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Meridian Wealth Management

Latest statistics and disclosures from Meridian Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, QQQ, MSFT, XOM, and represent 19.35% of Meridian Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPMO (+$24M), PLTR (+$8.2M), AUSF (+$7.9M), IDMO (+$7.3M), TSM (+$6.9M), GLD (+$5.9M), AMSC (+$5.4M), VUG, AVGO, NEE.PS.
Started 64 new stock positions in BE, JEPQ, PSX, OHI, XMMO, CRCL, INOD, TPVG, AWK, TER.
Reduced shares in these 10 stocks: HEFA (-$10M), AMD (-$10M), CRWV (-$9.4M), COWZ (-$7.6M), MRVL (-$6.0M), XMHQ (-$5.7M), HACK, Nextera Energy, XOM, EOG.
Sold out of its positions in AMT, AGX, AI, CFLT, CTVA, FDS, FICO, HUMA, XMHQ, IYK.
Meridian Wealth Management was a net buyer of stock by $73M.
Meridian Wealth Management has $2.6B in assets under management (AUM), dropping by 11.40%.
Central Index Key (CIK): 0001697300

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Portfolio Holdings for Meridian Wealth Management

Meridian Wealth Management holds 707 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Meridian Wealth Management has 707 total positions. Only the first 250 positions are shown.

