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
+3.22%
1 Year Est. Return
+41%
3 Year Est. Return
+117.37%
5 Year Est. Return
+165.35%
10 Year Est. Return
–
AUM
$2.84B
AUM Growth
+$232M
Cap. Flow
+$176M
Cap. Flow %
6.18%
Top 10 Hldgs %
30.24%
Holding
790
New
83
Increased
412
Reduced
203
Closed
38

Top Buys

Rank Stock Value
1
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$21.8M
2
META icon
Meta Platforms (Facebook)
META
+$20.9M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.4M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
XFIV icon
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
+$9.28M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$15.9M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.23M
3
AMSC icon
American Superconductor
AMSC
+$5.41M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$4.65M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.65M

Sector Composition

Rank Sector Weight
1 Technology 21.2%
2 Financials 8.25%
3 Consumer Discretionary 6.07%
4 Communication Services 5.88%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
226
Qualcomm
QCOM
$176B
$2.04M 0.07%
11,921
+1,296
+12% +$222K
XLU icon
227
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$2.03M 0.07%
47,571
+9,897
+26% +$438K
ETN icon
228
Eaton
ETN
$174B
$2.03M 0.07%
6,360
+1,293
+26% +$458K
IBDV icon
229
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$2.01M 0.07%
91,120
+4,940
+6% +$109K
GOVT icon
230
iShares US Treasury Bond ETF
GOVT
$43.8B
$1.97M 0.07%
85,658
-398,489
-82% -$9.23M
SSO icon
231
ProShares Ultra S&P500
SSO
$8.41B
$1.96M 0.07%
33,824
-550
-2% -$31.5K
VYMI icon
232
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$1.95M 0.07%
21,684
+16,135
+291% +$1.4M
IWY icon
233
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$1.95M 0.07%
7,043
-17
-0.2% -$4.71K
MU icon
234
Micron Technology
MU
$991B
$1.94M 0.07%
6,797
+2,636
+63% +$605K
CSCO icon
235
Cisco
CSCO
$479B
$1.93M 0.07%
25,093
+2,553
+11% +$189K
IEV icon
236
iShares Europe ETF
IEV
$1.7B
$1.93M 0.07%
28,174
+185
+0.7% +$12.4K
EMXC icon
237
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$1.9M 0.07%
26,197
-475
-2% -$33.7K
DUK icon
238
Duke Energy
DUK
$97.3B
$1.88M 0.07%
16,040
+1,515
+10% +$185K
RIOT icon
239
Riot Platforms
RIOT
$7.76B
$1.87M 0.07%
147,777
-8,772
-6% -$150K
SOXQ icon
240
Invesco PHLX Semiconductor ETF
SOXQ
$2.91B
$1.85M 0.07%
+33,152
New +$1.81M
QLD icon
241
ProShares Ultra QQQ
QLD
$14.1B
$1.85M 0.07%
26,220
+92
+0.4% +$6.52K
PFE icon
242
Pfizer
PFE
$153B
$1.85M 0.07%
74,120
-1,875
-2% -$47.3K
T icon
243
AT&T
T
$163B
$1.84M 0.06%
74,117
+4,493
+6% +$114K
DIS icon
244
Walt Disney
DIS
$181B
$1.81M 0.06%
15,902
+146
+0.9% +$16.1K
PH icon
245
Parker-Hannifin
PH
$135B
$1.8M 0.06%
2,051
+21
+1% +$17.2K
ABT icon
246
Abbott
ABT
$187B
$1.8M 0.06%
14,335
-3,975
-22% -$506K
ITB icon
247
iShares US Home Construction ETF
ITB
$2.41B
$1.79M 0.06%
18,564
-7
-0% -$707
WM icon
248
Waste Management
WM
$91B
$1.79M 0.06%
8,130
+131
+2% +$27.9K
IJK icon
249
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.78M 0.06%
18,398
+48
+0.3% +$4.62K
MUB icon
250
iShares National Muni Bond ETF
MUB
$45.9B
$1.77M 0.06%
16,493
+3,142
+24% +$336K
8 9
10
11 12

Similar funds

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 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
PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return

Meridian Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Meridian Wealth Management held 790 positions worth $2.84B, up 8.9% from $2.61B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Meridian Wealth Management deployed $176M of net new capital in Q4 2025, opening 83 new positions and adding to 412 existing holdings. Its largest new stake was ALPS Smith Core Plus Bond ETF: 832,218 shares worth $21.7M.

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

On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $15.9M trimmed.

  • Meridian Wealth Management's largest Q4 2025 buy was ALPS Smith Core Plus Bond ETF: 832,218 shares worth $21.7M.
  • Meridian Wealth Management added most to Meta Platforms (Facebook) in Q4 2025, an estimated $20.9M increase.
  • Meridian Wealth Management's biggest Q4 2025 reduction was Vanguard Total Bond Market, cutting an estimated $15.9M.
  • Meridian Wealth Management fully exited American Superconductor in Q4 2025, selling an estimated $5.41M.
  • Meridian Wealth Management's ten largest holdings make up 30% of its $2.84B portfolio in Q4 2025.
  • Meridian Wealth Management opened 83 new positions and closed 38 in Q4 2025.
  • Meridian Wealth Management's portfolio value rose 8.9% quarter-over-quarter to $2.84B.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.