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Meridian Wealth Management, LLC
hedge fundUpdated 36 days agoManaged by Meridian Wealth Management, Llc • Latest filing Q2 2026
Portfolio value
$3.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
99.4%
Weight of largest holdings
Annualized return
37.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1.1B |
| Q2 2023 | $1.2B |
| Q3 2023 | $1.6B |
| Q4 2023 | $1.6B |
| Q1 2024 | $600.7M |
| Q2 2024 | $836.6M |
| Q3 2024 | $2B |
| Q4 2024 | $2.1B |
| Q1 2025 | $2.1B |
| Q2 2025 | $2.3B |
| Q3 2025 | $2.6B |
| Q4 2025 | $2.8B |
| Q1 2026 | $2.8B |
| Q2 2026 | $3.2B |
Top holdings
837 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $145.8M | 728.8K | 4.49% | Added(+121362.0%) |
| 2 | Q QQQ INVESCO QQQ TR | $125.2M | 170.0K | 3.86% | Added(+1.8%) |
| 3 | A AAPL APPLE INC | $122.8M | 424.4K | 3.78% | Added(+0.4%) |
| 4 | X XOM EXXON MOBIL CORP | $88.3M | 645.6K | 2.72% | Trimmed(-5.7%) |
| 5 | A AMZN AMAZON COM INC | $84M | 352.5K | 2.59% | Trimmed(-3.9%) |
| 6 | S SPY STATE STR SPDR S&P 500 ETF T | $76.4M | 102.3K | 2.35% | Added(+505.6%) |
| 7 | G GOOGN ALPHABET INC | $69.4M | 194.2K | 2.14% | Trimmed(-3.1%) |
| 8 | J JPM-PM JPMORGAN CHASE & CO | $64M | 195.6K | 1.97% | Added(+1.3%) |
| 9 | M MSFT MICROSOFT CORP | $62.1M | 166.5K | 1.91% | Trimmed(-1.7%) |
| 10 | M MU MICRON TECHNOLOGY INC | $53.7M | 46.5K | 1.65% | Trimmed(-3.1%) |
| 11 | A AVGO BROADCOM INC | $51.6M | 136.5K | 1.59% | Added(+2.8%) |
| 12 | A AMD ADVANCED MICRO DEVICES INC | $45M | 77.5K | 1.39% | Trimmed(-2.8%) |
| 13 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $41.6M | 87.0K | 1.28% | Added(+6.6%) |
| 14 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $37.3M | 74.5K | 1.15% | Added(+8921.1%) |
| 15 | C CAT CATERPILLAR INC | $35.3M | 33.1K | 1.09% | Added(+1.1%) |
| 16 | V VGES VANGUARD INDEX FDS | $35.2M | 399.3K | 1.08% | Added(+511.6%) |
| 17 | I IVZ INVESCO EXCH TRADED FD TR II | $34.5M | 213.7K | 1.06% | Trimmed(-13.5%) |
| 18 | G GOOGN ALPHABET INC | $34.2M | 96.8K | 1.05% | Added(+0.3%) |
| 19 | E ETHA ISHARES TR | $33.7M | 45.1K | 1.04% | Added(+11165.8%) |
| 20 | M META META PLATFORMS INC | $32.4M | 57.5K | 1.00% | Trimmed(-12.5%) |