Meridian Wealth Partners, LLC

13F filer · CIK 0001781942

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$826MU.S. long equity reported on 13F

Positions7813 new · 6 closed

Net flow last quarter-$2.06MBuys minus sells

Top 10 positions weight12.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202678 positions
VLUEiSHARES TRUST	$34M	4.12%	Not reported	-8.6%	Q4 2020
DFAXGulf Resources, Inc.	$31.1M	3.77%	Not reported	-0.9%	Q3 2021
AAPLApple Inc.	$10.5M	1.28%	0.00%	-2.8%	Q4 2019
PPGPPG Industries Inc	$9.48M	1.15%	0.04%	-1.2%	Q4 2019
NVDANvidia Corp	$4.36M	0.53%	0.00%	+3.3%	Q4 2019
MSFTMicrosoft Corp	$2.78M	0.34%	0.00%	+3.5%	Q4 2019
AMZNAmazon Com Inc	$2.12M	0.26%	0.00%	+7.2%	Q4 2019
GOOGLAlphabet Inc.	$1.85M	0.22%	0.00%	+3.2%	Q4 2019
HDHome Depot, Inc.	$1.84M	0.22%	0.00%	-3.8%	Q4 2019
TXNTexas Instruments Inc	$1.8M	0.22%	0.00%	+0.3%	Q4 2019
NVRNVR Inc	$1.79M	0.22%	0.01%	Not reported	Q1 2026
AVGOBroadcom Inc.	$1.47M	0.18%	0.00%	+2.7%	Q4 2020
MRBKMeridian Corp	$1.34M	0.16%	0.56%	0.0%	Q4 2019
GOOGAlphabet Inc.	$1.33M	0.16%	Not reported	+1.2%	Q4 2019
AMDAdvanced Micro Devices Inc	$1.32M	0.16%	0.00%	-24.7%	Q1 2021
METAMeta Platforms, Inc.	$1.05M	0.13%	Not reported	+4.0%	Q4 2019
MUMicron Technology Inc	$965K	0.12%	0.00%	+19.3%	Q1 2021
TSLATesla, Inc.	$961K	0.12%	0.00%	+13.2%	Q4 2019
JPMJPMorgan Chase & Co	$928K	0.11%	0.00%	+0.3%	Q4 2019
GLDSPDR Gold Trust	$900K	0.11%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$840K	0.10%	0.00%	-0.2%	Q4 2019
XOMExxonMobil Holdings Corp	$778K	0.09%	0.00%	+1.3%	Q4 2019
