Meridian Wealth Partners, LLC reported 73 positions worth $67.39M for the quarter ended Jun 30, 2026, up 17.4% on the prior quarter. It opened 13 new positions, added to 31, trimmed 24 and exited 5. Its largest holding is Apple Inc. at 15.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | +3,046 | – | $425.36K | 0.631% |
| LRCX Lam Research Corp | +742 | – | $321.53K | 0.477% |
| UNH Unitedhealth Group Inc | +771 | – | $320.31K | 0.475% |
| SNDK Sandisk Corp | +137 | – | $311.50K | 0.462% |
| SBUX Starbucks Corp | +2,363 | – | $241.50K | 0.358% |
| GEV GE Vernova Inc. | +205 | – | $240.85K | 0.357% |
| KLAC Kla Corp | +794 | – | $239.56K | 0.355% |
| WDC Western Digital Corp | +363 | – | $231.65K | 0.344% |
| MRVL Marvell Technology, Inc. | +732 | – | $218.21K | 0.324% |
| MS Morgan Stanley | +1,018 | – | $212.81K | 0.316% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -744 | -24.7% | $432.20K | 1.96% |
| AAPL Apple Inc. | -1,036 | -2.8% | $299.78K | 15.65% |
| CMCSA Comcast Corp | -7,713 | -100.0% | $221.45K | Exited |
| PLTR Palantir Technologies Inc. | -1,492 | -100.0% | $218.25K | Exited |
| WM Waste Management Inc | -916 | -100.0% | $210.57K | Exited |
| GILD Gilead Sciences, Inc. | -1,506 | -100.0% | $209.89K | Exited |
| NEE Nextera Energy Inc | -2,249 | -100.0% | $208.92K | Exited |
| PPG Ppg Industries Inc | -937 | -1.2% | $113.65K | 14.07% |
| SPGI S&P Global Inc. | -189 | -13.0% | $77.00K | 0.765% |
| HD Home Depot, Inc. | -208 | -3.8% | $73.36K | 2.73% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +3,046 | $425.36K | 0.631% |
| LRCX Lam Research Corp | +742 | $321.53K | 0.477% |
| UNH Unitedhealth Group Inc | +771 | $320.31K | 0.475% |
| SNDK Sandisk Corp | +137 | $311.50K | 0.462% |
| SBUX Starbucks Corp | +2,363 | $241.50K | 0.358% |
| GEV GE Vernova Inc. | +205 | $240.85K | 0.357% |
| KLAC Kla Corp | +794 | $239.56K | 0.355% |
| WDC Western Digital Corp | +363 | $231.65K | 0.344% |
| MRVL Marvell Technology, Inc. | +732 | $218.21K | 0.324% |
| MS Morgan Stanley | +1,018 | $212.81K | 0.316% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 36.5K | $10.55M | 15.65% | -1,036 | -2.8% | Reduced | 0% |
| 2 | PPG Ppg Industries Inc | Basic Materials | 78.2K | $9.48M | 14.07% | -937 | -1.2% | Reduced | 0.04% |
| 3 | NVDA Nvidia Corp | Technology | 21.8K | $4.36M | 6.47% | +690 | +3.3% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 7,447 | $2.78M | 4.12% | +254 | +3.5% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 8,881 | $2.12M | 3.14% | +597 | +7.2% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 5,174 | $1.85M | 2.74% | +162 | +3.2% | Added | 0% |
| 7 | HD Home Depot, Inc. | Consumer Discretionary | 5,222 | $1.84M | 2.73% | -208 | -3.8% | Reduced | 0% |
| 8 | TXN Texas Instruments Inc | Technology | 6,030 | $1.80M | 2.67% | +19 | +0.3% | Added | 0% |
| 9 | NVR Nvr Inc | Consumer Discretionary | 262 | $1.79M | 2.65% | 0 | 0.0% | Unchanged | 0.01% |
| 10 | AVGO Broadcom Inc. | Technology | 3,898 | $1.47M | 2.19% | +101 | +2.7% | Added | 0% |
| 11 | MRBK Meridian Corp | Financial Services | 66.9K | $1.34M | 1.99% | +11 | +0.0% | Added | 0.56% |
| 12 | GOOG Alphabet Inc. | Technology | 3,752 | $1.33M | 1.97% | +44 | +1.2% | Added | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 2,273 | $1.32M | 1.96% | -744 | -24.7% | Reduced | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 1,857 | $1.05M | 1.55% | +71 | +4.0% | Added | 0% |
| 15 | MU Micron Technology Inc | Technology | 836 | $964.60K | 1.43% | +135 | +19.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Meridian Wealth Partners.
As of its Q2 2026 13F filing, Meridian Wealth Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 15.7%, Ppg Industries Inc (PPG) at 14.1%, Nvidia Corp (NVDA) at 6.5%, Microsoft Corp (MSFT) at 4.1%, Amazon Com Inc (AMZN) at 3.1% of the reported portfolio.
Meridian Wealth Partners, LLC reported a 13F portfolio worth $67.39M across 73 positions for Q2 2026. That is up 17.4% from the previous quarter.
Its largest purchases by value were Intel Corp ($425.36K), Lam Research Corp ($321.53K), Unitedhealth Group Inc ($320.31K). It opened 13 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($432.20K), Apple Inc. ($299.78K), Comcast Corp ($221.45K). It exited 5 positions entirely.
From the Form 13F-HR reports Meridian Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.