# EDGAR Filing Document

**Accession Number:** 0001781942
**File Stem:** 0001951757-25-001412
**Filing Date:** 2025-11
**Character Count:** 15107
**Document Hash:** 534272ef983aec1ece72e4fd472cd787
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001412.hdr.sgml**: 20251113

**ACCESSION NUMBER**: 0001951757-25-001412

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251113

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Meridian Wealth Partners, LLC
- **CENTRAL INDEX KEY:** 0001781942

**ORGANIZATION NAME:**
- **EIN:** 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:** 251475806

**BUSINESS ADDRESS:**
- **STREET 1:** 367 EAGLEVIEW BOULEVARD
- **STREET 2:** STE 202
- **CITY:** EXTON
- **STATE:** PA
- **ZIP:** 19341
- **BUSINESS PHONE:** (610) 272-4700

**MAIL ADDRESS:**
- **STREET 1:** 367 EAGLEVIEW BOULEVARD
- **STREET 2:** STE 202
- **CITY:** EXTON
- **STATE:** PA
- **ZIP:** 19341

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**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:** 367 EAGLEVIEW BOULEVARD<br>STE 202<br>EXTON, PA 19341

**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  Exton, PA  11-13-2025<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:** 3

**Form 13F Information Table Entry Total:** 113

**Form 13F Information Table Value Total:** $726578799

      (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 |  |
|  | Blackrock  |  |
|  | SpiderRock |  |

