Meridian Wealth Partners, LLC: 13F holdings
CIK 17819422026Q2
| Positions | 125 |
|---|
| Reported value | $826.1m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 125 (+7 vs prior quarter) |
|---|
| Reported value | $826.1m (+13.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 3,567,346 | $105.0m | 12.7% |
| DIMENSIONAL ETF TRUST | 2,351,350 | $104.3m | 12.6% |
| AGG ISHARES TR | 994,500 | $98.4m | 11.9% |
| PAVE DIMENSIONAL ETF TRUST | 1,134,778 | $58.7m | 7.1% |
| IWF ISHARES TR | 275,265 | $37.9m | 4.6% |
| EFG ISHARES TR | 288,300 | $35.9m | 4.3% |
| VLUE ISHARES TR | 170,213 | $34.0m | 4.1% |
| EWJ ISHARES TR | 336,456 | $32.1m | 3.9% |
| DFAX DIMENSIONAL ETF TRUST | 844,650 | $31.1m | 3.8% |
| MBB ISHARES TR | 297,555 | $28.1m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1781942")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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