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Meridian Wealth Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $812,169,694
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $106,140,521
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $104,038,600
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $95,634,443
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $58,971,865
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $38,865,724
- ISHARES TR · EAFE GRWTH ETF · 464288885 · shares: $34,567,188
- ISHARES TR · MSCI USA VALUE · 46432F388 · shares: $33,316,917
- ISHARES TR · CORE MSCI TOTAL · 46432F834 · shares: $33,177,534
- DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $31,091,190
- SCHWAB STRATEGIC TR · US BRD MKT ETF · 808524102 · shares: $27,862,280
Reported holdings
126 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 3,538,017 shares | $106,140,521 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 2,198,808 shares | $97,737,012 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 1,011,576 shares | $95,634,443 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 1,126,277 shares | $58,971,865 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 273,202 shares | $38,865,724 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 288,469 shares | $34,567,188 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | — | 168,267 shares | $33,316,917 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 349,274 shares | $33,177,534 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 839,848 shares | $31,091,190 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 925,809 shares | $27,135,450 |
| ISHARES TR | MBS ETF | 464288588 | — | 300,910 shares | $26,967,598 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 114,283 shares | $25,398,282 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 275,030 shares | $22,321,448 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 239,391 shares | $18,945,422 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 141,141 shares | $14,269,356 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 590,596 shares | $14,091,630 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 37,585 shares | $10,444,496 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 229,402 shares | $7,804,243 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 18,815 shares | $7,041,443 |
| PPG INDS INC | COM | 693506107 | — | 61,614 shares | $6,428,164 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 141,768 shares | $6,301,588 |
| APPLE INC | COM | 037833100 | — | 17,871 shares | $5,951,401 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 56,682 shares | $5,925,537 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 73,977 shares | $5,727,300 |
| APPLE INC | COM | 037833100 | — | 15,347 shares | $5,110,721 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 6,651 shares | $5,093,344 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 17,633 shares | $4,027,025 |
| MICROSOFT CORP | COM | 594918104 | — | 6,175 shares | $3,167,158 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 3,487 shares | $2,443,945 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 28,675 shares | $2,379,163 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 41,159 shares | $1,949,291 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 20,823 shares | $1,769,128 |
| AMAZON COM INC | COM | 023135106 | — | 6,742 shares | $1,679,770 |
| NVR INC | COM | 62944T105 | — | 262 shares | $1,612,451 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 9,531 shares | $1,584,815 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,464 shares | $1,535,974 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 19,456 shares | $1,364,839 |
| TEXAS INSTRS INC | COM | 882508104 | — | 4,800 shares | $1,344,446 |
| MERIDIAN CORP | COM | 58958P104 | — | 66,860 shares | $1,258,301 |
| HOME DEPOT INC | COM | 437076102 | — | 4,345 shares | $1,236,207 |
| BROADCOM INC | COM | 11135F101 | — | 3,432 shares | $1,205,285 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 35,826 shares | $1,165,420 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 4,935 shares | $1,127,025 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,274 shares | $1,115,583 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,508 shares | $1,093,572 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 24,517 shares | $1,080,955 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 2,442 shares | $930,012 |
| PPG INDS INC | COM | 693506107 | — | 8,764 shares | $914,349 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 3,036 shares | $863,769 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 793 shares | $844,633 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 2,333 shares | $771,827 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,239 shares | $757,970 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $747,005 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,196 shares | $731,665 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 24,798 shares | $726,830 |
| TESLA INC | COM | 88160R101 | — | 2,034 shares | $721,684 |
| MICROSOFT CORP | COM | 594918104 | — | 1,315 shares | $674,620 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 3,008 shares | $649,969 |
| COMMUNITY FINANCIAL SYSTEM I | COM | 203607106 | — | 10,883 shares | $647,985 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 5,090 shares | $639,625 |
| AMAZON COM INC | COM | 023135106 | — | 2,566 shares | $639,330 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 2,695 shares | $628,805 |
| ELI LILLY & CO | COM | 532457108 | — | 538 shares | $622,510 |
| FULTON FINL CORP PA | COM | 360271100 | — | 27,334 shares | $616,656 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 7,738 shares | $606,814 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,088 shares | $552,778 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 2,298 shares | $532,286 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 9,593 shares | $519,557 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 653 shares | $497,630 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 2,901 shares | $472,138 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 5,234 shares | $471,637 |
| VISA INC | COM CL A | 92826C839 | — | 1,296 shares | $465,692 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 8,073 shares | $464,682 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 1,111 shares | $462,404 |
| S&P GLOBAL INC | COM | 78409V104 | — | 1,146 shares | $452,063 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | — | 10,022 shares | $445,078 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 13,252 shares | $432,419 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 2,590 shares | $421,562 |
| WALMART INC | COM | 931142103 | — | 3,763 shares | $391,051 |
| CISCO SYS INC | COM | 17275R102 | — | 3,578 shares | $385,101 |
| MCDONALDS CORP | COM | 580135101 | — | 1,634 shares | $377,356 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 863 shares | $372,709 |
| ABBVIE INC | COM | 00287Y109 | — | 1,413 shares | $369,627 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 5,186 shares | $366,184 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 1,805 shares | $353,305 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 678 shares | $345,464 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 619 shares | $341,360 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 4,109 shares | $341,171 |
| INTEL CORP | COM | 458140100 | — | 2,733 shares | $328,589 |
| APPLIED MATLS INC | COM | 038222105 | — | 640 shares | $327,284 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 437 shares | $323,091 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,668 shares | $318,288 |
| ABBVIE INC | COM | 00287Y109 | — | 1,205 shares | $315,304 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 1,677 shares | $313,683 |
| RTX CORPORATION | COM | 75513E101 | — | 1,675 shares | $310,964 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 890 shares | $306,081 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 330 shares | $300,413 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,066 shares | $300,211 |
| CATERPILLAR INC | COM | 149123101 | — | 363 shares | $294,317 |
| BANK OF AMER CORP | COM | 060505104 | — | 5,388 shares | $293,269 |