EdgeMarket › What Meridian Wealth Management, Llc reported owning
What Meridian Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.8BPositions
777Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 137.2M | 4.8% | 786.9K | 214.72 | +22.4% |
| XOM ExxonMobil Holdings Corp | 116.1M | 4.1% | 684.5K | 165.11 | +52.1% |
| AAPL Apple Inc. | 107.2M | 3.8% | 422.5K | 309.35 | +36.9% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 96.4M | 3.4% | 167.1K | 713.44 | +26.1% |
| AMZN AMAZON COM INC | 76.4M | 2.7% | 366.7K | 258.63 | +15.6% |
| SPY SPDR S&P 500 ETF TRUST | 65.6M | 2.3% | 100.8K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 62.7M | 2.2% | 169.3K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 57.7M | 2.0% | 200.5K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 56.8M | 2.0% | 193.1K | 351.58 | +20.3% |
| AVGO Broadcom Inc. | 41.1M | 1.4% | 132.8K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 37.6M | 1.3% | 65.6K | 549.90 | -26.5% |
| GLD SPDR GOLD TRUST | 36.7M | 1.3% | 85.4K | 423.36 | +37.3% |
| unmapped CUSIP 084670702 | 36.5M | 1.3% | 76.2K | — | — |
| IVV iShares Core S&P 500 ETF | 29.7M | 1.0% | 45.5K | 769.31 | +20.0% |
| VUG Vanguard Morningstar Growth ETF | 28.6M | 1.0% | 65.3K | 87.50 | +15.9% |
| GOOG Alphabet Inc. | 27.7M | 1.0% | 96.5K | 341.75 | +70.7% |
| SPMO Invesco S&P 500 Momentum ETF | 27.7M | 1.0% | 247.0K | 148.73 | +28.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 27.6M | 1.0% | 81.6K | 418.95 | +83.3% |
| TSLA Tesla, Inc. | 26.5M | 0.9% | 71.2K | 362.86 | +12.0% |
| VTV Vanguard Morningstar Value ETF | 26.0M | 0.9% | 132.5K | 226.40 | +24.6% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 25.5M | 0.9% | 876.3K | 35.32 | +17.3% |
| CAT CATERPILLAR INC | 23.2M | 0.8% | 32.8K | 827.90 | +96.8% |
| SMTH ALPS Smith Core Plus Bond ETF | 22.0M | 0.8% | 855.3K | 25.27 | -2.5% |
| WMT Walmart Inc. | 21.6M | 0.8% | 174.0K | 103.70 | +1.1% |
| BND Vanguard Total Bond Market ETF | 20.4M | 0.7% | 277.7K | 72.23 | -1.8% |
| VOO Vanguard S&P 500 ETF | 19.6M | 0.7% | 32.8K | 703.71 | +20.0% |
| PLTR Palantir Technologies Inc. | 19.1M | 0.7% | 130.6K | 179.94 | +15.3% |
| AER AerCap Holdings N.V. | 19.0M | 0.7% | 138.3K | 146.29 | +26.4% |
| COST COSTCO WHOLESALE CORP /NEW | 18.0M | 0.6% | 18.1K | 947.74 | -4.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 17.7M | 0.6% | 55.0K | 378.24 | +20.5% |
| ABBV AbbVie Inc. | 16.6M | 0.6% | 76.4K | 264.96 | +26.7% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 16.5M | 0.6% | 76.0K | 249.18 | +22.7% |
| AMD ADVANCED MICRO DEVICES INC | 16.2M | 0.6% | 79.8K | 473.25 | +186.5% |
| MU MICRON TECHNOLOGY INC | 16.2M | 0.6% | 48.0K | 966.78 | +724.8% |
| CVX CHEVRON CORP | 16.1M | 0.6% | 77.7K | 205.27 | +34.0% |
| ISRG INTUITIVE SURGICAL INC | 15.6M | 0.5% | 33.9K | 378.81 | -21.2% |
| SHOP SHOPIFY INC. | 14.7M | 0.5% | 123.8K | 149.25 | +8.7% |
| SCHF Schwab International Equity ETF | 14.6M | 0.5% | 587.9K | 28.46 | +24.7% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 14.4M | 0.5% | 255.3K | 63.51 | +17.5% |
| IJH iShares Core S&P Mid-Cap ETF | 14.4M | 0.5% | 212.8K | 76.77 | +20.8% |
| SLV iShares Silver Trust | 14.0M | 0.5% | 205.2K | 62.72 | +82.2% |
| KLAC KLA CORP | 13.9M | 0.5% | 9.5K | 183.99 | +109.5% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 13.8M | 0.5% | 180.2K | 90.13 | +20.1% |
| JNJ JOHNSON & JOHNSON | 13.8M | 0.5% | 56.4K | 270.24 | +51.1% |
| DGRO iShares Core Dividend Growth ETF | 13.6M | 0.5% | 193.1K | 79.61 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 13.4M | 0.5% | 148.2K | 100.85 | +16.8% |
| BUFR FT Vest Laddered Buffer ETF | 13.3M | 0.5% | 392.7K | 37.30 | +14.5% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 13.1M | 0.5% | 53.8K | 235.68 | -2.8% |
| LLY ELI LILLY & Co | 12.7M | 0.4% | 13.8K | 1,255.40 | +78.0% |
| GDX VanEck Gold Miners ETF | 12.1M | 0.4% | 132.1K | 102.83 | +76.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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