Meridian Wealth Partners, LLC

13F filer, CIK 1781942, EXTON, PA

Meridian Wealth Partners, LLC reported $642,985,812 across 108 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-08. Its ten largest share positions make up 69.48% of the portfolio.

Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001951757-24-001190

Period: 2024-09-30
Reported value: $643M
Holdings: 108
Top 10 weight: 69.48%
New: 10
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
EFGnew	+200,110	$21.5M
IVWnew	+163,730	$15.7M
EFVnew	+163,818	$9.42M
AGGadded	+77,660	$7.86M
IEMGadded	+91,873	$5.27M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
VERXexited	-125,291	-$4.52M
SCHXreduced	-54,381	-$3.69M
DFAUreduced	-76,777	-$3.05M
IWMreduced	-8,030	-$1.77M
QUALreduced	-8,004	-$1.44M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001951757-24-001190, largest first. % of portfolio is the value over $642,985,812, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFACDIMENSIONAL ETF TRUST	2,895,577	$99.3M	15.44%	-30,080	Timeline
AGGISHARES TR	734,967	$74.4M	11.58%	+77,660	Timeline
DFAUDIMENSIONAL ETF TRUST	1,829,656	$72.6M	11.29%	-76,777	Timeline
SCHXSCHWAB STRATEGIC TR	993,643	$67.4M	10.49%	-54,381	Timeline
DFAXDIMENSIONAL ETF TRUST	1,005,201	$27.2M	4.22%	-9,773	Timeline
MUBISHARES TR	219,910	$23.9M	3.72%	-3,774	Timeline
EFGISHARES TR	200,110	$21.5M	3.35%	new	Timeline
MBBISHARES TR	223,782	$21.4M	3.33%	+32,224	Timeline
QUALISHARES TR	109,498	$19.6M	3.05%	-8,004	Timeline
SCHBSCHWAB STRATEGIC TR	290,724	$19.3M	3.01%	+6,493	Timeline
IXUSISHARES TR	252,848	$18.4M	2.86%	+3,741	Timeline
VLUEISHARES TR	161,967	$17.7M	2.75%	+9,899	Timeline
IVWISHARES TR	163,730	$15.7M	2.44%	new	Timeline
IEMGISHARES INC	235,027	$13.5M	2.1%	+91,873	Timeline
SCHOSCHWAB STRATEGIC TR	214,561	$10.5M	1.63%	+22,919	Timeline
EFVISHARES TR	163,818	$9.42M	1.47%	new	Timeline
IWMISHARES TR	42,283	$9.34M	1.45%	-8,030	Timeline
SUBISHARES TR	82,461	$8.76M	1.36%	-9,890	Timeline
AAPLAPPLE INC	35,731	$8.33M	1.29%	-3,504	Timeline
SCHMSCHWAB STRATEGIC TR	91,769	$7.63M	1.19%	-4,509	Timeline
IVVISHARES TR	9,061	$5.23M	0.81%	-415	Timeline
VTEBVANGUARD MUN BD FDS	99,927	$5.11M	0.79%	+2,213	Timeline
VTIVANGUARD INDEX FDS	15,039	$4.26M	0.66%	+282	Timeline
MSFTMICROSOFT CORP	7,467	$3.21M	0.5%	-279	Timeline
NVDANVIDIA CORPORATION	24,514	$2.98M	0.46%	-1,711	Timeline
VEUVANGUARD INTL EQUITY INDEX F	44,813	$2.82M	0.44%	-783	Timeline
HDHOME DEPOT INC	6,251	$2.53M	0.39%	-121	Timeline
WFCWELLS FARGO & CO	42,239	$2.39M	0.37%	-210	Timeline
DFASDIMENSIONAL ETF TRUST	34,072	$2.21M	0.34%	new	Timeline
VOOVANGUARD INDEX FDS	3,614	$1.91M	0.3%	+13	Timeline
MRBKMERIDIAN CORP	143,976	$1.82M	0.28%	-62,867	Timeline
SCHDSCHWAB STRATEGIC TR	21,292	$1.8M	0.28%	-433	Timeline
VXUSVANGUARD STAR FDS	24,686	$1.6M	0.25%	+594	Timeline
AMZNAMAZON COM INC	8,322	$1.55M	0.24%	-416	Timeline
METAMETA PLATFORMS INC	2,638	$1.51M	0.23%	-244	Timeline
IUSBISHARES TR	30,864	$1.45M	0.23%	+5,500	Timeline
ITOTISHARES TR	11,418	$1.43M	0.22%	-328	Timeline
TXNTEXAS INSTRS INC	6,842	$1.41M	0.22%	+27	Timeline
VBVANGUARD INDEX FDS	5,744	$1.36M	0.21%	-111	Timeline
GOOGLALPHABET INC	8,094	$1.34M	0.21%	-1,205	Timeline
BNDVANGUARD BD INDEX FDS	17,099	$1.28M	0.2%	-557	Timeline
ABBVABBVIE INC	5,027	$993K	0.15%	+14	Timeline
SPGIS&P GLOBAL INC	1,829	$945K	0.15%	-6	Timeline
XOMEXXON MOBIL CORP	7,237	$848K	0.13%	-3,014	Timeline
JPMJPMORGAN CHASE & CO	3,840	$810K	0.13%	-546	Timeline
VXFVANGUARD INDEX FDS	4,162	$757K	0.12%	0	Timeline
AVGOBROADCOM INC	4,227	$729K	0.11%	+3,836	Timeline
SCHZSCHWAB STRATEGIC TR	14,798	$703K	0.11%	-106	Timeline
GOOGALPHABET INC	4,087	$683K	0.11%	-278	Timeline
