Meridian Wealth Management, LLC
Registered adviserFiling Date
Global Rank
#1,195
/ 8,826
▼ 5
Top Industry
Semiconductors
19.8%
Period ended 4 months ago
Filed Aug 5, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Nov 1, 2026
Regulatory AUM
$4,983,377,516
Main clients
Individuals and high net worth
(87% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $4,983,377,516 | Individuals and high net worth (87%) |
| Apr 2025 to Mar 2026 | $3,885,527,411 | Individuals and high net worth (76%) |
| Apr 2024 to Mar 2025 | $2,905,556,042 | Individuals and high net worth (89%) |
| May 2023 to Mar 2024 | $2,065,789,407 | Individuals and high net worth (78%) |
| Apr 2023 | $2,065,789,407 | Individuals and high net worth (78%) |
| Apr 2022 to Mar 2023 | $1,882,680,182 | Individuals and high net worth (66%) |
3 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 39.3%, 44.8 effective positions, active share 45.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
18.4% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 7.8 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 45.2%; sector active share 29.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
806 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.2%
−0.1 pts
Top 5
24.9%
−0.5 pts
Top 10
39.3%
−1.4 pts
HHI
223
Diversified−8
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 42.0% | $1,350,260,480 |
| Technology | 22.1% | $711,772,612 |
| Financial Services | 8.8% | $281,810,139 |
| Industrials | 5.6% | $180,872,303 |
| Consumer Cyclical | 5.1% | $164,612,410 |
| Communication Services | 5.1% | $164,048,674 |
| Energy | 3.8% | $121,872,220 |
| Healthcare | 3.7% | $119,493,118 |
| Consumer Defensive | 2.0% | $64,333,343 |
| Utilities | 0.8% | $26,364,540 |
| Basic Materials | 0.5% | $17,089,192 |
| Real Estate | 0.4% | $14,181,248 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +333,995 | 399,284 | $34,394,323 | |
| CTM | Castellum, Inc. | +77,400 | 863,200 | $621,504 | |
| SMTH | ALPS | Smith Core Plus Bond ETF | +68,355 | 923,625 | $23,774,107 | |
| IDMO | Invesco Ltd. | +57,902 | 220,360 | $13,285,504 | |
| EOSE | Eos Energy Enterprises, Inc. | +50,861 | 139,111 | $817,972 | |
| INTC | Intel Corp | +47,576 | 62,178 | $8,681,914 | |
| SAMT | Strategas Macro Thematic Opportunities ETF | +46,417 | 107,983 | $5,154,568 | |
| AER | AerCap Holdings N.V. | +45,298 | 183,574 | $26,761,417 | |
| D | Dominion Energy, Inc | +40,366 | 60,758 | $4,149,163 | |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | +39,500 | 50,100 | $1,265,025 | |
| NRGV | Energy Vault Holdings, Inc. | +34,600 | 182,475 | $859,457 | |
| FRDM | Freedom 100 Emerging Markets ETF | +33,423 | 60,688 | $4,424,155 | |
| PFF | iShares Preferred and Income Securities ETF | +32,178 | 99,469 | $3,032,809 | |
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | +31,045 | 127,068 | $1,890,771 | |
| VO | VANGUARD MID-CAP INDEX FUND | +30,811 | 42,954 | $3,460,803 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +29,801 | 42,668 | $4,114,475 | |
| SCIO | First Trust Structured Credit Income Opportunities ETF | +28,599 | 119,669 | $2,473,558 | |
| ARCC | Ares Capital Corp | +27,736 | 253,713 | $4,701,301 | |
| RGTI | Rigetti Computing, Inc. | +25,635 | 62,977 | $1,216,715 | |
| — | +25,302 | 87,803 | $2,524,336 | ||
| IEFA | iShares Core MSCI EAFE ETF | +24,686 | 172,923 | $16,700,903 | |
| HGER | Harbor Commodity All-Weather Strategy ETF | +23,759 | 53,902 | $1,581,484 | |
| IWF | iShares Russell 1000 Growth ETF | +22,728 | 31,049 | $3,855,354 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +22,286 | 25,391 | $3,034,732 | |
| KLAC | Kla Corp | +21,534 | 30,990 | $9,349,992 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SHOP | Shopify Inc. | −85,063 | 38,767 | $4,426,416 | |
| TFLO | iShares Treasury Floating Rate Bond ETF | −84,402 | 86,268 | $4,367,748 | |
| NVDA | Nvidia Corp | −58,175 | 728,772 | $145,819,989 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | −56,934 | 33,553 | $3,702,573 | |
| EQH | Equitable Holdings, Inc. | −56,664 | 6,928 | $304,000 | |
| XOM | ExxonMobil Holdings Corp | −38,913 | 645,636 | $88,271,353 | |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | −35,918 | 373,362 | $5,163,596 | |
| PLTR | Palantir Technologies Inc. | −34,298 | 96,261 | $11,230,770 | |
| SPMO | Invesco Ltd. | −33,268 | 213,710 | $34,522,713 | |
