Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meridian Wealth Management, LLC (CIK 1697300) reported $2.85B across 755 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($137.5M, 4.83%), XOM ($116.1M, 4.08%), AAPL ($107.2M, 3.77%), QQQ ($96.4M, 3.39%), AMZN ($76.4M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $137.5M | 4.83% | 787,547 | Trimmed |
| 2 | XOM | EXXON MOBIL CORP | $116.1M | 4.08% | 684,549 | Added |
| 3 | AAPL | APPLE INC | $107.2M | 3.77% | 422,545 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $96.4M | 3.39% | 167,058 | Added |
| 5 | AMZN | AMAZON COM INC | $76.4M | 2.68% | 366,672 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $73.2M | 2.57% | 117,703 | Added |
| 7 | MSFT | MICROSOFT CORP | $62.7M | 2.20% | 169,280 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $57.7M | 2.02% | 200,519 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $56.8M | 1.99% | 193,088 | Trimmed |
| 10 | AVGO | BROADCOM INC | $41.1M | 1.44% | 132,838 | Added |
| 11 | META | META PLATFORMS INC | $37.6M | 1.32% | 65,645 | Added |
| 12 | GLD | SPDR GOLD TR | $36.7M | 1.29% | 85,389 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.5M | 1.28% | 76,222 | Added |
| 14 | IVV | ISHARES TR | $30.0M | 1.05% | 45,851 | Added |
| 15 | VUG | VANGUARD INDEX FDS | $28.6M | 1.00% | 65,289 | Trimmed |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $27.7M | 0.97% | 246,978 | Added |
| 17 | GOOG | ALPHABET INC | $27.7M | 0.97% | 96,544 | Trimmed |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.6M | 0.97% | 81,620 | Added |
| 19 | TSLA | TESLA INC | $26.5M | 0.93% | 71,195 | Trimmed |
| 20 | VTV | VANGUARD INDEX FDS | $26.0M | 0.91% | 132,533 | Added |
| 21 | SCHG | SCHWAB STRATEGIC TR | $25.5M | 0.90% | 876,273 | Added |
| 22 | CAT | CATERPILLAR INC | $23.2M | 0.82% | 32,776 | Trimmed |
| 23 | SMTH | ALPS ETF TR | $22.0M | 0.77% | 855,270 | Added |
| 24 | WMT | WALMART INC | $21.6M | 0.76% | 173,985 | Added |
| 25 | BND | VANGUARD BD INDEX FDS | $20.4M | 0.72% | 277,700 | Added |
Source: SEC Form 13F filings · as of 2026-03-31