Meridian Wealth Partners

EXTON, PAfiles as Meridian Wealth Partners, LLC

$826m in 125 US stocks at the end of 30 June 2026. The top 10 are 68.5% of the money. It changed about 3.4% of the portfolio this quarter.

Value

$826m

Stocks

125

Top 10 share

68.5%

Turnover

3.4%

What changed this quarter

New

Bought for the first time this quarter.

IntelINTC
<0.1% of the fund
Lam ResearchLRCX
<0.1% of the fund
UnitedHealth GroupUNH
<0.1% of the fund
SandiskSNDK
<0.1% of the fund
StarbucksSBUX
<0.1% of the fund
GE VernovaGEV
<0.1% of the fund
KLAKLAC
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund
Ishares TRIWF
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
Morgan StanleyMS
<0.1% of the fund
Travelers CompaniesTRV
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
Analog DevicesADI
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRAGG
11.9% of the fund
+5%
Ishares TREFG
4.3% of the fund
+3%
Ishares TRMBB
3.4% of the fund
+6%
Ishares TREFV
2.2% of the fund
+2%
Schwab Strategic TRSCHO
1.7% of the fund
+7%
Vanguard Index FDSVTI
0.8% of the fund
+217%
NvidiaNVDA
0.5% of the fund
+3%
MicrosoftMSFT
0.3% of the fund
+4%
Vanguard Index FDSVOO
0.3% of the fund
+2%
Amazon.comAMZN
0.3% of the fund
+7%
AlphabetGOOGL
0.2% of the fund
+3%
Vanguard Star FDSVXUS
0.2% of the fund
+3%
BroadcomAVGO
0.2% of the fund
+3%
Ishares TRIUSB
0.1% of the fund
+27%
Meta PlatformsMETA
0.1% of the fund
+4%
Micron TechnologyMU
0.1% of the fund
+19%
TeslaTSLA
0.1% of the fund
+13%
Eli LillyLLY
<0.1% of the fund
+5%
Vanguard Index FDSVO
<0.1% of the fund
+3%
Colgate-PalmoliveCL
<0.1% of the fund
+4%
VisaV
<0.1% of the fund
+6%
Rocket LabRKLB
<0.1% of the fund
+2%
Philip Morris InternationalPM
<0.1% of the fund
+3%
OracleORCL
<0.1% of the fund
+20%
Goldman Sachs GroupGS
<0.1% of the fund
+3%

Cut

Sold some of their stake.

Ishares TRVLUE
4.1% of the fund
-9%
IsharesIEMG
2.8% of the fund
-4%
Ishares TRMUB
2.0% of the fund
-11%
AppleAAPL
1.3% of the fund
-3%
Ishares TRSUB
0.8% of the fund
-12%
Home DepotHD
0.2% of the fund
-4%
Vanguard BD Index FDSBND
0.2% of the fund
-4%
Advanced Micro DevicesAMD
0.2% of the fund
-25%
Vanguard Index FDSVXF
<0.1% of the fund
-8%
Invesco QQQ TRQQQ
<0.1% of the fund
-14%
S&P GlobalSPGI
<0.1% of the fund
-13%
Cisco SystemsCSCO
<0.1% of the fund
-12%
Vanguard Scottsdale FDSVGSH
<0.1% of the fund
-3%
Vanguard Scottsdale FDSVMBS
<0.1% of the fund
-3%
McDonald'sMCD
<0.1% of the fund
-4%
Ishares TRIWV
<0.1% of the fund
-3%
BoeingBA
<0.1% of the fund
-10%
Schwab Strategic TRSCHZ
<0.1% of the fund
-4%
Procter & GamblePG
<0.1% of the fund
-3%
MerckMRK
<0.1% of the fund
-3%
NetflixNFLX
<0.1% of the fund
-4%
Vanguard Whitehall FDSVYM
<0.1% of the fund
-15%
ChevronCVX
<0.1% of the fund
-4%
Ishares TRIEFA
<0.1% of the fund
-11%
VertexVERX
<0.1% of the fund
-9%

Sold out

Sold their entire stake.

