Meridian Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Blue Bell, PA
CIK
0001781942
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 108 642,985 DFAC, AGG, DFAU, SCHX 13F-HR 11/8/2024 000195175724001190
Q2 2024 107 566,401 DFAC, DFAU, SCHX, AGG 13F-HR 8/12/2024 000195175724000731
Q1 2024 107 554,071 DFAC, DFAU, SCHX, AGG 13F-HR 5/10/2024 000195175724000456
Q4 2023 101 523,818 DFAC, DFAU, SCHX, AGG 13F-HR 2/5/2024 000195175724000196
Q3 2023 95 480,246 DFAC, DFAU, SCHX, AGG 13F-HR 11/3/2023 000195175723000681
Q2 2023 94 487,027 DFAC, DFAU, SCHX, AGG 13F-HR 8/2/2023 000195175723000476
Q1 2023 94 459,284 DFAC, DFAU, SCHX, AGG 13F-HR 5/4/2023 000195175723000262
Q4 2022 86 432,274 DFAC, DFAU, SCHX, AGG 13F-HR 2/14/2023 000178194223000002
Q3 2022 84 399,563 DFAC, SCHX, DFAU, AGG 13F-HR 11/14/2022 000178194222000004
Q2 2022 81 421,202 DFAC, DFAU, AGG, MUB 13F-HR 8/15/2022 000178194222000003
Q1 2022 84 475,281 DFAC, DFAU, AGG, SCHX 13F-HR 5/13/2022 000178194222000002
Q4 2021 82 499,162 DFAC, DFAU, AGG, MUB 13F-HR 2/14/2022 000178194222000001
Q3 2021 76 462,203 DFAC, DFAU, AGG, MUB RESTATEMENT 11/12/2021 000178194221000005
Q2 2021 78 428,332 DFAC, DFAU, AGG, MUB 13F-HR 8/12/2021 000178194221000004
Q1 2021 1,504 332,897 DFAU, AGG, MUB, SCHX 13F-HR 5/17/2021 000178194221000003
Q4 2020 231 242,083 AGG, MUB, SCHX, QUAL 13F-HR 2/16/2021 000178194221000002
Q3 2020 213 198,318 SCHO, MUB, AGG, SCHX 13F-HR 11/12/2020 000178194220000006
Q2 2020 201 186,015 SCHO, MUB, AGG, SCHX 13F-HR 8/12/2020 000178194220000005
Q1 2020 184 168,056 SCHO, MUB, AGG, SCHX 13F-HR 5/15/2020 000178194220000004
Q4 2019 211 160,489 SCHO, SCHX, MUB, IXUS 13F-HR 2/14/2020 000178194220000001
Additional filings from Meridian Wealth Partners, LLC that have since been restated