We are live on ! Find out more
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
PEY icon
501
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$402K 0.02%
19,718
-1,883
-9% -$37.9K
DKNG icon
502
DraftKings
DKNG
$11B
$400K 0.02%
9,337
-115,650
-93% -$4.15M
NGG icon
503
National Grid
NGG
$80.8B
$396K 0.02%
5,394
-172
-3% -$11.8K
BSMU icon
504
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$276M
$394K 0.02%
18,326
+5,893
+47% +$126K
CFLT
505
DELISTED
Confluent
CFLT
$394K 0.02%
+15,786
New +$356K
HDV
506
iShares Core High Dividend ETF
HDV
$14.8B
$391K 0.02%
16,695
-175
-1% -$4.03K
RMD icon
507
ResMed
RMD
$32.4B
$391K 0.02%
1,516
+163
+12% +$38.9K
EFV icon
508
iShares MSCI EAFE Value ETF
EFV
$29.2B
$391K 0.02%
6,160
+17
+0.3% +$1.04K
PKG icon
509
Packaging Corp of America
PKG
$22.5B
$390K 0.02%
2,067
– –
CMF icon
510
iShares California Muni Bond ETF
CMF
$4.61B
$386K 0.02%
6,920
+825
+14% +$45.8K
PCAR icon
511
PACCAR
PCAR
$69.5B
$385K 0.02%
4,052
-146
-3% -$13.5K
IUSB icon
512
iShares Core Universal USD Bond ETF
IUSB
$43B
$384K 0.02%
8,306
-319
-4% -$14.6K
CHDN icon
513
Churchill Downs
CHDN
$6.06B
$381K 0.02%
3,775
+298
+9% +$29.2K
CSX icon
514
CSX Corp
CSX
$93.9B
$378K 0.02%
11,589
-111
-0.9% -$3.34K
TXRH icon
515
Texas Roadhouse
TXRH
$13.7B
$377K 0.02%
2,010
+268
+15% +$48.1K
NEM icon
516
Newmont
NEM
$111B
$375K 0.02%
6,440
-5,498
-46% -$293K
GDXJ icon
517
VanEck Junior Gold Miners ETF
GDXJ
$7.86B
$372K 0.02%
5,510
– –
STWD icon
518
Starwood Property Trust
STWD
$5.91B
$371K 0.02%
18,491
+250
+1% +$4.86K
QDF icon
519
FlexShares Quality Dividend Index Fund
QDF
$2.27B
$371K 0.02%
5,067
– –
MNST icon
520
Monster Beverage
MNST
$92.1B
$369K 0.02%
5,888
-37
-0.6% -$2.26K
GM icon
521
General Motors
GM
$76.3B
$368K 0.02%
7,600
-550
-7% -$26.1K
DBMF icon
522
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.14B
$367K 0.02%
14,258
-6,626
-32% -$168K
EW icon
523
Edwards Lifesciences
EW
$51.5B
$361K 0.02%
4,616
+15
+0.3% +$1.12K
VIOG icon
524
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.07B
$360K 0.02%
+3,143
New +$338K
FOCT icon
525
FT Vest US Equity Buffer ETF October
FOCT
$1.18B
$357K 0.02%
7,983
– –
19 20
21
22 23

Similar funds

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

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.