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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
XSVN icon
351
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$388M
$808K 0.03%
16,882
+9,849
+140% +$466K
TWLO icon
352
Twilio
TWLO
$29.3B
$804K 0.03%
6,467
+980
+18% +$104K
MGV icon
353
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.4B
$799K 0.03%
6,090
– –
PYPL icon
354
PayPal
PYPL
$51.1B
$799K 0.03%
10,747
+809
+8% +$55.4K
CGIC
355
Capital Group International Core Equity ETF
CGIC
$2.29B
$797K 0.03%
+27,370
New +$748K
UBER icon
356
Uber
UBER
$144B
$795K 0.03%
8,518
-4,996
-37% -$411K
IVW icon
357
iShares S&P 500 Growth ETF
IVW
$77B
$790K 0.03%
7,175
-420
-6% -$41.6K
BSMR icon
358
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$348M
$789K 0.03%
33,632
– –
BSMP
359
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$775K 0.03%
31,596
– –
IUSG icon
360
iShares Core S&P US Growth ETF
IUSG
$33.4B
$774K 0.03%
5,148
+96
+2% +$13K
BSMQ icon
361
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
$766K 0.03%
32,532
– –
ZBH icon
362
Zimmer Biomet
ZBH
$18.5B
$763K 0.03%
8,360
-1
-0% -$97
SHEL icon
363
Shell
SHEL
$248B
$755K 0.03%
10,716
-279
-3% -$18.7K
ACN icon
364
Accenture
ACN
$105B
$752K 0.03%
2,516
-11,608
-82% -$3.54M
HUM icon
365
Humana
HUM
$44.1B
$751K 0.03%
3,074
-5
-0.2% -$1.25K
XTRE icon
366
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$164M
$750K 0.03%
15,075
+8,268
+121% +$409K
SYK icon
367
Stryker
SYK
$129B
$749K 0.03%
1,894
+17
+0.9% +$6.36K
SPSM icon
368
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.3B
$729K 0.03%
17,122
+1,613
+10% +$65K
BRK.A icon
369
Berkshire Hathaway Class A
BRK.A
$1.13T
$729K 0.03%
1
– –
XLI icon
370
State Street Industrial Select Sector SPDR ETF
XLI
$33.6B
$727K 0.03%
4,929
– –
D icon
371
Dominion Energy
D
$58.8B
$718K 0.03%
12,709
+33
+0.3% +$1.81K
ICE icon
372
Intercontinental Exchange
ICE
$84.1B
$718K 0.03%
3,914
-46
-1% -$7.9K
AGX icon
373
Argan
AGX
$8.28B
$717K 0.03%
+3,250
New +$586K
GPIQ icon
374
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$5.2B
$715K 0.03%
+14,353
New +$660K
SDY icon
375
State Street SPDR S&P Dividend ETF
SDY
$23.7B
$711K 0.03%
5,240
-360
-6% -$47.7K
13 14
15
16 17

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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.