Style buckets · Factor tilts · Sector exposure

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Meridian Wealth Partners

Menlo Park, CA · $3.86B AUM · Q3 2026

61 positions

Style breakdown

Broad Market ETFs35.3%

Growth Tech28.1%

Fixed Income14.6%

Defined Outcome6.8%

Dividend / Income8.2%

International / EM4.2%

Alternatives2.8%

Q3 movement

Added

+$158M BUFF (new) · +$95M QQQ (+22%) · +$42M XOUT (new)

Trimmed

-$85M SPY (-12%) · -$32M AGG (-18%) · exited MOAT ($18M)

Distribution signal

First defined-outcome position ever · rotating out of aggregate bonds · strong buyer for buffered ETFs and structured income products.

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