Centessa Pharmaceuticals
-100%
First TR Exchange Traded FDAIRR
-100%
ComcastCMCSA
-100%
Palantir TechnologiesPLTR
-100%
Waste ManagementWM
-100%
Gilead SciencesGILD
-100%
NextEra EnergyNEE
-100%

Holdings

Schwab Strategic TRSCHX
Share
12.7%
Value
$105m
Shares
3,567,346
Held
Dimensional ETF TrustDFAC
Share
12.6%
Value
$104m
Shares
2,351,350
Held
Ishares TRAGG
Share
11.9%
Value
$98m
Shares
994,500
+5%
Dimensional ETF TrustDFAU
Share
7.1%
Value
$59m
Shares
1,134,778
Held
Ishares TRIVW
Share
4.6%
Value
$38m
Shares
275,265
Held
Ishares TREFG
Share
4.3%
Value
$36m
Shares
288,300
+3%
Ishares TRVLUE
Share
4.1%
Value
$34m
Shares
170,213
-9%
Ishares TRIXUS
Share
3.9%
Value
$32m
Shares
336,456
Held
Dimensional ETF TrustDFAX
Share
3.8%
Value
$31m
Shares
844,650
Held
Ishares TRMBB
Share
3.4%
Value
$28m
Shares
297,555
+6%
Schwab Strategic TRSCHB
Share
3.3%
Value
$27m
Shares
937,426
Held
Ishares TRQUAL
Share
3.1%
Value
$25m
Shares
115,000
Held
IsharesIEMG
Share
2.8%
Value
$23m
Shares
276,484
-4%
Ishares TREFV
Share
2.2%
Value
$18m
Shares
241,314
+2%
Ishares TRMUB
Share
2.0%
Value
$16m
Shares
152,797
-11%
Schwab Strategic TRSCHO
Share
1.7%
Value
$14m
Shares
582,657
+7%
Ishares TRIWM
Share
1.4%
Value
$11m
Shares
38,156
Held
AppleAAPL
Share
1.3%
Value
$11m
Shares
36,455
-3%
PPG IndustriesPPG
Share
1.1%
Value
$9m
Shares
78,167
Held
Schwab Strategic TRSCHM
Share
1.0%
Value
$9m
Shares
230,886
Held
Vanguard Index FDSVTI
Share
0.8%
Value
$7m
Shares
18,686
+217%
Ishares TRSUB
Share
0.8%
Value
$7m
Shares
61,596
-12%
Dimensional ETF TrustDFAS
Share
0.7%
Value
$6m
Shares
70,708
Held
Ishares TRIVV
Share
0.6%
Value
$5m
Shares
6,759
Held
NvidiaNVDA
Share
0.5%
Value
$4m
Shares
21,787
+3%
MicrosoftMSFT
Share
0.3%
Value
$3m
Shares
7,447
+4%
Vanguard Index FDSVOO
Share
0.3%
Value
$3m
Shares
3,640
+2%
Vanguard Intl Equity Index FVEU
Share
0.3%
Value
$2m
Shares
29,289
Held
Amazon.comAMZN
Share
0.3%
Value
$2m
Shares
8,881
+7%
Vanguard MUN BD FDSVTEB
Share
0.3%
Value
$2m
Shares
41,159
Held
AlphabetGOOGL
Share
0.2%
Value
$2m
Shares
5,174
+3%
Home DepotHD
Share
0.2%
Value
$2m
Shares
5,222
-4%
Texas InstrumentsTXN
Share
0.2%
Value
$2m
Shares
6,030
Held
NVRNVR
Share
0.2%
Value
$2m
Shares
262
Held
Vanguard Star FDSVXUS
Share
0.2%
Value
$2m
Shares
20,809
+3%
Ishares TRITOT
Share
0.2%
Value
$2m
Shares
9,531
Held
BroadcomAVGO
Share
0.2%
Value
$1m
Shares
3,898
+3%
Vanguard BD Index FDSBND
Share
0.2%
Value
$1m
Shares
19,139
-4%
MeridianMRBK
Share
0.2%
Value
$1m
Shares
66,850
Held
AlphabetGOOG
Share
0.2%
Value
$1m
Shares
3,752
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$1m
Shares
2,273
-25%
Ishares TRIUSB
Share
0.1%
Value
$1m
Shares
26,791
+27%
Schwab Strategic TRSCHD
Share
0.1%
Value
$1m
Shares
35,975
Held
Meta PlatformsMETA
Share
0.1%
Value
$1m
Shares
1,857
+4%
Micron TechnologyMU
Share
0.1%
Value
$964,603
Shares
836
+19%
TeslaTSLA
Share
0.1%
Value
$960,652
Shares
2,284
+13%
Vanguard Index FDSVB
Share
0.1%
Value
$955,465
Shares
3,152
Held
JPMorgan ChaseJPM
Share
0.1%
Value
$928,308
Shares
2,836
Held
Spdr Gold TRGLD
Share
0.1%
Value
$899,584
Shares
2,442
Held
Johnson & JohnsonJNJ
Share
0.1%
Value
$839,626
Shares
3,306
