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
ING icon
151
ING
ING
$101B
$3.34M 0.14%
152,785
-1,769
-1% -$35.7K
VYM icon
152
Vanguard High Dividend Yield ETF
VYM
$82.6B
$3.34M 0.14%
25,029
+217
+0.9% +$27.5K
VO icon
153
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$3.16M 0.13%
45,140
+1,008
+2% +$66.2K
WAT icon
154
Waters Corp
WAT
$38.9B
$3.16M 0.13%
9,041
-14
-0.2% -$4.81K
FEZ icon
155
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.52B
$3.13M 0.13%
+52,333
New +$2.99M
UL icon
156
Unilever
UL
$138B
$3.12M 0.13%
45,277
+215
+0.5% +$15.1K
EEM icon
157
iShares MSCI Emerging Markets ETF
EEM
$29.7B
$3.1M 0.13%
64,263
-2,582
-4% -$116K
VTEB icon
158
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$3.09M 0.13%
62,993
-1,942
-3% -$94.9K
IWM icon
159
iShares Russell 2000 ETF
IWM
$83B
$3.08M 0.13%
14,283
-45,219
-76% -$9.1M
FTEC icon
160
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
$3.06M 0.13%
15,495
-1,170
-7% -$202K
PEG icon
161
Public Service Enterprise Group
PEG
$38B
$3.03M 0.13%
35,985
+564
+2% +$45.5K
FNDX icon
162
Schwab Fundamental US Large Company Index ETF
FNDX
$27.3B
$2.98M 0.13%
121,241
-2,243
-2% -$52.2K
GSLC icon
163
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
$2.97M 0.13%
24,453
+342
+1% +$38.5K
CGGR icon
164
Capital Group Growth ETF
CGGR
$25.1B
$2.96M 0.13%
72,775
+261
+0.4% +$9.52K
KO icon
165
Coca-Cola
KO
$372B
$2.94M 0.13%
41,578
+9,802
+31% +$698K
BKNG icon
166
Booking.com
BKNG
$151B
$2.93M 0.13%
12,650
+875
+7% +$179K
DGT icon
167
State Street SPDR Global Dow ETF
DGT
$626M
$2.91M 0.12%
+19,325
New +$2.74M
VEU icon
168
Vanguard FTSE All-World ex-US ETF
VEU
$68B
$2.86M 0.12%
42,551
+544
+1% +$34.4K
PAVE icon
169
Global X US Infrastructure Development ETF
PAVE
$15.1B
$2.84M 0.12%
65,183
-14,660
-18% -$586K
EDV icon
170
Vanguard World Funds Extended Duration ETF
EDV
$3.27B
$2.84M 0.12%
42,197
+5,911
+16% +$391K
PM icon
171
Philip Morris
PM
$291B
$2.8M 0.12%
15,363
+381
+3% +$65.4K
SDOG icon
172
ALPS Sector Dividend Dogs ETF
SDOG
$1.43B
$2.76M 0.12%
48,019
+693
+1% +$38.6K
HYG icon
173
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$2.62M 0.11%
32,508
+983
+3% +$77.4K
FNF icon
174
Fidelity National Financial
FNF
$13.9B
$2.59M 0.11%
46,179
-3,704
-7% -$217K
GEV icon
175
GE Vernova
GEV
$271B
$2.55M 0.11%
4,820
+1,135
+31% +$473K
5 6
7
8 9

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.