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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) |
|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 5,975 shares | $282,857 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 413 shares | $278,796 |
| META PLATFORMS INC | CL A | 30303M102 | — | 376 shares | $272,353 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,858 shares | $269,931 |
| TEXAS INSTRS INC | COM | 882508104 | — | 957 shares | $268,047 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 12,125 shares | $267,963 |
| COCA COLA CO | COM | 191216100 | — | 3,090 shares | $265,988 |
| ROCKET LAB CORP | COM | 773121108 | — | 3,809 shares | $265,412 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 663 shares | $263,417 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,253 shares | $255,876 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 276 shares | $248,500 |
| SANDISK CORP | COM | 80004C200 | — | 142 shares | $247,065 |
| LOWES COS INC | COM | 548661107 | — | 1,328 shares | $244,676 |
| HOME DEPOT INC | COM | 437076102 | — | 844 shares | $240,110 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 654 shares | $240,071 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 722 shares | $237,185 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 2,993 shares | $233,754 |
| BOEING CO | COM | 097023105 | — | 1,242 shares | $231,013 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1,519 shares | $229,157 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 816 shares | $216,036 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 835 shares | $215,481 |
| PROVIDENT FINL SVCS INC | COM | 74386T105 | — | 9,593 shares | $212,485 |
| GE AEROSPACE | COM NEW | 369604301 | — | 664 shares | $207,361 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 605 shares | $206,025 |
| NETFLIX INC. | COM | 64110L106 | — | 2,905 shares | $202,130 |
| VERTEX INC | CL A | 92538J106 | — | 14,179 shares | $167,029 |