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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, XOM, AAPL, QQQ, SPY, and represent 18.72% of Meridian Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$15M), Spdr S&p 500 Etf Tr option (+$14M), MU (+$14M), RDVY (+$8.6M), IWR (+$7.7M), GLD (+$5.5M), TSM (+$5.3M), XLV, AMD, BE.
Started 75 new stock positions in MISL, JANB, Microsoft Corp option, AAUA, SNTH, STM, STZ, CBOE, DIVI, Alphabet Inc call.
Reduced shares in these 10 stocks: HOOD (-$14M), AMZN, VOT, GOOGL, NVDA, CAT, IWP, ROP, XMMO, INOD.
Sold out of its positions in AMT, SWAN, AstraZeneca, BIDU, BN, CVE, CMG, DNP, DSGX, TNA.
Meridian Wealth Management was a net buyer of stock by $96M.
Meridian Wealth Management has $2.9B in assets under management (AUM), dropping by -1.64%.
Central Index Key (CIK): 0001697300

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Portfolio Holdings for Meridian Wealth Management

Meridian Wealth Management holds 772 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Meridian Wealth Management has 772 total positions. Only the first 250 positions are shown.

Sign up to view all of the Meridian Wealth Management March 31, 2026 positions
Download the Meridian Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.8	$137M		788k	174.40	View chart
Exxon Mobil Corporation (XOM)	4.1	$116M		685k	169.66	View chart
Apple (AAPL)	3.8	$107M		423k	253.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$96M	+2%	167k	577.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.7	$77M	+23%	118k	650.34	View chart
Amazon (AMZN)	2.7	$76M	-4%	367k	208.27	View chart
Microsoft Corporation (MSFT)	2.2	$63M		169k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$58M	-5%	201k	287.56	View chart
JPMorgan Chase & Co. (JPM)	2.0	$57M		193k	294.16	View chart
Broadcom (AVGO)	1.4	$41M		133k	309.51	View chart
Meta Platforms Cl A (META)	1.3	$38M	+4%	66k	572.13	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$37M	+17%	85k	430.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$37M	+6%	76k	479.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$30M		46k	654.01	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$29M		65k	438.27	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$28M	-4%	97k	286.86	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$28M		247k	112.11	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.0	$28M	+23%	82k	337.95	View chart
Tesla Motors (TSLA)	0.9	$27M		71k	371.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$26M	+2%	133k	196.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$26M	+2%	876k	29.13	View chart
Caterpillar (CAT)	0.8	$23M	-9%	33k	708.46	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.8	$22M	+2%	855k	25.75	View chart
Wal-Mart Stores (WMT)	0.8	$22M	+5%	174k	124.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$20M	+2%	278k	73.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$20M	+9%	33k	597.55	View chart
Palantir Technologies Cl A (PLTR)	0.7	$19M	-2%	131k	146.28	View chart
Aercap Holdings Nv SHS (AER)	0.7	$19M	+7%	138k	137.18	View chart
Costco Wholesale Corporation (COST)	0.6	$18M		18k	996.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$18M		55k	320.81	View chart
Abbvie (ABBV)	0.6	$17M		76k	217.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$17M	+2%	76k	217.25	View chart
Advanced Micro Devices (AMD)	0.6	$16M	+27%	80k	203.43	View chart
Micron Technology (MU)	0.6	$16M	+606%	48k	337.84	View chart
Chevron Corporation (CVX)	0.6	$16M		78k	206.90	View chart
Intuitive Surgical Com New (ISRG)	0.5	$16M		34k	460.99	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.5	$15M	-9%	124k	118.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$15M		588k	24.75	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$14M		255k	56.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$14M		213k	67.53	View chart
State Str Spdr S&p 500 Etf T Put Put Option	0.5	$14M	NEW	32k	451.19	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$14M	+13%	205k	68.14	View chart
Kla Corp Com New (KLAC)	0.5	$14M		9.5k	1472.48	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$14M	-3%	180k	76.54	View chart
Johnson & Johnson (JNJ)	0.5	$14M	+6%	56k	244.29	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$14M	+2%	193k	70.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$13M	+9%	148k	90.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$13M	+2%	393k	33.77	View chart
International Business Machines (IBM)	0.5	$13M	+2%	54k	242.64	View chart
Eli Lilly & Co. (LLY)	0.4	$13M		14k	919.76	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$12M		132k	91.77	View chart
