0001781942-22-000002.txt : 20220513 0001781942-22-000002.hdr.sgml : 20220513 20220513172809 ACCESSION NUMBER: 0001781942-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22924164 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 03-31-2022 03-31-2022 Meridian Wealth Partners, LLC

653 SKIPPACK PIKE STE 210 BLUE BELL PA 19422

13F HOLDINGS REPORT 028-20002 N BRIAN KOHUTE 610-272-4700 BRIAN KOHUTE BLUE BELL PA 05-13-2022 3 89 475281 false 1 BLACKROCK 2 MWP 3 PARAMETRIC INFORMATION TABLE 2 13FMeridianWealth20220331.xml ALPHABET INC CAP STK CL C 02079K107 249 89 SH DFND 3 0 0 89 ALPHABET INC CAP STK CL A 02079K305 278 100 SH DFND 3 0 0 100 AMAZON COM INC COM 023135106 424 130 SH DFND 3 0 0 130 AMAZON COM INC COM 023135106 591 181 SH SOLE 2 0 0 181 TESLA INC COM 88160R101 237 220 SH DFND 3 0 0 220 ALPHABET INC CAP STK CL A 02079K305 659 237 SH SOLE 1 0 0 237 TESLA INC COM 88160R101 629 584 SH SOLE 1 0 0 584 INVESCO QQQ TR UNIT SER 1 46090E103 254 700 SH SOLE 2 0 0 700 ISHARES TR RUS 1000 ETF 464287622 238 950 SH SOLE 2 0 0 950 SPDR S&P 500 ETF TR TR UNIT 78462F103 446 987 SH SOLE 2 0 0 987 BOEING CO COM 097023105 213 1108 SH SOLE 1 0 0 1108 JOHNSON & JOHNSON COM 478160104 206 1164 SH SOLE 2 0 0 1164 MCDONALDS CORP COM 580135101 309 1250 SH SOLE 2 0 0 1250 PNC FINL SVCS GROUP INC COM 693475105 245 1332 SH SOLE 1 0 0 1332 LOWES COS INC COM 548661107 275 1357 SH SOLE 1 0 0 1357 VANGUARD INDEX FDS MID CAP ETF 922908629 370 1555 SH SOLE 2 0 0 1555 PEPSICO INC COM 713448108 262 1566 SH SOLE 2 0 0 1566 JPMORGAN CHASE & CO COM 46625H100 214 1576 SH SOLE 1 0 0 1576 S&P GLOBAL INC COM 78409V104 660 1608 SH SOLE 1 0 0 1608 SPDR GOLD TR GOLD SHS 78463V107 344 1904 SH SOLE 2 0 0 1904 META PLATFORMS INC CL A 30303M102 449 2020 SH SOLE 2 0 0 2020 MICROSOFT CORP COM 594918104 659 2136 SH SOLE 2 0 0 2136 STARBUCKS CORP COM 855244109 204 2234 SH SOLE 2 0 0 2234 GENERAL ELECTRIC CO COM NEW 369604301 208 2269 SH SOLE 2 0 0 2269 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 987 2378 SH SOLE 2 0 0 2378 MICROSOFT CORP COM 594918104 756 2451 SH DFND 3 0 0 2451 DUKE ENERGY CORP NEW COM NEW 26441C204 305 2740 SH SOLE 1 0 0 2740 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1082 3063 SH SOLE 1 0 0 3063 VANGUARD BD INDEX FDS INTERMED TERM 921937819 256 3127 SH SOLE 2 0 0 3127 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 553 3406 SH SOLE 2 0 0 3406 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 275 3529 SH SOLE 2 0 0 3529 ABBVIE INC COM 00287Y109 578 3563 SH SOLE 2 0 0 3563 PROCTER AND GAMBLE CO COM 742718109 547 3579 SH SOLE 2 0 0 3579 TRUIST FINL CORP COM 89832Q109 213 3766 SH SOLE 1 0 0 3766 PROLOGIS INC. COM 74340W103 652 4033 SH SOLE 1 0 0 4033 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 212 4475 SH SOLE 2 0 0 4475 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 220 4496 SH SOLE 2 0 0 4496 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 372 4677 SH SOLE 2 0 0 4677 VANGUARD INDEX FDS SMALL CP ETF 922908751 1141 5370 SH SOLE 2 0 0 5370 HOME DEPOT INC COM 437076102 1612 5385 SH SOLE 2 0 0 5385 VANGUARD STAR FDS VG TL INTL STK F 921909768 326 5453 SH SOLE 2 0 0 5453 NEW JERSEY RES CORP COM 646025106 256 5592 SH SOLE 2 0 0 5592 APPLE INC COM 037833100 999 5722 SH DFND 3 0 0 5722 