Meridian Wealth Partners, LLC 13F Holdings · Q2 2026
Meridian Wealth Partners, LLC reported 125 securities worth $826.11M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHX (12.71%), DFAC (12.63%), AGG (11.92%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $105.0M | 12.71% | 3.6M | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $104.3M | 12.63% | 2.4M | Trimmed |
| 3 | AGG | ISHARES TR | $98.4M | 11.92% | 994,500 | Added |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $58.7M | 7.10% | 1.1M | Added |
| 5 | IVW | ISHARES TR | $37.9M | 4.58% | 275,265 | Added |
| 6 | EFG | ISHARES TR | $35.9M | 4.34% | 288,300 | Added |
| 7 | VLUE | ISHARES TR | $34.0M | 4.12% | 170,213 | Trimmed |
| 8 | IXUS | ISHARES TR | $32.1M | 3.89% | 336,456 | Added |
| 9 | DFAX | DIMENSIONAL ETF TRUST | $31.1M | 3.77% | 844,650 | Trimmed |
| 10 | MBB | ISHARES TR | $28.1M | 3.40% | 297,555 | Added |
| 11 | SCHB | SCHWAB STRATEGIC TR | $27.1M | 3.29% | 937,426 | Added |
| 12 | QUAL | ISHARES TR | $25.2M | 3.05% | 115,000 | Added |
| 13 | IEMG | ISHARES INC | $22.9M | 2.77% | 276,484 | Trimmed |
| 14 | EFV | ISHARES TR | $18.5M | 2.24% | 241,314 | Added |
| 15 | MUB | ISHARES TR | $16.4M | 1.99% | 152,797 | Trimmed |
| 16 | SCHO | SCHWAB STRATEGIC TR | $14.1M | 1.70% | 582,657 | Added |
| 17 | IWM | ISHARES TR | $11.5M | 1.39% | 38,156 | Added |
| 18 | AAPL | APPLE INC | $10.5M | 1.28% | 36,455 | Trimmed |
| 19 | PPG | PPG INDS INC | $9.5M | 1.15% | 78,167 | Trimmed |
| 20 | SCHM | SCHWAB STRATEGIC TR | $8.5M | 1.03% | 230,886 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $6.9M | 0.84% | 18,686 | Added |
| 22 | SUB | ISHARES TR | $6.6M | 0.79% | 61,596 | Trimmed |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $5.8M | 0.70% | 70,708 | Added |
| 24 | IVV | ISHARES TR | $5.1M | 0.61% | 6,759 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $4.4M | 0.53% | 21,787 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR