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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
NVDA icon
1
NVIDIA
NVDA
$5.42T
$150M 5.27%
802,078
+42,475
+6% +$7.91M
AAPL icon
2
Apple
AAPL
$4.57T
$117M 4.1%
428,805
+27,010
+7% +$7.25M
QQQ icon
3
Invesco QQQ Trust
QQQ
$481B
$99.8M 3.51%
162,458
-1,486
-0.9% -$912K
AMZN icon
4
Amazon
AMZN
$2.96T
$88.6M 3.12%
383,810
+51,331
+15% +$11.7M
MSFT icon
5
Microsoft
MSFT
$3.71T
$82.7M 2.91%
170,948
+6,791
+4% +$3.4M
XOM icon
6
ExxonMobil
XOM
$634B
$81.4M 2.87%
676,521
-10,399
-2% -$1.21M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.33T
$66.2M 2.33%
211,436
+53,844
+34% +$15.4M
SPY icon
8
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$65M 2.29%
95,187
+3,096
+3% +$2.09M
JPM icon
9
JPMorgan Chase
JPM
$950B
$63.5M 2.23%
196,938
+1,240
+0.6% +$384K
AVGO icon
10
Broadcom
AVGO
$2.04T
$45.9M 1.62%
132,630
+7,087
+6% +$2.53M
META icon
11
Meta Platforms (Facebook)
META
$1.51T
$41.4M 1.46%
62,772
+31,304
+99% +$20.9M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.13T
$36.1M 1.27%
71,745
+2,379
+3% +$1.18M
VUG icon
13
Vanguard Morningstar Growth ETF
VUG
$230B
$32.4M 1.14%
398,700
-15,972
-4% -$1.3M
TSLA icon
14
Tesla
TSLA
$1.3T
$32.4M 1.14%
72,015
+9,782
+16% +$4.34M
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.32T
$31.6M 1.11%
100,616
-2,198
-2% -$630K
IVV icon
16
iShares Core S&P 500 ETF
IVV
$904B
$31.3M 1.1%
45,626
-542
-1% -$368K
SPMO icon
17
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$29.4M 1.04%
246,665
+3,153
+1% +$378K
GLD icon
18
SPDR Gold Trust
GLD
$142B
$28.8M 1.01%
72,710
+9,013
+14% +$3.44M
SCHG icon
19
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$27.9M 0.98%
854,002
+26,337
+3% +$857K
VTV icon
20
Vanguard Morningstar Value ETF
VTV
$192B
$24.7M 0.87%
129,464
+3,333
+3% +$627K
PLTR icon
21
Palantir
PLTR
$413B
$23.9M 0.84%
134,257
+11,750
+10% +$2.13M
HOOD icon
22
Robinhood
HOOD
$83.9B
$23.6M 0.83%
208,253
-23,925
-10% -$3.11M
SHOP icon
23
Shopify
SHOP
$195B
$22.1M 0.78%
137,081
+13,406
+11% +$2.15M
SMTH icon
24
ALPS Smith Core Plus Bond ETF
SMTH
$2.99B
$21.7M 0.76%
+832,218
New +$21.8M
CAT icon
25
Caterpillar
CAT
$387B
$20.8M 0.73%
36,278
-1,685
-4% -$937K
1
2 3 4 5

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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.