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Meridian Wealth Partners, LLC

All holdings · as of Dec 31, 2025

113 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST$98.46M2,487,01613.6%
SCHWAB STRATEGIC TR$91.65M3,405,74312.6%
ISHARES TR$90.40M905,11912.5%
DIMENSIONAL ETF TRUST$50.46M1,078,1287.0%
ISHARES TR$31.98M259,4834.4%
ISHARES TR$30.56M268,2504.2%
DIMENSIONAL ETF TRUST$28.96M884,8904.0%
iShares MSCI UAE ETF$27.27M322,2083.8%
ISHARES TR$25.54M268,2603.5%
ISHARES TR$25.12M183,6993.5%
SCHWAB STRATEGIC TR$23.49M895,4383.2%
iShares MSCI UAE ETF$22.00M110,7753.0%
ISHARES INC$18.91M281,3282.6%
ISHARES TR$18.52M172,9052.6%
ISHARES TR$16.50M231,0962.3%
SCHWAB STRATEGIC TR$12.68M520,1551.7%
Apple Inc.$10.05M36,9561.4%
ISHARES TR$9.36M38,0211.3%
PPG INDUSTRIES INC$8.27M80,6871.1%
iShares MSCI UAE ETF$7.52M70,4741.0%
SCHWAB STRATEGIC TR$7.29M242,3881.0%
ISHARES TR$4.79M6,9870.7%
DIMENSIONAL ETF TRUST$4.58M65,7030.6%
NVIDIA Corp$3.55M19,0370.5%
MICROSOFT CORP$3.32M6,8680.5%
VANGUARD INTL EQUITY INDEX F$2.31M31,4330.3%
VANGUARD MUN BD FDS$2.07M41,1650.3%
VANGUARD INDEX FDS$1.90M5,6570.3%
HOME DEPOT, INC.$1.88M5,4620.3%
VANGUARD INDEX FDS$1.78M2,8380.2%
Amazon.com Inc$1.72M7,4730.2%
Alphabet Inc.$1.67M5,3220.2%
VANGUARD STAR FDS$1.49M19,8060.2%
VANGUARD BD INDEX FDS$1.49M20,0650.2%
iShares MSCI UAE ETF$1.42M9,5610.2%
Broadcom Inc.$1.26M3,6470.2%
Meta Platforms Inc$1.20M1,8180.2%
Meridian Corp$1.18M66,8390.2%
Alphabet Inc.$1.13M3,5960.2%
TEXAS INSTRUMENTS INC$1.04M5,9710.1%
ISHARES TR$995.5K21,3900.1%
SCHWAB STRATEGIC TR$974.6K35,5320.1%
SPDR GOLD TR$967.8K2,4420.1%
S&P Global Inc.$926.2K1,7720.1%
JPMORGAN CHASE & CO$916.2K2,8430.1%
Tesla Inc$893.6K1,9870.1%
VANGUARD INDEX FDS$866.7K3,3600.1%
BERKSHIRE HATHAWAY INC DEL$754.8K10.1%
EXXON MOBIL CORP$663.1K5,5100.1%
COMMUNITY FINANCIAL SYSTEM, INC.$625.5K10,8900.1%
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