# Meridian Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1697300. Source: https://holderbook.com/funds/1697300-meridian-wealth-management-llc/

- Reported value: $3.2B
- Positions: 825
- Weight of the ten largest: 27.5%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $146.4M | 728,772 | 4.5% | 9 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $125.2M | 170,017 | 3.9% | 8 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $122.8M | 424,395 | 3.8% | 8 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $88.3M | 645,636 | 2.7% | 9 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $84.0M | 352,472 | 2.6% | 8 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $77.3M | 102,346 | 2.4% | 9 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $69.4M | 194,206 | 2.1% | 9 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $64.0M | 195,616 | 2.0% | 9 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $62.1M | 166,473 | 1.9% | 8 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $53.7M | 46,508 | 1.7% | 8 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $51.8M | 136,509 | 1.6% | 9 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $45.0M | 77,535 | 1.4% | 8 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $41.6M | 87,014 | 1.3% | 8 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $37.3M | 74,514 | 1.1% | 8 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $35.3M | 33,139 | 1.1% | 8 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $35.2M | 399,284 | 1.1% | 8 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $34.5M | 213,710 | 1.1% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $34.2M | 96,830 | 1.1% | 9 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $33.7M | 45,063 | 1.0% | 8 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $32.4M | 57,460 | 1.0% | 9 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $30.6M | 140,666 | 0.9% | 8 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $30.1M | 71,678 | 0.9% | 9 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $30.1M | 889,403 | 0.9% | 8 |
| AERCAP HOLDINGS NV | [AER](https://holderbook.com/stocks/AER/) | $26.8M | 183,574 | 0.8% | 9 |
| ALPS ETF TR | [SMTH](https://holderbook.com/stocks/SMTH/) | $23.8M | 923,625 | 0.7% | 3 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $22.3M | 60,480 | 0.7% | 9 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $22.2M | 32,325 | 0.7% | 8 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $21.4M | 291,941 | 0.7% | 8 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $20.8M | 56,076 | 0.6% | 8 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $19.5M | 77,358 | 0.6% | 9 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $18.9M | 77,936 | 0.6% | 8 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $18.0M | 15,030 | 0.6% | 8 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $17.9M | 157,755 | 0.6% | 8 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $17.1M | 26,698 | 0.5% | 8 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $17.0M | 18,177 | 0.5% | 9 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $16.7M | 172,923 | 0.5% | 9 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $16.4M | 592,590 | 0.5% | 8 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $15.9M | 206,803 | 0.5% | 8 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $15.5M | 255,696 | 0.5% | 9 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $15.4M | 174,804 | 0.5% | 9 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $15.3M | 54,546 | 0.5% | 8 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $14.8M | 195,870 | 0.5% | 9 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $14.7M | 403,016 | 0.5% | 9 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $13.7M | 471,477 | 0.4% | 8 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $13.6M | 53,587 | 0.4% | 8 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $13.5M | 38,157 | 0.4% | 8 |
| INVESCO EXCHANGE TRADED FD T | [XSMO](https://holderbook.com/stocks/XSMO/) | $13.4M | 142,592 | 0.4% | 9 |
| INVESCO EXCH TRADED FD TR II | [IDMO](https://holderbook.com/stocks/IDMO/) | $13.3M | 220,360 | 0.4% | 4 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $12.7M | 37,279 | 0.4% | 8 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $12.5M | 75,174 | 0.4% | 8 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $12.4M | 6,244 | 0.4% | 9 |
| STOCK YDS BANCORP INC | [SYBT](https://holderbook.com/stocks/SYBT/) | $12.2M | 160,054 | 0.4% | 8 |
