2026 Q1 Portfolio Activity
In 2026 Q1, Meridian Wealth Management, LLC maintained a portfolio of 834 distinct positions. The most significant new addition was ADVISORS INNER CIRCLE FD III, now representing 0.08% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 606.3%. Conversely, Meridian Wealth Management, LLC completely exited their position in NVIDIA CORPORATION.
Position History
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Total Positions
834
Quarter
2026 Q1
Top Holding
NVDA (4.8%)
Top 10 Concentration
28.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 834
Meridian Wealth Management, LLC Full Holdings List — 2026 Q1
| 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 | 4.82% | 5.27% |
#1
Prev: #1
|
4.4 |
—
|
-15,131 | -1.9% |
P
S
|
786,947 | $137,243,623 |
$139.05
+59.9%
|
2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | ||
|
XOM
EXXON MOBIL COR...
|
Energy | 4.08% | 2.87% |
#2
4
Prev: #6
|
3.6 |
—
|
8,028 | 1.2% |
P
S
|
684,549 | $116,140,515 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AAPL
APPLE INC
|
Technology | 3.77% | 4.10% |
#3
1
Prev: #2
|
3.0 |
—
|
-6,260 | -1.5% |
P
S
|
422,545 | $107,237,798 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.39% | 3.51% |
#4
1
Prev: #3
|
2.4 |
—
|
4,600 | 2.8% |
P
S
|
167,058 | $96,422,603 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.68% | 3.12% |
#5
1
Prev: #4
|
2.1 |
—
|
-17,138 | -4.5% |
P
S
|
366,672 | $76,366,730 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.30% | 2.29% |
#6
2
Prev: #8
|
2.9 |
—
|
5,616 | 5.9% |
P
S
|
100,803 | $65,555,934 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.20% | 2.91% |
#7
2
Prev: #5
|
1.4 |
—
|
-1,668 | -1.0% |
P
S
|
169,280 | $62,662,342 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.02% | 2.33% |
#8
1
Prev: #7
|
1.3 |
—
|
-10,917 | -5.2% |
P
S
|
200,519 | $57,661,217 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.99% | 2.23% |
#9
Prev: #9
|
1.3 |
—
|
-3,850 | -2.0% |
P
S
|
193,088 | $56,798,777 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.44% | 1.62% |
#10
Prev: #10
|
1.1 |
—
|
208 | 0.2% |
P
S
|
132,838 | $41,114,624 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.32% | 1.46% |
#11
Prev: #11
|
1.0 |
—
|
2,873 | 4.6% |
P
S
|
65,645 | $37,557,512 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.29% | 1.01% |
#12
6
Prev: #18
|
2.5 |
—
|
12,679 | 17.4% |
P
S
|
85,389 | $36,741,822 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.28% | 1.27% |
#13
1
Prev: #12
|
2.5 |
—
|
4,477 | 6.2% |
P
S
|
76,222 | $36,525,431 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IVV
ISHARES TR
|
ETF | 1.04% | 1.10% |
#14
2
Prev: #16
|
0.9 |
—
|
-175 | -0.4% |
P
S
|
45,451 | $29,725,483 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.00% | 1.14% |
#15
2
Prev: #13
|
0.9 |
—
|
-1,161 | -1.7% |
P
S
|
65,289 | $28,614,133 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.97% | 1.11% |
#16
1
Prev: #15
|
0.9 |
—
|
-4,072 | -4.0% |
P
S
|
96,544 | $27,694,624 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 0.97% | 1.04% |
#17
Prev: #17
|
0.9 |
—
|
313 | 0.1% |
P
S
|
246,978 | $27,688,667 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.97% | 0.71% |
#18
9
Prev: #27
|
2.9 |
—
|
15,646 | 23.7% |
P
S
|
81,620 | $27,583,370 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.93% | 1.14% |
#19
5
Prev: #14
|
0.9 |
—
|
-820 | -1.1% |
P
S
|
71,195 | $26,466,579 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.91% | 0.87% |
#20
Prev: #20
|
0.9 |
—
|
3,069 | 2.4% |
P
S
|
132,533 | $25,994,795 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.90% | 0.98% |
#21
2
Prev: #19
|
0.9 |
—
|
22,271 | 2.6% |
P
S
|
876,273 | $25,525,822 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.82% | 0.73% |
#22
3
Prev: #25
|
0.8 |
—
|
-3,502 | -9.7% |
P
S
|
32,776 | $23,220,528 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SMTH
ALPS ETF TR
|
ETF | 0.77% | 0.76% |
#23
1
Prev: #24
|
0.8 |
—
|
23,052 | 2.8% |
P
S
|
855,270 | $22,027,475 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.76% | 0.65% |
#24
7
Prev: #31
|
2.3 |
—
|
8,923 | 5.4% |
P
S
|
173,985 | $21,618,357 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.72% | 0.71% |
#25
1
Prev: #26
|
0.8 |
—
|
5,639 | 2.1% |
P
S
|
277,700 | $20,449,831 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.69% | 0.66% |
#26
3
Prev: #29
|
2.3 |
—
|
2,973 | 10.0% |
P
S
|
32,764 | $19,578,199 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.67% | 0.84% |
#27
6
Prev: #21
|
0.8 |
—
|
-3,698 | -2.8% |
P
S
|
130,559 | $19,098,182 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AER
AERCAP HOLDINGS...
