Filed: 11/13/2025ACC: 0001951757-25-001412
📋 What this filing means
MERIDIAN WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $726.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$726.58M
Total AUM (reported)
13.71M
Total Shares
Allocation by class
US CORE EQUITY 2$102.25M14.1%
US LRG CAP ETF$89.94M12.4%
CORE US AGGBD ET$86.13M11.9%
US CORE EQT MKT$50.86M7.0%
COM$47.28M6.5%
S&P 500 GRWT ETF$31.15M4.3%
EAFE GRWTH ETF$29.93M4.1%
Portfolio Concentration
Top 3$278.32M38.3%
4–10$213.81M29.4%
11–25$174.85M24.1%
Rest$59.60M8.2%
Top 3 weight
38.3%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 13.71M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
116.98K
shares
% of voting shares0.9%
None
No voting authority
13.59M
shares
% of voting shares99.1%
Investment Discretion (by position count)
Sole58
Shared0
Other55
Dominant voting typeNone · 99.1% of voting shares
Institutional Holdings113
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.65M
TypeSH
Market value$102.25M
14.07%
Sole
0.00
Shared
0.00
None
2.65M
SCHWAB STRATEGIC TR
SOLEShares3.41M
TypeSH
Market value$89.94M
12.38%
Sole
0.00
Shared
0.00
None
3.41M
ISHARES TR
SOLEShares859.17K
TypeSH
Market value$86.13M
11.85%
Sole
0.00
Shared
0.00
None
859.17K
DIMENSIONAL ETF TRUST
SOLEShares1.11M
TypeSH
Market value$50.86M
7.00%
Sole
0.00
Shared
0.00
None
1.11M
ISHARES TR
SOLEShares258.04K
TypeSH
Market value$31.15M
4.29%
Sole
0.00
Shared
0.00
None
258.04K
ISHARES TR
SOLEShares262.86K
TypeSH
Market value$29.93M
4.12%
Sole
0.00
Shared
0.00
None
262.86K
DIMENSIONAL ETF TRUST
SOLEShares945.80K
TypeSH
Market value$29.68M
4.08%
Sole
0.00
Shared
0.00
None
945.80K
ISHARES TR
SOLEShares259.90K
TypeSH
Market value$24.73M
3.40%
Sole
0.00
Shared
0.00
None
259.90K
ISHARES TR
SOLEShares295.18K
TypeSH
Market value$24.38M
3.35%
Sole
0.00
Shared
0.00
None
295.18K
SCHWAB STRATEGIC TR
SOLEShares897.72K
TypeSH
Market value$23.08M
3.18%
Sole
0.00
Shared
0.00
None
897.72K
ISHARES TR
SOLEShares182.12K
TypeSH
Market value$22.77M
3.13%
Sole
0.00
Shared
0.00
None
182.12K
ISHARES TR
SOLEShares113.10K
TypeSH
Market value$22.00M
3.03%
Sole
0.00
Shared
0.00
None
113.10K
ISHARES TR
SOLEShares200.09K
TypeSH
Market value$21.31M
2.93%
Sole
0.00
Shared
0.00
None
200.09K
ISHARES INC
SOLEShares284.73K
TypeSH
Market value$18.77M
2.58%
Sole
0.00
Shared
0.00
None
284.73K
ISHARES TR
SOLEShares234.66K
TypeSH
Market value$15.92M
2.19%
Sole
0.00
Shared
0.00
None
234.66K
SCHWAB STRATEGIC TR
SOLEShares498.39K
TypeSH
Market value$12.16M
1.67%
Sole
0.00
Shared
0.00
None
498.39K
APPLE INC
DFNDShares38.45K
TypeSH
Market value$9.79M
1.35%
Sole
0.00
Shared
19.13K
None
19.33K
ISHARES TR
SOLEShares40.09K
TypeSH
Market value$9.70M
1.34%
Sole
0.00
Shared
0.00
None
40.09K
PPG INDS INC
DFNDShares82.40K
TypeSH
Market value$8.66M
1.19%
Sole
0.00
Shared
232.00
None
82.17K
ISHARES TR
SOLEShares75.35K
TypeSH
Market value$8.05M
1.11%
Sole
0.00
Shared
0.00
None
75.35K
SCHWAB STRATEGIC TR
