Meridian Wealth Partners, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $685 Million distributed in 111 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 $96.8M, Ishares Core U.S. Aggregate Bo with a value of $81.7M, Dimensional ETF Tr with a value of $77.3M, Schwab Strategic Tr Us Large C with a value of $72.1M, and Dimensional ETF Tr with a value of $27.9M.
Examining the 13F form we can see an increase of $60.9M in the current position value, from $624M to 685M.
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
$685 Million
ETFs: $595 Million
Technology: $21.2 Million
Basic Materials: $14.6 Million
Financial Services: $7.34 Million
Consumer Cyclical: $5.74 Million
Communication Services: $5.38 Million
Healthcare: $2.81 Million
Consumer Defensive: $2.06 Million
Other: $2.81 Million
Stock Holdings Table Market Cap. of $200 Billions or more
