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Latest Meridian Wealth Partners, LLC Stock Portfolio

$728Million | No. of Holdings #118

Meridian Wealth Partners, LLC Performance

2026 Q1-1.59%
YTD-1.59%
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 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meridian Wealth Partners, LLC reported an equity portfolio of $728.6 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Meridian Wealth Partners, LLC are IJR, DFAC, FNDA. The fund has invested 12.8% of it's portfolio in ISHARES TR and 12.7% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), APPLOVIN CORP (APP) and WELLS FARGO CO NEW (WFC) stocks. They significantly reduced their stock positions in ISHARES GOLD TR (IAU), S&P GLOBAL INC (SPGI) and SCHWAB STRATEGIC TR (FNDA). Meridian Wealth Partners, LLC opened new stock positions in NVR INC (NVR), LOCKHEED MARTIN CORP (LMT) and COLGATE PALMOLIVE CO (CL). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO QQQ TR (QQQ), JOHNSON & JOHNSON (JNJ) and VANGUARD WORLD FD (VAW).
Meridian Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$728Million
  as of May 14, 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 -1.59% in the last quarter. In trailing 12 months, it's portfolio return was 13.68%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nvr inc1,726,540
lockheed martin corp503,686
colgate palmolive co478,113
chevron corporation275,867
first tr exchange traded fd252,579
applied matls inc246,660
micron technology inc236,715
linde plc221,275
New stocks bought by Meridian Wealth Partners, LLC

Additions

Ticker% Inc.
invesco qqq tr84.74
johnson & johnson32.65
vanguard world fd28.43
vanguard index fds25.65
philip morris intl inc25.61
palantir technologies inc16.47
rtx corporation14.48
amazon com inc10.85
Additions to existing portfolio by Meridian Wealth Partners, LLC

Reductions

Ticker% Reduced
ishares gold tr-34.28
s&p global inc-17.95
schwab strategic tr-12.16
vanguard index fds-7.1
alphabet inc-5.82
vanguard intl equity index f-5.81
bank america corp-5.21
vanguard index fds-4.85
Meridian Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
wells fargo co new-233,063
abbott labs-229,699
morgan stanley-213,600
automatic data processing in-215,300
unitedhealth group inc-257,707
american express co-215,931
ishares tr-212,512
applovin corp-249,314
Meridian Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Meridian Wealth Partners, LLC has about 92.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Basic Materials
Sector%
Others92.4
Technology2.8
Basic Materials1.2

Market Cap. Distribution

Meridian Wealth Partners, LLC has about 7.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED92.4
MEGA-CAP5.1
LARGE-CAP2

Stocks belong to which Index?

About 7.1% of the stocks held by Meridian Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others92.7
S&P 5007.1
Top 5 Winners (%)%
CNTA
centessa pharmaceuticals plc
58.8 %
XOM
exxon mobil corp
40.4 %
CAT
caterpillar inc
23.2 %
JNJ
johnson & johnson
15.5 %
COST
costco wholesale corporation
14.8 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
1.1 M
IBCE
ishares tr
1.0 M
EMGF
ishares inc
0.7 M
AAXJ
ishares tr
0.7 M
IBCE
ishares tr
0.7 M
Top 5 Losers (%)%
ORCL
oracle corp
-24.2 %
MSFT
microsoft corp
-23.1 %
TSLA
tesla inc
-17.2 %
SPGI
s&p global inc
-16.9 %
PLTR
palantir technologies inc
-16.7 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-4.4 M
IJR
ishares tr
-2.7 M
DFAC
dimensional etf trust
-1.8 M
DFAC
dimensional etf trust
-1.8 M
FNDA
schwab strategic tr
-1.0 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 118 stocks in it's portfolio. About 68.5% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Meridian Wealth Partners, LLC last quarter.

$728.57MTotal Value
126Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Meridian Wealth Partners, LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
4.26%278,706
$31.04M
4.26%
increased 3.9 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
3.65%280,334
$26.62M
3.65%
increased 4.5 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
2.5%171,618
$18.22M
2.5%
decreased 0.74 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
2.41%236,180
$17.56M
2.41%
increased 2.2 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
1.02%69,709
$7.42M
1.02%
decreased 1.09 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Meridian Wealth Partners, LLC's holding in Ishares Tr over time
0.13%21,057
$972.6K
0.13%
decreased 1.56 percentreduced
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
0.04%2,280
$252.6K
0.04%
new position
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Meridian Wealth Partners, LLC's holding in Vanguard Bd Index Fds over time
0.2%19,881
$1.46M
0.2%
decreased 0.92 percentreduced