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Meridian Wealth Partners, LLC
hedge fundUpdated 29 days agoManaged by Meridian Wealth Partners, Llc • Latest filing Q2 2026
Portfolio value
$826.1M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $459.3M |
| Q2 2023 | $487M |
| Q3 2023 | $480.2M |
| Q4 2023 | $523.8M |
| Q1 2024 | $554.1M |
| Q2 2024 | $566.4M |
| Q3 2024 | $643M |
| Q4 2024 | $659.1M |
| Q1 2025 | $626.6M |
| Q2 2025 | $689.7M |
| Q3 2025 | $726.6M |
| Q4 2025 | $725.6M |
| Q1 2026 | $728.6M |
| Q2 2026 | $826.1M |
Top holdings
125 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHW-PJ SCHWAB STRATEGIC TR | $105M | 3.57M | 12.71% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $104.3M | 2.35M | 12.63% | — |
| 3 | E ETHA ISHARES TR | $98.4M | 994.5K | 11.92% | — |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $58.7M | 1.13M | 7.10% | — |
| 5 | E ETHA ISHARES TR | $37.9M | 275.3K | 4.58% | — |
| 6 | E ETHA ISHARES TR | $35.9M | 288.3K | 4.34% | — |
| 7 | E ETHA ISHARES TR | $34M | 170.2K | 4.12% | — |
| 8 | E ETHA ISHARES TR | $32.1M | 336.5K | 3.89% | — |
| 9 | D DIOD DIMENSIONAL ETF TRUST | $31.1M | 844.6K | 3.77% | — |
| 10 | E ETHA ISHARES TR | $28.1M | 297.6K | 3.40% | — |
| 11 | S SCHW-PJ SCHWAB STRATEGIC TR | $27.1M | 937.4K | 3.29% | — |
| 12 | E ETHA ISHARES TR | $25.2M | 115.0K | 3.05% | — |
| 13 | E ETHA ISHARES INC | $22.9M | 276.5K | 2.77% | — |
| 14 | E ETHA ISHARES TR | $18.5M | 241.3K | 2.24% | — |
| 15 | E ETHA ISHARES TR | $16.4M | 152.8K | 1.99% | — |
| 16 | S SCHW-PJ SCHWAB STRATEGIC TR | $14.1M | 582.7K | 1.70% | — |
| 17 | E ETHA ISHARES TR | $11.5M | 38.2K | 1.39% | — |
| 18 | A AAPL APPLE INC | $10.5M | 36.5K | 1.28% | — |
| 19 | P PPG PPG INDS INC | $9.5M | 78.2K | 1.15% | — |
| 20 | S SCHW-PJ SCHWAB STRATEGIC TR | $8.5M | 230.9K | 1.03% | — |