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Size ($ in 1000's)
At 12/31/2023: $523,817
At 09/30/2023: $480,245
Meridian Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Meridian Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Meridian Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Meridian Wealth Partners LLC.
In the Meridian Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Meridian Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Meridian Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
3,055,719 |
-48,842 |
$89,319 | | DFAC | 3,055,719 | -48,842 | $89,319 | | DIMENSIONAL ETF TRUST (DFAU) |
1,874,439 |
-24,755 |
$62,325 | | DFAU | 1,874,439 | -24,755 | $62,325 | | SCHWAB STRATEGIC TR |
1,052,104 |
-7,437 |
$59,339 | | SCHX | 1,052,104 | -7,437 | $59,339 | | ISHARES TR (AGG) |
497,576 |
+2,765 |
$49,384 | | AGG | 497,576 | +2,765 | $49,384 | | ISHARES TR (MUB) |
251,796 |
-30,468 |
$27,297 | | MUB | 251,796 | -30,468 | $27,297 | | DIMENSIONAL ETF TRUST (DFAX) |
1,058,564 |
-20,111 |
$25,850 | | DFAX | 1,058,564 | -20,111 | $25,850 | | SCHWAB STRATEGIC TR |
346,540 |
+1,110 |
$19,292 | | SCHB | 346,540 | +1,110 | $19,292 | | ISHARES TR (QUAL) |
117,193 |
-90 |
$17,244 | | QUAL | 117,193 | -90 | $17,244 | | SCHWAB STRATEGIC TR |
344,667 |
-18 |
$16,699 | | SCHO | 344,667 | -18 | $16,699 | | ISHARES TR (MBB) |
169,095 |
+3,290 |
$15,908 | | MBB | 169,095 | +3,290 | $15,908 | | ISHARES TR (IXUS) |
233,942 |
+2,604 |
$15,190 | | IXUS | 233,942 | +2,604 | $15,190 | | ISHARES TR (SUB) |
140,382 |
-6,392 |
$14,800 | | SUB | 140,382 | -6,392 | $14,800 | | ISHARES TR (VLUE) |
138,895 |
+2,664 |
$14,051 | | VLUE | 138,895 | +2,664 | $14,051 | | ISHARES TR (IWM) |
45,745 |
+7 |
$9,181 | | IWM | 45,745 | +7 | $9,181 | | SCHWAB STRATEGIC TR |
97,267 |
-1,049 |
$7,326 | | SCHM | 97,267 | -1,049 | $7,326 | | ISHARES INC (IEMG) |
133,512 |
+2,896 |
$6,753 | | IEMG | 133,512 | +2,896 | $6,753 | | APPLE INC |
32,179 |
+104 |
$6,195 | | AAPL | 32,179 | +104 | $6,195 | | ISHARES TR (IVV) |
9,814 |
+239 |
$4,687 | | IVV | 9,814 | +239 | $4,687 | | VANGUARD INDEX FDS (VTI) |
16,288 |
-118 |
$3,864 | | VTI | 16,288 | -118 | $3,864 | | VERTEX INC |
125,865 |
UNCH |
$3,391 | | VERX | 125,865 | UNCH | $3,391 | | VANGUARD MUN BD FDS (VTEB) |
61,512 |
+34,741 |
$3,140 | | VTEB | 61,512 | +34,741 | $3,140 | | VANGUARD INTL EQUITY INDEX F (VEU) |
49,086 |
+3,113 |
$2,756 | | VEU | 49,086 | +3,113 | $2,756 | | MICROSOFT CORP |
7,194 |
+138 |
$2,705 | | MSFT | 7,194 | +138 | $2,705 | | MERIDIAN CORPORATION |
190,255 |
-1,114 |
$2,645 | | MRBK | 190,255 | -1,114 | $2,645 | | HOME DEPOT INC |
6,196 |
+65 |
$2,147 | | HD | 6,196 | +65 | $2,147 | | WELLS FARGO CO NEW |
41,935 |
+540 |
$2,064 | | WFC | 41,935 | +540 | $2,064 | | SCHWAB STRATEGIC TR |
22,125 |
-217 |
$1,684 | | SCHD | 22,125 | -217 | $1,684 | | VANGUARD INDEX FDS (VOO) |
3,785 |
-1 |
$1,653 | | VOO | 3,785 | -1 | $1,653 | | VANGUARD BD INDEX FDS (BND) |
18,879 |
+630 |
$1,389 | | BND | 18,879 | +630 | $1,389 | | NVIDIA CORPORATION |
2,803 |
+141 |
$1,388 | | NVDA | 2,803 | +141 | $1,388 | | VANGUARD STAR FDS (VXUS) |
23,923 |
+813 |
$1,387 | | VXUS | 23,923 | +813 | $1,387 | | AMAZON COM INC |
8,972 |
+489 |
$1,363 | | AMZN | 8,972 | +489 | $1,363 | | VANGUARD INDEX FDS (VB) |
6,288 |
+221 |
$1,341 | | VB | 6,288 | +221 | $1,341 | | ISHARES TR (ITOT) |
12,444 |
-150 |
$1,309 | | ITOT | 12,444 | -150 | $1,309 | | ALPHABET INC |
8,867 |
+572 |
$1,239 | | GOOGL | 8,867 | +572 | $1,239 | | TEXAS INSTRS INC |
6,560 |
-6 |
$1,118 | | TXN | 6,560 | -6 | $1,118 | | ISHARES TR (IUSB) |
23,595 |
+15,295 |
$1,087 | | IUSB | 23,595 | +15,295 | $1,087 | | META PLATFORMS INC |
3,062 |
+89 |
$1,084 | | META | 3,062 | +89 | $1,084 | | EXXON MOBIL CORP |
10,296 |
-3,446 |
$1,029 | | XOM | 10,296 | -3,446 | $1,029 | | VANGUARD INDEX FDS (VXF) |
4,853 |
-144 |
$798 | | VXF | 4,853 | -144 | $798 | | S&P GLOBAL INC |
1,792 |
+16 |
$790 | | SPGI | 1,792 | +16 | $790 | | ABBVIE INC |
4,715 |
+82 |
$731 | | ABBV | 4,715 | +82 | $731 | | SCHWAB STRATEGIC TR |
15,201 |
-659 |
$709 | | SCHZ | 15,201 | -659 | $709 | | JPMORGAN CHASE & CO |
3,869 |
+245 |
$658 | | JPM | 3,869 | +245 | $658 | | VANGUARD SPECIALIZED FUNDS (VIG) |
3,697 |
-11 |
$630 | | VIG | 3,697 | -11 | $630 | | ADVANCED MICRO DEVICES INC |
4,040 |
+1,055 |
$596 | | AMD | 4,040 | +1,055 | $596 | | COMMUNITY BK SYS INC |
10,923 |
+20 |
$569 | | CBU | 10,923 | +20 | $569 | | VANGUARD TAX MANAGED FDS (VEA) |
11,817 |
+1,130 |
$566 | | VEA | 11,817 | +1,130 | $566 | | PROLOGIS INC. |
4,054 |
-87 |
$540 | | PLD | 4,054 | -87 | $540 | | ALPHABET INC |
3,824 |
+134 |
$539 | | GOOG | 3,824 | +134 | $539 |
See Full List: All Stocks Held By Meridian Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Meridian Wealth Partners LLC
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