13F filer

Meridian Wealth Management

As of Jun 30, 2026 Filed Aug 5, 2026 CIK 1697300 SEC filings ↗
13F Value
$3.25B
Positions
830
Top Position
NVDA4.5%
Top 5
17.4%

Latest filing changes

vs Mar 31, 2026
1 AER Aercap Holdings +32.8%+$6.6M
2 INTC Intel +325.8%+$6.6M
3 KLAC KLA +227.7%+$6.5M
4 DELL Dell Technologies +430.9%+$3.5M
Holdings830
# Trend (4Q)
1 NVDA 4.5% $145.8M -7.4% 728.8K 4.8% Common Stock
2 QQQ 3.9% $125.2M +1.8% 170.0K 3.4% ETF
3 AAPL 3.8% $122.8M +0.4% 424.4K 3.8% Common Stock
4 XOM
Filing details
  • 30231G102 Jun 30, 2026 645,636 reported quantity $88,271,384 reported value
2.7% $88.3M -5.7% 645.6K 4.1% Common Stock
5 AMZN 2.6% $84.0M -3.9% 352.5K 2.7% Common Stock
6 SPY 2.4% $76.4M +1.5% 102.3K 2.3% ETF
7 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 194,206 reported quantity $69,403,250 reported value
2.1% $69.4M -3.1% 194.2K 2.0% Common Stock
8 JPM 2.0% $64.0M +1.3% 195.6K 2.0% Common Stock
9 MSFT 1.9% $62.1M -1.7% 166.5K 2.2% Common Stock
10 MU 1.7% $53.7M -3.1% 46.5K 0.6% Common Stock
11 AVGO 1.6% $51.6M +2.8% 136.5K 1.4% Common Stock
12 AMD 1.4% $45.0M -2.8% 77.5K 0.6% Common Stock
13 TSM 1.3% $41.6M +6.6% 87.0K 1.0% ADR
14 BRK.B
Filing details
  • 084670702 Jun 30, 2026 74,514 reported quantity $37,286,256 reported value
1.1% $37.3M -2.2% 74.5K 1.3% Common Stock
15 CAT 1.1% $35.3M +1.1% 33.1K 0.8% Common Stock
16 VUG 1.1% $35.2M — 399.3K 1.0% — ETF
17 SPMO 1.1% $34.5M -13.5% 213.7K 1.0% ETF
18 GOOG 1.1% $34.2M +0.3% 96.8K 1.0% Common Stock
19 IVV 1.0% $33.7M -0.9% 45.1K 1.0% ETF
20 META 1.0% $32.4M -12.5% 57.5K 1.3% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing50
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.