StockDriftsStockDriftsTop 50 Meridian Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 12.71% | 3.57M | $105.0M | +1.91%(+66.91K) | $16.12(+89.37%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 12.63% | 2.35M | $104.3M | -1.23%(-29.27K) | $26.99(+70.41%) | 2026-06-30 | |
| AGG | ISHARES TR | 11.92% | 994.5K | $98.4M | +5.44%(+51.33K) | $105.36(-7.54%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 7.1% | 1.13M | $58.7M | +1.75%(+19.56K) | $28.74(+86.38%) | 2026-06-30 | |
| IVW | ISHARES TR | 4.58% | 275.3K | $37.9M | +1.00%(+2.72K) | $103.00(+37.64%) | 2026-06-30 | |
| EFG | ISHARES TR | 4.34% | 288.3K | $35.9M | +3.44%(+9.59K) | $107.15(+18.33%) | 2026-06-30 | |
| VLUE | ISHARES TR | 4.12% | 170.2K | $34.0M | -8.60%(-16.02K) | $100.51(+96.31%) | 2026-06-30 | |
| IXUS | ISHARES TR | 3.89% | 336.5K | $32.1M | +1.10%(+3.65K) | $67.15(+45.12%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.77% | 844.6K | $31.1M | -0.92%(-7.82K) | $25.74(+47.09%) | 2026-06-30 | |
| MBB | ISHARES TR | 3.4% | 297.6K | $28.1M | +6.14%(+17.22K) | $93.68(-0.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.32% | +49.39% | +7.16% | +41.32% |
| Top 20 Holdings Unweighted | +14.59% | +50.45% | +7.59% | +44.15% |
Meridian Wealth Partners LLC reports $826.11M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (12.7%), DFAC (12.6%) and AGG (11.9%). The top 20 holdings account for 88.35% of reported assets. Its disclosed equity book has returned +49.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meridian Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1781942). View Meridian Wealth Partners LLC’s 13F filings on SEC