Chief Compliance Officer

0001951757-23-000681.txt : 20231103 0001951757-23-000681.hdr.sgml : 20231103 20231103100457 ACCESSION NUMBER: 0001951757-23-000681 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231103 DATE AS OF CHANGE: 20231103 EFFECTIVENESS DATE: 20231103 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: 231374765 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 X0202 13F-HR LIVE false false false 0001781942 XXXXXXXX 09-30-2023 09-30-2023 Meridian Wealth Partners, LLC

653 SKIPPACK PIKE STE 210 BLUE BELL PA 19422

13F HOLDINGS REPORT 028-20002 N Brian Kohute Chief Compliance Officer (610) 272-4700 Brian Kohute Blue Bell PA 11-03-2023 2 95 480246625 false 1 Parametric 2 SpiderRock INFORMATION TABLE 2 F_13F_Meridian_Q32023.xml ABBOTT LABS COM 002824100 274518 2834 SH DFND 1 0 665 2169 ABBVIE INC COM 00287Y109 690536 4633 SH DFND 1 0 1168 3465 ADOBE INC COM 00724F101 228362 448 SH DFND 1 0 333 115 ADVANCED MICRO DEVICES INC COM 007903107 306901 2985 SH DFND 1 0 732 2253 ALPHABET INC CAP STK CL C 02079K107 486568 3690 SH DFND 1 0 2672 1018 ALPHABET INC CAP STK CL A 02079K305 1085450 8295 SH DFND 1 0 3112 5183 ALTRIA GROUP INC COM 02209S103 202840 4824 SH DFND 1 0 1426 3398 AMAZON COM INC COM 023135106 1078404 8483 SH DFND 1 0 4279 4204 APPLE INC COM 037833100 5491568 32075 SH DFND 1,2 0 10025 22050 AUTOMATIC DATA PROCESSING IN COM 053015103 211463 879 SH DFND 1 0 372 507 BOEING CO COM 097023105 254848 1330 SH DFND 1 0 259 1071 BROADCOM INC COM 11135F101 213908 258 SH DFND 1 0 216 42 CHEVRON CORP NEW COM 166764100 355036 2106 SH DFND 1 0 1060 1046 CISCO SYS INC COM 17275R102 232512 4325 SH DFND 1 0 2248 2077 COMCAST CORP NEW CL A 20030N101 387676 8743 SH DFND 1 0 2522 6221 COMMUNITY BK SYS INC COM 203607106 460225 10903 SH DFND 1 0 20 10883 COSTCO WHSL CORP NEW COM 22160K105 221745 392 SH DFND 1 0 291 101 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 56880847 1899194 SH SOLE 0 0 1899194 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 209289 4496 SH SOLE 0 0 4496 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 81339498 3104561 SH SOLE 0 0 3104561 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 24291763 1078675 SH SOLE 0 0 1078675 DISNEY WALT CO COM 254687106 214284 2644 SH DFND 1 0 712 1932 DUKE ENERGY CORP NEW COM NEW 26441C204 286228 3243 SH DFND 1 0 509 2734 EXXON MOBIL CORP COM 30231G102 1615795 13742 SH DFND 1 0 2444 11298 META PLATFORMS INC CL A 30303M102 892636 2973 SH DFND 1 0 1064 1909 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 276702 14274 SH SOLE 0 0 14274 FORD MTR CO DEL COM 345370860 129746 10446 SH DFND 1 0 2216 8230 FULTON FINL CORP PA COM 360271100 224993 18579 SH DFND 1 0 175 18404 GENERAL ELECTRIC CO COM NEW 369604301 212106 1919 SH DFND 1 0 512 1407 HOME DEPOT INC COM 437076102 1852673 6131 SH DFND 1 0 661 5470 ISHARES TR CORE S&P TTL STK 464287150 1186229 12594 SH SOLE 0 0 12594 ISHARES TR CORE S&P500 ETF 464287200 4111705 9575 SH SOLE 0 0 9575 ISHARES TR CORE US AGGBD ET 464287226 46532008 494811 SH SOLE 0 0 494811 ISHARES TR RUS 1000 ETF 464287622 261033 1111 SH SOLE 0 0 1111 ISHARES TR RUSSELL 2000 ETF 464287655 8083790 45738 SH SOLE 0 0 45738 ISHARES TR SHRT NAT MUN ETF 464288158 15097138 146774 SH SOLE 0 0 146774 ISHARES TR NATIONAL MUN ETF 464288414 28943351 282264 SH SOLE 0 0 282264 ISHARES TR MBS ETF 464288588 14723497 165805 SH SOLE 0 0 165805 ISHARES TR MSCI USA QLT FCT 46432F339 15456775 117283 SH SOLE 0 0 117283 ISHARES TR MSCI USA VALUE 46432F388 12358871 136231 SH SOLE 0 0 136231 ISHARES TR CORE MSCI TOTAL 46432F834 13877965 231338 SH SOLE 0 0 231338 ISHARES INC CORE MSCI EMKT 46434G103 6216021 130616 SH SOLE 0 0 130616 ISHARES INC ESG AWR MSCI EM 46434G863 440938 14562 