Meridian Wealth Management, LLC Top Holdings and 13F Report (2026) About Meridian Wealth Management, LLCInvestment ActivityMeridian Wealth Management, LLC has $2.85 billion in total holdings as of March 31, 2026.Meridian Wealth Management, LLC owns shares of 772 different stocks, but just 156 companies or ETFs make up 80% of its holdings.Approximately 7.15% of the portfolio was purchased this quarter.About 3.79% of the portfolio was sold this quarter.This quarter, Meridian Wealth Management, LLC has purchased 752 new stocks and bought additional shares in 347 stocks.Meridian Wealth Management, LLC sold shares of 296 stocks and completely divested from 55 stocks this quarter.Largest Holdings NVIDIA $137,534,677ExxonMobil $116,140,515Apple $107,237,798Invesco QQQ $96,422,603Amazon.com $76,366,730 Largest New Holdings this Quarter 78462F953 - STATE STR SPDR S&P 500 ETF T $14,212,485 Holding00775Y645 - Strategas Macro Thematic Opportunities ETF $2,417,697 Holding136385101 - Canadian Natural Resources $2,295,259 Holding46434V290 - iShares U.S. Small Cap Equity Factor ETF $1,804,294 Holding00790R104 - Advanced Drainage Systems $1,797,637 Holding Largest Purchases this Quarter STATE STR SPDR S&P 500 ETF T 31,500 shares (about $14.21M)SPDR S&P 500 ETF Trust 22,516 shares (about $14.00M)Micron Technology 41,211 shares (about $13.92M)First Trust Rising Dividend Achievers ETF 125,259 shares (about $8.55M)iShares Russell Mid-Cap ETF 79,026 shares (about $7.68M) Largest Sales this Quarter Robinhood Markets 197,550 shares (about $13.69M)Amazon.com 17,138 shares (about $3.57M)Vanguard Mid-Cap Growth ETF 12,883 shares (about $3.33M)Alphabet 10,917 shares (about $3.14M)NVIDIA 14,531 shares (about $2.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeridian Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$137,534,677$2,537,647 ▼-1.8%787,5474.8%Computer and TechnologyXOMExxonMobil$116,140,515$1,362,030 ▲1.2%684,5494.1%EnergyAAPLApple$107,237,798$1,588,727 ▼-1.5%422,5453.8%Computer and TechnologyQQQInvesco QQQ$96,422,603$2,655,030 ▲2.8%167,0583.4%FinanceAMZNAmazon.com$76,366,730$3,569,329 ▼-4.5%366,6722.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$73,181,045$13,999,171 ▲23.7%117,7032.6%FinanceMSFTMicrosoft$62,662,342$617,443 ▼-1.0%169,2802.2%Computer and TechnologyGOOGLAlphabet$57,661,217$3,139,291 ▼-5.2%200,5192.0%Computer and TechnologyJPMJPMorgan Chase & Co.$56,798,777$1,132,516 ▼-2.0%193,0882.0%FinanceAVGOBroadcom$41,114,624$64,378 ▲0.2%132,8381.4%Computer and TechnologyMETAMeta Platforms$37,557,512$1,643,731 ▲4.6%65,6451.3%Computer and TechnologyGLDSPDR Gold Shares$36,741,822$5,455,616 ▲17.4%85,3891.3%FinanceBRK.BBerkshire Hathaway$36,525,431$2,145,370 ▲6.2%76,2221.3%FinanceIVViShares Core S&P 500 ETF$29,986,767$147,151 ▲0.5%45,8511.1%ETFVUGVanguard Growth ETF$28,614,133$508,830 ▼-1.7%65,2891.0%ETFGOOGAlphabet$27,694,624$1,168,094 ▼-4.0%96,5441.0%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$27,688,667$35,090 ▲0.1%246,9781.0%ETFTSMTaiwan Semiconductor Manufacturing$27,583,370$5,287,545 ▲23.7%81,6201.0%Computer and TechnologyTSLATesla$26,466,579$304,833 ▼-1.1%71,1950.9%Auto/Tires/TrucksVTVVanguard Value ETF$25,994,795$601,948 ▲2.4%132,5330.