Filed: 2/6/2025ACC: 0001697300-25-000002
📋 What this filing means
MERIDIAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 625 equity positions with a total reported market value of $2.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
625
Positions
$2.11B
Total AUM (reported)
24.51M
Total Shares
Allocation by class
COM$938.31M44.4%
UNIT SER 1$81.15M3.8%
CL A$66.26M3.1%
TR UNIT$54.79M2.6%
COM NEW$35.17M1.7%
CL B NEW$32.87M1.6%
CORE S&P500 ETF$30.38M1.4%
Portfolio Concentration
Top 3$279.34M13.2%
4–10$385.52M18.2%
11–25$281.47M13.3%
Rest$1.17B55.2%
Top 3 weight
13.2%
Top 10 weight
31.5%
Voting Authority Distribution
Total shares with voting rights: 24.51M
Sole
Full voting authority
8.17M
shares
% of voting shares33.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.34M
shares
% of voting shares66.7%
Investment Discretion (by position count)
Sole625
Shared0
Other0
Dominant voting typeNone · 66.7% of voting shares
Institutional Holdings625
Rows:
NVIDIA CORPORATION
SOLEShares807.63K
TypeSH
Market value$108.46M
5.13%
Sole
146.14K
Shared
0.00
None
661.49K
APPLE INC
SOLEShares358.30K
TypeSH
Market value$89.73M
4.24%
Sole
69.16K
Shared
0.00
None
289.14K
INVESCO QQQ TR
SOLEShares158.74K
TypeSH
Market value$81.15M
3.84%
Sole
17.82K
Shared
0.00
None
140.92K
EXXON MOBIL CORP
SOLEShares719.19K
TypeSH
Market value$77.36M
3.66%
Sole
66.53K
Shared
0.00
None
652.66K
MICROSOFT CORP
SOLEShares173.76K
TypeSH
Market value$73.24M
3.46%
Sole
31.16K
Shared
0.00
None
142.61K
AMAZON COM INC
SOLEShares320.87K
TypeSH
Market value$70.39M
3.33%
Sole
36.33K
Shared
0.00
None
284.53K
SPDR S&P 500 ETF TR
SOLEShares93.48K
TypeSH
Market value$54.79M
2.59%
Sole
18.70K
Shared
0.00
None
74.78K
JPMORGAN CHASE & CO.
SOLEShares193.91K
TypeSH
Market value$46.48M
2.20%
Sole
15.79K
Shared
0.00
None
178.12K
BERKSHIRE HATHAWAY INC DEL
SOLEShares72.52K
TypeSH
Market value$32.87M
1.56%
Sole
9.71K
Shared
0.00
None
62.82K
ISHARES TR
SOLEShares51.61K
TypeSH
Market value$30.38M
1.44%
Sole
31.13K
Shared
0.00
None
20.49K
ALPHABET INC
SOLEShares145.59K
TypeSH
Market value$27.56M
1.30%
Sole
28.14K
Shared
0.00
None
117.45K
SCHWAB STRATEGIC TR
SOLEShares967.14K
TypeSH
Market value$26.95M
1.28%
Sole
569.03K
Shared
0.00
None
398.11K
VANGUARD BD INDEX FDS
SOLEShares358.85K
TypeSH
Market value$25.80M
1.22%
Sole
91.89K
Shared
0.00
None
266.96K
VANGUARD INDEX FDS
SOLEShares56.04K
TypeSH
Market value$22.98M
1.09%
Sole
45.17K
Shared
0.00
None
10.87K
VANGUARD INDEX FDS
SOLEShares112.57K
TypeSH
Market value$19.05M
0.90%
Sole
88.87K
Shared
0.00
None
23.71K
META PLATFORMS INC
SOLEShares30.97K
TypeSH
Market value$18.13M
0.86%
Sole
7.62K
Shared
0.00
None
23.35K
ALPHABET INC
SOLEShares93.47K
TypeSH
Market value$17.80M
0.84%
Sole
17.81K
Shared
0.00
None
75.65K
COSTCO WHSL CORP NEW
SOLEShares18.77K
TypeSH
Market value$17.20M
0.81%
Sole
4.99K
Shared
0.00
None
13.78K
BROADCOM INC
SOLEShares72.61K
TypeSH
Market value$16.83M
0.80%
Sole
17.72K
Shared
0.00
None
54.90K
VANECK ETF TRUST
SOLEShares68.99K
TypeSH
