§ 13F · FUND PROFILE
Meridian Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $689.7T (13F)Positions · 111Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$725.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.49M | $98.5T | 13.6% | NEW |
| 2 | SCHX | SCHWAB STRATEGIC TR | 3.41M | $91.6T | 12.6% | NEW |
| 3 | AGG | ISHARES TR | 905K | $90.4T | 12.5% | NEW |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 1.08M | $50.5T | 7.0% | NEW |
| 5 | IVW | ISHARES TR | 259K | $32.0T | 4.4% | NEW |
| 6 | EFG | ISHARES TR | 268K | $30.6T | 4.2% | NEW |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 885K | $29.0T | 4.0% | NEW |
| 8 | IXUS | ISHARES TR | 322K | $27.3T | 3.8% | NEW |
| 9 | MBB | ISHARES TR | 268K | $25.5T | 3.5% | NEW |
| 10 | VLUE | ISHARES TR | 184K | $25.1T | 3.5% | NEW |
§ 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 $689749.0 trillion in assets. The fund runs a portfolio of 111 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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