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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
DUK icon
101
Duke Energy
DUK
$98.1B
$247K 0.03%
1,887
+30
+2% +$3.75K
AMAT icon
102
Applied Materials
AMAT
$448B
$247K 0.03%
+722
New +$243K
XLK icon
103
State Street Technology Select Sector SPDR ETF
XLK
$118B
$240K 0.03%
1,805
– –
GS icon
104
Goldman Sachs
GS
$311B
$237K 0.03%
280
-4
-1% -$3.57K
MU icon
105
Micron Technology
MU
$1.1T
$237K 0.03%
+701
New +$275K
CMCSA icon
106
Comcast
CMCSA
$84.9B
$221K 0.03%
7,713
-25
-0.3% -$748
LIN icon
107
Linde
LIN
$237B
$221K 0.03%
+446
New +$210K
VERX icon
108
Vertex
VERX
$2.09B
$219K 0.03%
+18,453
New +$287K
PLD icon
109
Prologis
PLD
$138B
$219K 0.03%
1,655
+54
+3% +$7.22K
PLTR icon
110
Palantir
PLTR
$318B
$218K 0.03%
1,492
+211
+16% +$32.3K
IEFA icon
111
iShares Core MSCI EAFE ETF
IEFA
$187B
$214K 0.03%
+2,362
New +$220K
WM icon
112
Waste Management
WM
$96B
$211K 0.03%
916
+6
+0.7% +$1.38K
GILD icon
113
Gilead Sciences
GILD
$165B
$210K 0.03%
+1,506
New +$211K
NEE icon
114
NextEra Energy
NEE
$183B
$209K 0.03%
+2,249
New +$200K
PFS icon
115
Provident Financial Services
PFS
$3.12B
$207K 0.03%
+9,778
New +$209K
TMO icon
116
Thermo Fisher Scientific
TMO
$195B
$205K 0.03%
418
-3
-0.7% -$1.63K
PEG icon
117
Public Service Enterprise Group
PEG
$38.8B
$203K 0.03%
2,511
+6
+0.2% +$492
GE icon
118
GE Aerospace
GE
$354B
$201K 0.03%
708
-1
-0.1% -$314
ABT icon
119
Abbott
ABT
$177B
– –
-1,833
Closed -$230K
ADP icon
120
Automatic Data Processing
ADP
$102B
– –
-837
Closed -$215K
APP icon
121
Applovin
APP
$143B
– –
-370
Closed -$249K
AXP icon
122
American Express
AXP
$240B
– –
-584
Closed -$216K
IWF icon
123
iShares Russell 1000 Growth ETF
IWF
$125B
– –
-1,796
Closed -$213K
MS icon
124
Morgan Stanley
MS
$332B
– –
-1,203
Closed -$214K
UNH icon
125
UnitedHealth
UNH
$396B
– –
-781
Closed -$258K
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.