MANAGING DIRECTOR, CCO

0001951757-23-000476.txt : 20230802 0001951757-23-000476.hdr.sgml : 20230802 20230802113523 ACCESSION NUMBER: 0001951757-23-000476 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230802 DATE AS OF CHANGE: 20230802 EFFECTIVENESS DATE: 20230802 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: 231134346 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 06-30-2023 06-30-2023 Meridian Wealth Partners, LLC

653 SKIPPACK PIKE STE 210 BLUE BELL PA 19422

13F HOLDINGS REPORT 028-20002 N BRIAN T. KOHUTE MANAGING DIRECTOR, CCO (610) 272-4700 BRIAN T. KOHUTE BLUE BELL PA 08-02-2023 1 94 487027704 false 1 Parametric INFORMATION TABLE 2 F_13F_Meridian_Q22023.xml ABBOTT LABS COM 002824100 330005 3027 SH DFND 1.0 0 756 2271 ABBVIE INC COM 00287Y109 603996 4483 SH DFND 1.0 0 996 3487 ADOBE SYSTEMS INCORPORATED COM 00724F101 221024 452 SH DFND 1.0 0 317 135 ALPHABET INC CAP STK CL C 02079K107 441555 3650 SH DFND 1.0 0 2441 1209 ALPHABET INC CAP STK CL A 02079K305 915840 7651 SH DFND 1.0 0 2800 4851 ALTRIA GROUP INC COM 02209S103 214245 4729 SH DFND 1.0 0 1299 3430 AMAZON COM INC COM 023135106 1112578 8535 SH DFND 1.0 0 3670 4865 APPLE INC COM 037833100 6014014 31005 SH DFND 1.0 0 8466 22539 BOEING CO COM 097023105 277254 1313 SH DFND 1.0 0 229 1084 BROADCOM INC COM 11135F101 212522 245 SH DFND 1.0 0 191 54 CHEVRON CORP NEW COM 166764100 307089 1952 SH DFND 1.0 0 850 1102 CISCO SYS INC COM 17275R102 215760 4170 SH DFND 1.0 0 1895 2275 COMCAST CORP NEW CL A 20030N101 351008 8448 SH DFND 1.0 0 2188 6260 COMMUNITY BK SYS INC COM 203607106 510204 10883 SH SOLE 0 0 10883 COSTCO WHSL CORP NEW COM 22160K105 205934 383 SH DFND 1.0 0 262 121 DIGITAL MEDIA SOLUTIONS INC COM CL A 25401G106 7597 23055 SH SOLE 0 0 23055 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 57912471 1868747 SH SOLE 0 0 1868747 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 216528 4496 SH SOLE 0 0 4496 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 85698981 3156500 SH SOLE 0 0 3156500 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 25520921 1094849 SH SOLE 0 0 1094849 DUKE ENERGY CORP NEW COM NEW 26441C204 288066 3210 SH DFND 1.0 0 385 2825 ESSENTIAL UTILS INC COM 29670G102 238024 5964 SH DFND 1.0 0 156 5808 EXXON MOBIL CORP COM 30231G102 1445320 13476 SH DFND 1.0 0 2152 11324 META PLATFORMS INC CL A 30303M102 865820 3017 SH DFND 1.0 0 946 2071 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 281769 14274 SH SOLE 0 0 14274 FORD MTR CO DEL COM 345370860 162096 10713 SH DFND 1.0 0 2114 8599 FULTON FINL CORP PA COM 360271100 208648 17504 SH DFND 1.0 0 175 17329 GENERAL ELECTRIC CO COM NEW 369604301 236274 2151 SH DFND 1.0 0 447 1704 HOME DEPOT INC COM 437076102 1902100 6123 SH DFND 1.0 0 616 5507 ISHARES TR CORE S&P TTL STK 464287150 1258223 12860 SH SOLE 0 0 12860 ISHARES TR CORE S&P500 ETF 464287200 4248863 9533 SH SOLE 0 0 9533 ISHARES TR CORE US AGGBD ET 464287226 44417998 453476 SH SOLE 0 0 453476 ISHARES TR RUS 1000 ETF 464287622 231602 950 SH SOLE 0 0 950 ISHARES TR RUSSELL 2000 ETF 464287655 8503478 45408 SH SOLE 0 0 45408 ISHARES TR SHRT NAT MUN ETF 464288158 16179339 155511 SH SOLE 0 0 155511 ISHARES TR NATIONAL MUN ETF 464288414 31343186 293668 SH SOLE 0 0 293668 ISHARES TR MBS ETF 464288588 14077135 150937 SH SOLE 0 0 150937 ISHARES TR MSCI USA QLT FCT 46432F339 15951344 118272 SH SOLE 0 0 118272 ISHARES TR MSCI USA VALUE 46432F388 12712291 135540 SH SOLE 0 0 135540 ISHARES TR CORE MSCI TOTAL 46432F834 14277358 228000 SH SOLE 0 0 228000 ISHARES INC CORE MSCI EMKT 46434G103 6001852 121766 SH SOLE 0 0 121766 ISHARES INC ESG AWR MSCI EM 46434G863 423020 13374 SH SOLE 0 0 13374 JPMORGAN CHASE & CO COM 46625H100 523622 3600 SH