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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  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 4,219.0 $496K 0.06% -580.0 -12.1% $117.47 -5.9%
22 VGSH VANGUARD SCOTTSDALE FDS 8,073.0 $470K 0.06% -271.0 -3.2% $58.20 -0.1%
23 VMBS VANGUARD SCOTTSDALE FDS 10,022.0 $469K 0.06% -332.0 -3.2% $46.81 -1.3%
24 MCD MCDONALDS CORP Consumer Cyclical 1,705.0 $461K 0.06% -75.0 -4.2% $270.31 -0.2%
25 LMT LOCKHEED MARTIN CORP Industrials 827.0 $422K 0.05% -6.0 -0.7% $509.69 +12.7%
26 LOW LOWES COS INC Consumer Cyclical 1,837.0 $405K 0.05% -31.0 -1.7% $220.45 -1.3%
27 IWV ISHARES TR 863.0 $368K 0.04% -28.0 -3.1% $426.61 +2.3%
28 BAC BANK OF AMER CORP Financial Services 6,192.0 $353K 0.04% -107.0 -1.7% $56.98 +10.2%
29 VEA VANGUARD TAX-MANAGED FDS 4,940.0 $352K 0.04% -100.0 -2.0% $71.25 +2.4%
30 BA BOEING CO Industrials 1,605.0 $347K 0.04% -186.0 -10.4% $216.43 -0.1%
31 PNC PNC FINL SVCS GROUP INC Financial Services 1,278.0 $315K 0.04% -7.0 -0.5% $246.25 -0.1%
32 SCHZ SCHWAB STRATEGIC TR 13,006.0 $301K 0.04% -501.0 -3.7% $23.13 -1.5%
33 PG PROCTER & GAMBLE CO Consumer Defensive 1,973.0 $289K 0.04% -58.0 -2.9% $146.64 -2.3%
34 MRK MERCK & CO INC Healthcare 2,133.0 $274K 0.03% -72.0 -3.3% $128.52 +17.9%
35 TEL TE CONNECTIVITY PLC Technology 1,216.0 $245K 0.03% -14.0 -1.1% $201.61 +0.1%
36 NFLX NETFLIX INC. Communication Services 3,300.0 $236K 0.03% -152.0 -4.4% $71.40 +12.8%
37 VYM VANGUARD WHITEHALL FDS 1,450.0 $229K 0.03% -250.0 -14.7% $158.03 +4.4%
38 CVX CHEVRON CORPORATION Energy 1,285.0 $213K 0.03% -48.0 -3.6% $165.80 +25.1%
39 TMO THERMO FISHER SCIENTIFIC INC Healthcare 413.0 $207K 0.03% -5.0 -1.2% $501.36 +25.6%
40 IEFA ISHARES TR 2,112.0 $204K 0.03% -250.0 -10.6% $96.58 +3.7%
Page 2 of 3  ·  41 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%