Long-term investor
Meridian Wealth Partners, LLC @meridianwealthpartnersll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001781942).
Record
- Tracked since 2025-06-30 (434 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +11.6% · 6 months +12.0% · 1 year +18.8% · all +18.8%
- Max drawdown -1.6% · Sharpe 1.12 · win rate 31% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHX · 12.7% · long · since 2025-06-30
- DFAC · 12.6% · long · since 2025-06-30
- AGG · 11.9% · long · since 2025-06-30
- DFAU · 7.1% · long · since 2025-06-30
- IVW · 4.6% · long · since 2025-06-30
- EFG · 4.3% · long · since 2025-06-30
- VLUE · 4.1% · long · since 2025-06-30
- IXUS · 3.9% · long · since 2025-06-30
- DFAX · 3.8% · long · since 2025-06-30
- MBB · 3.4% · long · since 2025-06-30
- SCHB · 3.3% · long · since 2025-06-30
- QUAL · 3.1% · long · since 2025-06-30