Top Institutional Investors

Meridian Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1697300 · latest 13F-HR filed 2026-11-05

Backtest portfolio

Meridian Wealth Management, LLC manages $3.35B in 13F-reported U.S. long-equity assets across 785 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (5.11%), AAPL (4.11%), QQQ (3.69%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 32 new positions and exited 74; 214 existing positions rose in reported value and 278 fell.

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.

Loading holdings…
AUM
$3.35B

Long-equity book

Holdings
785

Distinct positions

Period
2026-09-30

Filed 2026-11-05

Q/Q Activity
+32 / −74 / ↑214 / ↓278

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA5.1% · +3%AAPL4.1% · -2%QQQ3.7% · -2%XOM3.0% · -5%AMZN2.6% · -1%MSFT2.6% · +0%SPY2.3% · -2%GOOGL2.2% · +11%JPM1.7% · -11%AVGO1.5% · +5%MU1.5% · +1%AMD1.4% · -2%META1.3% · +7%TSM1.2% · +0%GOOG1.2% · +18%VUG1.1% · +1%IVV1.0% · +1%SPMO1.0% · +3%SCHG1.0% · -0%BRK.B0.9% · -15%VTV0.9% · +1%CAT0.8% · +1%AER0.8% · 0%TSLA0.8% · +1%SMTH0.7% · +8%VOO0.7% · +1%VTI0.6% · +3%BND0.6% · +4%GEV0.6% · +197%ABBV0.6% · +4%VBR0.6% · +3%GLD0.6% · -19%LLY0.5% · +4%IEFA0.5% · +6%SCHF0.5% · +2%SPYM0.5% · +4%PLTR0.5% · -10%COST0.5% · -2%WMT0.5% · -2%CVX0.5% · -0%BUFR0.5% · +1%SPYV0.5% · -3%IJH0.4% · +1%DGRO0.4% · +1%SOXX0.4% · -4%BE0.4% · +68%IDMO0.4% · +4%CRWD0.4% · +295%SCHB0.4% · -0%SNDK0.4% · +1040%AUSF0.4% · +6%IBM0.4% · +3%JNJ0.4% · -13%PANW0.4% · -18%XSMO0.4% · +4%IWR0.4% · +4%ASML0.4% · +5%HD0.3% · +2%SYBT0.3% · -10%SLV0.3% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 28.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$4.98B
Discretionary
$4.83B
Employees
67
Accounts
12,298
Address
100 W MAIN STREET
SUITE 450
LEXINGTON, KY 40507
Phone
(859) 543-4516
Website
This firm reports 2 disclosure items on its registration.
Name Title / Status Ownership Type
COOPER, BARRY, D ControlCHIEF OPERATIONS OFFICER
since Mar 2026
Less than 5%Individual
COUCH, GREGORY, WAYNE ControlFOUNDER, PRESIDENT AND CHIEF EXECUTIVE OFFICER
since Aug 2009
Less than 5%Individual
Coward, Brycen, Noel ControlCHIEF INVESTMENT OFFICER
since Mar 2026
Less than 5%Individual
MWM INVESTMENT HOLDINGS, LLC ControlMEMBER
since Jun 2025
75% or moreDomestic Entity
PAGANO, MALLORY, Z.D. ControlGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
since Sep 2024
Less than 5%Individual
COUCH, GREGORY, WAYNE Control
Indirect owner via MWM LEGACY, LLC
MANAGING MEMBER
since Jun 2025
75% or moreIndividual
MWM LEGACY, LLC Control
Indirect owner via MWM INVESTMENT HOLDINGS, LLC
MANAGING MEMBER
since Jun 2025
75% or moreDomestic Entity
Ownership & leadership changes · 10 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2026 filing
  • No longer listedCOUCH, TIMOTHY, SCOTT · MEMBER · 5–10% · listed since Aug 2009
  • No longer listedDAWAHARE, STEPHEN, D. · MANAGING MEMBER · 75% or more · indirect via IVISIONARY DIVERSIFIED HOLDINGS LLC · control person · listed since Jul 2013
  • No longer listedFERNANDEZ, NATALIE, ANN · PRESIDENT · Less than 5% · control person · listed since Mar 2021
  • No longer listedIVISIONARY DIVERSIFIED HOLDINGS LLC · MEMBER · 10–25% · listed since Nov 2017
