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Livermore
Livermore
ZHEN

Meridian Wealth Partners, LLC

SEC CIK
0001781942
Latest filing
Aug 12, 2026

The latest 13F from Meridian Wealth Partners, LLC covers Q2 2026 (filed Aug 12, 2026): 125 long positions worth $826.1M. The top 10 holdings make up 68.5% of the portfolio, and the largest is Schwab U.S. Large-Cap ETF at 12.7%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
14
Est. +$3.61M
Added
52
Est. +$20.1M
Reduced
46
Est. −$10.3M
Sold out
7
Est. −$2.04M

Top 5 holdings

Share of this quarter's portfolio value

  1. Schwab U.S. Large-Cap ETF808524201
    12.7%$105.0M
  2. Dimensional U.S. Core Equity 2 ETF25434V708
    12.6%$104.3M
  3. iShares Core U.S. Aggregate Bond ETF464287226
    11.9%$98.4M
  4. Dimensional ETF Trust25434V104
    7.1%$58.7M
  5. iShares S&P 500 Growth ETF464287309
    4.6%$37.9M

Share of portfolio

Top 5 holdings and the other 120 positions, by share of portfolio value

  1. Schwab U.S. Large-Cap ETF12.7%
  2. Dimensional U.S. Core Equity 2 ETF12.6%
  3. iShares Core U.S. Aggregate Bond ETF11.9%
  4. Dimensional ETF Trust7.1%
  5. iShares S&P 500 Growth ETF4.6%
  6. Other 120 positions51.1%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core U.S. Aggregate Bond ETF464287226
    +$5.08MAdded
  2. Vanguard Morningstar Total Stock Market ETF922908769
    +$4.73MAdded
  3. Schwab U.S. Large-Cap ETF808524201
    +$1.97MAdded
  4. iShares Tr464288588
    +$1.63MAdded
  5. iShares Tr464288885
    +$1.19MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Total Stock Market ETF922908769
    +0.58 pp0.3% → 0.8%
  2. Schwab U.S. Large-Cap ETF808524201
    +0.39 pp12.3% → 12.7%
  3. iShares S&P 500 Growth ETF464287309
    +0.35 pp4.2% → 4.6%
  4. Dimensional ETF Trust25434V104
    +0.19 pp6.9% → 7.1%
  5. Schwab U.S. Broad Market ETF808524102
    +0.11 pp3.2% → 3.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46432F388
    −$3.20MReduced
  2. iShares Tr464288414
    −$2.03MReduced
  3. Dimensional U.S. Core Equity 2 ETF25434V708
    −$1.30MReduced
  4. iShares Core MSCI Emerging Markets ETF46434G103
    −$866.2KReduced
  5. iShares Tr464288158
    −$863.8KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288414
    −0.51 pp2.5% → 2.0%
  2. iShares Tr464288158
    −0.23 pp1.0% → 0.8%
  3. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −0.21 pp4.0% → 3.8%
  4. CNTACentessa Pharmaceuticals plc
    −0.10 pp0.1% → 0.0%History
  5. Dimensional U.S. Core Equity 2 ETF25434V708
    −0.07 pp12.7% → 12.6%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$826.1M
+$97.5M (+13.4%) vs. prior quarter
Positions
125
+7 vs. prior quarter
Top 10 concentration
68.5%
Top 10 as share of value
Turnover
1.6%
Q2 2026, one quarter
Average holding period
18.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $826.1M (Q2 2026)

