Q2 2026 13F · SEC CIK 1697300

Meridian Wealth Management, LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.2B
Reported positions: 809
Top holdings a year, 3 yrs: +21.8%
Assets under management: $5.0B

Meridian Wealth Management, LLC is a wealth manager that reported 809 positions worth $3.2B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Nvidia Corporation Com (NVDA, 4.5%), Invesco Qqq Tr (QQQ, 3.9%), Apple Inc (AAPL, 3.8%). A portfolio copying its top holdings returned 21.8% a year over the last 3 years, against 20.4% for the S&P 500.

Meridian Wealth Management, LLC holdings largest 50 of 809 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meridian Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	4.5%	4.9%	728,772	-7.4%	$145.8M
QQQInvesco Qqq Tr	3.9%	3.4%	170,017	+1.8%	$125.2M
AAPLApple Inc	3.8%	3.8%	424,395	+0.4%	$122.8M
XOMExxon Mobil Corp	2.7%	4.1%	645,636	-5.7%	$88.3M
AMZNAmazon Com Inc Com	2.6%	2.7%	352,472	-3.9%	$84.0M
SPYSpdr S&p 500 ETF Tr	2.4%	2.3%	102,346	+1.5%	$76.4M
GOOGLAlphabet Inc	2.2%	2.0%	194,206	-3.1%	$69.4M
JPMJpmorgan Chase & Co	2.0%	2.0%	195,616	+1.3%	$64.0M
MSFTMicrosoft Corp	1.9%	2.2%	166,473	-1.7%	$62.1M
MUMicron Technology Inc	1.7%	0.6%	46,508	-3.1%	$53.7M
AVGOBroadcom Inc	1.6%	1.5%	136,509	+2.8%	$51.6M
AMDAdvanced Micro Devices Inc	1.4%	0.6%	77,535	-2.8%	$45.0M
TSMTaiwan Semiconductor Manufac	1.3%	1.0%	87,014	+6.6%	$41.6M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.3%	74,514	-2.2%	$37.3M
CATCaterpillar Inc Com	1.1%	0.8%	33,139	+1.1%	$35.3M
VUGVanguard Indx Fd	1.1%	1.0%	399,284	+511.6%	$35.2M
SPMOInvesco Exch Traded Fd Tr II	1.1%	1.0%	213,710	-13.5%	$34.5M
GOOGAlphabet Inc	1.1%	1.0%	96,830	+0.3%	$34.2M
IVVIshares Core S&p 500 ETF	1.0%	1.1%	45,063	-0.9%	$33.7M
METAMeta Platforms Inc Class A	1.0%	1.3%	57,460	-12.5%	$32.4M
VTVVanguard Value ETF	0.9%	0.9%	140,666	+6.1%	$30.6M
TSLATesla Inc Com	0.9%	0.9%	71,678	+0.7%	$30.1M
SCHGSchwab U.s. Large-Cap Growth ETF	0.9%	0.9%	889,403	+1.5%	$30.1M
AERAercap Holdings NV	0.8%	0.7%	183,574	+32.8%	$26.8M
SMTHAlps ETF Tr	0.7%	0.8%	923,625	+8.0%	$23.8M
GLDSpdr Gold Shares	0.7%	1.3%	60,480	-29.2%	$22.3M
VOOVanguard S&p 500 ETF	0.7%	0.7%	32,325	-1.3%	$22.2M
BNDVanguard Total Bond Market ETF	0.7%	0.7%	291,941	+5.1%	$21.4M
VTIVanguard Index Fds	0.6%	0.6%	56,076	+1.9%	$20.8M
ABBVAbbvie Inc	0.6%	0.6%	77,358	+1.2%	$19.5M
VBRVanguard Small Cap Value ETF	0.6%	0.6%	77,936	+2.6%	$18.9M
LLYLilly Eli & Co	0.6%	0.5%	15,030	+8.6%	$18.0M
WMTWalmart Inc	0.6%	0.8%	157,755	-9.3%	$17.9M
SOXXIshares Semiconductor ETF	0.5%	—	26,698	—	$17.1M
COSTCostco Whsl Corp New	0.5%	0.6%	18,177	+0.6%	$17.0M
IEFAIshares Core Msci Eafe ETF	0.5%	0.5%	172,923	+16.7%	$16.7M
SCHFSchwab Intl Equity	0.5%	0.5%	592,590	+0.8%	$16.4M
IJHIshares Tr	0.5%	0.5%	206,803	-2.8%	$15.9M
SPYVSpdr Series Trust	0.5%	0.5%	255,696	+0.1%	$15.5M
SPLGSpdr Series Trust	0.5%	0.5%	174,804	-3.0%	$15.4M
IBMInternational Business Machs	0.5%	0.5%	54,546	+1.4%	$15.3M
DGROIshares Core Dividend Growth ETF	0.5%	0.5%	195,870	+1.4%	$14.8M
BUFRFt Vest Laddered Buffer ETF	0.5%	0.5%	403,016	+2.6%	$14.7M
SCHBSchwb US Broad	0.4%	—	471,477	—	$13.7M
JNJJohnson & Johnson	0.4%	0.5%	53,587	-4.9%	$13.6M
HDHome Depot Inc Com	0.4%	—	38,157	—	$13.5M
XSMOInvesco S&p Smallcap Momentum ETF	0.4%	—	142,592	—	$13.4M
IDMOInvesco Exch Traded Fd Tr II	0.4%	—	220,360	—	$13.3M
PANWPalo Alto Networks Inc	0.4%	—	37,279	—	$12.7M
CVXChevron Corp New	0.4%	0.6%	75,174	-3.2%	$12.5M

