Meridian Wealth Management, Llc Portfolio Stock Holdings
Meridian Wealth Management, Llc disclosed 762 stock positions valued at approximately $2.8 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, EXXON MOBIL CORP, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 762
- Portfolio Value
- $2.8B
Holdings by Sector
Meridian Wealth Management, Llc Portfolio Holdings in Q1 2026
734 holdings in the latest reporting period.
Page 1 of 8
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 4.87% | 786,947 | -15,131 | -1.89% | $137,243,623 |
| EXXON MOBIL CORP | XOM | Energy | 4.12% | 684,549 | +8,028 | +1.19% | $116,140,515 |
| APPLE INC | AAPL | Technology | 3.80% | 422,545 | -6,260 | -1.46% | $107,237,798 |
| INVESCO QQQ TR | QQQ | Other | 3.42% | 167,058 | +4,600 | +2.83% | $96,422,603 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.71% | 366,672 | -17,138 | -4.47% | $76,366,730 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.33% | 100,803 | +5,616 | +5.90% | $65,555,934 |
| MICROSOFT CORP | MSFT | Technology | 2.22% | 169,280 | -1,668 | -0.98% | $62,662,342 |
| ALPHABET INC | GOOGL | Communication Services | 2.05% | 200,519 | -10,917 | -5.16% | $57,661,217 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.01% | 193,088 | -3,850 | -1.95% | $56,798,777 |
| BROADCOM INC | AVGO | Technology | 1.46% | 132,838 | +208 | +0.16% | $41,114,624 |
| META PLATFORMS INC | META | Communication Services | 1.33% | 65,645 | +2,873 | +4.58% | $37,557,512 |
| SPDR GOLD TR | GLD | Other | 1.30% | 85,389 | +12,679 | +17.44% | $36,741,822 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.30% | 76,222 | +4,477 | +6.24% | $36,525,431 |
| ISHARES TR | IVV | Other | 1.05% | 45,451 | -175 | -0.38% | $29,725,483 |
| VANGUARD INDEX FDS | VUG | Other | 1.02% | 65,289 | -1,161 | -1.75% | $28,614,133 |
| ALPHABET INC | GOOG | Communication Services | 0.98% | 96,544 | -4,072 | -4.05% | $27,694,624 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.98% | 246,978 | +313 | +0.13% | $27,688,667 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.98% | 81,620 | +15,646 | +23.72% | $27,583,370 |
| TESLA INC | TSLA | Consumer Cyclical | 0.94% | 71,195 | -820 | -1.14% | $26,466,579 |
| VANGUARD INDEX FDS | VTV | Other | 0.92% | 132,533 | +3,069 | +2.37% | $25,994,795 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.91% | 876,273 | +22,271 | +2.61% | $25,525,822 |
| CATERPILLAR INC | CAT | Industrials | 0.82% | 32,776 | -3,502 | -9.65% | $23,220,528 |
| ALPS ETF TR | SMTH | Other | 0.78% | 855,270 | +23,052 | +2.77% | $22,027,475 |
| WALMART INC | WMT | Consumer Defensive | 0.77% | 173,985 | +8,923 | +5.41% | $21,618,357 |
| VANGUARD BD INDEX FDS | BND | Other | 0.73% | 277,700 | +5,639 | +2.07% | $20,449,831 |
| VANGUARD INDEX FDS | VOO | Other | 0.69% | 32,764 | +2,973 | +9.98% | $19,578,199 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.68% | 130,559 | -3,698 | -2.75% | $19,098,182 |
| AERCAP HOLDINGS NV | AER | Other | 0.67% | 138,276 | +9,065 | +7.02% | $18,968,702 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.64% | 18,063 | -347 | -1.88% | $17,998,325 |
| VANGUARD INDEX FDS | VTI | Other | 0.63% | 55,047 | +484 | +0.89% | $17,659,772 |
| ABBVIE INC | ABBV | Healthcare | 0.59% | 76,404 | +1,206 | +1.60% | $16,617,150 |
