Filed: 5/14/2026ACC: 0001951757-26-000860
📋 What this filing means
MERIDIAN WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $728.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$728.56M
Total AUM (reported)
13.55M
Total Shares
Allocation by class
CORE US AGGBD ET$93.63M12.9%
US CORE EQUITY 2$92.51M12.7%
US LRG CAP ETF$89.75M12.3%
US CORE EQT MKT$50.32M6.9%
COM$49.55M6.8%
EAFE GRWTH ETF$31.04M4.3%
S&P 500 GRWT ETF$30.83M4.2%
Portfolio Concentration
Top 3$275.89M37.9%
4–10$223.08M30.6%
11–25$171.67M23.6%
Rest$57.93M8.0%
Top 3 weight
37.9%
Top 10 weight
68.5%
Voting Authority Distribution
Total shares with voting rights: 13.55M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
137.33K
shares
% of voting shares1.0%
None
No voting authority
13.41M
shares
% of voting shares99.0%
Investment Discretion (by position count)
Sole56
Shared0
Other62
Dominant voting typeNone · 99.0% of voting shares
Institutional Holdings118
Rows:
ISHARES TR
SOLEShares943.17K
TypeSH
Market value$93.63M
12.85%
Sole
0.00
Shared
0.00
None
943.17K
DIMENSIONAL ETF TRUST
SOLEShares2.38M
TypeSH
Market value$92.51M
12.70%
Sole
0.00
Shared
0.00
None
2.38M
SCHWAB STRATEGIC TR
SOLEShares3.50M
TypeSH
Market value$89.75M
12.32%
Sole
0.00
Shared
0.00
None
3.50M
DIMENSIONAL ETF TRUST
SOLEShares1.12M
TypeSH
Market value$50.32M
6.91%
Sole
0.00
Shared
0.00
None
1.12M
ISHARES TR
SOLEShares278.71K
TypeSH
Market value$31.04M
4.26%
Sole
0.00
Shared
0.00
None
278.71K
ISHARES TR
SOLEShares272.54K
TypeSH
Market value$30.83M
4.23%
Sole
0.00
Shared
0.00
None
272.54K
DIMENSIONAL ETF TRUST
SOLEShares852.47K
TypeSH
Market value$28.96M
3.97%
Sole
0.00
Shared
0.00
None
852.47K
ISHARES TR
SOLEShares332.81K
TypeSH
Market value$28.83M
3.96%
Sole
0.00
Shared
0.00
None
332.81K
ISHARES TR
SOLEShares280.33K
TypeSH
Market value$26.62M
3.65%
Sole
0.00
Shared
0.00
None
280.33K
ISHARES TR
SOLEShares186.23K
TypeSH
Market value$26.48M
3.63%
Sole
0.00
Shared
0.00
None
186.23K
SCHWAB STRATEGIC TR
DFNDShares921.28K
TypeSH
Market value$23.12M
3.17%
Sole
0.00
Shared
10.79K
None
910.50K
ISHARES TR
SOLEShares113.41K
TypeSH
Market value$21.75M
2.99%
Sole
0.00
Shared
0.00
None
113.41K
ISHARES INC
SOLEShares286.94K
TypeSH
Market value$20.01M
2.75%
Sole
0.00
Shared
0.00
None
286.94K
ISHARES TR
SOLEShares171.62K
TypeSH
Market value$18.22M
2.50%
Sole
0.00
Shared
0.00
None
171.62K
ISHARES TR
SOLEShares236.18K
TypeSH
Market value$17.56M
2.41%
Sole
0.00
Shared
0.00
None
236.18K
SCHWAB STRATEGIC TR
SOLEShares542.65K
TypeSH
Market value$13.17M
1.81%
Sole
0.00
Shared
0.00
None
542.65K
APPLE INC
DFNDShares37.49K
TypeSH
Market value$9.51M
1.31%
Sole
0.00
Shared
18.86K
None
18.63K
ISHARES TR
SOLEShares38.02K
TypeSH
Market value$9.43M
1.29%
Sole
0.00
Shared
0.00
None
38.02K
PPG INDS INC
DFNDShares79.10K
TypeSH
Market value$8.45M
1.16%
Sole
0.00
Shared
258.00
None
78.85K
ISHARES TR
SOLEShares69.71K
TypeSH
Market value$7.42M
1.02%
Sole
0.00
Shared
0.00
None
69.71K
