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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
NVDA icon
1
NVIDIA
NVDA
$5.12T
$122M 5.2%
770,140
-42,500
-5% -$5.35M
QQQ icon
2
Invesco QQQ Trust
QQQ
$460B
$89.4M 3.82%
162,073
+3,775
+2% +$1.88M
AAPL icon
3
Apple
AAPL
$4.89T
$80.4M 3.43%
391,878
+346
+0.1% +$69.9K
MSFT icon
4
Microsoft
MSFT
$2.85T
$80.2M 3.42%
161,184
-130
-0.1% -$56.5K
XOM icon
5
ExxonMobil
XOM
$651B
$77.4M 3.3%
717,940
+1,172
+0.2% +$125K
AMZN icon
6
Amazon
AMZN
$2.51T
$71.1M 3.04%
324,154
-1,507
-0.5% -$298K
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$56.8M 2.42%
91,913
-2,997
-3% -$1.71M
JPM icon
8
JPMorgan Chase
JPM
$937B
$56.4M 2.41%
194,390
+586
+0.3% +$150K
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.07T
$35.6M 1.52%
73,247
-229
-0.3% -$116K
BND icon
10
Vanguard Total Bond Market
BND
$158B
$34M 1.45%
461,911
+24,919
+6% +$1.81M
AVGO icon
11
Broadcom
AVGO
$1.84T
$30.9M 1.32%
112,054
+35,628
+47% +$7.74M
IVV icon
12
iShares Core S&P 500 ETF
IVV
$881B
$29.2M 1.25%
46,978
-1,368
-3% -$785K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.91T
$27M 1.15%
153,260
+4,400
+3% +$720K
VUG icon
14
Vanguard Growth ETF
VUG
$218B
$26.1M 1.11%
357,384
+9,444
+3% +$622K
META icon
15
Meta Platforms (Facebook)
META
$1.53T
$25.6M 1.09%
34,632
+2,112
+6% +$1.31M
SCHG icon
16
Schwab US Large-Cap Growth ETF
SCHG
$59B
$24.9M 1.07%
853,924
-42,401
-5% -$1.12M
HOOD icon
17
Robinhood
HOOD
$85.7B
$21.7M 0.93%
231,591
+13,567
+6% +$803K
VTV icon
18
Vanguard Value ETF
VTV
$189B
$21.3M 0.91%
120,783
+3,719
+3% +$628K
TSLA icon
19
Tesla
TSLA
$1.23T
$20.1M 0.86%
63,163
+29,487
+88% +$8.88M
COST icon
20
Costco
COST
$413B
$18.3M 0.78%
18,501
+438
+2% +$435K
ISRG icon
21
Intuitive Surgical
ISRG
$121B
$17.7M 0.76%
32,559
+140
+0.4% +$73.2K
GOOG icon
22
Alphabet (Google) Class C
GOOG
$3.91T
$17.5M 0.75%
98,875
+2,040
+2% +$337K
VOO icon
23
Vanguard S&P 500 ETF
VOO
$974B
$16.9M 0.72%
29,710
+1,304
+5% +$685K
CAT icon
24
Caterpillar
CAT
$413B
$16.1M 0.69%
41,388
+2,416
+6% +$805K
AER icon
25
AerCap
AER
$24B
$16M 0.68%
137,086
+30,543
+29% +$3.3M
1
2 3 4 5

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WG
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SAI
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YC
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AIP
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AHSSHC
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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.