We are live on ! Find out more
MWM

Meridian Wealth Management Portfolio holdings

AUM $3.25B
1-Year Est. Return 41%
This Fund
S&P 500
This Quarter Est. Return
+15.23%
1 Year Est. Return
+41%
3 Year Est. Return
+117.37%
5 Year Est. Return
+165.35%
10 Year Est. Return
–
AUM
$2.34B
AUM Growth
+$276M
Cap. Flow
+$54.5M
Cap. Flow %
2.33%
Top 10 Hldgs %
30.01%
Holding
685
New
65
Increased
308
Reduced
248
Closed
15

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$8.88M
2
AVGO icon
Broadcom
AVGO
+$7.74M
3
CRWV
CoreWeave
CRWV
+$6.64M
4
PLTR icon
Palantir
PLTR
+$6.39M
5
MRVL icon
Marvell Technology
MRVL
+$6.22M

Top Sells

Rank Stock Value
1
SMH icon
VanEck Semiconductor ETF
SMH
+$14.4M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$9.1M
3
NVDA icon
NVIDIA
NVDA
+$5.35M
4
DKNG icon
DraftKings
DKNG
+$4.15M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.64M

Sector Composition

Rank Sector Weight
1 Technology 20.63%
2 Financials 8.87%
3 Consumer Discretionary 5.84%
4 Industrials 4.91%
5 Energy 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGCV
226
Capital Group Conservative Equity ETF
CGCV
$2B
$1.7M 0.07%
+59,494
New +$1.61M
DUK icon
227
Duke Energy
DUK
$96.6B
$1.68M 0.07%
14,266
+233
+2% +$27.5K
ETN icon
228
Eaton
ETN
$174B
$1.68M 0.07%
4,699
+318
+7% +$97.9K
RKLB icon
229
Rocket Lab Corp
RKLB
$47.3B
$1.65M 0.07%
46,220
+100
+0.2% +$2.45K
ITB icon
230
iShares US Home Construction ETF
ITB
$2.28B
$1.64M 0.07%
17,568
+767
+5% +$70.1K
ENVX icon
231
Enovix
ENVX
$929M
$1.61M 0.07%
177,594
+25,885
+17% +$169K
IBDV icon
232
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.28B
$1.58M 0.07%
71,858
+6,603
+10% +$143K
SMH icon
233
VanEck Semiconductor ETF
SMH
$71.8B
$1.57M 0.07%
5,643
-62,096
-92% -$14.4M
SUB icon
234
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.55M 0.07%
14,601
+2,768
+23% +$292K
CGGO icon
235
Capital Group Global Growth Equity ETF
CGGO
$11.7B
$1.55M 0.07%
48,471
+152
+0.3% +$4.49K
CSCO icon
236
Cisco
CSCO
$476B
$1.54M 0.07%
22,213
+454
+2% +$27.9K
KR icon
237
Kroger
KR
$35.1B
$1.54M 0.07%
21,421
-235
-1% -$16.2K
IBDU icon
238
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.04B
$1.52M 0.06%
65,179
+7,707
+13% +$178K
CGCB icon
239
Capital Group Core Bond ETF
CGCB
$5.72B
$1.5M 0.06%
56,897
-1,888
-3% -$49.2K
IWO icon
240
iShares Russell 2000 Growth ETF
IWO
$14.8B
$1.48M 0.06%
5,191
-99
-2% -$26.1K
IXN icon
241
iShares Global Tech ETF
IXN
$8.74B
$1.47M 0.06%
15,914
+30
+0.2% +$2.43K
IWB icon
242
iShares Russell 1000 ETF
IWB
$49.7B
$1.47M 0.06%
4,323
– –
MGK icon
243
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.9B
$1.46M 0.06%
19,955
-695
-3% -$45.8K
PH icon
244
Parker-Hannifin
PH
$135B
$1.45M 0.06%
2,083
-91
-4% -$57.5K
SPDW icon
245
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
$1.45M 0.06%
35,856
+501
+1% +$19.2K
XLP icon
246
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$1.45M 0.06%
17,918
+2,666
+17% +$216K
SCMB icon
247
Schwab Municipal Bond ETF
SCMB
$3.93B
$1.45M 0.06%
57,392
+57
+0.1% +$1.43K
CGCP icon
248
Capital Group Core Plus Income ETF
CGCP
$8.42B
$1.43M 0.06%
63,588
-8,116
-11% -$180K
DAL icon
249
Delta Air Lines
DAL
$60.5B
$1.41M 0.06%
28,716
-3,488
-11% -$160K
FTNT icon
250
Fortinet
FTNT
$117B
$1.41M 0.06%
13,312
+2,141
+19% +$216K
8 9
10
11 12

Similar funds

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Meridian Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Meridian Wealth Management held 685 positions worth $2.34B, up 13% from $2.07B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Meridian Wealth Management's Q2 2025 filing shows 65 new, 308 increased, 248 reduced and 15 closed positions. Its largest new stake was CoreWeave: 72,018 shares worth $11.7M. The largest sale was VanEck Semiconductor ETF, an estimated $14.4M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 18% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Meridian Wealth Management's largest Q2 2025 buy was CoreWeave: 72,018 shares worth $11.7M.
  • Meridian Wealth Management added most to Tesla in Q2 2025, an estimated $8.88M increase.
  • Meridian Wealth Management's biggest Q2 2025 reduction was VanEck Semiconductor ETF, cutting an estimated $14.4M.
  • Meridian Wealth Management fully exited US Steel in Q2 2025, selling an estimated $852K.
  • Meridian Wealth Management's ten largest holdings make up 30% of its $2.34B portfolio in Q2 2025.
  • Meridian Wealth Management opened 65 new positions and closed 15 in Q2 2025.
  • Meridian Wealth Management's portfolio value rose 13% quarter-over-quarter to $2.34B.

Based on Meridian Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.