Filed: 5/12/2025ACC: 0001697300-25-000004
📋 What this filing means
MERIDIAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 620 equity positions with a total reported market value of $2.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
620
Positions
$2.07B
Total AUM (reported)
24.82M
Total Shares
Allocation by class
COM$906.78M43.9%
UNIT SER 1$74.23M3.6%
CL A$61.83M3.0%
TR UNIT$53.09M2.6%
CL B NEW$39.13M1.9%
COM NEW$38.43M1.9%
TOTAL BND MRKT$32.10M1.6%
Portfolio Concentration
Top 3$260.29M12.6%
4–10$368.61M17.8%
11–25$270.22M13.1%
Rest$1.17B56.5%
Top 3 weight
12.6%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 24.82M
Sole
Full voting authority
8.15M
shares
% of voting shares32.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.66M
shares
% of voting shares67.1%
Investment Discretion (by position count)
Sole620
Shared0
Other0
Dominant voting typeNone · 67.1% of voting shares
Institutional Holdings620
Rows:
NVIDIA CORPORATION
SOLEShares812.64K
TypeSH
Market value$88.07M
4.26%
Sole
153.24K
Shared
0.00
None
659.40K
APPLE INC
SOLEShares391.53K
TypeSH
Market value$86.97M
4.21%
Sole
74.47K
Shared
0.00
None
317.07K
EXXON MOBIL CORP
SOLEShares716.77K
TypeSH
Market value$85.25M
4.13%
Sole
69.35K
Shared
0.00
None
647.42K
INVESCO QQQ TR
SOLEShares158.30K
TypeSH
Market value$74.23M
3.59%
Sole
15.19K
Shared
0.00
None
143.11K
AMAZON COM INC
SOLEShares325.66K
TypeSH
Market value$61.96M
3.00%
Sole
41.50K
Shared
0.00
None
284.16K
MICROSOFT CORP
SOLEShares161.31K
TypeSH
Market value$60.56M
2.93%
Sole
31.59K
Shared
0.00
None
129.72K
SPDR S&P 500 ETF TR
SOLEShares94.91K
TypeSH
Market value$53.09M
2.57%
Sole
18.98K
Shared
0.00
None
75.93K
JPMORGAN CHASE & CO.
SOLEShares193.80K
TypeSH
Market value$47.54M
2.30%
Sole
16.35K
Shared
0.00
None
177.45K
BERKSHIRE HATHAWAY INC DEL
SOLEShares73.48K
TypeSH
Market value$39.13M
1.89%
Sole
9.81K
Shared
0.00
None
63.67K
VANGUARD BD INDEX FDS
SOLEShares436.99K
TypeSH
Market value$32.10M
1.55%
Sole
109.56K
Shared
0.00
None
327.44K
ISHARES TR
SOLEShares48.35K
TypeSH
Market value$27.17M
1.32%
Sole
29.35K
Shared
0.00
None
19K
ALPHABET INC
SOLEShares148.86K
TypeSH
Market value$23.02M
1.11%
Sole
29.43K
Shared
0.00
None
119.43K
SCHWAB STRATEGIC TR
SOLEShares896.33K
TypeSH
Market value$22.44M
1.09%
Sole
478.96K
Shared
0.00
None
417.36K
VANGUARD INDEX FDS
SOLEShares57.99K
TypeSH
Market value$21.49M
1.04%
Sole
46.99K
Shared
0.00
None
11K
VANGUARD INDEX FDS
SOLEShares117.06K
TypeSH
Market value$20.22M
0.98%
Sole
94.56K
Shared
0.00
None
22.50K
META PLATFORMS INC
SOLEShares32.52K
TypeSH
Market value$18.74M
0.91%
Sole
8.50K
Shared
0.00
None
24.02K
COSTCO WHSL CORP NEW
SOLEShares18.06K
TypeSH
Market value$17.08M
0.83%
Sole
4.68K
Shared
0.00
None
13.39K
ABBVIE INC
SOLEShares77.82K
TypeSH
Market value$16.30M
0.79%
Sole
11.24K
Shared
0.00
None
66.58K
INTUITIVE SURGICAL INC
SOLEShares32.42K
TypeSH
Market value$16.06M
0.78%
Sole
554.00
Shared
0.00
None
31.86K
UNITEDHEALTH GROUP INC
SOLEShares29.68K
TypeSH