Market value$16.71M
0.79%
Sole
1.25K
Shared
0.00
None
67.73K
VANGUARD INDEX FDS
SOLEShares29.21K
TypeSH
Market value$15.74M
0.74%
Sole
5.31K
Shared
0.00
None
23.90K
UNITEDHEALTH GROUP INC
SOLEShares29.81K
TypeSH
Market value$15.08M
0.71%
Sole
5.51K
Shared
0.00
None
24.30K
INTUITIVE SURGICAL INC
SOLEShares27.43K
TypeSH
Market value$14.32M
0.68%
Sole
545.00
Shared
0.00
None
26.88K
WALMART INC
SOLEShares151.23K
TypeSH
Market value$13.68M
0.65%
Sole
21.43K
Shared
0.00
None
129.79K
TESLA INC
SOLEShares33.77K
TypeSH
Market value$13.64M
0.65%
Sole
8.79K
Shared
0.00
None
24.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 807.63K | SH | $108.46M 5.13% | 146.14K | 0.00 | 661.49K |
APPLE INCSOLE | COM | 358.30K | SH | $89.73M 4.24% | 69.16K | 0.00 | 289.14K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 158.74K | SH | $81.15M 3.84% | 17.82K | 0.00 | 140.92K |
EXXON MOBIL CORPSOLE | COM | 719.19K | SH | $77.36M 3.66% | 66.53K | 0.00 | 652.66K |
MICROSOFT CORPSOLE | COM | 173.76K | SH | $73.24M 3.46% | 31.16K | 0.00 | 142.61K |
AMAZON COM INCSOLE | COM | 320.87K | SH | $70.39M 3.33% | 36.33K | 0.00 | 284.53K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 93.48K | SH | $54.79M 2.59% | 18.70K | 0.00 | 74.78K |
JPMORGAN CHASE & CO.SOLE | COM | 193.91K | SH | $46.48M 2.20% | 15.79K | 0.00 | 178.12K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 72.52K | SH | $32.87M 1.56% | 9.71K | 0.00 | 62.82K |
ISHARES TRSOLE | CORE S&P500 ETF | 51.61K | SH | $30.38M 1.44% | 31.13K | 0.00 | 20.49K |
ALPHABET INCSOLE | CAP STK CL A | 145.59K | SH | $27.56M 1.30% | 28.14K | 0.00 | 117.45K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 967.14K | SH | $26.95M 1.28% | 569.03K | 0.00 | 398.11K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 358.85K | SH | $25.80M 1.22% | 91.89K | 0.00 | 266.96K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 56.04K | SH | $22.98M 1.09% | 45.17K | 0.00 | 10.87K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 112.57K | SH | $19.05M 0.90% | 88.87K | 0.00 | 23.71K |
META PLATFORMS INCSOLE | CL A | 30.97K | SH | $18.13M 0.86% | 7.62K | 0.00 | 23.35K |
ALPHABET INCSOLE | CAP STK CL C | 93.47K | SH | $17.80M 0.84% | 17.81K | 0.00 | 75.65K |
COSTCO WHSL CORP NEWSOLE | COM | 18.77K | SH | $17.20M 0.81% | 4.99K | 0.00 | 13.78K |
BROADCOM INCSOLE | COM | 72.61K | SH | $16.83M 0.80% | 17.72K | 0.00 | 54.90K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 68.99K | SH | $16.71M 0.79% | 1.25K | 0.00 | 67.73K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 29.21K | SH | $15.74M 0.74% | 5.31K | 0.00 | 23.90K |
UNITEDHEALTH GROUP INCSOLE | COM | 29.81K | SH | $15.08M 0.71% | 5.51K | 0.00 | 24.30K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 27.43K | SH | $14.32M 0.68% | 545.00 | 0.00 | 26.88K |
WALMART INCSOLE | COM | 151.23K | SH | $13.68M 0.65% | 21.43K | 0.00 | 129.79K |
TESLA INCSOLE | COM | 33.77K | SH | $13.64M 0.65% | 8.79K | 0.00 | 24.98K |
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