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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 5 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAT CATERPILLAR INC Industrials 393.0 $418K 0.05% +7.0 +1.8% $1063.79 -23.3%
82 LOW LOWES COS INC Consumer Cyclical 1,837.0 $405K 0.05% -31.0 -1.7% $220.45 -2.0%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 2,233.0 $404K 0.05% +65.0 +3.0% $180.94 +4.4%
84 ORCL ORACLE CORP Technology 2,637.0 $386K 0.05% +433.0 +19.6% $146.55 -1.9%
85 IWV ISHARES TR 863.0 $368K 0.04% -28.0 -3.1% $426.61 +2.4%
86 BAC BANK OF AMER CORP Financial Services 6,192.0 $353K 0.04% -107.0 -1.7% $56.98 +10.7%
87 VEA VANGUARD TAX-MANAGED FDS 4,940.0 $352K 0.04% -100.0 -2.0% $71.25 +2.2%
88 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 376.0 $352K 0.04% +3.0 +0.8% $935.51 +2.3%
89 BA BOEING CO Industrials 1,605.0 $347K 0.04% -186.0 -10.4% $216.43 +2.7%
90 XLK SELECT SECTOR SPDR TR 1,805.0 $344K 0.04% $190.51 -3.7%
91 DFUS DIMENSIONAL ETF TRUST 4,109.0 $337K 0.04% $81.94 +2.1%
92 LRCX LAM RESEARCH CORP Technology 742.0 $322K 0.04% NEW $433.33 -29.6%
93 UNH UNITEDHEALTH GROUP INC Healthcare 771.0 $320K 0.04% NEW $415.45 -6.5%
94 MA MASTERCARD INCORPORATED Financial Services 618.0 $317K 0.04% +5.0 +0.8% $513.75 +11.7%
95 PNC PNC FINL SVCS GROUP INC Financial Services 1,278.0 $315K 0.04% -7.0 -0.5% $246.25 +0.1%
96 SNDK SANDISK CORP Technology 137.0 $312K 0.04% NEW $2273.74 -31.0%
97 SCHZ SCHWAB STRATEGIC TR 13,006.0 $301K 0.04% -501.0 -3.7% $23.13 -0.8%
98 GS GOLDMAN SACHS GROUP INC Financial Services 288.0 $292K 0.04% +8.0 +2.9% $1012.55 +0.9%
99 PG PROCTER & GAMBLE CO Consumer Defensive 1,973.0 $289K 0.04% -58.0 -2.9% $146.64 -1.5%
100 MRK MERCK & CO INC Healthcare 2,133.0 $274K 0.03% -72.0 -3.3% $128.52 +18.4%
Page 5 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%