PGPROCTER & GAMBLE CO	3,867	$670K	0.1%	-45	Timeline
VIGVANGUARD SPECIALIZED FUNDS	3,338	$661K	0.1%	-33	Timeline
AMDADVANCED MICRO DEVICES INC	3,790	$622K	0.1%	-20	Timeline
STBAS & T BANCORP INC	14,252	$598K	0.09%	0	Timeline
LLYELI LILLY & CO	666	$590K	0.09%	-11	Timeline
TSLATESLA INC	2,237	$585K	0.09%	-678	Timeline
MCDMCDONALDS CORP	1,855	$565K	0.09%	+3	Timeline
ESGEISHARES INC	15,055	$548K	0.09%	-3,096	Timeline
VOVANGUARD INDEX FDS	2,003	$528K	0.08%	-21	Timeline
UNHUNITEDHEALTH GROUP INC	869	$508K	0.08%	+3	Timeline
LOWLOWES COS INC	1,871	$507K	0.08%	-16	Timeline
SCHASCHWAB STRATEGIC TR	9,827	$506K	0.08%	-479	Timeline
FULTFULTON FINL CORP PA	27,581	$500K	0.08%	+24	Timeline
GLDSPDR GOLD TR	2,051	$499K	0.08%	+115	Timeline
PLDPROLOGIS INC.	3,910	$494K	0.08%	-258	Timeline
WMTWALMART INC	6,046	$488K	0.08%	-463	Timeline
VEAVANGUARD TAX-MANAGED FDS	8,236	$435K	0.07%	-586	Timeline
JNJJOHNSON & JOHNSON	2,682	$435K	0.07%	-271	Timeline
VVISA INC	1,545	$425K	0.07%	-48	Timeline
ORCLORACLE CORP	2,394	$408K	0.06%	-346	Timeline
VMBSVANGUARD SCOTTSDALE FDS	8,485	$401K	0.06%	0	Timeline
VGSHVANGUARD SCOTTSDALE FDS	6,648	$392K	0.06%	0	Timeline
MAMASTERCARD INCORPORATED	769	$380K	0.06%	-98	Timeline
ABTABBOTT LABORATORIES	3,319	$378K	0.06%	-36	Timeline
CMCSACOMCAST CORP NEW	8,811	$368K	0.06%	-48	Timeline
COSTCOSTCO WHOLESALE CORPORATION	406	$360K	0.06%	-26	Timeline
DUKDUKE ENERGY CORP NEW	3,116	$359K	0.06%	+10	Timeline
SCHRSCHWAB STRATEGIC TR	6,955	$352K	0.05%	new	Timeline
IWBISHARES TR	1,111	$349K	0.05%	0	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	590	$338K	0.05%	-30	Timeline
BACBANK OF AMER CORP	8,335	$331K	0.05%	+32	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	513	$317K	0.05%	-6	Timeline
PEPPEPSICO INC	1,841	$313K	0.05%	+1	Timeline
CVXCHEVRON CORPORATION	2,051	$302K	0.05%	-399	Timeline
VTVVANGUARD INDEX FDS	1,665	$291K	0.05%	+158	Timeline
MRKMERCK & CO INC	2,557	$290K	0.05%	-348	Timeline
DFUSDIMENSIONAL ETF TRUST	4,496	$280K	0.04%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	972	$269K	0.04%	-2	Timeline
RTXRTX CORPORATION	2,205	$267K	0.04%	-41	Timeline
KOCOCA COLA CO	3,638	$261K	0.04%	-194	Timeline
NJRNEW JERSEY RES CORP	5,450	$257K	0.04%	-7	Timeline
NFLXNETFLIX INC.	349	$248K	0.04%	-7	Timeline
PNCPNC FINL SVCS GROUP INC	1,334	$247K	0.04%	+5	Timeline
AMATAPPLIED MATLS INC	1,140	$230K	0.04%	new	Timeline
AMGNAMGEN INC	710	$229K	0.04%	-103	Timeline
VUGVANGUARD INDEX FDS	591	$227K	0.04%	new	Timeline
PFEPFIZER INC	7,808	$226K	0.04%	-2,929	Timeline
LINLINDE PLC	472	$225K	0.04%	-10	Timeline
ADBEADOBE INC	431	$223K	0.03%	-37	Timeline
IWVISHARES TR	681	$223K	0.03%	0	Timeline
CRMSALESFORCE INC	792	$217K	0.03%	-38	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	2,421	$216K	0.03%	new	Timeline
GEGE AEROSPACE	1,139	$215K	0.03%	-780	Timeline
NUENUCOR CORP	1,385	$208K	0.03%	-28	Timeline
PMPHILIP MORRIS INTL INC	1,711	$208K	0.03%	new	Timeline
XLKSELECT SECTOR SPDR TR	903	$204K	0.03%	-10	Timeline
NEENEXTERA ENERGY INC	2,397	$203K	0.03%	-1,141	Timeline
TELTE CONNECTIVITY PLC	1,334	$201K	0.03%	new	Timeline
BABOEING CO	1,325	$201K	0.03%	-143	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VERXVERTEX INC	125,291	$4.52M	shares
CBUCOMMUNITY FINANCIAL SYSTEM I	10,927	$516K	shares
VZVERIZON COMMUNICATIONS INC	8,436	$348K	shares
DISDISNEY WALT CO	3,280	$326K	shares
BOXXEA SERIES TRUST	2,325	$251K	shares
CSCOCISCO SYS INC	4,709	$224K	shares
GSGOLDMAN SACHS GROUP INC	485	$220K	shares
VGTVANGUARD WORLD FD	369	$213K	shares
TE CONNECTIVITY LTDTE CONNECTIVITY LTD	1,366	$205K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-24-001190	base		2024-11-08	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC