Meridian Wealth Partners, LLC
CIK: 0001781942SEC EDGAR →
Portfolio Value
$725.6M
Holdings
113
As of
Q4 2025
New Positions
113
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,487,016 | $98.5M | 13.57% |
| 2 | SCHWAB STRATEGIC TR | 3,405,743 | $91.6M | 12.63% |
| 3 | ISHARES TR | 905,119 | $90.4M | 12.46% |
| 4 | DIMENSIONAL ETF TRUST | 1,078,128 | $50.5M | 6.95% |
| 5 | ISHARES TR | 259,483 | $32.0M | 4.41% |
| 6 | ISHARES TR | 268,250 | $30.6M | 4.21% |
| 7 | DIMENSIONAL ETF TRUST | 884,890 | $29.0M | 3.99% |
| 8 | ISHARES TR | 322,208 | $27.3M | 3.76% |
| 9 | ISHARES TR | 268,260 | $25.5M | 3.52% |
| 10 | ISHARES TR | 183,699 | $25.1M | 3.46% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $675.4M | 93.1% |
| Technology | 11 | $21.4M | 2.9% |
| Basic Materials | 1 | $8.3M | 1.1% |
| Consumer Cyclical | 5 | $5.5M | 0.8% |
| Communication Services | 5 | $4.5M | 0.6% |
| Unknown | 7 | $3.2M | 0.4% |
| Healthcare | 8 | $3.1M | 0.4% |
| Industrials | 6 | $1.6M | 0.2% |
| Consumer Defensive | 4 | $1.3M | 0.2% |
| Energy | 1 | $663K | 0.1% |
| Utilities | 2 | $418K | 0.1% |
| Real Estate | 1 | $204K | 0.0% |