Meridian Wealth Management, LLC — Q4 2025 13F Holdings

Name: Meridian Wealth Management, LLC — 13F Holdings, Q4 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 752 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	5.27%	-0.44%	+5.59%
2	AAPL	Apple INC	Stock-Tech	4.10%	-0.33%	+6.72%
3	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	3.51%	-0.12%	-0.91%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	3.12%	-0.44%	+15.44%
5	MSFT	Microsoft CORP	Stock-Tech	2.91%	-0.71%	+4.14%
6	XOM	Exxon Mobil CORP	Stock-Energy	2.87%	+1.21%	-1.51%
7	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.33%	-0.31%	+34.17%
8	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.29%	+0.28%	+3.36%
9	JPM	Jpmorgan Chase & Co	Stock-Financials	2.23%	-0.24%	+0.63%
10	AVGO	Broadcom INC	Stock-Tech	1.62%	-0.18%	+5.65%
11	META	Meta Platforms Inc-class A	Stock-Comm Services	1.46%	-0.14%	+99.48%
12	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.27%	—	+3.43%
13	VUG	Vanguard Growth ETF	ETF-Other	1.14%	-0.14%	-3.85%
14	TSLA	Tesla INC	Stock-Consumer Disc	1.14%	-0.21%	+15.72%
15	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.11%	-0.14%	-2.14%
16	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.10%	—	-1.17%
17	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	1.04%	—	+1.29%
18	GLD	Spdr Gold Shares	ETF-Commodities	1.01%	+0.28%	+14.15%
19	SCHG	Schwab US Large-cap Growth	ETF-Other	0.98%	-0.08%	+3.18%
20	VTV	Vanguard Value ETF	ETF-Other	0.87%	—	+2.64%
21	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.84%	-0.17%	+9.59%
22	HOOD	Robinhood Markets INC - A	Stock-Financials	0.83%	-0.80%	-10.30%
23	SHOP	Shopify INC - Class A	Stock-Tech	0.78%	-0.26%	+10.84%
24	SMTH	Alps Smth Cor Bd Plus ETF	ETF-Other	0.76%	—	—
25	CAT	Caterpillar INC	Stock-Industrials	0.73%	+0.09%	-4.44%
26	BND	Vanguard Total Bond Market	ETF-Other	0.71%	—	-44.00%
27	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.71%	+0.26%	+27.94%
28	ISRG	Intuitive Surgical INC	Stock-Healthcare	0.68%	-0.13%	+2.02%
29	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.66%	—	+3.48%
30	AER	AerCap Holdings N.V.	Stock-Industrials	0.65%	—	-5.75%
31	WMT	Walmart INC	Stock-Consumer Staples	0.65%	+0.11%	+7.27%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.64%	—	+4.61%
33	ABBV	Abbvie INC	Stock-Healthcare	0.60%	—	-0.59%
34	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.56%	—	+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%	-0.09%	+1.08%
37	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.53%	—	+69.07%
38	LLY	Eli Lilly & Co	Stock-Healthcare	0.52%	—	+24.12%
39	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.51%	—	-0.42%
40	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.49%	—	+1.10%
41	SCHF	Schwab Intl Equity ETF	ETF-Other	0.49%	—	+2.60%
42	AMD	Advanced Micro Devices	Stock-Tech	0.47%	+0.10%	+123.00%
43	AUSF	Global X Adaptive US Factor	ETF-Other	0.47%	—	+4.08%
44	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	0.46%	—	+2.30%
45	DGRO	Ishares Core Dividend Growth	ETF-Other	0.46%	—	-0.02%
46	HD	Home Depot INC	Stock-Consumer Disc	0.44%	—	+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%	—	+5.58%
49	CVX	Chevron CORP	Stock-Energy	0.42%	+0.14%	-1.41%
50	XSMO	Invesco S&p Smallcap Momentu	ETF-Other	0.42%	—	+26.76%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Meridian Wealth Management, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	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