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

About Meridian Wealth Management, LLC

Investment Activity

Meridian Wealth Management, LLC has $3.25 billion in total holdings as of June 30, 2026.
Meridian Wealth Management, LLC owns shares of 825 different stocks, but just 162 companies or ETFs make up 80% of its holdings.
Approximately 7.20% of the portfolio was purchased this quarter.
About 5.31% of the portfolio was sold this quarter.
This quarter, Meridian Wealth Management, LLC has purchased 772 new stocks and bought additional shares in 351 stocks.
Meridian Wealth Management, LLC sold shares of 319 stocks and completely divested from 49 stocks this quarter.

Largest Holdings

NVIDIA: $146,402,179
Invesco QQQ: $125,200,569
Apple: $122,803,029
ExxonMobil: $88,271,384
Amazon.com: $84,008,152

Largest New Holdings this Quarter

46137V464 - Invesco S&P MidCap Momentum ETF: $9,016,151 Holding
09661T826 - BNY Mellon Global Infrastructure Income ETF: $7,572,588 Holding
N97284108 - Yandex: $7,067,743 Holding
77926X320 - ROUNDHILL ETF TRUST: $4,845,299 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $4,694,370 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 333,995 shares (about $29.43M)
Invesco S&P MidCap Momentum ETF: 52,993 shares (about $9.02M)
BNY Mellon Global Infrastructure Income ETF: 168,392 shares (about $7.57M)
Yandex: 25,592 shares (about $7.07M)
Aercap: 45,298 shares (about $6.60M)

Largest Sales this Quarter

NVIDIA: 57,575 shares (about $11.55M)
SPDR S&P 500 ETF Trust: 13,457 shares (about $9.98M)
SHOPIFY INC: 85,063 shares (about $9.71M)
SPDR Gold Shares: 24,909 shares (about $9.18M)
ISHARES TR: 56,934 shares (about $6.28M)

