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 $689,748,959
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,702,281 $96,849,753 14.04%
2.
Ishares Trust
 IEF 824,036 $81,744,380 11.85%
3.
Dimensional Etf Trust
 1,824,109 $77,269,276 11.2%
4.
Schwab Strategic Trust
 FNDF 2,949,522 $72,086,327 10.45%
5.
Dimensional Etf Trust
 950,768 $27,924,060 4.05%
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.