Meridian Wealth Partners

Annual Portfolio Review

Client 100000001 · as of 2026-07-03
Confidential — Prepared for Client
01 · Executive Summary

Where Things Stand

Your portfolio's total market value stands at $250,000, with a concentrated position in equities, making up 90% of the asset mix. The top holdings, including INITECH LTD COM, GLOBEX CORP COM, and ACME INDUSTRIES INC COM, account for 90% of the portfolio. We will review the performance and discuss potential adjustments to ensure alignment with your investment objectives.

02 · Portfolio Snapshot

Assets & Allocation

Total Value
$250,000
Positions
4
Cash
10.0%
Top-5 Concentration
90.0%
Asset ClassValueWeight
Equities$225,00090.0%
Cash & Equivalents$25,00010.0%
03 · Holdings

Top Positions

SymbolDescriptionValueWeight
INITINITECH LTD COM$90,00036.0%
GLOBXGLOBEX CORP COM$75,00030.0%
ACMEACME INDUSTRIES INC COM$60,00024.0%
04 · Performance

Trailing Periods vs Benchmarks

Period EndMarket ValueGrossNetRussell 1000 TRS&P 500 TR
12/31/2024$480,000-1.50%-1.60%-2.79%-2.38%
01/31/2025$495,000+3.13%+3.02%+3.18%+2.78%
02/28/2025$500,000+1.01%+0.92%+1.10%+0.95%
05 · Observations

What We're Watching

06 · Action Items

Recommended Next Steps

07 · Meeting Agenda

Talking Points

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