Sign up to view all of the Meridian Wealth Management Sept. 30, 2025 positions
Download the Meridian Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.4	$142M		760k	186.58	View chart
Apple (AAPL)	3.9	$102M	+2%	402k	254.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$98M		164k	600.37	View chart
Microsoft Corporation (MSFT)	3.3	$85M		164k	517.95	View chart
Exxon Mobil Corporation (XOM)	3.0	$78M	-4%	687k	112.75	View chart
Amazon (AMZN)	2.8	$73M	+2%	333k	219.57	View chart
JPMorgan Chase & Co. (JPM)	2.4	$62M		196k	315.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$61M		92k	666.18	View chart
Broadcom (AVGO)	1.6	$41M	+12%	126k	329.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$38M	+2%	158k	243.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$36M	+5%	486k	74.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$35M	-5%	69k	502.74	View chart
Robinhood Mkts Com Cl A (HOOD)	1.3	$33M		232k	143.18	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$33M	+16%	69k	474.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$31M		46k	666.62	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.1	$30M	+465%	244k	121.06	View chart
Tesla Motors (TSLA)	1.1	$28M		62k	444.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$26M	-3%	828k	31.91	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$25M	+3%	103k	243.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$23M	+4%	126k	185.68	View chart
Meta Platforms Cl A (META)	0.9	$23M	-9%	32k	734.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$23M	+34%	64k	355.47	View chart
Palantir Technologies Cl A (PLTR)	0.9	$22M	+58%	123k	182.42	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.7	$18M		124k	148.61	View chart
Caterpillar (CAT)	0.7	$18M	-8%	38k	477.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$18M	-3%	29k	612.39	View chart
Abbvie (ABBV)	0.7	$18M		76k	231.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$17M	+11%	52k	328.17	View chart
Costco Wholesale Corporation (COST)	0.6	$17M		18k	925.64	View chart
Aercap Holdings Nv SHS (AER)	0.6	$17M		137k	121.00	View chart
Wal-Mart Stores (WMT)	0.6	$16M	+4%	154k	103.21	View chart
Intuitive Surgical Com New (ISRG)	0.6	$15M	+2%	33k	447.23	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$15M	+5%	71k	208.71	View chart
International Business Machines (IBM)	0.6	$15M		52k	281.60	View chart
Home Depot (HD)	0.6	$15M		36k	405.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$14M	+90%	52k	279.29	View chart
Oracle Corporation (ORCL)	0.5	$14M	+6%	51k	281.24	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.5	$14M		255k	55.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$14M		209k	65.55	View chart
Reddit Cl A (RDDT)	0.5	$14M	-7%	59k	229.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$13M		562k	23.28	View chart
Global X Fds Adaptive Us (AUSF)	0.5	$13M	+153%	279k	46.51	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$13M		189k	68.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$13M	+2%	376k	33.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$13M		486k	25.71	View chart
Chevron Corporation (CVX)	0.5	$12M		79k	155.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$11M	+27%	129k	87.31	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$11M	+4%	484k	23.12	View chart
Stock Yards Ban (SYBT)	0.4	$11M	+3%	150k	69.99	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$10M		134k	76.40	View chart
Johnson & Johnson (JNJ)	0.4	$9.9M	+22%	53k	185.31	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.4	$9.9M	+6%	396k	24.95	View chart
Kla Corp Com New (KLAC)	0.4	$9.6M		8.9k	1078.64	View chart
Ishares Tr Short Treas Bd (SHV)	0.4	$9.6M	+3%	87k	110.49	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$9.5M	+16%	130k	73.57	View chart
Visa Com Cl A (V)	0.4	$9.5M	+7%	28k	341.38	View chart
Raytheon Technologies Corp (RTX)	0.4	$9.4M	-4%	57k	167.09	View chart
Netflix (NFLX)	0.4	$9.2M	+7%	7.6k	1198.97	View chart
Mastercard Incorporated Cl A (MA)	0.3	$9.1M	+20%	16k	568.80	View chart
Union Pacific Corporation (UNP)	0.3	$8.9M	+2%	37k	236.37	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$8.7M	-2%	32k	271.12	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$8.7M	+4%	111k	78.34	View chart
Eli Lilly & Co. (LLY)	0.3	$8.5M	+10%	11k	763.00	View chart
Procter & Gamble Company (PG)	0.3	$8.5M		55k	153.65	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$8.1M		191k	42.37	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$8.1M		64k	125.95	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$7.9M		150k	53.03	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$7.8M	+7%	177k	44.19	View chart
Pepsi (PEP)	0.3	$7.7M		55k	140.44	View chart
Deere & Company (DE)	0.3	$7.4M	+14%	16k	457.27	View chart
Ge Aerospace Com New (GE)	0.3	$7.4M	+5%	25k	300.82	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$7.3M	NEW	135k	53.99	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$7.1M	+8%	85k	84.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$7.1M	-2%	239k	29.64	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$7.0M	+4%	76k	91.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$7.0M	+5%	255k	27.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$6.9M		32k	214.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$6.7M	-31%	15k	463.73	View chart
Palo Alto Networks (PANW)	0.3	$6.7M		33k	203.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$6.7M		57k	118.68	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$6.7M	-14%	14k	490.37	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$6.6M		63k	104.51	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$6.5M	-5%	234k	27.90	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$6.5M	+10%	81k	79.93	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$6.2M	+2%	21k	292.38	View chart
Main Street Capital Corporation (MAIN)	0.2	$6.2M	-2%	97k	63.59	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$6.2M		49k	125.42	View chart
Merck & Co (MRK)	0.2	$6.2M	+3%	74k	83.93	View chart
salesforce (CRM)	0.2	$6.0M	+6%	25k	237.00	View chart
UnitedHealth (UNH)	0.2	$5.9M	-15%	17k	345.29	View chart
Arista Networks Com Shs (ANET)	0.2	$5.8M	-2%	40k	145.71	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$5.6M		228k	24.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.6M	+5%	39k	142.41	View chart
D.R. Horton (DHI)	0.2	$5.5M	+5%	33k	169.47	View chart
American Superconductor Corp Shs New (AMSC)	0.2	$5.4M	NEW	91k	59.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$5.4M	+11%	22k	245.47	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.2	$5.3M	+9%	222k	23.94	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$5.2M	-3%	33k	159.89	View chart
Kinder Morgan (KMI)	0.2	$5.2M	+4%	182k	28.31	View chart
Southern Company (SO)	0.2	$5.0M	-8%	53k	94.77	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$4.9M	-18%	65k	76.01	View chart
Northrop Grumman Corporation (NOC)	0.2	$4.9M		8.0k	609.35	View chart
O'reilly Automotive (ORLY)	0.2	$4.8M		45k	107.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$4.8M	+15%	51k	93.37	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$4.8M		164k	29.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$4.8M	+26%	80k	59.17	View chart
Gilead Sciences (GILD)	0.2	$4.6M	-2%	42k	111.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$4.6M		19k	247.11	View chart
Emerson Electric (EMR)	0.2	$4.6M		35k	131.18	View chart
FirstEnergy (FE)	0.2	$4.6M	+7%	101k	45.82	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$4.6M	-37%	91k	50.59	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$4.6M		120k	38.02	View chart
Advanced Micro Devices (AMD)	0.2	$4.6M	-68%	28k	161.79	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$4.5M	+6%	365k	12.37	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$4.5M		50k	89.36	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$4.3M	-13%	22k	195.86	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$4.3M		83k	52.30	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$4.2M		48k	87.84	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$4.2M	+16%	247k	16.87	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$4.1M	+6%	43k	96.44	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$4.1M		46k	89.37	View chart
Ge Vernova (GEV)	0.2	$4.1M	+39%	6.7k	614.93	View chart
Servicenow (NOW)	0.2	$4.1M	-42%	4.4k	920.35	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$4.0M	+17%	18k	222.18	View chart
Amgen (AMGN)	0.2	$4.0M	-2%	14k	282.20	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$4.0M	+27%	80k	50.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.0M	-2%	153k	26.34	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$4.0M	-6%	104k	38.57	View chart
Lamar Advertising Cl A (LAMR)	0.2	$4.0M		33k	122.42	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$4.0M	+6%	127k	31.24	View chart
Thomson Reuters Corp. (TRI)	0.2	$4.0M	-2%	26k	155.33	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.2	$4.0M	+19%	90k	44.20	View chart
Ares Capital Corporation (ARCC)	0.2	$3.9M	+2%	193k	20.41	View chart
Morgan Stanley Com New (MS)	0.2	$3.9M		25k	158.96	View chart
Roper Industries (ROP)	0.1	$3.9M		7.8k	498.70	View chart
Ing Groep Sponsored Adr (ING)	0.1	$3.9M	-3%	148k	26.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.8M	+2%	8.2k	466.49	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$3.8M	+4%	111k	34.75	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$3.8M		61k	61.92	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.8M		27k	139.02	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.7M		47k	78.87	View chart
Digital Realty Trust (DLR)	0.1	$3.7M	-3%	22k	172.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.6M	+4%	67k	53.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.5M		25k	140.88	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$3.5M	+8%	57k	62.12	View chart
Nextera Energy Unit 06/01/2027 (NEE.PS)	0.1	$3.5M	NEW	71k	49.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.5M		15k	241.95	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.5M	+8%	79k	43.92	View chart
S&p Global (SPGI)	0.1	$3.4M	+2%	6.9k	486.73	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$3.3M	+5%	328k	10.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.3M		11k	293.73	View chart
Paychex (PAYX)	0.1	$3.3M		26k	126.76	View chart
Equitable Holdings (EQH)	0.1	$3.2M		63k	50.78	View chart
Spdr Series Trust Glb Dow Etf (DGT)	0.1	$3.2M		20k	161.75	View chart
Adobe Systems Incorporated (ADBE)	0.1	$3.2M	-3%	9.0k	352.76	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.1M		120k	26.30	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$3.1M	+30%	9.4k	332.83	View chart
Applovin Corp Com Cl A (APP)	0.1	$3.0M	+81%	4.2k	718.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.0M		42k	71.37	View chart
Bank of America Corporation (BAC)	0.1	$3.0M	+54%	58k	51.59	View chart
Iren Ordinary Shares (IREN)	0.1	$3.0M	NEW	64k	46.93	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$3.0M	-3%	63k	47.63	View chart
Riot Blockchain (RIOT)	0.1	$3.0M	NEW	157k	19.03	View chart
Unilever Spon Adr New (UL)	0.1	$2.9M	-2%	50k	59.28	View chart
Lowe's Companies (LOW)	0.1	$2.9M	+5%	12k	251.30	View chart
Vanguard World Extended Dur (EDV)	0.1	$2.9M		42k	68.45	View chart
Public Service Enterprise (PEG)	0.1	$2.9M	-3%	35k	83.46	View chart
Coca-Cola Company (KO)	0.1	$2.9M	+4%	43k	66.32	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$2.9M		48k	60.23	View chart
Citigroup Com New (C)	0.1	$2.9M	+5%	28k	101.50	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.8M	+7%	4.8k	595.97	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$2.8M	NEW	113k	24.99	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$2.8M		46k	60.49	View chart
Booking Holdings (BKNG)	0.1	$2.7M		506.00	5400.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.7M	+46%	8.3k	326.34	View chart
Axsome Therapeutics (AXSM)	0.1	$2.7M		22k	121.45	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.1	$2.7M	+177%	29k	93.19	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$2.6M	+14%	63k	42.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.6M	+30%	26k	100.23	View chart
Waters Corporation (WAT)	0.1	$2.6M	-3%	8.7k	299.81	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.6M		11k	235.68	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.6M		32k	81.19	View chart
Sofi Technologies (SOFI)	0.1	$2.6M	NEW	98k	26.42	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.6M	+144%	2.7k	967.97	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.6M	+18%	25k	100.70	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$2.5M	-45%	21k	120.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.5M	+5%	13k	189.69	View chart
Philip Morris International (PM)	0.1	$2.5M		15k	162.20	View chart
Abbott Laboratories (ABT)	0.1	$2.5M	+19%	18k	133.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.4M	+2%	46k	53.74	View chart
Marvell Technology (MRVL)	0.1	$2.3M	-71%	28k	84.07	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$2.3M	-26%	18k	130.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.3M		3.1k	746.70	View chart
Bristol Myers Squibb (BMY)	0.1	$2.3M		51k	45.27	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$2.3M	+8%	44k	52.91	View chart
Cadence Design Systems (CDNS)	0.1	$2.3M	-4%	6.5k	351.27	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$2.3M	+17%	58k	39.54	View chart
Qxo Com New (QXO)	0.1	$2.3M	+13%	119k	19.06	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.3M	-2%	8.0k	281.87	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$2.3M	NEW	17k	135.23	View chart
Verizon Communications (VZ)	0.1	$2.2M	+11%	51k	43.83	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.2M	-6%	14k	155.45	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.1	$2.2M	NEW	44k	50.20	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.2M	-17%	4.4k	499.18	View chart
McDonald's Corporation (MCD)	0.1	$2.2M	-5%	7.2k	303.89	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$2.2M		130k	16.93	View chart
Progressive Corporation (PGR)	0.1	$2.2M	+2%	8.8k	246.94	View chart
Applied Materials (AMAT)	0.1	$2.2M	-6%	11k	204.73	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$2.1M		46k	47.20	View chart
Boeing Company (BA)	0.1	$2.1M	+9%	9.7k	215.83	View chart
Global X Fds Global X Uranium (URA)	0.1	$2.1M	NEW	44k	47.67	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$2.1M	-2%	21k	99.81	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$2.0M	+18%	80k	25.52	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$2.0M	+21%	59k	34.17	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$2.0M		22k	89.77	View chart
Capital One Financial (COF)	0.1	$2.0M	+334%	9.4k	212.57	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.0M	+4%	12k	173.58	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$2.0M	+5%	19k	107.25	View chart
At&t (T)	0.1	$2.0M		70k	28.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.0M	-3%	20k	96.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.9M	+49%	10k	194.50	View chart
Pfizer (PFE)	0.1	$1.9M	-2%	76k	25.60	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.9M	-7%	7.1k	273.65	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.9M	-2%	17k	112.13	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$1.9M	+19%	86k	22.15	View chart
Eaton Corp SHS (ETN)	0.1	$1.9M	+7%	5.1k	374.24	View chart
American Express Company (AXP)	0.1	$1.9M	+27%	5.6k	332.15	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$1.9M	+23%	70k	26.58	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$1.9M		72k	25.85	View chart
Goldman Sachs (GS)	0.1	$1.9M	+39%	2.3k	796.48	View chart
Enovix Corp (ENVX)	0.1	$1.9M	+19%	186k	9.97	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.8M	-7%	108k	17.16	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$1.8M	+47%	37k	50.00	View chart
Ishares Tr Europe Etf (IEV)	0.1	$1.8M	-2%	28k	65.48	View chart
Walt Disney Company (DIS)	0.1	$1.8M	-8%	16k	114.50	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.8M	-2%	27k	67.51	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.8M		15k	123.75	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$1.8M	-12%	13k	137.20	View chart
Fastenal Company (FAST)	0.1	$1.8M	+10%	37k	49.04	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$1.8M	+15%	75k	23.47	View chart
Waste Management (WM)	0.1	$1.8M	-3%	8.0k	220.82	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.8M	+33%	18k	95.89	View chart
Wells Fargo & Company (WFC)	0.1	$1.8M	-12%	21k	83.82	View chart
Qualcomm (QCOM)	0.1	$1.7M	-17%	11k	163.69	View chart
Capital Group Conservative E SHS (CGCV)	0.1	$1.7M	-3%	58k	30.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.7M	+9%	16k	106.78	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.7M	+5%	4.2k	402.47	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.7M	+6%	4.6k	365.49	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.7M	+14%	12k	133.90	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.7M		16k	103.21	View chart

