Meridian Wealth Management, LLC

13F filer · CIK 0001697300

Reported Aug 5, 2026

13F portfolio value$3.25BU.S. long equity reported on 13F

Positions456Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight27.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026456 positions
NVDANvidia Corp	$146M	4.49%	0.00%	Not reported	Q3 2017
QQQInvesco QQQ Trust, Series 1	$125M	3.86%	Not reported	Not reported	Q2 2018
AAPLApple Inc.	$123M	3.78%	0.00%	Not reported	Q4 2016
XOMExxonMobil Holdings Corp	$88.3M	2.72%	0.02%	Not reported	Q4 2016
AMZNAmazon Com Inc	$84M	2.59%	0.00%	Not reported	Q4 2016
SPYSPDR S&P 500 ETF Trust	$76.4M	2.35%	Not reported	Not reported	Q4 2016
GOOGLAlphabet Inc.	$69.4M	2.14%	0.00%	Not reported	Q1 2017
JPMJPMorgan Chase & Co	$64M	1.97%	0.01%	Not reported	Q4 2016
MSFTMicrosoft Corp	$62.1M	1.91%	0.00%	Not reported	Q4 2016
MUMicron Technology Inc	$53.7M	1.65%	0.00%	Not reported	Q1 2018
AVGOBroadcom Inc.	$51.6M	1.59%	0.00%	Not reported	Q3 2018
AMDAdvanced Micro Devices Inc	$45M	1.39%	0.00%	Not reported	Q1 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$41.6M	1.28%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$37.3M	1.15%	Not reported	Not reported	Q4 2016
CATCaterpillar Inc	$35.3M	1.09%	0.01%	Not reported	Q1 2017
GOOGAlphabet Inc.	$34.2M	1.05%	Not reported	Not reported	Q2 2017
METAMeta Platforms, Inc.	$32.4M	1.00%	Not reported	Not reported	Q4 2016
TSLATesla, Inc.	$30.1M	0.93%	0.00%	Not reported	Q2 2017
AERAerCap Holdings N.V.	$26.8M	0.82%	0.11%	Not reported	Q4 2022
GLDSPDR Gold Trust	$22.3M	0.69%	0.02%	Not reported	Q1 2018
ABBVAbbVie Inc.	$19.5M	0.60%	0.00%	Not reported	Q1 2017
LLYELI LILLY & Co	$18M	0.56%	0.00%	Not reported	Q2 2019
WMTWalmart Inc.	$17.9M	0.55%	0.00%	Not reported	Q1 2018
COSTCostco Wholesale Corp	$17M	0.52%	0.00%	Not reported	Q1 2019
IBMInternational Business Machines Corp	$15.3M	0.47%	0.01%	Not reported	Q4 2016
JNJJohnson & Johnson	$13.6M	0.42%	0.00%	Not reported	Q4 2016
HDHome Depot, Inc.	$13.5M	0.41%	0.00%	Not reported	Q4 2016
PANWPalo Alto Networks Inc	$12.7M	0.39%	0.00%	Not reported	Q1 2019
CVXChevron Corp	$12.5M	0.38%	0.00%	Not reported	Q4 2016
ASMLAsml Holding NV	$12.4M	0.38%	0.00%	Not reported	Q2 2022
SYBTStock Yards Bancorp, Inc.	$12.2M	0.38%	0.52%	Not reported	Q3 2021
MRVLMarvell Technology, Inc.	$11.9M	0.37%	0.00%	Not reported	Q1 2022
PLTRPalantir Technologies Inc.	$11.2M	0.35%	0.00%	Not reported	Q1 2021
SLViShares Silver Trust	$10.7M	0.33%	0.04%	Not reported	Q2 2019
