13F Insight
DOSSIER · 13F-HR · Q2 2026

Meridian Wealth Partners, LLC

$826M in tracked AUM across 125 positions as of Q2 2026.

MW
CIK 0001781942 · last filed Jun 30, 2026
Total AUM
$826M
as of Q2 2026
Holdings
125
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Meridian Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$105M3.6M12.7%02
DFAC
DIMENSIONAL ETF TRUST
$104M2.4M12.6%03
AGG
ISHARES TR
$98M995K11.9%04
DFAU
DIMENSIONAL ETF TRUST
$59M1.1M7.1%05
IVW
ISHARES TR
$38M275K4.6%06
EFG
ISHARES TR
$36M288K4.3%07
VLUE
ISHARES TR
$34M170K4.1%08
IXUS
ISHARES TR
$32M336K3.9%09
DFAX
DIMENSIONAL ETF TRUST
$31M845K3.8%10
MBB
ISHARES TR
$28M298K3.4%

Filing history

2026Q2Jun 30
$826M▲ 13.4%
125 positionsView →2026Q1Mar 31
$729M▲ 0.4%
118 positionsView →2025Q4Dec 31
$726M▼ 0.1%
113 positionsView →2025Q3Sep 30
$727M▲ 5.3%
113 positionsView →2025Q2Jun 30
$690M▲ 10.1%
111 positionsLocked2025Q1Mar 31
$627M▼ 4.9%
103 positionsLocked2024Q4Dec 31
$659M▲ 2.5%
106 positionsLocked2024Q3Sep 30
$643M▲ 13.5%
108 positionsLocked2024Q2Jun 30
$566M▲ 2.2%
107 positionsLocked2024Q1Mar 31
$554M▲ 5.8%
107 positionsLocked2023Q4Dec 31
$524M▲ 9.1%
101 positionsLocked2023Q3Sep 30
$480M▼ 1.4%
95 positionsLocked
Showing 12 of 26