Meridian Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Exton, PA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
118
Total value ($000)
$728,565
Net value change ($000)
+2,988 (0.4%)
New positions
13
Sold out positions
8
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 3,226 3.6%
NVR 1,727 NEW
IXUS 1,563 5.7%
VLUE 1,364 5.4%
IEMG 1,103 5.8%
MBB 1,074 4.2%
EFV 1,057 6.4%
LMT 504 NEW
SCHO 494 3.9%
EFG 481 1.6%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -5,950 -6.0%
SCHX -1,898 -2.1%
IVW -1,157 -3.6%
MSFT -658 -19.8%
AAPL -532 -5.3%
SCHB -363 -1.5%
IVV -311 -6.5%
SPGI -307 -33.2%
MUB -303 -1.6%
UNH -258 -100.0%
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