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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
-0.34%
1 Year Est. Return
+41%
3 Year Est. Return
+117.37%
5 Year Est. Return
+165.35%
10 Year Est. Return
–
AUM
$2.85B
AUM Growth
+$6.77M
Cap. Flow
+$107M
Cap. Flow %
3.76%
Top 10 Hldgs %
28.69%
Holding
829
New
77
Increased
346
Reduced
298
Closed
54

Top Buys

Rank Stock Value
1
MU icon
Micron Technology
MU
+$16.1M
2
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$8.92M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$7.89M
4
GLD icon
SPDR Gold Trust
GLD
+$5.68M
5
TSM icon
TSMC
TSM
+$5.38M

Top Sells

Rank Stock Value
1
HOOD icon
Robinhood
HOOD
+$17.3M
2
AMZN icon
Amazon
AMZN
+$3.77M
3
VOT icon
Vanguard Morningstar Mid-Cap Growth ETF
VOT
+$3.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.43M
5
NVDA icon
NVIDIA
NVDA
+$2.78M

Sector Composition

Rank Sector Weight
1 Technology 19.4%
2 Financials 6.64%
3 Energy 5.45%
4 Consumer Discretionary 5.27%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ONB icon
751
Old National Bancorp
ONB
$10.2B
$200K 0.01%
+9,066
New +$212K
NMRA icon
752
Neumora Therapeutics
NMRA
$302M
$200K 0.01%
102,400
+16,000
+19% +$41.5K
SCO icon
753
ProShares UltraShort Bloomberg Crude Oil
SCO
$728M
$196K 0.01%
+5,875
New +$330K
HODL icon
754
VanEck Bitcoin Trust
HODL
$1.08B
$192K 0.01%
10,030
-300
-3% -$6.48K
IMMP
755
Immutep
IMMP
$56.9M
$158K 0.01%
449,550
-4,850
-1% -$11.1K
BITO icon
756
ProShares Bitcoin Strategy ETF
BITO
$1.45B
$155K 0.01%
+16,636
New +$176K
SBSW icon
757
Sibanye-Stillwater
SBSW
$7.53B
$154K 0.01%
12,530
+40
+0.3% +$623
FSK icon
758
FS KKR Capital
FSK
$3.44B
$152K 0.01%
14,964
-2,757
-16% -$34.5K
TPVG icon
759
TriplePoint Venture Growth BDC
TPVG
$211M
$150K 0.01%
30,000
– –
MQY icon
760
BlackRock MuniYield Quality Fund
MQY
$817M
$131K ﹤0.01%
11,955
– –
ZONE
761
CleanCore Solutions
ZONE
$81.5M
$127K ﹤0.01%
355,138
– –
ONDS icon
762
Ondas Inc
ONDS
$5.19B
$110K ﹤0.01%
12,163
+1,505
+14% +$16.4K
PMO
763
Franklin Municipal Opportunities Trust
PMO
$285M
$104K ﹤0.01%
10,108
– –
AMC icon
764
AMC Entertainment Holdings
AMC
$2.31B
$104K ﹤0.01%
105,655
+56,233
+114% +$72.4K
MARA icon
765
Marathon Digital Holdings
MARA
$3.85B
$89.8K ﹤0.01%
11,000
– –
PMM
766
Franklin Managed Municipal Income Trust
PMM
$273M
$87.9K ﹤0.01%
14,291
– –
YMAX icon
767
YieldMax Universe Fund of Option Income ETFs
YMAX
$403M
$86.5K ﹤0.01%
11,053
-1,893
-15% -$16.9K
CRF
768
Cornerstone Total Return Fund
CRF
$1.17B
$85.4K ﹤0.01%
+12,292
New +$92.4K
TRX icon
769
TRX Gold Corp
TRX
$344M
$81K ﹤0.01%
54,000
-1,377
-2% -$2.03K
LAES icon
770
SEALSQ Corp
LAES
$573M
$71.6K ﹤0.01%
27,335
+800
+3% +$3.12K
USA icon
771
Liberty All-Star Equity Fund
USA
$1.85B
$60.2K ﹤0.01%
10,851
– –
GAB icon
772
Gabelli Equity Trust
GAB
$1.79B
$58.4K ﹤0.01%
10,428
-1,902
-15% -$11.4K
BYSI icon
773
BeyondSpring
BYSI
$35.8M
$24.6K ﹤0.01%
+15,000
New +$23.1K
BLNK icon
774
Blink Charging
BLNK
$87.9M
$22.4K ﹤0.01%
39,455
– –
UP icon
775
Wheels Up
UP
$198M
$5.88K ﹤0.01%
+570
New +$7.43K
29 30
31
32 33

Similar funds

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
PCM
Prana Capital Management Greenwich, Connecticut $3.29B AUM 2.24% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return

Meridian Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Meridian Wealth Management held 829 positions worth $2.85B, up 0.24% from $2.84B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Meridian Wealth Management deployed $107M of net new capital in Q1 2026, opening 77 new positions and adding to 346 existing holdings. Its largest new stake was Strategas Macro Thematic Opportunities ETF: 61,566 shares worth $2.42M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 21% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was Robinhood, an estimated $17.3M trimmed.

  • Meridian Wealth Management's largest Q1 2026 buy was Strategas Macro Thematic Opportunities ETF: 61,566 shares worth $2.42M.
  • Meridian Wealth Management added most to Micron Technology in Q1 2026, an estimated $16.1M increase.
  • Meridian Wealth Management's biggest Q1 2026 reduction was Robinhood, cutting an estimated $17.3M.
  • Meridian Wealth Management fully exited Invesco S&P MidCap Momentum ETF in Q1 2026, selling an estimated $2.27M.
  • Meridian Wealth Management's ten largest holdings make up 29% of its $2.85B portfolio in Q1 2026.
  • Meridian Wealth Management opened 77 new positions and closed 54 in Q1 2026.
  • Meridian Wealth Management's portfolio value rose 0.24% quarter-over-quarter to $2.85B.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.