Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Meridian Wealth Partners, Llc > Profile

Instuitional Investor - Meridian Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Meridian Wealth Partners, Llc
Portfolio Value $726,578,799
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,650,924 $102,246,155 14.07%
2.
Schwab Strategic Trust
 FNDF 3,414,766 $89,944,929 12.38%
3.
Ishares Trust
 IEF 859,168 $86,131,636 11.85%
4.
Dimensional Etf Trust
 1,111,458 $50,860,308 7%
5.
Ishares Trust
 IEF 258,036 $31,150,052 4.29%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.