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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
MDYV icon
476
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.83B
$443K 0.02%
5,579
-148
-3% -$11.2K
BTC
477
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$440K 0.02%
9,211
+3,629
+65% +$159K
GRMN
478
Garmin
GRMN
$60B
$439K 0.02%
2,103
+593
+39% +$118K
ITA icon
479
iShares US Aerospace & Defense ETF
ITA
$14.7B
$438K 0.02%
2,324
+100
+4% +$16.6K
LNG icon
480
Cheniere Energy
LNG
$52.9B
$438K 0.02%
1,798
+123
+7% +$28.5K
ENB icon
481
Enbridge
ENB
$112B
$437K 0.02%
9,645
+79
+0.8% +$3.58K
FXU icon
482
First Trust Utilities AlphaDEX Fund
FXU
$825M
$437K 0.02%
10,312
-100
-1% -$4.15K
MSCI icon
483
MSCI
MSCI
$40.9B
$434K 0.02%
752
-10
-1% -$5.54K
EZU icon
484
iShare MSCI Eurozone ETF
EZU
$9.91B
$432K 0.02%
7,274
-1,451
-17% -$82K
IVOV icon
485
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.36B
$432K 0.02%
4,521
+56
+1% +$5.07K
IUSV icon
486
iShares Core S&P US Value ETF
IUSV
$27.7B
$430K 0.02%
4,546
-1,382
-23% -$125K
PODD icon
487
Insulet
PODD
$9.79B
$428K 0.02%
1,362
+178
+15% +$51.4K
BNY
488
Bank of New York Mellon
BNY
$107B
$428K 0.02%
4,695
+1,155
+33% +$98.1K
NUE icon
489
Nucor
NUE
$62.1B
$425K 0.02%
3,284
+152
+5% +$17.8K
GWW icon
490
W.W. Grainger
GWW
$60.2B
$423K 0.02%
407
-25
-6% -$26K
IBDR icon
491
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.4B
$421K 0.02%
+17,368
New +$420K
IBIT icon
492
iShares Bitcoin Trust
IBIT
$47.8B
$419K 0.02%
6,840
+1,731
+34% +$97K
ARM icon
493
Arm
ARM
$302B
$416K 0.02%
2,570
+54
+2% +$6.7K
EOSE icon
494
Eos Energy Enterprises
EOSE
$1.51B
$410K 0.02%
80,150
-22,250
-22% -$109K
SHW icon
495
Sherwin-Williams
SHW
$89.8B
$407K 0.02%
1,186
+7
+0.6% +$2.42K
CEG icon
496
Constellation Energy
CEG
$95.6B
$407K 0.02%
1,261
-76
-6% -$20.1K
BX icon
497
Blackstone
BX
$110B
$406K 0.02%
2,713
-21
-0.8% -$2.88K
FXR icon
498
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$766M
$404K 0.02%
5,441
-48
-0.9% -$3.35K
DFNM icon
499
Dimensional National Municipal Bond ETF
DFNM
$2.24B
$403K 0.02%
+8,493
New +$401K
EPD icon
500
Enterprise Products Partners
EPD
$81.7B
$403K 0.02%
12,990
-1,002
-7% -$31.2K
18 19
20
21 22

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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.