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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
DHI icon
126
D.R. Horton
DHI
$42.2B
$3.98M 0.17%
30,890
-215
-0.7% -$26.5K
DFAC icon
127
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$3.97M 0.17%
110,885
-175
-0.2% -$5.84K
EFA icon
128
iShares MSCI EAFE ETF
EFA
$79.7B
$3.97M 0.17%
44,372
+2,560
+6% +$219K
VPL icon
129
Vanguard FTSE Pacific ETF
VPL
$8.43B
$3.93M 0.17%
47,770
+158
+0.3% +$12.1K
IEF icon
130
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$3.88M 0.17%
40,487
-2,285
-5% -$216K
DLR icon
131
Digital Realty Trust
DLR
$71.1B
$3.86M 0.16%
22,156
+258
+1% +$42.2K
EOG icon
132
EOG Resources
EOG
$73.4B
$3.85M 0.16%
32,223
+218
+0.7% +$24.9K
SCHX icon
133
Schwab US Large- Cap ETF
SCHX
$74.6B
$3.83M 0.16%
156,798
+5,614
+4% +$127K
FE icon
134
FirstEnergy
FE
$27.7B
$3.79M 0.16%
94,021
-6,100
-6% -$252K
PAYX icon
135
Paychex
PAYX
$42B
$3.75M 0.16%
25,779
-20
-0.1% -$3.01K
BSV icon
136
Vanguard Short-Term Bond ETF
BSV
$44.6B
$3.73M 0.16%
47,384
-6,283
-12% -$491K
XLV icon
137
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
$3.64M 0.16%
27,031
-663
-2% -$89.5K
VEA icon
138
Vanguard FTSE Developed Markets ETF
VEA
$235B
$3.62M 0.15%
63,443
+1,320
+2% +$70.7K
ADBE icon
139
Adobe
ADBE
$103B
$3.61M 0.15%
9,340
+463
+5% +$178K
FV icon
140
First Trust Dorsey Wright Focus 5 ETF
FV
$3.77B
$3.61M 0.15%
60,956
-74
-0.1% -$4.12K
SPGI icon
141
S&P Global
SPGI
$123B
$3.59M 0.15%
6,801
+136
+2% +$67.9K
HEQT icon
142
Simplify Hedged Equity ETF
HEQT
$303M
$3.58M 0.15%
119,112
+111,240
+1,413% +$3.23M
EPI icon
143
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$3.57M 0.15%
75,106
+62,271
+485% +$2.83M
NEE.PRR
144
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
$3.55M 0.15%
89,288
-1,628
-2% -$65.2K
EQH icon
145
Equitable Holdings
EQH
$14.1B
$3.55M 0.15%
+63,193
New +$3.25M
MS icon
146
Morgan Stanley
MS
$343B
$3.53M 0.15%
25,064
+1,195
+5% +$147K
GSBD icon
147
Goldman Sachs BDC
GSBD
$996M
$3.49M 0.15%
310,549
-2,742
-0.9% -$30.2K
LVHI icon
148
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.45B
$3.46M 0.15%
+106,145
New +$3.41M
IWF icon
149
iShares Russell 1000 Growth ETF
IWF
$129B
$3.41M 0.15%
32,168
-300
-0.9% -$28.7K
WCMI
150
First Trust WCM International Equity ETF
WCMI
$1.82B
$3.36M 0.14%
+211,429
New +$3.16M
4 5
6
7 8

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MSDF
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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
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CAM
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GS
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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.