MERIDIAN WEALTH PARTNERS, LLC

Filed: 2/11/2025ACC: 0001951757-25-000237

📋 What this filing means

MERIDIAN WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $659.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

106

Positions

$659.12M

Total AUM (reported)

14.02M

Total Shares

Allocation by class

US CORE EQUITY 2$99.16M15.0%

US CORE EQT MKT$74.78M11.3%

CORE US AGGBD ET$74.33M11.3%

US LRG CAP ETF$69.37M10.5%

COM$57.85M8.8%

WORLD EX US CORE$24.92M3.8%

NATIONAL MUN ETF$23.47M3.6%

Portfolio Concentration

Top 3$248.26M37.7%

4–10$198.87M30.2%

11–25$154.12M23.4%

Rest$57.87M8.8%

Top 3 weight

37.7%

Top 10 weight

67.8%

Voting Authority Distribution

Total shares with voting rights: 14.02M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

121.39K

% of voting shares0.9%

None

No voting authority

13.90M

% of voting shares99.1%

Investment Discretion (by position count)

Sole53

Shared0

Other53

Dominant voting typeNone · 99.1% of voting shares

Institutional Holdings106

Rows:

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares2.87M

TypeSH

Market value$99.16M

15.04%

Sole

0.00

Shared

0.00

None

2.87M

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares1.85M

TypeSH

Market value$74.78M

11.34%

Sole

0.00

Shared

0.00

None

1.85M

ISHARES TR

SOLE

CORE US AGGBD ET

Shares767.10K

TypeSH

Market value$74.33M

11.28%

Sole

0.00

Shared

0.00

None

767.10K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares2.99M

TypeSH

Market value$69.37M

10.52%

Sole

0.00

Shared

0.00

None

2.99M

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares1M

TypeSH

Market value$24.92M

3.78%

Sole

0.00

Shared

0.00

None

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares220.29K

TypeSH

Market value$23.47M

3.56%

Sole

0.00

Shared

0.00

None

220.29K

ISHARES TR

SOLE

MBS ETF

Shares230.32K

TypeSH

Market value$21.12M

3.20%

Sole

0.00

Shared

0.00

None

230.32K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares210.14K

TypeSH

Market value$20.35M

3.09%

Sole

0.00

Shared

0.00

None

210.14K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares877.44K

TypeSH

Market value$19.92M

3.02%

Sole

0.00

Shared

0.00

None

877.44K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares110.76K

TypeSH

Market value$19.72M

2.99%

Sole

0.00

Shared

0.00

None

110.76K

ISHARES TR

SOLE

MSCI USA VALUE

Shares167.14K

TypeSH

Market value$17.65M

2.68%

Sole

0.00

Shared

0.00

None

167.14K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares264.72K

TypeSH

Market value$17.51M

2.66%

Sole

0.00

Shared

0.00

None

264.72K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares168.19K

TypeSH

Market value$17.08M

2.59%

Sole

0.00

Shared

0.00

None

168.19K

PPG INDS INC

DFND

COM

Shares130.25K

TypeSH

Market value$15.56M

2.36%

Sole

0.00

Shared

151.00

None

130.10K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares242.43K

TypeSH

Market value$12.66M

1.92%

Sole

0.00

Shared

0.00

None

242.43K

APPLE INC

DFND

COM

Shares44.56K

TypeSH

Market value$11.16M

1.69%

Sole

0.00

Shared

19.39K

None

25.16K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares449.11K

TypeSH

Market value$10.81M

1.64%

Sole

0.00

Shared

0.00

None

449.11K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares42K

TypeSH

Market value$9.28M

1.41%

Sole

0.00

Shared

0.00

None

42K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares169.44K

TypeSH

Market value$8.89M

1.35%

Sole

0.00

Shared

0.00

None

169.44K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares81.19K

TypeSH

Market value$8.56M

1.30%

Sole

0.00

Shared

0.00

None

81.19K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares272.56K

TypeSH

Market value$7.55M

1.15%

Sole

0.00

Shared

0.00

None

272.56K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares8.73K

TypeSH

Market value$5.14M

0.78%

Sole

0.00

Shared

0.00

None

8.73K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares94.65K

TypeSH

Market value$4.74M

0.72%

Sole

0.00

Shared

0.00

None

94.65K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares15.03K

TypeSH

Market value$4.36M

0.66%

Sole

0.00

Shared

0.00

None

15.03K

MICROSOFT CORP

DFND

COM

Shares7.55K

TypeSH

Market value$3.18M

0.48%

Sole

0.00

Shared

5.52K

None

2.03K

Issuer	Class	Shares	Type	Value / Portfolio %	Shared	None
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	2.87M	SH	$99.16M 15.04%	0.00	2.87M
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	1.85M	SH	$74.78M 11.34%	0.00	1.85M
ISHARES TRSOLE	CORE US AGGBD ET	767.10K	SH	$74.33M 11.28%	0.00	767.10K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	2.99M	SH	$69.37M 10.52%	0.00	2.99M
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	1M	SH	$24.92M 3.78%	0.00	1M
ISHARES TRSOLE	NATIONAL MUN ETF	220.29K	SH	$23.47M 3.56%	0.00	220.29K
ISHARES TRSOLE	MBS ETF	230.32K	SH	$21.12M 3.20%	0.00	230.32K
ISHARES TRSOLE	EAFE GRWTH ETF	210.14K	SH	$20.35M 3.09%	0.00	210.14K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	877.44K	SH	$19.92M 3.02%	0.00	877.44K
ISHARES TRSOLE	MSCI USA QLT FCT	110.76K	SH	$19.72M 2.99%	0.00	110.76K
ISHARES TRSOLE	MSCI USA VALUE	167.14K	SH	$17.65M 2.68%	0.00	167.14K
ISHARES TRSOLE	CORE MSCI TOTAL	264.72K	SH	$17.51M 2.66%	0.00	264.72K
ISHARES TRSOLE	S&P 500 GRWT ETF	168.19K	SH	$17.08M 2.59%	0.00	168.19K
PPG INDS INCDFND	COM	130.25K	SH	$15.56M 2.36%	151.00	130.10K
ISHARES INCSOLE	CORE MSCI EMKT	242.43K	SH	$12.66M 1.92%	0.00	242.43K
APPLE INCDFND	COM	44.56K	SH	$11.16M 1.69%	19.39K	25.16K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	449.11K	SH	$10.81M 1.64%	0.00	449.11K
ISHARES TRSOLE	RUSSELL 2000 ETF	42K	SH	$9.28M 1.41%	0.00	42K
ISHARES TRSOLE	EAFE VALUE ETF	169.44K	SH	$8.89M 1.35%	0.00	169.44K
ISHARES TRSOLE	SHRT NAT MUN ETF	81.19K	SH	$8.56M 1.30%	0.00	81.19K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	272.56K	SH	$7.55M 1.15%	0.00	272.56K
ISHARES TRSOLE	CORE S&P500 ETF	8.73K	SH	$5.14M 0.78%	0.00	8.73K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	94.65K	SH	$4.74M 0.72%	0.00	94.65K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	15.03K	SH	$4.36M 0.66%	0.00	15.03K
MICROSOFT CORPDFND	COM	7.55K	SH	$3.18M 0.48%	5.52K	2.03K

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