Latest Meridian Wealth Partners, LLC Stock Portfolio

Meridian Wealth Partners, LLC Performance:

2025 Q3: 1.33%YTD: 1.82%2024: 2.46%

Performance for 2025 Q3 is 1.33%, and YTD is 1.82%, and 2024 is 2.46%.

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 07-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $905.6 Millions. In it's latest 13F Holdings report, Meridian Wealth Partners, LLC reported an equity portfolio of $726.6 Millions as of 30 Sep, 2025.

The top stock holdings of Meridian Wealth Partners, LLC are DFAC, FNDA, IJR. The fund has invested 14.1% of it's portfolio in DIMENSIONAL ETF TRUST and 12.4% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off S & T BANCORP INC (STBA), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and GE VERNOVA INC stocks. They significantly reduced their stock positions in WELLS FARGO CO NEW (WFC), PALANTIR TECHNOLOGIES INC (PLTR) and CENTESSA PHARMACEUTICALS PLC (CNTA). Meridian Wealth Partners, LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), INVESCO QQQ TR (QQQ) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW).

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

Our best estimate is that Meridian Wealth Partners, LLC made a return of 1.33% in the last quarter. In trailing 12 months, it's portfolio return was 1.81%.

New Buys

Ticker	$ Bought
vanguard malvern fds	392,651
invesco qqq tr	298,755
unitedhealth group inc	281,997
applovin corp	268,735
vanguard whitehall fds	225,520
ge aerospace	221,331
merck & co inc	217,995
thermo fisher scientific inc	205,649

New stocks bought by Meridian Wealth Partners, LLC

Additions

Ticker	% Inc.
vanguard index fds	70.23
ishares tr	56.62
vanguard world fd	47.32
ishares tr	40.51
ishares tr	24.69
vanguard index fds	20.99
ishares inc	16.66
dimensional etf trust	16.03

Additions to existing portfolio by Meridian Wealth Partners, LLC

Reductions

Ticker	% Reduced
wells fargo co new	-71.12
palantir technologies inc	-59.91
centessa pharmaceuticals plc	-52.49
meridian corporation	-48.31
abbvie inc	-47.06
jpmorgan chase & co.	-45.19
prologis inc.	-44.48
schwab strategic tr	-43.43

Meridian Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
s & t bancorp inc	-539,011
disney walt co	-214,206
taiwan semiconductor mfg ltd	-358,761
ishares tr	-226,984
ge vernova inc	-315,903
servicenow inc	-235,106

Meridian Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Meridian Wealth Partners, LLC has about 92.5% of it's holdings in Others sector.

Sector	%
Others	92.5
Technology	2.9
Basic Materials	1.2

Market Cap. Distribution

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

Category	%
UNALLOCATED	92.5
MEGA-CAP	4.9
LARGE-CAP	2.2

Stocks belong to which Index?

About 7% of the stocks held by Meridian Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	92.8
S&P 500	7

Top 5 Winners (%)		%
CNTA	centessa pharmaceuticals plc	84.5 %
TSLA	tesla inc	38.9 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %
PLTR	palantir technologies inc	33.8 %

Top 5 Winners ($)		$
AAPL	apple inc	2.0 M
IJR	ishares tr	1.7 M
IJR	ishares tr	1.1 M
IJR	ishares tr	0.9 M
NVDA	nvidia corporation	0.8 M

Top 5 Losers (%)		%
TXN	texas instrs inc	-11.5 %
PM	philip morris intl inc	-10.9 %
NFLX	netflix inc	-10.5 %
SPGI	s&p global inc	-7.7 %
PPG	ppg inds inc	-7.6 %

Top 5 Losers ($)		$
PPG	ppg inds inc	-1.1 M
TXN	texas instrs inc	-0.2 M
SPGI	s&p global inc	-0.1 M
NFLX	netflix inc	0.0 M
PM	philip morris intl inc	0.0 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 113 stocks in it's portfolio. About 67.7% of the portfolio is in top 10 stocks. PPG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Meridian Wealth Partners, LLC last quarter.

Last Reported on: 13 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.35	38,455	9,791,630	reduced	-4.27

AAXJ	ishares tr	4.12	262,856	29,934,100	added	24.69

AAXJ	ishares tr	3.40	259,900	24,729,500	added	4.97

AAXJ	ishares tr	2.93	200,095	21,308,100	reduced	-3.9

AAXJ	ishares tr	2.19	234,655	15,916,700	added	40.51

AAXJ	ishares tr	1.11	75,349	8,045,770	reduced	-4.79

ABBV	abbvie inc	0.08	2,650	613,659	reduced	-47.06

ABT	abbott labs	0.04	2,198	294,446	reduced	-34.51

ACWF	ishares tr	0.16	25,610	1,196,270	added	0.42

ADP	automatic data processing in	0.04	891	261,506	reduced	-3.57

AMD	advanced micro devices inc	0.06	2,862	463,044	reduced	-25.66

AMZN	amazon com inc	0.24	7,818	1,716,560	reduced	-10.88

APP	applovin corp	0.04	374	268,735	new

AVGO	broadcom inc	0.17	3,663	1,208,560	reduced	-5.54

BA	boeing co	0.04	1,358	293,026	reduced	-24.68

BAC	bank america corp	0.04	6,311	325,581	reduced	-19.35

BIV	vanguard bd index fds	0.20	19,980	1,485,910	added	5.19

BNDW	vanguard scottsdale fds	0.07	10,305	483,923	added	6.54

BNDW	vanguard scottsdale fds	0.07	8,182	481,511	added	8.73

BNDW	vanguard scottsdale fds	0.03	3,801	228,175	reduced	-12.12