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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
+15.23%
1 Year Est. Return
+31.23%
3 Year Est. Return
+90.96%
5 Year Est. Return
+135.82%
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
SCHJ icon
51
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$846M
$9.24M 0.39%
372,585
+9,404
+3% +$231K
SHV icon
52
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$9.21M 0.39%
83,397
+4,686
+6% +$517K
V icon
53
Visa
V
$683B
$9.2M 0.39%
25,918
+316
+1% +$110K
PG icon
54
Procter & Gamble
PG
$338B
$8.91M 0.38%
55,948
-4,807
-8% -$785K
COWZ icon
55
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$8.75M 0.37%
158,839
-68,828
-30% -$3.64M
RTX icon
56
RTX Corp
RTX
$292B
$8.62M 0.37%
59,057
-1,699
-3% -$226K
IEFA icon
57
iShares Core MSCI EAFE ETF
IEFA
$191B
$8.4M 0.36%
100,585
+53,123
+112% +$4.22M
UNP icon
58
Union Pacific
UNP
$173B
$8.38M 0.36%
36,412
+993
+3% +$220K
CRWD icon
59
CrowdStrike
CRWD
$206B
$8.16M 0.35%
64,052
+10,452
+20% +$1.13M
NOW icon
60
ServiceNow
NOW
$118B
$7.96M 0.34%
38,735
+12,110
+45% +$2.28M
KLAC icon
61
KLA
KLAC
$239B
$7.96M 0.34%
88,890
-2,440
-3% -$184K
SOXX icon
62
iShares Semiconductor ETF
SOXX
$45.5B
$7.94M 0.34%
33,245
-258
-0.8% -$51.7K
IGSB icon
63
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$7.89M 0.34%
149,454
+2,017
+1% +$105K
LLY icon
64
Eli Lilly
LLY
$1,000B
$7.87M 0.34%
10,098
+325
+3% +$253K
MRVL icon
65
Marvell Technology
MRVL
$174B
$7.72M 0.33%
+99,684
New +$6.22M
SPYM
66
State Street SPDR Portfolio S&P 500 ETF
SPYM
$164B
$7.67M 0.33%
105,504
+5,313
+5% +$357K
XSMO icon
67
Invesco S&P SmallCap Momentum ETF
XSMO
$3.09B
$7.54M 0.32%
110,849
+5,275
+5% +$336K
TFLO icon
68
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$7.44M 0.32%
146,845
+16,688
+13% +$844K
PEP icon
69
PepsiCo
PEP
$191B
$7.42M 0.32%
56,186
+895
+2% +$121K
MA icon
70
Mastercard
MA
$500B
$7.4M 0.32%
13,172
+665
+5% +$368K
IGM icon
71
iShares Expanded Tech Sector ETF
IGM
$10.3B
$7.21M 0.31%
64,220
– –
DE icon
72
Deere & Co
DE
$163B
$7.18M 0.31%
14,111
-320
-2% -$157K
IQLT icon
73
iShares MSCI Intl Quality Factor ETF
IQLT
$13.9B
$7.16M 0.31%
165,696
+16,444
+11% +$682K
GDX icon
74
VanEck Gold Miners ETF
GDX
$23.2B
$7.09M 0.3%
136,155
-32,589
-19% -$1.62M
SCHM icon
75
Schwab US Mid-Cap ETF
SCHM
$14.7B
$6.87M 0.29%
244,765
-5,644
-2% -$149K
1 2
3
4 5

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MSDF
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WG
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SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
YC
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AIP
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AHSSHC
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CAM
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GS
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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.