Meridian Wealth Partners
Meridian Wealth Partners reported 125 stocks worth $826M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SCHX (12.7%), Dimensional ETF Trust (12.6%) and AGG (11.9%). Compared with Q1 2026, the fund opened new positions in INTC, LRCX and UNH, added to SCHX, AGG and DFAU, trimmed VLUE, DFAX and IEMG and sold out of AIRR, CMCSA and PLTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $105M | 12.7% | 3.6M | +67K (+2%) | 8 of 8 | |
| 2 | DIMENSIONAL ETF TRUST | $104M | 12.6% | 2.4M | −29K (−1%) | 8 of 8 | |
| 3 |  AGG Ishares TR | $98.4M | 11.9% | 995K | +51K (+5%) | 8 of 8 | |
| 4 |  DFAU Dimensional ETF Trust | $58.7M | 7.1% | 1.1M | +20K (+2%) | 8 of 8 | |
| 5 |  IVW Ishares TR | $37.9M | 4.6% | 275K | +2,723 (+1%) | 8 of 8 | |
| 6 |  EFG Ishares TR | $35.9M | 4.3% | 288K | +9,594 (+3%) | 8 of 8 | |
| 7 |  VLUE Ishares TR | $34M | 4.1% | 170K | −16K (−9%) | 8 of 8 | |
| 8 |  IXUS Ishares Core Msci Totl | $32.1M | 3.9% | 336K | +3,647 (+1%) | 8 of 8 | |
| 9 |  DFAX Dimensional ETF Trust | $31.1M | 3.8% | 845K | −7,819 (−1%) | 8 of 8 | |
| 10 |  MBB Ishares TR | $28.1M | 3.4% | 298K | +17K (+6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
CENTESSA PHARMACEUTICALS PLC | $719K | 18K |
 AIRR First TR Exchange Traded FD | $253K | 2,280 |
 CMCSA Comcast Corp New | $221K | 7,713 |
 PLTR Palantir Technologies Inc | $218K | 1,492 |
 WM Waste Mgmt Inc Del | $211K | 916 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meridian Wealth Partners 13F FAQ
What does Meridian Wealth Partners own?
Meridian Wealth Partners reported 125 stocks worth $826M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SCHX (12.7%), Dimensional ETF Trust (12.6%) and AGG (11.9%). The table above lists every position in the filing (the top 10 without an account).
What did Meridian Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 50 added to, 44 trimmed and 7 sold out. New positions include INTC, LRCX and UNH. It sold all of AIRR, CMCSA and PLTR.
When will Meridian Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Meridian Wealth Partners's portfolio worth?
The Q2 2026 filing reports $826M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.