Funds › Meridian Wealth Management, LLC
Meridian Wealth Management, LLC
13F for Q3 2026, filed Nov 5, 2026. 767 positions worth $3.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 5, 2026
Reported value
$3.4B
+$108.9M (3.4%) vs Q2 2026
Positions
767
809 in Q2 2026
Top 10 share
28.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 750,796 | $171.5M | 5.1% | +3.0% | 13F ↗ |
| 2 | AAPL Apple Inc. | 413,696 | $137.8M | 4.1% | -2.5% | 13F ↗ |
| 3 | Invesco Qqq Tr | 167,437 | $123.9M | 3.7% | -1.5% | 13F ↗ |
| 4 | XOM ExxonMobil Holdings Corporation | 610,693 | $99.4M | 3.0% | New | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 348,413 | $86.8M | 2.6% | -1.2% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 166,993 | $85.7M | 2.6% | +0.3% | 13F ↗ |
| 7 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 100,358 | $76.5M | 2.3% | -1.9% | 13F ↗ |
| 8 | GOOGL Alphabet Inc. Class A | 216,261 | $74.4M | 2.2% | +11.4% | 13F ↗ |
| 9 | JPM JPMorgan Chase & Co. | 174,817 | $57.8M | 1.7% | -10.6% | 13F ↗ |
| 10 | AVGO Broadcom Inc. | 143,201 | $50.3M | 1.5% | +4.9% | 13F ↗ |
| 11 | MU Micron Technology, Inc. | 46,937 | $50.0M | 1.5% | +0.9% | 13F ↗ |
| 12 | AMD Advanced Micro Devices, Inc. | 76,179 | $46.6M | 1.4% | -1.7% | 13F ↗ |
| 13 | META Meta Platforms, Inc. | 61,458 | $44.6M | 1.3% | +7.0% | 13F ↗ |
| 14 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 87,296 | $39.8M | 1.2% | +0.3% | 13F ↗ |
| 15 | GOOG Alphabet Inc. Class C | 113,933 | $38.8M | 1.2% | +17.7% | 13F ↗ |
| 16 | Vanguard Index Fds Mrngstr Grwt Etf | 403,112 | $37.1M | 1.1% | +1.0% | 13F ↗ |
| 17 | iShares Tr Core S&P500 Etf | 45,400 | $34.7M | 1.0% | +0.7% | 13F ↗ |
| 18 | Invesco Exch Traded Fd Tr II S&P 500 Momntm | 220,572 | $33.4M | 1.0% | +3.2% | 13F ↗ |
| 19 | Schwab Strategic Tr Us Lcap Gr Etf | 885,603 | $31.8M | 0.9% | -0.4% | 13F ↗ |
| 20 | BRK-B Berkshire Hathaway Inc. Class B | 63,111 | $31.4M | 0.9% | -15.3% | 13F ↗ |
| 21 | Vanguard Index Fds Mrngstr Val Etf | 142,266 | $30.7M | 0.9% | +1.1% | 13F ↗ |
| 22 | CAT Caterpillar, Inc. | 33,427 | $27.1M | 0.8% | +0.9% | 13F ↗ |
| 23 | AER AerCap Holdings N.V. | 183,574 | $26.3M | 0.8% | Unchanged | 13F ↗ |
| 24 | TSLA Tesla, Inc. | 72,571 | $25.7M | 0.8% | +1.2% | 13F ↗ |
| 25 | Alps ETF Tr Smith Core Plus | 993,088 | $24.4M | 0.7% | +7.5% | 13F ↗ |
| 26 | Vanguard Index Fds S&P 500 Etf Shs | 32,782 | $23.0M | 0.7% | +1.4% | 13F ↗ |
| 27 | Vanguard Index Fds Mrngstr Ttl Stk | 57,938 | $21.7M | 0.6% | +3.3% | 13F ↗ |
| 28 | Vanguard Bd Index Fds Total Bnd Mrkt | 304,688 | $21.4M | 0.6% | +4.4% | 13F ↗ |
| 29 | GEV GE Vernova Inc. | 22,097 | $21.0M | 0.6% | +197% | 13F ↗ |
| 30 | ABBV AbbVie Inc. | 80,071 | $20.9M | 0.6% | +3.5% | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Sml Cp V | 80,586 | $18.6M | 0.6% | +3.4% | 13F ↗ |
| 32 | GLD SPDR Gold Shares · Gold Shs | 48,852 | $18.6M | 0.6% | -19.2% | 13F ↗ |
| 33 | LLY Eli Lilly and Company | 15,680 | $18.1M | 0.5% | +4.3% | 13F ↗ |
| 34 | iShares Tr Core Msci Eafe | 182,801 | $17.7M | 0.5% | +5.7% | 13F ↗ |
| 35 | Schwab Strategic Tr Intl Eqty Etf | 602,897 | $16.6M | 0.5% | +1.7% | 13F ↗ |
| 36 | Spdr Series Trust St Str P500ETF | 182,424 | $16.4M | 0.5% | +4.4% | 13F ↗ |
| 37 | PLTR Palantir Technologies Inc. | 86,640 | $16.2M | 0.5% | -10.0% | 13F ↗ |
| 38 | COST Costco Wholesale Corporation | 17,796 | $16.2M | 0.5% | -2.1% | 13F ↗ |
| 39 | WMT Walmart Inc. | 155,212 | $16.1M | 0.5% | -1.6% | 13F ↗ |
| 40 | CVX Chevron Corporation | 74,834 | $15.3M | 0.5% | -0.5% | 13F ↗ |
| 41 | First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 407,060 | $15.3M | 0.5% | +1.0% | 13F ↗ |
| 42 | Spdr Series Trust St Str P500VAL | 248,133 | $15.2M | 0.5% | -3.0% | 13F ↗ |
| 43 | iShares Tr Core S&P Mcp Etf | 208,094 | $15.0M | 0.4% | +0.6% | 13F ↗ |
| 44 | iShares Tr Core Div Grwth | 197,148 | $14.9M | 0.4% | +0.7% | 13F ↗ |
| 45 | iShares Tr Ishares Semicdtr | 25,608 | $14.6M | 0.4% | -4.1% | 13F ↗ |
| 46 | BE Bloom Energy Corporation | 51,680 | $14.3M | 0.4% | +68.2% | 13F ↗ |
| 47 | Invesco Exch Traded Fd Tr II S&P Intl Momnt | 229,240 | $14.0M | 0.4% | +4.0% | 13F ↗ |
| 48 | CRWD CrowdStrike Holdings, Inc. | 52,339 | $13.9M | 0.4% | -1.3% | 13F ↗ |
| 49 | Schwab Strategic Tr Us Brd Mkt Etf | 470,460 | $13.8M | 0.4% | -0.2% | 13F ↗ |
| 50 | SNDK Sandisk Corporation | 7,908 | $13.8M | 0.4% | +1039% | 13F ↗ |
Showing the top 50 of 767 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
32 new, 356 added to, 320 trimmed, 74 exited, 59 unchanged. By estimated dollars.
