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Meridian Wealth Partners, LLC
CIK:0001781942
Investment Adviser
$1B AUM
111 holdings
Blue Bell, PA, USA
Meridian Wealth Partners, LLC is a registered investment advisor and a wholly owned non-bank subsidiary of Meridian Bank.
Investment Strategy
Not specified
Latest 13F Filing Activity
Meridian Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 111 equity positions with a total 13F market value of $690M. The fund increased holdings in Dimensional Etf Trust, Schwab Strategic TR, Dimensional Etf Trust among other positions. Meridian Wealth Partners, LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Chevron Corp. New among others.
Top Buys
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 14.04% | $96.8M | 2,702,281 | $26.99 | $35.84 | +$6.2M |
A AGG | ISHARES TR | 11.85% | $81.7M | 824,036 | $106.35 | $99.20 | +$5.7M |
D DFAU | DIMENSIONAL ETF TRUST | 11.20% | $77.3M | 1,824,109 | $28.66 | $42.36 | +$7.6M |
S SCHX | SCHWAB STRATEGIC TR | 10.45% | $72.1M | 2,949,522 | $14.12 | $24.44 | +$7.2M |
D DFAX | DIMENSIONAL ETF TRUST | 4.05% | $27.9M | 950,768 | $25.75 | $29.37 | +$3.1M |
Industry Allocation
ELECTRONIC COMPUTERS
+1.3%
PAINTS, VARNISHES, LACQUERS, ENAMELS & ALLIED PRODS
+1.2%
SEMICONDUCTORS & RELATED DEVICES
+0.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.8%
SERVICES-PREPACKAGED SOFTWARE
+0.6%
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
K Ken Ambrogi | Chief Investment Officer | Philadelphia, PA , United States |
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