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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, QQQ, AAPL, XOM, AMZN, and represent 17.45% of Meridian Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$29M), XMMO (+$9.0M), BKGI (+$7.6M), NBIS (+$7.1M), AER (+$6.6M), INTC (+$6.6M), KLAC (+$6.5M), Roundhill Memory Etf, SPCX, DELL.
Started 102 new stock positions in SPCX, VICR, MRSH, KEYS, Unitedhealth Group Inc option, RIO, FSEC, DLO, AMT, XMMO.
Reduced shares in these 10 stocks: NVDA (-$12M), SPY (-$10M), SHOP (-$9.7M), GLD (-$9.2M), SHV (-$6.3M), SPMO (-$5.4M), XOM (-$5.3M), Spdr S&p 500 Etf Tr option (-$5.3M), META, TFLO.
Sold out of its positions in GLTR, BABA, BSX, CTRA, STZ, CPRT, EFX, EXPE, FNF, DAUG.
Meridian Wealth Management was a net buyer of stock by $61M.
Meridian Wealth Management has $3.2B in assets under management (AUM), dropping by 13.85%.
Central Index Key (CIK): 0001697300

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Portfolio Holdings for Meridian Wealth Management

Meridian Wealth Management holds 825 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Meridian Wealth Management has 825 total positions. Only the first 250 positions are shown.

Sign up to view all of the Meridian Wealth Management June 30, 2026 positions
Download the Meridian Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	4.5	$146M	-7%	730k	200.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$125M		170k	736.40	View chart
Apple (AAPL)	3.8	$123M		424k	289.36	View chart
Exxon Mobil Corporation (XOM)	2.7	$88M	-5%	646k	136.72	View chart
Amazon (AMZN)	2.6	$84M	-3%	353k	238.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.4	$78M	-11%	104k	746.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$69M	-3%	194k	357.37	View chart
JPMorgan Chase & Co. (JPM)	2.0	$64M		196k	327.33	View chart
Microsoft Corporation (MSFT)	1.9	$62M		167k	373.02	View chart
Micron Technology (MU)	1.7	$54M	-3%	47k	1154.28	View chart
Broadcom (AVGO)	1.6	$52M	+2%	137k	377.75	View chart
Advanced Micro Devices (AMD)	1.4	$45M	-2%	78k	580.91	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.3	$42M	+6%	87k	477.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$37M	-2%	75k	500.39	View chart
Caterpillar (CAT)	1.1	$35M		33k	1064.91	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$35M	+511%	399k	88.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.1	$35M	-13%	214k	161.54	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$34M		97k	353.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$34M		45k	747.78	View chart
Meta Platforms Cl A (META)	1.0	$32M	-12%	58k	563.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$31M	+6%	141k	217.50	View chart
Tesla Motors (TSLA)	0.9	$30M		72k	420.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$30M		889k	33.84	View chart
Aercap Holdings Nv SHS (AER)	0.8	$27M	+32%	184k	145.78	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.7	$24M	+7%	924k	25.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$22M	-29%	61k	368.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$22M		32k	686.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$21M	+5%	292k	73.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$21M		56k	370.04	View chart
Abbvie (ABBV)	0.6	$20M		77k	251.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$19M	+2%	78k	242.99	View chart
Eli Lilly & Co. (LLY)	0.6	$18M	+8%	15k	1199.45	View chart
Wal-Mart Stores (WMT)	0.6	$18M	-9%	158k	113.26	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$17M	-7%	27k	640.75	View chart
Costco Wholesale Corporation (COST)	0.5	$17M		18k	935.46	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$17M	+16%	173k	96.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$16M		593k	27.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$16M	-2%	207k	77.10	View chart
Spdr Series Trust St Str P500val (SPYV)	0.5	$16M		256k	60.79	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.5	$15M	-2%	175k	87.88	View chart
International Business Machines (IBM)	0.5	$15M		55k	281.30	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$15M		196k	75.79	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.5	$15M	+2%	403k	36.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$14M		472k	28.96	View chart
Johnson & Johnson (JNJ)	0.4	$14M	-4%	54k	253.76	View chart
Home Depot (HD)	0.4	$14M	+9%	38k	352.68	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$13M	-3%	143k	93.63	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.4	$13M	+35%	220k	60.29	View chart
Palo Alto Networks (PANW)	0.4	$13M	-3%	37k	341.02	View chart