  • AddedCOUCH, GREGORY, WAYNE · MANAGING MEMBER · 75% or more · indirect via MWM LEGACY, LLC · control person
  • AddedCoward, Brycen, Noel · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • AddedMWM INVESTMENT HOLDINGS, LLC · MEMBER · 75% or more · control person
  • AddedMWM LEGACY, LLC · MANAGING MEMBER · 75% or more · indirect via MWM INVESTMENT HOLDINGS, LLC · control person
  • ChangedCOOPER, BARRY, D · title MEMBER AND PARTNER → CHIEF OPERATIONS OFFICER
  • ChangedCOUCH, GREGORY, WAYNE · title MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER → FOUNDER, PRESIDENT AND CHIEF EXECUTIVE OFFICER; ownership 75% or more → Less than 5%
Mar 30, 2025 filing
  • Listed againFERNANDEZ, NATALIE, ANN · PRESIDENT · Less than 5% · control person
Sep 27, 2024 filing
  • No longer listedFERNANDEZ, NATALIE, ANN · PRESIDENT · Less than 5% · listed since Mar 2021
  • No longer listedNORDEN, CHARLES, ANDREW · CHIEF OPERATING OFFICER · Less than 5% · listed since Mar 2021
  • AddedCOOPER, BARRY, D · MEMBER AND PARTNER · Less than 5% · control person
  • ChangedCOUCH, GREGORY, WAYNE · title MANAGING MEMBER/CHIEF EXECUTIVE OFFICER → MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER
  • ChangedPAGANO, MALLORY, Z.D. · title CHIEF COMPLIANCE OFFICER → GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER; now a control person
May 22, 2024 filing
  • No longer listedVEENSTRA, JILL, ANNE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2023
  • AddedPAGANO, MALLORY, Z.D. · CHIEF COMPLIANCE OFFICER · Less than 5%
Jul 31, 2023 filing
  • No longer listedSHAVER, LEILA, MEHRIZI · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Sep 2022
  • AddedVEENSTRA, JILL, ANNE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Sep 8, 2022 filing
  • No longer listedDILLMAN, NIKI, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since May 2019
  • AddedSHAVER, LEILA, MEHRIZI · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 25, 2021 filing
  • AddedFERNANDEZ, NATALIE, ANN · PRESIDENT · Less than 5%
  • AddedNORDEN, CHARLES, ANDREW · CHIEF OPERATING OFFICER · Less than 5%
  • ChangedCOUCH, GREGORY, WAYNE · title MANAGING MEMBER → MANAGING MEMBER/CHIEF EXECUTIVE OFFICER
  • ChangedDILLMAN, NIKI, MARIE · title CHIEF COMPLIANCE OFFICER/DIRECTOR OF MARKETING → CHIEF COMPLIANCE OFFICER
Mar 26, 2020 filing
  • ChangedCOUCH, GREGORY, WAYNE · ownership 50–75% → 75% or more
  • ChangedCOUCH, TIMOTHY, SCOTT · ownership 10–25% → 5–10%
May 15, 2019 filing
  • AddedDILLMAN, NIKI, MARIE · CHIEF COMPLIANCE OFFICER/DIRECTOR OF MARKETING · Less than 5%
  • ChangedCOUCH, GREGORY, WAYNE · title MANAGING MEMBER/CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Mar 28, 2018 filing
  • AddedDAWAHARE, STEPHEN, D. · MANAGING MEMBER · 75% or more · indirect via IVISIONARY DIVERSIFIED HOLDINGS LLC · control person
  • AddedIVISIONARY DIVERSIFIED HOLDINGS LLC · MEMBER · 10–25%
  • ChangedCOUCH, GREGORY, WAYNE · ownership 75% or more → 50–75%
  • ChangedCOUCH, TIMOTHY, SCOTT · title SHAREHOLDER → MEMBER
Older changes (1 more filing)
Mar 30, 2012 filing (earliest on record)
  • ListedCOUCH, GREGORY, WAYNE · MANAGING MEMBER/CHIEF COMPLIANCE OFFICER · 75% or more · control person
  • ListedCOUCH, TIMOTHY, SCOTT · SHAREHOLDER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 214 →

