We are live on ! Find out more
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
IWP icon
101
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$5.18M 0.22%
37,345
+4,266
+13% +$540K
KMI icon
102
Kinder Morgan
KMI
$69.9B
$5.11M 0.22%
173,828
-4,022
-2% -$110K
AUSF icon
103
Global X Adaptive US Factor ETF
AUSF
$912M
$4.91M 0.21%
+109,786
New +$4.71M
SPMO icon
104
Invesco S&P 500 Momentum ETF
SPMO
$22.1B
$4.84M 0.21%
43,073
+28,870
+203% +$2.88M
SPHY icon
105
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.6B
$4.84M 0.21%
203,272
-1,284
-0.6% -$29.9K
GILD icon
106
Gilead Sciences
GILD
$168B
$4.74M 0.2%
42,766
+1,140
+3% +$121K
VB icon
107
Vanguard Morningstar Small-Cap ETF
VB
$82.3B
$4.68M 0.2%
19,755
+522
+3% +$116K
EMR icon
108
Emerson Electric
EMR
$89B
$4.62M 0.2%
34,644
+112
+0.3% +$12.8K
SCHV
109
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$4.54M 0.19%
163,980
-4,864
-3% -$128K
IYW icon
110
iShares US Technology ETF
IYW
$25.1B
$4.42M 0.19%
25,511
+179
+0.7% +$27.1K
ROP icon
111
Roper Technologies
ROP
$38.8B
$4.37M 0.19%
7,716
+114
+1% +$64.4K
KYN icon
112
Kayne Anderson Energy Infrastructure Fund
KYN
$2.42B
$4.37M 0.19%
343,290
-3,966
-1% -$47.8K
XLE icon
113
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$4.28M 0.18%
100,964
+4,212
+4% +$175K
QQQM icon
114
Invesco NASDAQ 100 ETF
QQQM
$102B
$4.27M 0.18%
18,780
-31
-0.2% -$6.35K
HACK icon
115
Amplify Cybersecurity ETF
HACK
$2.87B
$4.21M 0.18%
48,776
+300
+0.6% +$23.4K
SDVY icon
116
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.9B
$4.16M 0.18%
118,009
+4,079
+4% +$137K
IOO icon
117
iShares Global 100 ETF
IOO
$9.19B
$4.16M 0.18%
38,565
-19,926
-34% -$1.98M
ANET icon
118
Arista Networks
ANET
$240B
$4.15M 0.18%
40,559
+1,310
+3% +$113K
DON icon
119
WisdomTree US MidCap Dividend Fund
DON
$4.11B
$4.12M 0.18%
82,247
+1,465
+2% +$70.7K
ARCC icon
120
Ares Capital
ARCC
$14.1B
$4.11M 0.18%
187,373
+9,200
+5% +$196K
AMGN icon
121
Amgen
AMGN
$210B
$4.1M 0.18%
14,701
-8
-0.1% -$2.27K
TLT icon
122
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
$4.07M 0.17%
46,145
+987
+2% +$86.1K
ORLY icon
123
O'Reilly Automotive
ORLY
$74.9B
$4.07M 0.17%
45,149
+14
+0% +$1.28K
NOC icon
124
Northrop Grumman
NOC
$78.4B
$4.03M 0.17%
8,063
+133
+2% +$65.4K
LAMR icon
125
Lamar Advertising Co
LAMR
$16.1B
$3.98M 0.17%
32,820
+794
+2% +$92.1K
3 4
5
6 7

Similar funds

MSDF
Michael & Susan Dell Foundation New York $2.85B AUM 26.28% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
CAM
Crake Asset Management London, United Kingdom $2.86B AUM 16.35% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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.