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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 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VXF VANGUARD INDEX FDS 2,398.0 $590K 0.07% -210.0 -8.1% $246.21 +0.1%
62 QQQ INVESCO QQQ TR Financial Services 790.0 $582K 0.07% -130.0 -14.1% $736.13 -2.7%
63 WMT WALMART INC Consumer Defensive 4,749.0 $538K 0.07% +74.0 +1.6% $113.26 +0.9%
64 ESGE ISHARES INC 9,831.0 $538K 0.07% -60.0 -0.6% $54.69 -2.8%
65 CL COLGATE PALMOLIVE CO Consumer Defensive 5,834.0 $535K 0.07% +224.0 +4.0% $91.67 -0.9%
66 AMAT APPLIED MATLS INC Technology 716.0 $517K 0.06% -6.0 -0.8% $722.66 -31.3%
67 SPGI S&P GLOBAL INC Financial Services 1,265.0 $515K 0.06% -189.0 -13.0% $407.38 +4.7%
68 CSCO CISCO SYS INC Technology 4,219.0 $496K 0.06% -580.0 -12.1% $117.47 -5.9%
69 V VISA INC Financial Services 1,435.0 $492K 0.06% +81.0 +6.0% $343.01 +6.6%
70 SCHA SCHWAB STRATEGIC TR 13,251.0 $479K 0.06% $36.13 -3.2%
71 VGSH VANGUARD SCOTTSDALE FDS 8,073.0 $470K 0.06% -271.0 -3.2% $58.20 -0.1%
72 VMBS VANGUARD SCOTTSDALE FDS 10,022.0 $469K 0.06% -332.0 -3.2% $46.81 -0.9%
73 VUG VANGUARD INDEX FDS 5,436.0 $468K 0.06% +5K +500.0% $86.14 +2.1%
74 SPY STATE STR SPDR S&P 500 ETF T Financial Services 626.0 $468K 0.06% $747.30 +2.9%
75 MCD MCDONALDS CORP Consumer Cyclical 1,705.0 $461K 0.06% -75.0 -4.2% $270.31 -1.1%
76 IWB ISHARES TR 1,111.0 $455K 0.06% $409.57 +2.9%
77 INTC INTEL CORP Technology 3,046.0 $425K 0.05% NEW $139.65 -33.5%
78 RKLB ROCKET LAB CORP Industrials 4,161.0 $423K 0.05% +91.0 +2.2% $101.65 -25.4%
79 LMT LOCKHEED MARTIN CORP Industrials 827.0 $422K 0.05% -6.0 -0.7% $509.69 +15.6%
80 RTX RTX CORPORATION Industrials 2,218.0 $421K 0.05% $189.70 +16.2%
Page 4 of 7  ·  125 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%