Meridian Wealth Management, LLC
Sector Allocation
- Other39.3%$1.3B
- Technology27.6%$889.8M
- Financials10.5%$339.5M
- Consumer Discretionary5.0%$161.1M
- Industrials4.8%$153.6M
- Healthcare4.5%$143.8M
- Energy3.8%$121.7M
- Consumer Staples2.1%$67.7M
- Utilities1.0%$32.4M
- Materials0.7%$21.1M
AUM History
13fpro.ai/research/fund/meridian-wealth-management-llc-1697300
Conviction and streaks
Diversifying · top 10 = 27.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$145.8MQQQ
$125.2MAAPL
$122.8MXOM.R34088
$88.3MAMZN
$84.0MSPY
$76.4MGOOGL
$69.4MJPM
$64.0MMSFT
$62.1MMU
$53.7MAVGO
$51.6MAMD
$45.0MTSM
$41.6MBRK.B
$37.3MCAT
$35.3M- VANGUARD$35.2M
IVZ
$34.5MGOOG
$34.2M- ISHARES$33.7M
META
$32.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meridian-wealth-management-llc-1697300
Meridian Wealth Management, LLC 13F holdings — Q2 2026
$3.2B portfolio (+14.0% QoQ) · 830 holdings · Q2 2026 13F · top 10 are 28% of the stock portfolio
Includes $19.8M of put/call options ($16.5M puts, $3.3M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $3.2B. Weights use the stock portfolio.
$145.8M
4.5% of stocks
-7%This quarter-1.5%Since filed9 qtrsHeld$125.2M
3.9% of stocks
+2%This quarter-0.7%Since filed8 qtrsHeld$122.8M
3.8% of stocks
+0.4%This quarter+10.6%Since filed8 qtrsHeld$88.3M
2.7% of stocks
-6%This quarter—Since filed9 qtrsHeld$84.0M
2.6% of stocks
-4%This quarter-8.6%Since filed8 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$76.4M
2.4% of stocks
+2%This quarter-0.6%Since filed9 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$69.4M
2.1% of stocks
-3%This quarter-12.8%Since filed9 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$64.0M
2.0% of stocks
+1%This quarter-7.0%Since filed9 qtrsHeld$62.1M
1.9% of stocks
-2%This quarter+9.3%Since filed8 qtrsHeld$53.7M
1.7% of stocks
-3%This quarter+1.2%Since filed8 qtrsHeld
All holdings — Meridian Wealth Management, LLC (Q2 2026)
830 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $51.6M | 1.6% | 137K | +3% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $45.0M | 1.4% | 78K | -3% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $41.6M | 1.3% | 87K | +7% | 8 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $37.3M | 1.2% | 75K | -2% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CATERPILLAR INC | Industrials | $35.3M | 1.1% | 33K | +1% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $35.2M | 1.1% | 399K | +512% | — | — | 13F |
| 17 | Invesco Ltd. | Financials | $34.5M | 1.1% | 214K | -13% | 9 qtrsAdded 5 qtrs in a row | — | 13F | |
| 18 | Alphabet Inc. | Technology | $34.2M | 1.1% | 97K | +0.3% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $33.7M | 1.0% | 45K | -0.9% | — | — | 13F |
| 20 | Meta Platforms, Inc. | Technology | $32.4M | 1.0% | 57K | -12% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $30.6M | 0.9% | 141K | +6% | — | — | 13F |
| 22 | Tesla, Inc. | Consumer Discretionary | $30.1M | 0.9% | 72K | +0.7% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $30.1M | 0.9% | 889K | +1% | — | — | 13F |
| 24 | AerCap Holdings N.V. | Industrials | $26.8M | 0.8% | 184K | +33% | 9 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Alps Group Incetf/fund | Healthcare | $23.8M | 0.7% | 924K | +8% | 9 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GLD | SPDR GOLD TRUST | Financials | $22.3M | 0.7% | 60K | -29% | |||
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $22.2M | 0.7% | 32K | -1% | |||
| 28 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $21.4M | 0.7% | 292K | +5% | |||
| 29 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $20.8M | 0.6% | 56K | +2% | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $19.5M | 0.6% | 77K | +1% | |||
| 31 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $18.9M | 0.6% | 78K | +3% | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $18.0M | 0.6% | 15K | +9% | |||
| 33 | $WMT | Walmart Inc. | Consumer Staples | $17.9M | 0.6% | 158K | -9% | |||
| 34 | — | ISHARES TR - ISHARES SEMICDTR | — | $17.1M | 0.5% | 27K | -7% | |||
