Meridian Wealth Partners, LLC
126 holdingsFiling period: 2026-06-30Current AUM: $823.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 3.57M | $105.0M | $106.5M | 12.94% | +66.9K | 2026-06-30 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 2.35M | $104.3M | $105.2M | 12.79% | -29,270 | 2026-06-30 |
| 3 | AGG | ISHARES TR | 994.5K | $98.4M | $95.3M | 11.58% | +51.3K | 2026-06-30 |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 1.13M | $58.7M | $59.3M | 7.21% | +19.6K | 2026-06-30 |
| 5 | IVW | ISHARES TR | 275.3K | $37.9M | $37.8M | 4.60% | +2.7K | 2026-06-30 |
| 6 | EFG | ISHARES TR | 288.3K | $35.9M | $34.5M | 4.19% | +9.6K | 2026-06-30 |
| 7 | VLUE | ISHARES TR | 170.2K | $34.0M | $33.9M | 4.12% | -16,021 | 2026-06-30 |
| 8 | IXUS | ISHARES TR | 336.5K | $32.1M | $32.2M | 3.91% | +3.6K | 2026-06-30 |
| 9 | DFAX | DIMENSIONAL ETF TRUST | 844.6K | $31.1M | $31.6M | 3.84% | -7,819 | 2026-06-30 |
| 10 | MBB | ISHARES TR | 297.6K | $28.1M | $27.1M | 3.30% | +17.2K | 2026-06-30 |
| 11 | SCHB | SCHWAB STRATEGIC TR | 937.4K | $27.1M | $27.4M | 3.32% | +16.1K | 2026-06-30 |
| 12 | QUAL | ISHARES TR | 115.0K | $25.2M | $25.1M | 3.06% | +1.6K | 2026-06-30 |
| 13 | IEMG | ISHARES INC | 276.5K | $22.9M | $22.1M | 2.69% | -10,456 | 2026-06-30 |
| 14 | EFV | ISHARES TR | 241.3K | $18.5M | $19.7M | 2.39% | +5.1K | 2026-06-30 |
| 15 | MUB | ISHARES TR | 152.8K | $16.4M | $15.7M | 1.91% | -18,821 | 2026-06-30 |
| 16 | SCHO | SCHWAB STRATEGIC TR | 582.7K | $14.1M | $13.9M | 1.69% | +40.0K | 2026-06-30 |
| 17 | IWM | ISHARES TR | 38.2K | $11.5M | $10.9M | 1.32% | +140 | 2026-06-30 |
| 18 | AAPL | APPLE INC | 36.5K | $10.5M | $12.1M | 1.47% | -1,036 | 2026-06-30 |
| 19 | PPG | PPG INDS INC | 78.2K | $9.5M | $8.2M | 1.00% | -937 | 2026-06-30 |
| 20 | SCHM | SCHWAB STRATEGIC TR | 230.9K | $8.5M | $8.0M | 0.97% | -2,156 | 2026-06-30 |
| 21 | VTI | VANGUARD INDEX FDS | 18.7K | $6.9M | $7.0M | 0.85% | +12.8K | 2026-06-30 |
| 22 | SUB | ISHARES TR | 61.6K | $6.6M | $6.5M | 0.79% | -8,113 | 2026-06-30 |
| 23 | DFAS | DIMENSIONAL ETF TRUST | 70.7K | $5.8M | $5.6M | 0.69% | +718 | 2026-06-30 |
| 24 | IVV | ISHARES TR | 6.8K | $5.1M | $5.1M | 0.62% | -91 | 2026-06-30 |
| 25 | NVDA | NVIDIA CORPORATION | 21.8K | $4.4M | $4.6M | 0.56% | +690 | 2026-06-30 |
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