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
DVA icon
326
DaVita
DVA
$11.5B
$923K 0.04%
6,476
-705
-10% -$99.9K
ETB
327
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$456M
$919K 0.04%
63,635
+6,339
+11% +$86.2K
FHLC icon
328
Fidelity MSCI Health Care Index ETF
FHLC
$3.33B
$907K 0.04%
14,182
+1,442
+11% +$91.8K
FLRN icon
329
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.08B
$897K 0.04%
29,106
+98
+0.3% +$3.01K
MO icon
330
Altria Group
MO
$113B
$893K 0.04%
15,283
+374
+3% +$22K
AOA icon
331
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.26B
$888K 0.04%
+10,652
New +$833K
ASML icon
332
ASML
ASML
$655B
$872K 0.04%
1,089
+98
+10% +$70.3K
JNK icon
333
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.91B
$861K 0.04%
8,847
-10,723
-55% -$1.02M
CL icon
334
Colgate-Palmolive
CL
$74.1B
$854K 0.04%
9,396
-386
-4% -$35.2K
FDIS icon
335
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.71B
$847K 0.04%
8,999
-361
-4% -$31.8K
IXUS icon
336
iShares Core MSCI Total International Stock ETF
IXUS
$59.5B
$836K 0.04%
10,819
-22
-0.2% -$1.61K
PPG icon
337
PPG Industries
PPG
$26B
$835K 0.04%
7,341
-324
-4% -$35K
SPMB icon
338
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.98B
$834K 0.04%
37,746
-984
-3% -$21.5K
CM icon
339
Canadian Imperial Bank of Commerce
CM
$108B
$832K 0.04%
11,752
-4
-0% -$257
ADP icon
340
Automatic Data Processing
ADP
$109B
$831K 0.04%
2,693
-29
-1% -$8.91K
VTIP icon
341
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$827K 0.04%
16,451
+2,585
+19% +$129K
ESGU icon
342
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$819K 0.04%
6,052
-13
-0.2% -$1.62K
APP icon
343
Applovin
APP
$113B
$818K 0.03%
2,337
+737
+46% +$239K
FCOM icon
344
Fidelity MSCI Communication Services Index ETF
FCOM
$1.8B
$817K 0.03%
12,599
+128
+1% +$7.46K
FISV
345
Fiserv Inc
FISV
$28.9B
$815K 0.03%
4,728
-56
-1% -$10.2K
XLB icon
346
State Street Materials Select Sector SPDR ETF
XLB
$8.55B
$813K 0.03%
18,532
+2
+0% +$85
ECL icon
347
Ecolab
ECL
$79.8B
$812K 0.03%
3,015
+30
+1% +$7.63K
BP icon
348
BP
BP
$109B
$812K 0.03%
27,136
-1,610
-6% -$47.2K
F icon
349
Ford
F
$55B
$812K 0.03%
74,853
-5,517
-7% -$56.2K
FIDU icon
350
Fidelity MSCI Industrials Index ETF
FIDU
$2.38B
$809K 0.03%
10,436
-455
-4% -$32.6K
12 13
14
15 16

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.