Meridian Wealth Partners, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $624 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $90.7M, Ishares Core U.S. Aggregate Bo with a value of $76.1M, Dimensional ETF Tr with a value of $69.7M, Schwab Strategic Tr Us Large C with a value of $64.9M, and Dimensional ETF Tr with a value of $24.9M.

Examining the 13F form we can see an decrease of $33M in the current position value, from $657M to 624M.

Meridian Wealth Partners, LLC is based out at Blue Bell, PA

Below you can find more details about Meridian Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $624 Million
ETFs: $546 Million
Technology: $16.4 Million
Basic Materials: $14.1 Million
Financial Services: $6.17 Million
Consumer Cyclical: $5.23 Million
Communication Services: $3.78 Million
Healthcare: $3.25 Million
Consumer Defensive: $1.98 Million
Other: $3.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $624 Million
  • Prior Value $657 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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