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$25,525,822$648,754 ▲2.6%876,2730.9%ETFCATCaterpillar$23,220,528$2,481,032 ▼-9.7%32,7760.8%IndustrialsALPS ETF TR$22,027,475$593,704 ▲2.8%855,2700.8%SMITH CORE PLUSWALMART INC$21,618,357$1,108,720 ▲5.4%173,9850.8%COMBNDVanguard Total Bond Market ETF$20,449,831$415,256 ▲2.1%277,7000.7%ETFVOOVanguard S&P 500 ETF$19,578,199$1,776,523 ▲10.0%32,7640.7%ETFPALANTIR TECHNOLOGIES INC$19,098,182$540,944 ▼-2.8%130,5590.7%CL AAERAercap$18,968,702$1,243,537 ▲7.0%138,2760.7%TransportationCOSTCostco Wholesale$17,998,325$345,758 ▼-1.9%18,0630.6%Retail/WholesaleVTIVanguard Total Stock Market ETF$17,659,772$155,273 ▲0.9%55,0470.6%ETFABBVAbbVie$16,617,150$262,294 ▲1.6%76,4040.6%MedicalVBRVanguard Small-Cap Value ETF$16,500,771$472,735 ▲2.9%75,9530.6%ETFAMDAdvanced Micro Devices$16,234,253$3,458,295 ▲27.1%79,8030.6%Computer and TechnologyMUMicron Technology$16,219,008$13,922,712 ▲606.3%48,0080.6%Computer and TechnologyCVXChevron$16,074,330$1,448 ▼0.0%77,6910.6%EnergyISRGIntuitive Surgical$15,613,825$65,922 ▼-0.4%33,8700.5%MedicalSHOPIFY INC$14,688,715$1,571,834 ▼-9.7%123,8300.5%CL A SUB VTG SHSSCHFSchwab International Equity ETF$14,551,087$271,631 ▲1.9%587,9230.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$14,446,231$109,426 ▲0.8%255,3240.5%ETFIJHiShares Core S&P Mid-Cap ETF$14,368,979$72,054 ▲0.5%212,7800.5%ETFSTATE STR SPDR S&P 500 ETF T$14,212,485$14,212,485 ▲New Holding31,5000.5%PUTSLViShares Silver Trust$13,985,599$1,614,237 ▲13.0%205,2480.5%ETFKLACKLA$13,923,813$179,643 ▼-1.3%9,4560.5%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$13,789,279$531,340 ▼-3.7%180,1580.5%ETFJNJJohnson & Johnson$13,765,611$842,304 ▲6.5%56,3500.5%MedicalDGROiShares Core Dividend Growth ETF$13,550,200$300,721 ▲2.3%193,0780.5%ETFIEFAiShares Core MSCI EAFE ETF$13,419,910$1,118,137 ▲9.1%148,2370.5%ETFBUFRFT Vest Laddered Buffer ETF$13,262,762$290,287 ▲2.2%392,7380.5%ETFIBMInternational Business Machines$13,050,336$279,035 ▲2.2%53,7850.5%Computer and TechnologyLLYEli Lilly and Company$12,725,746$16,556 ▲0.1%13,8360.4%MedicalGDXVanEck Gold Miners ETF$12,118,715$61,302 ▼-0.5%132,0550.4%ETFAUSFGlobal X Adaptive U.S. Factor ETF$12,111,396$1,908,038 ▼-13.6%250,4940.4%ETFSCHBSchwab US Broad Market ETF$11,817,954$90,209 ▲0.8%470,8350.4%ETFHDHome Depot$11,504,913$570,625 ▼-4.7%34,9810.4%Retail/WholesaleXSMOInvesco S&P SmallCap Momentum ETF$11,200,407$1,275,083 ▼-10.2%147,3350.4%ETFRTXRTX$10,544,853$197,111 ▼-1.8%54,6740.4%AerospaceIWRiShares Russell Mid-Cap ETF$10,270,794$7,683,698 ▲297.0%105,6340.4%ETFSHViShares Short Treasury Bond ETF$9,988,860$457,015 ▲4.8%90,4870.4%ETFSYBTStock Yards Bancorp$9,943,7650.0%150,0040.3%FinanceXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$9,628,920$441,260 ▲4.8%195,8690.3%ETFSOXXiShares Semiconductor ETF$9,443,294$447,959 ▼-4.5%28,7330.