☆Meridian Wealth Partners, LLC
Quality Q
0.831
AUM ($M)
826
Positions
125
Turnover
0.03
Top-10 wt
68%
Herfindahl
0.066
History (qtrs)
6
Excess Return
—
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Holdings · 132 positions · portfolio value $826M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 12.7% | +0.4% | 105.0 | 3,567,346 | +66,906 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 12.6% | -0.1% | 104.3 | 2,351,350 | -29,270 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 11.9% | -0.9% | 98.4 | 994,500 | +51,327 | 5 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | ADD | — | 7.1% | +0.2% | 58.7 | 1,134,778 | +19,562 | 5 | — |
| ☆IVW funds › | ISHARES TR | ADD | — | 4.6% | +0.4% | 37.9 | 275,265 | +2,723 | 5 | — |
| ☆EFG funds › | ISHARES TR | ADD | — | 4.3% | +0.1% | 35.9 | 288,300 | +9,594 | 5 | — |
| ☆VLUE funds › | ISHARES TR | TRIM | — | 4.1% | +0.5% | 34.0 | 170,213 | -16,021 | 5 | — |
| ☆IXUS funds › | ISHARES TR | ADD | — | 3.9% | -0.1% | 32.1 | 336,456 | +3,647 | 5 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | TRIM | — | 3.8% | -0.2% | 31.1 | 844,650 | -7,819 | 5 | — |
| ☆MBB funds › | ISHARES TR | ADD | — | 3.4% | -0.2% | 28.1 | 297,555 | +17,221 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | ADD | — | 3.3% | +0.1% | 27.1 | 937,426 | +16,141 | 5 | — |
| ☆QUAL funds › | ISHARES TR | ADD | — | 3.1% | +0.1% | 25.2 | 115,000 | +1,594 | 5 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 2.8% | +0.0% | 22.9 | 276,484 | -10,456 | 5 | — |
| ☆EFV funds › | ISHARES TR | ADD | — | 2.2% | -0.2% | 18.5 | 241,314 | +5,134 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 2.0% | -0.5% | 16.4 | 152,797 | -18,821 | 5 | — |
| ☆SCHO funds › | SCHWAB STRATEGIC TR | ADD | — | 1.7% | -0.1% | 14.1 | 582,657 | +40,004 | 5 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 1.4% | +0.1% | 11.5 | 38,156 | +140 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.3% | -0.0% | 10.5 | 36,455 | -1,036 | 5 | — |
| ☆PPG funds › | PPG INDS INC | TRIM | — | 1.1% | -0.0% | 9.5 | 78,167 | -937 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.0% | +0.0% | 8.5 | 230,886 | -2,156 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.8% | +0.6% | 6.9 | 18,686 | +12,788 | 5 | — |
| ☆SUB funds › | ISHARES TR | TRIM | — | 0.8% | -0.2% | 6.6 | 61,596 | -8,113 | 5 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.7% | +0.0% | 5.8 | 70,708 | +718 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.6% | -0.0% | 5.1 | 6,759 | -91 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.5% | +0.0% | 4.4 | 21,787 | +690 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.3% | -0.0% | 2.8 | 7,447 | +254 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.0% | 2.5 | 3,640 | +74 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.3% | -0.0% | 2.5 | 29,289 | -317 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.3% | +0.0% | 2.1 | 8,881 | +597 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | TRIM | — | 0.3% | -0.0% | 2.1 | 41,159 | -6 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.2% | +0.0% | 1.8 | 5,174 | +162 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.2% | -0.0% | 1.8 | 5,222 | -208 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 0.2% | +0.1% | 1.8 | 6,030 | +19 | 5 | — |
| ☆NVR funds › | NVR INC | HOLD | — | 0.2% | -0.0% | 1.8 | 262 | +0 | 2 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.2% | +0.0% | 1.8 | 20,809 | +618 | 5 | — |
| ☆ITOT funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 1.6 | 9,531 | +0 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.2% | +0.0% | 1.5 | 3,898 | +101 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.2% | -0.0% | 1.4 | 19,139 | -742 | 5 | — |
| ☆MRBK funds › | MERIDIAN CORP | ADD | — | 0.2% | -0.0% | 1.3 | 66,850 | +11 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.2% | +0.0% | 1.3 | 3,752 | +44 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.2% | +0.1% | 1.3 | 2,273 | -744 | 5 | — |
