Meridian Wealth Management, LLC

CIK

1697300

Location

LEXINGTON, KY

Portfolio Value

Mid $1,785,176,236

Diversification

Diversified

Filing Date

Global Rank

#1,061 / 8,232 ▲ 68

Top Industry

Semiconductors 16.0%

3Y Alpha vs SPY

-1.3%

Period ended 2 months ago

Filed May 6, 2026 · 38d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.0%

SPY

+76.5%

Annualised alpha

-1.3%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

395 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%	$115,987,923	45
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
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
XOM	Exxon Mobil Corp	+8,028	684,549	$116,140,583
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	$324,816
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

395 positions · $1,785,176,236 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 395 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	787,547	-14,531	$137,348,196	−8.2%	7.69%
XOM	Exxon Mobil 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	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%	1.55%
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%