Meridian Wealth Partners, LLC — 13F Holdings

2026 Q1  ·  126 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Meridian Wealth Partners, LLC maintained a portfolio of 126 distinct positions. The most significant new addition was NVR INC, now representing 0.24% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 6.5%.
Position History hover any row below to update
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Meridian Wealth Partners, LLC Lutherville, MD RIA AUM $728M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
126
Quarter
2026 Q1
Top Holding
AGG (12.9%)
Top 10 Concentration
68.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 126
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AGG
ISHARES TR
ETF 12.85% 12.46% #1 2
Prev: #3
6.5
—
38,054 4.2%
P
S
943,173 $93,628,822
$94.92 +3.4%
$98.27 -0.1%
2020 Q1 13F Filing 2026-03-31 2026-05-14
DFAC
DIMENSIONAL ETF...
ETF 12.70% 13.57% #2 1
Prev: #1
6.0
—
-106,396 -4.3%
P
S
2,380,620 $92,510,882
$25.46 +70.7%
$38.86 +11.8%
2021 Q2 13F Filing 2026-03-31 2026-05-14
SCHX
SCHWAB STRATEGI...
ETF 12.32% 12.63% #3 1
Prev: #2
5.5
—
94,697 2.8%
P
S
3,500,440 $89,751,270
$20.68 +40.5%
$25.64 +13.3%
2019 Q4 13F Filing 2026-03-31 2026-05-14
DFAU
DIMENSIONAL ETF...
ETF 6.91% 6.95% #4
Prev: #4
3.8
—
37,088 3.4%
P
S
1,115,216 $50,318,553 2021 Q1 13F Filing 2026-03-31 2026-05-14
EFG
ISHARES TR
Warrant 4.26% 4.21% #5 1
Prev: #6
2.7
—
10,456 3.9%
P
S
278,706 $31,039,514 2021 Q1 13F Filing 2026-03-31 2026-05-14
IVW
ISHARES TR
Warrant 4.23% 4.41% #6 1
Prev: #5
3.7
—
13,059 5.0%
P
S
272,542 $30,827,228 2024 Q3 13F Filing 2026-03-31 2026-05-14
DFAX
DIMENSIONAL ETF...
ETF 3.97% 3.99% #7
Prev: #7
2.1
—
-32,421 -3.7%
P
S
852,469 $28,958,376 2021 Q3 13F Filing 2026-03-31 2026-05-14
IXUS
ISHARES TR
ETF 3.96% 3.76% #8
Prev: #8
2.1
—
10,601 3.3%
P
S
332,809 $28,834,569 2019 Q4 13F Filing 2026-03-31 2026-05-14
MBB
ISHARES TR
ETF 3.65% 3.52% #9
Prev: #9
2.0
—
12,074 4.5%
P
S
280,334 $26,617,726 2019 Q4 13F Filing 2026-03-31 2026-05-14
VLUE
ISHARES TR
ETF 3.63% 3.46% #10
Prev: #10
2.0
—
2,535 1.4%
P
S
186,234 $26,480,631 2020 Q3 13F Filing 2026-03-31 2026-05-14
SCHB
SCHWAB STRATEGI...
ETF 3.17% 3.24% #11
Prev: #11
1.8
—
25,847 2.9%
P
S
921,285 $23,124,256 2019 Q4 13F Filing 2026-03-31 2026-05-14
QUAL
ISHARES TR
ETF 2.99% 3.03% #12
Prev: #12
1.7
—
2,631 2.4%
P
S
113,406 $21,752,414 2020 Q1 13F Filing 2026-03-31 2026-05-14
IEMG
ISHARES INC
ETF 2.75% 2.61% #13
Prev: #13
1.6
—
5,612 2.0%
P
S
286,940 $20,014,065 2020 Q4 13F Filing 2026-03-31 2026-05-14
MUB
ISHARES TR
ETF 2.50% 2.55% #14
Prev: #14
1.5
—
-1,287 -0.7%
P
S
171,618 $18,217,251 2019 Q4 13F Filing 2026-03-31 2026-05-14
EFV
ISHARES TR
ETF 2.41% 2.27% #15
Prev: #15
1.5
—
5,084 2.2%
P
S
236,180 $17,560,010 2024 Q3 13F Filing 2026-03-31 2026-05-14
SCHO
SCHWAB STRATEGI...