| ☆IUSB funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 1.2 | 26,791 | +5,734 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | -0.0% | 1.1 | 35,975 | +9 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | -0.0% | 1.0 | 1,857 | +71 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 0.1% | +0.1% | 1.0 | 836 | +135 | 2 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.1% | +0.0% | 1.0 | 2,284 | +266 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | +0.0% | 1.0 | 3,152 | -45 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.1% | -0.0% | 0.9 | 2,836 | +8 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.1% | -0.0% | 0.9 | 2,442 | +0 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.1% | -0.0% | 0.8 | 3,306 | -5 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.1% | -0.0% | 0.8 | 5,688 | +72 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.1% | +0.0% | 0.8 | 6,296 | +5,510 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.1% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆CBU funds › | COMMUNITY FINANCIAL SYSTEM I | HOLD | — | 0.1% | +0.0% | 0.7 | 10,890 | +0 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.1% | +0.0% | 0.7 | 607 | +31 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.1% | +0.0% | 0.7 | 2,807 | +13 | 5 | — |
| ☆FULT funds › | FULTON FINL CORP PA | ADD | — | 0.1% | +0.0% | 0.7 | 27,542 | +22 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.7 | 3,001 | +42 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.6 | 7,738 | +5,867 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.1% | -0.0% | 0.6 | 2,600 | +2 | 5 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.6 | 2,398 | -210 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.1% | -0.0% | 0.6 | 790 | -130 | 4 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.1% | -0.0% | 0.5 | 4,749 | +74 | 5 | — |
| ☆ESGE funds › | ISHARES INC | TRIM | — | 0.1% | +0.0% | 0.5 | 9,831 | -60 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | ADD | — | 0.1% | -0.0% | 0.5 | 5,834 | +224 | 2 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 0.1% | +0.0% | 0.5 | 716 | -6 | 2 | — |
| ☆SPGI funds › | S&P GLOBAL INC | TRIM | — | 0.1% | -0.0% | 0.5 | 1,265 | -189 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.1% | +0.0% | 0.5 | 4,219 | -580 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,435 | +81 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.5 | 13,251 | +0 | 5 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.1% | -0.0% | 0.5 | 8,073 | -271 | 5 | — |
| ☆VMBS funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.1% | -0.0% | 0.5 | 10,022 | -332 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.5 | 5,436 | +4,530 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.1% | +0.0% | 0.5 | 626 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.1% | -0.0% | 0.5 | 1,705 | -75 | 5 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.5 | 1,111 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.4 | 3,046 | +3,046 | 1 | — |
| ☆RKLB funds › | ROCKET LAB CORP | ADD | — | 0.1% | +0.0% | 0.4 | 4,161 | +91 | 3 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 827 | -6 | 2 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.1% | -0.0% | 0.4 | 2,218 | -11 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.1% | +0.0% | 0.4 | 393 | +7 | 3 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.0% | -0.0% | 0.4 | 1,837 | -31 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.0% | -0.0% | 0.4 | 2,233 | +65 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.0% | +0.0% | 0.4 | 2,637 | +433 | 5 | — |
| ☆IWV funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.4 | 863 | -28 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.0% | +0.0% | 0.4 | 6,192 | -107 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.0% | -0.0% | 0.4 | 4,940 | -100 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.0% | -0.0% | 0.4 | 376 | +3 | 5 | — |
