Meridian Wealth Partners, LLC
All 13F Filings
- Location
- Exton, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 728,565
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 118 | 728,565 | 13F-HR | Meridian Wealth Partners, LLC |
| Q4 2025 | 2/13/2026 | 113 | 725,577 | 13F-HR | Meridian Wealth Partners, LLC |
| Q3 2025 | 11/13/2025 | 113 | 726,579 | 13F-HR | Meridian Wealth Partners, LLC |
| Q2 2025 | 8/13/2025 | 111 | 689,749 | 13F-HR | Meridian Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.81 K | 7.8% | 0 | 388 K | -388 K |
| ETFs | 671.8 K | 92.2% | 392 K | 0 | 392 K |
| Other | 0 | 0.0% | 0 | 995 | -995 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
728,565
Holdings
118
QoQ value change ($000)
2,988
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.