Data as of Q4 2025 (Dec 31, 2025)

Meridian Wealth Partners, LLC

โ€ขCIK: 1781942โ€ขFiling: Q4 2025

**Meridian Wealth Partners, LLC** manages $726M across a portfolio of 113 positions, exhibiting a clear focus on diversified, core market exposure. Top holdings reveal significant allocations to sector-specific and broad market ETFs, notably DFAC at $98.5M and SCHX at $91.6M. The fund maintains substantial exposure to fixed income and international equities, with AGG ($90.4M) and IXUS ($27.3M) anchoring key segments. This positioning suggests a disciplined, multi-asset approach targeting stable, large-cap growth.

Total AUM
$725.6M
QoQ Performance
-0.1%
Positions
78
Top 10 Concentration
69.0%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
SCHX
AGG
DFAU
DFAC13.6%
SCHX12.6%
AGG12.5%
DFAU7.0%
IVW4.4%
EFG4.2%
DFAX4.0%
IXUS3.8%

๐Ÿ“ˆ Biggest Buys

AGG
ISHARES TR
+5.3%
12.5% of portfolio
IXUS
ISHARES TR
+9.2%
3.8% of portfolio
MBB
ISHARES TR
+3.2%
3.5% of portfolio
DFAS
DIMENSIONAL ETF TRUST
+18.3%
0.6% of portfolio
EFG
ISHARES TR
+2.1%
4.2% of portfolio

๐Ÿ“‰ Biggest Sells

DFAC
DIMENSIONAL ETF TRUST
-6.2%
13.6% of portfolio
MUB
ISHARES TR
-13.6%
2.6% of portfolio
VTI
VANGUARD INDEX FDS
-59.2%
0.3% of portfolio
VTEB
VANGUARD MUN BD FDS
-55.7%
0.3% of portfolio
DFAX
DIMENSIONAL ETF TRUST
-6.4%
4.0% of portfolio

Sector Breakdown

Other93.5%
Technology3.4%
ETF1.0%
Consumer0.9%
Financial0.5%
Healthcare0.4%
Industrial0.2%
Energy0.1%

๐Ÿšช Exited Positionssold since Q3 2025

VGVT
VANGUARD MALVERN FDS
SOLD
$392.7K
SCHR
SCHWAB STRATEGIC TR
SOLD
$335.0K
BINC
BLACKROCK ETF TRUST II
SOLD
$287.7K
VGIT
VANGUARD SCOTTSDALE FDS
SOLD
$228.2K
LIN
LINDE PLC
SOLD
$208.7K

Changes from Q3 2025

NEW5 new positions
โ†‘30 increased
โ†“70 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023