COMCAST CORP NEW CL A 20030N101 287 6131 SH SOLE 2 0 0 6131 TEXAS INSTRS INC COM 882508104 1135 6185 SH SOLE 2 0 0 6185 SOUTH JERSEY INDS INC COM 838518108 220 6375 SH SOLE 2 0 0 6375 ESSENTIAL UTILS INC COM 29670G102 334 6539 SH SOLE 2 0 0 6539 PFIZER INC COM 717081103 370 7124 SH SOLE 2 0 0 7124 ABBOTT LABS COM 002824100 908 7671 SH SOLE 2 0 0 7671 ISHARES TR 1 3 YR TREAS BD 464287457 643 7714 SH SOLE 2 0 0 7714 EXXON MOBIL CORP COM 30231G102 709 8577 SH SOLE 2 0 0 8577 ISHARES TR CORE S&P500 ETF 464287200 3956 8720 SH SOLE 2 0 0 8720 ISHARES INC ESG AWR MSCI EM 46434G863 329 8947 SH SOLE 2 0 0 8947 AT&T INC COM 00206R102 248 10485 SH SOLE 2 0 0 10485 COMMUNITY BK SYS INC COM 203607106 763 10883 SH SOLE 2 0 0 10883 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 595 12388 SH SOLE 2 0 0 12388 ISHARES TR CORE S&P TTL STK 464287150 1391 13776 SH SOLE 2 0 0 13776 SUNDIAL GROWERS INC COM 86730L109 10 14000 SH SOLE 2 0 0 14000 S & T BANCORP INC COM 783859101 422 14266 SH SOLE 2 0 0 14266 DIGITAL MEDIA SOLUTIONS INC COM CL A 25401G106 61 16728 SH SOLE 2 0 0 16728 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3937 17292 SH SOLE 2 0 0 17292 FULTON FINL CORP PA COM 360271100 288 17325 SH SOLE 2 0 0 17325 PIMCO MUN INCOME FD II COM 72200W106 230 20000 SH SOLE 2 0 0 20000 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1631 20671 SH SOLE 2 0 0 20671 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1093 21599 SH SOLE 2 0 0 21599 APPLE INC COM 037833100 4225 24198 SH SOLE 2 0 0 24198 ISHARES TR SHRT NAT MUN ETF 464288158 2925 27965 SH SOLE 2 0 0 27965 ISHARES TR RUSSELL 2000 ETF 464287655 7531 36690 SH SOLE 2 0 0 36690 WELLS FARGO CO NEW COM 949746101 1962 40495 SH SOLE 1 0 0 40495 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2373 41202 SH SOLE 2 0 0 41202 ISHARES TR NATIONAL MUN ETF 464288414 4546 41464 SH SOLE 2 0 0 41464 KEYCORP COM 493267108 1003 44838 SH SOLE 2 0 0 44838 ISHARES TR CORE TOTAL USD 46434V613 2383 48006 SH SOLE 2 0 0 48006 ISHARES TR TIPS BD ETF 464287176 7857 63069 SH SOLE 2 0 0 63069 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 2631 65690 SH SOLE 2 0 0 65690 MERIDIAN CORPORATION COM 58958P104 2232 69556 SH SOLE 2 0 0 69556 ISHARES TR MSCI USA VALUE 46432F388 10186 97411 SH SOLE 2 0 0 97411 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8649 114027 SH SOLE 2 0 0 114027 ISHARES TR ISHS 1-5YR INVS 464288646 5944 114930 SH SOLE 2 0 0 114930 ISHARES TR MSCI USA QLT FCT 46432F339 17082 126882 SH SOLE 2 0 0 126882 ISHARES TR CORE MSCI TOTAL 46432F834 12461 187168 SH SOLE 2 0 0 187168 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 14347 268727 SH SOLE 2 0 0 268727 ISHARES TR CORE US AGGBD ET 464287226 40473 377903 SH SOLE 2 0 0 377903 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 28482 552512 SH SOLE 2 0 0 552512 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 30149 559872 SH SOLE 2 0 0 559872 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 27868 562540 SH SOLE 2 0 0 562540 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 28787 1153763 SH SOLE 2 0 0 1153763 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 79467 2521155 SH SOLE 2 0 0 2521155 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 92193 3342727 SH SOLE 2 0 0 3342727