ETF 1.81% 1.75% #16
Prev: #16
1.2
—
22,498 4.3%
P
S
542,653 $13,170,183 2019 Q4 13F Filing 2026-03-31 2026-05-14
AAPL
APPLE INC
Technology 1.31% 1.38% #17
Prev: #17
1.0
—
535 1.4%
P
S
37,491 $9,514,888 2019 Q4 13F Filing 2026-03-31 2026-05-14
IWM
ISHARES TR
ETF 1.29% 1.29% #18
Prev: #18
1.0
—
-5 -0.0%
P
S
38,016 $9,427,968 2020 Q1 13F Filing 2026-03-31 2026-05-14
PPG
PPG INDS INC
Basic Materials 1.16% 1.14% #19
Prev: #19
1.0
—
-1,583 -2.0%
P
S
79,104 $8,454,611 2019 Q4 13F Filing 2026-03-31 2026-05-14
SUB
ISHARES TR
ETF 1.02% 1.04% #20
Prev: #20
0.9
—
-765 -1.1%
P
S
69,709 $7,424,009 2019 Q4 13F Filing 2026-03-31 2026-05-14
SCHM
SCHWAB STRATEGI...
ETF 0.99% 1.00% #21
Prev: #21
0.9
—
-9,346 -3.9%
P
S
233,042 $7,214,987 2019 Q4 13F Filing 2026-03-31 2026-05-14
DFAS
DIMENSIONAL ETF...
ETF 0.68% 0.63% #22 1
Prev: #23
2.3
—
4,287 6.5%
P
S
69,990 $4,978,389 2021 Q3 13F Filing 2026-03-31 2026-05-14
IVV
ISHARES TR
ETF 0.61% 0.66% #23 1
Prev: #22
0.7
—
-137 -2.0%
P
S
6,850 $4,474,697 2019 Q4 13F Filing 2026-03-31 2026-05-14
NVDA
NVIDIA CORPORAT...
Technology 0.51% 0.49% #24
Prev: #24
2.2
—
2,060 10.8%
P
S
21,097 $3,679,375 2019 Q4 13F Filing 2026-03-31 2026-05-14
MSFT
MICROSOFT CORP
Technology 0.37% 0.46% #25
Prev: #25
0.6
—
325 4.7%
P
S
7,193 $2,662,511 2019 Q4 13F Filing 2026-03-31 2026-05-14
VEU
VANGUARD INTL E...
ETF 0.31% 0.32% #26
Prev: #26
0.6
—
-1,827 -5.8%
P
S
29,606 $2,223,385 2019 Q4 13F Filing 2026-03-31 2026-05-14
VOO
VANGUARD INDEX ...
ETF 0.29% 0.25% #27 3
Prev: #30
2.6
—
728 25.7%
P
S
3,566 $2,131,019 2019 Q4 13F Filing 2026-03-31 2026-05-14
VTEB
VANGUARD MUN BD...
ETF 0.28% 0.29% #28 1
Prev: #27
1.1
—
no change no change
P
S
41,165 $2,053,722 2019 Q4 13F Filing 2026-03-31 2026-05-14
VTI
VANGUARD INDEX ...
ETF 0.26% 0.26% #29 1
Prev: #28
0.6
—
241 4.3%
P
S
5,898 $1,892,196 2019 Q4 13F Filing 2026-03-31 2026-05-14
HD
HOME DEPOT INC
Consumer Cyclical 0.25% 0.26% #30 1
Prev: #29
0.6
—
-32 -0.6%
P
S
5,430 $1,785,794 2019 Q4 13F Filing 2026-03-31 2026-05-14
NVR
NVR INC
Consumer Cyclical 0.24% — #31
Prev: #—
3.6
—
262 —
NEW
 262 $1,726,536 2026 Q1 13F Filing 2026-03-31 2026-05-14
AMZN
AMAZON COM INC
Consumer Cyclical 0.24% 0.24% #32 1
Prev: #31
2.1
—
811 10.9%
P
S
8,284 $1,725,240 2019 Q4 13F Filing 2026-03-31 2026-05-14
VXUS
VANGUARD STAR F...
