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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
+15.23%
1 Year Est. Return
+31.23%
3 Year Est. Return
+90.96%
5 Year Est. Return
+135.82%
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
IBM icon
26
IBM
IBM
$211B
$15.2M 0.65%
51,674
-2,394
-4% -$617K
WMT icon
27
Walmart Inc
WMT
$885B
$14.5M 0.62%
147,792
-12,282
-8% -$1.17M
GLD icon
28
SPDR Gold Trust
GLD
$131B
$14.4M 0.61%
47,215
-1,465
-3% -$444K
ABBV icon
29
AbbVie
ABBV
$443B
$14.2M 0.61%
76,766
-1,053
-1% -$196K
VTI icon
30
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$14.2M 0.61%
46,769
+5,002
+12% +$1.41M
SHOP icon
31
Shopify
SHOP
$152B
$14.2M 0.61%
122,837
-693
-0.6% -$69.3K
SPYV icon
32
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$13.2M 0.56%
251,319
-2,366
-0.9% -$118K
VBR icon
33
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$13.1M 0.56%
67,089
+8,972
+15% +$1.66M
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$122B
$13M 0.55%
209,359
+7,651
+4% +$449K
HD icon
35
Home Depot
HD
$331B
$13M 0.55%
35,400
+901
+3% +$326K
AMD icon
36
Advanced Micro Devices
AMD
$776B
$12.7M 0.54%
89,832
-2,782
-3% -$303K
SCHF icon
37
Schwab International Equity ETF
SCHF
$66.6B
$12.3M 0.53%
558,332
-4,651
-0.8% -$96.8K
DGRO icon
38
iShares Core Dividend Growth ETF
DGRO
$42.7B
$12.1M 0.52%
188,978
+1,582
+0.8% +$96.5K
CRWV
39
CoreWeave
CRWV
$39.2B
$11.7M 0.5%
+72,018
New +$6.64M
BUFR icon
40
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$11.7M 0.5%
367,042
-3,427
-0.9% -$103K
SCHB icon
41
Schwab US Broad Market ETF
SCHB
$43.2B
$11.5M 0.49%
483,046
-33,167
-6% -$731K
SYBT icon
42
Stock Yards Bancorp
SYBT
$2.64B
$11.4M 0.49%
144,554
+500
+0.3% +$36.5K
CVX icon
43
Chevron
CVX
$392B
$11.2M 0.48%
78,344
+1,389
+2% +$196K
HEFA icon
44
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
$10.7M 0.46%
281,103
-38,368
-12% -$1.4M
GOVT icon
45
iShares US Treasury Bond ETF
GOVT
$43.6B
$10.6M 0.45%
461,706
+27,147
+6% +$618K
PLTR icon
46
Palantir
PLTR
$295B
$10.6M 0.45%
77,423
+54,510
+238% +$6.39M
ORCL icon
47
Oracle
ORCL
$374B
$10.4M 0.44%
47,562
-82
-0.2% -$13.2K
RDDT icon
48
Reddit
RDDT
$27.1B
$9.66M 0.41%
64,181
-4,935
-7% -$559K
NFLX icon
49
Netflix
NFLX
$299B
$9.51M 0.41%
71,030
+1,650
+2% +$187K
DIA icon
50
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$9.39M 0.4%
21,302
-553
-3% -$229K
1
2
3 4 5

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WG
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SAI
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AIP
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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.