Meridian Wealth Management, LLC Top Holdings and 13F Report (2026)

About Meridian Wealth Management, LLC

Investment Activity

Meridian Wealth Management, LLC has $3.35 billion in total holdings as of September 30, 2026.
Meridian Wealth Management, LLC owns shares of 776 different stocks, but just 159 companies or ETFs make up 80% of its holdings.
Approximately 9.24% of the portfolio was purchased this quarter.
About 6.13% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Management, LLC has purchased 825 new stocks and bought additional shares in 360 stocks.
Meridian Wealth Management, LLC sold shares of 319 stocks and completely divested from 83 stocks this quarter.

Largest Holdings

NVIDIA: $172,436,972
Apple: $137,768,884
Invesco QQQ: $123,864,631
EXXONMOBIL HOLDINGS CORP: $99,390,218
Amazon.com: $86,807,049

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $99,390,218 Holding
87422Q109 - TALEN ENERGY CORP: $4,024,008 Holding
97717W315 - WisdomTree Emerging Markets High Dividend Fund: $3,835,765 Holding
92647X830 - VictoryShares Free Cash Flow ETF: $3,326,077 Holding
02072Q242 - EA SERIES TRUST: $2,585,623 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 610,693 shares (about $99.39M)
GE VERNOVA INC: 14,660 shares (about $13.93M)
SANDISK CORP: 7,214 shares (about $12.55M)
CrowdStrike: 39,086 shares (about $10.35M)
Alphabet: 22,055 shares (about $7.59M)

