Meridian Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.82B
Q ending 2026-03-31
Prior quarter
$2.84B
Q ending 2025-12-31
Change
-0.7% QoQ · +36.5% YoY
Positions
777
reported holdings
Largest positions
Top 100 of 777 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $137.2M | 787K |
| Exxon Mobil Corp | XOM | Shares | $116.1M | 685K |
| Apple Inc | AAPL | Shares | $107.2M | 423K |
| Invesco Qqq Tr | QQQ | Shares | $96.4M | 167K |
| Amazon Com Inc | AMZN | Shares | $76.4M | 367K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $65.6M | 101K |
| Microsoft Corp | MSFT | Shares | $62.7M | 169K |
| Alphabet Inc | GOOGL | Shares | $57.7M | 201K |
| Jpmorgan Chase & Co | JPM | Shares | $56.8M | 193K |
| Broadcom Inc | AVGO | Shares | $41.1M | 133K |
| Meta Platforms Inc | META | Shares | $37.6M | 66K |
| Spdr Gold Tr | GLD | Shares | $36.7M | 85K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $36.5M | 76K |
| Ishares Tr | IVV | Shares | $29.7M | 45K |
| Vanguard Index Fds | VUG | Shares | $28.6M | 65K |
| Alphabet Inc | GOOG | Shares | $27.7M | 97K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $27.7M | 247K |
| Taiwan Semiconductor Manufac | TSM | Shares | $27.6M | 82K |
| Tesla Inc | TSLA | Shares | $26.5M | 71K |
| Vanguard Index Fds | VTV | Shares | $26.0M | 133K |
| Schwab Strategic Tr | SCHG | Shares | $25.5M | 876K |
| Caterpillar Inc | CAT | Shares | $23.2M | 33K |
| Alps Etf Tr | SMTH | Shares | $22.0M | 855K |
| Walmart Inc | WMT | Shares | $21.6M | 174K |
| Vanguard Bd Index Fds | BND | Shares | $20.4M | 278K |
| Vanguard Index Fds | VOO | Shares | $19.6M | 33K |
| Palantir Technologies Inc | PLTR | Shares | $19.1M | 131K |
| Aercap Holdings Nv | Shares | $19.0M | 138K | |
| Costco Wholesale Corporation | COST | Shares | $18.0M | 18K |
| Vanguard Index Fds | VTI | Shares | $17.7M | 55K |
| Abbvie Inc | ABBV | Shares | $16.6M | 76K |
| Vanguard Index Fds | VBR | Shares | $16.5M | 76K |
| Advanced Micro Devices Inc | AMD | Shares | $16.2M | 80K |
| Micron Technology Inc | MU | Shares | $16.2M | 48K |
| Chevron Corporation | CVX | Shares | $16.1M | 78K |
| Intuitive Surgical Inc | ISRG | Shares | $15.6M | 34K |
| Shopify Inc | SHOP | Shares | $14.7M | 124K |
| Schwab Strategic Tr | SCHF | Shares | $14.6M | 588K |
| Spdr Series Trust | SPYV | Shares | $14.4M | 255K |
| Ishares Tr | IJH | Shares | $14.4M | 213K |
| State Str Spdr S&P 500 Etf T | Put | $14.2M | 32K | |
| Ishares Silver Tr | SLV | Shares | $14.0M | 205K |
| Kla Corp | KLAC | Shares | $13.9M | 9K |
| Spdr Series Trust | SPYM | Shares | $13.8M | 180K |
| Johnson & Johnson | JNJ | Shares | $13.8M | 56K |
| Ishares Tr | DGRO | Shares | $13.6M | 193K |
| Ishares Tr | IEFA | Shares | $13.4M | 148K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $13.3M | 393K |
| International Business Machs | IBM | Shares | $13.1M | 54K |
| Eli Lilly & Co | LLY | Shares | $12.7M | 14K |
| Vaneck Etf Trust | GDX | Shares | $12.1M | 132K |
| Global X Fds | AUSF | Shares | $12.1M | 250K |
| Schwab Strategic Tr | SCHB | Shares | $11.8M | 471K |
| Home Depot Inc | HD | Shares | $11.5M | 35K |
| Invesco Exchange Traded Fd T | XSMO | Shares | $11.2M | 147K |
| Rtx Corporation | RTX | Shares | $10.5M | 55K |
| Ishares Tr | IWR | Shares | $10.3M | 106K |
| Ishares Tr | SHV | Shares | $10.0M | 90K |
| Stock Yds Bancorp Inc | SYBT | Shares | $9.9M | 150K |
| Bondbloxx Etf Trust | XFIV | Shares | $9.6M | 196K |
| Ishares Tr | SOXX | Shares | $9.4M | 29K |
| Spdr Series Trust | BIL | Shares | $9.4M | 102K |
| Visa Inc | V | Shares | $9.0M | 30K |
| First Tr Exchange Traded Fd | RDVY | Shares | $9.0M | 131K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $8.9M | 162K |
| Pepsico Inc | PEP | Shares | $8.7M | 56K |
| Ishares Tr | TFLO | Shares | $8.6M | 171K |
| Merck & Co Inc | MRK | Shares | $8.6M | 72K |
| Mastercard Incorporated | MA | Shares | $8.4M | 17K |
| Procter & Gamble Co | PG | Shares | $8.3M | 57K |
| Asml Hldg Nv | Shares | $8.2M | 6K | |
| Oracle Corp | ORCL | Shares | $8.1M | 55K |
| Spdr Series Trust | SPYG | Shares | $8.1M | 83K |
| Select Sector Spdr Tr | XLV | Shares | $8.0M | 55K |
| Vanguard Scottsdale Fds | VCIT | Shares | $8.0M | 96K |
| Netflix Inc. | NFLX | Shares | $7.6M | 79K |
| State Str Spdr S&P 500 Etf T | SPY | Put | $7.6M | 17K |
| Ishares Tr | IGM | Shares | $7.6M | 64K |
| Union Pac Corp | UNP | Shares | $7.5M | 31K |
| Schwab Strategic Tr | SCHM | Shares | $7.5M | 241K |
| Deere & Co | DE | Shares | $7.3M | 13K |
| Schwab Strategic Tr | SCHJ | Shares | $7.3M | 294K |
| Ishares Tr | IJR | Shares | $7.3M | 58K |
| Kinder Morgan Inc Del | KMI | Shares | $7.0M | 208K |
| Janus Detroit Str Tr | JMBS | Shares | $6.9M | 154K |
| Ge Aerospace | GE | Shares | $6.9M | 24K |
| Schwab Strategic Tr | SCHA | Shares | $6.8M | 233K |
| Vanguard Specialized Funds | VIG | Shares | $6.8M | 31K |
| Vanguard Tax-Managed Fds | VEA | Shares | $6.7M | 105K |
| Ishares Tr | IQLT | Shares | $6.6M | 143K |
| Simplify Exchange Traded Fun | CDX | Shares | $6.6M | 308K |
| Ishares Tr | IWM | Shares | $6.4M | 26K |
| Vanguard Scottsdale Fds | VCSH | Shares | $6.3M | 80K |
| Ge Vernova Inc | GEV | Shares | $6.2M | 7K |
| Palo Alto Networks Inc | PANW | Shares | $6.2M | 39K |
| Invesco Exch Traded Fd Tr Ii | VRP | Shares | $6.1M | 256K |
| Arista Networks Inc | ANET | Shares | $6.0M | 49K |
| Kayne Anderson Energy Infrst | KYN | Shares | $5.8M | 409K |
| Ishares Tr | EFA | Shares | $5.8M | 60K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $5.8M | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.