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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
INTC icon
576
Intel
INTC
$516B
$273K 0.01%
11,983
+526
+5% +$10.9K
BUFT icon
577
FT Vest Buffered Allocation Defensive ETF
BUFT
$157M
$271K 0.01%
11,507
– –
SJNK icon
578
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.75B
$271K 0.01%
10,626
-1,180
-10% -$29.5K
RSG icon
579
Republic Services
RSG
$63.5B
$270K 0.01%
1,093
+52
+5% +$12.9K
VTWO icon
580
Vanguard Russell 2000 ETF
VTWO
$17.9B
$266K 0.01%
3,044
-369
-11% -$30K
QYLD icon
581
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
$265K 0.01%
15,832
-1,140
-7% -$18.6K
SMCI icon
582
Super Micro Computer
SMCI
$19.9B
$263K 0.01%
5,373
-2,403
-31% -$92.6K
DSEP icon
583
FT Vest US Equity Deep Buffer ETF September
DSEP
$355M
$262K 0.01%
6,190
– –
ICVT icon
584
iShares Convertible Bond ETF
ICVT
$7.37B
$262K 0.01%
2,910
-24
-0.8% -$2.06K
TPL icon
585
Texas Pacific Land
TPL
$24B
$261K 0.01%
741
-606
-45% -$248K
FENY icon
586
Fidelity MSCI Energy Index ETF
FENY
$1.95B
$258K 0.01%
10,993
-52
-0.5% -$1.19K
DAUG icon
587
FT Vest US Equity Deep Buffer ETF August
DAUG
$374M
$257K 0.01%
6,160
– –
MRSH
588
Marsh
MRSH
$91.3B
$256K 0.01%
1,172
+269
+30% +$60.7K
QQQH
589
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$383M
$256K 0.01%
+4,883
New +$244K
HAL icon
590
Halliburton
HAL
$27.2B
$253K 0.01%
12,399
+895
+8% +$18.8K
TRV icon
591
Travelers Companies
TRV
$79.9B
$252K 0.01%
942
+81
+9% +$21.4K
FNDC icon
592
Schwab Fundamental International Small Company Index ETF
FNDC
$3.14B
$250K 0.01%
5,946
– –
PRU icon
593
Prudential Financial
PRU
$41.4B
$249K 0.01%
2,319
-50
-2% -$5.18K
GSK icon
594
GSK
GSK
$104B
$249K 0.01%
6,476
+305
+5% +$11.7K
IGLB icon
595
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.84B
$248K 0.01%
4,945
+66
+1% +$3.23K
HYGH icon
596
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$597M
$248K 0.01%
2,869
+314
+12% +$26.6K
SPOT icon
597
Spotify
SPOT
$97.8B
$248K 0.01%
323
-112
-26% -$71.9K
LCTU icon
598
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.25B
$247K 0.01%
3,676
+21
+0.6% +$1.3K
TT icon
599
Trane Technologies
TT
$106B
$246K 0.01%
563
-68
-11% -$26.8K
KTOS icon
600
Kratos Defense & Security Solutions
KTOS
$10.9B
$244K 0.01%
+5,250
New +$190K
22 23
24
25 26

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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.