Meridian Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Exton, PA
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$812,170
Net value change ($000)
-13,940 (-1.7%)
New positions
6
Sold out positions
20
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHX 1,154 1.1%
IXUS 1,067 3.3%
MSFT 1,064 38.3%
IVW 1,009 2.7%
XOM 894 NEW
NVDA 795 18.2%
SCHB 714 2.6%
AAPL 513 4.9%
EFV 472 2.6%
META 320 30.6%
Top Reduces (Value $000, Stocks/ETFs)
AGG -2,802 -2.8%
MUB -2,175 -13.2%
PPG -2,138 -22.6%
EFG -1,303 -3.6%
MBB -1,157 -4.1%
IWM -1,020 -8.9%
XOM -778 -100.0%
SCHM -709 -8.3%
VLUE -693 -2.0%
SUB -632 -9.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type