Meridian Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Meridian Wealth Management, Llc disclosed 763 stock positions valued at approximately $3.23B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, INVESCO QQQ TR, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 763
- Portfolio Value
- $3.23B
Holdings by Sector
Meridian Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 4.52% | 728,772 | -58,175 | -7.39% | $145,820,071 |
| INVESCO QQQ TR | QQQ | Other | 3.88% | 170,017 | +2,959 | +1.77% | $125,200,569 |
| APPLE INC | AAPL | Technology | 3.81% | 424,395 | +1,850 | +0.44% | $122,803,029 |
| EXXON MOBIL CORP | XOM | Energy | 2.74% | 645,636 | -38,913 | -5.68% | $88,271,384 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.60% | 352,472 | -14,200 | -3.87% | $84,008,152 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.37% | 102,346 | +1,543 | +1.53% | $76,429,227 |
| ALPHABET INC | GOOGL | Communication Services | 2.15% | 194,206 | -6,313 | -3.15% | $69,403,250 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.98% | 195,616 | +2,528 | +1.31% | $64,031,017 |
| MICROSOFT CORP | MSFT | Technology | 1.93% | 166,473 | -2,807 | -1.66% | $62,097,924 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.66% | 46,508 | -1,500 | -3.12% | $53,683,180 |
| BROADCOM INC | AVGO | Technology | 1.60% | 136,509 | +3,671 | +2.76% | $51,566,186 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.40% | 77,535 | -2,268 | -2.84% | $45,041,146 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.29% | 87,014 | +5,394 | +6.61% | $41,555,433 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.16% | 74,514 | -1,708 | -2.24% | $37,286,256 |
| CATERPILLAR INC | CAT | Industrials | 1.09% | 33,139 | +363 | +1.11% | $35,290,083 |
| VANGUARD INDEX FDS | VUG | Other | 1.09% | 399,284 | +333,995 | +511.56% | $35,177,634 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.07% | 213,710 | -33,268 | -13.47% | $34,522,695 |
| ALPHABET INC | GOOG | Communication Services | 1.06% | 96,830 | +286 | +0.30% | $34,213,088 |
| ISHARES TR | IVV | Other | 1.04% | 45,063 | -388 | -0.85% | $33,697,358 |
| META PLATFORMS INC | META | Communication Services | 1.00% | 57,460 | -8,185 | -12.47% | $32,366,480 |
| VANGUARD INDEX FDS | VTV | Other | 0.95% | 140,666 | +8,133 | +6.14% | $30,594,583 |
| TESLA INC | TSLA | Consumer Cyclical | 0.93% | 71,678 | +483 | +0.68% | $30,147,567 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.93% | 889,403 | +13,130 | +1.50% | $30,097,395 |
| AERCAP HOLDINGS NV | AER | Other | 0.83% | 183,574 | +45,298 | +32.76% | $26,761,418 |
| ALPS ETF TR | SMTH | Other | 0.74% | 923,625 | +68,355 | +7.99% | $23,774,102 |
| SPDR GOLD TR | GLD | Other | 0.69% | 60,480 | -24,909 | -29.17% | $22,279,589 |
| VANGUARD INDEX FDS | VOO | Other | 0.69% | 32,325 | -439 | -1.34% | $22,201,092 |
| VANGUARD BD INDEX FDS | BND | Other | 0.66% | 291,941 | +14,241 | +5.13% | $21,431,388 |
| VANGUARD INDEX FDS | VTI | Other | 0.64% | 56,076 | +1,029 | +1.87% | $20,750,445 |
| ABBVIE INC | ABBV | Healthcare | 0.60% | 77,358 | +954 | +1.25% | $19,466,407 |
Showing 30 of 763 holdings in the latest reporting period.
Meridian Wealth Management, Llc Options Holdings in Q2 2026
Showing 5 of 5 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.