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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
FBT icon
426
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.77B
$702K 0.02%
3,498
– –
XLC icon
427
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$702K 0.02%
6,333
+2,965
+88% +$343K
IBB icon
428
iShares Biotechnology ETF
IBB
$9.26B
$701K 0.02%
4,151
-325
-7% -$55.6K
TT icon
429
Trane Technologies
TT
$105B
$699K 0.02%
1,677
-83
-5% -$35.2K
CL icon
430
Colgate-Palmolive
CL
$73.3B
$696K 0.02%
8,167
-250
-3% -$22.3K
SDY icon
431
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$694K 0.02%
4,757
-30
-0.6% -$4.47K
ARLP icon
432
Alliance Resource Partners
ARLP
$3.2B
$692K 0.02%
25,027
+4,479
+22% +$116K
AOA icon
433
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$686K 0.02%
7,748
– –
HAL icon
434
Halliburton
HAL
$27.6B
$678K 0.02%
17,396
+3,938
+29% +$136K
DBMF icon
435
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.95B
$677K 0.02%
22,464
+8,987
+67% +$269K
MTB icon
436
M&T Bank
MTB
$36.3B
$676K 0.02%
3,268
+196
+6% +$42.2K
SYK icon
437
Stryker
SYK
$119B
$675K 0.02%
2,055
+75
+4% +$26.9K
STK
438
Columbia Seligman Premium Technology Growth Fund
STK
$884M
$673K 0.02%
17,747
+13
+0.1% +$512
GRMN
439
Garmin
GRMN
$46.4B
$672K 0.02%
2,897
-140
-5% -$31.3K
FDX icon
440
FedEx
FDX
$76.6B
$666K 0.02%
1,871
+1,134
+154% +$394K
JNK icon
441
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.26B
$662K 0.02%
6,919
-2,554
-27% -$247K
IYF icon
442
iShares US Financials ETF
IYF
$4.36B
$658K 0.02%
5,589
-511
-8% -$63.4K
NSC icon
443
Norfolk Southern
NSC
$74.3B
$657K 0.02%
2,290
+16
+0.7% +$4.76K
DGX icon
444
Quest Diagnostics
DGX
$23.2B
$657K 0.02%
3,352
– –
GM icon
445
General Motors
GM
$74.1B
$657K 0.02%
8,717
+625
+8% +$49.7K
MNST icon
446
Monster Beverage
MNST
$93.6B
$655K 0.02%
9,037
+1,838
+26% +$145K
TMO icon
447
Thermo Fisher Scientific
TMO
$196B
$654K 0.02%
1,331
+81
+6% +$44K
MTD icon
448
Mettler-Toledo International
MTD
$26B
$653K 0.02%
518
+30
+6% +$40.5K
PKW icon
449
Invesco BuyBack Achievers ETF
PKW
$1.68B
$648K 0.02%
+4,934
New +$669K
SRE icon
450
Sempra
SRE
$60.8B
$642K 0.02%
6,607
-637
-9% -$58.3K
16 17
18
19 20

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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.