Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $146M | 4.5% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $125M | 3.9% |
| Apple Inc.COM | COM | $123M | 3.8% |
| Exxon Mobil Corp.COM | COM | $88.3M | 2.7% |
| Amazon Com Inc.COM | COM | $84M | 2.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $76.4M | 2.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $69.4M | 2.1% |
| JPMORGAN Chase & COCOM | COM | $64M | 2.0% |
| Microsoft Corp.COM | COM | $62.1M | 1.9% |
| Micron Technology Inc.COM | COM | $53.7M | 1.7% |
| Broadcom Inc.COM | COM | $51.6M | 1.6% |
| Advanced Micro Devices Inc.COM | COM | $45M | 1.4% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $41.6M | 1.3% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $37.3M | 1.1% |
| Caterpillar Inc.COM | COM | $35.3M | 1.1% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $35.2M | 1.1% |
| Invesco Exch Traded FD TR IIS&P 500 MOMNTM | S&P 500 MOMNTM | $34.5M | 1.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $34.2M | 1.1% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $33.7M | 1.0% |
| Meta Platforms Inc.CL A | CL A | $32.4M | 1.0% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $30.6M | 0.9% |
| Tesla Inc.COM | COM | $30.1M | 0.9% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $30.1M | 0.9% |
| Aercap Holdings NVSHS | SHS | $26.8M | 0.8% |
| Alps ETF TRSMITH CORE PLUS | SMITH CORE PLUS | $23.8M | 0.7% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $22.3M | 0.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $22.2M | 0.7% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $21.4M | 0.7% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $20.8M | 0.6% |
| Abbvie Inc.COM | COM | $19.5M | 0.6% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $18.9M | 0.6% |
| Eli Lilly & COCOM | COM | $18M | 0.6% |
| Walmart Inc.COM | COM | $17.9M | 0.6% |
| iShares TRISHARES SEMICDTR | ISHARES SEMICDTR | $17.1M | 0.5% |
| Costco Wholesale CorporationCOM | COM | $17M | 0.5% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $16.7M | 0.5% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $16.4M | 0.5% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $15.9M | 0.5% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $15.5M | 0.5% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $15.4M | 0.5% |
| International Business MachsCOM | COM | $15.3M | 0.5% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $14.8M | 0.5% |
| First TR Exchng Traded FD VIFT LADD BUFF ETF | FT LADD BUFF ETF | $14.7M | 0.5% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $13.7M | 0.4% |
| Johnson & JohnsonCOM | COM | $13.6M | 0.4% |
| Home Depot Inc.COM | COM | $13.5M | 0.4% |
| Invesco Exchange Traded FD TS&P SMLCP MOMENT | S&P SMLCP MOMENT | $13.4M | 0.4% |
| Invesco Exch Traded FD TR IIS&P INTL MOMNT | S&P INTL MOMNT | $13.3M | 0.4% |
| Palo Alto Networks Inc.COM | COM | $12.7M | 0.4% |
| Chevron CorporationCOM | COM | $12.5M | 0.4% |
Nvidia CorporationCOM$146M
- Class
- COM
- Share
- 4.5%
Invesco Qqq TRUNIT SER 1$125M
- Class
- UNIT SER 1
- Share
- 3.9%
Apple Inc.COM$123M
- Class
- COM
- Share
- 3.8%
Exxon Mobil Corp.COM$88.3M
- Class
- COM
- Share
- 2.7%
Amazon Com Inc.COM$84M
- Class
- COM
- Share
- 2.6%
State Str SPDR S&P 500 ETF TTR UNIT$76.4M
- Class
- TR UNIT
- Share
- 2.4%
Alphabet Inc.CAP STK CL A$69.4M
- Class
- CAP STK CL A
- Share
- 2.1%
JPMORGAN Chase & COCOM$64M
- Class
- COM
- Share
- 2.0%
Microsoft Corp.COM$62.1M
- Class
- COM
- Share
- 1.9%
Micron Technology Inc.COM$53.7M
- Class
- COM
- Share
- 1.7%
Broadcom Inc.COM$51.6M
- Class
- COM
- Share
- 1.6%
Advanced Micro Devices Inc.COM$45M
