Meridian Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Exton, PA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$725,577
Net value change ($000)
-1,002 (-0.1%)
New positions
5
Sold out positions
5
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AGG 4,271 5.0%
IXUS 2,896 11.9%
VLUE 2,343 10.3%
SCHX 1,704 1.9%
IVW 834 2.7%
MBB 815 3.3%
DFAS 774 20.3%
EFG 625 2.1%
EFV 586 3.7%
SCHO 515 4.2%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -3,785 -3.7%
MUB -2,788 -13.1%
VTI -2,650 -58.3%
VTEB -2,587 -55.6%
DFAX -717 -2.4%
META -647 -35.0%
SCHM -581 -7.4%
SUB -526 -6.5%
DFAU -404 -0.8%
PPG -394 -4.5%
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