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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 $523,818,608
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 3,055,719 $89,318,671 17.05%
2.
Dimensional Etf Trust
 1,874,439 $62,325,082 11.89%
3.
Schwab Strategic Trust
 FNDF 1,052,104 $59,338,661 11.32%
4.
Ishares Trust
 IEF 497,576 $49,384,378 9.42%
5.
Ishares Tr
 251,796 $27,297,205 5.21%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)