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The Analysis of Meridian Wealth Partners, LLC's Holdings & P&L

Currently, Meridian Wealth Partners, LLC holds 118 types of securities in its portfolio with a total value $728.6M. In the most recent quarter, they have increased their positions in AGG (+38.1K shares, valued at $3.8M), SCHX (+94.7K shares, valued at $2.4M), NVR (+262 shares, valued at $1.7M); decreased their positions in DFAC (-106.4K shares, valued at $4.1M), DFAX (-32.4K shares, valued at $1.1M), SCHM (-9.3K shares, valued at $289.4K); initiated new positions in NVR (+262 shares, valued at $1.7M), LMT (+833 shares, valued at $503.7K), CL (+5.6K shares, valued at $478.1K).

1M P&L

+26.6M+3.54%

3M P&L

+25.4M+3.38%

HY P&L

+67.8M+9.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A669.1M

93.2%

2Consumer Electronics10.0M

1.4%

3Specialty Chemicals8.3M

1.2%

Top Industries by Stock Count

1N/A51 stocks

50.0%

2Banks - Regional4 stocks

3.9%

3Drug Manufacturers - General3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR943.2K shares4.20%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST2.4M shares-4.28%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR3.5M shares2.78%2026-03-312026-05-14

DFAU DIMENSIONAL ETF TRUST1.1M shares3.44%2026-03-312026-05-14

EFG ISHARES TR278.7K shares3.90%2026-03-312026-05-14

IVW ISHARES TR272.5K shares5.03%2026-03-312026-05-14

DFAX DIMENSIONAL ETF TRUST852.5K shares-3.66%2026-03-312026-05-14

IXUS ISHARES TR332.8K shares3.29%2026-03-312026-05-14

Sponsored

MBB ISHARES TR280.3K shares4.50%2026-03-312026-05-14

VLUE ISHARES TR186.2K shares1.38%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR921.3K shares2.89%2026-03-312026-05-14

QUAL ISHARES TR113.4K shares2.38%2026-03-312026-05-14

IEMG ISHARES INC286.9K shares1.99%2026-03-312026-05-14

MUB ISHARES TR171.6K shares-0.74%2026-03-312026-05-14

EFV ISHARES TR236.2K shares2.20%2026-03-312026-05-14

SCHO SCHWAB STRATEGIC TR542.7K shares4.33%2026-03-312026-05-14

Sponsored

AAPL APPLE INC37.5K shares1.45%2026-03-312026-05-14

IWM ISHARES TR38.0K shares-0.01%2026-03-312026-05-14

PPG PPG INDS INC79.1K shares-1.96%2026-03-312026-05-14

SUB ISHARES TR69.7K shares-1.09%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR233.0K shares-3.86%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST70.0K shares6.52%2026-03-312026-05-14

IVV ISHARES TR6.8K shares-1.96%2026-03-312026-05-14

NVDA NVIDIA CORPORATION21.1K shares10.82%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP7.2K shares4.73%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F29.6K shares-5.81%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS3.6K shares25.65%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS41.2K shares0.00%2026-03-312026-05-14

VTI VANGUARD INDEX FDS5.9K shares4.26%2026-03-312026-05-14

HD HOME DEPOT INC5.4K shares-0.59%2026-03-312026-05-14

NVR NVR INC262 sharesnew addition2026-03-312026-05-14

AMZN AMAZON COM INC8.3K shares10.85%2026-03-312026-05-14

Sponsored

VXUS VANGUARD STAR FDS20.2K shares1.94%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS19.9K shares-0.92%2026-03-312026-05-14

ALPHABET INC ALPHABET INC5.0K shares-5.82%2026-03-312026-05-14

ITOT ISHARES TR9.5K shares-0.31%2026-03-312026-05-14

MRBK MERIDIAN CORP66.8K shares0.00%2026-03-312026-05-14

BROADCOM INC BROADCOM INC3.8K shares4.11%2026-03-312026-05-14

TXN TEXAS INSTRS INC6.0K shares0.67%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR36.0K shares1.22%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC3.7K shares3.11%2026-03-312026-05-14

GLD SPDR GOLD TR2.4K shares0.00%2026-03-312026-05-14

META META PLATFORMS INC1.8K shares-1.76%2026-03-312026-05-14

IUSB ISHARES TR21.1K shares-1.56%2026-03-312026-05-14

XOM EXXON MOBIL CORP5.6K shares1.92%2026-03-312026-05-14

VB VANGUARD INDEX FDS3.2K shares-4.85%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO2.8K shares-0.53%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON3.3K shares32.65%2026-03-312026-05-14

Sponsored

TSLA TESLA INC2.0K shares1.56%2026-03-312026-05-14

CNTA CENTESSA PHARMACEUTICALS PLC18.1K shares0.00%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-14

CBU COMMUNITY FINANCIAL SYSTEM I10.9K shares0.00%2026-03-312026-05-14

SPGI S&P GLOBAL INC1.5K shares-17.95%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC3.0K shares4.87%2026-03-312026-05-14

ABBV ABBVIE INC2.8K shares8.42%2026-03-312026-05-14

WMT WALMART INC4.7K shares4.42%2026-03-312026-05-14

Sponsored

VTV VANGUARD INDEX FDS3.0K shares-7.10%2026-03-312026-05-14

FULT FULTON FINL CORP PA27.5K shares0.00%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS2.6K shares0.08%2026-03-312026-05-14

MCD MCDONALDS CORP1.8K shares-0.22%2026-03-312026-05-14

VGT VANGUARD WORLD FD786 shares28.43%2026-03-312026-05-14

VO VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-14

VXF VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR920 shares84.74%2026-03-312026-05-14

