Meridian Wealth Management Q2 2026: Tech Stocks & ETFs in Focus

As of June 30th, 2026, Meridian Wealth Management, LLC maintained a significant portfolio valued at $3.15 billion. Their holdings are diverse across various sectors, with Technology and Consumer Cyclical being prominent components.

The investor's activity during the quarter was marked by notable shifts in their positions. A major theme appeared to be adjustments within the Technology sector, where they both increased exposure on certain stocks while reducing shares in others.

Significant purchases were observed in several holdings. The Vanguard Information Technology ETF (VUG) saw a substantial increase of 333,995 shares, representing an almost 512% jump in its position during the quarter. Shares of NVIDIA Corporation (NVDA) also increased by $0.4 million, albeit slightly (-7.39%), and Intel Corporation (INTC) experienced a massive buy-in with a 326% share increase.

Conversely, Meridian sold considerable amounts from some holdings. Shares of Shopify Inc. (SHOP) were reduced by nearly two-thirds (-68.69%) in value terms during the quarter. Similarly, shares of iShares Semiconductor ETF (TFLO) and iShares S&P 500 High Dividend ETF (SHV) saw significant declines.

Additionally, the investor established new positions this quarter with several smaller holdings. These include INVESCO Exchange Traded Fund Trust II (IDMO), AERCAP Holdings NV (AER), EOS Energy Enterprises Inc. (EOSE), and TransOcean Ltd. (H8817H100). They also exited some older, smaller positions like Equitable Hldgs Inc. (EQH).

Overall, Meridian's portfolio structure remained largely intact despite changes in specific holdings. Their focus on Technology stocks appears strong, even as they adjusted individual allocations and added new ETFs. For detailed insights into their investment strategy, visit Meridian Wealth Management.