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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
-0.34%
1 Year Est. Return
+31.23%
3 Year Est. Return
+90.96%
5 Year Est. Return
+135.82%
10 Year Est. Return
–
AUM
$2.85B
AUM Growth
+$6.77M
Cap. Flow
+$107M
Cap. Flow %
3.76%
Top 10 Hldgs %
28.69%
Holding
829
New
77
Increased
346
Reduced
298
Closed
54

Top Buys

Rank Stock Value
1
MU icon
Micron Technology
MU
+$16.1M
2
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$8.92M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$7.89M
4
GLD icon
SPDR Gold Trust
GLD
+$5.68M
5
TSM icon
TSMC
TSM
+$5.38M

Top Sells

Rank Stock Value
1
HOOD icon
Robinhood
HOOD
+$17.3M
2
AMZN icon
Amazon
AMZN
+$3.77M
3
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.43M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

Rank Sector Weight
1 Technology 19.4%
2 Financials 6.64%
3 Energy 5.45%
4 Consumer Discretionary 5.27%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWZ icon
551
iShares MSCI Brazil ETF
EWZ
$9.27B
$429K 0.02%
11,172
+1,929
+21% +$70.5K
DTCR icon
552
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.19B
$427K 0.02%
+17,830
New +$436K
CEG icon
553
Constellation Energy
CEG
$98.2B
$426K 0.02%
1,526
-89
-6% -$27K
RKLB icon
554
Rocket Lab Corp
RKLB
$43.6B
$424K 0.01%
6,603
-12,285
-65% -$926K
ROK icon
555
Rockwell Automation
ROK
$51B
$424K 0.01%
1,181
-300
-20% -$118K
STEW
556
SRH Total Return Fund
STEW
$1.76B
$418K 0.01%
24,456
-1,400
-5% -$24.9K
FTNT icon
557
Fortinet
FTNT
$114B
$418K 0.01%
5,109
-218
-4% -$17.6K
EWW icon
558
iShares MSCI Mexico ETF
EWW
$1.92B
$417K 0.01%
5,539
+1,260
+29% +$95.3K
IWC icon
559
iShares Micro-Cap ETF
IWC
$1.45B
$415K 0.01%
+2,600
New +$431K
FENY icon
560
Fidelity MSCI Energy Index ETF
FENY
$2.01B
$414K 0.01%
12,183
+1,574
+15% +$46.8K
CMI icon
561
Cummins
CMI
$91.2B
$411K 0.01%
763
+352
+86% +$199K
BTC
562
Grayscale Bitcoin Mini Trust ETF
BTC
$3.49B
$411K 0.01%
13,688
+398
+3% +$13.4K
IMTM icon
563
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.16B
$410K 0.01%
8,544
+1,072
+14% +$53.7K
BSCQ icon
564
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$407K 0.01%
20,819
-19,990
-49% -$391K
NGG icon
565
National Grid
NGG
$83.5B
$406K 0.01%
4,804
-99
-2% -$8.53K
ADP icon
566
Automatic Data Processing
ADP
$97.2B
$402K 0.01%
1,978
-707
-26% -$162K
DOW icon
567
Dow Inc
DOW
$22.5B
$402K 0.01%
9,640
+462
+5% +$14.7K
NKE icon
568
Nike
NKE
$62.6B
$401K 0.01%
7,593
+3,144
+71% +$191K
QDF icon
569
FlexShares Quality Dividend Index Fund
QDF
$2.22B
$401K 0.01%
5,067
– –
VFMF icon
570
Vanguard US Multifactor ETF
VFMF
$719M
$399K 0.01%
+2,574
New +$407K
WMB icon
571
Williams Companies
WMB
$91.1B
$397K 0.01%
5,455
-77
-1% -$5.33K
GDX icon
572
PUT
VanEck Gold Miners ETF
GDX
$23.4B
$396K 0.01%
+3,300
New +$325K
PKG icon
573
Packaging Corp of America
PKG
$20.3B
$396K 0.01%
1,865
-35
-2% -$7.8K
IBUY icon
574
PUT
Amplify Online Retail ETF
IBUY
$108M
$395K 0.01%
+43,100
New +$2.94M
VIOG icon
575
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.05B
$394K 0.01%
3,167
+5
+0.2% +$638
21 22
23
24 25

Similar funds

MSDF
Michael & Susan Dell Foundation New York $2.85B AUM 26.28% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $2.85B AUM
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
CAM
Crake Asset Management London, United Kingdom $2.86B AUM 16.35% 1-Year Est. Return

Meridian Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Meridian Wealth Management held 829 positions worth $2.85B, up 0.24% from $2.84B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Meridian Wealth Management deployed $107M of net new capital in Q1 2026, opening 77 new positions and adding to 346 existing holdings. Its largest new stake was Strategas Macro Thematic Opportunities ETF: 61,566 shares worth $2.42M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 21% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was Robinhood, an estimated $17.3M trimmed.

  • Meridian Wealth Management's largest Q1 2026 buy was Strategas Macro Thematic Opportunities ETF: 61,566 shares worth $2.42M.
  • Meridian Wealth Management added most to Micron Technology in Q1 2026, an estimated $16.1M increase.
  • Meridian Wealth Management's biggest Q1 2026 reduction was Robinhood, cutting an estimated $17.3M.
  • Meridian Wealth Management fully exited Invesco S&P MidCap Momentum ETF in Q1 2026, selling an estimated $2.27M.
  • Meridian Wealth Management's ten largest holdings make up 29% of its $2.85B portfolio in Q1 2026.
  • Meridian Wealth Management opened 77 new positions and closed 54 in Q1 2026.
  • Meridian Wealth Management's portfolio value rose 0.24% quarter-over-quarter to $2.85B.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.