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Disclosed positions
Meridian Wealth Partners, LLC: source evidence dated 2026-08-13T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHX
- Class
- US LRG CAP ETF
- Reported value
- $104,986,990
- Reported amount
- 3,567,346
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001239Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $104,986,990 | 3,567,346 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $104,305,879 | 2,351,350 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $98,435,601 | 994,500 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $58,656,666 | 1,134,778 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $37,857,200 | 275,265 | SH | None |
| ISHARES TR | EFG | EAFE GRWTH ETF | $35,870,231 | 288,300 | SH | None |
| ISHARES TR | VLUE | MSCI USA VALUE | $34,010,296 | 170,213 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $32,111,358 | 336,456 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $31,116,920 | 844,650 | SH | None |
| ISHARES TR | MBB | MBS ETF | $28,124,927 | 297,555 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $27,147,860 | 937,426 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $25,234,468 | 115,000 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $22,903,948 | 276,484 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $18,472,604 | 241,314 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $16,444,014 | 152,797 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $14,065,341 | 582,657 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $11,463,971 | 38,156 | SH | None |
| APPLE INC | AAPL | COM | $10,548,553 | 36,455 | SH | None |
| PPG INDS INC | PPG | COM | $9,480,846 | 78,167 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $8,512,777 | 230,886 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $6,914,684 | 18,686 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $6,558,127 | 61,596 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $5,822,097 | 70,708 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $5,062,078 | 6,759 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $4,359,428 | 21,787 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,777,994 | 7,447 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $2,500,201 | 3,640 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $2,452,916 | 29,289 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,116,620 | 8,881 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $2,081,823 | 41,159 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,848,866 | 5,174 | SH | None |
| HOME DEPOT INC | HD | COM | $1,841,672 | 5,222 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $1,797,378 | 6,030 | SH | None |
| NVR INC | NVR | COM | $1,785,111 | 262 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $1,778,962 | 20,809 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $1,565,658 | 9,531 | SH | None |
| BROADCOM INC | AVGO | COM | $1,472,587 | 3,898 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $1,404,994 | 19,139 | SH | None |
| MERIDIAN CORP | MRBK | COM | $1,339,005 | 66,850 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,325,696 | 3,752 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,320,408 | 2,273 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $1,236,405 | 26,791 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $1,140,768 | 35,975 | SH | None |
| META PLATFORMS INC | META | CL A | $1,045,786 | 1,857 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $964,603 | 836 | SH | None |
| TESLA INC | TSLA | COM | $960,652 | 2,284 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $955,465 | 3,152 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $928,308 | 2,836 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $899,584 | 2,442 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $839,626 | 3,306 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.