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	$146,402,179	$11,547,163 ▼	-7.3%	729,972	4.5%	Technology
QQQ Invesco QQQ	$125,200,569	$2,179,008 ▲	1.8%	170,017	3.9%	ETF
AAPL Apple	$122,803,029	$535,316 ▲	0.4%	424,395	3.8%	Technology
XOM ExxonMobil	$88,271,384	$5,320,187 ▼	-5.7%	645,636	2.7%	Energy
AMZN Amazon.com	$84,008,152	$3,384,427 ▼	-3.9%	352,472	2.6%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$77,286,488	$9,976,827 ▼	-11.4%	104,246	2.4%	ETF
GOOGL Alphabet	$69,403,250	$2,256,072 ▼	-3.1%	194,206	2.1%	Communication Services
JPM JPMorgan Chase & Co.	$64,031,017	$827,491 ▲	1.3%	195,616	2.0%	Finance
MSFT Microsoft	$62,097,924	$1,047,070 ▼	-1.7%	166,473	1.9%	Technology
MU Micron Technology	$53,683,180	$1,731,418 ▼	-3.1%	46,508	1.7%	Technology
AVGO Broadcom	$51,827,942	$1,504,351 ▲	3.0%	136,809	1.6%	Technology
AMD Advanced Micro Devices	$45,041,146	$1,317,512 ▼	-2.8%	77,535	1.4%	Technology
TSM Taiwan Semiconductor Manufacturing	$41,555,433	$2,576,022 ▲	6.6%	87,014	1.3%	Technology
BRK.B Berkshire Hathaway	$37,286,256	$854,671 ▼	-2.2%	74,514	1.1%	Finance
CAT Caterpillar	$35,290,083	$386,563 ▲	1.1%	33,139	1.1%	Industrials
VUG Vanguard Growth ETF	$35,177,634	$29,425,556 ▲	511.6%	399,284	1.1%	ETF
SPMO Invesco S&P 500 Momentum ETF	$34,522,695	$5,374,110 ▼	-13.5%	213,710	1.1%	ETF
GOOG Alphabet	$34,213,088	$101,053 ▲	0.3%	96,830	1.1%	Communication Services
IVV iShares Core S&P 500 ETF	$33,697,358	$589,253 ▼	-1.7%	45,063	1.0%	ETF
META Meta Platforms	$32,366,480	$4,610,505 ▼	-12.5%	57,460	1.0%	Communication Services
VTV Vanguard Value ETF	$30,594,583	$1,768,912 ▲	6.1%	140,666	0.9%	ETF
TSLA Tesla	$30,147,567	$203,148 ▲	0.7%	71,678	0.9%	Consumer Discretionary
SCHG Schwab U.S. Large-Cap Growth ETF	$30,097,395	$444,319 ▲	1.5%	889,403	0.9%	ETF
AER Aercap	$26,761,418	$6,603,543 ▲	32.8%	183,574	0.8%	Industrials
ALPS ETF TR	$23,774,102	$1,759,457 ▲	8.0%	923,625	0.7%	SMITH CORE PLUS
GLD SPDR Gold Shares	$22,279,589	$9,175,964 ▼	-29.2%	60,480	0.7%	ETF
VOO Vanguard S&P 500 ETF	$22,201,092	$301,509 ▼	-1.3%	32,325	0.7%	ETF
BND Vanguard Total Bond Market ETF	$21,431,388	$1,045,432 ▲	5.1%	291,941	0.7%	ETF
VTI Vanguard Total Stock Market ETF	$20,750,445	$380,773 ▲	1.9%	56,076	0.6%	ETF
ABBV AbbVie	$19,466,407	$240,065 ▲	1.2%	77,358	0.6%	Healthcare
VBR Vanguard Small-Cap Value ETF	$18,937,749	$481,851 ▲	2.6%	77,936	0.6%	ETF
LLY Eli Lilly and Company	$18,027,783	$1,432,147 ▲	8.6%	15,030	0.6%	Healthcare
WALMART INC	$17,867,059	$1,838,182 ▼	-9.3%	157,755	0.6%	COM
SOXX iShares Semiconductor ETF	$17,106,748	$1,303,927 ▼	-7.1%	26,698	0.5%	ETF
COST Costco Wholesale	$17,003,912	$106,643 ▲	0.6%	18,177	0.5%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$16,700,910	$2,384,175 ▲	16.7%	172,923	0.5%	ETF
SCHF Schwab International Equity ETF	$16,414,753	$129,276 ▲	0.8%	592,590	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$15,943,651	$460,802 ▼	-2.8%	206,803	0.5%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$15,543,780	$22,614 ▲	0.1%	255,696	0.5%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$15,361,749	$470,509 ▼	-3.0%	174,804	0.5%	ETF
IBM International Business Machines	$15,343,849	$214,070 ▲	1.4%	54,546	0.5%	Technology
DGRO iShares Core Dividend Growth ETF	$14,844,985	$211,606 ▲	1.4%	195,870	0.5%	ETF
BUFR FT Vest Laddered Buffer ETF	$14,722,174	$375,455 ▲	2.6%	403,016	0.5%	ETF
SCHB Schwab US Broad Market ETF	$13,653,964	$18,592 ▲	0.1%	471,477	0.4%	ETF
JNJ Johnson & Johnson	$13,598,462	$701,150 ▼	-4.9%	53,587	0.4%	Healthcare
HD Home Depot	$13,457,197	$1,120,111 ▲	9.1%	38,157	0.4%	Consumer Discretionary
XSMO Invesco S&P SmallCap Momentum ETF	$13,350,875	$444,087 ▼	-3.2%	142,592	0.4%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$13,285,510	$3,490,913 ▲	35.6%	220,360	0.4%	ETF
PANW Palo Alto Networks	$12,712,919	$449,466 ▼	-3.4%	37,279	0.4%	Technology
CVX Chevron	$12,460,868	$417,219 ▼	-3.2%	75,174	0.4%	Energy
ASML ASML	$12,423,055	$33,823 ▲	0.3%	6,244	0.4%	Technology