BRK.ABerkshire Hathaway Inc	$749K	0.09%	Not reported	Not reported	Q1 2025
CBUCommunity Financial System, Inc.	$731K	0.09%	0.02%	Not reported	Q4 2019
LLYELI LILLY & Co	$728K	0.09%	0.00%	+5.4%	Q4 2019
ABBVAbbVie Inc.	$706K	0.09%	0.00%	+0.5%	Q2 2020
FULTFulton Financial Corp	$666K	0.08%	0.01%	+0.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$582K	0.07%	Not reported	-14.1%	Q4 2019
WMTWalmart Inc.	$538K	0.07%	0.00%	+1.6%	Q4 2019
CLColgate Palmolive Co	$535K	0.06%	0.00%	+4.0%	Q4 2019
AMATApplied Materials Inc	$517K	0.06%	0.00%	-0.8%	Q4 2020
SPGIS&P Global Inc.	$515K	0.06%	0.00%	-13.0%	Q4 2019
CSCOCisco Systems, Inc.	$496K	0.06%	0.00%	-12.1%	Q4 2019
VVisa Inc.	$492K	0.06%	0.00%	+6.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$468K	0.06%	Not reported	Not reported	Q4 2019
MCDMcdonalds Corp	$461K	0.06%	0.00%	-4.2%	Q4 2019
INTCIntel Corp	$425K	0.05%	0.00%	Not reported	Q4 2019
RKLBRocket Lab Corp	$423K	0.05%	0.00%	+2.2%	Q4 2025
LMTLockheed Martin Corp	$422K	0.05%	0.00%	-0.7%	Q4 2019
RTXRTX Corp	$421K	0.05%	0.00%	-0.5%	Q2 2020
CATCaterpillar Inc	$418K	0.05%	0.00%	+1.8%	Q4 2020
LOWLowes Companies Inc	$405K	0.05%	0.00%	-1.7%	Q4 2019
PMPhilip Morris International Inc.	$404K	0.05%	0.00%	+3.0%	Q4 2019
ORCLOracle Corp	$386K	0.05%	0.00%	+19.7%	Q4 2019
BACBank of America Corp	$353K	0.04%	0.00%	-1.7%	Q4 2019
COSTCostco Wholesale Corp	$352K	0.04%	0.00%	+0.8%	Q4 2019
BABoeing Co	$347K	0.04%	0.00%	-10.4%	Q4 2019
LRCXLam Research Corp	$322K	0.04%	0.00%	Not reported	Q1 2021
UNHUnitedhealth Group Inc	$320K	0.04%	0.00%	Not reported	Q4 2019
MAMastercard Inc	$317K	0.04%	0.00%	+0.8%	Q4 2019

Q1 2026Reported May 14, 202671 positions
DFAXGulf Resources, Inc.	$29M	3.97%	Not reported	-3.7%	Q3 2021
VLUEiSHARES TRUST	$26.5M	3.63%	Not reported	+1.4%	Q4 2020
AAPLApple Inc.	$9.51M	1.31%	0.00%	+1.5%	Q4 2019
PPGPPG Industries Inc	$8.45M	1.16%	0.04%	-2.0%	Q4 2019
NVDANvidia Corp	$3.68M	0.51%	0.00%	+10.8%	Q4 2019
MSFTMicrosoft Corp	$2.66M	0.37%	0.00%	+4.7%	Q4 2019
HDHome Depot, Inc.	$1.79M	0.25%	0.00%	-0.6%	Q4 2019
NVRNVR Inc	$1.73M	0.24%	0.01%	New	Q1 2026
AMZNAmazon Com Inc	$1.73M	0.24%	0.00%	+10.9%	Q4 2019
GOOGLAlphabet Inc.	$1.44M	0.20%	0.00%	-5.8%	Q4 2019
MRBKMeridian Corp	$1.27M	0.17%	0.56%	Not reported	Q4 2019
AVGOBroadcom Inc.	$1.18M	0.16%	0.00%	+4.1%	Q4 2020
TXNTexas Instruments Inc	$1.17M	0.16%	0.00%	+0.7%	Q4 2019
GOOGAlphabet Inc.	$1.06M	0.15%	Not reported	+3.1%	Q4 2019
GLDSPDR Gold Trust	$1.05M	0.14%	0.00%	Not reported	Q4 2019
METAMeta Platforms, Inc.	$1.02M	0.14%	Not reported	-1.8%	Q4 2019
XOMExxonMobil Holdings Corp	$953K	0.13%	0.00%	+1.9%	Q4 2019
JPMJPMorgan Chase & Co	$832K	0.11%	0.00%	-0.5%	Q4 2019
JNJJohnson & Johnson	$809K	0.11%	0.00%	+32.7%	Q4 2019
TSLATesla, Inc.	$750K	0.10%	0.00%	+1.6%	Q4 2019
CNTACentessa Pharmaceuticals PLC	$719K	0.10%	0.01%	Not reported	Q2 2025
BRK.ABerkshire Hathaway Inc	$718K	0.10%	Not reported	Not reported	Q1 2025
CBUCommunity Financial System, Inc.	$639K	0.09%	0.02%	Not reported	Q4 2019
SPGIS&P Global Inc.	$619K	0.08%	0.00%	-18.0%	Q4 2019
AMDAdvanced Micro Devices Inc	$614K	0.08%	0.00%	+4.9%	Q1 2021
ABBVAbbVie Inc.	$608K	0.08%	0.00%	+8.4%	Q2 2020
WMTWalmart Inc.	$581K	0.08%	0.00%	+4.4%	Q4 2019
FULTFulton Financial Corp	$560K	0.08%	0.02%	Not reported	Q4 2019
MCDMcdonalds Corp	$553K	0.08%	0.00%	-0.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$531K	0.07%	Not reported	+84.7%	Q4 2019
LLYELI LILLY & Co	$529K	0.07%	0.00%	+2.9%	Q4 2019
LMTLockheed Martin Corp	$504K	0.07%	0.00%	Not reported	Q4 2019
CLColgate Palmolive Co	$478K	0.07%	0.00%	Not reported	Q4 2019
LOWLowes Companies Inc	$441K	0.06%	0.00%	+6.7%	Q4 2019
RTXRTX Corp	$430K	0.06%	0.00%	+14.5%	Q2 2020
VVisa Inc.	$409K	0.06%	0.00%	-0.6%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$407K	0.06%	Not reported	+3.3%	Q4 2019
CSCOCisco Systems, Inc.	$372K	0.05%	0.00%	+1.5%	Q4 2019
COSTCostco Wholesale Corp	$372K	0.05%	0.00%	+9.1%	Q4 2019
PMPhilip Morris International Inc.	$359K	0.05%	0.00%	+25.6%	Q4 2019
BABoeing Co	$356K	0.05%	0.00%	+7.4%	Q4 2019
NFLXNetflix Inc	$332K	0.05%	0.00%	+7.7%	Q1 2020
ORCLOracle Corp	$324K	0.04%	0.00%	+3.3%	Q4 2019
BACBank of America Corp	$307K	0.04%	0.00%	-5.2%	Q4 2019
MAMastercard Inc	$306K	0.04%	0.00%	+1.8%	Q4 2019
PGPROCTER & GAMBLE Co	$293K	0.04%	0.00%	-4.0%	Q4 2019
CVXChevron Corp	$276K	0.04%	0.00%	Not reported	Q4 2019
CATCaterpillar Inc	$273K	0.04%	0.00%	+3.2%	Q4 2020
PNCPNC Financial Services Group, Inc.	$267K	0.04%	0.00%	+0.9%	Q4 2019
MRKMerck & Co., Inc.	$265K	0.04%	0.00%	+0.8%	Q4 2019

