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Latest Meridian Wealth Partners, LLC Stock Portfolio

$826Million | No. of Holdings #125

Meridian Wealth Partners, LLC Performance

2026 Q2+10.83%
YTD+9.07%
2025+13.02%

About Meridian Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

Meridian Wealth Partners, LLC is a hedge fund based in Blue Bell, PA. On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meridian Wealth Partners, LLC reported an equity portfolio of $826.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Meridian Wealth Partners, LLC are FNDA, DFAC, IJR. The fund has invested 12.7% of it's portfolio in SCHWAB STRATEGIC TR and 12.6% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off CENTESSA PHARMACEUTICALS PLC (CNTA), FIRST TR EXCHANGE TRADED FD (AIRR) and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in ADVANCED MICRO DEVICES INC (AMD), VANGUARD WHITEHALL FDS (VIGI) and INVESCO QQQ TR (QQQ). Meridian Wealth Partners, LLC opened new stock positions in INTEL CORP (INTC), LAM RESEARCH CORP (LRCX) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (ACWF).
Meridian Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$826Million
  as of Aug 12, 2026

Meridian Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Meridian Wealth Partners, LLC made a return of 10.83% in the last quarter. In trailing 12 months, it's portfolio return was 17.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel corp425,360
lam research corp321,531
unitedhealth group inc320,313
sandisk corp311,502
starbucks corp241,503
ge vernova inc240,847
kla corp239,559
western digital corp231,648
New stocks bought by Meridian Wealth Partners, LLC

Additions

Ticker% Inc.
vanguard world fd701
vanguard index fds500
vanguard index fds313
vanguard index fds216
ishares tr27.23
oracle corp19.65
micron technology inc19.26
tesla inc13.18
Additions to existing portfolio by Meridian Wealth Partners, LLC

Reductions

Ticker% Reduced
advanced micro devices inc-24.66
vanguard whitehall fds-14.71
invesco qqq tr-14.13
s&p global inc-13.00
cisco sys inc-12.09
ishares tr-11.64
ishares tr-10.97
ishares tr-10.58
Meridian Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
centessa pharmaceuticals plc-718,972
comcast corp new-221,446
first tr exchange traded fd-252,579
nextera energy inc-208,916
gilead sciences inc-209,892
palantir technologies inc-218,251
waste mgmt inc del-210,565
Meridian Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Meridian Wealth Partners, LLC has about 92.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Basic Materials
Sector%
Others92.2
Technology3.2
Basic Materials1.2

Market Cap. Distribution

Meridian Wealth Partners, LLC has about 7.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED92.2
MEGA-CAP5.5
LARGE-CAP1.9

Stocks belong to which Index?

About 7.4% of the stocks held by Meridian Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others92.4
S&P 5007.4
Top 5 Winners (%)%
MU
micron technology inc
185.9 %
AMD
advanced micro devices inc
162.7 %
AMAT
applied matls inc
111.1 %
rocket lab corp
57.3 %
TXN
texas instrs inc
53.4 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
13.4 M
DFAC
dimensional etf trust
13.0 M
IBCE
ishares tr
10.3 M
DFAC
dimensional etf trust
7.4 M
IJR
ishares tr
6.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.4 %
NFLX
netflix inc.
-25.2 %
CVX
chevron corporation
-19.5 %
Top 5 Losers ($)$
VAW
vanguard world fd
-2.0 M
VB
vanguard index fds
-1.1 M
VB
vanguard index fds
-1.0 M
IJR
ishares tr
-0.3 M
XOM
exxon mobil corp
-0.2 M

Meridian Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Meridian Wealth Partners, LLC

Meridian Wealth Partners, LLC has 125 stocks in it's portfolio. About 68.5% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Meridian Wealth Partners, LLC last quarter.

$826.11MTotal Value
132Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Meridian Wealth Partners, LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
4.34%288,300
$35.87M
4.34%
increased 3.44 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
3.4%297,555
$28.12M
3.4%
increased 6.14 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
2.24%241,314
$18.47M
2.24%
increased 2.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
1.99%152,797
$16.44M
1.99%
decreased 10.97 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
0.79%61,596
$6.56M
0.79%
decreased 11.64 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
0.15%26,791
$1.24M
0.15%
increased 27.23 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Meridian Wealth Partners, LLC's holding in First Tr Exchange Traded Fd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Meridian Wealth Partners, LLC's holding in Vanguard Bd Index Fds over time
0.17%19,139
$1.40M
0.17%
decreased 3.73 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Meridian Wealth Partners, LLC's holding in Vanguard Scottsdale Fds over time
0.06%8,073
$469.8K
0.06%
decreased 3.25 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Meridian Wealth Partners, LLC's holding in Vanguard Scottsdale Fds over time
0.06%10,022
$469.1K
0.06%
decreased 3.21 percentreduced