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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
PAYX icon
176
Paychex
PAYX
$42.7B
$2.89M 0.1%
25,727
-53
-0.2% -$6.2K
LOW icon
177
Lowe's Companies
LOW
$125B
$2.88M 0.1%
11,948
+264
+2% +$63.4K
MDY icon
178
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$2.88M 0.1%
4,773
+1
+0% +$598
AMAT icon
179
Applied Materials
AMAT
$428B
$2.88M 0.1%
11,201
+630
+6% +$151K
XME icon
180
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
$2.85M 0.1%
27,501
-1,228
-4% -$121K
BMY icon
181
Bristol-Myers Squibb
BMY
$132B
$2.79M 0.1%
51,686
+570
+1% +$27.4K
EDV icon
182
Vanguard World Funds Extended Duration ETF
EDV
$3.5B
$2.75M 0.1%
42,397
+50
+0.1% +$3.4K
LRCX icon
183
Lam Research
LRCX
$390B
$2.75M 0.1%
16,061
+3,651
+29% +$568K
CGDV icon
184
Capital Group Dividend Value ETF
CGDV
$38.9B
$2.73M 0.1%
62,612
+9
+0% +$386
QXO
185
QXO Inc
QXO
$17.4B
$2.68M 0.09%
138,811
+20,068
+17% +$385K
MRVL icon
186
Marvell Technology
MRVL
$196B
$2.65M 0.09%
31,239
+3,317
+12% +$290K
BA icon
187
Boeing
BA
$185B
$2.65M 0.09%
12,149
+2,431
+25% +$500K
NOW icon
188
ServiceNow
NOW
$129B
$2.63M 0.09%
17,189
-4,996
-23% -$857K
CGCB icon
189
Capital Group Core Bond ETF
CGCB
$5.78B
$2.62M 0.09%
98,958
+28,928
+41% +$771K
XLY icon
190
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$2.61M 0.09%
21,898
-264
-1% -$31.3K
TJX icon
191
TJX Companies
TJX
$178B
$2.58M 0.09%
16,786
+5,653
+51% +$836K
IOO icon
192
iShares Global 100 ETF
IOO
$9.5B
$2.58M 0.09%
20,353
-570
-3% -$70.9K
IWR icon
193
iShares Russell Mid-Cap ETF
IWR
$57.5B
$2.56M 0.09%
26,608
+6,373
+31% +$613K
RSP icon
194
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$2.56M 0.09%
13,361
+236
+2% +$44.8K
VWO icon
195
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$2.56M 0.09%
47,553
+2,002
+4% +$109K
FNF icon
196
Fidelity National Financial
FNF
$13.5B
$2.5M 0.09%
45,775
+145
+0.3% +$8.25K
CGUS icon
197
Capital Group Core Equity ETF
CGUS
$11.9B
$2.47M 0.09%
61,462
+3,812
+7% +$152K
SGOV icon
198
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$2.46M 0.09%
24,469
-902
-4% -$90.6K
XLK icon
199
State Street Technology Select Sector SPDR ETF
XLK
$123B
$2.46M 0.09%
17,060
+1,078
+7% +$156K
AGG icon
200
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.45M 0.09%
24,497
-1,707
-7% -$171K
6 7
8
9 10

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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.