Meridian Wealth Partners, LLC - Portfolio overview

Meridian Wealth Partners, LLC has 127 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 12.81%
2. DFAC - DIMENSIONAL ETF TRUST, 12.65%
3. SCHX - SCHWAB STRATEGIC TR, 12.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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