# EDGAR Filing Document

**Accession Number:** 0001781942
**File Stem:** 0001781942-23-000002
**Filing Date:** 2023-2
**Character Count:** 15921
**Document Hash:** af3483ef0dd655297a3b790aabede351
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001781942-23-000002.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001781942-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Meridian Wealth Partners, LLC
- **CENTRAL INDEX KEY:** 0001781942
- **IRS NUMBER:** 815475391
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20002
- **FILM NUMBER:** 23622741

**BUSINESS ADDRESS:**
- **STREET 1:** 653 SKIPPACK PIKE
- **STREET 2:** STE 210
- **CITY:** BLUE BELL
- **STATE:** PA
- **ZIP:** 19422
- **BUSINESS PHONE:** (610) 272-4700

**MAIL ADDRESS:**
- **STREET 1:** 653 SKIPPACK PIKE
- **STREET 2:** STE 210
- **CITY:** BLUE BELL
- **STATE:** PA
- **ZIP:** 19422

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Meridian Wealth Partners LLC<br>**Address:** 653 SKIPPACK PIKE<br>STE 210<br>BLUE BELL, PA 19422

**Form 13F File Number:** 028-20002

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** BRIAN KOHUTE<br>**Title:** Chief Compliance Officer<br>**Phone:** 610-272-4700

**Signature, Place, and Date of Signing:**

BRIAN KOHUTE  BLUE BELL, PA  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 128

