Managers / Q4 2022 · view latest →
Meridian Wealth Partners, LLC
CIK 0001781942 · 367 EAGLEVIEW BOULEVARD, STE 202, EXTON, PA, 19341 · (610) 272-4700
Reported Value
$432.3B
Q4 2022
Positions
128
Filings on Record
27
2019–present window
Filed
Feb 14, 2023
original filing
Summary
Meridian Wealth Partners, Llc reported $432.3B in U.S.-listed holdings across 128 positions for Q4 2022.
Its largest position, DFAC, represents 18.4% of the portfolio.
Compared with Q3 2022, the fund opened 7 new positions and exited 5.
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 — Q4 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 1 additional manager.
- 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 ↗.