Brian Kohute

Meridian Wealth Partners, Llc

Assets Managed

$728.565M

Holdings

118

Last Quarter

2026 - Q1

Filed Date

1mo 14d ago

Growth Rate

0.42%(2Q avg: 0.14%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Meridian Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Meridian Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 728.565M in assets, with a quarterly growth rate of 0.42% and a 2-quarter average growth rate of 0.14%. The portfolio is managed by Brian Kohute, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AGG Ishares Core U.s. Aggregate Recent Activity Increased 4.21%	12.86%	$93.629M 943,173 shares@ $99.28 avg price	Increased 4.21%
DFAC Dimensional Us Core Equity 2 Recent Activity Decreased -4.27%	12.7%	$92.511M 2.381M shares@ $38.86 avg price	Decreased -4.27%
SCHX Schwab Us Large-cap Etf Recent Activity Increased 2.79%	12.32%	$89.751M 3.5M shares@ $25.64 avg price	Increased 2.79%
DFAU Dimensional Us Core Equity M Recent Activity Increased 3.45%	6.91%	$50.319M 1.115M shares@ $45.13 avg price	Increased 3.45%
EFG Ishares Msci Eafe Growth Etf Recent Activity Increased 3.9%	4.27%	$31.04M 278,706 shares@ $111.38 avg price	Increased 3.9%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 5.04%	4.24%	$30.827M 272,542 shares@ $113.12 avg price	Increased 5.04%
DFAX Dimensional World Ex Us Core Recent Activity Decreased -3.66%	3.98%	$28.958M 852,469 shares@ $33.98 avg price	Decreased -3.66%
IXUS Ishares Core Intl Stock Etf Recent Activity Increased 3.3%	3.96%	$28.835M 332,809 shares@ $86.64 avg price	Increased 3.3%
MBB Ishares Mbs Etf Recent Activity Increased 4.51%	3.66%	$26.618M 280,334 shares@ $94.96 avg price	Increased 4.51%
VLUE Ishares Msci Usa Value Facto Recent Activity Increased 1.38%	3.64%	$26.481M 186,234 shares@ $142.2 avg price	Increased 1.38%

1-10 of 118