Meridian Wealth Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm’s compliance officer, Craig Eidell, and provides the address of its office in Exton, Pennsylvania.
The portfolio includes a mix of individual stocks and exchange-traded funds. Notable holdings in the equity section include Apple Inc., with 17,871 shares; Microsoft Corporation, with 6,175 shares; and NVIDIA Corporation, with 17,633 shares. The portfolio also includes significant positions in various ETFs, such as the iShares Core S&P 500 ETF (6,651 shares) and the Schwab Strategic Trust U.S. Large Cap ETF (3,538,017 shares).
The filing indicates that certain positions, including those in Apple, are held in a discretionary manner through third-party sub-advisors Aperio Group, Parametric Portfolio Associates, and SpiderRock Advisors.
