§ 13F · FUND PROFILE
Meridian Wealth Partners, LLC.
AUM · $826M (13F)Positions · 125Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 3.57M | $105M | 12.7% | +2% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 2.35M | $104M | 12.6% | −1% |
| 3 | AGG | ISHARES TR | 995K | $98M | 11.9% | +5% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 1.13M | $59M | 7.1% | +2% |
| 5 | IVW | ISHARES TR | 275K | $38M | 4.6% | +1% |
| 6 | EFG | ISHARES TR | 288K | $36M | 4.3% | +3% |
| 7 | VLUE | ISHARES TR | 170K | $34M | 4.1% | −9% |
| 8 | IXUS | ISHARES TR | 336K | $32M | 3.9% | +1% |
| 9 | DFAX | DIMENSIONAL ETF TRUST | 845K | $31M | 3.8% | −1% |
| 10 | MBB | ISHARES TR | 298K | $28M | 3.4% | +6% |
§ 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 $826 million in assets. The fund runs a portfolio of 125 positions.
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