MERIDIAN WEALTH PARTNERS LLC
Q2 2026 Form 13-F
BLUE BELL, PENNSYLVANIA
CIK 0001781942
· CRD 287768
· SEC-registered investment adviser
Consolidated report · includes
3 managers
since Q4 2019
$826.1M Reported Value Total
MERIDIAN WEALTH PARTNERS, LLC reports 2,105 total accounts under management (AUM). There are 2,081 discretionary accounts valued at $1,346,731,773, and 24 non-discretionary accounts valued at $22,247,208.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-01
Reported value
$826.1M
Quarter over quarter
+11.9%
Holdings
125
Top-10 concentration
68.5%
Filing Structure
Reports holdings for
- Aperio (not a 13F filer in our records) · since Q2 2026 · declared by one filing
- Parametric (not a 13F filer in our records) · since Q4 2019 · declared by one filing
- SpiderRock (not a 13F filer in our records) · since Q3 2023 · declared by one filing
- Blackrock (not a 13F filer in our records) · Q4 2019 – Q1 2026 · declared by one filing
- PARAMETRIC PORTFOLIO ASSOCIATES LLC · Q4 2024 – Q4 2024 · declared by one filing
- SpiderRock Advisors LLC · Q4 2024 – Q4 2024 · declared by one filing
- MWP (not a 13F filer in our records) · Q4 2021 – Q1 2022 · declared by one filing
- MERIDIAN WEALTH PARTNERS (not a 13F filer in our records) · Q4 2019 – Q3 2021 · declared by one filing
Key People
Form ADV owners & control persons
Kenneth Charles Ambrogi
CHIEF INVESTMENT OFFICER
Christopher James Annas
MANAGER (BOARD)
David Martin Campbell
SENIOR VICE PRESIDENT, STRATEGIC INITIATIVES
Filing Navigation
13F Metrics
Loading 13F Metrics
Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 12, 2026 |
| Form | 13F-HR |
| Reported value | $826.1M |
| Positions | 125 |
| Change in reported value | +13.4% |
| New positions | 14 |
| Exited positions | 7 |
| Position turnover | 15.9% |
| Top-10 concentration | 68.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 12, 2026
|
125 | $826.1M |
|
Q1 2026 13F
Filed May 14, 2026
|
118 | $728.6M |
|
Q4 2025 13F
Filed Feb 13, 2026
|
113 | $725.6M |
|
Q3 2025 13F
Filed Nov 13, 2025
|
113 | $726.6M |
|
Q2 2025 13F
Filed Aug 13, 2025
|
111 | $689.7M |
|
Q1 2025 13F
Filed May 13, 2025
|
103 | $626.6M |
|
Q4 2024 13F
Filed Feb 11, 2025
|
106 | $659.1M |
|
Q3 2024 13F
Filed Nov 8, 2024
|
108 | $643.0M |
|
Q2 2024 13F
Filed Aug 12, 2024
|
107 | $566.4M |
|
Q1 2024 13F
Filed May 10, 2024
|
107 | $554.1M |
|
Q4 2023 13F
Filed Feb 5, 2024
|
101 | $523.8M |
|
Q3 2023 13F
Filed Nov 3, 2023
|
95 | $480.2M |
|
Q2 2023 13F
Filed Aug 2, 2023
|
94 | $487.0M |
|
Q1 2023 13F
Filed May 4, 2023
|
94 | $459.3M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
86 | $432.3M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
84 | $399.6M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
81 | $421.2M |
|
Q1 2022 13F
Filed May 13, 2022
|
84 | $475.3M |
|
Q4 2021 13F
Filed Feb 15, 2022
|
82 | $499.2M |
|
Q3 2021 13F
Filed Nov 12, 2021
|
1,166 | $481.7M |
7 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SCHX SCHWAB STRATEGIC TR | $105.0M | 12.71% |
| 2 | DFAC DIMENSIONAL ETF TRUST | $104.3M | 12.63% |
| 3 | AGG ISHARES TR | $98.4M | 11.92% |
| 4 | DFAU DIMENSIONAL ETF TRUST | $58.7M | 7.1% |
| 5 | IVW ISHARES TR | $37.9M | 4.58% |
| 6 | EFG ISHARES TR | $35.9M | 4.34% |
| 7 | VLUE ISHARES TR | $34.0M | 4.12% |
| 8 | IXUS ISHARES TR | $32.1M | 3.89% |
| 9 | DFAX DIMENSIONAL ETF TRUST | $31.1M | 3.77% |
| 10 | MBB ISHARES TR | $28.1M | 3.4% |
| 11 | SCHB SCHWAB STRATEGIC TR | $27.1M | 3.29% |
| 12 | QUAL ISHARES TR | $25.2M | 3.05% |
| 13 | IEMG ISHARES INC | $22.9M | 2.77% |
| 14 | EFV ISHARES TR | $18.5M | 2.24% |
| 15 | MUB ISHARES TR | $16.4M | 1.99% |
| 16 | SCHO SCHWAB STRATEGIC TR | $14.1M | 1.7% |
| 17 | IWM ISHARES TR | $11.5M | 1.39% |
| 18 | AAPL APPLE INC | $10.5M | 1.28% |
| 19 | PPG PPG INDS INC | $9.5M | 1.15% |
| 20 | SCHM SCHWAB STRATEGIC TR | $8.5M | 1.03% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.