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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
VUG icon
76
Vanguard Growth ETF
VUG
$223B
$396K 0.05%
5,436
+282
+5% +$21.9K
SCHA icon
77
Schwab U.S Small- Cap ETF
SCHA
$23B
$385K 0.05%
13,251
+1
+0% +$30
CSCO icon
78
Cisco
CSCO
$442B
$372K 0.05%
4,799
+73
+2% +$5.71K
COST icon
79
Costco
COST
$412B
$372K 0.05%
373
+31
+9% +$30.2K
PM icon
80
Philip Morris
PM
$293B
$359K 0.05%
2,168
+442
+26% +$76.8K
BA icon
81
Boeing
BA
$161B
$356K 0.05%
1,791
+124
+7% +$28.2K
NFLX icon
82
Netflix
NFLX
$286B
$332K 0.05%
3,452
+246
+8% +$21.7K
IWV icon
83
iShares Russell 3000 ETF
IWV
$19.8B
$330K 0.05%
891
+28
+3% +$10.8K
ORCL icon
84
Oracle
ORCL
$366B
$324K 0.04%
2,204
+71
+3% +$11.5K
VEA icon
85
Vanguard FTSE Developed Markets ETF
VEA
$228B
$323K 0.04%
5,040
– –
SCHZ icon
86
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$314K 0.04%
13,507
-1,869
-12% -$43.7K
BAC icon
87
Bank of America
BAC
$430B
$307K 0.04%
6,299
-346
-5% -$17.9K
MA icon
88
Mastercard
MA
$484B
$306K 0.04%
613
+11
+2% +$5.79K
PG icon
89
Procter & Gamble
PG
$345B
$293K 0.04%
2,031
-85
-4% -$12.9K
DFUS
90
Dimensional US Equity ETF
DFUS
$21B
$291K 0.04%
4,109
– –
CVX icon
91
Chevron
CVX
$381B
$276K 0.04%
+1,333
New +$243K
CAT icon
92
Caterpillar
CAT
$410B
$273K 0.04%
386
+12
+3% +$8.31K
PNC icon
93
PNC Financial Services
PNC
$99.8B
$267K 0.04%
1,285
+11
+0.9% +$2.4K
MRK icon
94
Merck
MRK
$312B
$265K 0.04%
2,205
+17
+0.8% +$1.96K
IAU icon
95
iShares Gold Trust
IAU
$63.4B
$264K 0.04%
2,993
-1,561
-34% -$143K
RKLB icon
96
Rocket Lab Corp
RKLB
$43.2B
$261K 0.04%
4,070
+19
+0.5% +$1.43K
TEL icon
97
TE Connectivity
TEL
$61B
$257K 0.04%
1,230
-20
-2% -$4.41K
AIRR icon
98
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$253K 0.03%
+2,280
New +$258K
VYM icon
99
Vanguard High Dividend Yield ETF
VYM
$80.2B
$252K 0.03%
1,700
– –
KO icon
100
Coca-Cola
KO
$353B
$249K 0.03%
3,269
+31
+1% +$2.34K
2 3
4
5 6

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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.