Meridian Wealth Partners, LLC
Long book
$728.6M
Q1 2026
Positions
118
Top-10 weight
68%
concentration
Last quarter
+11.9%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsMeridian Wealth Partners, LLC is a wealth-management firm allocating client money, running a $728.6M US long book across 118 positions.
The portfolio is concentrated: the top 10 names carry 68% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE U.S. AGGREGATE, DIMENSIONAL US CORE EQUITY 2, SCHWAB US LARGE-CAP ETF, DIMENSIONAL US CORE EQUITY M, ISHARES MSCI EAFE GROWTH ETF.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.0%
Q2 2024
+6.1%
Q3 2024
-0.4%
Q4 2024
-1.9%
Q1 2025
+8.0%
Q2 2025
+6.6%
Q3 2025
+2.7%
Q4 2025
-1.4%
Q1 2026
+11.9%
Sector allocation
Technology 43%
Other 17%
Consumer discretionary 10%
Financials 9%
Industrials 8%
Healthcare 4%
Services media 3%
Energy 2%
Long book by quarter
What does Meridian Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 37.5K | $9.5M | 1.3% | +1.4% |
| PPG PPG INDUSTRIES INC | Other | 79.1K | $8.5M | 1.2% | -2.0% |
| NVDA NVIDIA CORP | Technology | 21.1K | $3.7M | 0.5% | +10.8% |
| MSFT MICROSOFT CORP | Technology | 7.2K | $2.7M | 0.4% | +4.7% |
| HD HOME DEPOT INC | Consumer discretionary | 5.4K | $1.8M | 0.2% | -0.6% |
| NVR NVR INC | Industrials | 262 | $1.7M | 0.2% | New |
| AMZN AMAZON.COM INC | Consumer discretionary | 8.3K | $1.7M | 0.2% | +10.9% |
| GOOGL ALPHABET INC-CL A | Technology | 5.0K | $1.4M | 0.2% | -5.8% |
| MRBK MERIDIAN CORP | Financials | 66.8K | $1.3M | 0.2% | Held |
| AVGO BROADCOM INC | Technology | 3.8K | $1.2M | 0.2% | +4.1% |
| TXN TEXAS INSTRUMENTS INC | Technology | 6.0K | $1.2M | 0.2% | +0.7% |
| GOOG ALPHABET INC-CL C | Technology | 3.7K | $1.1M | 0.1% | +3.1% |
| META META PLATFORMS INC-CLASS A | Technology | 1.8K | $1.0M | 0.1% | -1.8% |
| XOM EXXON MOBIL CORP | Energy | 5.6K | $953K | 0.1% | +1.9% |
| JPM JPMORGAN CHASE & CO | Financials | 2.8K | $832K | 0.1% | -0.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 3.3K | $809K | 0.1% | +32.7% |
| TSLA TESLA INC | Industrials | 2.0K | $750K | 0.1% | +1.6% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 1 | $718K | 0.1% | Held |
| CBU COMMUNITY FINANCIAL SYSTEM I | Financials | 10.9K | $639K | 0.1% | Held |
| SPGI S&P GLOBAL INC | Services media | 1.5K | $619K | 0.1% | -17.9% |
| AMD ADVANCED MICRO DEVICES | Technology | 3.0K | $614K | 0.1% | +4.9% |
| ABBV ABBVIE INC | Healthcare | 2.8K | $608K | 0.1% | +8.4% |
| WMT WALMART INC | Consumer discretionary | 4.7K | $581K | 0.1% | +4.4% |
| FULT FULTON FINANCIAL CORP | Financials | 27.5K | $560K | 0.1% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.8K | $553K | 0.1% | -0.2% |
| LLY ELI LILLY & CO | Healthcare | 576 | $529K | 0.1% | +2.9% |
| LMT LOCKHEED MARTIN CORP | Industrials | 833 | $504K | 0.1% | New |
| CL COLGATE-PALMOLIVE CO | Other | 5.6K | $478K | 0.1% | New |
| LOW LOWE'S COS INC | Consumer discretionary | 1.9K | $441K | 0.1% | +6.7% |
| RTX RTX CORP | Industrials | 2.2K | $430K | 0.1% | +14.5% |
| V VISA INC-CLASS A SHARES | Services media | 1.4K | $409K | 0.1% | -0.6% |
| CSCO CISCO SYSTEMS INC | Technology | 4.8K | $372K | 0.1% | +1.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 373 | $372K | 0.1% | +9.1% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 2.2K | $359K | 0.0% | +25.6% |
| BA BOEING CO/THE | Industrials | 1.8K | $356K | 0.0% | +7.4% |
| NFLX NETFLIX INC | Services media | 3.5K | $332K | 0.0% | +7.7% |
| ORCL ORACLE CORP | Technology | 2.2K | $324K | 0.0% | +3.3% |
| BAC BANK OF AMERICA CORP | Financials | 6.3K | $307K | 0.0% | -5.2% |
| MA MASTERCARD INC - A | Services media | 613 | $306K | 0.0% | +1.8% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.0K | $293K | 0.0% | -4.0% |
| CVX CHEVRON CORP | Energy | 1.3K | $276K | 0.0% | New |
| CAT CATERPILLAR INC | Industrials | 386 | $273K | 0.0% | +3.2% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 1.3K | $267K | 0.0% | +0.9% |
| MRK MERCK & CO. INC. | Healthcare | 2.2K | $265K | 0.0% | +0.8% |
| RKLB ROCKET LAB CORP | Industrials | 4.1K | $261K | 0.0% | +0.5% |
| TEL TE CONNECTIVITY PLC | Consumer discretionary | 1.2K | $257K | 0.0% | -1.6% |
| KO COCA-COLA CO/THE | Consumer staples | 3.3K | $249K | 0.0% | +1.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 118 | $728.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 113 | $725.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 113 | $726.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 111 | $689.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 103 | $626.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 106 | $659.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 8, 2024 | 108 | $643.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 107 | $566.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 107 | $554.1M | canonical | SEC ↗ |