0001951757-24-000196.txt : 20240205
0001951757-24-000196.hdr.sgml : 20240205
20240205122323
ACCESSION NUMBER: 0001951757-24-000196
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240205
DATE AS OF CHANGE: 20240205
EFFECTIVENESS DATE: 20240205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Meridian Wealth Partners, LLC
CENTRAL INDEX KEY: 0001781942
ORGANIZATION NAME:
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: 24594756
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
12-31-2023
12-31-2023
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
02-05-2024
2
101
523818608
false
1
Parametric
2
SpiderRock
INFORMATION TABLE
2
F_13F_Meridian_Q42023.xml
ISHARES TR
20 YR TR BD ETF
464287432
297432
3008
SH
SOLE
0
0
3008
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
2755693
49086
SH
SOLE
0
0
49086
ALPHABET INC
CAP STK CL A
02079K305
1238603
8867
SH
DFND
1
0
3489
5378
ALPHABET INC
CAP STK CL C
02079K107
538934
3824
SH
DFND
1
0
2996
828
COMCAST CORP NEW
CL A
20030N101
372908
8504
SH
DFND
1
0
2682
5822
META PLATFORMS INC
CL A
30303M102
1083945
3062
SH
DFND
1
0
1221
1841
MASTERCARD INCORPORATED
CL A
57636Q104
331903
778
SH
DFND
1
0
548
230
VERTEX INC
CL A
92538J106
3390804
125865
SH
SOLE
0
0
125865
GRAB HOLDINGS LIMITED
CLASS A ORD
G4124C109
36255
10758
SH
DFND
1
0
758
10000
ABBOTT LABS
COM
002824100
340815
3096
SH
DFND
1
0
1058
2038
ABBVIE INC
COM
00287Y109
730736
4715
SH
DFND
1
0
1379
3336
ADOBE INC
COM
00724F101
267874
449
SH
DFND
1
0
356
93
ADVANCED MICRO DEVICES INC
COM
007903107
595538
4040
SH
DFND
1
0
861
3179
AMAZON COM INC
COM
023135106
1363254
8972
SH
DFND
1
0
4941
4031
AMGEN INC
COM
031162100
216248
751
SH
DFND
1
0
437
314
APPLE INC
COM
037833100
6195410
32179
SH
DFND
1,2
0
10877
21302
BANK AMERICA CORP
COM
060505104
242382
7199
SH
DFND
1
0
4995
2204
BOEING CO
COM
097023105
348156
1336
SH
DFND
1
0
279
1057
BROADCOM INC
COM
11135F101
322297
289
SH
DFND
1
0
254
35
CHEVRON CORP NEW
COM
166764100
290898
1950
SH
DFND
1
0
960
990
CISCO SYS INC
COM
17275R102
209411
4145
SH
DFND
1
0
2742
1403
COMMUNITY BK SYS INC
COM
203607106
569208
10923
SH
DFND
1
0
40
10883
COSTCO WHSL CORP NEW
COM
22160K105
253855
385
SH
DFND
1
0
321
64
DISNEY WALT CO
COM
254687106
262149
2903
SH
DFND
1
0
980
1923
ESSENTIAL UTILS INC
COM
29670G102
212523
5690
SH
DFND
1
0
232
5458
EXXON MOBIL CORP
COM
30231G102
1029362
10296
SH
DFND
1
0
2583
7713
FULTON FINL CORP PA
COM
360271100
305729
18574
SH
DFND
1
0
173
18401
HOME DEPOT INC
COM
437076102
2147159
6196
SH
DFND
1
0
747
5449
INTEL CORP
COM
458140100
212123
4221
SH
DFND
1
0
2370
1851
JPMORGAN CHASE & CO
COM
46625H100
658075
3869
SH
DFND
1
0
2156
1713
JOHNSON & JOHNSON
COM
478160104
437241
2790
SH
DFND
1
0
1730
1060
LAKELAND BANCORP INC
COM
511637100
172822
11685
SH
DFND
1
0
118
11567
ELI LILLY & CO
COM
532457108
353738
607
SH
DFND
1
0
517
90
LOWES COS INC
COM
548661107
404320
1817
SH
DFND
1
0
548
1269
MCDONALDS CORP
COM
580135101
530603
1789
SH
DFND
1
0
607
1182
MERCK & CO INC
COM
58933Y105
278059
2551
SH
DFND
1
0
1850
701
MERIDIAN CORPORATION
COM
58958P104
2644544
190255
SH
SOLE
0
0
190255
MICROSOFT CORP
COM
594918104
2705201
7194
SH
DFND
1
0
4750
2444
NEW JERSEY RES CORP
COM
646025106
243051
5452
SH
DFND
1
0
32
5420
NUCOR CORP
COM
670346105
244633
1406
SH
DFND
1
0
153
1253
NVIDIA CORPORATION
COM
67066G104
1388272
2803
SH
DFND
1
0
1371
1432
ORACLE CORP
COM
68389X105
261150
2477
SH
DFND
1
0
1017
1460
PEPSICO INC
COM
713448108
353495
2081
SH
DFND
1
0
912
1169
PFIZER INC
COM
717081103
255745
8883
SH
DFND
1
0
2064
6819
PROCTER AND GAMBLE CO
COM
742718109
518167
3536
SH
DFND
1
0
1578
1958
PROLOGIS INC.
