Meridian Wealth Partners, LLC
RIA/Wealth
Meridian Wealth Partners, LLC is a RIA/Wealth based in Uniontown, OH led by Kenneth Charles Ambrogi, reporting $1.3B in AUM as of Q3 2025 with 92% ETF concentration, 68% concentrated in top 10 holdings, and minimal technology exposure.
CIOKenneth Charles Ambrogi
- Portfolio Value
- $726.2M
- Positions
- 112
- Top Holding
- DFAC at 14.08%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Meridian Wealth Partners, LLC's portfolio (67.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $102.2M | 14.08% | -$2.0M Sold | — 2.7M shares | |
ETF ETF | $89.9M | 12.39% | +$12.3M Bought | — 3.4M shares | |
ETF ETF | $86.1M | 11.86% | +$3.5M Bought | — 859.2K shares | |
ETF ETF | $50.9M | 7.00% | -$32.6M Sold | — 1.1M shares | |
ETF ETF | $31.2M | 4.29% | +$11.3M Bought | — 258.0K shares | |
ETF ETF | $29.9M | 4.12% | +$5.9M Bought | — 262.9K shares | |
ETF ETF | $29.7M | 4.09% | -$155.8K Sold | — 945.8K shares | |
ETF ETF | $24.7M | 3.41% | +$1.2M Bought | — 259.9K shares | |
ETF ETF | $24.4M | 3.36% | +$1.2M Bought | — 295.2K shares | |
ETF ETF | $23.1M | 3.18% | +$417.2K Bought | — 897.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Meridian Wealth Partners, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+70.23% | |
+56.62% | |
+47.32% | |
+40.51% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Meridian Wealth Partners, LLC
GthenA