account_balance

Investment manager · 13F filer · SEC CIK 1781942

Meridian Wealth Partners, LLC

Reported value$812Mas of Sep 30, 2026

Positions111 5 new, 19 sold out

Top 10 weight69.4%SCHX alone is 13%

FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SCHXSchwab Strategic Tr

13.1%

DFACDimensional ETF Trust

12.8%

AGGiShares Tr

11.8%

DFAUDimensional ETF Trust

7.3%

IVWiShares Tr

4.8%

EFGiShares Tr

4.3%

VLUEiShares Tr

4.1%

IXUSiShares Tr

4.1%Added +4%

DFAXDimensional ETF Trust

3.8%

SCHBSchwab Strategic Tr

3.4%

MBBiShares Tr

3.3%

QUALiShares Tr

3.1%

SCHXSchwab Strategic Tr

13.1%

DFACDimensional ETF Trust

12.8%

AGGiShares Tr

11.8%

DFAUDimensional ETF Trust

7.3%

IVWiShares Tr

4.8%

EFGiShares Tr

4.3%

VLUE4.1%

IXUS4.1%

DFAX3.8%

SCHB3.4%

MBB3.3%

QUAL3.1%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SCHX Schwab Strategic Tr 13.1% Held

DFAC Dimensional ETF Trust 12.8% Held

AGG iShares Tr 11.8% Held

DFAU Dimensional ETF Trust 7.3% Held

IVW iShares Tr 4.8% Held

EFG iShares Tr 4.3% Held

VLUE iShares Tr 4.1% Held

IXUS iShares Tr 4.1% Added +4%

DFAX Dimensional ETF Trust 3.8% Held

SCHB Schwab Strategic Tr 3.4% Held

MBB iShares Tr 3.3% Held

QUAL iShares Tr 3.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 12, 2026 filing

add_circleNew

PLTR $314K
IBIT $283K
SPCX $229K
CRWD $216K

arrow_upwardAdded

AMZN +5%
DFAS +5%
IXUS +4%
NVDA +4%

arrow_downwardTrimmed

PPG −10%
AAPL −9%
SUB −8%
MUB −8%

remove_circleSold out

CL $535K
ORCL $386K
PNC $315K
DUK $254K

Meridian Wealth Partners, LLC

Where the money is

Biggest moves since Jun 30, 2026

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