Portfolio (Quarterly) Guide ↗

Meridian Wealth Partners, LLC

· CIK 0001781942

13F Portfolio $729M AUM 118 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 13 New 54 Added 26 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UNH	UNITEDHEALTH GROUP INC	Healthcare	781	$258K	0.04%	SOLD
2	APP	APPLOVIN CORP	Technology	370	$249K	0.03%	SOLD
3	WFC	WELLS FARGO CO NEW	Financial Services	2,501	$233K	0.03%	SOLD
4	ABT	ABBOTT LABS	Healthcare	1,833	$230K	0.03%	SOLD
5	AXP	AMERICAN EXPRESS CO	Financial Services	584	$216K	0.03%	SOLD
6	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	837	$215K	0.03%	SOLD
7	MS	MORGAN STANLEY	Financial Services	1,203	$214K	0.03%	SOLD
8	IWF	ISHARES TR	—	449	$213K	0.03%	SOLD

Sector Allocation

Technology 35.5%

Basic Materials 14.9%

Financial Services 13.5%

Consumer Cyclical 12.0%

Communication Services 7.0%

Healthcare 5.7%

Consumer Defensive 4.0%

Industrials 3.8%

Energy 2.1%

Utilities 1.1%