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Portfolio (Quarterly) Guide ↗

Meridian Wealth Partners, LLC

· CIK 0001781942
13F Portfolio $826M AUM 125 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 46 Added 41 Reduced 7 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 3,752.0 $1.3M 0.16% +44.0 +1.2% $353.33 -4.3%
22 IUSB ISHARES TR 26,791.0 $1.2M 0.15% +6K +27.2% $46.15 -1.4%
23 META META PLATFORMS INC Communication Services 1,857.0 $1.0M 0.13% +71.0 +4.0% $563.16 -3.1%
24 MU MICRON TECHNOLOGY INC Technology 836.0 $965K 0.12% +135.0 +19.3% $1153.83 -15.6%
25 TSLA TESLA INC Consumer Cyclical 2,284.0 $961K 0.12% +266.0 +13.2% $420.60 -17.9%
26 XOM EXXON MOBIL CORP Energy 5,688.0 $778K 0.09% +72.0 +1.3% $136.72 +21.5%
27 VGT VANGUARD WORLD FD 6,296.0 $753K 0.09% +6K +701.0% $119.53 -1.0%
28 LLY ELI LILLY & CO Healthcare 607.0 $728K 0.09% +31.0 +5.4% $1198.77 +3.8%
29 VTV VANGUARD INDEX FDS 3,001.0 $654K 0.08% +42.0 +1.4% $217.93 +3.3%
30 VO VANGUARD INDEX FDS 7,738.0 $623K 0.07% +6K +313.6% $80.57 +2.4%
31 WMT WALMART INC Consumer Defensive 4,749.0 $538K 0.07% +74.0 +1.6% $113.26 -8.3%
32 CL COLGATE PALMOLIVE CO Consumer Defensive 5,834.0 $535K 0.07% +224.0 +4.0% $91.67 -2.2%
33 V VISA INC Financial Services 1,435.0 $492K 0.06% +81.0 +6.0% $343.01 +6.6%
34 VUG VANGUARD INDEX FDS 5,436.0 $468K 0.06% +5K +500.0% $86.14 +1.2%
35 RKLB ROCKET LAB CORP Industrials 4,161.0 $423K 0.05% +91.0 +2.2% $101.65 -28.2%
36 CAT CATERPILLAR INC Industrials 393.0 $418K 0.05% +7.0 +1.8% $1063.79 -23.4%
37 PM PHILIP MORRIS INTL INC Consumer Defensive 2,233.0 $404K 0.05% +65.0 +3.0% $180.94 +5.8%
38 ORCL ORACLE CORP Technology 2,637.0 $386K 0.05% +433.0 +19.6% $146.55 -3.1%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 376.0 $352K 0.04% +3.0 +0.8% $935.51 -0.2%
40 MA MASTERCARD INCORPORATED Financial Services 618.0 $317K 0.04% +5.0 +0.8% $513.75 +11.7%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.2%
Basic Materials 14.4%
Financial Services 13.0%
Consumer Cyclical 11.5%
Communication Services 6.6%
Healthcare 4.5%
Consumer Defensive 3.5%
Industrials 3.4%
Energy 1.5%
Utilities 1.1%