MERIDIAN WEALTH PARTNERS, LLC

Filed: 2/13/2026ACC: 0001951757-26-000430

📋 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 $725.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

113

Positions

$725.58M

Total AUM (reported)

13.37M

Total Shares

Allocation by class

US CORE EQUITY 2$98.46M13.6%

US LRG CAP ETF$91.65M12.6%

CORE US AGGBD ET$90.40M12.5%

US CORE EQT MKT$50.46M7.0%

COM$47.12M6.5%

S&P 500 GRWT ETF$31.98M4.4%

EAFE GRWTH ETF$30.56M4.2%

Portfolio Concentration

Top 3$280.51M38.7%

4–10$219.89M30.3%

11–25$170.82M23.5%

Rest$54.35M7.5%

Top 3 weight

38.7%

Top 10 weight

69.0%

Voting Authority Distribution

Total shares with voting rights: 13.37M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

126.54K

% of voting shares0.9%

None

No voting authority

13.25M

% of voting shares99.1%

Investment Discretion (by position count)

Sole54

Shared0

Other59

Dominant voting typeNone · 99.1% of voting shares

Institutional Holdings113

Rows:

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares2.49M

TypeSH

Market value$98.46M

13.57%

Sole

0.00

Shared

0.00

None

2.49M

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares3.41M

TypeSH

Market value$91.65M

12.63%

Sole

0.00

Shared

0.00

None

3.41M

ISHARES TR

SOLE

CORE US AGGBD ET

Shares905.12K

TypeSH

Market value$90.40M

12.46%

Sole

0.00

Shared

0.00

None

905.12K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares1.08M

TypeSH

Market value$50.46M

6.95%

Sole

0.00

Shared

0.00

None

1.08M

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares259.48K

TypeSH

Market value$31.98M

4.41%

Sole

0.00

Shared

0.00

None

259.48K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares268.25K

TypeSH

Market value$30.56M

4.21%

Sole

0.00

Shared

0.00

None

268.25K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares884.89K

TypeSH

Market value$28.96M

3.99%

Sole

0.00

Shared

0.00

None

884.89K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares322.21K

TypeSH

Market value$27.27M

3.76%

Sole

0.00

Shared

0.00

None

322.21K

ISHARES TR

SOLE

MBS ETF

Shares268.26K

TypeSH

Market value$25.54M

3.52%

Sole

0.00

Shared

0.00

None

268.26K

ISHARES TR

SOLE

MSCI USA VALUE

Shares183.70K

TypeSH

Market value$25.12M

3.46%

Sole

0.00

Shared

0.00

None

183.70K

SCHWAB STRATEGIC TR

DFND

US BRD MKT ETF

Shares895.44K

TypeSH

Market value$23.49M

3.24%

Sole

0.00

Shared

10.79K

None

884.65K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares110.78K

TypeSH

Market value$22.00M

3.03%

Sole

0.00

Shared

0.00

None

110.78K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares281.33K

TypeSH

Market value$18.91M

2.61%

Sole

0.00

Shared

0.00

None

281.33K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares172.91K

TypeSH

Market value$18.52M

2.55%

Sole

0.00

Shared

0.00

None

172.91K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares231.10K

TypeSH

Market value$16.50M

2.27%

Sole

0.00

Shared

0.00

None

231.10K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares520.15K

TypeSH

Market value$12.68M

1.75%

Sole

0.00

Shared

0.00

None

520.15K

APPLE INC

DFND

COM

Shares36.96K

TypeSH

Market value$10.05M

1.38%

Sole

0.00

Shared

18.12K

None

18.84K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares38.02K

TypeSH

Market value$9.36M

1.29%

Sole

0.00

Shared

0.00

None

38.02K

PPG INDS INC

DFND

COM

Shares80.69K

TypeSH

Market value$8.27M

1.14%

Sole

0.00

Shared

246.00

None

80.44K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares70.47K

TypeSH

Market value$7.52M

1.04%

Sole

0.00

Shared

0.00

None

70.47K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares242.39K

TypeSH

Market value$7.29M

1.00%

Sole

0.00

Shared

0.00

None

242.39K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares6.99K

TypeSH

Market value$4.79M

0.66%

Sole

0.00

Shared

0.00

None

6.99K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares65.70K

TypeSH

Market value$4.58M

0.63%

Sole

0.00

Shared

0.00

None

65.70K

NVIDIA CORPORATION

DFND

COM

Shares19.04K

TypeSH

Market value$3.55M

0.49%

Sole

0.00

Shared

14.77K

None

4.27K

MICROSOFT CORP

DFND

COM

Shares6.87K

TypeSH

Market value$3.32M

0.46%

Sole

0.00

Shared

5.75K

None

1.12K

Issuer	Class	Shares	Type	Value / Portfolio %	Shared	None
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	2.49M	SH	$98.46M 13.57%	0.00	2.49M
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	3.41M	SH	$91.65M 12.63%	0.00	3.41M
ISHARES TRSOLE	CORE US AGGBD ET	905.12K	SH	$90.40M 12.46%	0.00	905.12K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	1.08M	SH	$50.46M 6.95%	0.00	1.08M
ISHARES TRSOLE	S&P 500 GRWT ETF	259.48K	SH	$31.98M 4.41%	0.00	259.48K
ISHARES TRSOLE	EAFE GRWTH ETF	268.25K	SH	$30.56M 4.21%	0.00	268.25K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	884.89K	SH	$28.96M 3.99%	0.00	884.89K
ISHARES TRSOLE	CORE MSCI TOTAL	322.21K	SH	$27.27M 3.76%	0.00	322.21K
ISHARES TRSOLE	MBS ETF	268.26K	SH	$25.54M 3.52%	0.00	268.26K
ISHARES TRSOLE	MSCI USA VALUE	183.70K	SH	$25.12M 3.46%	0.00	183.70K
SCHWAB STRATEGIC TRDFND	US BRD MKT ETF	895.44K	SH	$23.49M 3.24%	10.79K	884.65K
ISHARES TRSOLE	MSCI USA QLT FCT	110.78K	SH	$22.00M 3.03%	0.00	110.78K
ISHARES INCSOLE	CORE MSCI EMKT	281.33K	SH	$18.91M 2.61%	0.00	281.33K
ISHARES TRSOLE	NATIONAL MUN ETF	172.91K	SH	$18.52M 2.55%	0.00	172.91K
ISHARES TRSOLE	EAFE VALUE ETF	231.10K	SH	$16.50M 2.27%	0.00	231.10K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	520.15K	SH	$12.68M 1.75%	0.00	520.15K
APPLE INCDFND	COM	36.96K	SH	$10.05M 1.38%	18.12K	18.84K
ISHARES TRSOLE	RUSSELL 2000 ETF	38.02K	SH	$9.36M 1.29%	0.00	38.02K
PPG INDS INCDFND	COM	80.69K	SH	$8.27M 1.14%	246.00	80.44K
ISHARES TRSOLE	SHRT NAT MUN ETF	70.47K	SH	$7.52M 1.04%	0.00	70.47K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	242.39K	SH	$7.29M 1.00%	0.00	242.39K
ISHARES TRSOLE	CORE S&P500 ETF	6.99K	SH	$4.79M 0.66%	0.00	6.99K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	65.70K	SH	$4.58M 0.63%	0.00	65.70K
NVIDIA CORPORATIONDFND	COM	19.04K	SH	$3.55M 0.49%	14.77K	4.27K
MICROSOFT CORPDFND	COM	6.87K	SH	$3.32M 0.46%	5.75K	1.12K

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