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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
IAU icon
351
iShares Gold Trust
IAU
$64.2B
$1.04M 0.04%
11,783
+299
+3% +$27.4K
FHLC icon
352
Fidelity MSCI Health Care Index ETF
FHLC
$3.22B
$1.04M 0.04%
14,759
+1,485
+11% +$110K
BSX icon
353
Boston Scientific
BSX
$63.9B
$1.04M 0.04%
16,534
+1,981
+14% +$158K
IBIT icon
354
iShares Bitcoin Trust
IBIT
$48.4B
$1.03M 0.04%
26,775
+1,602
+6% +$69.4K
XLB icon
355
State Street Materials Select Sector SPDR ETF
XLB
$8.43B
$1.01M 0.04%
20,379
+1,241
+6% +$62.2K
SHEL icon
356
Shell
SHEL
$243B
$1.01M 0.04%
10,879
-479
-4% -$38.7K
VXF icon
357
Vanguard Extended Market ETF
VXF
$30.5B
$1.01M 0.04%
4,895
+89
+2% +$19K
ASCE
358
Allspring SMID Core ETF
ASCE
$117M
$1M 0.04%
35,998
+17,161
+91% +$482K
GDXJ icon
359
VanEck Junior Gold Miners ETF
GDXJ
$7.26B
$997K 0.04%
8,303
+3,267
+65% +$427K
MMM icon
360
3M
MMM
$89.1B
$988K 0.03%
6,800
+390
+6% +$62.1K
ADBE icon
361
Adobe
ADBE
$86.8B
$987K 0.03%
4,061
-91
-2% -$25.2K
YUM icon
362
Yum! Brands
YUM
$40.7B
$982K 0.03%
6,313
-368
-6% -$58.3K
MDT icon
363
Medtronic
MDT
$105B
$978K 0.03%
11,291
+770
+7% +$73.8K
CGMU icon
364
Capital Group Municipal Income ETF
CGMU
$6.38B
$978K 0.03%
36,010
+7,837
+28% +$216K
TWLO icon
365
Twilio
TWLO
$27.8B
$973K 0.03%
7,735
-73
-0.9% -$8.98K
SCHO icon
366
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$968K 0.03%
39,897
+30,971
+347% +$754K
SOXL icon
367
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$22B
$952K 0.03%
19,879
-737
-4% -$42.8K
URI icon
368
United Rentals
URI
$64.8B
$950K 0.03%
1,304
+1
+0.1% +$840
FIDU icon
369
Fidelity MSCI Industrials Index ETF
FIDU
$2.31B
$944K 0.03%
10,907
-1,870
-15% -$168K
MELI icon
370
Mercado Libre
MELI
$91.2B
$942K 0.03%
545
+38
+7% +$73.3K
CRWV
371
CoreWeave
CRWV
$45.1B
$938K 0.03%
12,109
+3,243
+37% +$281K
HGER icon
372
Harbor Commodity All-Weather Strategy ETF
HGER
$3.67B
$935K 0.03%
30,143
+2,486
+9% +$69.6K
F icon
373
Ford
F
$57.5B
$927K 0.03%
80,335
+8,461
+12% +$111K
BSMR icon
374
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$344M
$921K 0.03%
38,953
– –
MGV icon
375
Vanguard Mega Cap Value ETF
MGV
$13.1B
$919K 0.03%
6,340
-9
-0.1% -$1.33K
13 14
15
16 17

Similar funds

MSDF
Michael & Susan Dell Foundation New York $2.85B AUM 26.28% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $2.85B AUM
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
CAM
Crake Asset Management London, United Kingdom $2.86B AUM 16.35% 1-Year Est. Return

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.