Meridian Wealth Management, LLC

CIK

1697300

Location

LEXINGTON, KY

Portfolio Value

Mid $1,785,375,916

Diversification

Diversified

Filing Date

Global Rank

#1,286 / 8,622 ▼ 4 · as of Mar 2026

Top Industry

Semiconductors 16.0%

3Y Alpha vs SPY

-0.6%

Period ended 4 months ago

Filed May 6, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+71.8%

SPY

+67.9%

Annualised alpha

+0.9%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

396 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.7%

−0.4 pts

Top 5

29.9%

+0.7 pts

Top 10

46.4%

−0.3 pts

HHI

280

Diversified+1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$550,464,667	67
Unclassified	13.6%	$242,466,642	17
Financial Services	11.2%	$199,937,698	72
Energy	8.7%	$155,154,477	26
Consumer Cyclical	8.4%	$150,127,163	34
Industrials	7.8%	$138,840,818	61
Communication Services	6.6%	$117,165,277	12
Healthcare	6.5%	$116,187,603	46
Consumer Defensive	3.9%	$69,672,972	20
Utilities	1.3%	$23,085,505	13
Real Estate	0.7%	$12,615,467	10
Basic Materials	0.5%	$9,657,627	18

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NRGV	Energy Vault Holdings, Inc.	+130,325	147,875	$487,987
AMC	Amc Entertainment Holdings, Inc.	+56,233	105,655	$103,541
MU	Micron Technology Inc	+41,211	48,008	$16,219,022
CTM	Castellum, Inc.	+40,650	785,800	$463,622
EOSE	Eos Energy Enterprises, Inc.	+25,173	88,250	$437,720
SLV	iShares Silver Trust	+23,690	205,248	$13,985,598
SPY	Spdr S&P 500 ETF Trust	+22,516	117,703	$76,546,969
BE	Bloom Energy Corp	+21,523	28,920	$3,918,370
NUVB	Nuvation Bio Inc.	+19,500	133,065	$570,848
ARCC	Ares Capital Corp	+18,519	225,977	$4,072,105
PFE	Pfizer Inc	+17,427	91,547	$2,570,639
CLM	Cornerstone Strategic Investment Fund, Inc.	+17,346	36,805	$267,940
AMD	Advanced Micro Devices Inc	+17,000	79,803	$16,234,324
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	+16,696	409,280	$5,844,518
NMRA	Neumora Therapeutics, Inc.	+16,000	102,400	$199,680
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+15,646	81,620	$27,583,479
WFC	Wells Fargo & Company/Mn	+14,336	27,792	$2,212,521
GLD	Spdr Gold Trust	+12,679	85,389	$36,742,032
UPS	United Parcel Service Inc	+11,071	23,584	$2,320,193
QXO	QXO, Inc.	+10,303	149,114	$2,895,793
DUK	Duke Energy CORP	+9,308	25,348	$3,319,067
KMI	Kinder Morgan, Inc.	+9,115	208,107	$6,977,827
AER	AerCap Holdings N.V.	+9,065	138,276	$18,968,701
WMT	Walmart Inc.	+8,923	173,985	$21,622,855
F	Ford Motor Co	+8,461	80,335	$927,065
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HOOD	Robinhood Markets, Inc.	−197,550	10,703	$741,717
RIOT	Riot Platforms, Inc.	−116,812	30,965	$382,727
SOFI	SoFi Technologies, Inc.	−115,036	17,048	$270,722
ENVX	Enovix Corp	−79,207	59,359	$307,479
GSBD	Goldman Sachs BDC, Inc.	−41,598	88,224	$783,429
NVO	Novo Nordisk A S	−33,190	13,145	$483,078
PAYX	Paychex Inc	−23,106	2,621	$241,446
TRI	Thomson Reuters Corp /Can/	−22,825	2,937	$264,271
BAC	Bank Of America Corp /De/	−17,222	47,539	$2,317,526
