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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
+3.22%
1 Year Est. Return
+41%
3 Year Est. Return
+117.37%
5 Year Est. Return
+165.35%
10 Year Est. Return
–
AUM
$2.84B
AUM Growth
+$232M
Cap. Flow
+$176M
Cap. Flow %
6.18%
Top 10 Hldgs %
30.24%
Holding
790
New
83
Increased
412
Reduced
203
Closed
38

Top Buys

Rank Stock Value
1
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$21.8M
2
META icon
Meta Platforms (Facebook)
META
+$20.9M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.4M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
XFIV icon
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
+$9.28M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$15.9M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$9.23M
3
AMSC icon
American Superconductor
AMSC
+$5.41M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$4.65M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.65M

Sector Composition

Rank Sector Weight
1 Technology 21.2%
2 Financials 8.25%
3 Consumer Discretionary 6.07%
4 Communication Services 5.88%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
101
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$5.45M 0.19%
21,837
-112
-0.5% -$28.7K
ASML icon
102
ASML
ASML
$669B
$5.29M 0.19%
4,949
+2,289
+86% +$2.39M
UNH icon
103
UnitedHealth
UNH
$370B
$5.29M 0.19%
16,036
-1,080
-6% -$366K
EFA icon
104
iShares MSCI EAFE ETF
EFA
$80.2B
$5.23M 0.18%
54,476
+3,156
+6% +$299K
ARES icon
105
Ares Management
ARES
$30.9B
$5.19M 0.18%
32,117
-580
-2% -$90.4K
GILD icon
106
Gilead Sciences
GILD
$165B
$5.14M 0.18%
41,863
-6
-0% -$729
SCHV
107
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$5.09M 0.18%
171,739
+7,931
+5% +$232K
DHI icon
108
D.R. Horton
DHI
$42.3B
$4.94M 0.17%
34,330
+1,841
+6% +$280K
KYN icon
109
Kayne Anderson Energy Infrastructure Fund
KYN
$2.4B
$4.86M 0.17%
392,584
+27,378
+7% +$326K
NOC icon
110
Northrop Grumman
NOC
$81.2B
$4.83M 0.17%
8,476
+478
+6% +$277K
AMGN icon
111
Amgen
AMGN
$222B
$4.74M 0.17%
14,484
+199
+1% +$63.1K
SO icon
112
Southern Company
SO
$107B
$4.73M 0.17%
54,270
+1,671
+3% +$153K
SDVY icon
113
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
$4.7M 0.17%
122,683
+2,363
+2% +$89.7K
EMR icon
114
Emerson Electric
EMR
$88.3B
$4.63M 0.16%
34,906
-352
-1% -$46.7K
VYM icon
115
Vanguard High Dividend Yield ETF
VYM
$83.5B
$4.61M 0.16%
32,106
+6,994
+28% +$995K
GEV icon
116
GE Vernova
GEV
$264B
$4.51M 0.16%
6,901
+198
+3% +$121K
XLV icon
117
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$4.43M 0.16%
28,589
+1,550
+6% +$232K
FE icon
118
FirstEnergy
FE
$27.5B
$4.36M 0.15%
97,396
-3,493
-3% -$160K
DON icon
119
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$4.35M 0.15%
84,338
+1,321
+2% +$68.1K
IEF icon
120
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$4.34M 0.15%
45,143
+2,117
+5% +$205K
SMH icon
121
VanEck Semiconductor ETF
SMH
$71.8B
$4.31M 0.15%
11,967
+3,679
+44% +$1.29M
HEQT icon
122
Simplify Hedged Equity ETF
HEQT
$303M
$4.29M 0.15%
133,850
+6,719
+5% +$213K
IYW icon
123
iShares US Technology ETF
IYW
$25.5B
$4.28M 0.15%
21,419
-759
-3% -$152K
VTEB icon
124
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$4.26M 0.15%
84,688
+4,451
+6% +$224K
IWF icon
125
iShares Russell 1000 Growth ETF
IWF
$128B
$4.22M 0.15%
35,656
+2,696
+8% +$319K
3 4
5
6 7

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BCI
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EWA
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SYBT
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KIM
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YCM
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SC
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Meridian Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Meridian Wealth Management held 790 positions worth $2.84B, up 8.9% from $2.61B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Meridian Wealth Management deployed $176M of net new capital in Q4 2025, opening 83 new positions and adding to 412 existing holdings. Its largest new stake was ALPS Smith Core Plus Bond ETF: 832,218 shares worth $21.7M.

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

On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $15.9M trimmed.

  • Meridian Wealth Management's largest Q4 2025 buy was ALPS Smith Core Plus Bond ETF: 832,218 shares worth $21.7M.
  • Meridian Wealth Management added most to Meta Platforms (Facebook) in Q4 2025, an estimated $20.9M increase.
  • Meridian Wealth Management's biggest Q4 2025 reduction was Vanguard Total Bond Market, cutting an estimated $15.9M.
  • Meridian Wealth Management fully exited American Superconductor in Q4 2025, selling an estimated $5.41M.
  • Meridian Wealth Management's ten largest holdings make up 30% of its $2.84B portfolio in Q4 2025.
  • Meridian Wealth Management opened 83 new positions and closed 38 in Q4 2025.
  • Meridian Wealth Management's portfolio value rose 8.9% quarter-over-quarter to $2.84B.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.