Meridian Wealth Partners, LLC
Meridian Wealth Partners, LLC reported 125 positions worth $826.1M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: SCHX (12.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $105.0M | 12.71% | 3,567,346 | — | — | |
| ▸ 2 | DFAC | SH | $104.3M | 12.63% | 2,351,350 | — | — | |
| ▸ 3 | AGG | SH | $98.4M | 11.92% | 994,500 | — | — | |
| ▸ 4 | DFAU | SH | $58.7M | 7.10% | 1,134,778 | — | — | |
| ▸ 5 | IVW | SH | $37.9M | 4.58% | 275,265 | — | — | |
| ▸ 6 | EFG | SH | $35.9M | 4.34% | 288,300 | — | — | |
| ▸ 7 | VLUE | SH | $34.0M | 4.12% | 170,213 | — | — | |
| ▸ 8 | IXUS | SH | $32.1M | 3.89% | 336,456 | — | — | |
| ▸ 9 | DFAX | SH | $31.1M | 3.77% | 844,650 | — | — | |
| ▸ 10 | MBB | SH | $28.1M | 3.40% | 297,555 | — | — |
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Frequently Asked Questions
What stocks does Meridian Wealth Partners, LLC hold as of Q2 2026?
Meridian Wealth Partners, LLC reported 125 positions worth $826.1M in its Q2 2026 13F filing. Largest positions: SCHX (12.7%), DFAC (12.6%), AGG (11.9%), DFAU (7.1%) and IVW (4.6%).
What did Meridian Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Meridian Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.