| 35 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $17.0M | 0.5% | 18K | +0.6% | |||
| 36 | — | ISHARES TR - CORE MSCI EAFE | — | $16.7M | 0.5% | 173K | +17% | |||
| 37 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $16.4M | 0.5% | 593K | +0.8% | |||
| 38 | — | ISHARES TR - CORE S&P MCP ETF | — | $15.9M | 0.5% | 207K | -3% | |||
| 39 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $15.5M | 0.5% | 256K | +0.1% | |||
| 40 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $15.4M | 0.5% | 175K | -3% | |||
| 41 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $15.3M | 0.5% | 55K | +1% | |||
| 42 | — | ISHARES TR - CORE DIV GRWTH | — | $14.8M | 0.5% | 196K | +1% | |||
| 43 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $14.7M | 0.5% | 403K | +3% | |||
| 44 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $13.7M | 0.4% | 471K | +0.1% | |||
| 45 | $JNJ | JOHNSON & JOHNSON | Healthcare | $13.6M | 0.4% | 54K | -5% | |||
| 46 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $13.5M | 0.4% | 38K | +9% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $13.4M | 0.4% | 143K | -3% | |||
| 48 | $IVZ | Invesco Ltd. | Financials | $13.3M | 0.4% | 220K | +36% | |||
| 49 | $PANW | Palo Alto Networks Inc | Technology | $12.7M | 0.4% | 37K | -3% | |||
| 50 | $CVX | CHEVRON CORP | Energy | $12.5M | 0.4% | 75K | -3% | |||
| 51 | $ASML | ASML HOLDING NV | Technology | $12.4M | 0.4% | 6,244 | +0.3% | |||
| 52 | $SYBT | Stock Yards Bancorp, Inc. | Financials | $12.2M | 0.4% | 160K | +7% | |||
| 53 | — | GLOBAL X FDS - ADAPTIVE US | — | $12.1M | 0.4% | 247K | -1% | |||
| 54 | $MRVL | Marvell Technology, Inc. | Technology | $11.9M | 0.4% | 40K | +19% | |||
| 55 | — | ISHARES TR - RUS MID CAP ETF | — | $11.8M | 0.4% | 107K | +1% | |||
| 56 | $PLTR | Palantir Technologies Inc. | Technology | $11.2M | 0.3% | 96K | -26% | |||
| 57 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $11.1M | 0.3% | 137K | +4% | |||
| 58 | $SLV | iShares Silver Trust | Financials | $10.7M | 0.3% | 201K | -2% | |||
| 59 | $RTX | RTX Corp | Industrials | $10.3M | 0.3% | 54K | -0.9% | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $10.2M | 0.3% | 80K | +11% | |||
| 61 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $10.1M | 0.3% | 13K | -3% | |||
| 62 | $V | VISA INC. | Financials | $9.8M | 0.3% | 29K | -4% | |||
| 63 | $GE | GENERAL ELECTRIC CO | Industrials | $9.8M | 0.3% | 26K | +7% | |||
| 64 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $9.8M | 0.3% | 129K | -2% | |||
| 65 | — | BONDBLOXX ETF TRUST - BLOOMBERG FVE YR | — | $9.7M | 0.3% | 199K | +2% | |||
| 66 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $9.6M | 0.3% | 24K | -29% | |||
| 67 | — | ISHARES TR - EXPND TEC SC ETF | — | $9.5M | 0.3% | 58K | -9% | |||
| 68 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $9.5M | 0.3% | 80K | -3% | |||
| 69 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $9.5M | 0.3% | 60K | +10% | |||
| 70 | $KLAC | KLA CORP | Technology | $9.4M | 0.3% | 31K | +228% | |||
| 71 | $BE | Bloom Energy Corp | Technology | $9.3M | 0.3% | 31K | +6% | |||
| 72 | $IVZ | Invesco Ltd. | Financials | $9.0M | 0.3% | 53K | New | |||
| 73 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $9.0M | 0.3% | 244K | +1% | |||
| 74 | $SPY PUT | SPDR S&P 500 ETF TRUST | — | $8.9M | — | 20K | -37% | |||
| 75 | $GEV | GE Vernova Inc. | Industrials | $8.7M | 0.3% | 7,437 | +5% | |||
| 76 | $LRCX | LAM RESEARCH CORP | Technology | $8.7M | 0.3% | 20K | +23% | |||
| 77 | $INTC | INTEL CORP | Technology | $8.6M | 0.3% | 62K | +326% | |||
| 78 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $8.5M | 0.3% | 235K | +0.5% | |||
| 79 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $8.4M | 0.3% | 92K | -10% | |||
| 80 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $8.4M | 0.3% | 12K | +8% | |||
| 81 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $8.4M | 0.3% | 57K | -0.8% | |||
| 82 | $UNP | UNION PACIFIC CORP | Industrials | $8.1M | 0.3% | 30K | -4% | |||
