Institutions / Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC
CIK 1781942 · Institution · as of Dec 31, 2025
Portfolio value
$725.58M
Positions
113
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 113 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $98.46M | 13.6% |
| Schwab Strategic Tr | $91.65M | 12.6% |
| iShares Tr | $90.40M | 12.5% |
| Dimensional ETF Trust | $50.46M | 7.0% |
| iShares Tr | $31.98M | 4.4% |
| iShares Tr | $30.56M | 4.2% |
| Dimensional ETF Trust | $28.96M | 4.0% |
| iShares MSCI UAE ETF | $27.27M | 3.8% |
| iShares Tr | $25.54M | 3.5% |
| iShares Tr | $25.12M | 3.5% |
| Schwab Strategic Tr | $23.49M | 3.2% |
| iShares MSCI UAE ETF | $22.00M | 3.0% |
| iShares Inc | $18.91M | 2.6% |
| iShares Tr | $18.52M | 2.6% |
| iShares Tr | $16.50M | 2.3% |
| Schwab Strategic Tr | $12.68M | 1.7% |
| Apple Inc. | $10.05M | 1.4% |
| iShares Tr | $9.36M | 1.3% |
| Ppg Industries Inc | $8.27M | 1.1% |
| iShares MSCI UAE ETF | $7.52M | 1.0% |
| Schwab Strategic Tr | $7.29M | 1.0% |
| iShares Tr | $4.79M | 0.7% |
| Dimensional ETF Trust | $4.58M | 0.6% |
| NVIDIA Corp | $3.55M | 0.5% |
| Microsoft Corp | $3.32M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.