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CIK: 0001697300
Total reported value
$3.2B
$3.2B
752 檔
16.6%
At the close of Q4 2025, Meridian Wealth Management, LLC disclosed equity holdings valued at approximately $3.2B, spread across 752 reported holdings.
In Q4 2025, Meridian Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 752 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.27% | -0.32% | +5.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.10% | +0.01% | +6.72% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.51% | +0.47% | -0.91% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | -0.09% | +15.44% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.29% | +4.14% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.87% | -1.36% | -1.51% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.12% | +34.17% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.29% | -0.19% | +3.36% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | -0.02% | +0.63% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.16% | +5.65% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | -0.32% | +99.48% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.13% | +3.43% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.14% | +0.08% | -3.85% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | — | +15.72% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.08% | -2.14% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | -0.01% | -1.17% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.04% | +0.09% | +1.29% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.01% | -0.60% | +14.15% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.98% | +0.03% | +3.18% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | +0.03% | +2.64% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.84% | -0.32% | +9.59% | |
| 22 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.83% | — | -10.30% | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.78% | -0.38% | +10.84% | |
| 24 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 0.76% | -0.04% | — | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.73% | +0.27% | -4.44% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | -0.06% | -44.00% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.71% | +0.31% | +27.94% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.68% | -0.25% | +2.02% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.01% | +3.48% | |
| 30 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.65% | +0.15% | -5.75% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.21% | +7.27% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.02% | +4.61% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.02% | -0.59% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.11% | +0.78% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | — | +4.42% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | +0.01% | +1.08% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.01% | +69.07% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.11% | +24.12% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.03% | -0.42% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | -0.01% | +1.10% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | — | +2.60% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.47% | +0.82% | +123.00% | |
| 43 | AUSF | Global X Adaptive US Factor | ETF-Other | 0.47% | -0.06% | +4.08% | |
| 44 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.46% | -0.02% | +2.30% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.46% | -0.02% | -0.02% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | +0.01% | +1.78% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.43% | — | -3.78% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.43% | +0.04% | +5.58% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.18% | -1.41% | |
| 50 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.42% | +0.02% | +26.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | +34.17% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.6% | +99.48% | Add |
| 3 | AMZN | Amazon.com Inc | +0.3% | +15.44% | Add |
| 4 | AMD | Advanced Micro Devices | +0.3% | +123.00% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +69.07% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +24.12% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +6.72% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +27.94% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -2.14% | Trim |
| 10 | GLD | Spdr Gold Shares | +0.1% | +14.15% | Add |
| 11 | FISV | Fiserv Inc | +0.1% | +2632.90% | Add |
| 12 | ISRG | Intuitive Surgical Inc | +0.1% | +2.02% | Add |
| 13 | TFLO | Ishares Treasury Floating Ra | +0.1% | +76.10% | Add |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +49.68% | Add |
| 15 | APH | Amphenol Corp-cl A | +0.1% | +773.50% | Add |
| 16 | SLV | Ishares Silver Trust | +0.1% | -4.94% | Trim |
| 17 | ASML | ASML Holding N.V. | +0.1% | +86.05% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +15.72% | Add |
| 19 | SHOP | Shopify Inc - Class A | +0.1% | +10.84% | Add |
| 20 | NET | Cloudflare Inc - Class A | +0.1% | +188.26% | Add |
| 21 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +26.76% | Add |
| 22 | CAT | Caterpillar Inc | 0% | -4.44% | Trim |
| 23 | WMT | Walmart Inc | 0% | +7.27% | Add |
| 24 | AVGO | Broadcom Inc | 0% | +5.65% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +3.36% | Add |
| 26 | GSBD | Goldman Sachs Bdc Inc | -0.1% | -60.47% | Trim |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -1.51% | Trim |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -28.74% | Trim |
| 29 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | -0.1% | -25.56% | Trim |
| 30 | ORCL | Oracle CORP | -0.1% | +19.27% | Add |
| 31 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -50.67% | Trim |
| 32 | NVDA | Nvidia CORP | -0.2% | +5.59% | Add |
| 33 | CIBR | First Trust Nasdaq Cybersecu | -0.2% | -95.36% | Trim |
| 34 | SPHY | Ss Spdr P High Yield ETF | -0.2% | -88.38% | Trim |
| 35 | RDDT | Reddit Inc-cl A | -0.2% | -33.80% | Trim |
| 36 | MSFT | Microsoft CORP | -0.4% | +4.14% | Add |
| 37 | GOVT | Ishares US Treasury Bond ETF | -0.4% | -82.31% | Trim |
| 38 | HOOD | Robinhood Markets Inc - A | -0.4% | -10.30% | Trim |
| 39 | BND | Vanguard Total Bond Market | -0.7% | -44.00% | Trim |
| 40 | SMTH | Alps Smth Cor Bd Plus ETF | — | NEW | New buy |
| 41 | XFIV | Bondbloxx Bbg 5 Yr US Treas | — | NEW | New buy |
| 42 | CDX | Simplify High Yield ETF | — | NEW | New buy |
| 43 | JMBS | Janus Henderson Mortg Backed | — | NEW | New buy |
| 44 | AMSC | American Superconductor CORP | — | EXIT | Sold out |
| 45 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 46 | UL | Unilever PLC | — | EXIT | Sold out |
| 47 | DRI | Darden Restaurants Inc | — | NEW | New buy |
| 48 | ACIO | Aptus Collared Invest Opp | — | NEW | New buy |
| 49 | OWL | Blue Owl Capital Inc | — | EXIT | Sold out |
| 50 | CFG | Citizens Financial Group | — | 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 752 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, QQQ) accounted for 16.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SMTH
市值: $21.7M
Top Position Liquidated / Trimmed
AMSC
前期市值: $5.4M
During Q4 2025, Meridian Wealth Management, LLC's top holdings by market value included NVDA (5.3%)、AAPL (4.1%)、QQQ (3.5%). The largest single position, NVDA, represented 5.3% of total portfolio value.
In Q4 2025, Meridian Wealth Management, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 3 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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