Meridian Wealth Partners, LLC
119 holdingsFiling period: 2026-03-31Current AUM: $807.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 943.2K | $93.6M | $91.8M | 11.37% | +38.1K | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 2.38M | $92.5M | $105.9M | 13.11% | -106,396 | 2026-03-31 |
| 3 | SCHX | SCHWAB STRATEGIC TR | 3.50M | $89.8M | $103.1M | 12.76% | +94.7K | 2026-03-31 |
| 4 | DFAU | DIMENSIONAL ETF TRUST | 1.12M | $50.3M | $57.7M | 7.15% | +37.1K | 2026-03-31 |
| 5 | EFG | ISHARES TR | 278.7K | $31.0M | $33.8M | 4.19% | +10.5K | 2026-03-31 |
| 6 | IVW | ISHARES TR | 272.5K | $30.8M | $36.9M | 4.56% | +13.1K | 2026-03-31 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 852.5K | $29.0M | $31.1M | 3.85% | -32,421 | 2026-03-31 |
| 8 | IXUS | ISHARES TR | 332.8K | $28.8M | $31.5M | 3.90% | +10.6K | 2026-03-31 |
| 9 | MBB | ISHARES TR | 280.3K | $26.6M | $26.0M | 3.22% | +12.1K | 2026-03-31 |
| 10 | VLUE | ISHARES TR | 186.2K | $26.5M | $35.6M | 4.41% | +2.5K | 2026-03-31 |
| 11 | SCHB | SCHWAB STRATEGIC TR | 921.3K | $23.1M | $26.6M | 3.29% | +25.8K | 2026-03-31 |
| 12 | QUAL | ISHARES TR | 113.4K | $21.8M | $24.9M | 3.08% | +2.6K | 2026-03-31 |
| 13 | IEMG | ISHARES INC | 286.9K | $20.0M | $22.3M | 2.76% | +5.6K | 2026-03-31 |
| 14 | MUB | ISHARES TR | 171.6K | $18.2M | $18.1M | 2.24% | -1,287 | 2026-03-31 |
| 15 | EFV | ISHARES TR | 236.2K | $17.6M | $19.1M | 2.36% | +5.1K | 2026-03-31 |
| 16 | SCHO | SCHWAB STRATEGIC TR | 542.7K | $13.2M | $13.1M | 1.62% | +22.5K | 2026-03-31 |
| 17 | AAPL | APPLE INC | 37.5K | $9.5M | $11.6M | 1.43% | +535 | 2026-03-31 |
| 18 | IWM | ISHARES TR | 38.0K | $9.4M | $11.1M | 1.37% | -5 | 2026-03-31 |
| 19 | PPG | PPG INDS INC | 79.1K | $8.5M | $8.7M | 1.08% | -1,583 | 2026-03-31 |
| 20 | SUB | ISHARES TR | 69.7K | $7.4M | $7.4M | 0.92% | -765 | 2026-03-31 |
| 21 | SCHM | SCHWAB STRATEGIC TR | 233.0K | $7.2M | $8.1M | 1.00% | -9,346 | 2026-03-31 |
| 22 | DFAS | DIMENSIONAL ETF TRUST | 70.0K | $5.0M | $5.7M | 0.70% | +4.3K | 2026-03-31 |
| 23 | IVV | ISHARES TR | 6.8K | $4.5M | $5.1M | 0.64% | -137 | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 21.1K | $3.7M | $4.2M | 0.52% | +2.1K | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 7.2K | $2.7M | $3.3M | 0.41% | +325 | 2026-03-31 |
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