0001781942-22-000003.txt : 20220815 0001781942-22-000003.hdr.sgml : 20220815 20220812194148 ACCESSION NUMBER: 0001781942-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220815 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: 221161873 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 06-30-2022 06-30-2022 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 08-12-2022 1 120 421202 false 1 PARAMETRIC INFORMATION TABLE 2 13FMeridianWealth20220630.xml ABBOTT LABS COM 002824100 59 544 SH DFND 1 0 544 0 ABBOTT LABS COM 002824100 819 7539 SH SOLE 0 0 7539 ABBVIE INC COM 00287Y109 113 735 SH DFND 1 0 735 0 ABBVIE INC COM 00287Y109 539 3516 SH SOLE 0 0 3516 ALPHABET INC CAP STK CL C 02079K107 223 102 SH DFND 1 0 102 0 ALPHABET INC CAP STK CL A 02079K305 251 115 SH DFND 1 0 115 0 ALPHABET INC CAP STK CL C 02079K107 88 40 SH SOLE 0 0 40 ALPHABET INC CAP STK CL A 02079K305 486 223 SH SOLE 0 0 223 AMAZON COM INC COM 023135106 306 2879 SH DFND 1 0 2879 0 AMAZON COM INC COM 023135106 344 3242 SH SOLE 0 0 3242 APPLE INC COM 037833100 871 6372 SH DFND 1 0 6372 0 APPLE INC COM 037833100 3088 22589 SH SOLE 0 0 22589 AT&T INC COM 00206R102 44 2087 SH DFND 1 0 2087 0 AT&T INC COM 00206R102 181 8637 SH SOLE 0 0 8637 CHEVRON CORP NEW COM 166764100 120 826 SH DFND 1 0 826 0 CHEVRON CORP NEW COM 166764100 134 925 SH SOLE 0 0 925 COMCAST CORP NEW CL A 20030N101 62 1570 SH DFND 1 0 1570 0 COMCAST CORP NEW CL A 20030N101 237 6052 SH SOLE 0 0 6052 COMMUNITY BK SYS INC COM 203607106 689 10883 SH SOLE 0 0 10883 DIGITAL MEDIA SOLUTIONS INC COM CL A 25401G106 22 19728 SH SOLE 0 0 19728 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 67575 2556761 SH SOLE 0 0 2556761 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 77528 3327372 SH SOLE 0 0 3327372 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 24914 1162035 SH SOLE 0 0 1162035 DUKE ENERGY CORP NEW COM NEW 26441C204 41 378 SH DFND 1 0 378 0 DUKE ENERGY CORP NEW COM NEW 26441C204 293 2734 SH SOLE 0 0 2734 ESSENTIAL UTILS INC COM 29670G102 3 69 SH DFND 1 0 69 0 ESSENTIAL UTILS INC COM 29670G102 299 6511 SH SOLE 0 0 6511 EXXON MOBIL CORP COM 30231G102 132 1546 SH DFND 1 0 1546 0 EXXON MOBIL CORP COM 30231G102 729 8507 SH SOLE 0 0 8507 FULTON FINL CORP PA COM 360271100 0 14 SH DFND 1 0 14 0 FULTON FINL CORP PA COM 360271100 250 17325 SH SOLE 0 0 17325 HOME DEPOT INC COM 437076102 132 481 SH DFND 1 0 481 0 HOME DEPOT INC COM 437076102 1473 5370 SH SOLE 0 0 5370 INTERNATIONAL BUSINESS MACHS COM 459200101 35 248 SH DFND 1 0 248 0 INTERNATIONAL BUSINESS MACHS COM 459200101 182 1290 SH SOLE 0 0 1290 ISHARES INC ESG AWR MSCI EM 46434G863 291 9006 SH SOLE 0 0 9006 ISHARES TR CORE S&P TTL STK 464287150 1153 13760 SH SOLE 0 0 13760 ISHARES TR TIPS BD ETF 464287176 7422 65156 SH SOLE 0 0 65156 ISHARES TR CORE S&P500 ETF 464287200 3338 8805 SH SOLE 0 0 8805 ISHARES TR CORE US AGGBD ET 464287226 41235 405535 SH SOLE 0 0 405535 ISHARES TR RUS 1000 ETF 464287622 234 1125 SH SOLE 0 0 1125 ISHARES TR RUSSELL 2000 ETF 464287655 6457 38129 SH SOLE 0 0 38129 ISHARES TR SHRT NAT MUN ETF 464288158 15489 147976 SH SOLE 0 0 147976 ISHARES TR NATIONAL MUN ETF 464288414 29061 273236 SH SOLE 0 0 273236 ISHARES TR ISHS 1-5YR INVS 464288646 6016 119019 SH SOLE 0 0 119019 ISHARES TR MSCI USA QLT FCT 46432F339 14346 128397 SH SOLE 0 0 128397 ISHARES TR MSCI USA VALUE 46432F388 9437 104249 SH SOLE 0 0 104249 ISHARES TR CORE MSCI TOTAL 46432F834 10972 192393 SH SOLE 0 0 192393 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 2746 67080 SH SOLE 0 0 67080 JOHNSON & JOHNSON COM 478160104 177 997 SH DFND 1 0 997 0 JOHNSON & JOHNSON COM 478160104 199 1119 SH SOLE 0 0 1119 JPMORGAN CHASE & CO COM 46625H100 143 1273 SH DFND 1 0 1273 0 JPMORGAN CHASE & CO COM 46625H100 23 200 SH SOLE 0 0 200 JPMORGAN CHASE & CO COM 46625H100 177 1575 SH SOLE 0 0 1575 KEYCORP COM 493267108 9 526 SH DFND 1 0 526 0 KEYCORP COM 493267108 773 44838 SH SOLE 0 0 44838 LOWES COS INC COM 548661107 49 282 SH DFND 1 0 282 0 LOWES COS INC COM 548661107 