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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
GE icon
101
GE Aerospace
GE
$350B
$270K 0.03%
722
+14
+2% +$4.38K
KO icon
102
Coca-Cola
KO
$379B
$265K 0.03%
3,264
-5
-0.2% -$395
DUK icon
103
Duke Energy
DUK
$93.7B
$254K 0.03%
2,006
+119
+6% +$15K
TEL icon
104
TE Connectivity
TEL
$60.4B
$245K 0.03%
1,216
-14
-1% -$2.98K
SBUX icon
105
Starbucks
SBUX
$119B
$242K 0.03%
+2,363
New +$238K
GEV icon
106
GE Vernova
GEV
$251B
$241K 0.03%
+205
New +$209K
KLAC icon
107
KLA
KLAC
$242B
$240K 0.03%
+794
New +$158K
NFLX icon
108
Netflix
NFLX
$326B
$236K 0.03%
3,300
-152
-4% -$13.4K
LIN icon
109
Linde
LIN
$220B
$234K 0.03%
450
+4
+0.9% +$2.03K
WDC icon
110
Western Digital
WDC
$169B
$232K 0.03%
+363
New +$177K
PFS icon
111
Provident Financial Services
PFS
$3.09B
$231K 0.03%
9,777
-1
-0% -$22
PLD icon
112
Prologis
PLD
$131B
$230K 0.03%
1,696
+41
+2% +$5.81K
VYM icon
113
Vanguard High Dividend Yield ETF
VYM
$82.8B
$229K 0.03%
1,450
-250
-15% -$39.1K
IAU icon
114
iShares Gold Trust
IAU
$65.8B
$226K 0.03%
2,993
– –
IWF icon
115
iShares Russell 1000 Growth ETF
IWF
$126B
$223K 0.03%
+1,796
New +$217K
PEG icon
116
Public Service Enterprise Group
PEG
$36.7B
$223K 0.03%
2,744
+233
+9% +$18.6K
MRVL icon
117
Marvell Technology
MRVL
$201B
$218K 0.03%
+732
New +$147K
CVX icon
118
Chevron
CVX
$409B
$213K 0.03%
1,285
-48
-4% -$8.93K
MS icon
119
Morgan Stanley
MS
$342B
$213K 0.03%
+1,018
New +$202K
TRV icon
120
Travelers Companies
TRV
$77B
$208K 0.03%
+630
New +$191K
TMO icon
121
Thermo Fisher Scientific
TMO
$227B
$207K 0.03%
413
-5
-1% -$2.4K
PANW icon
122
Palo Alto Networks
PANW
$272B
$207K 0.03%
+606
New +$139K
ADI icon
123
Analog Devices
ADI
$176B
$206K 0.03%
+520
New +$206K
IEFA icon
124
iShares Core MSCI EAFE ETF
IEFA
$196B
$204K 0.02%
2,112
-250
-11% -$24K
VERX icon
125
Vertex
VERX
$2.23B
$193K 0.02%
16,785
-1,668
-9% -$20.8K
2 3 4
5
6

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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.