|
Industrials | 0.67% | 0.65% |
#28
2
Prev: #30
|
2.3 |
—
|
9,065 | 7.0% |
P
S
|
138,276 | $18,968,702 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.63% | 0.56% |
#29
5
Prev: #34
|
0.8 |
—
|
-347 | -1.9% |
P
S
|
18,063 | $17,998,325 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.62% | 0.64% |
#30
2
Prev: #32
|
0.7 |
—
|
484 | 0.9% |
P
S
|
55,047 | $17,659,772 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.58% | 0.60% |
#31
2
Prev: #33
|
0.7 |
—
|
1,206 | 1.6% |
P
S
|
76,404 | $16,617,150 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.58% | 0.55% |
#32
3
Prev: #35
|
0.7 |
—
|
2,176 | 2.9% |
P
S
|
75,953 | $16,500,771 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.57% | 0.47% |
#33
9
Prev: #42
|
2.7 |
—
|
17,000 | 27.1% |
P
S
|
79,803 | $16,234,253 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.57% | 0.07% |
#34
200
Prev: #234
|
3.2 |
—
|
41,211 | 606.3% |
P
S
|
48,008 | $16,219,008 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.56% | 0.42% |
#35
14
Prev: #49
|
0.7 |
—
|
-7 | -0.0% |
P
S
|
77,691 | $16,074,330 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.55% | 0.68% |
#36
8
Prev: #28
|
0.7 |
—
|
-143 | -0.4% |
P
S
|
33,870 | $15,613,825 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.52% | 0.78% |
#37
14
Prev: #23
|
0.7 |
—
|
-13,251 | -9.7% |
P
S
|
123,830 | $14,688,715 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.51% | 0.49% |
#38
3
Prev: #41
|
0.7 |
—
|
10,975 | 1.9% |
P
S
|
587,923 | $14,551,087 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.51% | 0.51% |
#39
Prev: #39
|
0.7 |
—
|
1,934 | 0.8% |
P
S
|
255,324 | $14,446,231 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IJH
ISHARES TR
|
ETF | 0.50% | 0.49% |
#40
Prev: #40
|
0.7 |
—
|
1,067 | 0.5% |
P
S
|
212,780 | $14,368,979 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
N/A
PUT
STATE STR SPDR ...
|
|
PUT Option | 0.50% | — |
#41
Prev: #—
|
3.7 |
—
|
31,500 | — |
NEW
|
31,500 | $14,212,485 | — | 13F Filing | 2026-03-31 | 2026-05-06 | ||
|
SLV
ISHARES SILVER ...
|
ETF | 0.49% | 0.41% |
#42
10
Prev: #52
|
2.2 |
—
|
23,690 | 13.0% |
P
S
|
205,248 | $13,985,599 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
KLAC
KLA CORP
|
Technology | 0.49% | 0.41% |
#43
10
Prev: #53
|
0.7 |
—
|
-122 | -1.3% |
P
S
|
9,456 | $13,923,813 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.48% | 0.53% |
#44
7
Prev: #37
|
0.7 |
—
|
-6,942 | -3.7% |
P
S
|
180,158 | $13,789,279 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.48% | 0.39% |
#45
10
Prev: #55
|
2.2 |
—
|
3,448 | 6.5% |
P
S
|
56,350 | $13,765,611 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.48% | 0.46% |
#46
1
Prev: #45
|
0.7 |
—
|
4,285 | 2.3% |
P
S
|
193,078 | $13,550,200 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IEFA
ISHARES TR
|
ETF | 0.47% | 0.43% |
#47
1
Prev: #48
|
2.2 |
—
|
12,351 | 9.1% |
P
S
|
148,237 | $13,419,910 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.47% | 0.46% |
#48
4
Prev: #44
|
0.7 |
—
|
8,596 | 2.2% |
P
S
|
392,738 | $13,262,762 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.46% | 0.55% |
#49
13
Prev: #36
|
0.7 |
—
|
1,150 | 2.2% |
P
S
|
53,785 | $13,050,336 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.45% | 0.52% |
#50
12
Prev: #38
|
0.7 |
—
|
18 | 0.1% |
P
S
|
13,836 | $12,725,746 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-50 of 834 holdings