Latest Meridian Wealth Partners, LLC Stock Portfolio

Meridian Wealth Partners, LLC Performance:

2025 Q4: 1.94%YTD: 13.02%2024: -7.69%

Performance for 2025 Q4 is 1.94%, and YTD is 13.02%, and 2024 is -7.69%.

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 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meridian Wealth Partners, LLC reported an equity portfolio of $725.6 Millions as of 31 Dec, 2025.

The top stock holdings of Meridian Wealth Partners, LLC are DFAC, FNDA, IJR. The fund has invested 13.6% of it's portfolio in DIMENSIONAL ETF TRUST and 12.6% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off VANGUARD MALVERN FDS (VTIP), SCHWAB STRATEGIC TR (FNDA) and BLACKROCK ETF TRUST II (HYMU) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), VANGUARD MUN BD FDS (VTEB) and SCHWAB STRATEGIC TR (FNDA). Meridian Wealth Partners, LLC opened new stock positions in ROCKET LAB CORP, AMERICAN EXPRESS CO (AXP) and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to CISCO SYS INC (CSCO), 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 1.94% in the last quarter. In trailing 12 months, it's portfolio return was 13.02%.

Performance
S&P 500

New Buys

Ticker	$ Bought
rocket lab corp	282,599
american express co	215,931
caterpillar inc	214,020
morgan stanley	213,600
ishares tr	212,512

New stocks bought by Meridian Wealth Partners, LLC

Additions

Ticker	% Inc.
cisco sys inc	44.53
ishares tr	32.77
vanguard world fd	31.05
vanguard specialized funds	25.17
boeing co	22.75
dimensional etf trust	18.25
ishares tr	9.16
comcast corp new	6.78

Additions to existing portfolio by Meridian Wealth Partners, LLC

Reductions

Ticker	% Reduced
vanguard index fds	-59.17
vanguard mun bd fds	-55.74
schwab strategic tr	-27.98
meta platforms inc	-27.74
alphabet inc	-26.09
prologis inc.	-23.69
schwab strategic tr	-22.53
vanguard index fds	-19.33

Meridian Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-334,961
blackrock etf trust ii	-287,715
vanguard malvern fds	-392,651
vanguard scottsdale fds	-228,175
linde plc	-208,684

Meridian Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Meridian Wealth Partners, LLC has about 92.7% of it's holdings in Others sector.

Sector	%
Others	92.7
Technology	2.9
Basic Materials	1.1

Market Cap. Distribution

Meridian Wealth Partners, LLC has about 7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	92.7
MEGA-CAP	5.3
LARGE-CAP	1.7

Stocks belong to which Index?

About 6.9% of the stocks held by Meridian Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	92.9
S&P 500	6.9

Top 5 Winners (%)		%
LLY	eli lilly & co	40.3 %
AMD	advanced micro devices inc	32.3 %
GOOG	alphabet inc	28.2 %
GOOG	alphabet inc	25.0 %
MRK	merck & co inc	23.4 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	2.6 M
IBCE	ishares tr	2.1 M
FNDA	schwab strategic tr	1.9 M
DFAC	dimensional etf trust	1.2 M
DFAC	dimensional etf trust	1.1 M

Top 5 Losers (%)		%
ORCL	oracle corp	-30.0 %
NFLX	netflix inc	-21.7 %
HD	home depot inc	-15.0 %
ADP	automatic data processing in	-12.0 %
META	meta platforms inc	-8.7 %

Top 5 Losers ($)		$
HD	home depot inc	-0.3 M
IJR	ishares tr	-0.3 M
MSFT	microsoft corp	-0.2 M
PPG	ppg inds inc	-0.2 M
ORCL	oracle 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 113 stocks in it's portfolio. About 69% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Meridian Wealth Partners, LLC last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.39	36,956	10,046,700	reduced	-3.9

AAXJ	ishares tr	4.21	268,250	30,559,100	added	2.05

AAXJ	ishares tr	3.52	268,260	25,543,700	added	3.22

AAXJ	ishares tr	2.55	172,905	18,519,900	reduced	-13.59

AAXJ	ishares tr	2.27	231,096	16,502,600	reduced	-1.52

AAXJ	ishares tr	1.04	70,474	7,519,580	reduced	-6.47

ABBV	abbvie inc	0.08	2,577	588,896	reduced	-2.75

ABT	abbott labs	0.03	1,833	229,699	reduced	-16.61

ACWF	ishares tr	0.14	21,390	995,491	reduced	-16.48

ADP	automatic data processing in	0.03	837	215,300	reduced	-6.06

AMD	advanced micro devices inc	0.09	2,877	616,139	added	0.52

AMZN	amazon com inc	0.24	7,473	1,724,880	reduced	-4.41

APP	applovin corp	0.03	370	249,314	reduced	-1.07

AVGO	broadcom inc	0.17	3,647	1,262,340	reduced	-0.44

AXP	american express co	0.03	584	215,931	new

BA	boeing co	0.05	1,667	361,868	added	22.75

BAC	bank america corp	0.05	6,645	365,478	added	5.29

BIV	vanguard bd index fds	0.20	20,065	1,486,220	added	0.43

BNDW	vanguard scottsdale fds	0.07	8,344	490,044	added	1.98

BNDW	vanguard scottsdale fds	0.07	10,354	487,467	added	0.48