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Meridian Wealth Management, LLC

Q2 2026 13F filing

Updated 36 days ago

837 disclosed positions worth $3.2B

Portfolio value
$3.2B
Total holdings
837
New positions
96
Closed positions
49
Increased
351
Decreased
313
Turnover
17.3%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

+121362.0%
Value
$145.8M
Shares
728.8K
% Port
4.49%
Q
2.QQQ

INVESCO QQQ TR

+1.8%
Value
$125.2M
Shares
170.0K
% Port
3.86%
A

APPLE INC

+0.4%
Value
$122.8M
Shares
424.4K
% Port
3.78%
X
4.XOM

EXXON MOBIL CORP

-5.7%
Value
$88.3M
Shares
645.6K
% Port
2.72%
A

AMAZON COM INC

-3.9%
Value
$84M
Shares
352.5K
% Port
2.59%
S
6.SPY

STATE STR SPDR S&P 500 ETF T

+505.6%
Value
$76.4M
Shares
102.3K
% Port
2.35%
G

ALPHABET INC

-3.1%
Value
$69.4M
Shares
194.2K
% Port
2.14%
J

JPMORGAN CHASE & CO

+1.3%
Value
$64M
Shares
195.6K
% Port
1.97%
M

MICROSOFT CORP

-1.7%
Value
$62.1M
Shares
166.5K
% Port
1.91%
M
10.MU

MICRON TECHNOLOGY INC

-3.1%
Value
$53.7M
Shares
46.5K
% Port
1.65%
A
11.AVGO

BROADCOM INC

+2.8%
Value
$51.6M
Shares
136.5K
% Port
1.59%
A
12.AMD

ADVANCED MICRO DEVICES INC

-2.8%
Value
$45M
Shares
77.5K
% Port
1.39%
T

TAIWAN SEMICONDUCTOR MANUFAC

+6.6%
Value
$41.6M
Shares
87.0K
% Port
1.28%
B

BERKSHIRE HATHAWAY INC DEL

+8921.1%
Value
$37.3M
Shares
74.5K
% Port
1.15%
C
15.CAT

CATERPILLAR INC

+1.1%
Value
$35.3M
Shares
33.1K
% Port
1.09%
V
16.VGES

VANGUARD INDEX FDS

+511.6%
Value
$35.2M
Shares
399.3K
% Port
1.08%
I
17.IVZ

INVESCO EXCH TRADED FD TR II

-13.5%
Value
$34.5M
Shares
213.7K
% Port
1.06%
G

ALPHABET INC

+0.3%
Value
$34.2M
Shares
96.8K
% Port
1.05%
E
19.ETHA

ISHARES TR

+11165.8%
Value
$33.7M
Shares
45.1K
% Port
1.04%
M
20.META

META PLATFORMS INC

-12.5%
Value
$32.4M
Shares
57.5K
% Port
1.00%
V
21.VGES

VANGUARD INDEX FDS

+6.1%
Value
$30.6M
Shares
140.7K
% Port
0.94%
T
22.TSLA

TESLA INC

+0.7%
Value
$30.1M
Shares
71.7K
% Port
0.93%
S

SCHWAB STRATEGIC TR

+1.5%
Value
$30.1M
Shares
889.4K
% Port
0.93%
A
24.AER

AERCAP HOLDINGS NV

+32.8%
Value
$26.8M
Shares
183.6K
% Port
0.82%
?
25.N/A

ALPS ETF TR

+8.0%
Value
$23.8M
Shares
923.6K
% Port
0.73%
G
26.GLD

SPDR GOLD TR

-29.2%
Value
$22.3M
Shares
60.5K
% Port
0.69%
V
27.VGES

VANGUARD INDEX FDS

-1.3%
Value
$22.2M
Shares
32.3K
% Port
0.68%
V
28.VGES

VANGUARD BD INDEX FDS

+5.1%
Value
$21.4M
Shares
291.9K
% Port
0.66%
V
29.VGES

VANGUARD INDEX FDS

+1.9%
Value
$20.8M
Shares
56.1K
% Port
0.64%
A
30.ABBV

ABBVIE INC

+1.3%
Value
$19.5M
Shares
77.4K
% Port
0.60%
V
31.VGES

VANGUARD INDEX FDS

+2.6%
Value
$18.9M
Shares
77.9K
% Port
0.58%
L
32.LLY

ELI LILLY & CO

+8.6%
Value
$18M
Shares
15.0K
% Port
0.56%
W
33.WMT

WALMART INC

-9.3%
Value
$17.9M
Shares
157.8K
% Port
0.55%
E
34.ETHA

ISHARES TR

-7.1%
Value
$17.1M
Shares
26.7K
% Port
0.53%
C
35.COST

COSTCO WHOLESALE CORPORATION

+0.6%
Value
$17M
Shares
18.2K
% Port
0.52%
E
36.ETHA

ISHARES TR

+16.6%
Value
$16.7M
Shares
172.9K
% Port
0.51%
S

SCHWAB STRATEGIC TR

+0.8%
Value
$16.4M
Shares
592.6K
% Port
0.51%
E
38.ETHA

ISHARES TR

-2.8%
Value
$15.9M
Shares
206.8K
% Port
0.49%
S

SPDR SERIES TRUST

+0.1%
Value
$15.5M
Shares
255.7K
% Port
0.48%
S

SPDR SERIES TRUST

-3.0%
Value
$15.4M
Shares
174.8K
% Port
0.47%
I
41.IBM

INTERNATIONAL BUSINESS MACHS

+1.4%
Value
$15.3M
Shares
54.5K
% Port
0.47%
E
42.ETHA

ISHARES TR

+1.4%
Value
$14.8M
Shares
195.9K
% Port
0.46%
F
43.FPF

FIRST TR EXCHNG TRADED FD VI

+2.6%
Value
$14.7M
Shares
403.0K
% Port
0.45%
S

SCHWAB STRATEGIC TR

+0.1%
Value
$13.7M
Shares
471.5K
% Port
0.42%
J
45.JNJ

JOHNSON & JOHNSON

-4.9%
Value
$13.6M
Shares
53.6K
% Port
0.42%
H
46.HD

HOME DEPOT INC

+9.1%
Value
$13.5M
Shares
38.2K
% Port
0.41%
?
47.N/A

INVESCO EXCHANGE TRADED FD T

-3.2%
Value
$13.4M
Shares
142.6K
% Port
0.41%
?
48.N/A

INVESCO EXCH TRADED FD TR II

+35.6%
Value
$13.3M
Shares
220.4K
% Port
0.41%
P
49.PANW

PALO ALTO NETWORKS INC

-3.4%
Value
$12.7M
Shares
37.3K
% Port
0.39%
C
50.CVX

CHEVRON CORPORATION

-3.2%
Value
$12.5M
Shares
75.2K
% Port
0.38%