| 83 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $8.1M | 0.3% | 12K | -2% | |||
| 84 | — | ISHARES TR - CORE S&P SCP ETF | — | $8.1M | 0.3% | 55K | -6% | |||
| 85 | $ANET | Arista Networks, Inc. | Technology | $8.0M | 0.3% | 47K | -4% | |||
| 86 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $8.0M | 0.3% | 96K | -0.1% | |||
| 87 | $DE | DEERE & CO | Industrials | $7.9M | 0.3% | 13K | -4% | |||
| 88 | — | JANUS DETROIT STR TR - HENDERSON MTG | — | $7.7M | 0.2% | 172K | +12% | |||
| 89 | — | ISHARES TR - RUSSELL 2000 ETF | — | $7.7M | 0.2% | 26K | — | |||
| 90 | — | BNY MELLON ETF TRUST - GLOBAL INFRASCTR | — | $7.6M | 0.2% | 168K | New | |||
| 91 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | — | $7.6M | 0.2% | 45K | -2% | |||
| 92 | $PEP | PEPSICO INC | Consumer Staples | $7.5M | 0.2% | 56K | -0.8% | |||
| 93 | — | SCHWAB STRATEGIC TR - 1 5YR CORP BD | — | $7.4M | 0.2% | 301K | +3% | |||
| 94 | — | ISHARES TR - S&P 100 ETF | — | $7.3M | 0.2% | 20K | +54% | |||
| 95 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $7.2M | 0.2% | 25K | +39% | |||
| 96 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $7.2M | 0.2% | 102K | -3% | |||
| 97 | $NBIS | Nebius Group N.V. | Technology | $7.1M | 0.2% | 26K | New | |||
| 98 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $7.1M | 0.2% | 30K | -5% | |||
| 99 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $6.9M | 0.2% | 36K | +31% | |||
| 100 | — | ISHARES TR - MSCI INTL QUALTY | — | $6.8M | 0.2% | 138K | -4% | |||
| 101 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $6.7M | 0.2% | 13K | +2% | |||
| 102 | $ORCL | ORACLE CORP | Technology | $6.7M | 0.2% | 46K | -18% | |||
| 103 | — | SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF | — | $6.6M | 0.2% | 315K | +2% | |||
| 104 | $RDDT | Reddit, Inc. | Technology | $6.6M | 0.2% | 38K | -2% | |||
| 105 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | — | $6.6M | 0.2% | 337K | -0.6% | |||
| 106 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $6.3M | 0.2% | 22K | -1% | |||
| 107 | $IVZ | Invesco Ltd. | Financials | $6.2M | 0.2% | 56K | +3% | |||
| 108 | $IVZ | Invesco Ltd. | Financials | $6.2M | 0.2% | 20K | -2% | |||
| 109 | $IVZ | Invesco Ltd. | Financials | $6.2M | 0.2% | 254K | -0.9% | |||
| 110 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $6.2M | 0.2% | 177K | +2% | |||
| 111 | $NFLX | NETFLIX INC | Communication Services | $6.2M | 0.2% | 86K | +9% | |||
| 112 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $6.1M | 0.2% | 78K | -3% | |||
| 113 | $KMI | KINDER MORGAN, INC. | Energy | $6.0M | 0.2% | 187K | -10% | |||
| 114 | — | ISHARES TR - MSCI EAFE ETF | — | $6.0M | 0.2% | 58K | -4% | |||
| 115 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $5.6M | 0.2% | 36K | +2% | |||
| 116 | $MAIN | Main Street Capital CORP | Other | $5.6M | 0.2% | 109K | +8% | |||
| 117 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $5.6M | 0.2% | 14K | -6% | |||
| 118 | — | ISHARES TR - ISHS 1-5YR INVS | — | $5.4M | 0.2% | 104K | -0.9% | |||
| 119 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $5.4M | 0.2% | 22K | +0.0% | |||
| 120 | $SO | SOUTHERN CO | Utilities | $5.4M | 0.2% | 56K | +4% | |||
| 121 | — | ISHARES TR - U.S. TECH ETF | — | $5.3M | 0.2% | 21K | +9% | |||
| 122 | $MA | Mastercard Inc | Financials | $5.3M | 0.2% | 10K | -39% | |||
| 123 | $DHI | HORTON D R INC /DE/ | Industrials | $5.3M | 0.2% | 32K | -4% | |||
| 124 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $5.3M | 0.2% | 130K | +4% | |||
| 125 | $AMGN | AMGEN INC | Healthcare | $5.2M | 0.2% | 14K | -1% | |||
| 126 | — | SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY | — | $5.2M | 0.2% | 155K | +0.1% | |||
| 127 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $5.2M | 0.2% | 45K | -2% | |||
| 128 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $5.2M | 0.2% | 41K | -2% | |||
| 129 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $5.2M | 0.2% | 373K | -9% | |||