Q1 2021: $332.7MQ2 2021: $428.3MQ3 2021: $482.1MQ4 2021: $499.2MQ1 2022: $475.3MQ2 2022: $421.2MQ3 2022: $399.6MQ4 2022: $432.3MQ1 2023: $459.3MQ2 2023: $487.0MQ3 2023: $480.2MQ4 2023: $523.8MQ1 2024: $554.1MQ2 2024: $566.4MQ3 2024: $643.0MQ4 2024: $659.1MQ1 2025: $626.6MQ2 2025: $689.7MQ3 2025: $726.6MQ4 2025: $725.6MQ1 2026: $728.6MQ2 2026: $826.1M
Q1 2021Q2 2026
13F filings of Meridian Wealth Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026125$826.1MSchwab U.S. Large-Cap ETFDimensional U.S. Core Equity 2 ETFiShares Core U.S. Aggregate Bond ETFvs. Q1 2026SEC
Q1 2026May 14, 2026118$728.6MiShares Core U.S. Aggregate Bond ETFDimensional U.S. Core Equity 2 ETFSchwab U.S. Large-Cap ETFvs. Q4 2025SEC
Q4 2025Feb 13, 2026113$725.6MDimensional U.S. Core Equity 2 ETFSchwab U.S. Large-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q3 2025SEC
Q3 2025Nov 13, 2025113$726.6MDimensional U.S. Core Equity 2 ETFSchwab U.S. Large-Cap ETFiShares Core U.S. Aggregate Bond ETFvs. Q2 2025SEC
Q2 2025Aug 13, 2025111$689.7MDimensional U.S. Core Equity 2 ETFiShares Core U.S. Aggregate Bond ETFDimensional ETF Trustvs. Q1 2025SEC
Q1 2025May 13, 2025103$626.6MDimensional U.S. Core Equity 2 ETFiShares Core U.S. Aggregate Bond ETFDimensional ETF Trustvs. Q4 2024SEC
Q4 2024Feb 11, 2025106$659.1MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustiShares Core U.S. Aggregate Bond ETFvs. Q3 2024SEC
Q3 2024Nov 8, 2024108$643.0MDimensional U.S. Core Equity 2 ETFiShares Core U.S. Aggregate Bond ETFDimensional ETF Trustvs. Q2 2024SEC
Q2 2024Aug 12, 2024107$566.4MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustSchwab U.S. Large-Cap ETFvs. Q1 2024SEC
Q1 2024May 10, 2024107$554.1MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustSchwab U.S. Large-Cap ETFvs. Q4 2023SEC
Q4 2023Feb 5, 2024101$523.8MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustSchwab U.S. Large-Cap ETFvs. Q3 2023SEC
Q3 2023Nov 3, 202395$480.2MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustSchwab U.S. Large-Cap ETFvs. Q2 2023SEC
Q2 2023Aug 2, 202394$487.0MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustSchwab U.S. Large-Cap ETFvs. Q1 2023SEC
Q1 2023May 4, 202394$459.3MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustSchwab U.S. Large-Cap ETFvs. Q4 2022SEC
Q4 2022Feb 14, 202386$432.3MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustSchwab U.S. Large-Cap ETFvs. Q3 2022SEC
Q3 2022Nov 14, 202284$399.6MDimensional U.S. Core Equity 2 ETFSchwab U.S. Large-Cap ETFDimensional ETF Trustvs. Q2 2022SEC
Q2 2022Aug 15, 202281$421.2MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustiShares Core U.S. Aggregate Bond ETFvs. Q1 2022SEC
Q1 2022May 13, 202284$475.3MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustiShares Core U.S. Aggregate Bond ETFvs. Q4 2021SEC
Q4 2021Feb 15, 202282$499.2MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustiShares Core U.S. Aggregate Bond ETFvs. Q3 2021SEC
Q3 2021Nov 12, 20211,798$482.1MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustiShares Core U.S. Aggregate Bond ETFvs. Q2 2021SEC
Q2 2021Aug 12, 202178$428.3MDimensional U.S. Core Equity 2 ETFDimensional ETF TrustiShares Core U.S. Aggregate Bond ETFvs. Q1 2021SEC
Q1 2021May 17, 20211,493$332.7MDimensional ETF TrustiShares Core U.S. Aggregate Bond ETFiShares Tr–SEC