§ 13F · FUND PROFILE
Meridian Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $690M (13F)Positions · 111Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 943K | $94M | 12.9% | +4% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 2.38M | $93M | 12.7% | −4% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 3.50M | $90M | 12.3% | +3% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 1.12M | $50M | 6.9% | +3% |
| 5 | EFG | ISHARES TR | 279K | $31M | 4.3% | +4% |
| 6 | IVW | ISHARES TR | 273K | $31M | 4.2% | +5% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 852K | $29M | 4.0% | −4% |
| 8 | IXUS | ISHARES TR | 333K | $29M | 4.0% | +3% |
| 9 | MBB | ISHARES TR | 280K | $27M | 3.7% | +5% |
| 10 | VLUE | ISHARES TR | 186K | $26M | 3.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERIDIAN SIGNAL
AC read
Meridian Wealth Partners, LLC is a Other fund managing $690 million in assets. The fund runs a portfolio of 111 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed