Filed: 8/13/2025ACC: 0001951757-25-001074
📋 What this filing means
MERIDIAN WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $689.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
111
Positions
$689.75M
Total AUM (reported)
13.87M
Total Shares
Allocation by class
US CORE EQUITY 2$96.85M14.0%
CORE US AGGBD ET$81.74M11.9%
US CORE EQT MKT$77.27M11.2%
US LRG CAP ETF$72.09M10.5%
COM$56.11M8.1%
WORLD EX US CORE$27.92M4.0%
EAFE GRWTH ETF$23.61M3.4%
Portfolio Concentration
Top 3$255.86M37.1%
4–10$211.31M30.6%
11–25$160.26M23.2%
Rest$62.31M9.0%
Top 3 weight
37.1%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 13.87M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
121.42K
shares
% of voting shares0.9%
None
No voting authority
13.75M
shares
% of voting shares99.1%
Investment Discretion (by position count)
Sole57
Shared0
Other54
Dominant voting typeNone · 99.1% of voting shares
Institutional Holdings111
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.70M
TypeSH
Market value$96.85M
14.04%
Sole
0.00
Shared
0.00
None
2.70M
ISHARES TR
SOLEShares824.04K
TypeSH
Market value$81.74M
11.85%
Sole
0.00
Shared
0.00
None
824.04K
DIMENSIONAL ETF TRUST
SOLEShares1.82M
TypeSH
Market value$77.27M
11.20%
Sole
0.00
Shared
0.00
None
1.82M
SCHWAB STRATEGIC TR
SOLEShares2.95M
TypeSH
Market value$72.09M
10.45%
Sole
0.00
Shared
0.00
None
2.95M
DIMENSIONAL ETF TRUST
SOLEShares950.77K
TypeSH
Market value$27.92M
4.05%
Sole
0.00
Shared
0.00
None
950.77K
ISHARES TR
SOLEShares210.82K
TypeSH
Market value$23.61M
3.42%
Sole
0.00
Shared
0.00
None
210.82K
ISHARES TR
SOLEShares247.60K
TypeSH
Market value$23.25M
3.37%
Sole
0.00
Shared
0.00
None
247.60K
ISHARES TR
SOLEShares208.21K
TypeSH
Market value$21.75M
3.15%
Sole
0.00
Shared
0.00
None
208.21K
ISHARES TR
SOLEShares280.49K
TypeSH
Market value$21.68M
3.14%
Sole
0.00
Shared
0.00
None
280.49K
SCHWAB STRATEGIC TR
SOLEShares881.49K
TypeSH
Market value$21.01M
3.05%
Sole
0.00
Shared
0.00
None
881.49K
ISHARES TR
SOLEShares175.15K
TypeSH
Market value$19.83M
2.87%
Sole
0.00
Shared
0.00
None
175.15K
ISHARES TR
SOLEShares108.30K
TypeSH
Market value$19.80M
2.87%
Sole
0.00
Shared
0.00
None
108.30K
ISHARES TR
SOLEShares164.75K
TypeSH
Market value$18.14M
2.63%
Sole
0.00
Shared
0.00
None
164.75K
ISHARES INC
SOLEShares244.08K
TypeSH
Market value$14.65M
2.12%
Sole
0.00
Shared
0.00
None
244.08K
PPG INDS INC
DFNDShares128.44K
TypeSH
Market value$14.61M
2.12%
Sole
0.00
Shared
233.00
None
128.21K
SCHWAB STRATEGIC TR
SOLEShares470.19K
TypeSH
Market value$11.46M
1.66%
Sole
0.00
Shared
0.00
None
470.19K
ISHARES TR
SOLEShares167.01K
TypeSH
Market value$10.60M
1.54%
Sole
0.00
Shared
0.00
None
167.01K
ISHARES TR
SOLEShares40.55K
TypeSH
Market value$8.75M
1.27%
Sole
0.00
Shared
0.00
None
40.55K
ISHARES TR
SOLEShares79.14K
TypeSH
Market value$8.42M
1.22%
Sole
0.00
Shared
0.00
None
79.14K
APPLE INC
DFNDShares40.17K
TypeSH
Market value$8.24M
1.19%
Sole
0.00
Shared
19.66K
None
20.50K
