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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
MDLZ icon
426
Mondelez International
MDLZ
$80.1B
$549K 0.02%
8,140
-6
-0.1% -$400
TSCO icon
427
Tractor Supply
TSCO
$17.9B
$548K 0.02%
10,384
-898
-8% -$45.9K
CMCSA icon
428
Comcast
CMCSA
$89.3B
$547K 0.02%
15,315
+91
+0.6% +$3.15K
UNL icon
429
United States 12 Month Natural Gas Fund
UNL
$13.1M
$539K 0.02%
61,850
-9,000
-13% -$81.9K
CNI icon
430
Canadian National Railway
CNI
$76.5B
$533K 0.02%
5,123
+12
+0.2% +$1.22K
FSK icon
431
FS KKR Capital
FSK
$3.28B
$531K 0.02%
25,593
+7,054
+38% +$144K
STK
432
Columbia Seligman Premium Technology Growth Fund
STK
$910M
$530K 0.02%
17,419
+64
+0.4% +$1.81K
CSL icon
433
Carlisle Companies
CSL
$15.2B
$526K 0.02%
1,409
– –
VTEC icon
434
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.8B
$525K 0.02%
5,375
+470
+10% +$45.6K
BSMS icon
435
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$311M
$524K 0.02%
22,576
– –
CTAS icon
436
Cintas
CTAS
$80.9B
$523K 0.02%
2,348
+339
+17% +$73K
ALL icon
437
Allstate
ALL
$69.6B
$522K 0.02%
2,595
+557
+27% +$111K
GFS icon
438
GlobalFoundries
GFS
$27.6B
$522K 0.02%
13,670
-1,003
-7% -$36.4K
AEP icon
439
American Electric Power
AEP
$68.2B
$516K 0.02%
4,969
+17
+0.3% +$1.77K
HYDB icon
440
iShares High Yield Systematic Bond ETF
HYDB
$1.6B
$512K 0.02%
10,787
+2,867
+36% +$133K
AKAM icon
441
Akamai
AKAM
$17.2B
$507K 0.02%
6,354
+196
+3% +$15.2K
EHC icon
442
Encompass Health
EHC
$12.4B
$503K 0.02%
4,103
+2
+0% +$228
IVOG icon
443
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.67B
$503K 0.02%
4,450
+7
+0.2% +$744
WPM icon
444
Wheaton Precious Metals
WPM
$56.9B
$502K 0.02%
+5,593
New +$471K
COR icon
445
Cencora
COR
$62B
$498K 0.02%
1,661
-31
-2% -$8.93K
JIRE icon
446
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$497K 0.02%
7,016
+213
+3% +$14.2K
HEDJ icon
447
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$496K 0.02%
10,312
– –
MCO icon
448
Moody's
MCO
$81.9B
$481K 0.02%
959
+219
+30% +$101K
HWKN icon
449
Hawkins
HWKN
$2.71B
$480K 0.02%
3,378
– –
CARR icon
450
Carrier Global
CARR
$52.7B
$480K 0.02%
6,555
+285
+5% +$19.3K
16 17
18
19 20

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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.