New positions (32)
| XOM ExxonMobil Holdings Corporation | 610,693 | New | $99.4M |
| TLN Talen Energy Corporation | 12,869 | New | $4.0M |
| Wisdomtree Tr Emer Mkt High Fd | 69,350 | New | $3.8M |
| Victory Portfolios II Etf | 64,975 | New | $3.3M |
| Ea Series Trust Alpha Architect | 50,430 | New | $2.6M |
| KKR KKR & Co. Inc. | 20,257 | New | $1.8M |
| Touchstone ETF Trust Ultra Short Incm | 58,758 | New | $1.5M |
| RVII Robinhood Ventures Fund II · Com Shs Ben Int | 49,800 | New | $1.1M |
| ROST Ross Stores, Inc. | 4,430 | New | $1.0M |
| AAAU Goldman Sachs Physical Gold ETF · Units | 22,982 | New | $941.3K |
Added to (356)
| GEV GE Vernova Inc. | 22,097 | +197% | $13.9M |
| SNDK Sandisk Corporation | 7,908 | +1039% | $12.6M |
| GOOGL Alphabet Inc. Class A | 216,261 | +11.4% | $7.6M |
| GOOG Alphabet Inc. Class C | 113,933 | +17.7% | $5.8M |
| BE Bloom Energy Corporation | 51,680 | +68.2% | $5.8M |
| iShares Tr Trs Flt Rt Bd | 193,602 | +124% | $5.4M |
| NVDA NVIDIA Corporation | 750,796 | +3.0% | $5.0M |
| Goldman Sachs ETF Tr S&P 500 Premium | 114,721 | +258% | $4.6M |
| Goldman Sachs ETF Tr Nasda 100 Etf | 107,797 | +282% | $4.6M |
| SPCX Space Exploration Technologies Corp. | 54,644 | +98.9% | $4.1M |
Trimmed (320)
| JPM JPMorgan Chase & Co. | 174,817 | -10.6% | -$6.9M |
| BRK-B Berkshire Hathaway Inc. Class B | 63,111 | -15.3% | -$5.7M |
| GLD SPDR Gold Shares · Gold Shs | 48,852 | -19.2% | -$4.4M |
| INTC Intel Corporation | 30,890 | -50.3% | -$3.7M |
| AAPL Apple Inc. | 413,696 | -2.5% | -$3.6M |
| Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 9,512 | -53.5% | -$3.3M |
| Vanguard Index Fds Real Estate Etf | 12,258 | -71.3% | -$2.7M |
| PANW Palo Alto Networks, Inc. | 30,436 | -18.4% | -$2.7M |
| Roundhill ETF Trust Memory Etf | 29,344 | -55.3% | -$2.2M |
| Invesco Qqq Tr | 167,437 | -1.5% | -$1.9M |
Exited (74)
| Exxon Mobil Corp | 645,636 | Exited | -$88.3M |
| John Hancock Exchange Traded Pfd Income Etf | 59,387 | Exited | -$1.3M |
| Amplify ETF Tr Amplify Junior S | 40,379 | Exited | -$1.0M |
| iShares Tr China LG-CAP Etf | 31,114 | Exited | -$982.9K |
| PPG PPG Industries, Inc. | 6,976 | Exited | -$846.1K |
| COHR Coherent Corp. | 1,668 | Exited | -$658.0K |
| Schwab Strategic Tr 5 10YR Corp Bd | 27,499 | Exited | -$622.6K |
| XNDU Xanadu Quantum Technologies Limited | 51,000 | Exited | -$617.6K |
| Oneok Inc | 6,598 | Exited | -$573.7K |
| Global X Fds Data Ctr Dig Etf | 17,721 | Exited | -$538.2K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 5, 2026 | 13F-HR | 781 | $3.4B | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 830 | $3.2B | Current | SEC ↗ |
| Q1 2026 | May 6, 2026 | 13F-HR | 777 | $2.8B | Current | SEC ↗ |
| Q4 2025 | Feb 4, 2026 | 13F-HR | 752 | $2.8B | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 707 | $2.6B | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 670 | $2.3B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 620 | $2.1B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer