0001781942-21-000004.txt : 20210812 0001781942-21-000004.hdr.sgml : 20210812 20210812130928 ACCESSION NUMBER: 0001781942-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210812 DATE AS OF CHANGE: 20210812 EFFECTIVENESS DATE: 20210812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Meridian Wealth Partners, LLC CENTRAL INDEX KEY: 0001781942 IRS NUMBER: 815475391 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20002 FILM NUMBER: 211166689 BUSINESS ADDRESS: STREET 1: 653 SKIPPACK PIKE STREET 2: STE 210 CITY: BLUE BELL STATE: PA ZIP: 19422 BUSINESS PHONE: (610) 272-4700 MAIL ADDRESS: STREET 1: 653 SKIPPACK PIKE STREET 2: STE 210 CITY: BLUE BELL STATE: PA ZIP: 19422 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001781942 XXXXXXXX 06-30-2021 06-30-2021 Meridian Wealth Partners, LLC

653 SKIPPACK PIKE STE 210 BLUE BELL PA 19422

13F HOLDINGS REPORT 028-20002 N Brian T. Kohute 6102724700 Brian T. Kohute Blue Bell PA 08-12-2021 3 78 428332 false 1 Blackrock 2 Meridian Wealth Partners 3 Parametric INFORMATION TABLE 2 13FMeridianWealth20210630.xml ABBOTT LABS COM 002824100 851 7344 SH SOLE 2 0 0 7344 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 247 1087 SH SOLE 2 0 0 1087 ALPHABET INC CAP STK CL C 02079K107 291 116 SH DFND 2,3 0 0 116 ALPHABET INC CAP STK CL A 02079K305 745 305 SH DFND 2,3 0 0 305 AMAZON COM INC COM 023135106 846 246 SH DFND 3 0 0 246 APPLE INC COM 037833100 3652 26663 SH DFND 2,3 0 0 26663 AT&T INC COM 00206R102 310 10747 SH DFND 2,3 0 0 10747 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 953 3428 SH SOLE 2,3 0 0 3428 BOEING CO COM 097023105 299 1246 SH SOLE 2,3 0 0 1246 COLGATE PALMOLIVE CO COM 194162103 330 4065 SH SOLE 2,3 0 0 4065 COMCAST CORP NEW CL A 20030N101 402 7044 SH SOLE 2,3 0 0 7044 COMMUNITY BK SYS INC COM 203607106 823 10883 SH SOLE 2 0 0 10883 DIGITAL MEDIA SOLUTIONS INC COM CL A 25401G106 114 11728 SH SOLE 2 0 0 11728 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 74115 2453319 SH SOLE 2 0 0 2453319 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 212 4496 SH SOLE 2 0 0 4496 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 90527 3355349 SH SOLE 2 0 0 3355349 DISNEY WALT CO COM 254687106 225 1282 SH DFND 2,3 0 0 1282 EXXON MOBIL CORP COM 30231G102 737 11677 SH DFND 2,3 0 0 11677 FACEBOOK INC CL A 30303M102 912 2622 SH DFND 2,3 0 0 2622 FULTON FINL CORP PA COM 360271100 273 17346 SH DFND 2,3 0 0 17346 GENERAL ELECTRIC CO COM 369604103 295 21971 SH DFND 2,3 0 0 21971 HOME DEPOT INC COM 437076102 1550 4862 SH DFND 2,3 0 0 4862 INVESCO QQQ TR UNIT SER 1 46090E103 253 715 SH SOLE 2 0 0 715 ISHARES INC ESG AWR MSCI EM 46434G863 4485 99337 SH SOLE 2 0 0 99337 ISHARES TR CORE S&P TTL STK 464287150 1364 13809 SH SOLE 2 0 0 13809 ISHARES TR CORE S&P500 ETF 464287200 3644 8476 SH SOLE 2 0 0 8476 ISHARES TR CORE US AGGBD ET 464287226 54677 474095 SH SOLE 2 0 0 474095 ISHARES TR RUS 1000 ETF 464287622 230 950 SH SOLE 2 0 0 950 ISHARES TR RUSSELL 2000 ETF 464287655 7515 32765 SH SOLE 2 0 0 32765 ISHARES TR SHRT NAT MUN ETF 464288158 10495 97334 SH SOLE 2 0 0 97334 ISHARES TR NATIONAL MUN ETF 464288414 36066 307733 SH SOLE 2 0 0 307733 ISHARES TR EAFE GRWTH ETF 464288885 4517 42109 SH SOLE 2 0 0 42109 ISHARES TR MSCI USA MIN VOL 46429B697 586 7963 SH SOLE 2 0 0 7963 ISHARES TR MSCI USA QLT FCT 46432F339 16848 126800 SH SOLE 2 0 0 126800 ISHARES TR MSCI USA VALUE 46432F388 4855 46208 SH SOLE 2 0 0 46208 ISHARES TR MSCI USA MMENTM 46432F396 4227 24372 SH SOLE 2 0 0 24372 ISHARES TR CORE MSCI TOTAL 46432F834 11297 154114 SH SOLE 2 0 0 154114 JOHNSON & JOHNSON COM 478160104 267 1618 SH DFND 2,3 0 0 1618 JPMORGAN CHASE & CO COM 46625H100 335 2154 SH DFND 2,3 0 0 2154 LOCKHEED MARTIN CORP COM 539830109 1141 3015 SH DFND 2,3 0 0 3015 LOWES COS INC COM 548661107 303 1564 SH DFND 2,3 0 0 1564 MCDONALDS CORP COM 580135101 288 1248 SH SOLE 2 0 0 1248 MERIDIAN CORPORATION COM 58958P104 1782 67868 SH SOLE 2 0 0 67868 MICROSOFT CORP COM 594918104 1150 4248 SH DFND 2,3 0 0 4248 NEW JERSEY RES CORP COM 646025106 221 5592 SH SOLE 2 0 0 5592 NVIDIA CORPORATION COM 67066G104 275 344 SH DFND 2,3 0 0 344 PEPSICO INC COM 713448108 299 2019 SH DFND 2,3 0 0 2019 PFIZER INC COM 717081103 300 7675 SH DFND 2,3 0 0 7675 PROCTER AND GAMBLE CO COM 742718109 383 2839 SH DFND 2,3 0 0 2839 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 214 3580 SH DFND 2,3 0 0 3580 S&P GLOBAL INC COM 78409V104 670 1633 SH DFND 2,3 0 0 1633 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 13767 132035 SH SOLE 2 0 0 132035 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 24260 233341 SH SOLE 2 0 0 233341 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 9317 119034 SH SOLE 2 0 0 119034 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 226 2169 SH SOLE 2 0 0 2169 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1385 18312 SH SOLE 2 0 0 18312 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1035 18955 SH SOLE 2 0 0 18955 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 14015 273618 SH SOLE 2 0 0 273618 SPDR GOLD TR GOLD SHS 78463V107 312 1886 SH SOLE 2 0 0 1886 SPDR S&P 500 ETF TR TR UNIT 78462F103 393 917 SH SOLE 2 0 0 917 STARBUCKS CORP COM 855244109 303 2705 SH DFND 2,3 0 0 2705 SUNDIAL GROWERS INC COM 86730L109 11 12000 SH SOLE 2 0 0 12000 TESLA INC COM 88160R101 535 787 SH DFND 2,3 0 0 787 TEXAS INSTRS INC COM 882508104 1261 6562 SH DFND 2,3 0 0 6562 VANGUARD BD INDEX FDS INTERMED TERM 921937819 275 3056 SH SOLE 2 0 0 3056 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 306 3721 SH SOLE 2 0 0 3721 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 374 4354 SH SOLE 2 0 0 4354 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 967 2457 SH SOLE 2 0 0 2457 VANGUARD INDEX FDS MID CAP ETF 922908629 379 1597 SH SOLE 2 0 0 1597 VANGUARD INDEX FDS SMALL CP ETF 922908751 1120 4971 SH SOLE 2 0 0 4971 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3933 17650 SH SOLE 2 0 0 17650 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2475 39041 SH SOLE 2 0 0 39041 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1108 20031 SH SOLE 2 0 0 20031 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 307 1986 SH SOLE 2 0 0 1986 VANGUARD STAR FDS VG TL INTL STK F 921909768 299 4559 SH SOLE 2 0 0 4559 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 529 10275 SH SOLE 2 0 0 10275 VERTEX INC CL A 92538J106 201 9172 SH SOLE 2 0 0 9172 WELLS FARGO CO NEW COM 949746101 1843 40704 SH DFND 2.3 0 0 40704