Meridian Wealth Partners, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$566M
Signature - Title
Brian Kohute - Chief Compliance Officer
Location
653 Skippack Pike, Ste 210, Blue Bell, PA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 107 $566M +$17.9M -$10.5M +$7.47M DFAC, DFAU, SCHX, AGG, DFAX 13F-HR 8/9/2024, 05:39 PM
Q1 2024 107 $554M +$20.3M -$21.5M -$1.2M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 5/10/2024, 10:34 AM
Q4 2023 101 $524M +$7.41M -$9.21M -$1.79M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 2/5/2024, 12:23 PM
Q3 2023 101 $480M +$17M -$6.93M +$10.1M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 11/3/2023, 10:04 AM
Q2 2023 94 $487M +$16M -$3.31M +$12.7M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 8/2/2023, 11:35 AM
Q1 2023 94 $459M +$30.4M -$6.42M +$24M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 5/4/2023, 04:18 PM
Q4 2022 86 $432M +$9.96M -$1.15M +$8.81M DFAC, DFAU, SCHX, AGG, MUB 13F-HR 2/14/2023, 07:15 AM
Q3 2022 84 $400M +$37.8M -$35.4M +$2.4M DFAC, SCHX, DFAU, AGG, MUB 13F-HR 11/14/2022, 03:56 PM
Q2 2022 80 $421M +$48.2M -$37.4M +$10.8M DFAC, DFAU, AGG, MUB, SCHX 13F-HR 8/12/2022, 07:41 PM
Q1 2022 84 $475M +$81.6M -$44.4M +$37.2M DFAC, DFAU, AGG, SCHX, DFAX 13F-HR 5/13/2022, 05:28 PM
Q4 2021 82 $499M +$11.6M -$2.02M +$9.61M DFAC, DFAU, AGG, MUB, DFAX 13F-HR 2/14/2022, 04:36 PM
Q3 2021 76 $462M +$65.1M -$27.3M +$37.8M DFAC, DFAU, AGG, MUB, DFAX Restatement 11/12/2021, 04:07 PM
Q2 2021 78 $428M +$100M -$18.2M +$82.1M DFAC, DFAU, AGG, MUB, SCHX 13F-HR 8/12/2021, 01:09 PM
Q1 2021 1,165 $332M +$108M -$24.9M +$82.7M DFAU, AGG, MUB, SCHX, QUAL 13F-HR 5/17/2021, 03:38 PM
Q4 2020 231 $242M +$46.7M -$19.7M +$27M AGG, MUB, SCHX, QUAL, IWM 13F-HR 2/16/2021, 07:26 AM
Q3 2020 213 $198M +$8.9M -$1.69M +$7.21M SCHO, MUB, AGG, SCHX, QUAL 13F-HR 11/12/2020, 11:27 AM
Q2 2020 201 $186M +$17.2M -$11.5M +$5.65M SCHO, MUB, AGG, SCHX, IWM 13F-HR 8/12/2020, 10:25 AM
Q1 2020 184 $168M +$40.9M -$5M +$35.9M SCHO, MUB, AGG, SCHX, IXUS 13F-HR 5/15/2020, 01:33 PM
Q4 2019 211 $160M SCHO, SCHX, MUB, IXUS, SCHB 13F-HR 2/13/2020, 04:40 PM