Q4 2025Reported Feb 13, 202667 positions
DFAXGulf Resources, Inc.	$29M	3.99%	Not reported	-6.4%	Q3 2021
VLUEiSHARES TRUST	$25.1M	3.46%	Not reported	+0.9%	Q4 2020
AAPLApple Inc.	$10M	1.38%	0.00%	-3.9%	Q4 2019
PPGPPG Industries Inc	$8.27M	1.14%	0.04%	-2.1%	Q4 2019
NVDANvidia Corp	$3.55M	0.49%	0.00%	-3.2%	Q4 2019
MSFTMicrosoft Corp	$3.32M	0.46%	0.00%	-3.2%	Q4 2019
HDHome Depot, Inc.	$1.88M	0.26%	0.00%	-1.0%	Q4 2019
AMZNAmazon Com Inc	$1.72M	0.24%	0.00%	-4.4%	Q4 2019
GOOGLAlphabet Inc.	$1.67M	0.23%	0.00%	-26.1%	Q4 2019
AVGOBroadcom Inc.	$1.26M	0.17%	0.00%	-0.4%	Q4 2020
METAMeta Platforms, Inc.	$1.2M	0.17%	Not reported	-27.7%	Q4 2019
MRBKMeridian Corp	$1.18M	0.16%	0.57%	-7.5%	Q4 2019
GOOGAlphabet Inc.	$1.13M	0.16%	Not reported	-4.5%	Q4 2019
TXNTexas Instruments Inc	$1.04M	0.14%	0.00%	-4.4%	Q4 2019
GLDSPDR Gold Trust	$968K	0.13%	0.00%	-4.3%	Q4 2019
SPGIS&P Global Inc.	$926K	0.13%	0.00%	-0.1%	Q4 2019
JPMJPMorgan Chase & Co	$916K	0.13%	0.00%	-4.2%	Q4 2019
TSLATesla, Inc.	$894K	0.12%	0.00%	-2.3%	Q4 2019
BRK.ABerkshire Hathaway Inc	$755K	0.10%	Not reported	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$663K	0.09%	0.00%	-10.1%	Q4 2019
CBUCommunity Financial System, Inc.	$626K	0.09%	0.02%	-0.3%	Q4 2019
AMDAdvanced Micro Devices Inc	$616K	0.08%	0.00%	+0.5%	Q1 2021
LLYELI LILLY & Co	$601K	0.08%	0.00%	-2.8%	Q4 2019
ABBVAbbVie Inc.	$589K	0.08%	0.00%	-2.8%	Q2 2020
MCDMcdonalds Corp	$545K	0.08%	0.00%	-0.2%	Q4 2019
FULTFulton Financial Corp	$532K	0.07%	0.02%	Not reported	Q4 2019
JNJJohnson & Johnson	$517K	0.07%	0.00%	+0.4%	Q4 2019
WMTWalmart Inc.	$499K	0.07%	0.00%	-3.7%	Q4 2019
VVisa Inc.	$478K	0.07%	0.00%	-2.9%	Q4 2019
CNTACentessa Pharmaceuticals PLC	$453K	0.06%	0.01%	Not reported	Q2 2025
LOWLowes Companies Inc	$422K	0.06%	0.00%	-2.3%	Q4 2019
ORCLOracle Corp	$416K	0.06%	0.00%	-4.5%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$413K	0.06%	Not reported	Not reported	Q4 2019
IAUIshares Gold Trust	$370K	0.05%	0.00%	+0.9%	Q1 2021
BACBank of America Corp	$365K	0.05%	0.00%	+5.3%	Q4 2019
CSCOCisco Systems, Inc.	$364K	0.05%	0.00%	+44.5%	Q4 2019
BABoeing Co	$362K	0.05%	0.00%	+22.8%	Q4 2019
RTXRTX Corp	$357K	0.05%	0.00%	-3.0%	Q2 2020
MAMastercard Inc	$344K	0.05%	0.00%	-4.8%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$306K	0.04%	Not reported	Not reported	Q4 2019
PGPROCTER & GAMBLE Co	$303K	0.04%	0.00%	-16.0%	Q4 2019
NFLXNetflix Inc	$301K	0.04%	0.00%	+1.1%	Q1 2020
COSTCostco Wholesale Corp	$295K	0.04%	0.00%	-6.8%	Q4 2019
TELTE Connectivity plc	$284K	0.04%	0.00%	-1.0%	Q1 2021
RKLBRocket Lab Corp	$283K	0.04%	0.00%	New	Q4 2025
PMPhilip Morris International Inc.	$277K	0.04%	0.00%	-8.4%	Q4 2019
PNCPNC Financial Services Group, Inc.	$266K	0.04%	0.00%	-0.4%	Q4 2019
UNHUnitedhealth Group Inc	$258K	0.04%	0.00%	-4.4%	Q4 2019
GSGoldman Sachs Group Inc	$250K	0.03%	0.00%	+1.8%	Q4 2019
APPAppLovin Corp	$249K	0.03%	0.00%	-1.1%	Q3 2025