| GLD | Spdr Gold Trust | −24,909 | 60,480 | $22,279,622 | |
| SPAB | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF | −23,377 | 17,507 | $446,778 | |
| FISV | Fiserv Inc | −22,925 | 22,115 | $1,084,740 | |
| KMI | Kinder Morgan, Inc. | −20,829 | 187,278 | $5,987,277 | |
| CGCB | Capital Group Fixed Income ETF Trust | −17,000 | 81,832 | $2,142,361 | |
| WMT | Walmart Inc. | −16,230 | 157,755 | $17,867,331 | |
| AMZN | Amazon Com Inc | −14,200 | 352,472 | $84,008,176 | |
| ENVX | Enovix Corp | −13,014 | 46,345 | $281,314 | |
| SOXL | Direxion Daily Semiconductor Bull 3X Shares | −12,157 | 7,722 | $2,059,534 | |
| RIOT | Riot Platforms, Inc. | −11,747 | 19,218 | $526,188 | |
| GOVT | iShares U.S. Treasury Bond ETF | −10,254 | 95,034 | $2,164,874 | |
| — | −10,120 | 92,187 | $8,448,016 | ||
| ISRG | Intuitive Surgical Inc | −9,756 | 24,114 | $9,589,655 | |
| ORCL | Oracle Corp | −9,749 | 45,548 | $6,675,059 | |
| GSBD | Goldman Sachs BDC, Inc. | −9,147 | 79,077 | $749,649 | |
| WFC | Wells Fargo & Company | −8,988 | 18,804 | $1,553,962 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XMMO | Victory Portfolios II | 52,993 | $9,016,229 | |
| BKGI | BNY Mellon Global Infrastructure Income ETF | 168,392 | $7,572,588 | |
| NBIS | Nebius Group N.V. | 25,592 | $7,067,742 | |
| SPCX | Space Exploration Technologies Corp | 27,475 | $4,694,378 | |
| BHP | BHP Group Ltd | 31,036 | $2,585,609 | |
| FIG | Figma, Inc. | 126,832 | $2,294,390 | |
| RIO | Rio Tinto PLC | 19,835 | $1,882,936 | |
| SNDK | Sandisk Corp | 694 | $1,577,968 | |
| ARTY | iShares Future AI & Tech ETF | 11,873 | $904,247 | |
| ALAB | Astera Labs, Inc. | 1,759 | $849,632 | |
| HONA | Honeywell Aerospace Inc. | 3,296 | $728,679 | |
| BUXX | Strive Enhanced Income Short Maturity ETF | 34,196 | $692,127 | |
| XNDU | Xanadu Quantum Technologies Ltd | 51,000 | $617,610 | |
| HYMB | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF | 22,264 | $566,396 | |
| MCHP | Microchip Technology Inc | 6,183 | $563,889 | |
| AEHR | Aehr Test Systems | 5,149 | $494,612 | |
| ALGM | Allegro Microsystems, Inc. | 6,950 | $483,859 | |
| KALU | Kaiser Aluminum Corp | 2,218 | $433,907 | |
| ONEQ | Fidelity Nasdaq Composite Index ETF | 4,106 | $423,821 | |
| — | 9,713 | $402,895 | ||
| VICR | Vicor Corp | 1,060 | $402,566 | |
| FTS | Fortis Inc. | 6,602 | $377,832 | |
| STLD | Steel Dynamics Inc | 1,644 | $377,232 | |
| CF | CF Industries Holdings, Inc. | 3,040 | $329,110 | |
| SMR | NUSCALE POWER Corp | 32,488 | $325,854 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPGI | S&P Global Inc. | 6,484 | $2,757,904 | |
| EPI | WisdomTree India Earnings Fund | 61,796 | $2,521,276 | |
| FNF | Fidelity National Financial, Inc. | 45,699 | $2,119,519 | |
| NLR | VanEck Uranium and Nuclear ETF | 10,523 | $1,401,558 | |
| IPKW | Invesco Ltd. | 19,414 | $1,092,270 | |
| BSX | Boston Scientific Corp | 16,534 | $1,037,508 | |
| UPRO | ProShares UltraPro S&P500 | 9,332 | $905,017 | |
| PKW | Victory Portfolios II | 4,934 | $647,587 | |
| IVLU | iShares MSCI Intl Value Factor ETF | 15,157 | $601,429 | |
| ICE | Intercontinental Exchange, Inc. | 3,637 | $572,027 | |
| — | 4,189 | $502,889 | ||
| TTD | Trade Desk, Inc. | 21,619 | $490,535 | |
| INTU | Intuit Inc. | 1,117 | $482,968 | |
| RMD | Resmed Inc | 2,102 | $471,856 | |
| — | 12,657 | $444,765 | ||
| VFMF | Vanguard Wellington Fund | 2,574 | $399,163 | |
| URA | Global X Uranium ETF | 7,563 | $366,276 | |
| UGL | 5,793 | $356,037 | ||
| XHB | State Street(R) SPDR(R) S&P(R) Homebuilders ETF | 3,438 | $339,399 | |
| TEVA | Teva Pharmaceutical Industries Ltd | 10,817 | $325,808 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | 6,013 | $320,011 | |
| MKC | Mccormick & Co Inc | 6,151 | $310,256 | |
| IETC | iShares U.S. Tech Independence Focused ETF | 3,506 | $309,860 | |
| CHKP | Check Point Software Technologies Ltd | 2,137 | $305,270 | |
| VFMV | VANGUARD U.S. MINIMUM VOLATILITY ETF | 2,283 | $304,164 | |
| No positions match the current search. | ||||
806 tracked positions ·
$3,216,710,279 total
· filing declares
837 positions · $3,245,573,929
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 806 positions by value
· page 1 of 17
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
CALL
+ SHARES
Technology
|
Reduced | 729,972 | $146,060,097 | 4.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 170,017 | $125,200,518 | 3.89% | |
| AAPL |
Apple Inc.
Technology
|
Added | 424,395 | $122,802,937 | 3.82% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 645,636 | $88,271,353 | 2.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 352,472 | $84,008,176 | 2.61% | |
| SPY |
Spdr S&P 500 ETF Trust
PUT
+ SHARES
|
Reduced | 104,246 | $77,847,785 | 2.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 194,206 | $69,403,398 | 2.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 195,616 | $64,030,985 | 1.99% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 166,473 | $62,097,758 | 1.93% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 46,508 | $53,683,719 | 1.67% | |
| AVGO |
Broadcom Inc.
CALL
+ SHARES
Technology
|
Added | 136,809 | $51,679,599 | 1.61% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 77,535 | $45,040,856 | 1.40% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 87,014 | $41,555,275 | 1.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 74,514 | $37,286,060 | 1.16% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 33,139 | $35,289,721 | 1.10% | |
| SPMO |
Invesco Ltd.
Financial Services
|
Reduced | 213,710 | $34,522,713 | 1.07% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 399,284 | $34,394,323 | 1.07% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 96,830 | $34,212,943 | 1.06% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 45,063 | $33,747,230 | 1.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 57,460 | $32,366,643 | 1.01% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 140,666 | $30,655,341 | 0.95% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 71,678 | $30,147,766 | 0.94% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 889,403 | $30,097,397 | 0.94% | |
| AER |
AerCap Holdings N.V.
Industrials
|
Added | 183,574 | $26,761,417 | 0.83% | |
| SMTH |
ALPS | Smith Core Plus Bond ETF
|
Added | 923,625 | $23,774,107 | 0.74% | |
| GLD |
Spdr Gold Trust
|
Reduced | 60,480 | $22,279,622 | 0.69% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 32,325 | $22,201,133 | 0.69% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 291,941 | $21,431,388 | 0.67% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 56,076 | $20,750,363 | 0.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 77,358 | $19,466,367 | 0.61% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 77,936 | $18,937,668 | 0.59% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 15,030 | $18,027,434 | 0.56% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 157,755 | $17,867,331 | 0.56% | |
| SOXX |
iShares Semiconductor ETF
|
Reduced | 26,698 | $17,107,010 | 0.53% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 18,177 | $17,004,038 | 0.53% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 172,923 | $16,700,903 | 0.52% | |
| SCHF |
Schwab International Equity ETF
|
Added | 592,590 | $16,414,743 | 0.51% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 206,803 | $15,946,579 | 0.50% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Added | 255,696 | $15,543,759 | 0.48% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Reduced | 174,804 | $15,361,775 | 0.48% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 54,546 | $15,338,880 | 0.48% | |
| DGRO |
iShares Core Dividend Growth ETF
|
Added | 195,870 | $14,844,987 | 0.46% | |
| BUFR |
FT Vest Laddered Buffer ETF
|
Added | 403,016 | $14,722,174 | 0.46% | |
| SCHB |
Schwab U.S. Broad Market ETF
|
Added | 471,477 | $13,653,973 | 0.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 53,587 | $13,609,490 | 0.42% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 38,157 | $13,457,210 | 0.42% | |
| XSMO |
Victory Portfolios II
|
Reduced | 142,592 | $13,350,888 | 0.42% | |
| IDMO |
Invesco Ltd.
Financial Services
|
Added | 220,360 | $13,285,504 | 0.41% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 37,279 | $12,712,884 | 0.40% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 75,174 | $12,460,842 | 0.39% |
Showing the top 50 of 806 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.