DFND 1.0 0 1695 1905 JOHNSON & JOHNSON COM 478160104 453632 2741 SH DFND 1.0 0 1287 1454 KEYCORP COM 493267108 419303 45379 SH DFND 1.0 0 667 44712 LILLY ELI & CO COM 532457108 259417 553 SH DFND 1.0 0 405 148 LOWES COS INC COM 548661107 415936 1843 SH DFND 1.0 0 391 1452 MASTERCARD INCORPORATED CL A 57636Q104 261938 666 SH DFND 1.0 0 453 213 MCDONALDS CORP COM 580135101 524153 1756 SH DFND 1.0 0 468 1288 MERCK & CO INC COM 58933Y105 320516 2778 SH DFND 1.0 0 1667 1111 MERIDIAN CORPORATION COM 58958P104 1678062 171231 SH SOLE 0 0 171231 MICROSOFT CORP COM 594918104 2419446 7105 SH DFND 1.0 0 3886 3219 NEW JERSEY RES CORP COM 646025106 264982 5614 SH DFND 1.0 0 36 5578 NEXTERA ENERGY INC COM 65339F101 238364 3212 SH DFND 1.0 0 1035 2177 NUCOR CORP COM 670346105 225065 1373 SH DFND 1.0 0 120 1253 NVIDIA CORPORATION COM 67066G104 662452 1566 SH DFND 1.0 0 1060 506 ORACLE CORP COM 68389X105 322213 2706 SH DFND 1.0 0 805 1901 PEPSICO INC COM 713448108 463792 2504 SH DFND 1.0 0 783 1721 PFIZER INC COM 717081103 387493 10564 SH DFND 1.0 0 2373 8191 PROCTER AND GAMBLE CO COM 742718109 666898 4395 SH DFND 1.0 0 1163 3232 PROLOGIS INC. COM 74340W103 516641 4213 SH DFND 1.0 0 639 3574 PROSHARES TR SHORT S&P 500 NE 74347B425 306860 22108 SH SOLE 0 0 22108 RAYTHEON TECHNOLOGIES CORP COM 75513E101 288885 2949 SH DFND 1.0 0 977 1972 S & T BANCORP INC COM 783859101 387784 14262 SH DFND 1.0 0 10 14252 S&P GLOBAL INC COM 78409V104 706369 1762 SH DFND 1.0 0 122 1640 SPDR S&P 500 ETF TR TR UNIT 78462F103 386279 871 SH SOLE 0 0 871 SPDR GOLD TR GOLD SHS 78463V107 328730 1844 SH SOLE 0 0 1844 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 17126947 331276 SH SOLE 0 0 331276 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 55076577 1051682 SH SOLE 0 0 1051682 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7074373 99597 SH SOLE 0 0 99597 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 479144 10939 SH SOLE 0 0 10939 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1505047 20725 SH SOLE 0 0 20725 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 735837 15941 SH SOLE 0 0 15941 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 15714572 326978 SH SOLE 0 0 326978 STARBUCKS CORP COM 855244109 227740 2299 SH DFND 1.0 0 687 1612 TESLA INC COM 88160R101 805467 3077 SH DFND 1.0 0 1150 1927 TEXAS INSTRS INC COM 882508104 1183992 6577 SH DFND 1.0 0 589 5988 THERMO FISHER SCIENTIFIC INC COM 883556102 260354 499 SH DFND 1.0 0 191 308 UNITEDHEALTH GROUP INC COM 91324P102 284059 591 SH DFND 1.0 0 467 124 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 545094 3356 SH SOLE 0 0 3356 VANGUARD STAR FDS VG TL INTL STK F 921909768 289037 5154 SH SOLE 0 0 5154 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1174671 16160 SH SOLE 0 0 16160 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 515600 11165 SH SOLE 0 0 11165 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1037471 9781 SH SOLE 0 0 9781 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2436309 44777 SH SOLE 0 0 44777 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1355639 26994 SH SOLE 0 0 26994 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 982360 2412 SH SOLE 0 0 2412 VANGUARD INDEX FDS MID CAP ETF 922908629 305362 1387 SH SOLE 0 0 1387 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 746681 5017 SH SOLE 0 0 5017 VANGUARD INDEX FDS SMALL CP ETF 922908751 1161200 5838 SH SOLE 0 0 5838 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3653605 16586 SH SOLE 0 0 16586 VISA INC COM CL A 92826C839 324399 1366 SH DFND 1.0 0 1021 345 WALMART INC COM 931142103 294604 1874 SH DFND 1.0 0 786 1088 WELLS FARGO CO NEW COM 949746101 1759399 41223 SH DFND 1.0 0 1168 40055