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$777,679
Shares
5,688
Held
Vanguard World FDVGT
Share
<0.1%
Value
$752,541
Shares
6,296
Held
Berkshire Hathaway INC DELBRK-A
Share
<0.1%
Value
$748,850
Shares
1
Held
Community Financial SystemCBU
Share
<0.1%
Value
$730,950
Shares
10,890
Held
Eli LillyLLY
Share
<0.1%
Value
$727,656
Shares
607
+5%
AbbVieABBV
Share
<0.1%
Value
$706,439
Shares
2,807
Held
Fulton FinancialFULT
Share
<0.1%
Value
$666,242
Shares
27,542
Held
Vanguard Index FDSVTV
Share
<0.1%
Value
$654,008
Shares
3,001
Held
Vanguard Index FDSVO
Share
<0.1%
Value
$623,451
Shares
7,738
+3%
Vanguard Specialized FundsVIG
Share
<0.1%
Value
$615,229
Shares
2,600
Held
Vanguard Index FDSVXF
Share
<0.1%
Value
$590,412
Shares
2,398
-8%
Invesco QQQ TRQQQ
Share
<0.1%
Value
$581,546
Shares
790
-14%
WalmartWMT
Share
<0.1%
Value
$537,872
Shares
4,749
Held
IsharesESGE
Share
<0.1%
Value
$537,658
Shares
9,831
Held
Colgate-PalmoliveCL
Share
<0.1%
Value
$534,832
Shares
5,834
+4%
Applied MaterialsAMAT
Share
<0.1%
Value
$517,428
Shares
716
Held
S&P GlobalSPGI
Share
<0.1%
Value
$515,338
Shares
1,265
-13%
Cisco SystemsCSCO
Share
<0.1%
Value
$495,604
Shares
4,219
-12%
VisaV
Share
<0.1%
Value
$492,221
Shares
1,435
+6%
Schwab Strategic TRSCHA
Share
<0.1%
Value
$478,773
Shares
13,251
Held
Vanguard Scottsdale FDSVGSH
Share
<0.1%
Value
$469,849
Shares
8,073
-3%
Vanguard Scottsdale FDSVMBS
Share
<0.1%
Value
$469,130
Shares
10,022
-3%
Vanguard Index FDSVUG
Share
<0.1%
Value
$468,258
Shares
5,436
Held
State STR Spdr S&P 500 ETF TSPY
Share
<0.1%
Value
$467,807
Shares
626
Held
McDonald'sMCD
Share
<0.1%
Value
$460,879
Shares
1,705
-4%
Ishares TRIWB
Share
<0.1%
Value
$455,037
Shares
1,111
Held
IntelINTC
Share
<0.1%
Value
$425,360
Shares
3,046
New
Rocket LabRKLB
Share
<0.1%
Value
$422,967
Shares
4,161
+2%
Lockheed MartinLMT
Share
<0.1%
Value
$421,517
Shares
827
Held
RTXRTX
Share
<0.1%
Value
$420,758
Shares
2,218
Held
CaterpillarCAT
Share
<0.1%
Value
$418,071
Shares
393
Held
Lowe's CompaniesLOW
Share
<0.1%
Value
$404,968
Shares
1,837
Held
Philip Morris InternationalPM
Share
<0.1%
Value
$404,033
Shares
2,233
+3%
OracleORCL
Share
<0.1%
Value
$386,453
Shares
2,637
+20%
Ishares TRIWV
Share
<0.1%
Value
$368,167
Shares
863
-3%
Bank of AmericaBAC
Share
<0.1%
Value
$352,839
Shares
6,192
Held
Vanguard Tax-Managed FDSVEA
Share
<0.1%
Value
$351,975
Shares
4,940
Held
Costco WholesaleCOST
Share
<0.1%
Value
$351,752
Shares
376
Held
BoeingBA
Share
<0.1%
Value
$347,363
Shares
1,605
-10%
Select Sector Spdr TRXLK
Share
<0.1%
Value
$343,865
Shares
1,805
Held
Dimensional ETF TrustDFUS
Share
<0.1%
Value
$336,692
Shares
4,109
Held
Lam ResearchLRCX
Share
<0.1%
Value
$321,531
Shares
742
New
UnitedHealth GroupUNH
Share
<0.1%
Value
$320,313
Shares
771
New
MastercardMA
Share
<0.1%
Value
$317,499
Shares
618
Held
PNC Financial Services GroupPNC
Share
<0.1%
Value
$314,705
Shares
1,278
Held
SandiskSNDK
Share
<0.1%
Value
$311,502
Shares
137
New
Schwab Strategic TRSCHZ
Share
<0.1%
Value
$300,829
Shares
13,006
-4%
Goldman Sachs GroupGS
Share
<0.1%
Value
$291,613
Shares
288
+3%
Procter & GamblePG
Share
<0.1%
Value
$289,322
Shares
1,973
-3%
MerckMRK
Share
<0.1%
Value
$274,134
Shares
2,133
-3%