Chevron Corporation (CVX)	0.4	$13M	-3%	75k	165.76	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$12M		6.2k	1989.60	View chart
Stock Yards Ban (SYBT)	0.4	$12M	+6%	160k	76.47	View chart
Global X Fds Adaptive Us (AUSF)	0.4	$12M		247k	48.86	View chart
Marvell Technology (MRVL)	0.4	$12M	+18%	40k	297.89	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$12M		107k	110.32	View chart
Palantir Technologies Cl A (PLTR)	0.3	$11M	-26%	96k	116.67	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$11M	+4%	137k	81.06	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$11M	-2%	201k	53.47	View chart
Raytheon Technologies Corp (RTX)	0.3	$10M		54k	189.36	View chart
Merck & Co (MRK)	0.3	$10M	+11%	80k	128.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$10M	-3%	13k	763.13	View chart
Visa Com Cl A (V)	0.3	$9.8M	-4%	29k	343.09	View chart
Ge Aerospace Com New (GE)	0.3	$9.8M	+7%	26k	373.73	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$9.8M	-2%	129k	75.45	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.3	$9.7M		199k	48.68	View chart
Intuitive Surgical Com New (ISRG)	0.3	$9.6M	-28%	24k	397.68	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$9.5M	-8%	58k	163.58	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$9.5M	-2%	80k	118.99	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$9.5M	+9%	60k	158.62	View chart
Kla Corp Com New (KLAC)	0.3	$9.4M	+227%	31k	301.71	View chart
Bloom Energy Corp Com Cl A (BE)	0.3	$9.3M	+6%	31k	302.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$9.0M	NEW	53k	170.14	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$9.0M		245k	36.87	View chart
State Str Spdr S&p 500 Etf T Put Put Option	0.3	$8.9M	-37%	20k	451.19	View chart
Ge Vernova (GEV)	0.3	$8.7M	+4%	7.4k	1174.87	View chart
Lam Research Corp Com New (LRCX)	0.3	$8.7M	+22%	20k	433.34	View chart
Intel Corporation (INTC)	0.3	$8.6M	+325%	62k	138.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$8.5M		235k	36.13	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$8.4M	-9%	92k	91.64	View chart
Applied Materials (AMAT)	0.3	$8.4M	+7%	12k	723.03	View chart
Procter & Gamble Company (PG)	0.3	$8.4M		57k	146.64	View chart
Union Pacific Corporation (UNP)	0.3	$8.1M	-3%	30k	272.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$8.1M		12k	655.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$8.1M	-6%	55k	148.08	View chart
Arista Networks Com Shs (ANET)	0.2	$8.0M	-4%	47k	169.88	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$8.0M		96k	82.65	View chart
Deere & Company (DE)	0.2	$7.9M	-3%	13k	634.34	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$7.7M	+11%	172k	44.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$7.7M		26k	300.45	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	0.2	$7.6M	NEW	168k	44.97	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.2	$7.6M		45k	168.46	View chart
Pepsi (PEP)	0.2	$7.5M		56k	135.40	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.2	$7.4M	+2%	301k	24.66	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$7.3M	+54%	20k	365.86	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$7.2M	+38%	25k	285.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$7.2M	-3%	102k	70.68	View chart
Nebius Group Shs Class A (NBIS)	0.2	$7.1M	NEW	26k	276.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$7.1M	-5%	30k	236.33	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$6.9M	+31%	36k	190.52	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$6.8M	-3%	138k	49.55	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$6.7M		13k	522.40	View chart
Oracle Corporation (ORCL)	0.2	$6.7M	-17%	46k	146.55	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.2	$6.6M	+2%	315k	21.12	View chart
Reddit Cl A (RDDT)	0.2	$6.6M		38k	173.58	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$6.6M		337k	19.57	View chart
UnitedHealth (UNH)	0.2	$6.3M	-4%	15k	415.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$6.3M		22k	290.35	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.2	$6.2M	+3%	56k	112.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$6.2M		20k	302.97	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$6.2M		254k	24.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$6.2M	+2%	177k	34.81	View chart
Netflix (NFLX)	0.2	$6.2M	+8%	86k	71.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$6.1M	-2%	78k	79.03	View chart
Kinder Morgan (KMI)	0.2	$6.0M	-10%	187k	31.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$6.0M	-3%	58k	103.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$5.6M		36k	158.01	View chart
Main Street Capital Corporation (MAIN)	0.2	$5.6M	+7%	109k	51.88	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$5.4M		104k	52.41	View chart