SCHWAB STRATEGIC TR
SOLEShares272.68K
TypeSH
Market value$7.65M
1.11%
Sole
0.00
Shared
0.00
None
272.68K
ISHARES TR
SOLEShares7.98K
TypeSH
Market value$4.95M
0.72%
Sole
0.00
Shared
0.00
None
7.98K
VANGUARD MUN BD FDS
SOLEShares93.08K
TypeSH
Market value$4.56M
0.66%
Sole
0.00
Shared
0.00
None
93.08K
NVIDIA CORPORATION
DFNDShares27.73K
TypeSH
Market value$4.38M
0.64%
Sole
0.00
Shared
16.43K
None
11.30K
VANGUARD INDEX FDS
SOLEShares13.86K
TypeSH
Market value$4.21M
0.61%
Sole
0.00
Shared
0.00
None
13.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.70M | SH | $96.85M 14.04% | 0.00 | 0.00 | 2.70M |
ISHARES TRSOLE | CORE US AGGBD ET | 824.04K | SH | $81.74M 11.85% | 0.00 | 0.00 | 824.04K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.82M | SH | $77.27M 11.20% | 0.00 | 0.00 | 1.82M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 2.95M | SH | $72.09M 10.45% | 0.00 | 0.00 | 2.95M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 950.77K | SH | $27.92M 4.05% | 0.00 | 0.00 | 950.77K |
ISHARES TRSOLE | EAFE GRWTH ETF | 210.82K | SH | $23.61M 3.42% | 0.00 | 0.00 | 210.82K |
ISHARES TRSOLE | MBS ETF | 247.60K | SH | $23.25M 3.37% | 0.00 | 0.00 | 247.60K |
ISHARES TRSOLE | NATIONAL MUN ETF | 208.21K | SH | $21.75M 3.15% | 0.00 | 0.00 | 208.21K |
ISHARES TRSOLE | CORE MSCI TOTAL | 280.49K | SH | $21.68M 3.14% | 0.00 | 0.00 | 280.49K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 881.49K | SH | $21.01M 3.05% | 0.00 | 0.00 | 881.49K |
ISHARES TRSOLE | MSCI USA VALUE | 175.15K | SH | $19.83M 2.87% | 0.00 | 0.00 | 175.15K |
ISHARES TRSOLE | MSCI USA QLT FCT | 108.30K | SH | $19.80M 2.87% | 0.00 | 0.00 | 108.30K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 164.75K | SH | $18.14M 2.63% | 0.00 | 0.00 | 164.75K |
ISHARES INCSOLE | CORE MSCI EMKT | 244.08K | SH | $14.65M 2.12% | 0.00 | 0.00 | 244.08K |
PPG INDS INCDFND | COM | 128.44K | SH | $14.61M 2.12% | 0.00 | 233.00 | 128.21K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 470.19K | SH | $11.46M 1.66% | 0.00 | 0.00 | 470.19K |
ISHARES TRSOLE | EAFE VALUE ETF | 167.01K | SH | $10.60M 1.54% | 0.00 | 0.00 | 167.01K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 40.55K | SH | $8.75M 1.27% | 0.00 | 0.00 | 40.55K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 79.14K | SH | $8.42M 1.22% | 0.00 | 0.00 | 79.14K |
APPLE INCDFND | COM | 40.17K | SH | $8.24M 1.19% | 0.00 | 19.66K | 20.50K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 272.68K | SH | $7.65M 1.11% | 0.00 | 0.00 | 272.68K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.98K | SH | $4.95M 0.72% | 0.00 | 0.00 | 7.98K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 93.08K | SH | $4.56M 0.66% | 0.00 | 0.00 | 93.08K |
NVIDIA CORPORATIONDFND | COM | 27.73K | SH | $4.38M 0.64% | 0.00 | 16.43K | 11.30K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.86K | SH | $4.21M 0.61% | 0.00 | 0.00 | 13.86K |
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