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 (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	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	2.6%	2.7%	352,472	-3.9%	$84.0M
SPYState Str Spdr S&p 500 ETF T	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	1.1%	0.8%	33,139	+1.1%	$35.3M
VUGVanguard Index Fds	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 Tr	1.0%	1.1%	45,063	-0.9%	$33.7M
METAMeta Platforms Inc	1.0%	1.3%	57,460	-12.5%	$32.4M
VTVVanguard Index Fds	0.9%	0.9%	140,666	+6.1%	$30.6M
TSLATesla Inc	0.9%	0.9%	71,678	+0.7%	$30.1M
SCHGSchwab Strategic Tr	0.9%	0.9%	889,403	+1.5%	$30.1M
AERAercap Holdings NV	0.8%	0.7%	183,574	+32.8%	$26.8M
SMTHALPS/Smith Core Plus, Bond. Exchange	0.7%	0.8%	923,625	+8.0%	$23.8M
GLDSpdr Gold Tr	0.7%	1.3%	60,480	-29.2%	$22.3M
VOOVanguard Index Fds	0.7%	0.7%	32,325	-1.3%	$22.2M
BNDVanguard Bd Index Fds	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 Index Fds	0.6%	0.6%	77,936	+2.6%	$18.9M
LLYEli Lilly & Co	0.6%	0.5%	15,030	+8.6%	$18.0M
WMTWalmart Inc	0.6%	0.8%	157,755	-9.3%	$17.9M
SOXXIshares Tr	0.5%	—	26,698	—	$17.1M
COSTCostco Wholesale Corporation	0.5%	0.6%	18,177	+0.6%	$17.0M
IEFAIshares Tr	0.5%	0.5%	172,923	+16.7%	$16.7M
SCHFSchwab Strategic Tr	0.5%	0.5%	592,590	+0.8%	$16.4M
IJHIshares Tr	0.5%	0.5%	206,803	-2.8%	$15.9M
SPYVState Street Spdr Portfolio S&p 500 Valu	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 Tr	0.5%	0.5%	195,870	+1.4%	$14.8M
BUFRFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	403,016	+2.6%	$14.7M
SCHBSchwab Strategic Tr	0.4%	—	471,477	—	$13.7M
JNJJohnson & Johnson	0.4%	0.5%	53,587	-4.9%	$13.6M
HDHome Depot Inc	0.4%	—	38,157	—	$13.5M
XSMOInvesco Exchange Traded Fd T	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 Corporation	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.

Added to

VUG Vanguard Index Fds+511.6% shares
AER Aercap Holdings NV+32.8% shares
IEFA Ishares Tr+16.7% shares
LLY Eli Lilly & Co+8.6% shares
SMTH ALPS/Smith Core Plus, Bond. Exchange+8.0% shares
TSM Taiwan Semiconductor Manufac+6.6% shares
VTV Vanguard Index Fds+6.1% shares
BND Vanguard Bd Index Fds+5.1% shares

Reduced

GLD Spdr Gold Tr-29.2% shares
SPMO Invesco Exch Traded Fd Tr II-13.5% shares
META Meta Platforms Inc-12.5% shares
WMT Walmart Inc-9.3% shares
NVDA Nvidia Corporation-7.4% shares
XOM Exxon Mobil Corp-5.7% shares

Left the top 50

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 (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 (AMZN) at 2.6%.

What did Meridian Wealth Management, LLC buy last quarter?

In Q2 2026, Meridian Wealth Management, LLC added Vanguard Index Fds (VUG) (+511.6% shares), Aercap Holdings NV (AER) (+32.8% shares) and Ishares Tr (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 Inc (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 Tr (GLD) (-29.2% shares), Invesco Exch Traded Fd Tr II (SPMO) (-13.5% shares) and Meta Platforms Inc (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.