Bond/Debt 0.21% 0.21% #33
Prev: #33
0.6
—
385 1.9%
P
S
20,191 $1,556,929 2019 Q4 13F Filing 2026-03-31 2026-05-14
BND
VANGUARD BD IND...
ETF 0.20% 0.20% #34
Prev: #34
0.6
—
-184 -0.9%
P
S
19,881 $1,464,037 2019 Q4 13F Filing 2026-03-31 2026-05-14
GOOGL
ALPHABET INC
Communication Services 0.20% 0.23% #35 3
Prev: #32
0.6
—
-310 -5.8%
P
S
5,012 $1,441,108 2019 Q4 13F Filing 2026-03-31 2026-05-14
ITOT
ISHARES TR
ETF 0.19% 0.20% #36 1
Prev: #35
0.6
—
-30 -0.3%
P
S
9,531 $1,357,501 2020 Q1 13F Filing 2026-03-31 2026-05-14
MRBK
MERIDIAN CORP
Financial Services 0.17% 0.16% #37 1
Prev: #38
1.1
—
no change no change
P
S
66,839 $1,267,267 2019 Q4 13F Filing 2026-03-31 2026-05-14
AVGO
BROADCOM INC
Technology 0.16% 0.17% #38 2
Prev: #36
0.6
—
150 4.1%
P
S
3,797 $1,175,307 2020 Q3 13F Filing 2026-03-31 2026-05-14
TXN
TEXAS INSTRS IN...
Technology 0.16% 0.14% #39 1
Prev: #40
0.6
—
40 0.7%
P
S
6,011 $1,166,987 2019 Q4 13F Filing 2026-03-31 2026-05-14
SCHD
SCHWAB STRATEGI...
ETF 0.15% 0.13% #40 2
Prev: #42
0.6
—
434 1.2%
P
S
35,966 $1,103,438 2019 Q4 13F Filing 2026-03-31 2026-05-14
GOOG
ALPHABET INC
Communication Services 0.15% 0.16% #41 2
Prev: #39
0.6
—
112 3.1%
P
S
3,708 $1,063,678 2019 Q4 13F Filing 2026-03-31 2026-05-14
GLD
SPDR GOLD TR
ETF 0.14% 0.13% #42 1
Prev: #43
1.1
—
no change no change
P
S
2,442 $1,050,769 2019 Q4 13F Filing 2026-03-31 2026-05-14
META
META PLATFORMS ...
Communication Services 0.14% 0.17% #43 6
Prev: #37
0.6
—
-32 -1.8%
P
S
1,786 $1,022,016 2019 Q4 13F Filing 2026-03-31 2026-05-14
IUSB
ISHARES TR
ETF 0.13% 0.14% #44 3
Prev: #41
0.6
—
-333 -1.6%
P
S
21,057 $972,623 2022 Q1 13F Filing 2026-03-31 2026-05-14
XOM
EXXON MOBIL COR...
Energy 0.13% 0.09% #45 4
Prev: #49
0.6
—
106 1.9%
P
S
5,616 $952,739 2019 Q4 13F Filing 2026-03-31 2026-05-14
VB
VANGUARD INDEX ...
ETF 0.11% 0.12% #46 1
Prev: #47
0.5
—
-163 -4.9%
P
S
3,197 $837,360 2019 Q4 13F Filing 2026-03-31 2026-05-14
JPM
JPMORGAN CHASE ...
Financial Services 0.11% 0.13% #47 2
Prev: #45
0.5
—
-15 -0.5%
P
S
2,828 $831,886 2019 Q4 13F Filing 2026-03-31 2026-05-14
JNJ
JOHNSON & JOHNS...
Healthcare 0.11% 0.07% #48 12
Prev: #60
2.5
—
815 32.7%
P
S
3,311 $809,342 2019 Q4 13F Filing 2026-03-31 2026-05-14
TSLA
TESLA INC
Consumer Cyclical 0.10% 0.12% #49 3
Prev: #46
0.5
—
31 1.6%
P
S
2,018 $750,192 2019 Q4 13F Filing 2026-03-31 2026-05-14
CNTA
CENTESSA PHARMA...
Healthcare 0.10% 0.06% #50 17
Prev: #67
1.0
—
no change no change
P
S
18,101 $718,972 2025 Q2 13F Filing 2026-03-31 2026-05-14
Showing 1-50 of 126 holdings

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