RTXRTX Corp	$10.3M	0.32%	0.00%	Not reported	Q3 2020
MRKMerck & Co., Inc.	$10.2M	0.32%	0.00%	Not reported	Q1 2019
CRWDCrowdStrike Holdings, Inc.	$10.1M	0.31%	0.01%	Not reported	Q4 2020
VVisa Inc.	$9.82M	0.30%	0.00%	Not reported	Q1 2017
GEGeneral Electric Co	$9.78M	0.30%	0.00%	Not reported	Q3 2021
ISRGIntuitive Surgical Inc	$9.59M	0.30%	0.01%	Not reported	Q3 2017
KLACKla Corp	$9.35M	0.29%	0.00%	Not reported	Q3 2019
BEBloom Energy Corp	$9.3M	0.29%	0.01%	Not reported	Q3 2025
GEVGE Vernova Inc.	$8.74M	0.27%	0.00%	Not reported	Q2 2024
LRCXLam Research Corp	$8.7M	0.27%	0.00%	Not reported	Q3 2017
INTCIntel Corp	$8.6M	0.27%	0.00%	Not reported	Q3 2017
AMATApplied Materials Inc	$8.42M	0.26%	0.00%	Not reported	Q2 2017
PGPROCTER & GAMBLE Co	$8.35M	0.26%	0.00%	Not reported	Q4 2016
UNPUnion Pacific Corp	$8.15M	0.25%	0.01%	Not reported	Q1 2019
SMHMarket Vectors ETF Trust	$8.12M	0.25%	Not reported	Not reported	Q2 2019
ANETArista Networks, Inc.	$7.97M	0.25%	0.00%	Not reported	Q1 2018

Q4 2025Reported Feb 4, 2026425 positions
NVDANvidia Corp	$150M	5.27%	0.00%	+5.6%	Q3 2017
AAPLApple Inc.	$117M	4.10%	0.00%	+6.7%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$99.8M	3.51%	Not reported	-0.9%	Q2 2018
AMZNAmazon Com Inc	$88.6M	3.12%	0.00%	+15.4%	Q4 2016
MSFTMicrosoft Corp	$82.7M	2.91%	0.00%	+4.1%	Q4 2016
XOMExxonMobil Holdings Corp	$81.4M	2.87%	0.02%	-1.5%	Q4 2016
GOOGLAlphabet Inc.	$66.2M	2.33%	0.00%	+34.2%	Q1 2017
SPYSPDR S&P 500 ETF Trust	$65M	2.29%	Not reported	+3.4%	Q4 2016
JPMJPMorgan Chase & Co	$63.5M	2.23%	0.01%	+0.6%	Q4 2016
AVGOBroadcom Inc.	$45.9M	1.62%	0.00%	+5.7%	Q3 2018
METAMeta Platforms, Inc.	$41.4M	1.46%	Not reported	+99.5%	Q4 2016
BRK.BBerkshire Hathaway Inc	$36.1M	1.27%	Not reported	+3.4%	Q4 2016
TSLATesla, Inc.	$32.4M	1.14%	0.00%	+15.7%	Q2 2017
GOOGAlphabet Inc.	$31.6M	1.11%	Not reported	-2.1%	Q2 2017
GLDSPDR Gold Trust	$28.8M	1.01%	0.02%	+14.2%	Q1 2018
PLTRPalantir Technologies Inc.	$23.9M	0.84%	0.01%	+9.6%	Q1 2021
HOODRobinhood Markets, Inc.	$23.6M	0.83%	0.09%	-10.3%	Q4 2024
SHOPShopify Inc.	$22.1M	0.78%	0.03%	+10.8%	Q1 2017
CATCaterpillar Inc	$20.8M	0.73%	0.01%	-4.4%	Q1 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$20M	0.71%	0.00%	+27.9%	Q4 2021
ISRGIntuitive Surgical Inc	$19.3M	0.68%	0.01%	+2.0%	Q3 2017
AERAerCap Holdings N.V.	$18.6M	0.65%	0.08%	-5.8%	Q4 2022
WMTWalmart Inc.	$18.4M	0.65%	0.00%	+7.3%	Q1 2018
ABBVAbbVie Inc.	$17.2M	0.60%	0.00%	-0.6%	Q1 2017
COSTCostco Wholesale Corp	$15.9M	0.56%	0.00%	+0.8%	Q1 2019
IBMInternational Business Machines Corp	$15.6M	0.55%	0.01%	+1.1%	Q4 2016
LLYELI LILLY & Co	$14.9M	0.52%	0.00%	+24.1%	Q2 2019
AMDAdvanced Micro Devices Inc	$13.4M	0.47%	0.00%	+123.0%	Q1 2017
HDHome Depot, Inc.	$12.6M	0.44%	0.00%	+1.8%	Q4 2016
CVXChevron Corp	$11.8M	0.42%	0.00%	-1.4%	Q4 2016
ORCLOracle Corp	$11.8M	0.41%	0.00%	+19.3%	Q3 2020
SLViShares Silver Trust	$11.7M	0.41%	0.03%	-4.9%	Q2 2019
KLACKla Corp	$11.6M	0.41%	0.01%	+7.2%	Q3 2019
JNJJohnson & Johnson	$10.9M	0.39%	0.00%	-0.8%	Q4 2016
VVisa Inc.	$10.8M	0.38%	0.00%	+10.7%	Q1 2017
RTXRTX Corp	$10.2M	0.36%	0.00%	-1.4%	Q3 2020
MAMastercard Inc	$9.84M	0.35%	0.00%	+8.4%	Q4 2016
SYBTStock Yards Bancorp, Inc.	$9.74M	0.34%	0.51%	+0.1%	Q3 2021
RDDTReddit, Inc.	$9.03M	0.32%	Not reported	-33.8%	Q2 2024
PGPROCTER & GAMBLE Co	$8.21M	0.29%	0.00%	+3.8%	Q4 2016
NFLXNetflix Inc	$8.15M	0.29%	0.00%	+13.6%	Q1 2017
PEPPepsico Inc	$8.06M	0.28%	0.00%	+1.9%	Q4 2016
GEGeneral Electric Co	$7.77M	0.27%	0.00%	+2.6%	Q3 2021
MRKMerck & Co., Inc.	$7.66M	0.27%	0.00%	-1.0%	Q1 2019
CRWDCrowdStrike Holdings, Inc.	$7.58M	0.27%	0.01%	+18.7%	Q4 2020
UNPUnion Pacific Corp	$6.84M	0.24%	0.01%	-21.0%	Q1 2019
PANWPalo Alto Networks Inc	$6.54M	0.23%	0.01%	+7.6%	Q1 2019
DEDeere & Co	$6.21M	0.22%	0.00%	-17.6%	Q4 2016
ANETArista Networks, Inc.	$6.21M	0.22%	0.00%	+19.7%	Q1 2018
CRMSalesforce, Inc.	$6.12M	0.22%	0.00%	-8.2%	Q1 2018

Q3 2025Reported Nov 4, 2025397 positions
NVDANvidia Corp	$142M	5.43%	0.00%	-1.4%	Q3 2017
AAPLApple Inc.	$102M	3.92%	0.00%	+2.5%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$98.4M	3.77%	Not reported	+1.2%	Q2 2018
MSFTMicrosoft Corp	$85M	3.26%	0.00%	+1.8%	Q4 2016
XOMExxonMobil Holdings Corp	$77.5M	2.97%	0.02%	-4.3%	Q4 2016
AMZNAmazon Com Inc	$73M	2.80%	0.00%	+2.6%	Q4 2016
JPMJPMorgan Chase & Co	$61.7M	2.37%	0.01%	+0.7%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$61.3M	2.35%	Not reported	+0.2%	Q4 2016
AVGOBroadcom Inc.	$41.4M	1.59%	0.00%	+12.0%	Q3 2018
GOOGLAlphabet Inc.	$38.3M	1.47%	0.00%	+2.8%	Q1 2017
BRK.BBerkshire Hathaway Inc	$34.9M	1.34%	Not reported	-5.3%	Q4 2016
HOODRobinhood Markets, Inc.	$33.2M	1.27%	0.10%	+0.3%	Q4 2024
TSLATesla, Inc.	$27.7M	1.06%	0.00%	-1.5%	Q2 2017
GOOGAlphabet Inc.	$25M	0.96%	Not reported	+4.0%	Q2 2017
METAMeta Platforms, Inc.	$23.1M	0.89%	Not reported	-9.1%	Q4 2016
GLDSPDR Gold Trust	$22.6M	0.87%	0.02%	+34.9%	Q1 2018
PLTRPalantir Technologies Inc.	$22.3M	0.86%	0.01%	+58.2%	Q1 2021
SHOPShopify Inc.	$18.4M	0.70%	0.03%	+0.7%	Q1 2017
CATCaterpillar Inc	$18.1M	0.69%	0.01%	-8.3%	Q1 2017