Global X Fds Adaptive Us (AUSF)	0.4	$12M	-13%	251k	48.35	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$12M		471k	25.10	View chart
Home Depot (HD)	0.4	$12M	-4%	35k	328.89	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$11M	-10%	147k	76.02	View chart
Raytheon Technologies Corp (RTX)	0.4	$11M		55k	192.87	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$10M	+297%	106k	97.23	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$10M	+4%	91k	110.39	View chart
Stock Yards Ban (SYBT)	0.3	$9.9M		150k	66.29	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.3	$9.6M	+4%	196k	49.16	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$9.4M	-4%	29k	328.66	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$9.4M	+29%	102k	91.64	View chart
Visa Com Cl A (V)	0.3	$9.0M	-2%	30k	302.24	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$9.0M	+2051%	131k	68.28	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$8.9M	+18%	163k	54.84	View chart
Pepsi (PEP)	0.3	$8.7M		56k	155.29	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$8.6M	+6%	171k	50.63	View chart
Merck & Co (MRK)	0.3	$8.6M		72k	120.29	View chart
Mastercard Incorporated Cl A (MA)	0.3	$8.4M	-2%	17k	499.66	View chart
Procter & Gamble Company (PG)	0.3	$8.3M		57k	144.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$8.2M	+25%	6.2k	1320.82	View chart
Oracle Corporation (ORCL)	0.3	$8.1M	-8%	55k	147.11	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$8.1M	-12%	83k	97.91	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$8.0M	+90%	55k	146.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$8.0M		96k	82.75	View chart
Netflix (NFLX)	0.3	$7.6M	-8%	79k	96.15	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$7.6M		64k	118.51	View chart
Union Pacific Corporation (UNP)	0.3	$7.5M	+4%	31k	242.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$7.5M		241k	30.96	View chart
Deere & Company (DE)	0.3	$7.3M	-2%	13k	563.31	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.3	$7.3M		294k	24.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$7.3M	+4%	58k	124.30	View chart
Kinder Morgan (KMI)	0.2	$7.0M	+4%	208k	33.53	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$6.9M	+12%	154k	45.18	View chart
Ge Aerospace Com New (GE)	0.2	$6.9M	-3%	24k	283.77	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$6.8M		233k	29.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$6.8M		31k	215.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$6.7M	+4%	105k	63.99	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$6.6M	-2%	143k	46.23	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.2	$6.6M	-3%	308k	21.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$6.4M	+50%	26k	248.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$6.3M	-13%	80k	79.27	View chart
Ge Vernova (GEV)	0.2	$6.2M	+2%	7.1k	872.87	View chart
Palo Alto Networks (PANW)	0.2	$6.2M	+8%	39k	160.32	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$6.1M	+7%	256k	23.98	View chart
Arista Networks Com Shs (ANET)	0.2	$6.0M	+3%	49k	122.78	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$5.8M	+4%	409k	14.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.8M	+10%	60k	97.13	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$5.8M		13k	463.17	View chart
Gilead Sciences (GILD)	0.2	$5.8M		42k	139.37	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$5.7M	-2%	46k	125.93	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$5.7M	+4%	339k	16.77	View chart
Northrop Grumman Corporation (NOC)	0.2	$5.5M	-4%	8.1k	682.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$5.5M		22k	253.19	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$5.5M		105k	52.56	View chart
Main Street Capital Corporation (MAIN)	0.2	$5.4M	+2%	101k	52.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$5.3M	-15%	14k	390.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$5.3M		173k	30.50	View chart
FirstEnergy (FE)	0.2	$5.3M	+6%	104k	50.66	View chart
Reddit Cl A (RDDT)	0.2	$5.2M		39k	134.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$5.2M	+9%	35k	148.09	View chart
Southern Company (SO)	0.2	$5.2M		54k	96.52	View chart
salesforce (CRM)	0.2	$5.2M	+20%	28k	186.67	View chart
Amgen (AMGN)	0.2	$5.1M		15k	351.84	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$5.1M	+9%	125k	40.54	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$5.0M		82k	61.09	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$5.0M	-9%	21k	237.62	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$4.9M	+15%	155k	31.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$4.8M	+5%	13k	383.40	View chart
