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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CNTA	CENTESSA PHARMACEUTICALS PLC	Healthcare	18,101	$719K	0.10%	SOLD
2	AIRR	FIRST TR EXCHANGE TRADED FD	—	2,280	$253K	0.04%	SOLD
3	CMCSA	COMCAST CORP NEW	Communication Services	7,713	$221K	0.03%	SOLD
4	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,492	$218K	0.03%	SOLD
5	WM	WASTE MGMT INC DEL	Industrials	916	$211K	0.03%	SOLD
6	GILD	GILEAD SCIENCES INC	Healthcare	1,506	$210K	0.03%	SOLD
7	NEE	NEXTERA ENERGY INC	Utilities	2,249	$209K	0.03%	SOLD

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%