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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
CBU icon
51
Community Bank
CBU
$3.48B
$641K 0.09%
10,927
-7
-0.1% -$405
ORCL icon
52
Oracle
ORCL
$416B
$628K 0.09%
2,233
-52
-2% -$13.2K
ABBV icon
53
AbbVie
ABBV
$435B
$614K 0.08%
2,650
-2,356
-47% -$480K
VXF icon
54
Vanguard Extended Market ETF
VXF
$31.3B
$546K 0.08%
2,608
– –
MCD icon
55
McDonald's
MCD
$195B
$543K 0.07%
1,788
-9
-0.5% -$2.74K
VO icon
56
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$518K 0.07%
7,052
+20
+0.3% +$1.44K
FULT icon
57
Fulton Financial
FULT
$4.73B
$513K 0.07%
27,520
– –
ESGE icon
58
iShares ESG Aware MSCI EM ETF
ESGE
$6.74B
$495K 0.07%
11,410
-1,031
-8% -$42.1K
VMBS icon
59
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$484K 0.07%
10,305
+633
+7% +$29.4K
VGSH icon
60
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$482K 0.07%
8,182
+657
+9% +$38.5K
WMT icon
61
Walmart Inc
WMT
$894B
$479K 0.07%
4,647
-157
-3% -$15.6K
V icon
62
Visa
V
$688B
$479K 0.07%
1,403
-85
-6% -$29.4K
SCHA icon
63
Schwab U.S Small- Cap ETF
SCHA
$23B
$477K 0.07%
17,104
-56
-0.3% -$1.5K
AMD icon
64
Advanced Micro Devices
AMD
$786B
$463K 0.06%
2,862
-988
-26% -$159K
JNJ icon
65
Johnson & Johnson
JNJ
$621B
$461K 0.06%
2,486
-164
-6% -$28.1K
LOW icon
66
Lowe's Companies
LOW
$123B
$450K 0.06%
1,791
-26
-1% -$6.39K
VIG icon
67
Vanguard Dividend Appreciation ETF
VIG
$114B
$448K 0.06%
2,074
-221
-10% -$46.4K
LLY icon
68
Eli Lilly
LLY
$1.04T
$439K 0.06%
576
-92
-14% -$68.5K
CNTA
69
DELISTED
Centessa Pharmaceuticals
CNTA
$439K 0.06%
18,101
-20,000
-52% -$355K
VUG icon
70
Vanguard Morningstar Growth ETF
VUG
$230B
$412K 0.06%
5,154
+894
+21% +$68.3K
IWB icon
71
iShares Russell 1000 ETF
IWB
$49.8B
$406K 0.06%
1,111
– –
SPY icon
72
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$404K 0.06%
606
– –
VGVT
73
Vanguard Government Securities Active ETF
VGVT
$38.3M
$393K 0.05%
+5,141
New +$390K
PG icon
74
Procter & Gamble
PG
$342B
$387K 0.05%
2,520
-1,136
-31% -$177K
SCHZ icon
75
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$387K 0.05%
16,481
-12,651
-43% -$294K
1 2
3
4 5

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SDH
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GIC
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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.