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 $3.25B across 809 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($146.4M, 4.51%), QQQ ($125.2M, 3.86%), AAPL ($122.8M, 3.78%), XOM ($88.3M, 2.72%), AMZN ($84.0M, 2.59%). Source: SEC Form 13F.
| 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 | TSLA | TESLA INC | $30.1M | 0.93% | 71,678 | Added |
| 23 | SCHG | SCHWAB STRATEGIC TR | $30.1M | 0.93% | 889,403 | 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