Q3 2025Reported Nov 13, 202564 positions
DFAXGulf Resources, Inc.	$29.7M	4.08%	Not reported	-0.5%	Q3 2021
VLUEiSHARES TRUST	$22.8M	3.13%	Not reported	+4.0%	Q4 2020
AAPLApple Inc.	$9.79M	1.35%	0.00%	-4.3%	Q4 2019
PPGPPG Industries Inc	$8.66M	1.19%	0.04%	-35.8%	Q4 2019
MSFTMicrosoft Corp	$3.67M	0.51%	0.00%	-9.2%	Q4 2019
NVDANvidia Corp	$3.67M	0.50%	0.00%	-29.1%	Q4 2019
HDHome Depot, Inc.	$2.24M	0.31%	0.00%	-10.2%	Q4 2019
METAMeta Platforms, Inc.	$1.85M	0.25%	Not reported	-14.4%	Q4 2019
GOOGLAlphabet Inc.	$1.75M	0.24%	0.00%	-11.1%	Q4 2019
AMZNAmazon Com Inc	$1.72M	0.24%	0.00%	-10.9%	Q4 2019
AVGOBroadcom Inc.	$1.21M	0.17%	0.00%	-5.5%	Q4 2020
TXNTexas Instruments Inc	$1.15M	0.16%	0.00%	-3.5%	Q4 2019
MRBKMeridian Corp	$1.14M	0.16%	0.63%	-48.3%	Q4 2019
JPMJPMorgan Chase & Co	$936K	0.13%	0.00%	-45.2%	Q4 2019
GOOGAlphabet Inc.	$917K	0.13%	Not reported	-17.6%	Q4 2019
GLDSPDR Gold Trust	$907K	0.12%	0.00%	Not reported	Q4 2019
TSLATesla, Inc.	$904K	0.12%	0.00%	+2.0%	Q4 2019
SPGIS&P Global Inc.	$863K	0.12%	0.00%	-1.0%	Q4 2019
BRK.ABerkshire Hathaway Inc	$754K	0.10%	Not reported	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$691K	0.10%	0.00%	-1.7%	Q4 2019
CBUCommunity Financial System, Inc.	$641K	0.09%	0.02%	-0.1%	Q4 2019
ORCLOracle Corp	$628K	0.09%	0.00%	-2.3%	Q4 2019
ABBVAbbVie Inc.	$614K	0.08%	0.00%	-47.1%	Q2 2020
MCDMcdonalds Corp	$543K	0.07%	0.00%	-0.5%	Q4 2019
FULTFulton Financial Corp	$513K	0.07%	0.02%	Not reported	Q4 2019
WMTWalmart Inc.	$479K	0.07%	0.00%	-3.3%	Q4 2019
VVisa Inc.	$479K	0.07%	0.00%	-5.7%	Q4 2019
AMDAdvanced Micro Devices Inc	$463K	0.06%	0.00%	-25.7%	Q1 2021
JNJJohnson & Johnson	$461K	0.06%	0.00%	-6.2%	Q4 2019
LOWLowes Companies Inc	$450K	0.06%	0.00%	-1.4%	Q4 2019
LLYELI LILLY & Co	$439K	0.06%	0.00%	-13.8%	Q4 2019
CNTACentessa Pharmaceuticals PLC	$439K	0.06%	0.01%	-52.5%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$404K	0.06%	Not reported	Not reported	Q4 2019
PGPROCTER & GAMBLE Co	$387K	0.05%	0.00%	-31.1%	Q4 2019
NFLXNetflix Inc	$380K	0.05%	0.00%	-6.8%	Q1 2020
MAMastercard Inc	$360K	0.05%	0.00%	-5.5%	Q4 2019
COSTCostco Wholesale Corp	$340K	0.05%	0.00%	-5.9%	Q4 2019
RTXRTX Corp	$336K	0.05%	0.00%	-5.0%	Q2 2020
IAUIshares Gold Trust	$328K	0.05%	0.00%	+0.3%	Q1 2021
BACBank of America Corp	$326K	0.04%	0.00%	-19.4%	Q4 2019
PMPhilip Morris International Inc.	$306K	0.04%	0.00%	-8.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$299K	0.04%	Not reported	Not reported	Q4 2019
ABTAbbott Laboratories	$294K	0.04%	0.00%	-34.5%	Q4 2019
BABoeing Co	$293K	0.04%	0.00%	-24.7%	Q4 2019
UNHUnitedhealth Group Inc	$282K	0.04%	0.00%	Not reported	Q4 2019
TELTE Connectivity plc	$277K	0.04%	0.00%	-1.0%	Q1 2021
APPAppLovin Corp	$269K	0.04%	0.00%	New	Q3 2025
ADPAutomatic Data Processing Inc	$262K	0.04%	0.00%	-3.6%	Q4 2019
PNCPNC Financial Services Group, Inc.	$257K	0.04%	0.00%	-1.8%	Q4 2019
PLTRPalantir Technologies Inc.	$256K	0.04%	0.00%	-59.9%	Q2 2025

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