AMZN	Amazon Com Inc	−17,138	366,672	$76,366,777
NVDA	Nvidia Corp	−14,531	787,547	$137,348,196
SHOP	Shopify Inc.	−13,251	123,830	$14,688,714
RKLB	Rocket Lab Corp	−12,285	6,603	$424,044
TTD	Trade Desk, Inc.	−10,923	21,619	$490,535
GOOGL	Alphabet Inc.	−10,917	200,519	$57,661,243
SLB	Slb Limited/Nv	−8,905	4,790	$246,158
FISV	Fiserv Inc	−8,115	45,040	$2,513,232
NFLX	Netflix Inc	−7,479	79,441	$7,638,252
NOW	ServiceNow, Inc.	−7,170	10,019	$1,047,486
ROP	Roper Technologies Inc	−6,719	729	$257,963
P	Everpure, Inc.	−6,536	7,566	$446,696
AAPL	Apple Inc.	−6,260	422,545	$107,237,695
ORCL	Oracle Corp	−5,185	55,297	$8,134,741
SOUN	Soundhound Ai, Inc.	−5,030	51,081	$350,926
TSCO	Tractor Supply Co /De/	−4,902	25,371	$1,149,306
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CNQ	CANADIAN NATURAL RESOURCES Ltd	47,102	$2,295,280
WMS	Advanced Drainage Systems, Inc.	13,109	$1,797,637
AZN	Astrazeneca PLC	7,403	$1,460,019
FANG	Diamondback Energy, Inc.	2,837	$561,130
WDC	Western Digital Corp	1,984	$536,652
LITE	Lumentum Holdings Inc.	746	$524,258
LW	Lamb Weston Holdings, Inc.	9,159	$387,059
PWR	Quanta Services, Inc.	644	$353,568
STM	STMicroelectronics N.V.	10,225	$353,273
COHR	Coherent Corp.	1,350	$321,583
OCCI	OFS Credit Company, Inc.	108,600	$313,854
TEL	TE Connectivity plc	1,367	$285,730
SOLS	Solstice Advanced Materials Inc.	3,617	$275,470
CAVA	Cava Group, Inc.	3,179	$257,181
EOG	Eog Resources Inc	1,676	$242,299
ADI	Analog Devices Inc	753	$239,559
FN	Fabrinet	454	$236,770
NTRA	Natera, Inc.	1,182	$236,388
CBOE	Cboe Global Markets, Inc.	801	$225,137
INFQ	Infleqtion, Inc.	22,150	$217,291
DVN	Devon Energy Corp/De	4,285	$215,621
STZ	Constellation Brands, Inc.	1,436	$215,400
GPN	Global Payments Inc	3,140	$211,322
EXPE	Expedia Group, Inc.	885	$204,337
TSEM	Tower Semiconductor Ltd	1,158	$203,205
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
INOD	Innodata Inc	41,927	$2,136,180
ZS	Zscaler, Inc.	2,457	$552,628
MDB	MongoDB, Inc.	1,030	$432,280
DSGX	Descartes Systems Group Inc	4,307	$377,551
CVE	Cenovus Energy Inc.	21,405	$362,172
HIMS	Hims & Hers Health, Inc.	10,846	$352,169
Q	Qnity Electronics, Inc.	3,991	$325,865
DD	DuPont de Nemours, Inc.	8,080	$324,815
MPLX	Mplx LP	5,109	$272,667
WYNN	Wynn Resorts Ltd	2,264	$272,427
ETH	Grayscale Ethereum Staking Mini ETF	9,621	$269,965
DG	Dollar General Corp	1,981	$263,017
DKNG	DraftKings Inc.	7,594	$261,689
WAL	Western Alliance Bancorporation	2,979	$250,444
CMG	Chipotle Mexican Grill Inc	6,669	$246,753
SPOT	Spotify Technology S.A.	415	$240,994
EL	Estee Lauder Companies Inc	2,287	$239,494
BN	BROOKFIELD Corp /ON/	5,136	$235,691
ACN	Accenture plc	874	$234,494
LMND	Lemonade, Inc.	3,172	$225,782
ODFL	Old Dominion Freight Line, Inc.	1,428	$223,910
BIDU	Baidu, Inc.	1,686	$220,292
VST	Vistra Corp.	1,334	$215,214
GEHC	GE HealthCare Technologies Inc.	2,581	$211,693
JXN	Jackson Financial Inc.	1,975	$210,633
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