ABBVAbbVie Inc.	$17.5M	0.67%	0.00%	-1.5%	Q1 2017
COSTCostco Wholesale Corp	$16.9M	0.65%	0.00%	-1.3%	Q1 2019
AERAerCap Holdings N.V.	$16.6M	0.64%	0.08%	0.0%	Q4 2022
WMTWalmart Inc.	$15.9M	0.61%	0.00%	+4.1%	Q1 2018
ISRGIntuitive Surgical Inc	$14.9M	0.57%	0.01%	+2.4%	Q3 2017
IBMInternational Business Machines Corp	$14.7M	0.56%	0.01%	+0.8%	Q4 2016
HDHome Depot, Inc.	$14.6M	0.56%	0.00%	+1.9%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$14.4M	0.55%	0.00%	+90.8%	Q4 2021
ORCLOracle Corp	$14.3M	0.55%	0.00%	+6.6%	Q3 2020
RDDTReddit, Inc.	$13.7M	0.52%	Not reported	-7.5%	Q2 2024
CVXChevron Corp	$12.2M	0.47%	0.00%	+0.6%	Q4 2016
SYBTStock Yards Bancorp, Inc.	$10.5M	0.40%	0.51%	+3.7%	Q3 2021
JNJJohnson & Johnson	$9.88M	0.38%	0.00%	+22.4%	Q4 2016
KLACKla Corp	$9.63M	0.37%	0.01%	+0.5%	Q3 2019
VVisa Inc.	$9.49M	0.36%	0.00%	+7.2%	Q1 2017
RTXRTX Corp	$9.44M	0.36%	0.00%	-4.4%	Q3 2020
NFLXNetflix Inc	$9.17M	0.35%	0.00%	+7.7%	Q1 2017
MAMastercard Inc	$9.05M	0.35%	0.00%	+20.8%	Q4 2016
UNPUnion Pacific Corp	$8.85M	0.34%	0.01%	+2.8%	Q1 2019
LLYELI LILLY & Co	$8.49M	0.33%	0.00%	+10.3%	Q2 2019
PGPROCTER & GAMBLE Co	$8.49M	0.33%	0.00%	-1.3%	Q4 2016
SLViShares Silver Trust	$8.09M	0.31%	0.04%	-0.5%	Q2 2019
PEPPepsico Inc	$7.75M	0.30%	0.00%	-1.8%	Q4 2016
DEDeere & Co	$7.4M	0.28%	0.01%	+14.7%	Q4 2016
GEGeneral Electric Co	$7.4M	0.28%	0.00%	+5.2%	Q3 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$6.73M	0.26%	Not reported	-31.8%	Q4 2016
PANWPalo Alto Networks Inc	$6.71M	0.26%	0.00%	+1.2%	Q1 2019
CRWDCrowdStrike Holdings, Inc.	$6.68M	0.26%	0.01%	-14.9%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$6.19M	0.24%	Not reported	+2.0%	Q2 2019
MAINMain Street Capital CORP	$6.19M	0.24%	0.11%	-2.7%	Q3 2021
MRKMerck & Co., Inc.	$6.17M	0.24%	0.00%	+3.1%	Q1 2019

Q2 2025Reported Aug 8, 2025380 positions
NVDANvidia Corp	$122M	5.20%	0.00%	Not reported	Q3 2017
QQQInvesco QQQ Trust, Series 1	$89.4M	3.82%	Not reported	Not reported	Q2 2018
AAPLApple Inc.	$80.4M	3.43%	0.00%	Not reported	Q4 2016
MSFTMicrosoft Corp	$80.2M	3.42%	0.00%	Not reported	Q4 2016
XOMExxonMobil Holdings Corp	$77.4M	3.30%	0.02%	Not reported	Q4 2016
AMZNAmazon Com Inc	$71.1M	3.04%	0.00%	Not reported	Q4 2016
SPYSPDR S&P 500 ETF Trust	$56.8M	2.42%	Not reported	Not reported	Q4 2016
JPMJPMorgan Chase & Co	$56.4M	2.41%	0.01%	Not reported	Q4 2016
BRK.BBerkshire Hathaway Inc	$35.6M	1.52%	Not reported	Not reported	Q4 2016
AVGOBroadcom Inc.	$30.9M	1.32%	0.00%	Not reported	Q3 2018
GOOGLAlphabet Inc.	$27M	1.15%	0.00%	Not reported	Q1 2017