Emerson Electric (EMR)	0.2	$4.7M	+3%	36k	131.02	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$4.7M	-2%	120k	39.43	View chart
D.R. Horton (DHI)	0.2	$4.6M		34k	137.22	View chart
Nextera Energy Unit 06/01/2027 (NEE.PS)	0.2	$4.6M	+7%	81k	55.98	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$4.5M	+5%	48k	95.44	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$4.5M		46k	97.73	View chart
Spdr Series Trust State Street Spd (XME)	0.2	$4.4M	+48%	41k	108.01	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$4.4M		83k	52.54	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$4.3M	+2%	87k	49.89	View chart
UnitedHealth (UNH)	0.2	$4.3M		16k	270.58	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$4.1M	+7%	13k	318.08	View chart
Lamar Advertising Cl A (LAMR)	0.1	$4.1M		32k	126.66	View chart
Ares Capital Corporation (ARCC)	0.1	$4.1M	+8%	226k	18.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.1M	+5%	132k	30.68	View chart
O'reilly Automotive (ORLY)	0.1	$4.0M	-2%	44k	92.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.9M	+2%	69k	56.79	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$3.9M	+290%	29k	135.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$3.9M	-2%	100k	38.86	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$3.9M	+73%	93k	41.96	View chart
Morgan Stanley Com New (MS)	0.1	$3.9M		24k	164.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.9M		151k	25.64	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$3.8M		58k	65.31	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$3.8M	+17%	75k	50.81	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$3.8M		18k	208.05	View chart
Spdr Series Trust State Street Spd (DGT)	0.1	$3.8M	+10%	22k	169.55	View chart
Digital Realty Trust (DLR)	0.1	$3.7M	-2%	21k	180.21	View chart
Ing Groep Sponsored Adr (ING)	0.1	$3.7M	-2%	144k	26.05	View chart
Axsome Therapeutics (AXSM)	0.1	$3.7M		22k	169.02	View chart
Applied Materials (AMAT)	0.1	$3.7M	-3%	11k	341.79	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$3.7M		61k	60.44	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$3.7M	+62%	28k	132.90	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.1	$3.7M	+14%	74k	49.51	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.1	$3.6M		58k	62.08	View chart
Cloudflare Cl A Com (NET)	0.1	$3.6M	-11%	17k	206.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.6M	-6%	8.3k	426.95	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$3.5M		32k	109.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.5M	-7%	45k	78.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.5M	+36%	18k	191.92	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.5M	-9%	19k	181.42	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.5M		16k	213.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.5M	+7%	12k	287.17	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.1	$3.5M	+10%	73k	47.72	View chart
Coca-Cola Company (KO)	0.1	$3.5M	+2%	45k	76.05	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.5M	+18%	43k	79.56	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$3.4M	-2%	40k	86.69	View chart
Citigroup Com New (C)	0.1	$3.4M	+3%	30k	113.41	View chart
Marvell Technology (MRVL)	0.1	$3.3M	+8%	34k	99.05	View chart
Bristol Myers Squibb (BMY)	0.1	$3.3M	+6%	55k	60.60	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.3M		120k	27.85	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.3M	+58%	25k	130.94	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.3M	+2%	82k	40.19	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.3M		44k	75.10	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.1	$3.2M	+62%	54k	59.70	View chart
Iren Ordinary Shares (IREN)	0.1	$3.2M		94k	34.28	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$3.1M	-2%	47k	65.04	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.1	$3.0M		128k	23.87	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$3.0M	+2%	4.9k	616.72	View chart
Amphenol Corp Cl A (APH)	0.1	$2.9M	-4%	23k	126.35	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$2.9M	+31%	12k	250.58	View chart
Qxo Com New (QXO)	0.1	$2.9M	+7%	149k	19.42	View chart
Public Service Enterprise (PEG)	0.1	$2.9M		36k	80.95	View chart
Verizon Communications (VZ)	0.1	$2.8M		56k	50.09	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.8M	+13%	28k	100.66	View chart
Vanguard World Extended Dur (EDV)	0.1	$2.8M		43k	64.95	View chart
Lowe's Companies (LOW)	0.1	$2.8M		12k	236.29	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$2.8M	+16%	26k	109.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.8M	+5%	4.6k	604.44	View chart
