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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
ACN icon
776
Accenture
ACN
$108B
– –
-874
Closed -$235K
AMT icon
777
American Tower
AMT
$80.4B
– –
-1,163
Closed -$204K
BIDU icon
778
Baidu
BIDU
$37.2B
– –
-1,686
Closed -$220K
BN icon
779
Brookfield
BN
$108B
– –
-5,136
Closed -$236K
BNDX icon
780
Vanguard Total International Bond ETF
BNDX
$82.2B
– –
-6,057
Closed -$293K
CIBR icon
781
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
– –
-3,021
Closed -$216K
CMG icon
782
Chipotle Mexican Grill
CMG
$41.5B
– –
-6,669
Closed -$247K
CVE icon
783
Cenovus Energy
CVE
$52.1B
– –
-21,405
Closed -$362K
CYBR
784
DELISTED
CyberArk
CYBR
– –
-1,050
Closed -$468K
DD icon
785
DuPont de Nemours
DD
$19.2B
– –
-2,693
Closed -$325K
DG icon
786
Dollar General
DG
$27.9B
– –
-1,981
Closed -$263K
DJUL icon
787
FT Vest US Equity Deep Buffer ETF July
DJUL
$451M
– –
-4,550
Closed -$216K
DKNG icon
788
DraftKings
DKNG
$11.9B
– –
-7,594
Closed -$262K
DNP icon
789
DNP Select Income Fund
DNP
$4.09B
– –
-14,000
Closed -$140K
DSGX icon
790
Descartes Systems
DSGX
$6.82B
– –
-4,307
Closed -$378K
EL icon
791
Estee Lauder
EL
$32B
– –
-2,287
Closed -$240K
FAS icon
792
Direxion Daily Financial Bull 3x ETF
FAS
$2.44B
– –
-1,626
Closed -$274K
GDRX icon
793
GoodRx Holdings
GDRX
$1.26B
– –
-10,704
Closed -$29K
GEHC icon
794
GE HealthCare
GEHC
$32.4B
– –
-2,581
Closed -$212K
HIMS icon
795
Hims & Hers Health
HIMS
$7.31B
– –
-10,846
Closed -$352K
HIO
796
Western Asset High Income Opportunity Fund
HIO
$340M
– –
-11,200
Closed -$41.6K
IBMQ icon
797
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$662M
– –
-10,158
Closed -$260K
INOD icon
798
Innodata
INOD
$2.04B
– –
-41,927
Closed -$2.14M
JAAA icon
799
Janus Henderson AAA CLO ETF
JAAA
$29.2B
– –
-7,255
Closed -$367K
JXN icon
800
Jackson Financial
JXN
$8.8B
– –
-1,975
Closed -$211K
30 31
32
33 34

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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.