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$9,375,404$2,120,273 ▲29.2%102,3070.3%ETFVVisa$9,048,201$249,349 ▼-2.7%29,9370.3%Business ServicesRDVYFirst Trust Rising Dividend Achievers ETF$8,969,630$8,552,711 ▲2,051.4%131,3650.3%ManufacturingIDMOInvesco S&P International Developed Momentum ETF$8,909,203$1,419,754 ▲19.0%162,4580.3%ETFPEPPepsiCo$8,692,214$32,300 ▼-0.4%55,9740.3%Consumer StaplesTFLOiShares Treasury Floating Rate Bond ETF$8,641,045$501,238 ▲6.2%170,6700.3%ETFMRKMerck & Co., Inc.$8,619,208$131,476 ▼-1.5%71,6540.3%MedicalMAMastercard$8,398,350$215,855 ▼-2.5%16,8080.3%Business ServicesPGProcter & Gamble$8,293,131$14,588 ▲0.2%57,4160.3%Consumer StaplesASMLASML$8,224,718$1,688,002 ▲25.8%6,2270.3%Computer and TechnologyORCLOracle$8,134,767$762,768 ▼-8.6%55,2970.3%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$8,094,795$1,162,386 ▼-12.6%82,6760.3%ETFXLVHealth Care Select Sector SPDR Fund$8,002,621$3,807,851 ▲90.8%54,5410.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,969,792$109,561 ▲1.4%96,3120.3%ETFNFLXNetflix$7,638,267$719,107 ▼-8.6%79,4410.3%Consumer DiscretionaryIGMiShares Expanded Tech Sector ETF$7,600,639$10,073 ▼-0.1%64,1350.3%ETFUNPUnion Pacific$7,532,289$356,890 ▲5.0%31,0460.3%TransportationSCHMSchwab U.S. Mid-Cap ETF$7,459,808$3,684 ▼0.0%240,9500.3%ETFDEDeere & Company$7,328,665$190,399 ▼-2.5%13,0100.3%IndustrialsSCHJSchwab 1-5 Year Corporate Bond ETF$7,260,121$25,269 ▼-0.3%293,6350.3%ETFIJRiShares Core S&P Small-Cap ETF$7,253,163$280,297 ▲4.0%58,3520.3%ETFKMIKinder Morgan$6,977,838$305,626 ▲4.6%208,1070.2%EnergyJMBSJanus Henderson Mortgage-Backed Securities ETF$6,948,774$795,710 ▲12.9%153,8020.2%ETFGEGE Aerospace$6,919,415$236,379 ▼-3.3%24,3840.2%AerospaceSCHASchwab US Small-Cap ETF$6,785,148$33,413 ▲0.5%233,3270.2%ETFVIGVanguard Dividend Appreciation ETF$6,760,047$121,995 ▼-1.8%31,4190.2%ETFVEAVanguard FTSE Developed Markets ETF$6,726,856$313,483 ▲4.9%105,1250.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$6,609,700$167,815 ▼-2.5%142,9740.2%ETFCDXSimplify High Yield ETF$6,581,512$230,344 ▼-3.4%308,4120.2%ETFIWMiShares Russell 2000 ETF$6,362,872$2,128,563 ▲50.3%25,6570.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$6,330,264$989,210 ▼-13.5%79,8570.2%ETFGE VERNOVA INC$6,192,156$168,464 ▲2.8%7,0940.2%COMPANWPalo Alto Networks$6,187,886$498,917 ▲8.8%38,5970.2%Computer and TechnologyVRPInvesco Variable Rate Preferred ETF$6,149,276$405,141 ▲7.1%256,4340.2%ETFARISTA NETWORKS INC$6,030,656$211,916 ▲3.6%49,1180.2%COM SHSKYNKayne Anderson Energy Infrastructure Fund$5,844,512$238,419 ▲4.3%409,2800.2%Financial ServicesEFAiShares MSCI EAFE ETF$5,822,652$531,398 ▲10.0%59,9470.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$5,818,394$27,327 ▼-0.5%12,5620.2%FinanceGILDGilead Sciences$5,813,809$20,627 ▼-0.4%41,7150.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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