Meridian Wealth Management, LLC — Q3 2025 13F Holdings

Name: Meridian Wealth Management, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697300

Total reported value

$2.8B

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Full holdings list this quarter

Showing top 200 holdings (of 707 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	5.43%	-0.44%	-1.37%
2	AAPL	Apple INC	Stock-Tech	3.92%	-0.33%	+2.53%
3	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	3.77%	-0.12%	+1.15%
4	MSFT	Microsoft CORP	Stock-Tech	3.26%	-0.71%	+1.84%
5	XOM	Exxon Mobil CORP	Stock-Energy	2.97%	+1.21%	-4.32%
6	AMZN	Amazon.com INC	Stock-Consumer Disc	2.80%	-0.44%	+2.57%
7	JPM	Jpmorgan Chase & Co	Stock-Financials	2.37%	-0.24%	+0.67%
8	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.35%	+0.28%	+0.19%
9	AVGO	Broadcom INC	Stock-Tech	1.59%	-0.18%	+12.04%
10	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.47%	-0.31%	+2.83%
11	BND	Vanguard Total Bond Market	ETF-Other	1.38%	—	+5.17%
12	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.34%	—	-5.30%
13	HOOD	Robinhood Markets INC - A	Stock-Financials	1.27%	-0.80%	+0.25%
14	VUG	Vanguard Growth ETF	ETF-Other	1.26%	-0.14%	+16.03%
15	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.18%	—	-1.72%
16	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	1.13%	—	+465.35%
17	TSLA	Tesla INC	Stock-Consumer Disc	1.06%	-0.21%	-1.47%
18	SCHG	Schwab US Large-cap Growth	ETF-Other	1.01%	-0.08%	-3.08%
19	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.96%	-0.14%	+3.98%
20	VTV	Vanguard Value ETF	ETF-Other	0.90%	—	+4.43%
21	META	Meta Platforms Inc-class A	Stock-Comm Services	0.89%	-0.14%	-9.14%
22	GLD	Spdr Gold Shares	ETF-Commodities	0.87%	+0.28%	+34.91%
23	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.86%	-0.17%	+58.23%
24	SHOP	Shopify INC - Class A	Stock-Tech	0.70%	-0.26%	+0.68%
25	CAT	Caterpillar INC	Stock-Industrials	0.69%	+0.09%	-8.28%
26	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.68%	—	-3.10%
27	ABBV	Abbvie INC	Stock-Healthcare	0.67%	—	-1.46%
28	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.66%	—	+11.53%
29	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.65%	—	-1.26%
30	AER	AerCap Holdings N.V.	Stock-Industrials	0.64%	—	+0.00%
31	WMT	Walmart INC	Stock-Consumer Staples	0.61%	+0.11%	+4.11%
32	ISRG	Intuitive Surgical INC	Stock-Healthcare	0.57%	-0.13%	+2.39%
33	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.57%	—	+5.31%
34	IBM	Intl Business Machines CORP	Stock-Tech	0.56%	-0.09%	+0.77%
35	HD	Home Depot INC	Stock-Consumer Disc	0.56%	—	+1.91%
36	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.55%	+0.26%	+90.76%
37	ORCL	Oracle CORP	Stock-Tech	0.55%	-0.12%	+6.62%
38	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.54%	—	+1.25%
39	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.53%	—	+0.02%
40	RDDT	Reddit Inc-cl A	Stock-Comm Services	0.52%	-0.14%	-7.52%
41	SCHF	Schwab Intl Equity ETF	ETF-Other	0.50%	—	+0.72%
42	AUSF	Global X Adaptive US Factor	ETF-Other	0.50%	—	+153.75%
