Chief Compliance Officer

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