Top Trims

Show all 278 →

New Positions

Show all 32 →

Exited Positions

Show all 74 →

Meridian Wealth Management, LLC Holdings (2026-09-30)

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 $171.5M 5.11% 750,796 SH
2 APPLE INC AAPL 037833100 $137.8M 4.11% 413,696 SH
3 INVESCO QQQ TR QQQ 46090E103 $123.9M 3.69% 167,437 SH
4 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $99.4M 2.96% 610,693 SH
5 AMAZON COM INC AMZN 023135106 $86.8M 2.59% 348,413 SH
6 MICROSOFT CORP MSFT 594918104 $85.7M 2.55% 166,993 SH
7 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $76.5M 2.28% 100,358 SH
8 ALPHABET INC GOOGL 02079K305 $74.4M 2.22% 216,261 SH
9 JPMORGAN CHASE & CO JPM 46625H100 $57.8M 1.72% 174,817 SH
10 BROADCOM INC AVGO 11135F101 $50.3M 1.50% 143,201 SH
11 MICRON TECHNOLOGY INC MU 595112103 $50.0M 1.49% 46,937 SH
12 ADVANCED MICRO DEVICES INC AMD 007903107 $46.6M 1.39% 76,179 SH
13 META PLATFORMS INC META 30303M102 $44.6M 1.33% 61,458 SH
14 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $39.8M 1.19% 87,296 SH
15 ALPHABET INC GOOG 02079K107 $38.8M 1.16% 113,933 SH
16 VANGUARD INDEX FDS VUG 922908736 $37.1M 1.11% 403,112 SH
17 ISHARES TR IVV 464287200 $34.7M 1.03% 45,400 SH
18 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $33.4M 1.00% 220,572 SH
19 SCHWAB STRATEGIC TR SCHG 808524300 $31.8M 0.95% 885,603 SH
20 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $31.4M 0.94% 63,111 SH
21 VANGUARD INDEX FDS VTV 922908744 $30.7M 0.91% 142,266 SH
22 CATERPILLAR INC CAT 149123101 $27.1M 0.81% 33,427 SH
23 AERCAP HOLDINGS NV AER N00985106 $26.3M 0.79% 183,574 SH
24 TESLA INC TSLA 88160R101 $25.7M 0.77% 72,571 SH
25 ALPS ETF TR SMTH 00162Q346 $24.4M 0.73% 993,088 SH
26 VANGUARD INDEX FDS VOO 922908363 $23.0M 0.68% 32,782 SH
27 VANGUARD INDEX FDS VTI 922908769 $21.7M 0.65% 57,938 SH
28 VANGUARD BD INDEX FDS BND 921937835 $21.4M 0.64% 304,688 SH
29 GE VERNOVA INC GEV 36828A101 $21.0M 0.63% 22,097 SH
30 ABBVIE INC ABBV 00287Y109 $20.9M 0.62% 80,071 SH
31 VANGUARD INDEX FDS VBR 922908611 $18.6M 0.56% 80,586 SH
32 SPDR GOLD TR GLD 78463V107 $18.6M 0.55% 48,852 SH
33 ELI LILLY & CO LLY 532457108 $18.1M 0.54% 15,680 SH
34 ISHARES TR IEFA 46432F842 $17.7M 0.53% 182,801 SH
35 SCHWAB STRATEGIC TR SCHF 808524805 $16.6M 0.49% 602,897 SH
36 SPDR SERIES TRUST SPYM 78464A854 $16.4M 0.49% 182,424 SH
37 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $16.2M 0.48% 86,640 SH
38 COSTCO WHOLESALE CORPORATION COST 22160K105 $16.2M 0.48% 17,796 SH
39 WALMART INC WMT 931142103 $16.1M 0.48% 155,212 SH
40 CHEVRON CORPORATION CVX 166764100 $15.3M 0.46% 74,834 SH
41 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $15.3M 0.45% 407,060 SH
42 SPDR SERIES TRUST SPYV 78464A508 $15.2M 0.45% 248,133 SH
43 ISHARES TR IJH 464287507 $15.0M 0.45% 208,094 SH
44 ISHARES TR DGRO 46434V621 $14.9M 0.44% 197,148 SH
45 ISHARES TR SOXX 464287523 $14.6M 0.43% 25,608 SH
46 BLOOM ENERGY CORP BE 093712107 $14.3M 0.43% 51,680 SH
47 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $14.0M 0.42% 229,240 SH
48 CROWDSTRIKE HLDGS INC CRWD 22788C105 $13.9M 0.41% 52,339 SH
49 SCHWAB STRATEGIC TR SCHB 808524102 $13.8M 0.41% 470,460 SH
50 SANDISK CORP SNDK 80004C200 $13.8M 0.41% 7,908 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-05 $3.35B 785 0001697300-26-000012
2026-06-30 2026-08-05 $3.25B 837 0001697300-26-000010
2026-03-31 2026-05-06 $2.85B 782 0001697300-26-000004
2025-12-31 2026-02-04 $2.84B 771 0001697300-26-000002
Filer Information
Address
100 W. MAIN STREET, SUITE 450
LEXINGTON, KY 40507
Phone
(859) 543-4516
Filing Manager
Meridian Wealth Management, LLC
LEXINGTON, KY
Signatory
Haley Sanchez
Compliance Associate