| 130 | — | ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO | — | $5.2M | 0.2% | 108K | +75% | |||
| 131 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $5.1M | 0.2% | 118K | -1% | |||
| 132 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $5.1M | 0.2% | 33K | +1% | |||
| 133 | — | GLOBAL X FDS - US INFR DEV ETF | — | $5.0M | 0.2% | 85K | +14% | |||
| 134 | $MS | MORGAN STANLEY | Financials | $5.0M | 0.2% | 24K | +2% | |||
| 135 | $EMR | EMERSON ELECTRIC CO | Industrials | $4.9M | 0.1% | 34K | -5% | |||
| 136 | — | ROUNDHILL ETF TRUST - MEMORY ETF | — | $4.8M | 0.1% | 66K | New | |||
| 137 | $ARCC | ARES CAPITAL CORP | Other | $4.7M | 0.1% | 254K | +12% | |||
| 138 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $4.7M | 0.1% | 27K | New | |||
| 139 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | — | $4.6M | 0.1% | 61K | — | |||
| 140 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $4.6M | 0.1% | 156K | +4% | |||
| 141 | $FE | FIRSTENERGY CORP | Utilities | $4.5M | 0.1% | 95K | -8% | |||
| 142 | — | ISHARES TR - MSCI EMG MKT ETF | — | $4.5M | 0.1% | 66K | -4% | |||
| 143 | — | SPDR SERIES TRUST - ST STR SP METAL | — | $4.5M | 0.1% | 42K | +3% | |||
| 144 | $ING | ING GROEP NV | Financials | $4.4M | 0.1% | 141K | -2% | |||
| 145 | $SHOP | SHOPIFY INC. | Technology | $4.4M | 0.1% | 39K | -69% | |||
| 146 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $4.4M | 0.1% | 61K | +123% | |||
| 147 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $4.4M | 0.1% | 99K | -1% | |||
| 148 | — | ISHARES TR - TRS FLT RT BD | — | $4.4M | 0.1% | 86K | -49% | |||
| 149 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $4.4M | 0.1% | 86K | -0.7% | |||
| 150 | — | ISHARES TR - 7-10 YR TRSY BD | — | $4.3M | 0.1% | 46K | -4% |
What changed in Q2 2026
Against the previous quarter's 13F: 97 new, 352 added to, 321 trimmed, 46 sold out. Share-count changes; largest moves by dollar size first.
New positions (97)
- BNY MELLON ETF TRUST - GLOBAL INFRASCTR$7.6M
first bought this quarter
$NBISNebius Group N.V.$7.1M
first bought this quarter
- ROUNDHILL ETF TRUST - MEMORY ETF$4.8M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$4.7Mfirst bought this quarter
$BHPBHP Group Ltd$2.6M
first bought this quarter
$FIGFigma, Inc.$2.3M
first bought this quarter
+91 more in the Excel export
Added to (352)
- VANGUARD INDEX FDS - GROWTH ETF+512%
now $35.2M
$AERAerCap Holdings N.V.+33%
now $26.8M · held 9 qtrs, 2 adds in a row
$INTCINTEL CORP+326%
now $8.6M · held 8 qtrs, 5 adds in a row
$KLACKLA CORP+228%
now $9.4M · held 8 qtrs
$DELLDell Technologies Inc.+431%
now $4.3M · held 3 qtrs, 3 adds in a row
- VANGUARD INDEX FDS - REAL ESTATE ETF+232%
now $4.1M
+346 more in the Excel export
Trimmed (321)
now $145.8M · held 9 qtrs, 2 trims in a row
$SHOPSHOPIFY INC.-69%
now $4.4M · held 9 qtrs, 2 trims in a row
$GLDSPDR GOLD TRUST-29%
now $22.3M · held 9 qtrs
- ISHARES TR - TRUST ISHARE 0-1-63%
now $3.7M
now $34.5M · held 9 qtrs
now $88.3M · held 9 qtrs
+315 more in the Excel export
Holdings by quarter
Every 13F Meridian Wealth Management, LLC has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Meridian Wealth Management?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Meridian Wealth Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-1.9%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 18% over the last 4
Top 10 weight
28%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Meridian Wealth Management, LLC disclosed 830 positions worth $3.2B in its Form 13F-HR for Q2 2026 — $3.2B in common stock plus $19.8M of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 4.5% of the equity portfolio, followed by $QQQ and $AAPL. During the quarter the fund opened 97 new positions and exited 46 and a full exit from $FNF. The portfolio is most concentrated in Other (39.3% of disclosed assets). All figures are sourced directly from Meridian Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1697300.
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