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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
+23.81%
1 Year Est. Return
+41%
3 Year Est. Return
+117.37%
5 Year Est. Return
+165.35%
10 Year Est. Return
–
AUM
$3.25B
AUM Growth
+$398M
Cap. Flow
+$1.14M
Cap. Flow %
0.04%
Top 10 Hldgs %
27.48%
Holding
877
New
102
Increased
348
Reduced
323
Closed
49

Top Buys

Rank Stock Value
1
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$8.64M
2
BKGI icon
BNY Mellon Global Infrastructure Income ETF
BKGI
+$7.63M
3
AER icon
AerCap
AER
+$6.43M
4
NBIS
Nebius Group N.V.
NBIS
+$5.07M
5
INTC icon
Intel
INTC
+$4.81M

Top Sells

Rank Stock Value
1
KLAC icon
KLA
KLAC
+$12.6M
2
NVDA icon
NVIDIA
NVDA
+$12M
3
GLD icon
SPDR Gold Trust
GLD
+$10.3M
4
SHOP icon
Shopify
SHOP
+$9.71M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$6.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 45.05%
2 Technology 21.92%
3 Financials 6.14%
4 Industrials 5.56%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASML icon
51
ASML
ASML
$659B
$12.4M 0.38%
6,244
+17
+0.3% +$27.1K
SYBT icon
52
Stock Yards Bancorp
SYBT
$2.47B
$12.2M 0.38%
160,054
+10,050
+7% +$722K
AUSF icon
53
Global X Adaptive US Factor ETF
AUSF
$917M
$12.1M 0.37%
246,844
-3,650
-1% -$179K
MRVL icon
54
Marvell Technology
MRVL
$201B
$11.9M 0.37%
40,046
+6,268
+19% +$1.26M
IWR icon
55
iShares Russell Mid-Cap ETF
IWR
$56.9B
$11.8M 0.36%
107,200
+1,566
+1% +$165K
PLTR icon
56
Palantir
PLTR
$419B
$11.2M 0.35%
96,261
-34,298
-26% -$4.68M
RDVY icon
57
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
$11.1M 0.34%
136,876
+5,511
+4% +$414K
SLV icon
58
iShares Silver Trust
SLV
$32.2B
$10.7M 0.33%
200,770
-4,478
-2% -$297K
RTX icon
59
RTX Corp
RTX
$271B
$10.3M 0.32%
54,160
-514
-0.9% -$94.3K
MRK icon
60
Merck
MRK
$371B
$10.2M 0.32%
79,604
+7,950
+11% +$931K
CRWD icon
61
CrowdStrike
CRWD
$218B
$10.1M 0.31%
53,012
-1,684
-3% -$239K
V icon
62
Visa
V
$700B
$9.82M 0.3%
28,615
-1,322
-4% -$424K
SPY icon
63
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$9.79M 0.3%
21,700
-26,700
-55% -$19.4M
GE icon
64
GE Aerospace
GE
$350B
$9.78M 0.3%
26,159
+1,775
+7% +$556K
GDX icon
65
VanEck Gold Miners ETF
GDX
$30.7B
$9.75M 0.3%
129,245
-2,810
-2% -$248K
XFIV icon
66
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
$345M
$9.69M 0.3%
199,084
+3,215
+2% +$157K
ISRG icon
67
Intuitive Surgical
ISRG
$130B
$9.59M 0.3%
24,114
-9,756
-29% -$4.26M
IGM icon
68
iShares Expanded Tech Sector ETF
IGM
$10.7B
$9.55M 0.29%
58,381
-5,754
-9% -$862K
SPYG icon
69
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$9.55M 0.29%
80,247
-2,429
-3% -$278K
XLV icon
70
State Street Health Care Select Sector SPDR ETF
XLV
$44.1B
$9.51M 0.29%
59,932
+5,391
+10% +$802K
KLAC icon
71
KLA
KLAC
$242B
$9.35M 0.29%
30,990
-63,570
-67% -$12.6M
BE icon
72
Bloom Energy
BE
$74.5B
$9.3M 0.29%
30,723
+1,803
+6% +$462K
XMMO icon
73
Invesco S&P MidCap Momentum ETF
XMMO
$7.35B
$9.02M 0.28%
+52,993
New +$8.64M
SCHM icon
74
Schwab US Mid-Cap ETF
SCHM
$15B
$9.01M 0.28%
244,499
+3,549
+1% +$122K
GEV icon
75
GE Vernova
GEV
$251B
$8.74M 0.27%
7,437
+343
+5% +$350K
1 2
3
4 5

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SSM
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PCA
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TAM
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FFN
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TMAM
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SCM
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MTIM
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Meridian Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Meridian Wealth Management held 877 positions worth $3.25B, up 14% from $2.85B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Meridian Wealth Management's Q2 2026 filing shows 102 new, 348 increased, 323 reduced and 49 closed positions. Its largest new stake was Invesco S&P MidCap Momentum ETF: 52,993 shares worth $9.02M. The largest sale was KLA, an estimated $12.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 45% of assets, down from 45% a quarter earlier, followed by Technology and Financials.

  • Meridian Wealth Management's largest Q2 2026 buy was Invesco S&P MidCap Momentum ETF: 52,993 shares worth $9.02M.
  • Meridian Wealth Management added most to AerCap in Q2 2026, an estimated $6.43M increase.
  • Meridian Wealth Management's biggest Q2 2026 reduction was KLA, cutting an estimated $12.6M.
  • Meridian Wealth Management fully exited S&P Global in Q2 2026, selling an estimated $2.76M.
  • Meridian Wealth Management's ten largest holdings make up 27% of its $3.25B portfolio in Q2 2026.
  • Meridian Wealth Management opened 102 new positions and closed 49 in Q2 2026.
  • Meridian Wealth Management's portfolio value rose 14% quarter-over-quarter to $3.25B.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.