**Form 13F Information Table Value Total:** $432274291

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name       | Form 13F File Number   |
|:---|:---|:---|
|  | PARAMETRIC |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 74547 | 679 | SH |  | DFND | 1 | 0 | 679 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 246039 | 2241 | SH |  | SOLE |  | 0 | 0 | 2241 |
| ABBVIE INC | COM | 00287Y109 |  | 147712 | 914 | SH |  | DFND | 1 | 0 | 914 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 572261 | 3541 | SH |  | SOLE |  | 0 | 0 | 3541 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 200441 | 2259 | SH |  | DFND | 1 | 0 | 2259 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 209723 | 2377 | SH |  | DFND | 1 | 0 | 2377 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 125031 | 1409 | SH |  | SOLE |  | 0 | 0 | 1409 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 483687 | 5482 | SH |  | SOLE |  | 0 | 0 | 5482 |
| AMAZON COM INC | COM | 023135106 |  | 257964 | 3071 | SH |  | DFND | 1 | 0 | 3071 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 380490 | 4530 | SH |  | SOLE |  | 0 | 0 | 4530 |
| APPLE INC | COM | 037833100 |  | 910160 | 7005 | SH |  | DFND | 1 | 0 | 7005 | 0 |
| APPLE INC | COM | 037833100 |  | 3002407 | 23108 | SH |  | SOLE |  | 0 | 0 | 23108 |
| BANK AMERICA CORP | COM | 060505104 |  | 111184 | 3357 | SH |  | DFND | 1 | 0 | 3357 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 99328 | 2999 | SH |  | SOLE |  | 0 | 0 | 2999 |
| BOEING CO | COM | 097023105 |  | 37336 | 196 | SH |  | DFND | 1 | 0 | 196 | 0 |
| BOEING CO | COM | 097023105 |  | 210301 | 1104 | SH |  | SOLE |  | 0 | 0 | 1104 |
| CHEVRON CORP NEW | COM | 166764100 |  | 143951 | 802 | SH |  | DFND | 1 | 0 | 802 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 182984 | 1019 | SH |  | SOLE |  | 0 | 0 | 1019 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 57421 | 1642 | SH |  | DFND | 1 | 0 | 1642 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 220200 | 6297 | SH |  | SOLE |  | 0 | 0 | 6297 |
| COMMUNITY BK SYS INC | COM | 203607106 |  | 252 | 4 | SH |  | DFND | 1 | 0 | 4 | 0 |
| COMMUNITY BK SYS INC | COM | 203607106 |  | 685096 | 10883 | SH |  | SOLE |  | 0 | 0 | 10883 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 48645740 | 1800360 | SH |  | SOLE |  | 0 | 0 | 1800360 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 79490220 | 3273897 | SH |  | SOLE |  | 0 | 0 | 3273897 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 24307980 | 1125369 | SH |  | SOLE |  | 0 | 0 | 1125369 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 30794 | 299 | SH |  | DFND | 1 | 0 | 299 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 292183 | 2837 | SH |  | SOLE |  | 0 | 0 | 2837 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 4964 | 104 | SH |  | DFND | 1 | 0 | 104 | 0 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 277216 | 5808 | SH |  | SOLE |  | 0 | 0 | 5808 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 187620 | 1701 | SH |  | DFND | 1 | 0 | 1701 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1312715 | 11901 | SH |  | SOLE |  | 0 | 0 | 11901 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 33739P830 |  | 281769 | 14274 | SH |  | SOLE |  | 0 | 0 | 14274 |
| FULTON FINL CORP PA | COM | 360271100 |  | 236 | 14 | SH |  | DFND | 1 | 0 | 14 | 0 |
| FULTON FINL CORP PA | COM | 360271100 |  | 291580 | 17325 | SH |  | SOLE |  | 0 | 0 | 17325 |
| HOME DEPOT INC | COM | 437076102 |  | 176566 | 559 | SH |  | DFND | 1 | 0 | 559 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1712629 | 5422 | SH |  | SOLE |  | 0 | 0 | 5422 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 241559 | 907 | SH |  | SOLE |  | 0 | 0 | 907 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 256136 | 8518 | SH |  | SOLE |  | 0 | 0 | 8518 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1124618 | 13262 | SH |  | SOLE |  | 0 | 0 | 13262 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 3546816 | 33322 | SH |  | SOLE |  | 0 | 0 | 33322 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3517311 | 9155 | SH |  | SOLE |  | 0 | 0 | 9155 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 40044589 | 412873 | SH |  | SOLE |  | 0 | 0 | 412873 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 236877 | 1125 | SH |  | SOLE |  | 0 | 0 | 1125 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 7048754 | 40426 | SH |  | SOLE |  | 0 | 0 | 40426 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 16672234 | 159895 | SH |  | SOLE |  | 0 | 0 | 159895 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 31088936 | 294626 | SH |  | SOLE |  | 0 | 0 | 294626 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 514801 | 10333 | SH |  | SOLE |  | 0 | 0 | 10333 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 8681779 | 382121 | SH |  | SOLE |  | 0 | 0 | 382121 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 14902470 | 130769 | SH |  | SOLE |  | 0 | 0 | 130769 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 11055334 | 121301 | SH |  | SOLE |  | 0 | 0 | 121301 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 11949903 | 206460 | SH |  | SOLE |  | 0 | 0 | 206460 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 314510 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 |  | 2031567 | 72067 | SH |  | SOLE |  | 0 | 0 | 72067 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 199261 | 1128 | SH |  | DFND | 1 | 0 | 1128 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 235550 | 1333 | SH |  | SOLE |  | 0 | 0 | 1333 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 192434 | 1435 | SH |  | DFND | 1 | 0 | 1435 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 221766 | 1654 | SH |  | SOLE |  | 0 | 0 | 1654 |
| KEYCORP | COM | 493267108 |  | 12002 | 689 | SH |  | DFND | 1 | 0 | 689 | 0 |
| KEYCORP | COM | 493267108 |  | 781078 | 44838 | SH |  | SOLE |  | 0 | 0 | 44838 |
| LOWES COS INC | COM | 548661107 |  | 59174 | 297 | SH |  | DFND | 1 | 0 | 297 | 0 |
| LOWES COS INC | COM | 548661107 |  | 276676 | 1389 | SH |  | SOLE |  | 0 | 0 | 1389 |
| MCDONALDS CORP | COM | 580135101 |  | 93553 | 355 | SH |  | DFND | 1 | 0 | 355 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 334019 | 1267 | SH |  | SOLE |  | 0 | 0 | 1267 |