43	DGRO	Ishares Core Dividend Growth	ETF-Other	0.49%	—	-0.07%
44	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	0.48%	—	+2.31%
45	SCHB	Schwab US Broad Market ETF	ETF-Other	0.48%	—	+0.53%
46	CVX	Chevron CORP	Stock-Energy	0.47%	+0.14%	+0.60%
47	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.43%	—	+27.95%
48	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	0.43%	—	+4.86%
49	SYBT	Stock Yards Bancorp INC	Stock-Other	0.40%	—	+3.67%
50	GDX	Vaneck Gold Miners ETF	ETF-Commodities	0.39%	—	-1.66%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Meridian Wealth Management, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+1.2%	-1.37%	Trim
2	SPMO	Invesco S&p 500 Momentum ETF	+1.1%	+465.35%	Add
3	AVGO	Broadcom INC	+1%	+12.04%	Add
4	HOOD	Robinhood Markets INC - A	+0.8%	+0.25%	Add
5	PLTR	Palantir Technologies Inc-a	+0.8%	+58.23%	Add
6	TSLA	Tesla INC	+0.6%	-1.47%	Add
7	GOOGL	Alphabet Inc-cl A	+0.4%	+2.83%	Add
8	TSM	Taiwan Semiconductor-sp Adr	+0.4%	+90.76%	Add
9	MSFT	Microsoft CORP	+0.3%	+1.84%	Add
10	IEFA	Ishares Core Msci Eafe ETF	+0.3%	+27.95%	Add
11	GOOG	Alphabet Inc-cl C	+0.2%	+3.98%	Add
12	ORCL	Oracle CORP	+0.2%	+6.62%	Add
13	VUG	Vanguard Growth ETF	+0.2%	+16.03%	Add
14	GLD	Spdr Gold Shares	+0.2%	+34.91%	Add
15	QQQ	Invesco Qqq Trust Series 1	+0.2%	+1.15%	Add
16	RDDT	Reddit Inc-cl A	+0.2%	-7.52%	Trim
17	HEQT	Simplify Hedged Equity ETF	+0.1%	+6.73%	Add
18	SHOP	Shopify INC - Class A	+0.1%	+0.68%	Add
19	AER	AerCap Holdings N.V.	+0.1%	+0.00%	Add
20	VTI	Vanguard Total Stock Mkt ETF	+0.1%	+11.53%	Add
21	JPM	Jpmorgan Chase & Co	+0.1%	+0.67%	Add
22	CAT	Caterpillar INC	+0.1%	-8.28%	Trim
23	VBR	Vanguard Small-cap Value ETF	+0.1%	+5.31%	Add
24	META	Meta Platforms Inc-class A	0%	-9.14%	Trim
25	SCHG	Schwab US Large-cap Growth	-0.1%	-3.08%	Trim
26	IVV	Ishares Core S&p 500 ETF	-0.1%	-1.72%	Trim
27	BND	Vanguard Total Bond Market	-0.2%	+5.17%	Add
28	ACN	Accenture plc	-0.2%	-28.86%	Trim
29	EOG	Eog Resources INC	-0.2%	-94.34%	Trim
30	DKNG	Draftkings Inc-cl A	-0.2%	-19.66%	Trim
31	AMZN	Amazon.com INC	-0.2%	+2.57%	Add
32	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	+0.19%	Trim
33	AAPL	Apple INC	-0.3%	+2.53%	Add
34	AMD	Advanced Micro Devices	-0.3%	-68.65%	Trim
35	IWM	Ishares Russell 2000 ETF	-0.4%	+1.54%	Trim
36	UNH	Unitedhealth Group INC	-0.5%	-15.20%	Trim
37	HEFA	Isha Curr Hedged Msci Eafe	-0.5%	-92.83%	Trim
38	COWZ	Pacer US Cash Cows 100 ETF	-0.5%	-83.36%	Trim
39	BRK-B	Berkshire Hathaway Inc-cl B	-0.6%	-5.30%	Trim
40	SMH	Vaneck Semiconductor ETF	-0.6%	+46.87%	Trim
41	XOM	Exxon Mobil CORP	-1.2%	-4.32%	Trim
42	AUSF	Global X Adaptive US Factor	—	NEW	New buy
43	IDMO	Invesco S&p International De	—	NEW	New buy
44	AMSC	American Superconductor CORP	—	NEW	New buy
45	XMHQ	Invesco S&p Midcap Qual ETF	—	EXIT	Sold out
46	WCMI	Ft Wcm International ETF	—	NEW	New buy
47	LVHI	Franklin International Low V	—	NEW	New buy
48	NEE 6.926 09-01-25	Nextera Energy INC	—	EXIT	Sold out
49	FEZ	State Street Spdr Euro Stoxx	—	NEW	New buy
50	NEE 7.299 06-01-27	Nextera Energy INC	—	NEW	New buy