Titelia

Holdings of Meridian Wealth Partners, LLC

112 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 72.4 % of the equity sleeve

Sector breakdown

  • Funds 19.4 %
  • Technology 3.2 %
  • Materials 1.3 %
  • Consumer discretionary 1.1 %
  • Communication 0.6 %
  • Financials 0.6 %
  • Health care 0.4 %
  • Consumer staples 0.4 %
  • Industrials 0.3 %
  • Energy 0.1 %
  • Utilities 0.1 %
  • Unattributed 72.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US112641.3M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core U.S. Aggregate Bond ETF 943,17393.6M $
2Dimensional ETF Trust 2,380,62092.5M $
3Schwab U.S. Large-Cap ETF 3,500,44089.8M $
4iShares MSCI EAFE Growth ETF 278,70631M $
5iShares Trust 272,54230.8M $
6iShares Core MSCI Total International Stock ETF 332,80928.8M $
7iShares MBS ETF 280,33426.6M $
8iShares MSCI USA Value Factor ETF 186,23426.5M $
9Schwab US Broad Market ETF 921,28523.1M $
10iShares Trust 113,40621.8M $
11iShares Core MSCI Emerging Markets ETF 286,94020M $
12iShares National Muni Bond ETF 171,61818.2M $
13iShares Trust 236,18017.6M $
14Schwab Short-Term U.S. Treasury ETF 542,65313.2M $
15Apple Inc 37,4919.5M $
16iShares Russell 2000 ETF 38,0169.4M $
17PPG Industries Inc 79,1048.5M $
18iShares Short-Term National Muni Bond ETF 69,7097.4M $
19Dimensional U S Small Cap ETF 69,9905M $
20iShares Core S&P 500 ETF 6,8504.5M $
21NVIDIA Corp 21,0973.7M $
22Microsoft Corp 7,1932.7M $
23Vanguard FTSE All-World ex-US ETF 29,6062.2M $
24Vanguard S&P 500 ETF 3,5662.1M $
25Vanguard Tax-Exempt Bond Index ETF 41,1652.1M $
26Vanguard Total Stock Market ETF 5,8981.9M $
27Home Depot Inc/The 5,4301.8M $
28NVR Inc 2621.7M $
29Amazon.com Inc 8,2841.7M $
30Vanguard Total International S 20,1911.6M $
31Vanguard Total Bond Market ETF 19,8811.5M $
32Alphabet Inc 5,0121.4M $
33iShares Core S&P Total U.S. Stock Market ETF 9,5311.4M $
34Meridian Corp 66,8391.3M $
35Broadcom Inc 3,7971.2M $
36Texas Instruments Inc 6,0111.2M $
37Schwab US Dividend Equity ETF 35,9661.1M $
38Alphabet Inc 3,7081.1M $
39SPDR Gold Shares 2,4421.1M $
40Meta Platforms Inc 1,7861M $
41iShares Trust 21,057972.6K $
42Exxon Mobil Corp 5,616952.7K $
43Vanguard Small-Cap ETF 3,197837.4K $
44JPMorgan Chase & Co 2,828831.9K $
45Johnson & Johnson 3,311809.3K $
46Tesla Inc 2,018750.2K $
47CENTESSA PHARMACEUTICALS PLC 18,101719K $
48Berkshire Hathaway Inc 1718.1K $
49Community Financial System Inc 10,890638.7K $
50S&P Global Inc 1,454618.6K $
51Advanced Micro Devices Inc 3,017613.7K $
52AbbVie Inc 2,794607.7K $
53Walmart Inc 4,675581K $
54Vanguard Value ETF 2,959580.6K $
55Fulton Financial Corp 27,520559.8K $
56VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,598558.7K $
57McDonald's Corp. 1,780553.2K $
58Vanguard Information Technology ETF 786548.4K $
59Vanguard Mid-Cap ETF 1,871537.3K $
60Vanguard Extended Market ETF 2,608536.7K $
61Invesco QQQ Trust Series 1 920530.8K $
62Eli Lilly & Co 576529.5K $
63Lockheed Martin Corp 833503.7K $
64Vanguard Scottsdale Funds 8,344488.5K $
65Vanguard Scottsdale Funds 10,354486.1K $
66Colgate-Palmolive Co 5,610478.1K $
67iShares ESG Aware MSCI EM ETF 9,891449.7K $
68Lowe's Cos Inc 1,868441.3K $
69RTX Corp 2,229429.9K $
70Visa Inc 1,354409.1K $
71State Street SPDR S&P 500 ETF Trust 626407.3K $
72iShares Trust 1,111396.2K $
73Vanguard Growth ETF 906395.7K $
74Schwab U.S. Small-Cap ETF 13,251385.3K $
75Cisco Systems, Inc. 4,799372.4K $
76Costco Wholesale Corp 373371.7K $
77Philip Morris International Inc. 2,168358.5K $
78Boeing Co/The 1,791356.4K $
79Netflix Inc 3,452331.9K $
80iShares Russell 3000 ETF 891330.4K $
81Oracle Corp 2,204324.2K $
82Vanguard FTSE Developed Markets ETF 5,040323K $
83Schwab U.S. Aggregate Bond ETF 13,507313.6K $
84Bank of America Corp 6,299307.1K $
85Mastercard Inc 613306.4K $
86Procter & Gamble Co/The 2,031293.4K $
87Dimensional ETF Trust 4,109291.4K $
88Chevron Corp 1,333275.9K $
89Caterpillar Inc 386273.2K $
90PNC Financial Services Group Inc/The 1,285267.4K $
91Merck & Co Inc 2,205265.3K $
92Ishares Gold Trust 2,993263.9K $
93Rocket Lab Corp 4,070261.4K $
94Vanguard High Dividend Yield E 1,700251.8K $
95Coca-Cola Co/The 3,269248.6K $
96Duke Energy Corp 1,887247.1K $
97Applied Materials Inc 722246.7K $
98SELECT SECTOR SPDR TRUST (THE) 1,805239.9K $
99Goldman Sachs Group Inc/The 280237.2K $
100Micron Technology Inc 701236.7K $