DOSSIER · 13F-HR · Q1 2026

Meridian Wealth Management, LLC

$2.8B in tracked AUM across 782 positions as of Q1 2026.

MW
CIK 0001697300 · last filed Mar 31, 2026
Total AUM
$2.8B
as of Q1 2026
Holdings
782
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Meridian Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$138M788K4.8%
02
XOM
EXXON MOBIL CORP
$116M685K4.1%
03
AAPL
APPLE INC
$107M423K3.8%
04
QQQ
INVESCO QQQ TR
$96M167K3.4%
05
AMZN
AMAZON COM INC
$76M367K2.7%
06
SPY
STATE STR SPDR S&P 500 ETF T
$73M118K2.6%
07
MSFT
MICROSOFT CORP
$63M169K2.2%
08
GOOGL
ALPHABET INC
$58M201K2.0%
09
JPM
JPMORGAN CHASE & CO
$57M193K2.0%
10
AVGO
BROADCOM INC
$41M133K1.4%

Filing history

2026Q1Mar 31
$2.8B 0.2%
782 positionsView →
2025Q4Dec 31
$2.8B 8.9%
771 positionsView →
2025Q3Sep 30
$2.6B 11.4%
707 positionsView →
2025Q2Jun 30
$2.3B 13.4%
670 positionsLocked
2025Q1Mar 31
$2.1B 2.3%
620 positionsLocked
2024Q4Dec 31
$2.1B 3.9%
625 positionsLocked
2024Q3Sep 30
$2.0B 143.2%
627 positionsLocked
2024Q2Jun 30
$837M 39.3%
290 positionsLocked
2024Q1Mar 31
$601M 61.6%
199 positionsLocked
2023Q4Dec 31
$1.6B 4.0%
592 positionsLocked
2023Q3Sep 30
$1.6B 37.6%
540 positionsLocked
2023Q2Jun 30
$1.2B 3.5%
545 positionsLocked
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