What Meridian Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.8% /yr; S&P 500 +20.1%
3 years: +21.8% /yr; S&P 500 +20.4%
5 years: +16.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.2B	809
Q1 2026	$2.8B	762
Q4 2025	$2.8B	752
Q3 2025	$2.6B	707
Q2 2025	$2.3B	670
Q1 2025	$2.1B	620
Q4 2024	$2.1B	625
Q3 2024	$2.0B	627
Q2 2024	$836.6M	290
Q1 2024	$600.7M	199
Q4 2023	$1.6B	592
Q3 2023	$1.6B	540

Questions about Meridian Wealth Management, LLC's portfolio

What stocks does Meridian Wealth Management, LLC own?

Meridian Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 809 positions worth $3.2B. The largest are Nvidia Corporation Com (NVDA) at 4.5%, Invesco Qqq Tr (QQQ) at 3.9%, Apple Inc (AAPL) at 3.8%, Exxon Mobil Corp (XOM) at 2.7% and Amazon Com Inc Com (AMZN) at 2.6%.

What did Meridian Wealth Management, LLC buy last quarter?

In Q2 2026, Meridian Wealth Management, LLC added Vanguard Indx Fd (VUG) (+511.6% shares), Aercap Holdings NV (AER) (+32.8% shares) and Ishares Core Msci Eafe ETF (IEFA) (+16.7% shares), compared with its Q1 2026 filing.

What did Meridian Wealth Management, LLC sell last quarter?

In Q2 2026, Meridian Wealth Management, LLC cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Shopify Inc (SHOP), cut from its top 50 Ishares Silver Tr (SLV), cut from its top 50 Kla Corp (KLAC), Spdr Gold Shares (GLD) (-29.2% shares), Invesco Exch Traded Fd Tr II (SPMO) (-13.5% shares) and Meta Platforms Inc Class A (META) (-12.5% shares), compared with its Q1 2026 filing.

How has Meridian Wealth Management, LLC's portfolio performed?

A portfolio copying Meridian Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.8% against +20.1%. Over 5 years: +16.6% a year against +11.6%.

When is Meridian Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meridian Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meridian Wealth Management, LLC manage?

Meridian Wealth Management, LLC reported $5.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.2B.