Sponsored

LLY ELI LILLY & CO576 shares2.86%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP833 sharesnew addition2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS8.3K shares0.00%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS10.4K shares0.00%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO5.6K sharesnew addition2026-03-312026-05-14

ESGE ISHARES INC9.9K shares-3.95%2026-03-312026-05-14

LOW LOWES COS INC1.9K shares6.74%2026-03-312026-05-14

RTX RTX CORPORATION2.2K shares14.48%2026-03-312026-05-14

Sponsored

V VISA INC1.4K shares-0.59%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T626 shares3.30%2026-03-312026-05-14

IWB ISHARES TR1.1K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS906 shares5.47%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR13.3K shares0.01%2026-03-312026-05-14

CSCO CISCO SYS INC4.8K shares1.54%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION373 shares9.06%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC2.2K shares25.61%2026-03-312026-05-14

Sponsored

BA BOEING CO1.8K shares7.44%2026-03-312026-05-14

NFLX NETFLIX INC.3.5K shares7.67%2026-03-312026-05-14

IWV ISHARES TR891 shares3.24%2026-03-312026-05-14

ORCL ORACLE CORP2.2K shares3.33%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS5.0K shares0.00%2026-03-312026-05-14

SCHZ SCHWAB STRATEGIC TR13.5K shares-12.16%2026-03-312026-05-14

BAC BANK AMERICA CORP6.3K shares-5.21%2026-03-312026-05-14

MA MASTERCARD INCORPORATED613 shares1.83%2026-03-312026-05-14

Sponsored

PG PROCTER & GAMBLE CO2.0K shares-4.02%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-05-14

CAT CATERPILLAR INC386 shares3.21%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC1.3K shares0.86%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC2.2K shares0.78%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR3.0K shares-34.28%2026-03-312026-05-14

ROCKET LAB CORP ROCKET LAB CORP4.1K shares0.47%2026-03-312026-05-14

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.2K shares-1.60%2026-03-312026-05-14

AIRR FIRST TR EXCHANGE TRADED FD2.3K sharesnew addition2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2026-03-312026-05-14

KO COCA COLA CO3.3K shares0.96%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares1.62%2026-03-312026-05-14

AMAT APPLIED MATLS INC722 sharesnew addition2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC280 shares-1.41%2026-03-312026-05-14

Sponsored

MU MICRON TECHNOLOGY INC701 sharesnew addition2026-03-312026-05-14

CMCSA COMCAST CORP NEW7.7K shares-0.32%2026-03-312026-05-14

LINDE PLC LINDE PLC446 sharesnew addition2026-03-312026-05-14

VERX VERTEX INC18.5K sharesnew addition2026-03-312026-05-14

PLD PROLOGIS INC.1.7K shares3.37%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC1.5K shares16.47%2026-03-312026-05-14

IEFA ISHARES TR2.4K sharesnew addition2026-03-312026-05-14

WM WASTE MGMT INC DEL916 shares0.66%2026-03-312026-05-14

Sponsored

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-05-14

NEE NEXTERA ENERGY INC2.2K sharesnew addition2026-03-312026-05-14

PFS PROVIDENT FINL SVCS INC9.8K sharesnew addition2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC418 shares-0.71%2026-03-312026-05-14

PEG PUBLIC SVC ENTERPRISE GROUP2.5K shares0.24%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE708 shares-0.14%2026-03-312026-05-14

AGG

ISHARES TR

4.20%

Shares943.2K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

-4.28%

Shares2.4M

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

2.78%

Shares3.5M

Event2026-03-31

Filed2026-05-14

DFAU

DIMENSIONAL ETF TRUST

3.44%

Shares1.1M

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

3.90%

Shares278.7K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

5.03%

Shares272.5K

Event2026-03-31

Filed2026-05-14

DFAX

DIMENSIONAL ETF TRUST

-3.66%

Shares852.5K

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

3.29%

Shares332.8K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

4.50%

Shares280.3K

Event2026-03-31

Filed2026-05-14

VLUE

ISHARES TR

1.38%

Shares186.2K

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

2.89%

Shares921.3K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

2.38%

Shares113.4K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

1.99%

Shares286.9K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

-0.74%

Shares171.6K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

2.20%

Shares236.2K

Event2026-03-31

Filed2026-05-14

SCHO

SCHWAB STRATEGIC TR

4.33%

Shares542.7K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

1.45%

Shares37.5K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-0.01%

Shares38.0K

Event2026-03-31

Filed2026-05-14

PPG

PPG INDS INC

-1.96%

Shares79.1K

Event2026-03-31

Filed2026-05-14

SUB

ISHARES TR

-1.09%

Shares69.7K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

-3.86%

Shares233.0K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

6.52%

Shares70.0K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-1.96%

Shares6.8K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

10.82%

Shares21.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

4.73%

Shares7.2K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

-5.81%

Shares29.6K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

25.65%

Shares3.6K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

0.00%

Shares41.2K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

4.26%

Shares5.9K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-0.59%

Shares5.4K

Event2026-03-31

Filed2026-05-14

NVR

NVR INC

New

Shares262

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

10.85%

Shares8.3K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

1.94%

Shares20.2K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

-0.92%

Shares19.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-5.82%

Shares5.0K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-0.31%

Shares9.5K

Event2026-03-31

Filed2026-05-14

MRBK

MERIDIAN CORP

0.00%

Shares66.8K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

4.11%

Shares3.8K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

0.67%

Shares6.0K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

1.22%

Shares36.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

3.11%

Shares3.7K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14