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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
USO icon
251
United States Oil Fund
USO
$1.86B
$1.4M 0.06%
19,208
– –
AXP icon
252
American Express
AXP
$231B
$1.4M 0.06%
4,397
+353
+9% +$99.4K
CAH icon
253
Cardinal Health
CAH
$55.7B
$1.4M 0.06%
8,347
-375
-4% -$55.7K
FAST icon
254
Fastenal
FAST
$58.3B
$1.39M 0.06%
33,152
+16,820
+103% +$682K
LIN icon
255
Linde
LIN
$226B
$1.37M 0.06%
2,931
-96
-3% -$43.8K
VGSH icon
256
Vanguard Short-Term Treasury ETF
VGSH
$29.2B
$1.37M 0.06%
23,377
-774
-3% -$45.3K
VV icon
257
Vanguard Morningstar Large-Cap ETF
VV
$54B
$1.37M 0.06%
4,811
– –
FBCG
258
Fidelity Blue Chip Growth ETF
FBCG
$7.18B
$1.37M 0.06%
28,316
– –
HON icon
259
Honeywell
HON
$76.3B
$1.34M 0.06%
6,108
-123
-2% -$24.9K
SHY icon
260
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$1.34M 0.06%
16,152
+1,961
+14% +$162K
NET icon
261
Cloudflare
NET
$101B
$1.34M 0.06%
6,831
+323
+5% +$46.9K
SPYD icon
262
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$8.71B
$1.33M 0.06%
31,429
+2,079
+7% +$87.4K
DIVO icon
263
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.79B
$1.33M 0.06%
31,325
+1,490
+5% +$60.5K
JEPI icon
264
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$1.32M 0.06%
23,306
+3,239
+16% +$179K
TXN icon
265
Texas Instruments
TXN
$254B
$1.3M 0.06%
6,262
-15,700
-71% -$2.79M
CGW icon
266
Invesco S&P Global Water Index ETF
CGW
$1.08B
$1.29M 0.06%
20,692
+4,164
+25% +$245K
JAAA icon
267
Janus Henderson AAA CLO ETF
JAAA
$29.2B
$1.28M 0.05%
25,140
+396
+2% +$20K
MUB icon
268
iShares National Muni Bond ETF
MUB
$45.3B
$1.27M 0.05%
12,183
-2,350
-16% -$244K
AVLV icon
269
Avantis US Large Cap Value ETF
AVLV
$18.1B
$1.27M 0.05%
18,621
+293
+2% +$18.9K
IJK icon
270
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
$1.25M 0.05%
13,773
-311
-2% -$26.6K
IWN icon
271
iShares Russell 2000 Value ETF
IWN
$14.5B
$1.25M 0.05%
7,931
-379
-5% -$56.4K
TBIL
272
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
$1.25M 0.05%
25,003
-2,883
-10% -$144K
MAR icon
273
Marriott International
MAR
$93.8B
$1.24M 0.05%
4,531
-222
-5% -$55.7K
VBK icon
274
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.9B
$1.23M 0.05%
4,456
-61
-1% -$15.7K
NOBL icon
275
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$1.23M 0.05%
24,394
-448
-2% -$22.1K
9 10
11
12 13

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AIP
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FEG
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BCI
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EWA
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SYBT
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KIM
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YCM
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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.