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHX	12.7%	$105m	3,567,346	Held
Dimensional ETF TrustDFAC	12.6%	$104m	2,351,350	Held
Ishares TRAGG	11.9%	$98m	994,500	+5%
Dimensional ETF TrustDFAU	7.1%	$59m	1,134,778	Held
Ishares TRIVW	4.6%	$38m	275,265	Held
Ishares TREFG	4.3%	$36m	288,300	+3%
Ishares TRVLUE	4.1%	$34m	170,213	-9%
Ishares TRIXUS	3.9%	$32m	336,456	Held
Dimensional ETF TrustDFAX	3.8%	$31m	844,650	Held
Ishares TRMBB	3.4%	$28m	297,555	+6%
Schwab Strategic TRSCHB	3.3%	$27m	937,426	Held
Ishares TRQUAL	3.1%	$25m	115,000	Held
IsharesIEMG	2.8%	$23m	276,484	-4%
Ishares TREFV	2.2%	$18m	241,314	+2%
Ishares TRMUB	2.0%	$16m	152,797	-11%
Schwab Strategic TRSCHO	1.7%	$14m	582,657	+7%
Ishares TRIWM	1.4%	$11m	38,156	Held
AppleAAPL	1.3%	$11m	36,455	-3%
PPG IndustriesPPG	1.1%	$9m	78,167	Held
Schwab Strategic TRSCHM	1.0%	$9m	230,886	Held
Vanguard Index FDSVTI	0.8%	$7m	18,686	+217%
Ishares TRSUB	0.8%	$7m	61,596	-12%
Dimensional ETF TrustDFAS	0.7%	$6m	70,708	Held
Ishares TRIVV	0.6%	$5m	6,759	Held
NvidiaNVDA	0.5%	$4m	21,787	+3%
MicrosoftMSFT	0.3%	$3m	7,447	+4%
Vanguard Index FDSVOO	0.3%	$3m	3,640	+2%
Vanguard Intl Equity Index FVEU	0.3%	$2m	29,289	Held
Amazon.comAMZN	0.3%	$2m	8,881	+7%
Vanguard MUN BD FDSVTEB	0.3%	$2m	41,159	Held
AlphabetGOOGL	0.2%	$2m	5,174	+3%
Home DepotHD	0.2%	$2m	5,222	-4%
Texas InstrumentsTXN	0.2%	$2m	6,030	Held
NVRNVR	0.2%	$2m	262	Held
Vanguard Star FDSVXUS	0.2%	$2m	20,809	+3%
Ishares TRITOT	0.2%	$2m	9,531	Held
BroadcomAVGO	0.2%	$1m	3,898	+3%
Vanguard BD Index FDSBND	0.2%	$1m	19,139	-4%
MeridianMRBK	0.2%	$1m	66,850	Held
AlphabetGOOG	0.2%	$1m	3,752	Held
Advanced Micro DevicesAMD	0.2%	$1m	2,273	-25%
Ishares TRIUSB	0.1%	$1m	26,791	+27%
Schwab Strategic TRSCHD	0.1%	$1m	35,975	Held
Meta PlatformsMETA	0.1%	$1m	1,857	+4%
Micron TechnologyMU	0.1%	$964,603	836	+19%
TeslaTSLA	0.1%	$960,652	2,284	+13%
Vanguard Index FDSVB	0.1%	$955,465	3,152	Held
JPMorgan ChaseJPM	0.1%	$928,308	2,836	Held
Spdr Gold TRGLD	0.1%	$899,584	2,442	Held
Johnson & JohnsonJNJ	0.1%	$839,626	3,306	Held
ExxonMobil HoldingsXOM	<0.1%	$777,679	5,688	Held
Vanguard World FDVGT	<0.1%	$752,541	6,296	Held
Berkshire Hathaway INC DELBRK-A	<0.1%	$748,850	1	Held
Community Financial SystemCBU	<0.1%	$730,950	10,890	Held
Eli LillyLLY	<0.1%	$727,656	607	+5%
AbbVieABBV	<0.1%	$706,439	2,807	Held
