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Meridian Wealth Management 13F Portfolio

Portfolio Manager
Meridian Wealth Management, LLC
Performance
+11.74% (2026 Q2)
AUM (13F)
$3.25B
# of Holdings
809
Performance Rank
Allocation (Top 20)
39.44%
Latest filing
Q2 2026

Meridian Wealth Management, LLC Holdings Map

Top 50 Meridian Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
4.52%728.8K$145.8M
-7.39%(-58.17K)
2025-Q2: 770.1K shares2025-Q3: 759.6K shares2025-Q4: 802.1K shares2026-Q1: 786.9K shares2026-Q2: 728.8K shares
$22.13(+921.66%)
2026-06-30
QQQ
INVESCO QQQ TR
3.88%170.0K$125.2M
+1.77%(+2.96K)
2025-Q2: 162.1K shares2025-Q3: 163.9K shares2025-Q4: 162.5K shares2026-Q1: 167.1K shares2026-Q2: 170.0K shares
$263.42(+178.07%)
2026-06-30
AAPL
APPLE INC
3.81%424.4K$122.8M
+0.44%(+1.85K)
2025-Q2: 391.9K shares2025-Q3: 401.8K shares2025-Q4: 428.8K shares2026-Q1: 422.5K shares2026-Q2: 424.4K shares
$152.68(+100.01%)
2026-06-30
XOM
EXXON MOBIL CORP
2.74%645.6K$88.3M
-5.68%(-38.91K)
2025-Q2: 717.9K shares2025-Q3: 686.9K shares2025-Q4: 676.5K shares2026-Q1: 684.5K shares2026-Q2: 645.6K shares
$58.25(+176.11%)
2026-06-30
AMZN
AMAZON COM INC
2.6%352.5K$84.0M
-3.87%(-14.20K)
2025-Q2: 324.2K shares2025-Q3: 332.5K shares2025-Q4: 383.8K shares2026-Q1: 366.7K shares2026-Q2: 352.5K shares
$141.21(+85.92%)
2026-06-30
SPY
STATE STR SPDR S&P 500 ETF T
2.37%102.3K$76.4M
+1.53%(+1.54K)
2025-Q2: 91.9K shares2025-Q3: 92.1K shares2025-Q4: 95.2K shares2026-Q1: 100.8K shares2026-Q2: 102.3K shares
$398.94(+94.35%)
2026-06-30
GOOGL
ALPHABET INC
2.15%194.2K$69.4M
-3.15%(-6.31K)
2025-Q2: 153.3K shares2025-Q3: 157.6K shares2025-Q4: 211.4K shares2026-Q1: 200.5K shares2026-Q2: 194.2K shares
$156.76(+119.90%)
2026-06-30
JPM
JPMORGAN CHASE & CO
1.98%195.6K$64.0M
+1.31%(+2.53K)
2025-Q2: 194.4K shares2025-Q3: 195.7K shares2025-Q4: 196.9K shares2026-Q1: 193.1K shares2026-Q2: 195.6K shares
$133.84(+172.51%)
2026-06-30
MSFT
MICROSOFT CORP
1.93%166.5K$62.1M
-1.66%(-2.81K)
2025-Q2: 161.2K shares2025-Q3: 164.2K shares2025-Q4: 170.9K shares2026-Q1: 169.3K shares2026-Q2: 166.5K shares
$291.76(+66.60%)
2026-06-30
MU
MICRON TECHNOLOGY INC
1.66%46.5K$53.7M
-3.12%(-1.50K)
2025-Q2: 2.5K shares2025-Q3: 4.2K shares2025-Q4: 6.8K shares2026-Q1: 48.0K shares2026-Q2: 46.5K shares
$288.48(+251.77%)
2026-06-30

About Meridian Wealth Management, LLCโ€™s portfolio

Meridian Wealth Management, LLC reports $3.25B in US-listed equity holdings across 809 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.5%), QQQ (3.9%) and AAPL (3.8%). The top 20 holdings account for 39.44% of reported assets. Its disclosed equity book has returned +82.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
NVDA โ€” 8.0% ($145.82M)QQQ โ€” 6.9% ($125.20M)AAPL โ€” 6.7% ($122.80M)XOM โ€” 4.8% ($88.27M)AMZN โ€” 4.6% ($84.01M)SPY โ€” 4.2% ($76.43M)GOOGL โ€” 3.8% ($69.40M)JPM โ€” 3.5% ($64.03M)MSFT โ€” 3.4% ($62.10M)MU โ€” 2.9% ($53.68M)Other โ€” 51.2% ($934.56M)
49%in top 10
  • NVDA8.0%
  • QQQ6.9%
  • AAPL6.7%
  • XOM4.8%
  • AMZN4.6%
  • SPY4.2%
  • GOOGL3.8%
  • JPM3.5%
  • MSFT3.4%
  • MU2.9%
  • Other51.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
29
AERAERCAP HOLDINGS NV+32.8%
IDMOINVESCO EXCH TRADED FD TR II+35.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC+6.6%
IEFAISHARES TR+16.7%
+25 more
Trimmed
21
NVDANVIDIA CORPORATION-7.4%
GLDSPDR GOLD TR-29.2%
SPMOINVESCO EXCH TRADED FD TR II-13.5%
XOMEXXON MOBIL CORP-5.7%
+17 more

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Source filings

Holdings on this page are parsed from Meridian Wealth Management, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697300). View Meridian Wealth Management, LLCโ€™s 13F filings on SEC

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