SYBT Stock Yards Bancorp	$12,239,329	$768,523 ▲	6.7%	160,054	0.4%	Finance
AUSF Global X Adaptive U.S. Factor ETF	$12,060,805	$178,339 ▼	-1.5%	246,844	0.4%	ETF
MRVL Marvell Technology	$11,929,363	$1,867,184 ▲	18.6%	40,046	0.4%	Technology
IWR iShares Russell Mid-Cap ETF	$11,826,332	$172,762 ▲	1.5%	107,200	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$11,230,738	$4,001,536 ▼	-26.3%	96,261	0.3%	CL A
RDVY First Trust Rising Dividend Achievers ETF	$11,095,136	$446,720 ▲	4.2%	136,876	0.3%	ETF
SLV iShares Silver Trust	$10,735,172	$239,439 ▼	-2.2%	200,770	0.3%	ETF
RTX RTX	$10,255,988	$97,333 ▼	-0.9%	54,160	0.3%	Industrials
MRK Merck & Co., Inc.	$10,229,146	$1,021,578 ▲	11.1%	79,604	0.3%	Healthcare
CRWD CrowdStrike	$10,113,734	$321,277 ▼	-3.1%	13,253	0.3%	Technology
V Visa	$9,817,567	$453,567 ▼	-4.4%	28,615	0.3%	Finance
GE GE Aerospace	$9,776,513	$663,378 ▲	7.3%	26,159	0.3%	Industrials
GDX VanEck Gold Miners ETF	$9,751,558	$212,015 ▼	-2.1%	129,245	0.3%	ETF
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF	$9,691,409	$156,506 ▲	1.6%	199,084	0.3%	ETF
ISRG Intuitive Surgical	$9,589,735	$3,879,798 ▼	-28.8%	24,114	0.3%	Healthcare
IGM iShares Expanded Tech Sector ETF	$9,549,964	$941,239 ▼	-9.0%	58,381	0.3%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$9,548,539	$289,025 ▼	-2.9%	80,247	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$9,506,578	$855,135 ▲	9.9%	59,932	0.3%	ETF
KLAC KLA	$9,350,031	$6,497,050 ▲	227.7%	30,990	0.3%	Technology
BE Bloom Energy	$9,299,852	$545,768 ▲	6.2%	30,723	0.3%	Industrials
XMMO Invesco S&P MidCap Momentum ETF	$9,016,151	$9,016,151 ▲	New Holding	52,993	0.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$9,014,664	$130,851 ▲	1.5%	244,499	0.3%	ETF
STATE STR SPDR S&P 500 ETF T	$8,933,562	$5,278,923 ▼	-37.1%	19,800	0.3%	PUT
GE VERNOVA INC	$8,737,473	$402,979 ▲	4.8%	7,437	0.3%	COM
LAM RESEARCH CORP	$8,701,458	$1,614,190 ▲	22.8%	20,080	0.3%	COM NEW
INTC Intel	$8,601,854	$6,581,778 ▲	325.8%	62,178	0.3%	Technology
SCHA Schwab US Small-Cap ETF	$8,472,849	$42,742 ▲	0.5%	234,510	0.3%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$8,447,977	$927,392 ▼	-9.9%	92,187	0.3%	ETF
AMAT Applied Materials	$8,419,631	$602,280 ▲	7.7%	11,645	0.3%	Technology
PG Procter & Gamble	$8,350,721	$68,774 ▼	-0.8%	56,947	0.3%	Consumer Staples
UNP Union Pacific	$8,145,590	$298,928 ▼	-3.5%	29,947	0.3%	Industrials
SMH VanEck Semiconductor ETF	$8,117,195	$160,035 ▼	-1.9%	12,376	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$8,112,772	$527,900 ▼	-6.1%	54,787	0.2%	ETF
ARISTA NETWORKS INC	$7,974,148	$369,998 ▼	-4.4%	46,940	0.2%	COM SHS
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$7,952,961	$7,191 ▼	-0.1%	96,225	0.2%	ETF
DE Deere & Company	$7,933,641	$319,071 ▼	-3.9%	12,507	0.2%	Industrials
JMBS Janus Henderson Mortgage-Backed Securities ETF	$7,748,673	$829,121 ▲	12.0%	172,231	0.2%	ETF
IWM iShares Russell 2000 ETF	$7,708,744		0.0%	25,657	0.2%	ETF
BKGI BNY Mellon Global Infrastructure Income ETF	$7,572,588	$7,572,588 ▲	New Holding	168,392	0.2%	ETF
PWB Invesco Large Cap Growth ETF	$7,561,076	$122,301 ▼	-1.6%	44,884	0.2%	ETF
PEP PepsiCo	$7,519,866	$59,035 ▼	-0.8%	55,538	0.2%	Consumer Staples
SCHJ Schwab 1-5 Year Corporate Bond ETF	$7,427,284	$186,257 ▲	2.6%	301,188	0.2%	ETF
OEF iShares S&P 100 ETF	$7,348,012	$2,583,000 ▲	54.2%	20,084	0.2%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$7,220,924	$2,017,061 ▲	38.8%	25,285	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$7,199,091	$230,831 ▼	-3.1%	101,859	0.2%	ETF
YNDX Yandex	$7,067,743	$7,067,743 ▲	New Holding	25,592	0.2%	Technology
VIG Vanguard Dividend Appreciation ETF	$7,053,763	$371,512 ▼	-5.0%	29,847	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$6,921,325	$1,655,601 ▲	31.4%	36,329	0.2%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$6,828,217	$256,123 ▼	-3.6%	137,805	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