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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
XLF icon
201
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$2.44M 0.09%
44,533
+1,009
+2% +$53.8K
PM icon
202
Philip Morris
PM
$295B
$2.44M 0.09%
15,190
+65
+0.4% +$10.1K
APP icon
203
Applovin
APP
$116B
$2.42M 0.09%
3,595
-645
-15% -$406K
DRI icon
204
Darden Restaurants
DRI
$24.4B
$2.4M 0.08%
+13,062
New +$2.38M
AXP icon
205
American Express
AXP
$230B
$2.38M 0.08%
6,433
+807
+14% +$289K
QUAL icon
206
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$2.36M 0.08%
11,885
+1,865
+19% +$366K
VGT icon
207
Vanguard Information Technology ETF
VGT
$149B
$2.36M 0.08%
25,048
+208
+0.8% +$19.8K
NVO
208
Novo Nordisk
NVO
$209B
$2.36M 0.08%
46,335
+33,666
+266% +$1.72M
ACIO icon
209
Aptus Collared Investment Opportunity ETF
ACIO
$2.44B
$2.34M 0.08%
+53,641
New +$2.35M
MCD icon
210
McDonald's
MCD
$195B
$2.34M 0.08%
7,657
+424
+6% +$130K
PGR icon
211
Progressive
PGR
$125B
$2.3M 0.08%
10,082
+1,295
+15% +$292K
GSLC icon
212
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$2.29M 0.08%
17,336
-558
-3% -$73.2K
XMMO icon
213
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
$2.27M 0.08%
16,417
-231
-1% -$31.6K
FLDR icon
214
Fidelity Low Duration Bond Factor ETF
FLDR
$1.98B
$2.27M 0.08%
45,203
+1,115
+3% +$56.1K
VZ icon
215
Verizon
VZ
$196B
$2.23M 0.08%
54,867
+3,873
+8% +$157K
GS icon
216
Goldman Sachs
GS
$303B
$2.21M 0.08%
2,519
+187
+8% +$153K
PPA icon
217
Invesco Aerospace & Defense ETF
PPA
$8.7B
$2.2M 0.08%
14,056
-302
-2% -$46.6K
CDNS icon
218
Cadence Design Systems
CDNS
$93.4B
$2.14M 0.08%
6,845
+340
+5% +$111K
INOD icon
219
Innodata
INOD
$2.04B
$2.14M 0.08%
41,927
+29,509
+238% +$1.92M
SUB icon
220
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$2.12M 0.07%
19,839
+3,869
+24% +$412K
CFG icon
221
Citizens Financial Group
CFG
$30.6B
$2.11M 0.07%
+36,147
New +$1.94M
LMT icon
222
Lockheed Martin
LMT
$136B
$2.1M 0.07%
4,336
-74
-2% -$35.4K
VOE icon
223
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$2.07M 0.07%
11,687
+185
+2% +$32.4K
CGGO icon
224
Capital Group Global Growth Equity ETF
CGGO
$11.9B
$2.05M 0.07%
59,125
+75
+0.1% +$2.59K
IBDU icon
225
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
$2.04M 0.07%
87,311
+11,898
+16% +$279K
7 8
9
10 11

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EWA
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SYBT
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KIM
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YCM
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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.