Meridian Wealth Partners, LLC Portfolio Holdings

Meridian Wealth Partners, LLC

  • $685 Million
  • Q2 2025

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 Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $685 Million
  • Prior Value $624 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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