### 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 |  | 294446 | 2198 | SH |  | DFND | 1 | 0 | 1297 | 901 |
| ABBVIE INC | COM | 00287Y109 |  | 613659 | 2650 | SH |  | DFND | 1 | 0 | 1465 | 1185 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 463044 | 2862 | SH |  | DFND | 1 | 0 | 913 | 1949 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 917454 | 3767 | SH |  | DFND | 1 | 0 | 3430 | 337 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1750627 | 7201 | SH |  | DFND | 1 | 0 | 4023 | 3178 |
| AMAZON COM INC | COM | 023135106 |  | 1716565 | 7818 | SH |  | DFND | 1 | 0 | 6149 | 1669 |
| APPLE INC | COM | 037833100 |  | 9791631 | 38455 | SH |  | DFND | 1 3 | 0 | 19128 | 19327 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 268735 | 374 | SH |  | DFND | 1 | 0 | 244 | 130 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 261506 | 891 | SH |  | DFND | 1 | 0 | 885 | 6 |
| BANK AMERICA CORP | COM | 060505104 |  | 325581 | 6311 | SH |  | DFND | 1 | 0 | 5400 | 911 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 754200 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 287715 | 5404 | SH |  | SOLE |  | 0 | 0 | 5404 |
| BOEING CO | COM | 097023105 |  | 293026 | 1358 | SH |  | DFND | 1 | 0 | 409 | 949 |
| BROADCOM INC | COM | 11135F101 |  | 1208564 | 3663 | SH |  | DFND | 1 | 0 | 3331 | 332 |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | 152309100 |  | 438950 | 18101 | SH |  | SOLE |  | 0 | 0 | 18101 |
| CISCO SYS INC | COM | 17275R102 |  | 223757 | 3270 | SH |  | DFND | 1 | 0 | 3087 | 183 |
| COCA COLA CO | COM | 191216100 |  | 209749 | 3163 | SH |  | DFND | 1 | 0 | 2956 | 207 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 227706 | 7247 | SH |  | DFND | 1 | 0 | 2238 | 5009 |
| COMMUNITY FINANCIAL SYSTEM I | COM | 203607106 |  | 640771 | 10927 | SH |  | DFND | 1 | 0 | 44 | 10883 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 339714 | 367 | SH |  | DFND | 1 | 0 | 361 | 6 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 50860308 | 1111458 | SH |  | SOLE |  | 0 | 0 | 1111458 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 325691 | 4496 | SH |  | SOLE |  | 0 | 0 | 4496 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 3803707 | 55561 | SH |  | SOLE |  | 0 | 0 | 55561 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 102246155 | 2650924 | SH |  | SOLE |  | 0 | 0 | 2650924 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 29679252 | 945802 | SH |  | SOLE |  | 0 | 0 | 945802 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 226710 | 1832 | SH |  | DFND | 1 | 0 | 684 | 1148 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 691366 | 6132 | SH |  | DFND | 1 | 0 | 2966 | 3166 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1847343 | 2516 | SH |  | DFND | 1 | 0 | 1475 | 1041 |
| FULTON FINL CORP PA | COM | 360271100 |  | 512699 | 27520 | SH |  | DFND | 1 | 0 | 186 | 27334 |
| GE AEROSPACE | COM NEW | 369604301 |  | 221331 | 736 | SH |  | DFND | 1 | 0 | 663 | 73 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 222448 | 279 | SH |  | DFND | 1 | 0 | 247 | 32 |
| HOME DEPOT INC | COM | 437076102 |  | 2236072 | 5519 | SH |  | DFND | 1 | 0 | 947 | 4572 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 298755 | 498 | SH |  | SOLE |  | 0 | 0 | 498 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 328484 | 4514 | SH |  | SOLE |  | 0 | 0 | 4514 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1444557 | 9918 | SH |  | SOLE |  | 0 | 0 | 9918 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4845124 | 7239 | SH |  | SOLE |  | 0 | 0 | 7239 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 86131636 | 859168 | SH |  | SOLE |  | 0 | 0 | 859168 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 31150052 | 258036 | SH |  | SOLE |  | 0 | 0 | 258036 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 406122 | 1111 | SH |  | SOLE |  | 0 | 0 | 1111 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 9699935 | 40089 | SH |  | SOLE |  | 0 | 0 | 40089 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 246474 | 650 | SH |  | SOLE |  | 0 | 0 | 650 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 8045767 | 75349 | SH |  | SOLE |  | 0 | 0 | 75349 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 21308117 | 200095 | SH |  | SOLE |  | 0 | 0 | 200095 |
| ISHARES TR | MBS ETF | 464288588 |  | 24729478 | 259900 | SH |  | SOLE |  | 0 | 0 | 259900 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 15916678 | 234655 | SH |  | SOLE |  | 0 | 0 | 234655 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 29934051 | 262856 | SH |  | SOLE |  | 0 | 0 | 262856 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 21997833 | 113099 | SH |  | SOLE |  | 0 | 0 | 113099 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 22773734 | 182117 | SH |  | SOLE |  | 0 | 0 | 182117 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 24375962 | 295180 | SH |  | SOLE |  | 0 | 0 | 295180 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 18769214 | 284727 | SH |  | SOLE |  | 0 | 0 | 284727 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 495423 | 11410 | SH |  | SOLE |  | 0 | 0 | 11410 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 1196266 | 25610 | SH |  | SOLE |  | 0 | 0 | 25610 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 936498 | 2969 | SH |  | DFND | 1 | 0 | 2451 | 518 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 460955 | 2486 | SH |  | DFND | 1 | 0 | 2009 | 477 |
| ELI LILLY  CO | COM | 532457108 |  | 439234 | 576 | SH |  | DFND | 1 | 0 | 544 | 32 |
| LOWES COS INC | COM | 548661107 |  | 450014 | 1791 | SH |  | DFND | 1 | 0 | 578 | 1213 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 359593 | 632 | SH |  | DFND | 1 | 0 | 619 | 13 |