Axsome Therapeutics (AXSM)	0.2	$5.4M		22k	244.77	View chart
Southern Company (SO)	0.2	$5.4M	+3%	56k	95.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$5.3M	+9%	21k	252.23	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.3M	-38%	10k	513.62	View chart
D.R. Horton (DHI)	0.2	$5.3M	-4%	32k	162.88	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$5.3M	+3%	130k	40.59	View chart
Amgen (AMGN)	0.2	$5.2M		14k	362.12	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$5.2M		155k	33.54	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$5.2M		45k	115.69	View chart
Gilead Sciences (GILD)	0.2	$5.2M		41k	126.34	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$5.2M	-8%	373k	13.83	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.2	$5.2M	+75%	108k	47.73	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$5.1M		118k	43.14	View chart
Lamar Advertising Cl A (LAMR)	0.2	$5.1M		33k	155.98	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$5.0M	+14%	85k	58.92	View chart
Morgan Stanley Com New (MS)	0.2	$5.0M		24k	209.04	View chart
Emerson Electric (EMR)	0.2	$4.9M	-4%	34k	143.15	View chart
Roundhill Etf Trust Memory Etf	0.1	$4.8M	NEW	66k	73.85	View chart
Ares Capital Corporation (ARCC)	0.1	$4.7M	+12%	254k	18.53	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$4.7M	NEW	28k	170.86	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$4.6M		61k	75.88	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.6M	+3%	156k	29.43	View chart
FirstEnergy (FE)	0.1	$4.5M	-8%	95k	47.54	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.5M	-4%	66k	68.41	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.1	$4.5M	+3%	42k	106.93	View chart
Ing Groep Sponsored Adr (ING)	0.1	$4.4M		141k	31.38	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$4.4M	-68%	39k	114.18	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$4.4M	+122%	61k	72.90	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$4.4M		99k	44.36	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$4.4M	-49%	86k	50.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.4M		86k	50.58	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.3M	-3%	46k	94.58	View chart
Dell Technologies CL C (DELL)	0.1	$4.3M	+430%	10k	431.45	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$4.3M	-8%	76k	56.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.3M	+2%	136k	31.71	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$4.3M		81k	53.02	View chart
Coca-Cola Company (KO)	0.1	$4.3M	+16%	53k	81.27	View chart
salesforce (CRM)	0.1	$4.3M		27k	156.66	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$4.3M		93k	46.14	View chart
Spdr Series Trust St Str Glb Dow (DGT)	0.1	$4.2M	+2%	23k	184.79	View chart
Citigroup Com New (C)	0.1	$4.2M		30k	139.96	View chart
O'reilly Automotive (ORLY)	0.1	$4.2M	+4%	46k	92.09	View chart
Dominion Resources (D)	0.1	$4.1M	+197%	61k	68.29	View chart
Iren Ordinary Shares (IREN)	0.1	$4.1M	-3%	90k	45.73	View chart
Nextera Energy Unit 06/01/2027 (NEE.PS)	0.1	$4.1M	-4%	78k	53.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$4.1M	+231%	43k	96.43	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$4.0M	+3%	12k	334.83	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.1	$4.0M		59k	68.68	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.0M	-3%	7.8k	509.28	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$3.9M		83k	47.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.9M	+273%	31k	125.13	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.1	$3.8M	+10%	81k	47.27	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.1	$3.7M	+3%	76k	49.03	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.7M		120k	31.10	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$3.7M	-62%	34k	110.35	View chart
Digital Realty Trust (DLR)	0.1	$3.7M	-2%	20k	179.58	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.6M	+104%	34k	107.62	View chart
Cisco Systems (CSCO)	0.1	$3.6M	+13%	31k	116.25	View chart
Cloudflare Cl A Com (NET)	0.1	$3.6M	-15%	15k	245.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.6M	+3%	45k	79.97	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$3.5M	-2%	31k	111.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.5M	-5%	41k	83.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.5M	+253%	43k	80.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.5M		44k	77.92	View chart
