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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
BIL icon
76
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$6.69M 0.29%
72,887
+216
+0.3% +$19.8K
PANW icon
77
Palo Alto Networks
PANW
$299B
$6.67M 0.28%
32,588
+854
+3% +$159K
JNJ icon
78
Johnson & Johnson
JNJ
$614B
$6.66M 0.28%
43,575
+176
+0.4% +$27.1K
VIG icon
79
Vanguard Dividend Appreciation ETF
VIG
$114B
$6.5M 0.28%
31,769
-1,638
-5% -$317K
VCIT icon
80
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$6.48M 0.28%
78,200
-4,589
-6% -$373K
CRM icon
81
Salesforce
CRM
$156B
$6.47M 0.28%
23,739
+527
+2% +$141K
SCHD icon
82
Schwab US Dividend Equity ETF
SCHD
$105B
$6.4M 0.27%
241,665
-28,885
-11% -$754K
UNH icon
83
UnitedHealth
UNH
$370B
$6.3M 0.27%
20,184
-9,501
-32% -$3.63M
SLV icon
84
iShares Silver Trust
SLV
$28.8B
$6.3M 0.27%
191,899
-691
-0.4% -$21.1K
SCHA icon
85
Schwab U.S Small- Cap ETF
SCHA
$23.2B
$6.28M 0.27%
248,163
-29,628
-11% -$700K
IJR icon
86
iShares Core S&P Small-Cap ETF
IJR
$113B
$6.23M 0.27%
57,040
-1,401
-2% -$145K
TSM icon
87
TSMC
TSM
$2.16T
$6.12M 0.26%
27,033
+1,617
+6% +$300K
SPYG icon
88
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.2B
$6.09M 0.26%
63,937
-1,697
-3% -$145K
GE icon
89
GE Aerospace
GE
$391B
$6.02M 0.26%
23,373
+3,303
+16% +$725K
CIBR icon
90
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$6.01M 0.26%
79,508
+10,200
+15% +$700K
MAIN icon
91
Main Street Capital
MAIN
$5.31B
$5.92M 0.25%
100,088
-2,602
-3% -$144K
VOT icon
92
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20B
$5.9M 0.25%
20,764
-1,836
-8% -$473K
ARES icon
93
Ares Management
ARES
$32.2B
$5.88M 0.25%
33,948
+355
+1% +$56.1K
VCSH icon
94
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$5.81M 0.25%
73,087
+3,042
+4% +$240K
PWB icon
95
Invesco Large Cap Growth ETF
PWB
$2.42B
$5.8M 0.25%
49,400
-1,663
-3% -$174K
XMHQ icon
96
Invesco S&P MidCap Quality ETF
XMHQ
$5.63B
$5.7M 0.24%
58,002
+4,207
+8% +$397K
MRK icon
97
Merck
MRK
$316B
$5.64M 0.24%
71,274
+881
+1% +$70K
VRP icon
98
Invesco Variable Rate Preferred ETF
VRP
$3.01B
$5.53M 0.24%
226,054
-14,916
-6% -$359K
TRI icon
99
Thomson Reuters
TRI
$47.6B
$5.28M 0.23%
25,841
-188
-0.7% -$35.8K
SO icon
100
Southern Company
SO
$107B
$5.26M 0.22%
57,264
+56
+0.1% +$5.03K
2 3
4
5 6

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WG
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SAI
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YC
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AIP
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AHSSHC
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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.