CIK: 0001697300
Total reported value
$2.8B
Reporting period: 2026-03-31 · Number of holdings: 782
Meridian Wealth Management, LLC disclosed 782 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.8B and a quarterly turnover rate of 18.8%.
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Meridian Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.012 — mathematically equivalent to about 81 equally-sized positions, well below its 782 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.92), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 54% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add XOM
+1.2% $34.7M
Trim HOOD
-94.9% -$22.8M
Trim MSFT
-1.0% -$20.0M
Add MU
+606.3% $14.3M
Trim AMZN
-4.5% -$12.2M
Trim NVDA
-1.8% -$12.1M
Showing top 200 holdings (of 782 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.83% | -0.44% | -1.81% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 4.08% | +1.21% | +1.19% | |
| 3 | AAPL | Apple INC | Stock-Tech | 3.77% | -0.33% | -1.46% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.39% | -0.12% | +2.83% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.68% | -0.44% | -4.47% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.57% | +0.28% | +23.65% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.71% | -0.98% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | -0.31% | -5.16% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | -0.24% | -1.95% | |
| 10 | AVGO | Broadcom INC | Stock-Tech | 1.44% | -0.18% | +0.16% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.14% | +4.58% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.29% | +0.28% | +17.44% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | — | +6.24% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | — | +0.49% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | -0.14% | -1.75% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | -0.14% | -4.05% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.97% | — | +0.13% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.97% | +0.26% | +23.72% | |
| 19 | TSLA | Tesla INC | Stock-Consumer Disc | 0.93% | -0.21% | -1.14% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.91% | — | +2.37% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.90% | -0.08% | +2.61% | |
| 22 | CAT | Caterpillar INC | Stock-Industrials | 0.82% | +0.09% | -9.65% | |
| 23 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 0.77% | — | +2.77% | |
| 24 | WMT | Walmart INC | Stock-Consumer Staples | 0.76% | +0.11% | +5.41% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.72% | — | +2.07% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | — | +9.98% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.67% | -0.17% | -2.75% | |
| 28 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.67% | — | +7.02% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | — | -1.88% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | +0.89% | |
| 31 | ABBV | Abbvie INC | Stock-Healthcare | 0.58% | — | +1.60% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.58% | — | +2.95% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.10% | +27.07% | |
| 34 | MU | Micron Technology INC | Stock-Tech | 0.57% | +0.50% | +606.31% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.56% | +0.14% | -0.01% | |
| 36 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.55% | -0.13% | -0.42% | |
| 37 | SHOP | Shopify INC - Class A | Stock-Tech | 0.52% | -0.26% | -9.67% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.51% | — | +1.90% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | — | +0.76% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | — | +0.50% | |
| 41 | ✓ | Spdr S&p 500 ETF Tr | ETF-Large Cap & Growth | 0.50% | +0.50% | NEW | |
| 42 | SLV | Ishares Silver Trust | ETF-Commodities | 0.49% | +0.08% | +13.05% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.49% | +0.08% | -1.27% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | — | -3.71% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.09% | +6.52% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.48% | — | +2.27% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | — | +9.09% | |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.47% | — | +2.24% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | -0.09% | +2.18% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | — | +0.13% |
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+21.2%
Based on 79% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 782 | $2.8B | 19 | |
| 2025-12-31 | 771 | $2.8B | 18 | |
| 2025-09-30 | 707 | $2.6B | 34 | |
| 2025-06-30 | 670 | $2.3B | 0 | |
| 2025-03-31 | 620 | $2.1B | 100 | |
| 2024-12-31 | 625 | $2.1B | 0 | |
| 2024-09-30 | 627 | $2.0B | 0 | |
| 2024-06-30 | 290 | $836.6M | 0 | |
| 2024-03-31 | 199 | $600.7M | 0 | |
| 2023-12-31 | 592 | $1.6B | 0 | |
| 2023-09-30 | 540 | $1.6B | 0 | |
| 2023-06-30 | 545 | $1.2B | 0 | |
| 2023-03-31 | 545 | $1.1B | 0 | |
| 2022-12-31 | 526 | $1.0B | 0 | |
| 2022-09-30 | 491 | $929.5M | 0 | |
| 2022-06-30 | 556 | $1.2B | 0 | |
| 2022-03-31 | 397 | $915.0M | 0 | |
| 2021-12-31 | 437 | $936.5M | 0 | |
| 2021-09-30 | 422 | $810.7M | 0 | |
| 2021-06-30 | 378 | $784.6M | 100 | |
| 2021-03-31 | 362 | $687.0M | 20 | |
| 2020-12-31 | 336 | $630.2M | 50 | |
| 2020-09-30 | 254 | $407.9M | 46 | |
| 2020-06-30 | 223 | $298.8M | 47 | |
| 2020-03-31 | 201 | $225.7M | 65 | |
| 2019-12-31 | 196 | $207.9M | 40 | |
| 2019-09-30 | 200 | $212.4M | 100 | |
