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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
FNCL icon
276
Fidelity MSCI Financials Index ETF
FNCL
$2.41B
$1.23M 0.05%
16,554
+97
+0.6% +$6.73K
QUAL icon
277
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
$1.23M 0.05%
6,701
-10
-0.1% -$1.73K
PNC icon
278
PNC Financial Services
PNC
$101B
$1.22M 0.05%
6,555
+40
+0.6% +$6.77K
PSA icon
279
Public Storage
PSA
$61.1B
$1.2M 0.05%
4,091
+379
+10% +$112K
GS icon
280
Goldman Sachs
GS
$301B
$1.18M 0.05%
1,673
+233
+16% +$135K
BIV icon
281
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$1.17M 0.05%
15,164
-5,151
-25% -$392K
MMM icon
282
3M
MMM
$93.2B
$1.17M 0.05%
7,697
+90
+1% +$12.9K
DVY icon
283
iShares Select Dividend ETF
DVY
$23.5B
$1.17M 0.05%
8,805
-76
-0.9% -$9.84K
IWS icon
284
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$1.17M 0.05%
8,830
-489
-5% -$61.3K
IGIB icon
285
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$1.16M 0.05%
21,744
-430
-2% -$22.4K
CI icon
286
Cigna
CI
$72.7B
$1.15M 0.05%
3,472
+25
+0.7% +$8.06K
VXUS icon
287
Vanguard Total International Stock ETF
VXUS
$158B
$1.14M 0.05%
16,545
+15
+0.1% +$974
UPS icon
288
United Parcel Service
UPS
$87.7B
$1.14M 0.05%
11,288
-272
-2% -$26.8K
XLU icon
289
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$1.13M 0.05%
27,692
+2,128
+8% +$84.8K
AVUV icon
290
Avantis US Small Cap Value ETF
AVUV
$30.7B
$1.11M 0.05%
12,208
+102
+0.8% +$8.79K
EFG icon
291
iShares MSCI EAFE Growth ETF
EFG
$17B
$1.11M 0.05%
9,917
-1,721
-15% -$182K
ETV
292
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.75B
$1.09M 0.05%
78,461
+7,101
+10% +$93.1K
DBEF icon
293
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.33B
$1.09M 0.05%
24,856
+2,498
+11% +$108K
GD icon
294
General Dynamics
GD
$105B
$1.08M 0.05%
3,719
-92
-2% -$25.3K
RCL icon
295
Royal Caribbean
RCL
$85.7B
$1.08M 0.05%
3,441
+1
+0% +$238
SSD icon
296
Simpson Manufacturing
SSD
$7.96B
$1.07M 0.05%
6,901
– –
VDE icon
297
Vanguard Energy ETF
VDE
$9.84B
$1.07M 0.05%
8,991
+6,069
+208% +$706K
FICO icon
298
Fair Isaac
FICO
$22.3B
$1.07M 0.05%
584
-85
-13% -$160K
VNQ icon
299
Vanguard Real Estate ETF
VNQ
$38.8B
$1.06M 0.05%
11,950
+972
+9% +$85.7K
FITB
300
Fifth Third Bancorp
FITB
$51.7B
$1.06M 0.05%
25,820
+54
+0.2% +$2.03K
10 11
12
13 14

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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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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.