Meridian Wealth Partners, LLC — 13F holdings

Meridian Wealth Partners, LLC reported 125 holdings worth $826M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. SCHX SCHWAB STRATEGIC TR — $105M (12.7%)
  2. DIMENSIONAL ETF TRUST — $104M (12.6%)
  3. AGG ISHARES TR — $98.4M (11.9%)
  4. DFAU DIMENSIONAL ETF TRUST — $58.7M (7.1%)
  5. IVW ISHARES TR — $37.9M (4.6%)
  6. EFG ISHARES TR — $35.9M (4.3%)
  7. VLUE ISHARES TR — $34.0M (4.1%)
  8. IXUS ISHARES TR — $32.1M (3.9%)
  9. DFAX DIMENSIONAL ETF TRUST — $31.1M (3.8%)
  10. MBB ISHARES TR — $28.1M (3.4%)