StockDriftsStockDriftsTop 50 Meridian Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 12.85% | 943.2K | $93.6M | +4.20%(+38.05K) | $105.71(-6.69%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 12.7% | 2.38M | $92.5M | -4.28%(-106.40K) | $26.99(+61.14%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 12.32% | 3.50M | $89.8M | +2.78%(+94.70K) | $15.91(+84.81%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 6.91% | 1.12M | $50.3M | +3.44%(+37.09K) | $28.40(+80.75%) | 2026-03-31 | |
| EFG | ISHARES TR | 4.26% | 278.7K | $31.0M | +3.90%(+10.46K) | $106.84(+12.99%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.23% | 272.5K | $30.8M | +5.03%(+13.06K) | $102.80(+35.13%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.97% | 852.5K | $29.0M | -3.66%(-32.42K) | $25.74(+45.53%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.96% | 332.8K | $28.8M | +3.29%(+10.60K) | $66.90(+42.83%) | 2026-03-31 | |
| MBB | ISHARES TR | 3.65% | 280.3K | $26.6M | +4.50%(+12.07K) | $93.62(+0.69%) | 2026-03-31 | |
| VLUE | ISHARES TR | 3.63% | 186.2K | $26.5M | +1.38%(+2.54K) | $100.51(+83.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.46% | +46.04% |
| Top 20 Holdings Unweighted | +13.22% | +45.14% |
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