Meridian Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Exton, PA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$826,110
Net value change ($000)
+97,545 (13.4%)
New positions
14
Sold out positions
7
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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 15,236 17.0%
DFAC 11,795 12.7%
DFAU 8,338 16.6%
VLUE 7,529 28.4%
IVW 7,030 22.8%
VTI 5,023 265.5%
EFG 4,830 15.6%
AGG 4,807 5.1%
SCHB 4,024 17.4%
QUAL 3,482 16.0%
Top Reduces (Value $000, Stocks/ETFs)
MUB -1,773 -9.7%
SUB -866 -11.7%
CNTA -719 -100.0%
AIRR -253 -100.0%
CMCSA -221 -100.0%
PLTR -218 -100.0%
WM -211 -100.0%
GILD -210 -100.0%
NEE -209 -100.0%
XOM -175 -18.4%
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