Fulton FinancialFULT	<0.1%	$666,242	27,542	Held
Vanguard Index FDSVTV	<0.1%	$654,008	3,001	Held
Vanguard Index FDSVO	<0.1%	$623,451	7,738	+3%
Vanguard Specialized FundsVIG	<0.1%	$615,229	2,600	Held
Vanguard Index FDSVXF	<0.1%	$590,412	2,398	-8%
Invesco QQQ TRQQQ	<0.1%	$581,546	790	-14%
WalmartWMT	<0.1%	$537,872	4,749	Held
IsharesESGE	<0.1%	$537,658	9,831	Held
Colgate-PalmoliveCL	<0.1%	$534,832	5,834	+4%
Applied MaterialsAMAT	<0.1%	$517,428	716	Held
S&P GlobalSPGI	<0.1%	$515,338	1,265	-13%
Cisco SystemsCSCO	<0.1%	$495,604	4,219	-12%
VisaV	<0.1%	$492,221	1,435	+6%
Schwab Strategic TRSCHA	<0.1%	$478,773	13,251	Held
Vanguard Scottsdale FDSVGSH	<0.1%	$469,849	8,073	-3%
Vanguard Scottsdale FDSVMBS	<0.1%	$469,130	10,022	-3%
Vanguard Index FDSVUG	<0.1%	$468,258	5,436	Held
State STR Spdr S&P 500 ETF TSPY	<0.1%	$467,807	626	Held
McDonald'sMCD	<0.1%	$460,879	1,705	-4%
Ishares TRIWB	<0.1%	$455,037	1,111	Held
IntelINTC	<0.1%	$425,360	3,046	New
Rocket LabRKLB	<0.1%	$422,967	4,161	+2%
Lockheed MartinLMT	<0.1%	$421,517	827	Held
RTXRTX	<0.1%	$420,758	2,218	Held
CaterpillarCAT	<0.1%	$418,071	393	Held
Lowe's CompaniesLOW	<0.1%	$404,968	1,837	Held
Philip Morris InternationalPM	<0.1%	$404,033	2,233	+3%
OracleORCL	<0.1%	$386,453	2,637	+20%
Ishares TRIWV	<0.1%	$368,167	863	-3%
Bank of AmericaBAC	<0.1%	$352,839	6,192	Held
Vanguard Tax-Managed FDSVEA	<0.1%	$351,975	4,940	Held
Costco WholesaleCOST	<0.1%	$351,752	376	Held
BoeingBA	<0.1%	$347,363	1,605	-10%
Select Sector Spdr TRXLK	<0.1%	$343,865	1,805	Held
Dimensional ETF TrustDFUS	<0.1%	$336,692	4,109	Held
Lam ResearchLRCX	<0.1%	$321,531	742	New
UnitedHealth GroupUNH	<0.1%	$320,313	771	New
MastercardMA	<0.1%	$317,499	618	Held
PNC Financial Services GroupPNC	<0.1%	$314,705	1,278	Held
SandiskSNDK	<0.1%	$311,502	137	New
Schwab Strategic TRSCHZ	<0.1%	$300,829	13,006	-4%
Goldman Sachs GroupGS	<0.1%	$291,613	288	+3%
Procter & GamblePG	<0.1%	$289,322	1,973	-3%
MerckMRK	<0.1%	$274,134	2,133	-3%

Showing the largest 100 of 125.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.8% since 30 June 2025.

Where the money is

Technology3.3%

Materials1.2%

Retail & consumer0.9%

Financial services0.8%

Media & telecom0.5%

Health care0.4%

Industrials0.3%

Everyday goods0.3%

Energy0.1%

Utilities0.1%

Real estate0.0%

Other92.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.