2026 Q2 Portfolio Activity
In 2026 Q2, Meridian Wealth Management, LLC maintained a portfolio of 881 distinct positions. The most significant new addition was INVESCO EXCHANGE TRADED FD T, now representing 0.28% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 121362.0%. Conversely, Meridian Wealth Management, LLC completely exited their position in NVIDIA CORPORATION.
Position History
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Total Positions
881
Quarter
2026 Q2
Top Holding
NVDA (4.5%)
Top 10 Concentration
27.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 881
Meridian Wealth Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.49% | 4.82% |
#1
Prev: #1
|
4.3 |
—
|
-58,175 | -7.4% |
P
S
|
728,772 | $145,820,071 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.86% | 3.39% |
#2
2
Prev: #4
|
3.5 |
—
|
2,959 | 1.8% |
P
S
|
170,017 | $125,200,569 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AAPL
APPLE INC
|
Technology | 3.78% | 3.77% |
#3
Prev: #3
|
3.0 |
—
|
1,850 | 0.4% |
P
S
|
424,395 | $122,803,029 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.72% | 4.08% |
#4
2
Prev: #2
|
2.1 |
—
|
-38,913 | -5.7% |
P
S
|
645,636 | $88,271,384 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.59% | 2.68% |
#5
Prev: #5
|
2.0 |
—
|
-14,200 | -3.9% |
P
S
|
352,472 | $84,008,152 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.35% | 2.30% |
#6
Prev: #6
|
1.4 |
—
|
1,543 | 1.5% |
P
S
|
102,346 | $76,429,227 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.14% | 2.02% |
#7
1
Prev: #8
|
1.4 |
—
|
-6,313 | -3.1% |
P
S
|
194,206 | $69,403,250 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.97% | 1.99% |
#8
1
Prev: #9
|
1.3 |
—
|
2,528 | 1.3% |
P
S
|
195,616 | $64,031,017 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.91% | 2.20% |
#9
2
Prev: #7
|
1.3 |
—
|
-2,807 | -1.7% |
P
S
|
166,473 | $62,097,924 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.65% | 0.57% |
#10
24
Prev: #34
|
1.2 |
—
|
-1,500 | -3.1% |
P
S
|
46,508 | $53,683,180 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.59% | 1.44% |
#11
1
Prev: #10
|
1.1 |
—
|
3,671 | 2.8% |
P
S
|
136,509 | $51,566,186 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.39% | 0.57% |
#12
21
Prev: #33
|
1.1 |
—
|
-2,268 | -2.8% |
P
S
|
77,535 | $45,041,146 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.28% | 0.97% |
#13
5
Prev: #18
|
2.5 |
—
|
5,394 | 6.6% |
P
S
|
87,014 | $41,555,433 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.15% | 1.28% |
#14
1
Prev: #13
|
1.0 |
—
|
-1,708 | -2.2% |
P
S
|
74,514 | $37,286,256 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.09% | 0.82% |
#15
7
Prev: #22
|
0.9 |
—
|
363 | 1.1% |
P
S
|
33,139 | $35,290,083 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.08% | 1.00% |
#16
1
Prev: #15
|
3.4 |
—
|
333,995 | 511.6% |
P
S
|
399,284 | $35,177,634 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 1.06% | 0.97% |
#17
Prev: #17
|
0.9 |
—
|
-33,268 | -13.5% |
P
S
|
213,710 | $34,522,695 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.05% | 0.97% |
#18
2
Prev: #16
|
0.9 |
—
|
286 | 0.3% |
P
S
|
96,830 | $34,213,088 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IVV
ISHARES TR
|
ETF | 1.04% | 1.04% |
#19
5
Prev: #14
|
0.9 |
—
|
-388 | -0.9% |
P
S
|
45,063 | $33,697,358 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.00% | 1.32% |
#20
9
Prev: #11
|
0.9 |
—
|
-8,185 | -12.5% |
P
S
|
57,460 | $32,366,480 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.94% | 0.91% |
#21
1
Prev: #20
|
2.4 |
—
|
8,133 | 6.1% |
P
S
|
140,666 | $30,594,583 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.93% | 0.93% |
#22
3
Prev: #19
|
0.9 |
—
|
483 | 0.7% |
P
S
|
71,678 | $30,147,567 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.93% | 0.90% |
#23
2
Prev: #21
|
0.9 |
—
|
13,130 | 1.5% |
P
S
|
889,403 | $30,097,395 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AER
AERCAP HOLDINGS...
