Managers / Q1 2026
Meridian Wealth Partners, LLC
CIK 0001781942 · 367 EAGLEVIEW BOULEVARD, STE 202, EXTON, PA, 19341 · (610) 272-4700
Reported Value
$729M
Q1 2026
Positions
118
Filings on Record
27
2019–present window
Filed
May 14, 2026
original filing
Summary
Meridian Wealth Partners, Llc reported $729M in U.S.-listed holdings across 118 positions for Q1 2026.
Its largest position, AGG, represents 12.9% of the portfolio.
Compared with Q4 2025, the fund opened 13 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $729M | 118 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $726M | 113 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $727M | 113 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $690M | 111 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $627M | 103 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $659M | 106 | Feb 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $643M | 108 | Nov 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $566M | 107 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $554M | 107 | May 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $524M | 101 | Feb 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $480M | 95 | Nov 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $487M | 94 | Aug 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $459M | 94 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $432.3B | 128 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $400M | 122 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $421M | 120 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $475M | 89 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $499M | 119 | Feb 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $482M | 2,404 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $428M | 78 | Aug 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $333M | 2,018 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $242M | 274 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $198M | 249 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $186M | 238 | Aug 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $168M | 215 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $160M | 243 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 3 additional managers.
- Parametric
- SpiderRock
- Blackrock
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.