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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 $826,109,523
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 3,567,346 $104,986,990 12.71%
2.
Dimensional Etf Trust
 DFAC 2,351,350 $104,305,879 12.63%
3.
Ishares Trust
 IEF 994,500 $98,435,601 11.92%
4.
Dimensional Etf Trust
 DFAC 1,134,778 $58,656,666 7.1%
5.
Ishares Trust
 IEF 275,265 $37,857,200 4.58%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.