SOLEShares265.51K
TypeSH
Market value$7.87M
1.08%
Sole
0.00
Shared
0.00
None
265.51K
ISHARES TR
SOLEShares7.24K
TypeSH
Market value$4.85M
0.67%
Sole
0.00
Shared
0.00
None
7.24K
VANGUARD MUN BD FDS
SOLEShares93.01K
TypeSH
Market value$4.66M
0.64%
Sole
0.00
Shared
0.00
None
93.01K
VANGUARD INDEX FDS
SOLEShares13.86K
TypeSH
Market value$4.55M
0.63%
Sole
0.00
Shared
0.00
None
13.86K
DIMENSIONAL ETF TRUST
SOLEShares55.56K
TypeSH
Market value$3.80M
0.52%
Sole
0.00
Shared
0.00
None
55.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.65M | SH | $102.25M 14.07% | 0.00 | 0.00 | 2.65M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 3.41M | SH | $89.94M 12.38% | 0.00 | 0.00 | 3.41M |
ISHARES TRSOLE | CORE US AGGBD ET | 859.17K | SH | $86.13M 11.85% | 0.00 | 0.00 | 859.17K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.11M | SH | $50.86M 7.00% | 0.00 | 0.00 | 1.11M |
ISHARES TRSOLE | S&P 500 GRWT ETF | 258.04K | SH | $31.15M 4.29% | 0.00 | 0.00 | 258.04K |
ISHARES TRSOLE | EAFE GRWTH ETF | 262.86K | SH | $29.93M 4.12% | 0.00 | 0.00 | 262.86K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 945.80K | SH | $29.68M 4.08% | 0.00 | 0.00 | 945.80K |
ISHARES TRSOLE | MBS ETF | 259.90K | SH | $24.73M 3.40% | 0.00 | 0.00 | 259.90K |
ISHARES TRSOLE | CORE MSCI TOTAL | 295.18K | SH | $24.38M 3.35% | 0.00 | 0.00 | 295.18K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 897.72K | SH | $23.08M 3.18% | 0.00 | 0.00 | 897.72K |
ISHARES TRSOLE | MSCI USA VALUE | 182.12K | SH | $22.77M 3.13% | 0.00 | 0.00 | 182.12K |
ISHARES TRSOLE | MSCI USA QLT FCT | 113.10K | SH | $22.00M 3.03% | 0.00 | 0.00 | 113.10K |
ISHARES TRSOLE | NATIONAL MUN ETF | 200.09K | SH | $21.31M 2.93% | 0.00 | 0.00 | 200.09K |
ISHARES INCSOLE | CORE MSCI EMKT | 284.73K | SH | $18.77M 2.58% | 0.00 | 0.00 | 284.73K |
ISHARES TRSOLE | EAFE VALUE ETF | 234.66K | SH | $15.92M 2.19% | 0.00 | 0.00 | 234.66K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 498.39K | SH | $12.16M 1.67% | 0.00 | 0.00 | 498.39K |
APPLE INCDFND | COM | 38.45K | SH | $9.79M 1.35% | 0.00 | 19.13K | 19.33K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 40.09K | SH | $9.70M 1.34% | 0.00 | 0.00 | 40.09K |
PPG INDS INCDFND | COM | 82.40K | SH | $8.66M 1.19% | 0.00 | 232.00 | 82.17K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 75.35K | SH | $8.05M 1.11% | 0.00 | 0.00 | 75.35K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 265.51K | SH | $7.87M 1.08% | 0.00 | 0.00 | 265.51K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.24K | SH | $4.85M 0.67% | 0.00 | 0.00 | 7.24K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 93.01K | SH | $4.66M 0.64% | 0.00 | 0.00 | 93.01K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.86K | SH | $4.55M 0.63% | 0.00 | 0.00 | 13.86K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 55.56K | SH | $3.80M 0.52% | 0.00 | 0.00 | 55.56K |
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