Past Filings by Meridian Wealth Management

SEC 13F filings are viewable for Meridian Wealth Management going back to 2016

Meridian Wealth Management 2025 Q3 filed Nov. 4, 2025
Meridian Wealth Management 2025 Q2 filed Aug. 8, 2025
Meridian Wealth Management 2025 Q1 filed May 12, 2025
Meridian Wealth Management 2024 Q4 filed Feb. 6, 2025
Meridian Wealth Management 2024 Q3 filed Nov. 12, 2024
Meridian Wealth Management 2024 Q2 filed Aug. 8, 2024
Meridian Wealth Management 2024 Q1 filed April 25, 2024
Meridian Wealth Management 2023 Q4 filed Feb. 8, 2024
Meridian Wealth Management 2023 Q3 filed Oct. 17, 2023
Meridian Wealth Management 2023 Q2 filed Aug. 2, 2023
Meridian Wealth Management 2023 Q1 filed May 15, 2023
Meridian Wealth Management 2022 Q4 filed Feb. 14, 2023
Meridian Wealth Management 2022 Q3 filed Nov. 14, 2022
Meridian Wealth Management 2022 Q2 filed Aug. 5, 2022
Meridian Wealth Management 2022 Q1 filed May 12, 2022
Meridian Wealth Management 2021 Q4 filed Jan. 27, 2022

View all past filings

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