| MCDONALDS CORP | COM | 580135101 |  | 543356 | 1788 | SH |  | DFND | 1 | 0 | 659 | 1129 |
| MERCK  CO INC | COM | 58933Y105 |  | 217995 | 2597 | SH |  | DFND | 1 | 0 | 1860 | 737 |
| MERIDIAN CORPORATION | COM | 58958P104 |  | 1140506 | 72230 | SH |  | SOLE |  | 0 | 0 | 72230 |
| MICROSOFT CORP | COM | 594918104 |  | 3674957 | 7095 | SH |  | DFND | 1 | 0 | 6035 | 1060 |
| NETFLIX INC | COM | 64110L106 |  | 380034 | 317 | SH |  | DFND | 1 | 0 | 310 | 7 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3667479 | 19656 | SH |  | DFND | 1 | 0 | 15731 | 3925 |
| ORACLE CORP | COM | 68389X105 |  | 628010 | 2233 | SH |  | DFND | 1 | 0 | 1201 | 1032 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 257019 | 1279 | SH |  | DFND | 1 | 0 | 290 | 989 |
| PPG INDS INC | COM | 693506107 |  | 8661355 | 82403 | SH |  | DFND | 1 | 0 | 232 | 82171 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 255754 | 1402 | SH |  | DFND | 1 | 0 | 1372 | 30 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 305802 | 1885 | SH |  | DFND | 1 | 0 | 1307 | 578 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 387199 | 2520 | SH |  | DFND | 1 | 0 | 1982 | 538 |
| PROLOGIS INC. | COM | 74340W103 |  | 240285 | 2098 | SH |  | DFND | 1 | 0 | 682 | 1416 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 213600 | 2559 | SH |  | DFND | 1 | 0 | 362 | 2197 |
| RTX CORPORATION | COM | 75513E101 |  | 335776 | 2007 | SH |  | DFND | 1 | 0 | 1798 | 209 |
| S GLOBAL INC | COM | 78409V104 |  | 863121 | 1773 | SH |  | DFND | 1 | 0 | 181 | 1592 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 403834 | 606 | SH |  | SOLE |  | 0 | 0 | 606 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 907160 | 2552 | SH |  | SOLE |  | 0 | 0 | 2552 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 23080345 | 897719 | SH |  | SOLE |  | 0 | 0 | 897719 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 89944929 | 3414766 | SH |  | SOLE |  | 0 | 0 | 3414766 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 7869817 | 265513 | SH |  | SOLE |  | 0 | 0 | 265513 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 477213 | 17104 | SH |  | SOLE |  | 0 | 0 | 17104 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1346932 | 49338 | SH |  | DFND | 2 | 0 | 1242 | 48096 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 386810 | 16481 | SH |  | SOLE |  | 0 | 0 | 16481 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 334961 | 13329 | SH |  | SOLE |  | 0 | 0 | 13329 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 12160707 | 498390 | SH |  | SOLE |  | 0 | 0 | 498390 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 254485 | 903 | SH |  | SOLE |  | 0 | 0 | 903 |
| TESLA INC | COM | 88160R101 |  | 904116 | 2033 | SH |  | DFND | 1 | 0 | 1761 | 272 |
| TEXAS INSTRS INC | COM | 882508104 |  | 1147404 | 6245 | SH |  | DFND | 1 | 0 | 1000 | 5245 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 205649 | 424 | SH |  | DFND | 1 | 0 | 393 | 31 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 281997 | 817 | SH |  | DFND | 1 | 0 | 557 | 260 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 447549 | 2074 | SH |  | SOLE |  | 0 | 0 | 2074 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 1451717 | 19762 | SH |  | SOLE |  | 0 | 0 | 19762 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1485913 | 19980 | SH |  | SOLE |  | 0 | 0 | 19980 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 347477 | 5799 | SH |  | SOLE |  | 0 | 0 | 5799 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 225520 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| VANGUARD MALVERN FDS | GOVERNMENT SECUR | 922020714 |  | 392651 | 5141 | SH |  | SOLE |  | 0 | 0 | 5141 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 2332140 | 32677 | SH |  | SOLE |  | 0 | 0 | 32677 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 348528 | 467 | SH |  | SOLE |  | 0 | 0 | 467 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 481511 | 8182 | SH |  | SOLE |  | 0 | 0 | 8182 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 228175 | 3801 | SH |  | SOLE |  | 0 | 0 | 3801 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 483923 | 10305 | SH |  | SOLE |  | 0 | 0 | 10305 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 4656821 | 93006 | SH |  | SOLE |  | 0 | 0 | 93006 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2154463 | 3518 | SH |  | SOLE |  | 0 | 0 | 3518 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 517864 | 1763 | SH |  | SOLE |  | 0 | 0 | 1763 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 545959 | 2608 | SH |  | SOLE |  | 0 | 0 | 2608 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 411985 | 859 | SH |  | SOLE |  | 0 | 0 | 859 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 640967 | 3437 | SH |  | SOLE |  | 0 | 0 | 3437 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 902883 | 3551 | SH |  | SOLE |  | 0 | 0 | 3551 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4546855 | 13855 | SH |  | SOLE |  | 0 | 0 | 13855 |
| VISA INC | COM CL A | 92826C839 |  | 478843 | 1403 | SH |  | DFND | 1 | 0 | 1349 | 54 |
| WALMART INC | COM | 931142103 |  | 478921 | 4647 | SH |  | DFND | 1 | 0 | 3801 | 846 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 200146 | 906 | SH |  | DFND | 1 | 0 | 832 | 74 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 213211 | 2544 | SH |  | DFND | 1 | 0 | 2071 | 473 |
| LINDE PLC | SHS | G54950103 |  | 208684 | 439 | SH |  | DFND | 1 | 0 | 319 | 120 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 277048 | 1262 | SH |  | DFND | 1 | 0 | 928 | 334 |

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