Meridian Wealth Management, LLC

Est. AUM

$2.80B

13F long equity, this entity only

Positions

777

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$137.2M	786947	4.91%	SOLE
2	EXXON MOBIL CORP	COM	$116.1M	684549	4.15%	SOLE
3	APPLE INC	COM	$107.2M	422545	3.84%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$96.4M	167058	3.45%	SOLE
5	AMAZON COM INC	COM	$76.4M	366672	2.73%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$65.6M	100803	2.35%	SOLE
7	MICROSOFT CORP	COM	$62.7M	169280	2.24%	SOLE
8	ALPHABET INC	CAP STK CL A	$57.7M	200519	2.06%	SOLE
9	JPMORGAN CHASE & CO	COM	$56.8M	193088	2.03%	SOLE
10	BROADCOM INC	COM	$41.1M	132838	1.47%	SOLE
11	META PLATFORMS INC	CL A	$37.6M	65645	1.34%	SOLE
12	SPDR GOLD TR	GOLD SHS	$36.7M	85389	1.31%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$29.7M	45451	1.06%	SOLE
14	VANGUARD INDEX FDS	GROWTH ETF	$28.6M	65289	1.02%	SOLE
15	ALPHABET INC	CAP STK CL C	$27.7M	96544	0.99%	SOLE
16	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$27.7M	246978	0.99%	SOLE
17	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$27.6M	81620	0.99%	SOLE
18	TESLA INC	COM	$26.5M	71195	0.95%	SOLE
19	VANGUARD INDEX FDS	VALUE ETF	$26.0M	132533	0.93%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$25.5M	876273	0.91%	SOLE
21	CATERPILLAR INC	COM	$23.2M	32776	0.83%	SOLE
22	ALPS ETF TR	SMITH CORE PLUS	$22.0M	855270	0.79%	SOLE
23	WALMART INC	COM	$21.6M	173985	0.77%	SOLE
24	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$20.4M	277700	0.73%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.6M	32764	0.70%	SOLE
26	PALANTIR TECHNOLOGIES INC	CL A	$19.1M	130559	0.68%	SOLE
27	AERCAP HOLDINGS NV	SHS	$19.0M	138276	0.68%	SOLE
28	COSTCO WHOLESALE CORPORATION	COM	$18.0M	18063	0.64%	SOLE
29	VANGUARD INDEX FDS	TOTAL STK MKT	$17.7M	55047	0.63%	SOLE
30	ABBVIE INC	COM	$16.6M	76404	0.59%	SOLE
31	VANGUARD INDEX FDS	SM CP VAL ETF	$16.5M	75953	0.59%	SOLE
32	ADVANCED MICRO DEVICES INC	COM	$16.2M	79803	0.58%	SOLE
33	MICRON TECHNOLOGY INC	COM	$16.2M	48008	0.58%	SOLE
34	CHEVRON CORPORATION	COM	$16.1M	77691	0.58%	SOLE
35	INTUITIVE SURGICAL INC	COM NEW	$15.6M	33870	0.56%	SOLE
36	SHOPIFY INC	CL A SUB VTG SHS	$14.7M	123830	0.53%	SOLE
37	SCHWAB STRATEGIC TR	INTL EQTY ETF	$14.6M	587923	0.52%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$14.4M	255324	0.52%	SOLE
39	ISHARES TR	CORE S&P MCP ETF	$14.4M	212780	0.51%	SOLE
40	ISHARES SILVER TR	ISHARES	$14.0M	205248	0.50%	SOLE
41	KLA CORP	COM NEW	$13.9M	9456	0.50%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$13.8M	180158	0.49%	SOLE
43	JOHNSON & JOHNSON	COM	$13.8M	56350	0.49%	SOLE
44	ISHARES TR	CORE DIV GRWTH	$13.6M	193078	0.48%	SOLE
45	ISHARES TR	CORE MSCI EAFE	$13.4M	148237	0.48%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$13.3M	392738	0.47%	SOLE
47	INTERNATIONAL BUSINESS MACHS	COM	$13.1M	53785	0.47%	SOLE
48	ELI LILLY & CO	COM	$12.7M	13836	0.46%	SOLE
49	VANECK ETF TRUST	GOLD MINERS ETF	$12.1M	132055	0.43%	SOLE
50	GLOBAL X FDS	ADAPTIVE US	$12.1M	250494	0.43%	SOLE

1–50 of 777

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.