Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meridian Wealth Partners, LLC (CIK 1781942) reported $728.6M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($93.6M, 12.85%), DFAC ($92.5M, 12.70%), SCHX ($89.8M, 12.32%), DFAU ($50.3M, 6.91%), EFG ($31.0M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $93.6M | 12.85% | 943,173 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $92.5M | 12.70% | 2.4M | Trimmed |
| 3 | SCHX | SCHWAB STRATEGIC TR | $89.8M | 12.32% | 3.5M | Added |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $50.3M | 6.91% | 1.1M | Added |
| 5 | EFG | ISHARES TR | $31.0M | 4.26% | 278,706 | Added |
| 6 | IVW | ISHARES TR | $30.8M | 4.23% | 272,542 | Added |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $29.0M | 3.97% | 852,469 | Trimmed |
| 8 | IXUS | ISHARES TR | $28.8M | 3.96% | 332,809 | Added |
| 9 | MBB | ISHARES TR | $26.6M | 3.65% | 280,334 | Added |
| 10 | VLUE | ISHARES TR | $26.5M | 3.63% | 186,234 | Added |
| 11 | SCHB | SCHWAB STRATEGIC TR | $23.1M | 3.17% | 921,285 | Added |
| 12 | QUAL | ISHARES TR | $21.8M | 2.99% | 113,406 | Added |
| 13 | IEMG | ISHARES INC | $20.0M | 2.75% | 286,940 | Added |
| 14 | MUB | ISHARES TR | $18.2M | 2.50% | 171,618 | Trimmed |
| 15 | EFV | ISHARES TR | $17.6M | 2.41% | 236,180 | Added |
| 16 | SCHO | SCHWAB STRATEGIC TR | $13.2M | 1.81% | 542,653 | Added |
| 17 | AAPL | APPLE INC | $9.5M | 1.31% | 37,491 | Added |
| 18 | IWM | ISHARES TR | $9.4M | 1.29% | 38,016 | Trimmed |
| 19 | PPG | PPG INDS INC | $8.5M | 1.16% | 79,104 | Trimmed |
| 20 | SUB | ISHARES TR | $7.4M | 1.02% | 69,709 | Trimmed |
| 21 | SCHM | SCHWAB STRATEGIC TR | $7.2M | 0.99% | 233,042 | Trimmed |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $5.0M | 0.68% | 69,990 | Added |
| 23 | IVV | ISHARES TR | $4.5M | 0.61% | 6,850 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $3.7M | 0.51% | 21,097 | Added |
| 25 | MSFT | MICROSOFT CORP | $2.7M | 0.37% | 7,193 | Added |
Source: SEC Form 13F filings · as of 2026-03-31