Institutional Fund
Meridian Wealth Partners, LLC
Exton, PACIK 17819425 filings on record
Portfolio Value
$728.56M
Q1 2026
Holdings
118
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+0.4%
from $725.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.9%
- Dimensional ETF Trust12.7%
- Schwab Strategic Tr12.3%
- Dimensional ETF Trust6.9%
- Ishares Tr4.3%
- Ishares Tr4.2%
- Other46.7%
Portfolio Holdings
118 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 943.2K | $93.63M | 12.9% | +38.1K | Added |
| 2 | Dimensional ETF Trust | 2.38M | $92.51M | 12.7% | −106.4K | Reduced |
| 3 | Schwab Strategic Tr | 3.50M | $89.75M | 12.3% | +94.7K | Added |
| 4 | Dimensional ETF Trust | 1.12M | $50.32M | 6.9% | +37.1K | Added |
| 5 | Ishares Tr | 278.7K | $31.04M | 4.3% | +10.5K | Added |
| 6 | Ishares Tr | 272.5K | $30.83M | 4.2% | +13.1K | Added |
| 7 | Dimensional ETF Trust | 852.5K | $28.96M | 4.0% | −32.4K | Reduced |
| 8 | Ishares Tr | 332.8K | $28.83M | 4.0% | +10.6K | Added |
| 9 | Ishares Tr | 280.3K | $26.62M | 3.7% | +12.1K | Added |
| 10 | Ishares Tr | 186.2K | $26.48M | 3.6% | +2.5K | Added |
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