- Class
- COM
- Share
- 1.4%
Taiwan Semiconductor ManufacSPONSORED ADS$41.6M
- Class
- SPONSORED ADS
- Share
- 1.3%
Berkshire Hathaway Inc. DelCL B NEW$37.3M
- Class
- CL B NEW
- Share
- 1.1%
Caterpillar Inc.COM$35.3M
- Class
- COM
- Share
- 1.1%
Vanguard Index FdsGROWTH ETF$35.2M
- Class
- GROWTH ETF
- Share
- 1.1%
Invesco Exch Traded FD TR IIS&P 500 MOMNTM$34.5M
- Class
- S&P 500 MOMNTM
- Share
- 1.1%
Alphabet Inc.CAP STK CL C$34.2M
- Class
- CAP STK CL C
- Share
- 1.1%
iShares TRCORE S&P500 ETF$33.7M
- Class
- CORE S&P500 ETF
- Share
- 1.0%
Meta Platforms Inc.CL A$32.4M
- Class
- CL A
- Share
- 1.0%
Vanguard Index FdsVALUE ETF$30.6M
- Class
- VALUE ETF
- Share
- 0.9%
Tesla Inc.COM$30.1M
- Class
- COM
- Share
- 0.9%
Schwab Strategic TRUS LCAP GR ETF$30.1M
- Class
- US LCAP GR ETF
- Share
- 0.9%
Aercap Holdings NVSHS$26.8M
- Class
- SHS
- Share
- 0.8%
Alps ETF TRSMITH CORE PLUS$23.8M
- Class
- SMITH CORE PLUS
- Share
- 0.7%
SPDR Gold TRGOLD SHS$22.3M
- Class
- GOLD SHS
- Share
- 0.7%
Vanguard Index FdsS&P 500 ETF SHS$22.2M
- Class
- S&P 500 ETF SHS
- Share
- 0.7%
Vanguard BD Index FdsTOTAL BND MRKT$21.4M
- Class
- TOTAL BND MRKT
- Share
- 0.7%
Vanguard Index FdsTOTAL STK MKT$20.8M
- Class
- TOTAL STK MKT
- Share
- 0.6%
Abbvie Inc.COM$19.5M
- Class
- COM
- Share
- 0.6%
Vanguard Index FdsSM CP VAL ETF$18.9M
- Class
- SM CP VAL ETF
- Share
- 0.6%
Eli Lilly & COCOM$18M
- Class
- COM
- Share
- 0.6%
Walmart Inc.COM$17.9M
- Class
- COM
- Share
- 0.6%
iShares TRISHARES SEMICDTR$17.1M
- Class
- ISHARES SEMICDTR
- Share
- 0.5%
Costco Wholesale CorporationCOM$17M
- Class
- COM
- Share
- 0.5%
iShares TRCORE MSCI EAFE$16.7M
- Class
- CORE MSCI EAFE
- Share
- 0.5%
Schwab Strategic TRINTL EQTY ETF$16.4M
- Class
- INTL EQTY ETF
- Share
- 0.5%
iShares TRCORE S&P MCP ETF$15.9M
- Class
- CORE S&P MCP ETF
- Share
- 0.5%
SPDR Series TrustST STR P500VAL$15.5M
- Class
- ST STR P500VAL
- Share
- 0.5%
SPDR Series TrustST STR P500ETF$15.4M
- Class
- ST STR P500ETF
- Share
- 0.5%
International Business MachsCOM$15.3M
- Class
- COM
- Share
- 0.5%
iShares TRCORE DIV GRWTH$14.8M
- Class
- CORE DIV GRWTH
- Share
- 0.5%
First TR Exchng Traded FD VIFT LADD BUFF ETF$14.7M
- Class
- FT LADD BUFF ETF
- Share
- 0.5%
Schwab Strategic TRUS BRD MKT ETF$13.7M
- Class
- US BRD MKT ETF
- Share
- 0.4%
Johnson & JohnsonCOM$13.6M
- Class
- COM
- Share
- 0.4%
Home Depot Inc.COM$13.5M
- Class
- COM
- Share
- 0.4%
Invesco Exchange Traded FD TS&P SMLCP MOMENT$13.4M
- Class
- S&P SMLCP MOMENT
- Share
- 0.4%
Invesco Exch Traded FD TR IIS&P INTL MOMNT$13.3M
- Class
- S&P INTL MOMNT
- Share
- 0.4%
Palo Alto Networks Inc.COM$12.7M
- Class
- COM
- Share
- 0.4%
Chevron CorporationCOM$12.5M
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 830 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1697300
- File number
- 028-17734
- Options
- 7 call, 14 put
- In the 25 largest
- 43.6%
- Prior quarter
- $2.85B at 31 March 2026
- Positions opened
- 104
- Positions closed
- 51
Common questions
What are Meridian Wealth Management’s 13F holdings worth?
$3.25 billion across 830 positions for the quarter ended 30 June 2026.
What is Meridian Wealth Management’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $146 million, or 4.5% of reported 13F value, as of 30 June 2026.
How concentrated is Meridian Wealth Management’s 13F portfolio?
The ten largest positions accounted for 27.5% of reported value and the twenty-five largest for 43.6%, across 830 positions as of 30 June 2026.
Does Form 13F show everything Meridian Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Meridian Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.