236 1350 SH SOLE 0 0 1350 MCDONALDS CORP COM 580135101 89 360 SH DFND 1 0 360 0 MCDONALDS CORP COM 580135101 307 1244 SH SOLE 0 0 1244 MERIDIAN CORPORATION COM 58958P104 2296 75779 SH SOLE 0 0 75779 META PLATFORMS INC CL A 30303M102 127 787 SH DFND 1 0 787 0 META PLATFORMS INC CL A 30303M102 338 2098 SH SOLE 0 0 2098 MICROSOFT CORP COM 594918104 718 2794 SH DFND 1 0 2794 0 MICROSOFT CORP COM 594918104 471 1833 SH SOLE 0 0 1833 NEW JERSEY RES CORP COM 646025106 1 20 SH DFND 1 0 20 0 NEW JERSEY RES CORP COM 646025106 249 5592 SH SOLE 0 0 5592 NEXTERA ENERGY INC COM 65339F101 56 725 SH DFND 1 0 725 0 NEXTERA ENERGY INC COM 65339F101 147 1903 SH SOLE 0 0 1903 PEPSICO INC COM 713448108 110 662 SH DFND 1 0 662 0 PEPSICO INC COM 713448108 259 1554 SH SOLE 0 0 1554 PFIZER INC COM 717081103 111 2120 SH DFND 1 0 2120 0 PFIZER INC COM 717081103 370 7058 SH SOLE 0 0 7058 PIMCO MUN INCOME FD II COM 72200W106 215 20000 SH SOLE 0 0 20000 PNC FINL SVCS GROUP INC COM 693475105 35 223 SH DFND 1 0 223 0 PNC FINL SVCS GROUP INC COM 693475105 202 1280 SH SOLE 0 0 1280 PROCTER AND GAMBLE CO COM 742718109 127 883 SH DFND 1 0 883 0 PROCTER AND GAMBLE CO COM 742718109 511 3552 SH SOLE 0 0 3552 PROLOGIS INC. COM 74340W103 38 319 SH DFND 1 0 319 0 PROLOGIS INC. COM 74340W103 473 4024 SH SOLE 0 0 4024 RAYTHEON TECHNOLOGIES CORP COM 75513E101 80 829 SH DFND 1 0 829 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 178 1856 SH SOLE 0 0 1856 S & T BANCORP INC COM 783859101 2 55 SH DFND 1 0 55 0 S & T BANCORP INC COM 783859101 391 14252 SH SOLE 0 0 14252 S&P GLOBAL INC COM 78409V104 27 79 SH DFND 1 0 79 0 S&P GLOBAL INC COM 78409V104 541 1604 SH SOLE 0 0 1604 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 12713 287682 SH SOLE 0 0 287682 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 25433 569483 SH SOLE 0 0 569483 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6600 105212 SH SOLE 0 0 105212 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1482 20685 SH SOLE 0 0 20685 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1038 21684 SH SOLE 0 0 21684 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 15927 323793 SH SOLE 0 0 323793 SOUTH JERSEY INDS INC COM 838518108 218 6375 SH SOLE 0 0 6375 SPDR GOLD TR GOLD SHS 78463V107 311 1844 SH SOLE 0 0 1844 SPDR S&P 500 ETF TR TR UNIT 78462F103 357 947 SH SOLE 0 0 947 STARBUCKS CORP COM 855244109 43 567 SH DFND 1 0 567 0 STARBUCKS CORP COM 855244109 170 2220 SH SOLE 0 0 2220 SUNDIAL GROWERS INC COM 86730L109 5 14000 SH SOLE 0 0 14000 TESLA INC COM 88160R101 177 263 SH DFND 1 0 263 0 TESLA INC COM 88160R101 383 568 SH SOLE 0 0 568 TEXAS INSTRS INC COM 882508104 82 534 SH DFND 1 0 534 0 TEXAS INSTRS INC COM 882508104 949 6175 SH SOLE 0 0 6175 TRUIST FINL CORP COM 89832Q109 34 719 SH DFND 1 0 719 0 TRUIST FINL CORP COM 89832Q109 178 3752 SH SOLE 0 0 3752 UNITEDHEALTH GROUP INC COM 91324P102 175 340 SH DFND 1 0 340 0 UNITEDHEALTH GROUP INC COM 91324P102 29 57 SH SOLE 0 0 57 VANGUARD BD INDEX FDS INTERMED TERM 921937819 231 2970 SH SOLE 0 0 2970 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 251 3273 SH SOLE 0 0 3273 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 285 3785 SH SOLE 0 0 3785 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 821 2368 SH SOLE 0 0 2368 VANGUARD INDEX FDS MID CAP ETF 922908629 304 1542 SH SOLE 0 0 1542 VANGUARD INDEX FDS SMALL CP ETF 922908751 965 5480 SH SOLE 0 0 5480 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3252 17240 SH SOLE 0 0 17240 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2101 42062 SH SOLE 0 0 42062 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3176 63630 SH SOLE 0 0 63630 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 489 3406 SH SOLE 0 0 3406 VANGUARD STAR FDS VG TL INTL STK F 921909768 277 5375 SH SOLE 0 0 5375 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 414 10146 SH SOLE 0 0 10146 WELLS FARGO CO NEW COM 949746101 34 860 SH DFND 1 0 860 0 WELLS FARGO CO NEW COM 949746101 1584 40450 SH SOLE 0 0 40450