396 positions · $1,785,375,916 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 396 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp CALL + SHARES Technology	Reduced	787,547	-14,531	$137,348,196	−8.2%	7.69%
XOM	ExxonMobil Holdings Corp Energy	Added	684,549	+8,028	$116,140,583	+42.7%	6.51%
AAPL	Apple Inc. Technology	Reduced	422,545	-6,260	$107,237,695	−8.0%	6.01%
QQQ	Invesco Qqq Trust, Series 1	Added	167,058	+4,600	$96,422,536	−3.4%	5.40%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	117,703	+22,516	$76,546,969	+17.9%	4.29%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	366,672	-17,138	$76,366,777	−13.8%	4.28%
MSFT	Microsoft Corp Technology	Reduced	169,280	-1,668	$62,662,377	−24.2%	3.51%
GOOGL	Alphabet Inc. Communication Services	Reduced	200,519	-10,917	$57,661,243	−12.9%	3.23%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	193,088	-3,850	$56,798,766	−10.5%	3.18%
AVGO	Broadcom Inc. Technology	Added	132,838	+208	$41,114,689	−10.4%	2.30%
META	Meta Platforms, Inc. Communication Services	Added	65,645	+2,873	$37,557,473	−9.4%	2.10%
GLD	Spdr Gold Trust	Added	85,389	+12,679	$36,742,032	+27.5%	2.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	76,222	+4,477	$36,525,582	+1.3%	2.05%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	81,620	+15,646	$27,583,479	+37.6%	1.54%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	71,195	-820	$26,466,741	−18.3%	1.48%
CAT	Caterpillar Inc Industrials	Reduced	32,776	-3,502	$23,220,484	+11.7%	1.30%
WMT	Walmart Inc. Consumer Defensive	Added	173,985	+8,923	$21,622,855	+17.6%	1.21%
PLTR	Palantir Technologies Inc. Technology	Reduced	130,559	-3,698	$19,098,170	−20.0%	1.07%
AER	AerCap Holdings N.V. Industrials	Added	138,276	+9,065	$18,968,701	+2.1%	1.06%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	18,063	-347	$17,998,515	+13.4%	1.01%
ABBV	AbbVie Inc. Healthcare	Added	76,404	+1,206	$16,617,105	−3.3%	0.93%
AMD	Advanced Micro Devices Inc Technology	Added	79,803	+17,000	$16,234,324	+20.7%	0.91%
MU	Micron Technology Inc Technology	Added	48,008	+41,211	$16,219,022	+736.1%	0.91%
CVX	Chevron Corp Energy	Reduced	77,691	-7	$16,074,267	+35.7%	0.90%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	33,870	-143	$15,613,731	−18.9%	0.87%
SHOP	Shopify Inc. Technology	Reduced	123,830	-13,251	$14,688,714	−33.4%	0.82%
SLV	iShares Silver Trust	Added	205,248	+23,690	$13,985,598	+19.6%	0.78%
KLAC	Kla Corp Technology	Reduced	9,456	-122	$13,923,108	+19.6%	0.78%
JNJ	Johnson & Johnson Healthcare	Added	56,350	+3,448	$13,774,194	+25.8%	0.77%
IBM	International Business Machines Corp Technology	Added	53,785	+1,150	$13,036,946	−16.4%	0.73%
LLY	ELI LILLY & Co Healthcare	Added	13,836	+18	$12,725,937	−14.3%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	34,981	-1,735	$11,504,901	−8.9%	0.64%
RTX	RTX Corp Industrials	Reduced	54,674	-1,022	$10,546,614	+3.2%	0.59%
SYBT	Stock Yards Bancorp, Inc. Financial Services	Held	150,004	0	$9,943,765	+2.1%	0.56%
V	Visa Inc. Financial Services	Reduced	29,937	-825	$9,048,158	−16.1%	0.51%
PEP	Pepsico Inc Consumer Defensive	Reduced	55,974	-208	$8,692,202	+7.8%	0.49%
MRK	Merck & Co., Inc. Healthcare	Reduced	71,654	-1,093	$8,619,259	+12.6%	0.48%
MA	Mastercard Inc Financial Services	Reduced	16,808	-432	$8,398,285	−14.7%	0.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	57,416	+101	$8,293,167	+1.0%	0.46%
ASML	Asml Holding NV Technology	Added	6,227	+1,278	$8,224,808	+55.3%	0.46%
ORCL	Oracle Corp Technology	Reduced	55,297	-5,185	$8,134,741	−31.0%	0.46%
NFLX	Netflix Inc Communication Services	Reduced	79,441	-7,479	$7,638,252	−6.3%	0.43%
UNP	Union Pacific Corp Industrials	Added	31,046	+1,471	$7,532,380	+10.1%	0.42%
DE	Deere & Co Industrials	Reduced	13,010	-338	$7,328,533	+17.9%	0.41%
KMI	Kinder Morgan, Inc. Energy	Added	208,107	+9,115	$6,977,827	+27.6%	0.39%
GE	General Electric Co Industrials	Reduced	24,384	-833	$6,919,447	−10.9%	0.39%
GEV	GE Vernova Inc. Industrials	Added	7,094	+193	$6,192,352	+37.3%	0.35%
PANW	Palo Alto Networks Inc Technology	Added	38,597	+3,112	$6,187,871	−5.3%	0.35%
ANET	Arista Networks, Inc. Technology	Added	49,118	+1,726	$6,030,708	−2.9%	0.34%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Added	409,280	+16,696	$5,844,518	+20.3%	0.33%