|
Industrials | 0.82% | 0.67% |
#24
4
Prev: #28
|
2.8 |
—
|
45,298 | 32.8% |
P
S
|
183,574 | $26,761,418 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SMTH
ALPS ETF TR
|
ETF | 0.73% | 0.77% |
#25
2
Prev: #23
|
2.3 |
—
|
68,355 | 8.0% |
P
S
|
923,625 | $23,774,102 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.69% | 1.29% |
#26
14
Prev: #12
|
0.3 |
—
|
-24,909 | -29.2% |
P
S
|
60,480 | $22,279,589 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.68% | 0.69% |
#27
1
Prev: #26
|
0.8 |
—
|
-439 | -1.3% |
P
S
|
32,325 | $22,201,092 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.66% | 0.72% |
#28
3
Prev: #25
|
2.3 |
—
|
14,241 | 5.1% |
P
S
|
291,941 | $21,431,388 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.64% | 0.62% |
#29
1
Prev: #30
|
0.8 |
—
|
1,029 | 1.9% |
P
S
|
56,076 | $20,750,445 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.60% | 0.58% |
#30
1
Prev: #31
|
0.7 |
—
|
954 | 1.2% |
P
S
|
77,358 | $19,466,407 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.58% | 0.58% |
#31
1
Prev: #32
|
0.7 |
—
|
1,983 | 2.6% |
P
S
|
77,936 | $18,937,749 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.56% | 0.45% |
#32
18
Prev: #50
|
2.2 |
—
|
1,194 | 8.6% |
P
S
|
15,030 | $18,027,783 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.55% | 0.76% |
#33
9
Prev: #24
|
0.7 |
—
|
-16,230 | -9.3% |
P
S
|
157,755 | $17,867,059 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SOXX
ISHARES TR
|
ETF | 0.53% | 0.33% |
#34
27
Prev: #61
|
0.7 |
—
|
-2,035 | -7.1% |
P
S
|
26,698 | $17,106,748 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.52% | 0.63% |
#35
6
Prev: #29
|
0.7 |
—
|
114 | 0.6% |
P
S
|
18,177 | $17,003,912 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IEFA
ISHARES TR
|
ETF | 0.51% | 0.47% |
#36
11
Prev: #47
|
2.2 |
—
|
24,686 | 16.7% |
P
S
|
172,923 | $16,700,910 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.51% | 0.51% |
#37
1
Prev: #38
|
0.7 |
—
|
4,667 | 0.8% |
P
S
|
592,590 | $16,414,753 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IJH
ISHARES TR
|
ETF | 0.49% | 0.50% |
#38
2
Prev: #40
|
0.7 |
—
|
-5,977 | -2.8% |
P
S
|
206,803 | $15,943,651 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.48% | 0.51% |
#39
Prev: #39
|
0.7 |
—
|
372 | 0.1% |
P
S
|
255,696 | $15,543,780 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.47% | 0.48% |
#40
4
Prev: #44
|
0.7 |
—
|
-5,354 | -3.0% |
P
S
|
174,804 | $15,361,749 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.47% | 0.46% |
#41
8
Prev: #49
|
0.7 |
—
|
761 | 1.4% |
P
S
|
54,546 | $15,343,849 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.46% | 0.48% |
#42
4
Prev: #46
|
0.7 |
—
|
2,792 | 1.4% |
P
S
|
195,870 | $14,844,985 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.45% | 0.47% |
#43
5
Prev: #48
|
0.7 |
—
|
10,278 | 2.6% |
P
S
|
403,016 | $14,722,174 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.42% | 0.41% |
#44
9
Prev: #53
|
0.7 |
—
|
642 | 0.1% |
P
S
|
471,477 | $13,653,964 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.42% | 0.48% |
#45
Prev: #45
|
0.7 |
—
|
-2,763 | -4.9% |
P
S
|
53,587 | $13,598,462 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.41% | 0.40% |
#46
8
Prev: #54
|
2.2 |
—
|
3,176 | 9.1% |
P
S
|
38,157 | $13,457,197 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
XSMO
INVESCO EXCHANG...
|
Bond/Debt | 0.41% | 0.39% |
#47
8
Prev: #55
|
0.7 |
—
|
-4,743 | -3.2% |
P
S
|
142,592 | $13,350,875 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IDMO
INVESCO EXCH TR...
|
Bond/Debt | 0.41% | 0.31% |
#48
17
Prev: #65
|
2.7 |
—
|
57,902 | 35.6% |
P
S
|
220,360 | $13,285,510 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.39% | 0.22% |
#49
46
Prev: #95
|
0.7 |
—
|
-1,318 | -3.4% |
P
S
|
37,279 | $12,712,919 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.38% | 0.56% |
#50
15
Prev: #35
|
0.7 |
—
|
-2,517 | -3.2% |
P
S
|
75,174 | $12,460,868 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 881 holdings