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	Chg Shares	Chg %	Period Price ①	Since Period ①
1	NVR	NVR INC	Consumer Cyclical	262.0	$1.7M	0.24%	NEW	—	$6589.83	-13.2%
2	LMT	LOCKHEED MARTIN CORP	Industrials	833.0	$504K	0.07%	NEW	—	$604.67	-12.6%
3	CL	COLGATE PALMOLIVE CO	Consumer Defensive	5,610.0	$478K	0.07%	NEW	—	$85.23	+5.6%
4	CVX	CHEVRON CORPORATION	Energy	1,333.0	$276K	0.04%	NEW	—	$206.95	-5.2%
5	AIRR	FIRST TR EXCHANGE TRADED FD	—	2,280.0	$253K	0.04%	NEW	—	$110.78	+10.6%
6	AMAT	APPLIED MATLS INC	Technology	722.0	$247K	0.03%	NEW	—	$341.63	+19.1%
7	MU	MICRON TECHNOLOGY INC	Technology	701.0	$237K	0.03%	NEW	—	$337.68	+101.8%
8	LIN	LINDE PLC	Basic Materials	446.0	$221K	0.03%	NEW	—	$496.13	+3.0%
9	VERX	VERTEX INC	Technology	18,453.0	$219K	0.03%	NEW	—	$11.89	+11.5%
10	IEFA	ISHARES TR	—	2,362.0	$214K	0.03%	NEW	—	$90.53	+5.3%
11	GILD	GILEAD SCIENCES INC	Healthcare	1,506.0	$210K	0.03%	NEW	—	$139.37	-7.0%
12	NEE	NEXTERA ENERGY INC	Utilities	2,249.0	$209K	0.03%	NEW	—	$92.89	+0.5%
13	PFS	PROVIDENT FINL SVCS INC	Financial Services	9,778.0	$207K	0.03%	NEW	—	$21.16	+2.7%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%