SCHWAB STRATEGIC TR
SOLEShares233.04K
TypeSH
Market value$7.21M
0.99%
Sole
0.00
Shared
0.00
None
233.04K
DIMENSIONAL ETF TRUST
SOLEShares69.99K
TypeSH
Market value$4.98M
0.68%
Sole
0.00
Shared
0.00
None
69.99K
ISHARES TR
SOLEShares6.85K
TypeSH
Market value$4.47M
0.61%
Sole
0.00
Shared
0.00
None
6.85K
NVIDIA CORPORATION
DFNDShares21.10K
TypeSH
Market value$3.68M
0.51%
Sole
0.00
Shared
16.51K
None
4.59K
MICROSOFT CORP
DFNDShares7.19K
TypeSH
Market value$2.66M
0.37%
Sole
0.00
Shared
6.15K
None
1.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 943.17K | SH | $93.63M 12.85% | 0.00 | 0.00 | 943.17K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.38M | SH | $92.51M 12.70% | 0.00 | 0.00 | 2.38M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 3.50M | SH | $89.75M 12.32% | 0.00 | 0.00 | 3.50M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 1.12M | SH | $50.32M 6.91% | 0.00 | 0.00 | 1.12M |
ISHARES TRSOLE | EAFE GRWTH ETF | 278.71K | SH | $31.04M 4.26% | 0.00 | 0.00 | 278.71K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 272.54K | SH | $30.83M 4.23% | 0.00 | 0.00 | 272.54K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 852.47K | SH | $28.96M 3.97% | 0.00 | 0.00 | 852.47K |
ISHARES TRSOLE | CORE MSCI TOTAL | 332.81K | SH | $28.83M 3.96% | 0.00 | 0.00 | 332.81K |
ISHARES TRSOLE | MBS ETF | 280.33K | SH | $26.62M 3.65% | 0.00 | 0.00 | 280.33K |
ISHARES TRSOLE | MSCI USA VALUE | 186.23K | SH | $26.48M 3.63% | 0.00 | 0.00 | 186.23K |
SCHWAB STRATEGIC TRDFND | US BRD MKT ETF | 921.28K | SH | $23.12M 3.17% | 0.00 | 10.79K | 910.50K |
ISHARES TRSOLE | MSCI USA QLT FCT | 113.41K | SH | $21.75M 2.99% | 0.00 | 0.00 | 113.41K |
ISHARES INCSOLE | CORE MSCI EMKT | 286.94K | SH | $20.01M 2.75% | 0.00 | 0.00 | 286.94K |
ISHARES TRSOLE | NATIONAL MUN ETF | 171.62K | SH | $18.22M 2.50% | 0.00 | 0.00 | 171.62K |
ISHARES TRSOLE | EAFE VALUE ETF | 236.18K | SH | $17.56M 2.41% | 0.00 | 0.00 | 236.18K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 542.65K | SH | $13.17M 1.81% | 0.00 | 0.00 | 542.65K |
APPLE INCDFND | COM | 37.49K | SH | $9.51M 1.31% | 0.00 | 18.86K | 18.63K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 38.02K | SH | $9.43M 1.29% | 0.00 | 0.00 | 38.02K |
PPG INDS INCDFND | COM | 79.10K | SH | $8.45M 1.16% | 0.00 | 258.00 | 78.85K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 69.71K | SH | $7.42M 1.02% | 0.00 | 0.00 | 69.71K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 233.04K | SH | $7.21M 0.99% | 0.00 | 0.00 | 233.04K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 69.99K | SH | $4.98M 0.68% | 0.00 | 0.00 | 69.99K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.85K | SH | $4.47M 0.61% | 0.00 | 0.00 | 6.85K |
NVIDIA CORPORATIONDFND | COM | 21.10K | SH | $3.68M 0.51% | 0.00 | 16.51K | 4.59K |
MICROSOFT CORPDFND | COM | 7.19K | SH | $2.66M 0.37% | 0.00 | 6.15K | 1.04K |
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