| VANGUARD INDEX FDS | VBR | Other | 0.59% | 75,953 | +2,176 | +2.95% | $16,500,771 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.58% | 79,803 | +17,000 | +27.07% | $16,234,253 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.58% | 48,008 | +41,211 | +606.31% | $16,219,008 |
| CHEVRON CORPORATION | CVX | Energy | 0.57% | 77,691 | -7 | -0.01% | $16,074,330 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.55% | 33,870 | -143 | -0.42% | $15,613,825 |
| SHOPIFY INC | SHOP | Technology | 0.52% | 123,830 | -13,251 | -9.67% | $14,688,715 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.52% | 587,923 | +10,975 | +1.90% | $14,551,087 |
| SPDR SERIES TRUST | SPYV | Other | 0.51% | 255,324 | +1,934 | +0.76% | $14,446,231 |
| ISHARES TR | IJH | Other | 0.51% | 212,780 | +1,067 | +0.50% | $14,368,979 |
| ISHARES SILVER TR | SLV | Other | 0.50% | 205,248 | +23,690 | +13.05% | $13,985,599 |
| KLA CORP | KLAC | Technology | 0.49% | 9,456 | -122 | -1.27% | $13,923,813 |
| SPDR SERIES TRUST | SPLG | Other | 0.49% | 180,158 | -6,942 | -3.71% | $13,789,279 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.49% | 56,350 | +3,448 | +6.52% | $13,765,611 |
| ISHARES TR | DGRO | Other | 0.48% | 193,078 | +4,285 | +2.27% | $13,550,200 |
| ISHARES TR | IEFA | Other | 0.48% | 148,237 | +12,351 | +9.09% | $13,419,910 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.47% | 392,738 | +8,596 | +2.24% | $13,262,762 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.46% | 53,785 | +1,150 | +2.18% | $13,050,336 |
| ELI LILLY & CO | LLY | Healthcare | 0.45% | 13,836 | +18 | +0.13% | $12,725,746 |
| VANECK ETF TRUST | GDX | Other | 0.43% | 132,055 | -668 | -0.50% | $12,118,715 |
| GLOBAL X FDS | AUSF | Other | 0.43% | 250,494 | -39,463 | -13.61% | $12,111,396 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.42% | 470,835 | +3,594 | +0.77% | $11,817,954 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.41% | 34,981 | -1,735 | -4.73% | $11,504,913 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 0.40% | 147,335 | -16,773 | -10.22% | $11,200,407 |
| RTX CORPORATION | RTX | Industrials | 0.37% | 54,674 | -1,022 | -1.83% | $10,544,853 |
| ISHARES TR | IWR | Other | 0.36% | 105,634 | +79,026 | +297.00% | $10,270,794 |
| ISHARES TR | SHV | Other | 0.35% | 90,487 | +4,140 | +4.79% | $9,988,860 |
| STOCK YDS BANCORP INC | SYBT | Financial Services | 0.35% | 150,004 | - | - | $9,943,765 |
| BONDBLOXX ETF TRUST | XFIV | Other | 0.34% | 195,869 | +8,976 | +4.80% | $9,628,920 |
| ISHARES TR | SOXX | Other | 0.33% | 28,733 | -1,363 | -4.53% | $9,443,294 |
| SPDR SERIES TRUST | BIL | Other | 0.33% | 102,307 | +23,137 | +29.22% | $9,375,404 |
| VISA INC | V | Financial Services | 0.32% | 29,937 | -825 | -2.68% | $9,048,201 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.32% | 131,365 | +125,259 | +2051.41% | $8,969,630 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 0.32% | 162,458 | +25,889 | +18.96% | $8,909,203 |
| PEPSICO INC | PEP | Consumer Defensive | 0.31% | 55,974 | -208 | -0.37% | $8,692,214 |
| ISHARES TR | TFLO | Other | 0.31% | 170,670 | +9,900 | +6.16% | $8,641,045 |
| MERCK & CO INC | MRK | Healthcare | 0.31% | 71,654 | -1,093 | -1.50% | $8,619,208 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.30% | 16,808 | -432 | -2.51% | $8,398,350 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.29% | 57,416 | +101 | +0.18% | $8,293,131 |
