Meridian Wealth Partners, LLC
CIK 1781942
13F filing for Q2 2026・No. 2,896
- Holdings
- US$826.11M
- Quarter change
- +US$97.54M
- Entries
- 125
- Net bought (estimate)
- +US$11.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 7
- Cut 46
- Added 53
- Corporate actions 0
- Unchanged 12
Largest holdings
125 stocks worth US$826.11M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 3,567,346 | US$104.99M | 12.71% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 2,351,350 | US$104.31M | 12.63% |
| ISHARES TRCORE US AGGBD ET | Added | 994,500 | US$98.44M | 11.92% |
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Added | 1,134,778 | US$58.66M | 7.10% |
| ISHARES TRS&P 500 GRWT ETF | Added | 275,265 | US$37.86M | 4.58% |
| ISHARES TREAFE GRWTH ETF | Added | 288,300 | US$35.87M | 4.34% |
| ISHARES TRMSCI USA VALUE | Cut | 170,213 | US$34.01M | 4.12% |
| ISHARES TRCORE MSCI TOTAL | Added | 336,456 | US$32.11M | 3.89% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 844,650 | US$31.12M | 3.77% |
| MBBISHARES TRMBS ETF | Added | 297,555 | US$28.12M | 3.40% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.