Meridian Wealth Management, LLC
Long book
$2.82B
Q1 2026
Positions
762
Top-10 weight
29%
concentration
Last quarter
+13.6%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsMeridian Wealth Management, LLC is an institutional manager, running a $2.82B US long book across 762 positions.
The portfolio is moderately concentrated (top 10 ≈ 29% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, EXXON MOBIL CORP, APPLE INC, INVESCO QQQ TRUST SERIES 1, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.0%
Q2 2024
+4.7%
Q3 2024
+1.9%
Q4 2024
-3.7%
Q1 2025
+10.7%
Q2 2025
+8.8%
Q3 2025
+2.5%
Q4 2025
-2.8%
Q1 2026
+13.6%
Sector allocation
Technology 42%
Consumer discretionary 11%
Financials 10%
Industrials 10%
Energy 9%
Healthcare 7%
Services media 4%
Other 3%
Long book by quarter
What does Meridian Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 786.9K | $137.2M | 4.9% | -1.9% |
| XOM EXXON MOBIL CORP | Energy | 684.5K | $116.1M | 4.1% | +1.2% |
| AAPL APPLE INC | Technology | 422.5K | $107.2M | 3.8% | -1.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 366.7K | $76.4M | 2.7% | -4.5% |
| MSFT MICROSOFT CORP | Technology | 169.3K | $62.7M | 2.2% | -1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 200.5K | $57.7M | 2.0% | -5.2% |
| JPM JPMORGAN CHASE & CO | Financials | 193.1K | $56.8M | 2.0% | -2.0% |
| AVGO BROADCOM INC | Technology | 132.8K | $41.1M | 1.5% | +0.2% |
| META META PLATFORMS INC-CLASS A | Technology | 65.6K | $37.6M | 1.3% | +4.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 76.2K | $36.5M | 1.3% | +6.2% |
| GOOG ALPHABET INC-CL C | Technology | 96.5K | $27.7M | 1.0% | -4.0% |
| TSLA TESLA INC | Industrials | 71.2K | $26.5M | 0.9% | -1.1% |
| CAT CATERPILLAR INC | Industrials | 32.8K | $23.2M | 0.8% | -9.7% |
| WMT WALMART INC | Consumer discretionary | 174.0K | $21.6M | 0.8% | +5.4% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 130.6K | $19.1M | 0.7% | -2.8% |
| AER AERCAP HOLDINGS NV | Services media | 138.3K | $19.0M | 0.7% | +7.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 18.1K | $18.0M | 0.6% | -1.9% |
| ABBV ABBVIE INC | Healthcare | 76.4K | $16.6M | 0.6% | +1.6% |
| AMD ADVANCED MICRO DEVICES | Technology | 79.8K | $16.2M | 0.6% | +27.1% |
| MU MICRON TECHNOLOGY INC | Technology | 48.0K | $16.2M | 0.6% | +606.3% |
| CVX CHEVRON CORP | Energy | 77.7K | $16.1M | 0.6% | 0.0% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 33.9K | $15.6M | 0.6% | -0.4% |
| SHOP SHOPIFY INC - CLASS A | Technology | 123.8K | $14.7M | 0.5% | -9.7% |
| KLAC KLA CORP | Other | 9.5K | $13.9M | 0.5% | -1.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 56.4K | $13.8M | 0.5% | +6.5% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 53.8K | $13.1M | 0.5% | +2.2% |
| LLY ELI LILLY & CO | Healthcare | 13.8K | $12.7M | 0.5% | +0.1% |
| HD HOME DEPOT INC | Consumer discretionary | 35.0K | $11.5M | 0.4% | -4.7% |
| RTX RTX CORP | Industrials | 54.7K | $10.5M | 0.4% | -1.8% |
| SYBT STOCK YARDS BANCORP INC | Financials | 150.0K | $9.9M | 0.4% | Held |
| V VISA INC-CLASS A SHARES | Services media | 29.9K | $9.0M | 0.3% | -2.7% |
| PEP PEPSICO INC | Consumer staples | 56.0K | $8.7M | 0.3% | -0.4% |
| MRK MERCK & CO. INC. | Healthcare | 71.7K | $8.6M | 0.3% | -1.5% |
| MA MASTERCARD INC - A | Services media | 16.8K | $8.4M | 0.3% | -2.5% |
| PG PROCTER & GAMBLE CO/THE | Other | 57.4K | $8.3M | 0.3% | +0.2% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 6.2K | $8.2M | 0.3% | +25.8% |
| ORCL ORACLE CORP | Technology | 55.3K | $8.1M | 0.3% | -8.6% |
| NFLX NETFLIX INC | Services media | 79.4K | $7.6M | 0.3% | -8.6% |
| UNP UNION PACIFIC CORP | Industrials | 31.0K | $7.5M | 0.3% | +5.0% |
| DE DEERE & CO | Industrials | 13.0K | $7.3M | 0.3% | -2.5% |
| KMI KINDER MORGAN INC | Utilities | 208.1K | $7.0M | 0.2% | +4.6% |
| GE GENERAL ELECTRIC | Industrials | 24.4K | $6.9M | 0.2% | -3.3% |
| GEV GE VERNOVA INC | Industrials | 7.1K | $6.2M | 0.2% | +2.8% |
| PANW PALO ALTO NETWORKS INC | Technology | 38.6K | $6.2M | 0.2% | +8.8% |
| ANET ARISTA NETWORKS INC | Technology | 49.1K | $6.0M | 0.2% | +3.6% |
| GILD GILEAD SCIENCES INC | Healthcare | 41.7K | $5.8M | 0.2% | -0.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 782 | $2.82B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 4, 2026 | 771 | $2.84B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 707 | $2.61B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 670 | $2.34B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 621 | $2.07B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 625 | $2.11B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 627 | $2.03B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 290 | $836.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 25, 2024 | 199 | $600.7M | canonical | SEC ↗ |
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