Amphenol Corp Cl A (APH)	0.1	$3.4M	-16%	19k	176.32	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.3M	+4%	27k	126.58	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.1	$3.3M	-5%	120k	27.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$3.3M	-3%	38k	86.43	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$3.3M	-3%	4.7k	703.30	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$3.3M	+9%	28k	117.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.2M	+10%	55k	59.45	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.2M	+2%	22k	146.41	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$3.2M		47k	68.22	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$3.1M	+13%	32k	96.76	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$3.1M		62k	49.28	View chart
Bristol Myers Squibb (BMY)	0.1	$3.0M	-4%	53k	57.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.0M	+717%	25k	119.52	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$3.0M	+47%	100k	30.49	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$2.9M	+26%	44k	67.38	View chart
Goldman Sachs (GS)	0.1	$2.9M	+8%	2.9k	1011.34	View chart
Lowe's Companies (LOW)	0.1	$2.9M	+11%	13k	220.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.9M	-25%	14k	212.77	View chart
TJX Companies (TJX)	0.1	$2.9M	+19%	19k	151.50	View chart
Bank of America Corporation (BAC)	0.1	$2.8M	+4%	50k	56.98	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$2.8M		28k	100.67	View chart
Vanguard World Extended Dur (EDV)	0.1	$2.8M		43k	65.08	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.8M		13k	219.43	View chart
Qxo Com New (QXO)	0.1	$2.8M	+7%	160k	17.28	View chart
Darden Restaurants (DRI)	0.1	$2.7M	+2%	13k	206.01	View chart
Boeing Company (BA)	0.1	$2.7M	+6%	13k	216.48	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$2.7M	+9%	60k	45.30	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$2.7M		20k	136.60	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$2.7M		61k	44.48	View chart
Citizens Financial (CFG)	0.1	$2.7M	+4%	39k	70.07	View chart
Public Service Enterprise (PEG)	0.1	$2.7M	-7%	33k	81.16	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$2.6M	-6%	49k	53.70	View chart
Bhp Billiton Sponsored Ads (BHP)	0.1	$2.6M	NEW	31k	83.31	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$2.6M		58k	44.35	View chart
Philip Morris International (PM)	0.1	$2.6M		14k	180.91	View chart
United Parcel Svcs CL B (UPS)	0.1	$2.6M		24k	107.50	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.6M		15k	176.65	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.6M	+48%	31k	82.84	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.1	$2.5M	+40%	88k	28.75	View chart
Pfizer (PFE)	0.1	$2.5M	+13%	104k	24.09	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.5M	+12%	60k	41.25	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.1	$2.5M	+31%	120k	20.67	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$2.5M		58k	42.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.5M	-10%	13k	197.14	View chart
Verizon Communications (VZ)	0.1	$2.4M	+2%	57k	42.32	View chart
Cadence Design Systems (CDNS)	0.1	$2.4M		6.4k	375.33	View chart
Qualcomm (QCOM)	0.1	$2.4M	+17%	13k	184.35	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$2.3M	+9%	101k	23.16	View chart
Western Digital (WDC)	0.1	$2.3M	+84%	3.7k	638.71	View chart
Applovin Corp Com Cl A (APP)	0.1	$2.3M	+28%	4.5k	515.23	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$2.3M		14k	164.60	View chart
Eaton Corp SHS (ETN)	0.1	$2.3M	+3%	5.4k	426.10	View chart
Figma Class A Com Stk (FIG)	0.1	$2.3M	NEW	127k	18.09	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$2.3M	+11%	15k	156.96	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.3M	-13%	2.3k	978.20	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$2.2M	+7%	22k	104.48	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$2.2M	+8%	103k	21.80	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.2M	-4%	4.4k	509.49	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.2M	+9%	7.7k	290.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$2.2M	-15%	23k	98.20	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$2.2M	-10%	7.1k	305.26	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.2M	-9%	95k	22.78	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$2.1M	-17%	82k	26.18	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$2.1M	-11%	56k	38.58	View chart
Corning Incorporated (GLW)	0.1	$2.1M	+95%	8.4k	255.44	View chart
Delta Air Lines Com New (DAL)	0.1	$2.1M	-6%	23k	93.01	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.1M		18k	117.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.1M	+5%	5.3k	393.93	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 Q2 filed Aug. 5, 2026
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

View all past filings

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