| ☆BA funds › | BOEING CO | TRIM | — | 0.0% | -0.0% | 0.3 | 1,605 | -186 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.0% | +0.0% | 0.3 | 1,805 | +0 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.0% | +0.0% | 0.3 | 4,109 | +0 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.0% | +0.0% | 0.3 | 742 | +742 | 1 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.0% | +0.0% | 0.3 | 771 | +771 | 1 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.0% | -0.0% | 0.3 | 618 | +5 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | TRIM | — | 0.0% | +0.0% | 0.3 | 1,278 | -7 | 5 | — |
| ☆SNDK funds › | SANDISK CORP | NEW | — | 0.0% | +0.0% | 0.3 | 137 | +137 | 1 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.0% | -0.0% | 0.3 | 13,006 | -501 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.0% | +0.0% | 0.3 | 288 | +8 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.0% | -0.0% | 0.3 | 1,973 | -58 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.0% | -0.0% | 0.3 | 2,133 | -72 | 4 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.0% | +0.0% | 0.3 | 722 | +14 | 4 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.0% | -0.0% | 0.3 | 3,264 | -5 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.0% | -0.0% | 0.3 | 2,006 | +119 | 5 | — |
| ☆TEL funds › | TE CONNECTIVITY PLC | TRIM | — | 0.0% | -0.0% | 0.2 | 1,216 | -14 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | NEW | — | 0.0% | +0.0% | 0.2 | 2,363 | +2,363 | 1 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.0% | +0.0% | 0.2 | 205 | +205 | 1 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.0% | +0.0% | 0.2 | 794 | +794 | 1 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.0% | -0.0% | 0.2 | 3,300 | -152 | 5 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 0.0% | -0.0% | 0.2 | 450 | +4 | 2 | — |
| ☆WDC funds › | WESTERN DIGITAL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 363 | +363 | 1 | — |
| ☆PFS funds › | PROVIDENT FINL SVCS INC | TRIM | — | 0.0% | -0.0% | 0.2 | 9,777 | -1 | 2 | — |
| ☆PLD funds › | PROLOGIS INC. | ADD | — | 0.0% | -0.0% | 0.2 | 1,696 | +41 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | TRIM | — | 0.0% | -0.0% | 0.2 | 1,450 | -250 | 4 | — |
| ☆IAU funds › | ISHARES GOLD TR | HOLD | — | 0.0% | -0.0% | 0.2 | 2,993 | +0 | 5 | — |
| ☆IWF funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,796 | +1,796 | 1 | — |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | ADD | — | 0.0% | -0.0% | 0.2 | 2,744 | +233 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 0.0% | +0.0% | 0.2 | 732 | +732 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.0% | -0.0% | 0.2 | 1,285 | -48 | 2 | — |
| ☆MS funds › | MORGAN STANLEY | NEW | — | 0.0% | +0.0% | 0.2 | 1,018 | +1,018 | 1 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | NEW | — | 0.0% | +0.0% | 0.2 | 630 | +630 | 1 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.0% | -0.0% | 0.2 | 413 | -5 | 4 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | NEW | — | 0.0% | +0.0% | 0.2 | 606 | +606 | 1 | — |
| ☆ADI funds › | ANALOG DEVICES INC | NEW | — | 0.0% | +0.0% | 0.2 | 520 | +520 | 1 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.2 | 2,112 | -250 | 2 | — |
| ☆VERX funds › | VERTEX INC | TRIM | — | 0.0% | -0.0% | 0.2 | 16,785 | -1,668 | 2 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,506 | 0 | — |
| ☆CUSIP:152309100 funds › | CENTESSA PHARMACEUTICALS PLC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -18,101 | 0 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -7,713 | 0 | — |
| ☆WM funds › | WASTE MGMT INC DEL | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -916 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,492 | 0 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,249 | 0 | — |
| ☆AIRR funds › | FIRST TR EXCHANGE TRADED FD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,280 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 826 | 125 | 0.03 | 68% | 0.066 | 0.829 | — | in |
| 2026Q1 | 729 | 118 | 0.02 | 68% | 0.067 | 0.833 | — | in |
| 2025Q4 | 726 | 113 | 0.03 | 69% | 0.069 | 0.804 | — | in |
| 2025Q3 | 727 | 113 | 0.07 | 68% | 0.068 | 0.735 | — | in |
| 2025Q2 | 690 | 111 | 0.02 | 68% | 0.069 | 0.827 | — | entered |
| 2025Q1 | 627 | 103 | 0.00 | 68% | 0.070 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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