Meridian Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Exton, PA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
113
Total value ($000)
$726,579
Net value change ($000)
+36,830 (5.3%)
New positions
8
Sold out positions
6
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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 17,859 24.8%
IVW 13,011 71.7%
EFG 6,323 26.8%
DFAC 5,396 5.6%
EFV 5,315 50.1%
AGG 4,388 5.4%
IEMG 4,117 28.1%
VLUE 2,946 14.9%
IXUS 2,692 12.4%
QUAL 2,199 11.1%
Top Reduces (Value $000, Stocks/ETFs)
DFAU -26,409 -34.2%
PPG -5,949 -40.7%
NVDA -713 -16.3%
MRBK -660 -36.6%
JPM -635 -40.4%
STBA -539 -100.0%
WFC -493 -69.8%
SCHD -454 -25.2%
MUB -446 -2.1%
SUB -370 -4.4%
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