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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
CMCSA icon
101
Comcast
CMCSA
$87.8B
$228K 0.03%
7,247
-1,400
-16% -$46.9K
DUK icon
102
Duke Energy
DUK
$96.2B
$227K 0.03%
1,832
-1,275
-41% -$155K
VYM icon
103
Vanguard High Dividend Yield ETF
VYM
$82.5B
$226K 0.03%
+1,600
New +$220K
CSCO icon
104
Cisco
CSCO
$479B
$224K 0.03%
3,270
-149
-4% -$10.2K
GS icon
105
Goldman Sachs
GS
$313B
$222K 0.03%
279
-33
-11% -$24.5K
GE icon
106
GE Aerospace
GE
$396B
$221K 0.03%
+736
New +$201K
MRK icon
107
Merck
MRK
$317B
$218K 0.03%
+2,597
New +$214K
PEG icon
108
Public Service Enterprise Group
PEG
$37.6B
$214K 0.03%
2,559
+145
+6% +$12.2K
WFC icon
109
Wells Fargo
WFC
$270B
$213K 0.03%
2,544
-6,265
-71% -$508K
KO icon
110
Coca-Cola
KO
$374B
$210K 0.03%
3,163
-312
-9% -$21.5K
LIN icon
111
Linde
LIN
$226B
$209K 0.03%
439
-16
-4% -$7.58K
TMO icon
112
Thermo Fisher Scientific
TMO
$214B
$206K 0.03%
+424
New +$197K
WM icon
113
Waste Management
WM
$89.7B
$200K 0.03%
906
+6
+0.7% +$1.35K
DIS icon
114
Walt Disney
DIS
$177B
– –
-1,727
Closed -$214K
IYW icon
115
iShares US Technology ETF
IYW
$24.9B
– –
-1,310
Closed -$227K
NOW icon
116
ServiceNow
NOW
$121B
– –
-1,145
Closed -$235K
STBA icon
117
S&T Bancorp
STBA
$1.85B
– –
-14,252
Closed -$539K
TSM icon
118
TSMC
TSM
$2.15T
– –
-1,584
Closed -$359K
GEV icon
119
GE Vernova
GEV
$271B
– –
-597
Closed -$316K
1 2 3 4
5

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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.