Market value$15.55M
0.75%
Sole
5.28K
Shared
0.00
None
24.41K
ALPHABET INC
SOLEShares96.83K
TypeSH
Market value$15.13M
0.73%
Sole
19.74K
Shared
0.00
None
77.09K
VANGUARD INDEX FDS
SOLEShares28.41K
TypeSH
Market value$14.60M
0.71%
Sole
5.63K
Shared
0.00
None
22.77K
VANECK ETF TRUST
SOLEShares67.74K
TypeSH
Market value$14.32M
0.69%
Sole
1.47K
Shared
0.00
None
66.27K
WALMART INC
SOLEShares160.07K
TypeSH
Market value$14.07M
0.68%
Sole
27.38K
Shared
0.00
None
132.70K
SPDR GOLD TR
SOLEShares48.68K
TypeSH
Market value$14.03M
0.68%
Sole
2.65K
Shared
0.00
None
46.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 812.64K | SH | $88.07M 4.26% | 153.24K | 0.00 | 659.40K |
APPLE INCSOLE | COM | 391.53K | SH | $86.97M 4.21% | 74.47K | 0.00 | 317.07K |
EXXON MOBIL CORPSOLE | COM | 716.77K | SH | $85.25M 4.13% | 69.35K | 0.00 | 647.42K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 158.30K | SH | $74.23M 3.59% | 15.19K | 0.00 | 143.11K |
AMAZON COM INCSOLE | COM | 325.66K | SH | $61.96M 3.00% | 41.50K | 0.00 | 284.16K |
MICROSOFT CORPSOLE | COM | 161.31K | SH | $60.56M 2.93% | 31.59K | 0.00 | 129.72K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 94.91K | SH | $53.09M 2.57% | 18.98K | 0.00 | 75.93K |
JPMORGAN CHASE & CO.SOLE | COM | 193.80K | SH | $47.54M 2.30% | 16.35K | 0.00 | 177.45K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.48K | SH | $39.13M 1.89% | 9.81K | 0.00 | 63.67K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 436.99K | SH | $32.10M 1.55% | 109.56K | 0.00 | 327.44K |
ISHARES TRSOLE | CORE S&P500 ETF | 48.35K | SH | $27.17M 1.32% | 29.35K | 0.00 | 19K |
ALPHABET INCSOLE | CAP STK CL A | 148.86K | SH | $23.02M 1.11% | 29.43K | 0.00 | 119.43K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 896.33K | SH | $22.44M 1.09% | 478.96K | 0.00 | 417.36K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 57.99K | SH | $21.49M 1.04% | 46.99K | 0.00 | 11K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 117.06K | SH | $20.22M 0.98% | 94.56K | 0.00 | 22.50K |
META PLATFORMS INCSOLE | CL A | 32.52K | SH | $18.74M 0.91% | 8.50K | 0.00 | 24.02K |
COSTCO WHSL CORP NEWSOLE | COM | 18.06K | SH | $17.08M 0.83% | 4.68K | 0.00 | 13.39K |
ABBVIE INCSOLE | COM | 77.82K | SH | $16.30M 0.79% | 11.24K | 0.00 | 66.58K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 32.42K | SH | $16.06M 0.78% | 554.00 | 0.00 | 31.86K |
UNITEDHEALTH GROUP INCSOLE | COM | 29.68K | SH | $15.55M 0.75% | 5.28K | 0.00 | 24.41K |
ALPHABET INCSOLE | CAP STK CL C | 96.83K | SH | $15.13M 0.73% | 19.74K | 0.00 | 77.09K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 28.41K | SH | $14.60M 0.71% | 5.63K | 0.00 | 22.77K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 67.74K | SH | $14.32M 0.69% | 1.47K | 0.00 | 66.27K |
WALMART INCSOLE | COM | 160.07K | SH | $14.07M 0.68% | 27.38K | 0.00 | 132.70K |
SPDR GOLD TRSOLE | GOLD SHS | 48.68K | SH | $14.03M 0.68% | 2.65K | 0.00 | 46.03K |
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