Managers / Q1 2022 · view latest →
Meridian Wealth Partners, LLC
CIK 0001781942 · 367 EAGLEVIEW BOULEVARD, STE 202, EXTON, PA, 19341 · (610) 272-4700
Reported Value
$475M
Q1 2022
Positions
89
Filings on Record
27
2019–present window
Filed
May 13, 2022
original filing
Summary
Meridian Wealth Partners, Llc reported $475M in U.S.-listed holdings across 89 positions for Q1 2022.
Its largest position, DFAC, represents 19.4% of the portfolio.
Compared with Q4 2021, the fund opened 10 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 2022
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.
- BLACKROCK
- MWP
- PARAMETRIC
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 ↗.