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
AMAT icon
201
Applied Materials
AMAT
$434B
$2.07M 0.09%
11,317
-2,729
-19% -$432K
XLK icon
202
State Street Technology Select Sector SPDR ETF
XLK
$123B
$2.07M 0.09%
16,322
-1,172
-7% -$130K
QCOM icon
203
Qualcomm
QCOM
$171B
$2.04M 0.09%
12,889
-246
-2% -$36.2K
AGG icon
204
iShares Core US Aggregate Bond ETF
AGG
$138B
$2M 0.09%
20,132
+1,263
+7% +$124K
FBTC icon
205
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$1.99M 0.08%
21,155
+770
+4% +$66.3K
VZ icon
206
Verizon
VZ
$195B
$1.98M 0.08%
45,807
-1,193
-3% -$51.7K
T icon
207
AT&T
T
$160B
$1.98M 0.08%
68,357
+1,908
+3% +$52.6K
IWR icon
208
iShares Russell Mid-Cap ETF
IWR
$57.3B
$1.93M 0.08%
20,962
+112
+0.5% +$9.68K
WFC icon
209
Wells Fargo
WFC
$267B
$1.92M 0.08%
23,962
+4,986
+26% +$360K
GBTC icon
210
Grayscale Bitcoin Trust
GBTC
$9.65B
$1.9M 0.08%
22,370
-500
-2% -$38.9K
WM icon
211
Waste Management
WM
$90B
$1.9M 0.08%
8,285
-539
-6% -$125K
PFE icon
212
Pfizer
PFE
$145B
$1.88M 0.08%
77,575
-4,981
-6% -$116K
IWY icon
213
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$1.88M 0.08%
7,644
-56
-0.7% -$12.5K
SPAB icon
214
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
$1.88M 0.08%
73,335
-1,093
-1% -$27.6K
BA icon
215
Boeing
BA
$187B
$1.86M 0.08%
8,880
-13
-0.1% -$2.46K
CGUS icon
216
Capital Group Core Equity ETF
CGUS
$11.8B
$1.82M 0.08%
49,265
+14,152
+40% +$482K
VOE icon
217
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$1.81M 0.08%
11,008
-1,573
-13% -$249K
IEV icon
218
iShares Europe ETF
IEV
$1.69B
$1.81M 0.08%
28,589
+1,088
+4% +$66.1K
BAC icon
219
Bank of America
BAC
$440B
$1.78M 0.08%
37,717
+2,756
+8% +$116K
IEI icon
220
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$1.76M 0.08%
14,748
+90
+0.6% +$10.6K
QLD icon
221
ProShares Ultra QQQ
QLD
$14.1B
$1.75M 0.07%
29,810
+938
+3% +$45.6K
SSO icon
222
ProShares Ultra S&P500
SSO
$8.32B
$1.72M 0.07%
35,292
+3,030
+9% +$128K
EMXC icon
223
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.3B
$1.72M 0.07%
27,303
+22,488
+467% +$1.31M
SBUX icon
224
Starbucks
SBUX
$120B
$1.72M 0.07%
18,736
+482
+3% +$41.8K
IBDT icon
225
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$1.7M 0.07%
66,990
+15,110
+29% +$381K
7 8
9
10 11

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.