Largest Sales this Quarter

JPMorgan Chase & Co.: 20,799 shares (about $6.88M)
Berkshire Hathaway: 11,403 shares (about $5.68M)
SPDR Gold Shares: 11,628 shares (about $4.43M)
Intel: 31,288 shares (about $3.70M)
Apple: 10,699 shares (about $3.56M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$172,436,972	$5,228,112 ▲	3.1%	752,796	5.1%	Technology
AAPL Apple	$137,768,884	$3,562,977 ▼	-2.5%	413,696	4.1%	Technology
QQQ Invesco QQQ	$123,864,631	$1,908,603 ▼	-1.5%	167,437	3.7%	ETF
EXXONMOBIL HOLDINGS CORP	$99,390,218	$99,390,218 ▲	New Holding	610,693	3.0%	COM SHS
AMZN Amazon.com	$86,807,049	$1,011,299 ▼	-1.2%	348,413	2.6%	Consumer Discretionary
MSFT Microsoft	$85,650,918	$266,709 ▲	0.3%	166,993	2.6%	Technology
SPY SPDR S&P 500 ETF Trust	$77,393,322	$1,504,605 ▼	-1.9%	102,258	2.3%	ETF
GOOGL Alphabet	$74,411,214	$7,588,698 ▲	11.4%	216,261	2.2%	Communication Services
JPM JPMorgan Chase & Co.	$57,834,866	$6,880,952 ▼	-10.6%	174,817	1.7%	Finance
AVGO Broadcom	$50,639,843	$2,395,149 ▲	5.0%	143,601	1.5%	Technology
MU Micron Technology	$49,993,286	$456,934 ▲	0.9%	46,937	1.5%	Technology
AMD Advanced Micro Devices	$46,603,386	$829,549 ▼	-1.7%	76,179	1.4%	Technology
META Meta Platforms	$44,568,216	$2,899,276 ▲	7.0%	61,458	1.3%	Communication Services
TSM Taiwan Semiconductor Manufacturing	$39,823,370	$128,645 ▲	0.3%	87,296	1.2%	Technology
GOOG Alphabet	$38,821,621	$5,827,690 ▲	17.7%	113,933	1.2%	Communication Services
VUG Vanguard Growth ETF	$37,099,969	$352,306 ▲	1.0%	403,112	1.1%	ETF
IVV iShares Core S&P 500 ETF	$34,704,205	$257,606 ▲	0.7%	45,400	1.0%	ETF
SPMO Invesco S&P 500 Momentum ETF	$33,434,357	$1,040,144 ▲	3.2%	220,572	1.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$31,819,701	$136,534 ▼	-0.4%	885,603	0.9%	ETF
BRK.B Berkshire Hathaway	$31,426,149	$5,678,129 ▼	-15.3%	63,111	0.9%	Finance
VTV Vanguard Value ETF	$30,684,603	$345,096 ▲	1.1%	142,266	0.9%	ETF
CAT Caterpillar	$27,102,393	$233,509 ▲	0.9%	33,427	0.8%	Industrials
AER AerCap	$26,346,540		0.0%	183,574	0.8%	Industrials
TSLA Tesla	$25,748,894	$316,845 ▲	1.2%	72,571	0.8%	Consumer Discretionary
ALPS ETF TR	$24,370,374	$1,704,622 ▲	7.5%	993,088	0.7%	SMITH CORE PLUS
VOO Vanguard S&P 500 ETF	$22,975,305	$320,289 ▲	1.4%	32,782	0.7%	ETF
VTI Vanguard Total Stock Market ETF	$21,682,785	$696,837 ▲	3.3%	57,938	0.6%	ETF
BND Vanguard Total Bond Market ETF	$21,373,886	$894,203 ▲	4.4%	304,688	0.6%	ETF
GE VERNOVA INC	$21,002,907	$13,934,137 ▲	197.1%	22,097	0.6%	COM
ABBV AbbVie	$20,945,670	$709,690 ▲	3.5%	80,071	0.6%	Healthcare
VBR Vanguard Small-Cap Value ETF	$18,617,669	$612,226 ▲	3.4%	80,586	0.6%	ETF
GLD SPDR Gold Shares	$18,604,609	$4,428,363 ▼	-19.2%	48,852	0.6%	ETF
LLY Eli Lilly and Company	$18,143,442	$752,120 ▲	4.3%	15,680	0.5%	Healthcare
IEFA iShares Core MSCI EAFE ETF	$17,709,768	$956,981 ▲	5.7%	182,801	0.5%	ETF
SCHF Schwab International Equity ETF	$16,561,587	$283,133 ▲	1.7%	602,897	0.5%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$16,374,347	$683,970 ▲	4.4%	182,424	0.5%	ETF
PALANTIR TECHNOLOGIES INC	$16,205,975	$1,799,604 ▼	-10.0%	86,640	0.5%	CL A
COST Costco Wholesale	$16,200,456	$346,841 ▼	-2.1%	17,796	0.5%	Consumer Staples
WALMART INC	$16,132,950	$264,323 ▼	-1.6%	155,212	0.5%	COM
CVX Chevron	$15,281,942	$69,432 ▼	-0.5%	74,834	0.5%	Energy
BUFR FT Vest Laddered Buffer ETF	$15,252,522	$151,529 ▲	1.0%	407,060	0.5%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$15,168,348	$462,326 ▼	-3.0%	248,133	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$14,970,957	$92,879 ▲	0.6%	208,094	0.4%	ETF
DGRO iShares Core Dividend Growth ETF	$14,862,980	$96,348 ▲	0.7%	197,148	0.4%	ETF
SOXX iShares Semiconductor ETF	$14,561,876	$619,824 ▼	-4.1%	25,608	0.4%	ETF
BE Bloom Energy	$14,314,442	$5,804,717 ▲	68.2%	51,680	0.4%	Industrials
IDMO Invesco S&P International Developed Momentum ETF	$13,992,787	$542,034 ▲	4.0%	229,240	0.4%	ETF
CRWD CrowdStrike	$13,856,793	$10,348,050 ▲	294.9%	52,339	0.4%	Technology
SCHB Schwab US Broad Market ETF	$13,789,176	$29,808 ▼	-0.2%	470,460	0.4%	ETF
SANDISK CORP	$13,759,050	$12,551,566 ▲	1,039.5%	7,908	0.4%	COM
AUSF Global X Adaptive U.S. Factor ETF	$12,744,188	$720,421 ▲	6.0%	261,634	0.4%	ETF
IBM International Business Machines	$12,344,894	$330,824 ▲	2.8%	56,048	0.4%	Technology
