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CIK: 0001697300
Total reported value
$3.2B
$3.2B
772 檔
16.4%
During the Q1 2026 filing period, Meridian Wealth Management, LLC (CIK: 0001697300) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.2B across 772 reported positions.
In Q1 2026, Meridian Wealth Management, LLC displayed an active expansion posture, initiating 25 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 772 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.83% | -0.32% | -1.81% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 4.08% | -1.36% | +1.19% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.77% | +0.01% | -1.46% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.39% | +0.47% | +2.83% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.68% | -0.09% | -4.47% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.57% | -0.19% | +23.65% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.29% | -0.98% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.12% | -5.16% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | -0.02% | -1.95% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.16% | +0.16% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.32% | +4.58% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.29% | -0.60% | +17.44% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.13% | +6.24% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -0.01% | +0.49% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | +0.08% | -1.75% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.08% | -4.05% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.97% | +0.09% | +0.13% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.97% | +0.31% | +23.72% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | — | -1.14% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.91% | +0.03% | +2.37% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.90% | +0.03% | +2.61% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.27% | -9.65% | |
| 23 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 0.77% | -0.04% | +2.77% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.21% | +5.41% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.72% | -0.06% | +2.07% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.01% | +9.98% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.67% | -0.32% | -2.75% | |
| 28 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.67% | +0.15% | +7.02% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.11% | -1.88% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.02% | +0.89% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.02% | +1.60% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.58% | — | +2.95% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.82% | +27.07% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.57% | +1.08% | +606.31% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.18% | -0.01% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.55% | -0.25% | -0.42% | |
| 37 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.52% | -0.38% | -9.67% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.51% | — | +1.90% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.03% | +0.76% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | -0.01% | +0.50% | |
| 41 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-Large Cap & Growth | 0.50% | -0.22% | — | |
| 42 | SLV | Ishares Silver Trust | ETF-Commodities | 0.49% | -0.16% | +13.05% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.49% | -0.20% | -1.27% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.01% | -3.71% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.06% | +6.52% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.48% | -0.02% | +2.27% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | +0.04% | +9.09% | |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.47% | -0.02% | +2.24% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.01% | +2.18% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.11% | +0.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.2% | +1.19% | Add |
| 2 | MU | Micron Technology Inc | +0.5% | +606.31% | Add |
| 3 | RDVY | First Trust Rising Dividend | +0.3% | +2051.41% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +23.65% | Add |
| 5 | GLD | Spdr Gold Shares | +0.3% | +17.44% | Add |
| 6 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +297.00% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +23.72% | Add |
| 8 | CVX | Chevron CORP | +0.1% | -0.01% | Trim |
| 9 | XLV | Ss Health Care Select Sector | +0.1% | +90.78% | Add |
| 10 | BE | Bloom Energy Corp- A | +0.1% | +290.97% | Add |
| 11 | WMT | Walmart Inc | +0.1% | +5.41% | Add |
| 12 | ASML | ASML Holding N.V. | +0.1% | +25.82% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | +27.07% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +6.52% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -9.65% | Trim |
| 16 | SLV | Ishares Silver Trust | +0.1% | +13.05% | Add |
| 17 | KLAC | Kla CORP | +0.1% | -1.27% | Trim |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +29.22% | Add |
| 19 | IWM | Ishares Russell 2000 ETF | +0.1% | +50.27% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | -1.88% | Trim |
| 21 | GEV | GE Vernova Inc | +0.1% | +2.80% | Add |
| 22 | ACIO | Aptus Collared Invest Opp | +0.1% | +73.11% | Add |
| 23 | XME | Ss Spdr S&p Metals Mining | +0.1% | +48.50% | Add |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | +4.58% | Add |
| 25 | VRT | Vertiv Holdings Co-a | +0.1% | +31.77% | Add |
| 26 | DUK | Duke Energy CORP | +0.1% | +58.03% | Add |
| 27 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +422.83% | Add |
| 28 | XLE | Ss Energy Select Sector | +0.1% | +1.47% | Add |
| 29 | SOXQ | Invesco Phlx Semiconductor | 0% | +62.53% | Add |
| 30 | IDMO | Invesco S&p International De | 0% | +18.96% | Add |
| 31 | VTV | Vanguard Value ETF | 0% | +2.37% | Add |
| 32 | IEFA | Ishares Core Msci Eafe ETF | 0% | +9.09% | Add |
| 33 | XLK | Ss Technology Select Sector | 0% | +62.01% | Add |
| 34 | DE | Deere & Co | 0% | -2.53% | Trim |
| 35 | UPS | United Parcel Service-cl B | 0% | +88.48% | Add |
| 36 | KYN | Kayne Anderson Energy Infra | 0% | +4.25% | Add |
| 37 | WFC | Wells Fargo & Co | 0% | +106.54% | Add |
| 38 | FE | Firstenergy CORP | 0% | +6.98% | Add |
| 39 | PFF | Ishares Preferred & Income S | 0% | +104.61% | Add |
| 40 | MRK | Merck & Co. Inc. | 0% | -1.50% | Trim |
| 41 | RSP | Invesco S&p 500 Equal Weight | 0% | +36.91% | Add |
| 42 | VOO | Vanguard S&P 500 ETF | 0% | +9900.00% | Add |
| 43 | VOO | Vanguard S&p 500 ETF | 0% | +9.98% | Add |
| 44 | DFAI | Dimensional International Co | 0% | +70.54% | Add |
| 45 | VBR | Vanguard Small-cap Value ETF | 0% | +2.95% | Add |
| 46 | LVHI | Franklin International Low V | 0% | +9.58% | Add |
| 47 | AMAT | Applied Materials Inc | 0% | -3.47% | Trim |
| 48 | GDX | Vaneck Gold Miners ETF | 0% | -0.50% | Trim |
| 49 | PFE | Pfizer Inc | 0% | +23.51% | Add |
| 50 | MRVL | Marvell Technology Inc | 0% | +8.13% | Add |
According to official SEC Form 13F filings, Meridian Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.2B across 772 disclosed positions in Q1 2026.
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, XOM, AAPL) accounted for 16.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
Spdr S&P 500 Etf Tr Put Option
市值: $14.2M
Top Position Liquidated / Trimmed
XMMO
前期市值: $2.3M
During Q1 2026, Meridian Wealth Management, LLC's top holdings by market value included NVDA (4.8%)、XOM (4.1%)、AAPL (3.8%). The largest single position, NVDA, represented 4.8% of total portfolio value.
In Q1 2026, Meridian Wealth Management, LLC made 200 total portfolio adjustments, initiating 25 new buys, adding to 91 positions, trimming 77 holdings, and fully liquidating 7 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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