Institutions / Meridian Wealth Management, LLC
Meridian Wealth Management, LLC
CIK 1697300 · Institution · as of Dec 31, 2025
Portfolio value
$2.84B
Positions
752
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 752 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $149.61M | 5.3% |
| Apple Inc. | $116.58M | 4.1% |
| Invesco Qqq Tr | $99.80M | 3.5% |
| Amazon.com Inc | $88.59M | 3.1% |
| Microsoft Corp | $82.67M | 2.9% |
| Exxon Mobil Corp | $81.41M | 2.9% |
| Alphabet Inc. | $66.18M | 2.3% |
| SPDR S&P 500 ETF Tr | $65.01M | 2.3% |
| JPMorgan Chase & Co | $63.46M | 2.2% |
| Broadcom Inc. | $45.90M | 1.6% |
| Meta Platforms Inc | $41.44M | 1.5% |
| Warren E. Buffett | $36.06M | 1.3% |
| Vanguard Index Fds | $32.42M | 1.1% |
| Tesla Inc | $32.39M | 1.1% |
| Alphabet Inc. | $31.57M | 1.1% |
| iShares Tr | $31.26M | 1.1% |
| Invesco Exch Traded Fd Tr II | $29.43M | 1.0% |
| SPDR Gold Tr | $28.82M | 1.0% |
| Schwab Strategic Tr | $27.86M | 1.0% |
| Vanguard Index Fds | $24.73M | 0.9% |
| Palantir Technologies Inc | $23.86M | 0.8% |
| Robinhood Markets, Inc. | $23.55M | 0.8% |
| Shopify Inc | $22.07M | 0.8% |
| Alps ETF Tr | $21.70M | 0.8% |
| Caterpillar Inc | $20.78M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.