JNJ Johnson & Johnson	$12,305,473	$1,865,708 ▼	-13.2%	46,532	0.4%	Healthcare
PANW Palo Alto Networks	$12,092,380	$2,718,759 ▼	-18.4%	30,436	0.4%	Technology
XSMO Invesco S&P SmallCap Momentum ETF	$12,036,256	$403,577 ▲	3.5%	147,539	0.4%	ETF
IWR iShares Russell Mid-Cap ETF	$11,863,861	$424,597 ▲	3.7%	111,179	0.4%	ETF
ASML ASML	$11,834,866	$523,538 ▲	4.6%	6,533	0.4%	Technology
HD Home Depot	$11,121,697	$266,286 ▲	2.5%	39,093	0.3%	Consumer Discretionary
SYBT Stock Yards Bancorp	$11,085,850	$1,252,712 ▼	-10.2%	143,804	0.3%	Finance
SLV iShares Silver Trust	$11,001,590	$57,617 ▲	0.5%	201,827	0.3%	ETF
V Visa	$10,862,910	$580,678 ▲	5.6%	30,231	0.3%	Finance
RDVY First Trust Rising Dividend Achievers ETF	$10,849,364	$133,328 ▲	1.2%	138,579	0.3%	ETF
GDX VanEck Gold Miners ETF	$10,818,540	$529,171 ▼	-4.7%	123,218	0.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$10,407,933	$2,090,085 ▲	25.1%	305,936	0.3%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$10,373,581	$496,752 ▲	5.0%	84,283	0.3%	ETF
MRVL Marvell Technology	$10,201,111	$379,404 ▼	-3.6%	38,610	0.3%	Technology
MRK Merck & Co., Inc.	$10,196,464	$1,370,863 ▼	-11.9%	70,170	0.3%	Healthcare
XLV Health Care Select Sector SPDR Fund	$10,163,231	$78,581 ▲	0.8%	60,399	0.3%	ETF
IGM iShares Expanded Tech Sector ETF	$9,875,317	$6,593 ▲	0.1%	58,420	0.3%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$9,809,802	$5,438,607 ▲	124.4%	193,602	0.3%	ETF
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF	$9,557,321	$268,062 ▲	2.9%	204,829	0.3%	ETF
SCHA Schwab US Small-Cap ETF	$9,482,981	$1,830,932 ▲	23.9%	290,622	0.3%	ETF
ARISTA NETWORKS INC	$9,223,259	$333,278 ▼	-3.5%	45,303	0.3%	COM SHS
ISRG Intuitive Surgical	$9,061,831	$743,733 ▼	-7.6%	22,285	0.3%	Healthcare
RTX RTX	$9,039,494	$994,507 ▼	-9.9%	48,792	0.3%	Industrials
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$8,971,624	$523,630 ▲	6.2%	97,901	0.3%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$8,856,354	$1,269,266 ▲	16.7%	29,515	0.3%	ETF
SMH VanEck Semiconductor ETF	$8,851,154	$1,314,214 ▲	17.4%	14,534	0.3%	ETF
DE Deere & Company	$8,282,198	$116,849 ▼	-1.4%	12,333	0.2%	Industrials
SPACE EXPLORATION TECHN CORP	$8,243,552	$4,098,695 ▲	98.9%	54,644	0.2%	CLASS A COM STK
OEF iShares S&P 100 ETF	$8,226,526	$552,867 ▲	7.2%	21,531	0.2%	ETF
PG Procter & Gamble	$8,192,080	$81,212 ▼	-1.0%	56,388	0.2%	Consumer Staples
XMMO Invesco S&P MidCap Momentum ETF	$8,175,600	$398,867 ▲	5.1%	55,711	0.2%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$8,145,923	$610,508 ▲	8.1%	104,021	0.2%	ETF
UNP Union Pacific	$8,031,273	$118,103 ▼	-1.4%	29,513	0.2%	Industrials
STATE STR SPDR S&P 500 ETF T	$8,031,182	$902,380 ▼	-10.1%	17,800	0.2%	PUT
JMBS Janus Henderson Mortgage-Backed Securities ETF	$7,841,639	$563,157 ▲	7.7%	185,557	0.2%	ETF
SCHJ Schwab 1-5 Year Corporate Bond ETF	$7,762,174	$503,545 ▲	6.9%	322,082	0.2%	ETF
YNDX Yandex	$7,653,598	$1,616,957 ▲	26.8%	32,447	0.2%	Technology
IJR iShares Core S&P Small-Cap ETF	$7,547,759	$100,990 ▲	1.4%	55,530	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$7,346,784	$206,990 ▲	2.9%	104,812	0.2%	ETF
LAM RESEARCH CORP	$7,112,868	$516,416 ▲	7.8%	21,652	0.2%	COM NEW
IWM iShares Russell 2000 ETF	$7,091,065	$38,626 ▼	-0.5%	25,518	0.2%	ETF
PWB Invesco Large Cap Growth ETF	$7,073,418	$204,470 ▼	-2.8%	43,623	0.2%	ETF
BKGI BNY Mellon Global Infrastructure Income ETF	$6,983,106	$77,570 ▼	-1.1%	166,542	0.2%	ETF
PEP PepsiCo	$6,939,022	$98,714 ▼	-1.4%	54,759	0.2%	Consumer Staples
DELL Dell Technologies	$6,932,820	$1,538,056 ▲	28.5%	12,887	0.2%	Technology
IQLT iShares MSCI Intl Quality Factor ETF	$6,821,325	$4,106 ▲	0.1%	137,888	0.2%	ETF
GE GE Aerospace	$6,748,778	$1,420,269 ▼	-17.4%	21,611	0.2%	Industrials
VCSH Vanguard Short-Term Corporate Bond ETF	$6,742,250	$733,491 ▲	12.2%	87,278	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Meridian Wealth Management, LLC Top Holdings and 13F Report (2026)

About Meridian Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Meridian Wealth Management, LLC Top Holdings and 13F Report (2026)

About Meridian Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeridian Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools