Meridian Wealth Management, LLC
CIK: 0001697300Latest portfolio: $2.8B · Q4 2025
Holdings
752
Total Value
$2.8B
New Positions
746
Closed Positions
0
Top Holdings
View All 752 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 802,078 | $149.6M | 5.27% | NEW | |
| 2 | AAPLAPPLE INC | 428,805 | $116.6M | 4.10% | NEW | |
| 3 | NDQINVESCO QQQ TR | 162,458 | $99.8M | 3.51% | NEW | |
| 4 | AMZNAMAZON COM INC | 383,810 | $88.6M | 3.12% | NEW | |
| 5 | MSFTMICROSOFT CORP | 170,948 | $82.7M | 2.91% | NEW | |
| 6 | XOMEXXON MOBIL CORP | 676,521 | $81.4M | 2.87% | NEW | |
| 7 | GOOGLALPHABET INC | 211,436 | $66.2M | 2.33% | NEW | |
| 8 | SPYSPDR S&P 500 ETF TR | 95,187 | $65.0M | 2.29% | NEW | |
| 9 | JPMJPMORGAN CHASE & CO. | 196,938 | $63.5M | 2.23% | NEW | |
| 10 | AVGOBROADCOM INC | 132,630 | $45.9M | 1.62% | NEW | |
| 11 | METAMETA PLATFORMS INC | 62,772 | $41.4M | 1.46% | NEW | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 71,745 | $36.1M | 1.27% | NEW | |
| 13 | VUGVANGUARD INDEX FDS | 66,450 | $32.4M | 1.14% | NEW | |
| 14 | TSLATESLA INC | 72,015 | $32.4M | 1.14% | NEW | |
| 15 | GOOGALPHABET INC | 100,616 | $31.6M | 1.11% | NEW | |
| 16 | IVVISHARES TR | 45,626 | $31.3M | 1.10% | NEW | |
| 17 | KLMNINVESCO EXCH TRADED FD TR II | 246,665 | $29.4M | 1.04% | NEW | |
| 18 | GQ9SPDR GOLD TR | 72,710 | $28.8M | 1.01% | NEW | |
| 19 | SCHGSCHWAB STRATEGIC TR | 854,002 | $27.9M | 0.98% | NEW | |
| 20 | VTVVANGUARD INDEX FDS | 129,464 | $24.7M | 0.87% | NEW | |
| 21 | PLTRPALANTIR TECHNOLOGIES INC | 134,257 | $23.9M | 0.84% | NEW | |
| 22 | HOODROBINHOOD MKTS INC | 208,253 | $23.6M | 0.83% | NEW | |
| 23 | SHOPSHOPIFY INC | 137,081 | $22.1M | 0.78% | NEW | |
| 24 | SMTHALPS ETF TR | 832,218 | $21.7M | 0.76% | NEW | |
| 25 | CATCATERPILLAR INC | 36,278 | $20.8M | 0.73% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.4960811657582673e+281T)
Industrials0.0% ($2.0782185751021577e+198T)
Healthcare0.0% ($1.9263171821485012e+146T)
Unknown0.0% ($9.979936062294323e+132T)
Consumer Cyclical0.0% ($8.859232386126336e+111T)
Energy0.0% ($8.141211841547012e+68T)
Consumer Defensive0.0% ($1.8389158768213803e+49T)
Basic Materials0.0% ($1.1099258228107149e+41T)
Communication Services0.0% ($6.617941435315739e+39T)
Utilities0.0% ($4.73245104360291e+35T)
Real Estate0.0% ($4.147123589873168e+22T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 4, 2026 | $2.8B | 771 |
| Q3 2025 | Nov 4, 2025 | $2.6T | 0 |
| Q2 2025 | Aug 8, 2025 | $2.3T | 670 |
| Q1 2025 | May 12, 2025 | $2.1T | 620 |
| Q4 2024 | Feb 6, 2025 | $2.1T | 625 |
| Q3 2024 | Nov 12, 2024 | $2034.4T | 627 |
| Q2 2024 | Aug 8, 2024 | $836.6T | 290 |
| Q1 2024 | Apr 25, 2024 | $600.7T | 199 |
| Q4 2023 | Feb 8, 2024 | $1566.2T | 592 |
| Q3 2023 | Oct 17, 2023 | $1632.1T | 540 |
| Q2 2023 | Aug 2, 2023 | $1186.2T | 545 |
| Q1 2023 | May 15, 2023 | $1146.5T | 545 |
| Q4 2022 | Feb 14, 2023 | $1021.4T | 526 |
| Q3 2022 | Nov 14, 2022 | $929.5B | 491 |
| Q2 2022 | Aug 5, 2022 | $1.2T | 556 |
| Q1 2022 | May 12, 2022 | $915.0B | 397 |
| Q4 2021 | Jan 27, 2022 | $936.5B | 437 |
| Q3 2021 | Oct 15, 2021 | $810.7B | 422 |
| Q2 2021 | Jul 22, 2021 | $784.6B | 378 |
| Q1 2021 | May 7, 2021 | $687.0B | 362 |
| Q4 2020 | Jan 19, 2021 | $630.2B | 336 |
| Q3 2020 | Oct 9, 2020 | $407.9B | 254 |
| Q2 2020 | Jul 15, 2020 | $298.8B | 223 |
| Q1 2020 | Apr 16, 2020 | $225.7B | 201 |
| Q4 2019 | Jan 9, 2020 | $207.9B | 196 |
| Q3 2019 | Nov 8, 2019 | $212.4B | 200 |
| Q2 2019 | Jul 19, 2019 | $2.5T | 537 |
| Q1 2019 | May 15, 2019 | $2.4T | 501 |
| Q4 2018 | Feb 5, 2019 | $169.8B | 157 |
| Q3 2018 | Oct 19, 2018 | $232.6B | 169 |
| Q2 2018 | Aug 6, 2018 | $212.5B | 183 |
| Q1 2018 | May 8, 2018 | $200.5B | 176 |
| Q4 2017 | Jan 30, 2018 | $162.3B | 167 |
| Q3 2017 | Oct 31, 2017 | $157.7B | 163 |
| Q2 2017 | Jul 25, 2017 | $157.8B | 163 |
| Q1 2017 | May 15, 2017 | $169.8B | 185 |
| Q4 2016 | Feb 13, 2017 | $126.1B | 127 |
Fund Information
Meridian Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.8B across 752 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 5.3% of the portfolio. Compared to the previous quarter, the fund opened 752 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.