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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
O icon
551
Realty Income
O
$58.4B
$314K 0.01%
5,443
-137
-2% -$7.75K
MU icon
552
Micron Technology
MU
$1.01T
$311K 0.01%
2,527
-2,169
-46% -$203K
JQC icon
553
Nuveen Credit Strategies Income Fund
JQC
$707M
$311K 0.01%
57,762
+846
+1% +$4.43K
IYH icon
554
iShares US Healthcare ETF
IYH
$3.49B
$309K 0.01%
5,475
+4
+0.1% +$226
MTUM icon
555
iShares MSCI USA Momentum Factor ETF
MTUM
$26.3B
$309K 0.01%
1,285
-62
-5% -$13.5K
SLYV icon
556
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.01B
$308K 0.01%
3,856
-1,146
-23% -$86.9K
NIO icon
557
NIO
NIO
$11.5B
$307K 0.01%
89,431
+569
+0.6% +$2.12K
STZ icon
558
Constellation Brands
STZ
$22.7B
$304K 0.01%
1,869
-129
-6% -$23.1K
CLX icon
559
Clorox
CLX
$12.8B
$299K 0.01%
2,488
-5
-0.2% -$667
FDS icon
560
Factset
FDS
$9.79B
$298K 0.01%
665
-35
-5% -$15.3K
RBRK icon
561
Rubrik
RBRK
$17.3B
$296K 0.01%
+3,305
New +$261K
DOW icon
562
Dow Inc
DOW
$22.2B
$296K 0.01%
11,180
-495
-4% -$14.4K
OTIS icon
563
Otis Worldwide
OTIS
$28.1B
$295K 0.01%
2,984
-44
-1% -$4.25K
ACWX icon
564
iShares MSCI ACWI ex US ETF
ACWX
$11.7B
$293K 0.01%
4,808
– –
CVE icon
565
Cenovus Energy
CVE
$52B
$292K 0.01%
21,507
– –
EFX icon
566
Equifax
EFX
$20.7B
$292K 0.01%
1,127
+1
+0.1% +$254
IBDW icon
567
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.53B
$289K 0.01%
13,714
+2,301
+20% +$47.5K
VOX icon
568
Vanguard Communication Services ETF
VOX
$5.72B
$289K 0.01%
1,687
+212
+14% +$32.6K
SCHK icon
569
Schwab 1000 Index ETF
SCHK
$5.89B
$287K 0.01%
9,628
+8
+0.1% +$221
ESQ icon
570
Esquire Financial Holdings
ESQ
$1.14B
$284K 0.01%
3,000
– –
CPRT icon
571
Copart
CPRT
$26.6B
$279K 0.01%
5,689
+1,150
+25% +$64.4K
FAS icon
572
Direxion Daily Financial Bull 3x ETF
FAS
$2.47B
$276K 0.01%
1,636
-75
-4% -$10.9K
VVV icon
573
Valvoline
VVV
$4.58B
$275K 0.01%
7,258
-800
-10% -$28K
REGN icon
574
Regeneron Pharmaceuticals
REGN
$78.8B
$274K 0.01%
523
-399
-43% -$223K
EL icon
575
Estee Lauder
EL
$31B
$273K 0.01%
+3,382
New +$218K
21 22
23
24 25

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AIP
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FEG
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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.