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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
GLXY
601
Galaxy Digital Inc
GLXY
$3.74B
$243K 0.01%
+11,080
New +$225K
SCHH icon
602
Schwab US REIT ETF
SCHH
$11.4B
$242K 0.01%
+11,424
New +$239K
WMB icon
603
Williams Companies
WMB
$87.8B
$241K 0.01%
3,843
-728
-16% -$43K
FUMB icon
604
First Trust Ultra Short Duration Municipal ETF
FUMB
$247M
$241K 0.01%
+12,000
New +$241K
JCI icon
605
Johnson Controls International
JCI
$93.6B
$241K 0.01%
+2,279
New +$210K
IGE icon
606
iShares North American Natural Resources ETF
IGE
$753M
$239K 0.01%
5,400
– –
BINC icon
607
BlackRock Flexible Income ETF
BINC
$16.1B
$237K 0.01%
4,486
+28
+0.6% +$1.46K
AMT icon
608
American Tower
AMT
$79.8B
$237K 0.01%
1,071
-37
-3% -$7.99K
STRL icon
609
Sterling Infrastructure
STRL
$16.4B
$236K 0.01%
+1,024
New +$179K
TTWO icon
610
Take-Two Interactive
TTWO
$43.5B
$235K 0.01%
+967
New +$218K
IJJ icon
611
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.9B
$235K 0.01%
1,899
+1
+0.1% +$118
DJUL icon
612
FT Vest US Equity Deep Buffer ETF July
DJUL
$450M
$234K 0.01%
5,265
– –
DFAI
613
Dimensional International Core Equity Market ETF
DFAI
$17.8B
$232K 0.01%
+6,712
New +$220K
BSX icon
614
Boston Scientific
BSX
$71.4B
$232K 0.01%
2,156
+40
+2% +$4.05K
SMR icon
615
NuScale Power
SMR
$3.28B
$231K 0.01%
+5,843
New +$147K
MLN icon
616
VanEck Long Muni ETF
MLN
$679M
$231K 0.01%
13,656
-13,934
-51% -$236K
CHWY icon
617
Chewy
CHWY
$9.59B
$230K 0.01%
+5,402
New +$215K
FXO icon
618
First Trust Financials AlphaDEX Fund
FXO
$1.15B
$228K 0.01%
4,074
– –
PLD icon
619
Prologis
PLD
$130B
$228K 0.01%
2,170
+34
+2% +$3.57K
CLH icon
620
Clean Harbors
CLH
$16.2B
$227K 0.01%
+981
New +$215K
IYK icon
621
iShares US Consumer Staples ETF
IYK
$1.41B
$225K 0.01%
3,194
+67
+2% +$4.72K
IBMR icon
622
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$469M
$225K 0.01%
+8,910
New +$222K
PSL icon
623
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$84.8M
$224K 0.01%
2,022
– –
GNR icon
624
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.86B
$222K 0.01%
+4,100
New +$215K
SPEM icon
625
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$222K 0.01%
+5,201
New +$210K
23 24
25
26 27

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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.