METAMeta Platforms, Inc.	$25.6M	1.09%	Not reported	Not reported	Q4 2016
HOODRobinhood Markets, Inc.	$21.7M	0.93%	0.10%	Not reported	Q4 2024
TSLATesla, Inc.	$20.1M	0.86%	0.00%	Not reported	Q2 2017
COSTCostco Wholesale Corp	$18.3M	0.78%	0.00%	Not reported	Q1 2019
ISRGIntuitive Surgical Inc	$17.7M	0.76%	0.01%	Not reported	Q3 2017
GOOGAlphabet Inc.	$17.5M	0.75%	Not reported	Not reported	Q2 2017
CATCaterpillar Inc	$16.1M	0.69%	0.01%	Not reported	Q1 2017
AERAerCap Holdings N.V.	$16M	0.68%	0.08%	Not reported	Q4 2022
IBMInternational Business Machines Corp	$15.2M	0.65%	0.01%	Not reported	Q4 2016
WMTWalmart Inc.	$14.5M	0.62%	0.00%	Not reported	Q1 2018
GLDSPDR Gold Trust	$14.4M	0.61%	0.01%	Not reported	Q1 2018
ABBVAbbVie Inc.	$14.2M	0.61%	0.00%	Not reported	Q1 2017
SHOPShopify Inc.	$14.2M	0.60%	0.03%	Not reported	Q1 2017
HDHome Depot, Inc.	$13M	0.55%	0.00%	Not reported	Q4 2016
AMDAdvanced Micro Devices Inc	$12.7M	0.54%	0.01%	Not reported	Q1 2017
CRWVCoreWeave, Inc.	$11.7M	0.50%	Not reported	New	Q2 2025
SYBTStock Yards Bancorp, Inc.	$11.4M	0.49%	0.49%	Not reported	Q3 2021
CVXChevron Corp	$11.2M	0.48%	0.00%	Not reported	Q4 2016
PLTRPalantir Technologies Inc.	$10.6M	0.45%	0.00%	Not reported	Q1 2021
ORCLOracle Corp	$10.4M	0.44%	0.00%	Not reported	Q3 2020
RDDTReddit, Inc.	$9.66M	0.41%	Not reported	Not reported	Q2 2024
NFLXNetflix Inc	$9.51M	0.41%	0.00%	Not reported	Q1 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$9.39M	0.40%	Not reported	Not reported	Q4 2016
VVisa Inc.	$9.2M	0.39%	0.00%	Not reported	Q1 2017
PGPROCTER & GAMBLE Co	$8.91M	0.38%	0.00%	Not reported	Q4 2016
RTXRTX Corp	$8.62M	0.37%	0.00%	Not reported	Q3 2020
UNPUnion Pacific Corp	$8.38M	0.36%	0.01%	Not reported	Q1 2019
CRWDCrowdStrike Holdings, Inc.	$8.16M	0.35%	0.01%	Not reported	Q4 2020
NOWServiceNow, Inc.	$7.96M	0.34%	0.00%	Not reported	Q2 2018
KLACKla Corp	$7.96M	0.34%	0.00%	Not reported	Q3 2019
LLYELI LILLY & Co	$7.87M	0.34%	0.00%	Not reported	Q2 2019
MRVLMarvell Technology, Inc.	$7.72M	0.33%	0.01%	Not reported	Q1 2022
PEPPepsico Inc	$7.42M	0.32%	0.00%	Not reported	Q4 2016
MAMastercard Inc	$7.4M	0.32%	0.00%	Not reported	Q4 2016
DEDeere & Co	$7.18M	0.31%	0.01%	Not reported	Q4 2016
PANWPalo Alto Networks Inc	$6.67M	0.28%	0.00%	Not reported	Q1 2019
JNJJohnson & Johnson	$6.66M	0.28%	0.00%	Not reported	Q4 2016
CRMSalesforce, Inc.	$6.47M	0.28%	0.00%	Not reported	Q1 2018
UNHUnitedhealth Group Inc	$6.3M	0.27%	0.00%	Not reported	Q4 2016

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