Meridian Wealth Partners, LLC holds a focused book of 125 stocks worth $826.1M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Intel Corp and trimmed Dimensional US Core Equity 2. Their largest long position is Schwab US Large-Cap ETF at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Meridian Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $775.1B |
| MORGAN STANLEY | 80 / 80 | $614.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $564.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $196.1B |
| UBS Group AG | 80 / 80 | $167.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $165.3B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $104.5B |
| ASSETMARK, INC | 80 / 80 | $16.2B |
Ranked by how many of Meridian Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $105.0M | 3.57M | 12.7% | ▲+1.9% Added · +67K sh | |
| 2 | Dimensional ETF Trust US COR EQU 2 ETF | $104.3M | 2.35M | 12.6% | ▼−1.2% Reduced · −29K sh | |
| 3 | Ishares TR CORE US AGGBD ET | $98.4M | 994.5K | 11.9% | ▲+5.4% Added · +51K sh | |
| 4 | Dimensional ETF Trust US CORE EQT MKT | $58.7M | 1.13M | 7.1% | ▲+1.8% Added · +20K sh | |
| 5 | Ishares TR S&P 500 GRWT ETF | $37.9M | 275.3K | 4.6% | ▲+1.0% Added · +3K sh | |
| 6 | Ishares TR EAFE GRWTH ETF | $35.9M | 288.3K | 4.3% | ▲+3.4% Added · +10K sh | |
| 7 | Ishares TR MSCI USA VALUE | $34.0M | 170.2K | 4.1% | ▼−8.6% Reduced · −16K sh | |
| 8 | Ishares TR CORE MSCI TOTAL | $32.1M | 336.5K | 3.9% | ▲+1.1% Added · +4K sh | |
| 9 | Dimensional ETF Trust WORLD EX US CORE | $31.1M | 844.6K | 3.8% | ▼−0.9% Reduced · −8K sh | |
| 10 | Ishares TR MBS ETF | $28.1M | 297.6K | 3.4% | ▲+6.1% Added · +17K sh | |
| 11 | Schwab Strategic TR US BRD MKT ETF | $27.1M | 937.4K | 3.3% | ▲+1.8% Added · +16K sh | |
| 12 | Ishares TR MSCI USA QLT FCT | $25.2M | 115.0K | 3.1% | ▲+1.4% Added · +2K sh | |
| 13 | Ishares Inc CORE MSCI EMKT | $22.9M | 276.5K | 2.8% | ▼−3.6% Reduced · −10K sh | |
| 14 | Ishares TR EAFE VALUE ETF | $18.5M | 241.3K | 2.2% | ▲+2.2% Added · +5K sh | |
| 15 | Ishares TR NATIONAL MUN ETF | $16.4M | 152.8K | 2.0% | ▼−11% Reduced · −19K sh | |
| 16 | Schwab Strategic TR SHT TM US TRES | $14.1M | 582.7K | 1.7% | ▲+7.4% Added · +40K sh | |
| 17 | Ishares TR RUSSELL 2000 ETF | $11.5M | 38.2K | 1.4% | ▲+0.4% Added · +140 sh | |
| 18 | Apple Inc COM | $10.5M | 36.5K | 1.3% | ▼−2.8% Reduced · −1K sh | |
| 19 | PPG Inds Inc COM | $9.5M | 78.2K | 1.1% | ▼−1.2% Reduced · −937 sh | |
| 20 | Schwab Strategic TR US MID-CAP ETF | $8.5M | 230.9K | 1.0% | ▼−0.9% Reduced · −2K sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $6.9M | 18.7K | 0.8% | ▲+217% Added · +13K sh | |
| 22 | Ishares TR SHRT NAT MUN ETF | $6.6M | 61.6K | 0.8% | ▼−12% Reduced · −8K sh | |
| 23 | Dimensional ETF Trust US SMALL CAP ETF | $5.8M | 70.7K | 0.7% | ▲+1.0% Added · +718 sh | |
| 24 | Ishares TR CORE S&P500 ETF | $5.1M | 6.8K | 0.6% | ▼−1.3% Reduced · −91 sh | |
| 25 | Nvidia Corporation COM | $4.4M | 21.8K | 0.5% | ▲+3.3% Added · +690 sh | |
| 26 | Microsoft Corp COM | $2.8M | 7.4K | 0.3% | ▲+3.5% Added · +254 sh | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $2.5M | 3.6K | 0.3% | ▲+2.1% Added · +74 sh | |
| 28 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.5M | 29.3K | 0.3% | ▼−1.1% Reduced · −317 sh | |
| 29 | Amazon Com Inc COM | $2.1M | 8.9K | 0.3% | ▲+7.2% Added · +597 sh | |
| 30 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.1M | 41.2K | 0.3% | ▼~0% Reduced · −6 sh | |
| 31 | Alphabet Inc CAP STK CL A | $1.8M | 5.2K | 0.2% | ▲+3.2% Added · +162 sh | |
| 32 | Home Depot Inc COM | $1.8M | 5.2K | 0.2% | ▼−3.8% Reduced · −208 sh | |
| 33 | Texas Instrs Inc COM | $1.8M | 6.0K | 0.2% | ▲+0.3% Added · +19 sh | |
| 34 | NVR Inc COM | $1.8M | 262 | 0.2% | —Held | |
| 35 | Vanguard Star FDS VG TL INTL STK F | $1.8M | 20.8K | 0.2% | ▲+3.1% Added · +618 sh | |
| 36 | Ishares TR CORE S&P TTL STK | $1.6M | 9.5K | 0.2% | —Held | |
| 37 | Broadcom Inc COM | $1.5M | 3.9K | 0.2% | ▲+2.6% Added · +101 sh | |
| 38 | Vanguard BD Index FDS TOTAL BND MRKT | $1.4M | 19.1K | 0.2% | ▼−3.7% Reduced · −742 sh | |
| 39 | Meridian Corp COM | $1.3M | 66.8K | 0.2% | ▲~0% Added · +11 sh | |
| 40 | Alphabet Inc CAP STK CL C | $1.3M | 3.8K | 0.2% | ▲+1.2% Added · +44 sh | |
| 41 | Advanced Micro Devices Inc COM | $1.3M | 2.3K | 0.2% | ▼−25% Reduced · −744 sh | |
| 42 | Ishares TR CORE UNIVRSL USD | $1.2M | 26.8K | 0.1% | ▲+27% Added · +6K sh | |
| 43 | Schwab Strategic TR US DIVIDEND EQ | $1.1M | 36.0K | 0.1% | ▲~0% Added · +9 sh | |
| 44 | Meta Platforms Inc CL A | $1.0M | 1.9K | 0.1% | ▲+4.0% Added · +71 sh | |
| 45 | Micron Technology Inc COM | $965K | 836 | 0.1% | ▲+19% Added · +135 sh | |
| 46 | Tesla Inc COM | $961K | 2.3K | 0.1% | ▲+13% Added · +266 sh | |
| 47 | Vanguard Index FDS SMALL CP ETF | $955K | 3.2K | 0.1% | ▼−1.4% Reduced · −45 sh | |
| 48 | JPMorgan Chase & Co COM | $928K | 2.8K | 0.1% | ▲+0.3% Added · +8 sh | |
| 49 | SPDR Gold TR GOLD SHS | $900K | 2.4K | 0.1% | —Held | |
| 50 | Johnson & Johnson COM | $840K | 3.3K | 0.1% | ▼−0.1% Reduced · −5 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1781942/holdings"
Use Arkolith to show Meridian Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.