S&p Global (SPGI)	0.1	$2.8M	-6%	6.5k	425.36	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$2.7M	-47%	21k	128.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.7M	+4%	50k	54.03	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$2.6M		62k	42.54	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$2.6M	+17%	53k	49.64	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$2.6M		99k	26.26	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.6M	+19%	14k	184.16	View chart
Pfizer (PFE)	0.1	$2.6M	+23%	92k	28.05	View chart
Darden Restaurants (DRI)	0.1	$2.6M		13k	196.04	View chart
Waters Corporation (WAT)	0.1	$2.6M		8.6k	297.80	View chart
TJX Companies (TJX)	0.1	$2.5M	-5%	16k	159.70	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$2.5M	+15%	55k	45.84	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$2.5M	-30%	62k	40.80	View chart
Fiserv (FISV)	0.1	$2.5M	-15%	45k	55.80	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$2.5M	+22%	27k	94.24	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.1	$2.4M	NEW	62k	39.27	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$2.4M		20k	120.97	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.4M	+22%	105k	22.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.4M	+5%	13k	191.81	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.4M	+30%	2.7k	895.27	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.4M	+2%	14k	165.71	View chart
Philip Morris International (PM)	0.1	$2.4M	-5%	14k	165.35	View chart
Boeing Company (BA)	0.1	$2.4M	-2%	12k	199.03	View chart
Equitable Holdings (EQH)	0.1	$2.4M		64k	37.11	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$2.3M		61k	38.42	View chart
United Parcel Svcs CL B (UPS)	0.1	$2.3M	+88%	24k	98.38	View chart
Bank of America Corporation (BAC)	0.1	$2.3M	-26%	48k	48.75	View chart
Canadian Natural Resources (CNQ)	0.1	$2.3M	NEW	47k	48.73	View chart
Goldman Sachs (GS)	0.1	$2.3M	+6%	2.7k	846.07	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$2.2M	+35%	63k	35.41	View chart
Citizens Financial (CFG)	0.1	$2.2M	+2%	37k	59.97	View chart
Wells Fargo & Company (WFC)	0.1	$2.2M	+106%	28k	79.61	View chart
McDonald's Corporation (MCD)	0.1	$2.2M	-7%	7.1k	310.78	View chart
At&t (T)	0.1	$2.2M	+2%	76k	28.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.2M		3.1k	697.61	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$2.1M	+5%	92k	23.26	View chart
Cisco Systems (CSCO)	0.1	$2.1M	+9%	27k	77.54	View chart
Fidelity Natl Finl Com Shs (FNF)	0.1	$2.1M		46k	46.38	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.1M		20k	106.50	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.1M	+70%	54k	38.96	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$2.1M	+4%	95k	21.89	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$2.1M	+36%	14k	145.74	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.0M	-61%	7.9k	258.53	View chart
American Express Company (AXP)	0.1	$2.0M	+5%	6.8k	302.50	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.0M	+104%	67k	30.32	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$2.0M		59k	33.37	View chart
Fastenal Company (FAST)	0.1	$1.9M		42k	46.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.9M	-21%	19k	99.28	View chart
Ishares Tr Europe Etf (IEV)	0.1	$1.9M		28k	67.94	View chart
Waste Management (WM)	0.1	$1.9M		8.2k	229.79	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.1	$1.9M	+41%	91k	20.64	View chart
Eaton Corp SHS (ETN)	0.1	$1.9M	-17%	5.2k	357.64	View chart
Cadence Design Systems (CDNS)	0.1	$1.8M	-4%	6.5k	277.88	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.8M		18k	100.62	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$1.8M	+7%	20k	90.55	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$1.8M	NEW	24k	75.49	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$1.8M	+9%	22k	81.98	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$1.8M	NEW	13k	137.13	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.8M	+2%	35k	51.88	View chart
McKesson Corporation (MCK)	0.1	$1.8M	+30%	2.1k	865.48	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.8M	+422%	34k	51.93	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.8M		10k	173.04	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.7M		17k	106.15	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.7M		7.0k	248.84	View chart

Past Filings by Meridian Wealth Management

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

Meridian Wealth Management 2026 Q1 filed May 6, 2026
Meridian Wealth Management 2025 Q4 filed Feb. 4, 2026
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

View all past filings

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