Meridian Wealth Partners, LLC
•CIK: 1781942•Filing: 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%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.5%
Technology3.4%
ETF1.0%
Consumer0.9%
Financial0.4%
Healthcare0.4%
Industrial0.2%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑30 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022