COM
74340W103
540424
4054
SH
DFND
1
0
604
3450
S & T BANCORP INC
COM
783859101
476302
14252
SH
SOLE
0
0
14252
S&P GLOBAL INC
COM
78409V104
789579
1792
SH
DFND
1
0
160
1632
SALESFORCE INC
COM
79466L302
200602
762
SH
DFND
1
0
616
146
STARBUCKS CORP
COM
855244109
217969
2270
SH
DFND
1
0
881
1389
TESLA INC
COM
88160R101
490004
1972
SH
DFND
1
0
1398
574
TEXAS INSTRS INC
COM
882508104
1118227
6560
SH
DFND
1
0
632
5928
THERMO FISHER SCIENTIFIC INC
COM
883556102
238856
450
SH
DFND
1
0
216
234
UNITEDHEALTH GROUP INC
COM
91324P102
394679
750
SH
DFND
1
0
596
154
WALMART INC
COM
931142103
291916
1852
SH
DFND
1
0
1048
804
WELLS FARGO CO NEW
COM
949746101
2064025
41935
SH
DFND
1
0
1976
39959
VISA INC
COM CL A
92826C839
377421
1450
SH
DFND
1
0
1211
239
DUKE ENERGY CORP NEW
COM NEW
26441C204
320815
3306
SH
DFND
1
0
583
2723
GENERAL ELECTRIC CO
COM NEW
369604301
241521
1892
SH
DFND
1
0
604
1288
ISHARES INC
CORE MSCI EMKT
46434G103
6753057
133512
SH
SOLE
0
0
133512
ISHARES TR
CORE MSCI TOTAL
46432F834
15189852
233942
SH
SOLE
0
0
233942
ISHARES TR
CORE S&P TTL STK
464287150
1309483
12444
SH
SOLE
0
0
12444
ISHARES TR
CORE S&P500 ETF
464287200
4687459
9814
SH
SOLE
0
0
9814
ISHARES TR
CORE TOTAL USD
46434V613
1087022
23595
SH
SOLE
0
0
23595
ISHARES TR
CORE US AGGBD ET
464287226
49384378
497576
SH
SOLE
0
0
497576
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
629947
3697
SH
SOLE
0
0
3697
ISHARES INC
ESG AWR MSCI EM
46434G863
518026
16158
SH
SOLE
0
0
16158
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
797931
4853
SH
SOLE
0
0
4853
SPDR GOLD TR
GOLD SHS
78463V107
352518
1844
SH
SOLE
0
0
1844
ISHARES TR
MBS ETF
464288588
15908456
169095
SH
SOLE
0
0
169095
VANGUARD INDEX FDS
MID CAP ETF
922908629
519718
2234
SH
SOLE
0
0
2234
ISHARES TR
MSCI USA QLT FCT
46432F339
17243777
117193
SH
SOLE
0
0
117193
ISHARES TR
MSCI USA VALUE
46432F388
14050601
138895
SH
SOLE
0
0
138895
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
393365
8485
SH
SOLE
0
0
8485
ISHARES TR
NATIONAL MUN ETF
464288414
27297205
251796
SH
SOLE
0
0
251796
ISHARES TR
RUS 1000 ETF
464287622
291424
1111
SH
SOLE
0
0
1111
ISHARES TR
RUSSELL 2000 ETF
464287655
9181420
45745
SH
SOLE
0
0
45745
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1653288
3785
SH
SOLE
0
0
3785
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
250991
1591
SH
SOLE
0
0
1591
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
387778
6648
SH
SOLE
0
0
6648
ISHARES TR
SHRT NAT MUN ETF
464288158
14800460
140382
SH
SOLE
0
0
140382
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
16699136
344667
SH
SOLE
0
0
344667
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1341393
6288
SH
SOLE
0
0
6288
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
3140188
61512
SH
SOLE
0
0
61512
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
285809
1485
SH
SOLE
0
0
1485
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1388551
18879
SH
SOLE
0
0
18879
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3863883
16288
SH
SOLE
0
0
16288
SPDR S&P 500 ETF TR
TR UNIT
78462F103
280224
590
SH
SOLE
0
0
590
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
708671
15201
SH
SOLE
0
0
15201
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
19291858
346540
SH
SOLE
0
0
346540
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
62325082
1874439
SH
SOLE
0
0
1874439
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
89318671
3055719
SH
SOLE
0
0
3055719
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1684393
22125
SH
SOLE
0
0
22125
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
233028
4496
SH
SOLE
0
0
4496
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
59338661
1052104
SH
SOLE
0
0
1052104
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
7326157
97267
SH
SOLE
0
0
97267
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
522780
11066
SH
SOLE
0
0
11066
VANGUARD INDEX FDS
VALUE ETF
922908744
206161
1379
SH
SOLE
0
0
1379
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
566035
11817
SH
SOLE
0
0
11817
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1386578
23923
SH
SOLE
0
0
23923
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
25850133
1058564
SH
SOLE
0
0
1058564