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CIK: 0001697300
Total reported value
$3.2B
$3.2B
707 檔
15.6%
As reported in its official Q3 2025 Form 13F filing, Meridian Wealth Management, LLC's tracked investment portfolio stood at $3.2B with 707 total positions.
In Q3 2025, Meridian Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, QQQ) accounted for 15.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
AUSF
市值: $13.0M
Top Position Liquidated / Trimmed
XMHQ
前期市值: $4.9M
Showing top 200 holdings (of 707 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.43% | -0.32% | -1.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.92% | +0.01% | +2.53% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.77% | +0.47% | +1.15% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.29% | +1.84% | |
| 5 | XOM | Exxon Mobil CORP | Stock-Energy | 2.97% | -1.36% | -4.32% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | -0.09% | +2.57% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.37% | -0.02% | +0.67% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | -0.19% | +0.19% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.59% | +0.16% | +12.04% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.47% | +0.12% | +2.83% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 1.38% | -0.06% | +5.17% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | -0.13% | -5.30% | |
| 13 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.27% | — | +0.25% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.26% | +0.08% | +16.03% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | -0.01% | -1.72% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.13% | +0.09% | +465.35% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | — | -1.47% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.01% | +0.03% | -3.08% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.08% | +3.98% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | +0.03% | +4.43% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.32% | -9.14% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.87% | -0.60% | +34.91% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.86% | -0.32% | +58.23% | |
| 24 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.70% | -0.38% | +0.68% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.27% | -8.28% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.01% | -3.10% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.02% | -1.46% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.02% | +11.53% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.11% | -1.26% | |
| 30 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.64% | +0.15% | +0.00% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.21% | +4.11% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.57% | -0.25% | +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% | +0.01% | +0.77% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | +0.01% | +1.91% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.55% | +0.31% | +90.76% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.08% | +6.62% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.03% | +1.25% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | -0.01% | +0.02% | |
| 40 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.52% | +0.02% | -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% | -0.06% | +153.75% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.49% | -0.02% | -0.07% | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.48% | -0.02% | +2.31% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.48% | — | +0.53% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.18% | +0.60% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.43% | +0.04% | +27.95% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.43% | -0.01% | +4.86% | |
| 49 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.40% | +0.03% | +3.67% | |
| 50 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.39% | -0.13% | -1.66% |
| # | 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 09-01-25Bond | Nextera Energy Inc | — | EXIT | Sold out |
| 49 | FEZ | State Street Spdr Euro Stoxx | — | NEW | New buy |
| 50 | NEE 7.299 06-01-27Bond | Nextera Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Meridian Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.2B across 707 disclosed positions in Q3 2025.
During Q3 2025, Meridian Wealth Management, LLC's top holdings by market value included NVDA (5.4%)、AAPL (3.9%)、QQQ (3.8%). The largest single position, NVDA, represented 5.4% of total portfolio value.
In Q3 2025, Meridian Wealth Management, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 18 holdings, and fully liquidating 2 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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