| GLOBAL X FDS | [AUSF](https://holderbook.com/stocks/AUSF/) | $12.1M | 246,844 | 0.4% | 5 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $11.9M | 40,046 | 0.4% | 5 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $11.8M | 107,200 | 0.4% | 8 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $11.2M | 96,261 | 0.3% | 9 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $11.1M | 136,876 | 0.3% | 4 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $10.7M | 200,770 | 0.3% | 9 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $10.3M | 54,160 | 0.3% | 8 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $10.2M | 79,604 | 0.3% | 9 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $10.1M | 13,253 | 0.3% | 9 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $9.8M | 28,615 | 0.3% | 9 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $9.8M | 26,159 | 0.3% | 8 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $9.8M | 129,245 | 0.3% | 9 |
| BONDBLOXX ETF TRUST | [XFIV](https://holderbook.com/stocks/XFIV/) | $9.7M | 199,084 | 0.3% | 3 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $9.6M | 24,114 | 0.3% | 9 |
| ISHARES TR | [IGM](https://holderbook.com/stocks/IGM/) | $9.5M | 58,381 | 0.3% | 8 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $9.5M | 80,247 | 0.3% | 9 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $9.5M | 59,932 | 0.3% | 9 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $9.4M | 30,990 | 0.3% | 8 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $9.3M | 30,723 | 0.3% | 4 |
| INVESCO EXCHANGE TRADED FD T | [XMMO](https://holderbook.com/stocks/XMMO/) | $9.0M | 52,993 | 0.3% | 1 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $9.0M | 244,499 | 0.3% | 8 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $8.9M | 0 | 0.3% | 2 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $8.7M | 7,437 | 0.3% | 9 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $8.7M | 20,080 | 0.3% | 7 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $8.6M | 62,178 | 0.3% | 8 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $8.5M | 234,510 | 0.3% | 8 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $8.4M | 92,187 | 0.3% | 9 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $8.4M | 11,645 | 0.3% | 8 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $8.4M | 56,947 | 0.3% | 8 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $8.1M | 29,947 | 0.3% | 8 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $8.1M | 12,376 | 0.3% | 9 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $8.1M | 54,787 | 0.2% | 8 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $8.0M | 46,940 | 0.2% | 7 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $8.0M | 96,225 | 0.2% | 9 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $7.9M | 12,507 | 0.2% | 8 |
| JANUS DETROIT STR TR | [JMBS](https://holderbook.com/stocks/JMBS/) | $7.7M | 172,231 | 0.2% | 3 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $7.7M | 25,657 | 0.2% | 8 |
| BNY MELLON ETF TRUST | [BKGI](https://holderbook.com/stocks/BKGI/) | $7.6M | 168,392 | 0.2% | 1 |
| INVESCO EXCHANGE TRADED FD T | [PWB](https://holderbook.com/stocks/PWB/) | $7.6M | 44,884 | 0.2% | 9 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $7.5M | 55,538 | 0.2% | 8 |
| SCHWAB STRATEGIC TR | [SCHJ](https://holderbook.com/stocks/SCHJ/) | $7.4M | 301,188 | 0.2% | 8 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $7.3M | 20,084 | 0.2% | 8 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $7.2M | 25,285 | 0.2% | 8 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $7.2M | 101,859 | 0.2% | 8 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $7.1M | 25,592 | 0.2% | 1 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $7.1M | 29,847 | 0.2% | 8 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $6.9M | 36,329 | 0.2% | 9 |
| ISHARES TR | [IQLT](https://holderbook.com/stocks/IQLT/) | $6.8M | 137,805 | 0.2% | 9 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.2% | +14.8% | -0.6% | 100% |
| Q1 2026 | -3.1% | -4.6% | +1.5% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.3% | 100% |
| Q3 2025 | +8.3% | +7.8% | +0.5% | 100% |
| Q2 2025 | +10.3% | +10.5% | -0.2% | 100% |
| Q1 2025 | -4.0% | -4.6% | +0.5% | 100% |
| Q4 2024 | +1.5% | +2.1% | -0.6% | 100% |
| Q3 2024 | +4.2% | +5.4% | -1.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $3.2B | 825 |
| Q1 2026 | $2.8B | 772 |
| Q4 2025 | $2.8B | 752 |
| Q3 2025 | $2.6B | 707 |
| Q2 2025 | $2.3B | 670 |
| Q1 2025 | $2.1B | 620 |
| Q4 2024 | $2.1B | 625 |
| Q3 2024 | $2.0B | 627 |
| Q2 2024 | $836.6M | 290 |
| Q1 2024 | $600.7M | 199 |
| Q4 2023 | $1.6B | 592 |
| Q3 2023 | $1.6B | 540 |