,520
-61
-0.2% -$1.04K
VO icon
64
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$492K 0.07%
7,032
+20
+0.3% +$1.31K
ESGE icon
65
iShares ESG Aware MSCI EM ETF
ESGE
$6.58B
$487K 0.07%
12,441
+19
+0.2% +$688
PLTR icon
66
Palantir
PLTR
$295B
$477K 0.07%
+3,497
New +$410K
WMT icon
67
Walmart Inc
WMT
$885B
$470K 0.07%
4,804
+99
+2% +$9.43K
VIG icon
68
Vanguard Dividend Appreciation ETF
VIG
$111B
$470K 0.07%
2,295
-267
-10% -$51.7K
ABT icon
69
Abbott
ABT
$183B
$456K 0.07%
3,356
+121
+4% +$16K
NFLX icon
70
Netflix
NFLX
$299B
$455K 0.07%
3,400
+150
+5% +$17K
VMBS icon
71
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$448K 0.07%
9,672
+57
+0.6% +$2.61K
VGSH icon
72
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$442K 0.06%
7,525
+29
+0.4% +$1.7K
SCHA icon
73
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$434K 0.06%
17,160
+598
+4% +$14.1K
JNJ icon
74
Johnson & Johnson
JNJ
$618B
$405K 0.06%
2,650
+72
+3% +$11.1K
LOW icon
75
Lowe's Companies
LOW
$117B
$403K 0.06%
1,817
-77
-4% -$17.2K
1 2
3
4 5

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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.