| MERIDIAN CORPORATION | COM | 58958P104 |  | 2570394 | 84859 | SH |  | SOLE |  | 0 | 0 | 84859 |
| META PLATFORMS INC | CL A | 30303M102 |  | 97836 | 813 | SH |  | DFND | 1 | 0 | 813 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 264387 | 2197 | SH |  | SOLE |  | 0 | 0 | 2197 |
| MICROSOFT CORP | COM | 594918104 |  | 735288 | 3066 | SH |  | DFND | 1 | 0 | 3066 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 548977 | 2289 | SH |  | SOLE |  | 0 | 0 | 2289 |
| NEW JERSEY RES CORP | COM | 646025106 |  | 1389 | 28 | SH |  | DFND | 1 | 0 | 28 | 0 |
| NEW JERSEY RES CORP | COM | 646025106 |  | 285315 | 5750 | SH |  | SOLE |  | 0 | 0 | 5750 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 69472 | 831 | SH |  | DFND | 1 | 0 | 831 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 160029 | 1914 | SH |  | SOLE |  | 0 | 0 | 1914 |
| ORACLE CORP | COM | 68389X105 |  | 63430 | 776 | SH |  | DFND | 1 | 0 | 776 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 143958 | 1761 | SH |  | SOLE |  | 0 | 0 | 1761 |
| PEPSICO INC | COM | 713448108 |  | 126643 | 701 | SH |  | DFND | 1 | 0 | 701 | 0 |
| PEPSICO INC | COM | 713448108 |  | 286707 | 1587 | SH |  | SOLE |  | 0 | 0 | 1587 |
| PFIZER INC | COM | 717081103 |  | 124923 | 2438 | SH |  | DFND | 1 | 0 | 2438 | 0 |
| PFIZER INC | COM | 717081103 |  | 391317 | 7637 | SH |  | SOLE |  | 0 | 0 | 7637 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 37116 | 235 | SH |  | DFND | 1 | 0 | 235 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 184474 | 1168 | SH |  | SOLE |  | 0 | 0 | 1168 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 158683 | 1047 | SH |  | DFND | 1 | 0 | 1047 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 509393 | 3361 | SH |  | SOLE |  | 0 | 0 | 3361 |
| PROLOGIS INC. | COM | 74340W103 |  | 49150 | 436 | SH |  | DFND | 1 | 0 | 436 | 0 |
| PROLOGIS INC. | COM | 74340W103 |  | 396133 | 3514 | SH |  | SOLE |  | 0 | 0 | 3514 |
| PROSHARES TR | SHORT S 500 NE | 74347B425 |  | 354391 | 22108 | SH |  | SOLE |  | 0 | 0 | 22108 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 75488 | 748 | SH |  | DFND | 1 | 0 | 748 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 192757 | 1910 | SH |  | SOLE |  | 0 | 0 | 1910 |
| S  T BANCORP INC | COM | 783859101 |  | 2700 | 79 | SH |  | DFND | 1 | 0 | 79 | 0 |
| S  T BANCORP INC | COM | 783859101 |  | 487133 | 14252 | SH |  | SOLE |  | 0 | 0 | 14252 |
| S GLOBAL INC | COM | 78409V104 |  | 18757 | 56 | SH |  | DFND | 1 | 0 | 56 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 546287 | 1631 | SH |  | SOLE |  | 0 | 0 | 1631 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 13718966 | 306159 | SH |  | SOLE |  | 0 | 0 | 306159 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 48615182 | 1076748 | SH |  | SOLE |  | 0 | 0 | 1076748 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 6730424 | 102582 | SH |  | SOLE |  | 0 | 0 | 102582 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 416625 | 10284 | SH |  | SOLE |  | 0 | 0 | 10284 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1564651 | 20713 | SH |  | SOLE |  | 0 | 0 | 20713 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 988322 | 21650 | SH |  | SOLE |  | 0 | 0 | 21650 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 14342862 | 297323 | SH |  | SOLE |  | 0 | 0 | 297323 |
| SOUTH JERSEY INDS INC | COM | 838518108 |  | 226504 | 6375 | SH |  | SOLE |  | 0 | 0 | 6375 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 312816 | 1844 | SH |  | SOLE |  | 0 | 0 | 1844 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 362255 | 947 | SH |  | SOLE |  | 0 | 0 | 947 |
| STARBUCKS CORP | COM | 855244109 |  | 68349 | 689 | SH |  | DFND | 1 | 0 | 689 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 152867 | 1541 | SH |  | SOLE |  | 0 | 0 | 1541 |
| TESLA INC | COM | 88160R101 |  | 83023 | 674 | SH |  | DFND | 1 | 0 | 674 | 0 |
| TESLA INC | COM | 88160R101 |  | 212855 | 1728 | SH |  | SOLE |  | 0 | 0 | 1728 |
| TEXAS INSTRS INC | COM | 882508104 |  | 93845 | 568 | SH |  | DFND | 1 | 0 | 568 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 984876 | 5961 | SH |  | SOLE |  | 0 | 0 | 5961 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 110689 | 201 | SH |  | DFND | 1 | 0 | 201 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 135470 | 246 | SH |  | SOLE |  | 0 | 0 | 246 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 197227 | 372 | SH |  | DFND | 1 | 0 | 372 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 49837 | 94 | SH |  | SOLE |  | 0 | 0 | 94 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 217710 | 2892 | SH |  | SOLE |  | 0 | 0 | 2892 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 242460 | 3375 | SH |  | SOLE |  | 0 | 0 | 3375 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 908214 | 2585 | SH |  | SOLE |  | 0 | 0 | 2585 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 335675 | 1647 | SH |  | SOLE |  | 0 | 0 | 1647 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1039650 | 5664 | SH |  | SOLE |  | 0 | 0 | 5664 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3256000 | 17030 | SH |  | SOLE |  | 0 | 0 | 17030 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 2215001 | 44176 | SH |  | SOLE |  | 0 | 0 | 44176 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1351918 | 27317 | SH |  | SOLE |  | 0 | 0 | 27317 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 517181 | 3406 | SH |  | SOLE |  | 0 | 0 | 3406 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 290563 | 5618 | SH |  | SOLE |  | 0 | 0 | 5618 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 469980 | 11198 | SH |  | SOLE |  | 0 | 0 | 11198 |
| VISA INC | COM CL A | 92826C839 |  | 183452 | 883 | SH |  | DFND | 1 | 0 | 883 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 41552 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| WALMART INC | COM | 931142103 |  | 103507 | 730 | SH |  | DFND | 1 | 0 | 730 | 0 |
| WALMART INC | COM | 931142103 |  | 131842 | 930 | SH |  | SOLE |  | 0 | 0 | 930 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 54172 | 1312 | SH |  | DFND | 1 | 0 | 1312 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 1660808 | 40223 | SH |  | SOLE |  | 0 | 0 | 40223 |

---