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MWM

Meridian Wealth Management Portfolio holdings

AUM $2.85B
1-Year Est. Return 31.23%
This Fund
S&P 500
This Quarter Est. Return
-0.34%
1 Year Est. Return
+31.23%
3 Year Est. Return
+90.96%
5 Year Est. Return
+135.82%
10 Year Est. Return
–
AUM
$2.85B
AUM Growth
+$6.77M
Cap. Flow
+$107M
Cap. Flow %
3.76%
Top 10 Hldgs %
28.69%
Holding
829
New
77
Increased
346
Reduced
298
Closed
54

Top Buys

Rank Stock Value
1
MU icon
Micron Technology
MU
+$16.1M
2
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$8.92M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$7.89M
4
GLD icon
SPDR Gold Trust
GLD
+$5.68M
5
TSM icon
TSMC
TSM
+$5.38M

Top Sells

Rank Stock Value
1
HOOD icon
Robinhood
HOOD
+$17.3M
2
AMZN icon
Amazon
AMZN
+$3.77M
3
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.43M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

Rank Sector Weight
1 Technology 19.4%
2 Financials 6.64%
3 Energy 5.45%
4 Consumer Discretionary 5.27%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVS icon
301
Novartis
NVS
$292B
$1.36M 0.05%
8,929
+132
+2% +$20.2K
AEP icon
302
American Electric Power
AEP
$72.4B
$1.36M 0.05%
10,390
+2,329
+29% +$291K
DBEF icon
303
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
$1.36M 0.05%
27,545
+1,786
+7% +$89.5K
VV icon
304
Vanguard Large-Cap ETF
VV
$52.5B
$1.36M 0.05%
4,550
-158
-3% -$49.4K
XLI icon
305
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$1.36M 0.05%
8,386
+1,729
+26% +$290K
DIVO icon
306
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.41B
$1.36M 0.05%
30,236
-1,686
-5% -$77.2K
SPYD icon
307
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.63B
$1.35M 0.05%
29,571
+52
+0.2% +$2.39K
VGSH icon
308
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$1.32M 0.05%
22,556
-148
-0.7% -$8.69K
PSA icon
309
Public Storage
PSA
$54.7B
$1.31M 0.05%
4,854
+92
+2% +$26.4K
ETV
310
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.75B
$1.31M 0.05%
96,023
+7,531
+9% +$108K
SPSM icon
311
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$1.29M 0.05%
26,683
+2,686
+11% +$133K
GD icon
312
General Dynamics
GD
$101B
$1.29M 0.05%
3,755
+81
+2% +$28.7K
SILJ icon
313
Amplify Junior Silver Miners ETF
SILJ
$3.41B
$1.28M 0.05%
+43,150
New +$1.43M
DIVI icon
314
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.66B
$1.28M 0.04%
+32,132
New +$1.31M
BP icon
315
BP
BP
$112B
$1.27M 0.04%
27,080
+229
+0.9% +$8.97K
NVDA icon
316
CALL
NVIDIA
NVDA
$5.14T
$1.26M 0.04%
2,600
+2,580
+12,900% +$473K
D icon
317
Dominion Energy
D
$62.5B
$1.26M 0.04%
20,392
+2,152
+12% +$133K
SHLD icon
318
Global X Defense Tech ETF
SHLD
$6.82B
$1.26M 0.04%
17,775
+2,187
+14% +$163K
IWD icon
319
iShares Russell 1000 Value ETF
IWD
$81.7B
$1.26M 0.04%
5,893
-47
-0.8% -$10.3K
FNCL icon
320
Fidelity MSCI Financials Index ETF
FNCL
$2.34B
$1.24M 0.04%
17,615
-2,577
-13% -$191K
CB icon
321
Chubb
CB
$133B
$1.23M 0.04%
3,775
+450
+14% +$144K
GLDM icon
322
SPDR Gold MiniShares Trust
GLDM
$28B
$1.22M 0.04%
13,169
-213
-2% -$20.5K
PGR icon
323
Progressive
PGR
$119B
$1.22M 0.04%
6,145
-3,937
-39% -$813K
GBTC icon
324
Grayscale Bitcoin Trust
GBTC
$9.91B
$1.19M 0.04%
22,470
-319
-1% -$19K
FDIS icon
325
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.66B
$1.18M 0.04%
12,622
+1,975
+19% +$198K
11 12
13
14 15

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FISPB
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WG
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SAI
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YC
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AIP
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AHSSHC
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CAM
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Meridian Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Meridian Wealth Management held 829 positions worth $2.85B, up 0.24% from $2.84B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Meridian Wealth Management deployed $107M of net new capital in Q1 2026, opening 77 new positions and adding to 346 existing holdings. Its largest new stake was Strategas Macro Thematic Opportunities ETF: 61,566 shares worth $2.42M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 21% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was Robinhood, an estimated $17.3M trimmed.

  • Meridian Wealth Management's largest Q1 2026 buy was Strategas Macro Thematic Opportunities ETF: 61,566 shares worth $2.42M.
  • Meridian Wealth Management added most to Micron Technology in Q1 2026, an estimated $16.1M increase.
  • Meridian Wealth Management's biggest Q1 2026 reduction was Robinhood, cutting an estimated $17.3M.
  • Meridian Wealth Management fully exited Invesco S&P MidCap Momentum ETF in Q1 2026, selling an estimated $2.27M.
  • Meridian Wealth Management's ten largest holdings make up 29% of its $2.85B portfolio in Q1 2026.
  • Meridian Wealth Management opened 77 new positions and closed 54 in Q1 2026.
  • Meridian Wealth Management's portfolio value rose 0.24% quarter-over-quarter to $2.85B.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.