Meridian Wealth Management, LLC 13F Holdings · Q2 2026
Meridian Wealth Management, LLC reported 809 securities worth $3.25B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (4.51%), QQQ (3.86%), AAPL (3.78%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $146.4M | 4.51% | 729,972 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $125.2M | 3.86% | 170,017 | Added |
| 3 | AAPL | APPLE INC | $122.8M | 3.78% | 424,395 | Added |
| 4 | XOM | EXXON MOBIL CORP | $88.3M | 2.72% | 645,636 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $84.0M | 2.59% | 352,472 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $77.3M | 2.38% | 104,246 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $69.4M | 2.14% | 194,206 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $64.0M | 1.97% | 195,616 | Added |
| 9 | MSFT | MICROSOFT CORP | $62.1M | 1.91% | 166,473 | Trimmed |
| 10 | MU | MICRON TECHNOLOGY INC | $53.7M | 1.65% | 46,508 | Trimmed |
| 11 | AVGO | BROADCOM INC | $51.8M | 1.60% | 136,809 | Added |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $45.0M | 1.39% | 77,535 | Trimmed |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.6M | 1.28% | 87,014 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $37.3M | 1.15% | 74,514 | Trimmed |
| 15 | CAT | CATERPILLAR INC | $35.3M | 1.09% | 33,139 | Added |
| 16 | VUG | VANGUARD INDEX FDS | $35.2M | 1.08% | 399,284 | Added |
| 17 | SPMO | INVESCO EXCH TRADED FD TR II | $34.5M | 1.06% | 213,710 | Trimmed |
| 18 | GOOG | ALPHABET INC | $34.2M | 1.05% | 96,830 | Added |
| 19 | IVV | ISHARES TR | $33.7M | 1.04% | 45,063 | Trimmed |
| 20 | META | META PLATFORMS INC | $32.4M | 1.00% | 57,460 | Trimmed |
| 21 | VTV | VANGUARD INDEX FDS | $30.6M | 0.94% | 140,666 | Added |
| 22 | SCHG | SCHWAB STRATEGIC TR | $30.1M | 0.93% | 889,403 | Added |
| 23 | TSLA | TESLA INC | $30.1M | 0.93% | 71,678 | Added |
| 24 | AER | AERCAP HOLDINGS NV | $26.8M | 0.82% | 183,574 | Added |
| 25 | SMTH | ALPS ETF TR | $23.8M | 0.73% | 923,625 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR