Meridian Wealth Partners, LLC ETF holdings
Exton, PA
Reported $759.8M in 54 ETFs in its Form 13F for June 30, 2026.
ETF value
$759.8M
ETFs held
54
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
92.0%
of $826.1M
Top 10 of 54 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $105.0M | 3,567,346 | +66,906 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $104.3M | 2,351,350 | −29,270 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $98.4M | 994,500 | +51,327 shares |
| DFAU | Dimensional US Core Equity Market ETF | $58.7M | 1,134,778 | +19,562 shares |
| IVW | iShares S&P 500 Growth ETF | $37.9M | 275,265 | +2,723 shares |
| EFG | iShares MSCI EAFE Growth ETF | $35.9M | 288,300 | +9,594 shares |
| VLUE | iShares MSCI USA Value Factor ETF | $34.0M | 170,213 | −16,021 shares |
| IXUS | iShares Core MSCI Total International Stock ETF | $32.1M | 336,456 | +3,647 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $31.1M | 844,650 | −7,819 shares |
| MBB | iShares MBS ETF | $28.1M | 297,555 | +17,221 shares |
44 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001781942. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Meridian Wealth Partners, LLC own?
Meridian Wealth Partners, LLC reported 54 ETF positions worth $759.8M in its Form 13F for June 30, 2026. The largest was SCHX, at $105.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.