Meridian Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1697300 · latest 13F-HR filed 2026-05-06
Meridian Wealth Management, LLC manages $2.85B in 13F-reported U.S. long-equity assets across 782 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (4.82%), XOM (4.08%), AAPL (3.77%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 67 new positions, exited 57, added to 264, and trimmed 231.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.85B
Long-equity book
782
Distinct positions
2026-03-31
Filed 2026-05-06
+67 / −57 / ↑264 / ↓231
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$34.7M +42.7%
- MICRON TECHNOLOGY INC$14.3M +736.1%
- FIRST TR EXCHANGE TRADED FD$8.5M +2014.6%
- SPDR GOLD TR$7.9M +27.5%
- ISHARES TR$7.7M +301.0%
Top Trims
- ROBINHOOD MKTS INC-$22.8M -96.9%
- MICROSOFT CORP-$20.0M -24.2%
- NVIDIA CORPORATION-$12.4M -8.3%
- AMAZON COM INC-$12.2M -13.8%
- APPLE INC-$9.3M -8.0%
New Positions
- ADVISORS INNER CIRCLE FD III$2.4M
- CANADIAN NAT RES LTD MED TER$2.3M
- ISHARES TR$1.8M
- ADVANCED DRAIN SYS INC DEL$1.8M
- EA SERIES TRUST$1.7M
Exited Positions
- INVESCO EXCHANGE TRADED FD T$2.3M
- INNODATA INC$2.1M
- ASTRAZENECA PLC$1.4M
- LISTED FDS TR$594.2K
- ZSCALER INC$552.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $137.2M | 4.82% | 786,947 | SH |
| 2 | EXXON MOBIL CORP | XOM | 30231G102 | $116.1M | 4.08% | 684,549 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $107.2M | 3.77% | 422,545 | SH |
| 4 | INVESCO QQQ TR | QQQ | 46090E103 | $96.4M | 3.39% | 167,058 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $76.4M | 2.68% | 366,672 | SH |
| 6 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $65.6M | 2.30% | 100,803 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $62.7M | 2.20% | 169,280 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $57.7M | 2.02% | 200,519 | SH |
| 9 | JPMORGAN CHASE & CO | JPM | 46625H100 | $56.8M | 1.99% | 193,088 | SH |
| 10 | BROADCOM INC | AVGO | 11135F101 | $41.1M | 1.44% | 132,838 | SH |
| 11 | META PLATFORMS INC | META | 30303M102 | $37.6M | 1.32% | 65,645 | SH |
| 12 | SPDR GOLD TR | GLD | 78463V107 | $36.7M | 1.29% | 85,389 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $36.1M | 1.27% | 75,396 | SH |
| 14 | ISHARES TR | IVV | 464287200 | $29.7M | 1.04% | 45,451 | SH |
| 15 | VANGUARD INDEX FDS | VUG | 922908736 | $28.6M | 1.00% | 65,289 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $27.7M | 0.97% | 96,544 | SH |
| 17 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $27.7M | 0.97% | 246,978 | SH |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $27.6M | 0.97% | 81,620 | SH |
| 19 | TESLA INC | TSLA | 88160R101 | $26.5M | 0.93% | 71,195 | SH |
| 20 | VANGUARD INDEX FDS | VTV | 922908744 | $26.0M | 0.91% | 132,533 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $25.5M | 0.90% | 876,273 | SH |
| 22 | CATERPILLAR INC | CAT | 149123101 | $23.2M | 0.82% | 32,776 | SH |
| 23 | ALPS ETF TR | SMTH | 00162Q346 | $22.0M | 0.77% | 855,270 | SH |
| 24 | WALMART INC | WMT | 931142103 | $21.6M | 0.76% | 173,985 | SH |
| 25 | VANGUARD BD INDEX FDS | BND | 921937835 | $20.4M | 0.72% | 277,700 | SH |
| 26 | VANGUARD INDEX FDS | VOO | 922908363 | $19.6M | 0.69% | 32,764 | SH |
| 27 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $19.1M | 0.67% | 130,559 | SH |
| 28 | AERCAP HOLDINGS NV | AER | N00985106 | $19.0M | 0.67% | 138,276 | SH |
| 29 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $18.0M | 0.63% | 18,063 | SH |
| 30 | VANGUARD INDEX FDS | VTI | 922908769 | $17.7M | 0.62% | 55,047 | SH |
| 31 | ABBVIE INC | ABBV | 00287Y109 | $16.6M | 0.58% | 76,404 | SH |
| 32 | VANGUARD INDEX FDS | VBR | 922908611 | $16.5M | 0.58% | 75,953 | SH |
| 33 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $16.2M | 0.57% | 79,803 | SH |
| 34 | MICRON TECHNOLOGY INC | MU | 595112103 | $16.2M | 0.57% | 48,008 | SH |
| 35 | CHEVRON CORPORATION | CVX | 166764100 | $16.1M | 0.56% | 77,691 | SH |
| 36 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $15.6M | 0.55% | 33,870 | SH |
| 37 | SHOPIFY INC | SHOP | 82509L107 | $14.7M | 0.52% | 123,830 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $14.6M | 0.51% | 587,923 | SH |
| 39 | SPDR SERIES TRUST | SPYV | 78464A508 | $14.4M | 0.51% | 255,324 | SH |
| 40 | ISHARES TR | IJH | 464287507 | $14.4M | 0.50% | 212,780 | SH |
| 41 | ISHARES SILVER TR | SLV | 46428Q109 | $14.0M | 0.49% | 205,248 | SH |
| 42 | KLA CORP | KLAC | 482480100 | $13.9M | 0.49% | 9,456 | SH |
| 43 | STATE STR SPDR S&P 500 ETF T Put | XCNY | 78462F953 | $13.9M | 0.49% | 30,700 | SH |
| 44 | SPDR SERIES TRUST | SPYM | 78464A854 | $13.8M | 0.48% | 180,158 | SH |
| 45 | JOHNSON & JOHNSON | JNJ | 478160104 | $13.8M | 0.48% | 56,350 | SH |
| 46 | ISHARES TR | DGRO | 46434V621 | $13.6M | 0.48% | 193,078 | SH |
| 47 | ISHARES TR | IEFA | 46432F842 | $13.4M | 0.47% | 148,237 | SH |
| 48 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $13.3M | 0.47% | 392,738 | SH |
| 49 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $13.1M | 0.46% | 53,785 | SH |
| 50 | ELI LILLY & CO | LLY | 532457108 | $12.7M | 0.45% | 13,836 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $2.85B | 782 | 0001697300-26-000004 |
| 2025-12-31 | 2026-02-04 | $2.84B | 771 | 0001697300-26-000002 |