SH SOLE 0 0 14562 ISHARES TR CORE TOTAL USD 46434V613 362835 8300 SH SOLE 0 0 8300 JPMORGAN CHASE & CO COM 46625H100 525489 3624 SH DFND 1 0 1840 1784 JOHNSON & JOHNSON COM 478160104 417578 2681 SH DFND 1 0 1345 1336 ELI LILLY & CO COM 532457108 309106 575 SH DFND 1 0 461 114 LOWES COS INC COM 548661107 379402 1825 SH DFND 1 0 409 1416 MASTERCARD INCORPORATED CL A 57636Q104 304276 769 SH DFND 1 0 504 265 MCDONALDS CORP COM 580135101 465347 1766 SH DFND 1 0 518 1248 MERCK & CO INC COM 58933Y105 290906 2826 SH DFND 1 0 1841 985 MERIDIAN CORPORATION COM 58958P104 1874460 191369 SH SOLE 0 0 191369 MICROSOFT CORP COM 594918104 2227831 7056 SH DFND 1 0 4102 2954 NEW JERSEY RES CORP COM 646025106 222247 5470 SH DFND 1 0 50 5420 NUCOR CORP COM 670346105 217258 1390 SH DFND 1 0 137 1253 NVIDIA CORPORATION COM 67066G104 1158072 2662 SH DFND 1 0 1196 1466 ORACLE CORP COM 68389X105 281558 2658 SH DFND 1 0 895 1763 PEPSICO INC COM 713448108 380314 2245 SH DFND 1 0 900 1345 PFIZER INC COM 717081103 351253 10589 SH DFND 1 0 2692 7897 PROCTER AND GAMBLE CO COM 742718109 534543 3665 SH DFND 1 0 1394 2271 PROLOGIS INC. COM 74340W103 464612 4141 SH DFND 1 0 640 3501 PROSHARES TR SHORT S&P 500 NE 74347B425 319903 22108 SH SOLE 0 0 22108 S & T BANCORP INC COM 783859101 385945 14252 SH SOLE 0 0 14252 S&P GLOBAL INC COM 78409V104 649017 1776 SH DFND 1 0 141 1635 SPDR S&P 500 ETF TR TR UNIT 78462F103 352450 824 SH SOLE 0 0 824 SPDR GOLD TR GOLD SHS 78463V107 316154 1844 SH SOLE 0 0 1844 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 17219665 345430 SH SOLE 0 0 345430 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 53612794 1059541 SH SOLE 0 0 1059541 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6654053 98316 SH SOLE 0 0 98316 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 434074 10480 SH SOLE 0 0 10480 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1580942 22342 SH SOLE 0 0 22342 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 701488 15860 SH SOLE 0 0 15860 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 16506973 344685 SH SOLE 0 0 344685 STARBUCKS CORP COM 855244109 211911 2322 SH DFND 1 0 761 1561 TESLA INC COM 88160R101 497416 1988 SH DFND 1 0 1358 630 TEXAS INSTRS INC COM 882508104 1044084 6566 SH DFND 1 0 597 5969 THERMO FISHER SCIENTIFIC INC COM 883556102 245503 485 SH DFND 1 0 196 289 UNITEDHEALTH GROUP INC COM 91324P102 346489 687 SH DFND 1 0 533 154 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 576129 3708 SH SOLE 0 0 3708 VANGUARD STAR FDS VG TL INTL STK F 921909768 1236848 23110 SH SOLE 0 0 23110 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1273416 18249 SH SOLE 0 0 18249 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 467236 10687 SH SOLE 0 0 10687 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2384607 45973 SH SOLE 0 0 45973 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 382925 6648 SH SOLE 0 0 6648 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 371474 8485 SH SOLE 0 0 8485 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1287686 26771 SH SOLE 0 0 26771 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1486763 3786 SH SOLE 0 0 3786 VANGUARD INDEX FDS MID CAP ETF 922908629 463543 2226 SH SOLE 0 0 2226 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 716221 4997 SH SOLE 0 0 4997 VANGUARD INDEX FDS SMALL CP ETF 922908751 1147068 6067 SH SOLE 0 0 6067 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3484837 16406 SH SOLE 0 0 16406 VERTEX INC CL A 92538J106 2907482 125865 SH SOLE 0 0 125865 VISA INC COM CL A 92826C839 320351 1393 SH DFND 1 0 1114 279 WALMART INC COM 931142103 304238 1902 SH DFND 1 0 912 990 WELLS FARGO CO NEW COM 949746101 1691412 41395 SH DFND 1 0 1358 40037