| 2019-06-30 | 537 | $247.1M | 100 | |
| 2019-03-31 | 199 | $219.8M | 41 | |
| 2018-12-31 | 157 | $169.8M | 55 | |
| 2018-09-30 | 169 | $232.6M | 33 | |
| 2018-06-30 | 183 | $212.5M | 44 | |
| 2018-03-31 | 176 | $200.5M | 48 | |
| 2017-12-31 | 167 | $162.3M | 5 | |
| 2017-09-30 | 163 | $157.7M | 30 | |
| 2017-06-30 | 163 | $157.8M | 26 | |
| 2017-03-31 | 164 | $166.8M | 50 | |
| 2016-12-31 | 127 | $126.1M | — |
Meridian Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Spdr S&p 500 ETF Tr; New buy: Strategas Macro Them Opps (SAMT); New buy: Canadian Natural Resources (CNQ); Sold out: Invesco S&p Midcap Momentum (XMMO); Add: Exxon Mobil CORP (XOM) — shares +1.19%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.2% | +1.19% | Add |
| 2 | MU | Micron Technology INC | +0.5% | +606.31% | Add |
| 3 | RDVY | First Trust Rising Dividend | +0.3% | +2051.41% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +23.65% | Add |
| 5 | GLD | Spdr Gold Shares | +0.3% | +17.44% | Add |
| 6 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +297.00% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +23.72% | Add |
| 8 | CVX | Chevron CORP | +0.1% | -0.01% | Trim |
| 9 | XLV | Ss Health Care Select Sector | +0.1% | +90.78% | Add |
| 10 | BE | Bloom Energy Corp- A | +0.1% | +290.97% | Add |
| 11 | WMT | Walmart INC | +0.1% | +5.41% | Add |
| 12 | ASML | ASML Holding N.V. | +0.1% | +25.82% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | +27.07% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +6.52% | Add |
| 15 | CAT | Caterpillar INC | +0.1% | -9.65% | Trim |
| 16 | SLV | Ishares Silver Trust | +0.1% | +13.05% | Add |
| 17 | KLAC | Kla CORP | +0.1% | -1.27% | Trim |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +29.22% | Add |
| 19 | IWM | Ishares Russell 2000 ETF | +0.1% | +50.27% | Add |
| 20 | SCHG | Schwab US Large-cap Growth | -0.1% | +2.61% | Add |
| 21 | CRWD | Crowdstrike Holdings INC - A | -0.1% | -15.49% | Trim |
| 22 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -47.20% | Trim |
| 23 | PAYX | Paychex INC | -0.1% | -89.81% | Trim |
| 24 | IBM | Intl Business Machines CORP | -0.1% | +2.18% | Add |
| 25 | SOFI | Sofi Technologies INC | -0.1% | -87.09% | Trim |
| 26 | TRI4EUR | Thomson Reuters CORP | -0.1% | -88.60% | Trim |
| 27 | ROP | Roper Technologies INC | -0.1% | -90.21% | Trim |
| 28 | ORCL | Oracle CORP | -0.1% | -8.57% | Trim |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +2.83% | Add |
| 30 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | -61.91% | Trim |
| 31 | ISRG | Intuitive Surgical INC | -0.1% | -0.42% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | -0.1% | -4.05% | Trim |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +4.58% | Add |
| 34 | RDDT | Reddit Inc-cl A | -0.1% | -1.32% | Trim |
| 35 | VUG | Vanguard Growth ETF | -0.1% | -1.75% | Trim |
| 36 | PLTR | Palantir Technologies Inc-a | -0.2% | -2.75% | Trim |
| 37 | AVGO | Broadcom INC | -0.2% | +0.16% | Add |
| 38 | TSLA | Tesla INC | -0.2% | -1.14% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | -0.2% | -1.95% | Trim |
| 40 | SHOP | Shopify INC - Class A | -0.3% | -9.67% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.3% | -5.16% | Trim |
| 42 | AAPL | Apple INC | -0.3% | -1.46% | Trim |
| 43 | AMZN | Amazon.com INC | -0.4% | -4.47% | Trim |
| 44 | NVDA | Nvidia CORP | -0.4% | -1.81% | Trim |
| 45 | MSFT | Microsoft CORP | -0.7% | -0.98% | Trim |
| 46 | HOOD | Robinhood Markets INC - A | -0.8% | -94.86% | Trim |
| 47 | ✓ | Spdr S&p 500 ETF Tr | — | NEW | New buy |
| 48 | SAMT | Strategas Macro Them Opps | — | NEW | New buy |
| 49 | CNQ | Canadian Natural Resources | — | NEW | New buy |
| 50 | XMMO | Invesco S&p Midcap Momentum | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-06 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-04 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-08 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-06 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-25 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-08 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-17 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-02 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-05 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-27 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-22 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-07 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-19 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-09 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-15 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-16 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-09 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-08 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-19 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-06-03 | Amendment | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-05 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-19 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-06 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-08 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-30 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-31 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-25 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-17 | Amendment | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
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