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CIK: 0001697300
Total reported value
$3.2B
$3.2B
670 檔
13.8%
The Q2 2025 SEC filing reveals that Meridian Wealth Management, LLC held a total portfolio value of $3.2B, covering 670 public equity positions.
During Q2 2025, Meridian Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 670 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.20% | -0.32% | -5.23% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.82% | +0.47% | +2.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.43% | +0.01% | +0.09% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | -0.29% | -0.08% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 3.30% | -1.36% | +0.16% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.04% | -0.09% | -0.46% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.42% | -0.19% | -3.16% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.41% | -0.02% | +0.30% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.13% | -0.31% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.45% | -0.06% | +5.70% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.32% | +0.16% | +46.62% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | -0.01% | -2.83% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.12% | +2.96% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.11% | +0.08% | +2.71% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.32% | +6.49% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.06% | +0.03% | -4.73% | |
| 17 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.93% | — | +6.22% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.91% | +0.03% | +3.18% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | — | +87.56% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.11% | +2.42% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.76% | -0.25% | +0.43% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.08% | +2.11% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | -0.01% | +4.59% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.27% | +6.20% | |
| 25 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.68% | +0.15% | +28.67% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | +0.01% | -4.43% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.21% | -7.67% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.60% | -3.01% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.02% | -1.35% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.02% | +11.98% | |
| 31 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.60% | -0.38% | -0.56% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.03% | -0.93% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.56% | — | +15.44% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | -0.01% | +3.79% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | +0.01% | +2.61% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | +0.82% | -3.00% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.53% | — | -0.83% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.52% | -0.02% | +0.84% | |
| 39 | CRWV | Coreweave Inc-cl A | Stock-Tech | 0.50% | +0.02% | — | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.50% | -0.02% | -0.93% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.49% | — | -6.43% | |
| 42 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.49% | +0.03% | +0.35% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.18% | +1.80% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.46% | -0.01% | -12.01% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.45% | -0.01% | +6.25% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | -0.32% | +237.90% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.08% | -0.17% | |
| 48 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.41% | +0.02% | -7.14% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.08% | +2.38% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.40% | +0.01% | -2.53% |
According to official SEC Form 13F filings, Meridian Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.2B across 670 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, QQQ, AAPL) accounted for 13.8% of total reported equity market value during Q2 2025.
During Q2 2025, Meridian Wealth Management, LLC's top holdings by market value included NVDA (5.2%)、QQQ (3.8%)、AAPL (3.4%). The largest single position, NVDA, represented 5.2% of total portfolio value.
In Q2 2025, Meridian Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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