Notify me when Meridian Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 113 | $725,577,396 | +$12,066,620 | -$27,207,177 | -$15,140,557 | DFAC, SCHX, AGG, DFAU, IVW | 13F-HR | 13 Feb 2026, 08:52 |
| Q3 2025 | 113 | $726,578,799 | +$48,872,614 | -$54,431,939 | -$5,559,325 | DFAC, SCHX, AGG, DFAU, IVW | 13F-HR | 13 Nov 2025, 09:22 |
| Q2 2025 | 111 | $689,748,959 | +$21,141,129 | -$3,952,795 | +$17,188,334 | DFAC, AGG, DFAU, SCHX, DFAX | 13F-HR | 13 Aug 2025, 10:15 |
| Q1 2025 | 103 | $626,564,240 | +$3,058,293 | -$21,012,587 | -$17,954,294 | DFAC, AGG, DFAU, SCHX, DFAX | 13F-HR | 13 May 2025, 11:51 |
| Q4 2024 | 106 | $659,121,190 | +$101,141,804 | -$7,012,874 | +$94,128,930 | DFAC, DFAU, AGG, SCHX, DFAX | 13F-HR | 11 Feb 2025, 13:51 |
| Q3 2024 | 108 | $642,985,812 | +$70,649,367 | -$24,483,659 | +$46,165,708 | DFAC, AGG, DFAU, SCHX, DFAX | 13F-HR | 08 Nov 2024, 13:51 |
| Q2 2024 | 107 | $566,401,818 | +$17,935,392 | -$10,470,041 | +$7,465,351 | DFAC, DFAU, SCHX, AGG, DFAX | 13F-HR | 09 Aug 2024, 17:39 |
| Q1 2024 | 107 | $554,071,270 | +$20,343,745 | -$21,541,333 | -$1,197,588 | DFAC, DFAU, SCHX, AGG, MUB | 13F-HR | 10 May 2024, 10:34 |
| Q4 2023 | 101 | $523,818,608 | +$7,413,752 | -$9,206,745 | -$1,792,993 | DFAC, DFAU, SCHX, AGG, MUB | 13F-HR | 05 Feb 2024, 12:23 |
| Q3 2023 | 95 | $480,246,625 | +$16,988,264 | -$6,929,271 | +$10,058,993 | DFAC, DFAU, SCHX, AGG, MUB | 13F-HR | 03 Nov 2023, 10:04 |
| Q2 2023 | 94 | $487,027,704 | +$15,981,373 | -$6,822,831 | +$9,158,542 | DFAC, DFAU, SCHX, AGG, MUB | 13F-HR | 02 Aug 2023, 11:35 |
| Q1 2023 | 94 | $459,284,689 | +$30,381,110 | -$22,091,178 | +$8,289,932 | DFAC, DFAU, SCHX, AGG, MUB | 13F-HR | 04 May 2023, 16:18 |
| Q4 2022 | 86 | $432,274,291 | +$9,959,089 | -$1,995,336 | +$7,963,753 | DFAC, DFAU, SCHX, AGG, MUB | 13F-HR | 14 Feb 2023, 08:15 |
| Q3 2022 | 84 | $399,563,000 | +$37,786,346 | -$35,815,240 | +$1,971,106 | DFAC, SCHX, DFAU, AGG, MUB | 13F-HR | 14 Nov 2022, 16:56 |
| Q2 2022 | 82 | $421,200,000 | +$48,213,844 | -$42,639,640 | +$5,574,204 | DFAC, DFAU, AGG, MUB, SCHX | 13F-HR | 12 Aug 2022, 19:41 |
| Q1 2022 | 84 | $475,281,000 | +$81,612,947 | -$61,129,095 | +$20,483,852 | DFAC, DFAU, AGG, SCHX, DFAX | 13F-HR | 13 May 2022, 17:28 |
| Q4 2021 | 82 | $499,154,000 | +$11,631,235 | -$2,024,054 | +$9,607,181 | DFAC, DFAU, AGG, MUB, DFAX | 13F-HR | 14 Feb 2022, 17:36 |
| Q3 2021 | 76 | $462,203,000 | +$65,087,213 | -$27,282,789 | +$37,804,424 | DFAC, DFAU, AGG, MUB, DFAX | Restatement | 12 Nov 2021, 16:07 |
| Q2 2021 | 78 | $428,332,000 | +$100,384,166 | -$19,395,431 | +$80,988,735 | DFAC, DFAU, AGG, MUB, SCHX | 13F-HR | 12 Aug 2021, 13:09 |
| Q1 2021 | 1,379 | $332,389,000 | +$107,924,435 | -$24,942,419 | +$82,982,016 | DFAU, AGG, MUB, SCHX, QUAL | 13F-HR | 17 May 2021, 15:38 |
| Q4 2020 | 231 | $242,083,000 | +$46,706,428 | -$20,349,117 | +$26,357,311 | AGG, MUB, SCHX, QUAL, IWM | 13F-HR | 16 Feb 2021, 08:26 |
| Q3 2020 | 213 | $198,318,000 | +$8,896,127 | -$2,328,882 | +$6,567,245 | SCHO, MUB, AGG, SCHX, QUAL | 13F-HR | 12 Nov 2020, 12:27 |
| Q2 2020 | 200 | $185,964,000 | +$17,120,958 | -$16,667,919 | +$453,039 | SCHO, MUB, AGG, SCHX, IWM | 13F-HR | 12 Aug 2020, 10:25 |
| Q1 2020 | 184 | $168,056,000 | +$40,855,550 | -$9,746,729 | +$31,108,821 | SCHO, MUB, AGG, SCHX, IXUS | 13F-HR | 15 May 2020, 13:33 |
| Q4 2019 | 208 | $160,309,000 | $0 | $0 | $0 | SCHO, SCHX, MUB, IXUS, SCHB | 13F-HR | 13 Feb 2020, 17:40 |