| ASML HLDG NV | ASML | Other | 0.29% | 6,227 | +1,278 | +25.82% | $8,224,718 |
| ORACLE CORP | ORCL | Technology | 0.29% | 55,297 | -5,185 | -8.57% | $8,134,767 |
| SPDR SERIES TRUST | SPYG | Other | 0.29% | 82,676 | -11,872 | -12.56% | $8,094,795 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.28% | 54,541 | +25,952 | +90.78% | $8,002,621 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.28% | 96,312 | +1,324 | +1.39% | $7,969,792 |
| NETFLIX INC. | NFLX | Communication Services | 0.27% | 79,441 | -7,479 | -8.60% | $7,638,267 |
| ISHARES TR | IGM | Other | 0.27% | 64,135 | -85 | -0.13% | $7,600,639 |
| UNION PAC CORP | UNP | Industrials | 0.27% | 31,046 | +1,471 | +4.97% | $7,532,289 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.26% | 240,950 | -119 | -0.05% | $7,459,808 |
| DEERE & CO | DE | Industrials | 0.26% | 13,010 | -338 | -2.53% | $7,328,665 |
| SCHWAB STRATEGIC TR | SCHJ | Other | 0.26% | 293,635 | -1,022 | -0.35% | $7,260,121 |
| ISHARES TR | IJR | Other | 0.26% | 58,352 | +2,255 | +4.02% | $7,253,163 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.25% | 208,107 | +9,115 | +4.58% | $6,977,838 |
| JANUS DETROIT STR TR | JMBS | Other | 0.25% | 153,802 | +17,612 | +12.93% | $6,948,774 |
| GE AEROSPACE | GE | Industrials | 0.25% | 24,384 | -833 | -3.30% | $6,919,415 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.24% | 233,327 | +1,149 | +0.49% | $6,785,148 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.24% | 31,419 | -567 | -1.77% | $6,760,047 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.24% | 105,125 | +4,899 | +4.89% | $6,726,856 |
| ISHARES TR | IQLT | Other | 0.23% | 142,974 | -3,630 | -2.48% | $6,609,700 |
| ISHARES TR | IWM | Other | 0.23% | 25,657 | +8,583 | +50.27% | $6,362,872 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.22% | 79,857 | -12,479 | -13.51% | $6,330,264 |
| GE VERNOVA INC | GEV | Utilities | 0.22% | 7,094 | +193 | +2.80% | $6,192,156 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.22% | 38,597 | +3,112 | +8.77% | $6,187,886 |
| INVESCO EXCH TRADED FD TR II | VRP | Other | 0.22% | 256,434 | +16,895 | +7.05% | $6,149,276 |
| ARISTA NETWORKS INC | ANET | Other | 0.21% | 49,118 | +1,726 | +3.64% | $6,030,656 |
| KAYNE ANDERSON ENERGY INFRST | KYN | Financial Services | 0.21% | 409,280 | +16,696 | +4.25% | $5,844,512 |
| ISHARES TR | EFA | Other | 0.21% | 59,947 | +5,471 | +10.04% | $5,822,652 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.21% | 12,562 | -59 | -0.47% | $5,818,394 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.21% | 41,715 | -148 | -0.35% | $5,813,809 |
| INVESCO EXCHANGE TRADED FD T | PWB | Other | 0.20% | 45,610 | -1,199 | -2.56% | $5,743,727 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.20% | 8,127 | -349 | -4.12% | $5,544,397 |
Meridian Wealth Management, Llc Options Holdings in Q1 2026
5 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | SPY | SPDR S&P 500 | PUT | 16,900 | $7,625,111 |
| Q1 2026 | UNH | UnitedHealth Group Incorporated | PUT | 1,600 | $761,984 |
| Q1 2026 | NVDA | NVIDIA Corporation | CALL | 600 | $291,054 |
| Q1 2026 | IVV | iShares Core S&P 500 ETF | PUT | 400 | $261,284 |
| Q1 2026 | EW | Edwards Lifesciences Corporatio | PUT | 2,900 | $232,232 |
Notional value represents the total exposure of the options position.