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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
+3.22%
1 Year Est. Return
+41%
3 Year Est. Return
+117.37%
5 Year Est. Return
+165.35%
10 Year Est. Return
–
AUM
$2.84B
AUM Growth
+$232M
Cap. Flow
+$176M
Cap. Flow %
6.18%
Top 10 Hldgs %
30.24%
Holding
790
New
83
Increased
412
Reduced
203
Closed
38

Top Buys

Rank Stock Value
1
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$21.8M
2
META icon
Meta Platforms (Facebook)
META
+$20.9M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.4M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
XFIV icon
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
+$9.28M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$15.9M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.23M
3
AMSC icon
American Superconductor
AMSC
+$5.41M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$4.65M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.65M

Sector Composition

Rank Sector Weight
1 Technology 21.2%
2 Financials 8.25%
3 Consumer Discretionary 6.07%
4 Communication Services 5.88%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
26
Vanguard Total Bond Market
BND
$161B
$20.2M 0.71%
272,061
-213,733
-44% -$15.9M
TSM icon
27
TSMC
TSM
$2.18T
$20M 0.71%
65,974
+14,406
+28% +$4.23M
ISRG icon
28
Intuitive Surgical
ISRG
$134B
$19.3M 0.68%
34,013
+675
+2% +$359K
VOO icon
29
Vanguard S&P 500 ETF
VOO
$1.03T
$18.7M 0.66%
29,791
+1,001
+3% +$622K
AER icon
30
AerCap
AER
$23.8B
$18.6M 0.65%
129,211
-7,876
-6% -$1.04M
WMT icon
31
Walmart Inc
WMT
$890B
$18.4M 0.65%
165,062
+11,190
+7% +$1.2M
VTI icon
32
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$18.3M 0.64%
54,563
+2,402
+5% +$799K
ABBV icon
33
AbbVie
ABBV
$435B
$17.2M 0.6%
75,198
-450
-0.6% -$103K
COST icon
34
Costco
COST
$420B
$15.9M 0.56%
18,410
+142
+0.8% +$129K
VBR icon
35
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$15.6M 0.55%
73,777
+3,123
+4% +$654K
IBM icon
36
IBM
IBM
$224B
$15.6M 0.55%
52,635
+561
+1% +$168K
SPYM
37
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$15M 0.53%
187,100
+76,434
+69% +$6.08M
LLY icon
38
Eli Lilly
LLY
$1.06T
$14.9M 0.52%
13,818
+2,685
+24% +$2.57M
SPYV icon
39
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$14.4M 0.51%
253,390
-1,061
-0.4% -$59.6K
IJH icon
40
iShares Core S&P Mid-Cap ETF
IJH
$127B
$14M 0.49%
211,713
+2,306
+1% +$151K
SCHF icon
41
Schwab International Equity ETF
SCHF
$68.7B
$13.9M 0.49%
576,948
+14,621
+3% +$348K
AMD icon
42
Advanced Micro Devices
AMD
$789B
$13.4M 0.47%
62,803
+34,640
+123% +$7.78M
AUSF icon
43
Global X Adaptive US Factor ETF
AUSF
$908M
$13.4M 0.47%
289,957
+11,376
+4% +$522K
BUFR icon
44
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$13.2M 0.46%
384,142
+8,634
+2% +$292K
DGRO icon
45
iShares Core Dividend Growth ETF
DGRO
$43.6B
$13.1M 0.46%
188,793
-47
-0% -$3.23K
HD icon
46
Home Depot
HD
$355B
$12.6M 0.44%
36,716
+641
+2% +$235K
SCHB icon
47
Schwab US Broad Market ETF
SCHB
$44.9B
$12.3M 0.43%
467,241
-18,345
-4% -$478K
IEFA icon
48
iShares Core MSCI EAFE ETF
IEFA
$196B
$12.2M 0.43%
135,886
+7,183
+6% +$635K
CVX icon
49
Chevron
CVX
$366B
$11.8M 0.42%
77,698
-1,115
-1% -$170K
XSMO icon
50
Invesco S&P SmallCap Momentum ETF
XSMO
$3.1B
$11.8M 0.42%
164,108
+34,642
+27% +$2.52M
1
2
3 4 5

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SYBT
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Meridian Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Meridian Wealth Management held 790 positions worth $2.84B, up 8.9% from $2.61B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Meridian Wealth Management deployed $176M of net new capital in Q4 2025, opening 83 new positions and adding to 412 existing holdings. Its largest new stake was ALPS Smith Core Plus Bond ETF: 832,218 shares worth $21.7M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $15.9M trimmed.

  • Meridian Wealth Management's largest Q4 2025 buy was ALPS Smith Core Plus Bond ETF: 832,218 shares worth $21.7M.
  • Meridian Wealth Management added most to Meta Platforms (Facebook) in Q4 2025, an estimated $20.9M increase.
  • Meridian Wealth Management's biggest Q4 2025 reduction was Vanguard Total Bond Market, cutting an estimated $15.9M.
  • Meridian Wealth Management fully exited American Superconductor in Q4 2025, selling an estimated $5.41M.
  • Meridian Wealth Management's ten largest holdings make up 30% of its $2.84B portfolio in Q4 2025.
  • Meridian Wealth Management opened 83 new positions and closed 38 in Q4 2025.
  • Meridian Wealth Management's portfolio value rose 8.9% quarter-over-quarter to $2.84B.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.