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Meridian Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1697300 · latest 13F-HR filed 2026-08-05

Backtest portfolio

Meridian Wealth Management, LLC manages $3.25B in 13F-reported U.S. long-equity assets across 837 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (4.49%), QQQ (3.86%), AAPL (3.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 96 new positions, exited 49, added to 411, and trimmed 157.

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.

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
Loading holdings…
AUM

$3.25B

Long-equity book

Holdings

837

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+96 / −49 / ↑411 / ↓157

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$37.5M +231.0%
  • ADVANCED MICRO DEVICES INC$28.8M +177.4%
  • INVESCO QQQ TR$28.8M +29.8%
  • APPLE INC$15.6M +14.5%
  • TAIWAN SEMICONDUCTOR MANUFAC$14.0M +50.7%
Show all 411 →

Top Trims

  • EXXON MOBIL CORP-$27.9M -24.0%
  • SPDR GOLD TR-$14.5M -39.4%
  • SHOPIFY INC-$10.3M -69.9%
  • PALANTIR TECHNOLOGIES INC-$7.9M -41.2%
  • ISHARES TR-$6.3M -62.9%
Show all 157 →

New Positions

  • INVESCO EXCHANGE TRADED FD T$9.0M
  • BNY MELLON ETF TRUST$7.6M
  • NEBIUS GROUP N.V.$7.1M
  • ROUNDHILL ETF TRUST$4.8M
  • SPACE EXPLORATION TECHN CORP$4.7M
Show all 96 →

Exited Positions

  • S&P GLOBAL INC$2.8M
  • WISDOMTREE TR$2.5M
  • FIDELITY NATL FINL INC$2.1M
  • HONEYWELL INTL INC$1.5M
  • VANECK ETF TRUST$1.4M
Show all 49 →
All Holdings

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 $145.8M 4.49% 728,772 SH
2 INVESCO QQQ TR QQQ 46090E103 $125.2M 3.86% 170,017 SH
3 APPLE INC AAPL 037833100 $122.8M 3.78% 424,395 SH
4 EXXON MOBIL CORP XOM 30231G102 $88.3M 2.72% 645,636 SH
5 AMAZON COM INC AMZN 023135106 $84.0M 2.59% 352,472 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $76.4M 2.35% 102,346 SH
7 ALPHABET INC GOOGL 02079K305 $69.4M 2.14% 194,206 SH
8 JPMORGAN CHASE & CO JPM 46625H100 $64.0M 1.97% 195,616 SH
9 MICROSOFT CORP MSFT 594918104 $62.1M 1.91% 166,473 SH
10 MICRON TECHNOLOGY INC MU 595112103 $53.7M 1.65% 46,508 SH
11 BROADCOM INC AVGO 11135F101 $51.6M 1.59% 136,509 SH
12 ADVANCED MICRO DEVICES INC AMD 007903107 $45.0M 1.39% 77,535 SH
13 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $41.6M 1.28% 87,014 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $37.3M 1.15% 74,514 SH
15 CATERPILLAR INC CAT 149123101 $35.3M 1.09% 33,139 SH
16 VANGUARD INDEX FDS VUG 922908736 $35.2M 1.08% 399,284 SH
17 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $34.5M 1.06% 213,710 SH
18 ALPHABET INC GOOG 02079K107 $34.2M 1.05% 96,830 SH
19 ISHARES TR IVV 464287200 $33.7M 1.04% 45,063 SH
20 META PLATFORMS INC META 30303M102 $32.4M 1.00% 57,460 SH
21 VANGUARD INDEX FDS VTV 922908744 $30.6M 0.94% 140,666 SH
22 TESLA INC TSLA 88160R101 $30.1M 0.93% 71,678 SH
23 SCHWAB STRATEGIC TR SCHG 808524300 $30.1M 0.93% 889,403 SH
24 AERCAP HOLDINGS NV AER N00985106 $26.8M 0.82% 183,574 SH
25 ALPS ETF TR SMTH 00162Q346 $23.8M 0.73% 923,625 SH
26 SPDR GOLD TR GLD 78463V107 $22.3M 0.69% 60,480 SH
27 VANGUARD INDEX FDS VOO 922908363 $22.2M 0.68% 32,325 SH
28 VANGUARD BD INDEX FDS BND 921937835 $21.4M 0.66% 291,941 SH
29 VANGUARD INDEX FDS VTI 922908769 $20.8M 0.64% 56,076 SH
30 ABBVIE INC ABBV 00287Y109 $19.5M 0.60% 77,358 SH
31 VANGUARD INDEX FDS VBR 922908611 $18.9M 0.58% 77,936 SH
32 ELI LILLY & CO LLY 532457108 $18.0M 0.56% 15,030 SH
33 WALMART INC WMT 931142103 $17.9M 0.55% 157,755 SH
34 ISHARES TR SOXX 464287523 $17.1M 0.53% 26,698 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $17.0M 0.52% 18,177 SH
36 ISHARES TR IEFA 46432F842 $16.7M 0.51% 172,923 SH
37 SCHWAB STRATEGIC TR SCHF 808524805 $16.4M 0.51% 592,590 SH
38 ISHARES TR IJH 464287507 $15.9M 0.49% 206,803 SH
39 SPDR SERIES TRUST SPYV 78464A508 $15.5M 0.48% 255,696 SH
40 SPDR SERIES TRUST SPYM 78464A854 $15.4M 0.47% 174,804 SH
41 INTERNATIONAL BUSINESS MACHS IBM 459200101 $15.3M 0.47% 54,546 SH
42 ISHARES TR DGRO 46434V621 $14.8M 0.46% 195,870 SH
43 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $14.7M 0.45% 403,016 SH
44 SCHWAB STRATEGIC TR SCHB 808524102 $13.7M 0.42% 471,477 SH
45 JOHNSON & JOHNSON JNJ 478160104 $13.6M 0.42% 53,587 SH
46 HOME DEPOT INC HD 437076102 $13.5M 0.41% 38,157 SH
47 INVESCO EXCHANGE TRADED FD T XSMO 46137V498 $13.4M 0.41% 142,592 SH
48 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $13.3M 0.41% 220,360 SH
49 PALO ALTO NETWORKS INC PANW 697435105 $12.7M 0.39% 37,279 SH
50 CHEVRON CORPORATION CVX 166764100 $12.5M 0.38% 75,174 SH
Filing History
Period Filed AUM Holdings Accession
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