Filed: 8/8/2025ACC: 0001697300-25-000006
📋 What this filing means
MERIDIAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 670 equity positions with a total reported market value of $2.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
670
Positions
$2.34B
Total AUM (reported)
26.17M
Total Shares
Allocation by class
COM$1.02B43.6%
UNIT SER 1$89.41M3.8%
CL A$73.89M3.2%
TR UNIT$56.79M2.4%
COM CL A$50.54M2.2%
COM NEW$47.23M2.0%
CL B NEW$35.58M1.5%
Portfolio Concentration
Top 3$291.48M12.4%
4–10$411.42M17.6%
11–25$329.28M14.1%
Rest$1.31B55.9%
Top 3 weight
12.4%
Top 10 weight
30.0%
Voting Authority Distribution
Total shares with voting rights: 26.17M
Sole
Full voting authority
9.31M
shares
% of voting shares35.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.86M
shares
% of voting shares64.4%
Investment Discretion (by position count)
Sole670
Shared0
Other0
Dominant voting typeNone · 64.4% of voting shares
Institutional Holdings670
Rows:
NVIDIA CORPORATION
SOLEShares770.14K
TypeSH
Market value$121.67M
5.20%
Sole
152.90K
Shared
0.00
None
617.24K
INVESCO QQQ TR
SOLEShares162.07K
TypeSH
Market value$89.41M
3.82%
Sole
16.96K
Shared
0.00
None
145.11K
APPLE INC
SOLEShares391.88K
TypeSH
Market value$80.40M
3.43%
Sole
77.44K
Shared
0.00
None
314.44K
MICROSOFT CORP
SOLEShares161.18K
TypeSH
Market value$80.17M
3.42%
Sole
31.82K
Shared
0.00
None
129.37K
EXXON MOBIL CORP
SOLEShares717.94K
TypeSH
Market value$77.39M
3.30%
Sole
72.95K
Shared
0.00
None
644.99K
AMAZON COM INC
SOLEShares324.15K
TypeSH
Market value$71.12M
3.04%
Sole
44.76K
Shared
0.00
None
279.39K
SPDR S&P 500 ETF TR
SOLEShares91.91K
TypeSH
Market value$56.79M
2.42%
Sole
18.74K
Shared
0.00
None
73.17K
JPMORGAN CHASE & CO.
SOLEShares194.39K
TypeSH
Market value$56.36M
2.41%
Sole
17.12K
Shared
0.00
None
177.27K
BERKSHIRE HATHAWAY INC DEL
SOLEShares73.25K
TypeSH
Market value$35.58M
1.52%
Sole
10.11K
Shared
0.00
None
63.14K
VANGUARD BD INDEX FDS
SOLEShares461.91K
TypeSH
Market value$34.01M
1.45%
Sole
119.47K
Shared
0.00
None
342.44K
BROADCOM INC
SOLEShares112.05K
TypeSH
Market value$30.89M
1.32%
Sole
22.88K
Shared
0.00
None
89.17K
ISHARES TR
SOLEShares46.98K
TypeSH
Market value$29.17M
1.25%
Sole
29.45K
Shared
0.00
None
17.52K
ALPHABET INC
SOLEShares153.26K
TypeSH
Market value$27.01M
1.15%
Sole
30.63K
Shared
0.00
None
122.63K
VANGUARD INDEX FDS
SOLEShares59.56K
TypeSH
Market value$26.09M
1.11%
Sole
48.62K
Shared
0.00
None
10.94K
META PLATFORMS INC
SOLEShares34.63K
TypeSH
Market value$25.56M
1.09%
Sole
9.45K
Shared
0.00
None
25.18K
SCHWAB STRATEGIC TR
SOLEShares853.92K
TypeSH
Market value$24.94M
1.06%
Sole
448.06K
Shared
0.00
None
405.87K
ROBINHOOD MKTS INC
SOLEShares231.59K
TypeSH
Market value$21.68M
0.93%
Sole
1.45K
Shared
0.00
None
230.14K
VANGUARD INDEX FDS
SOLEShares120.78K
TypeSH
Market value$21.34M
0.91%
Sole
101.48K
Shared
0.00
None
19.30K
TESLA INC
SOLEShares63.16K
TypeSH
Market value$20.06M
0.86%
Sole
8.78K
Shared
0.00
None
54.38K
COSTCO WHSL CORP NEW
SOLEShares18.50K
TypeSH
Market value$18.31M
0.78%
Sole
4.98K
Shared
0.00
None
13.52K
INTUITIVE SURGICAL INC
SOLEShares32.56K
TypeSH
Market value$17.69M
0.76%
Sole
557.00
Shared
0.00
None
32K
ALPHABET INC
SOLEShares98.88K
TypeSH
Market value$17.54M
0.75%
Sole
21.55K
Shared
0.00
None
77.33K
VANGUARD INDEX FDS
SOLEShares29.71K
TypeSH
Market value$16.88M
0.72%
Sole
7.18K
Shared
0.00
None
22.53K
CATERPILLAR INC
SOLEShares41.39K
TypeSH
Market value$16.07M
0.69%
Sole
7.15K
Shared
0.00
None
34.24K
AERCAP HOLDINGS NV
SOLEShares137.09K
TypeSH
Market value$16.04M
0.68%
Sole
0.00
Shared
0.00
None
137.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 770.14K | SH | $121.67M 5.20% | 152.90K | 0.00 | 617.24K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 162.07K | SH | $89.41M 3.82% | 16.96K | 0.00 | 145.11K |
APPLE INCSOLE | COM | 391.88K | SH | $80.40M 3.43% | 77.44K | 0.00 | 314.44K |
MICROSOFT CORPSOLE | COM | 161.18K | SH | $80.17M 3.42% | 31.82K | 0.00 | 129.37K |
EXXON MOBIL CORPSOLE | COM | 717.94K | SH | $77.39M 3.30% | 72.95K | 0.00 | 644.99K |
AMAZON COM INCSOLE | COM | 324.15K | SH | $71.12M 3.04% | 44.76K | 0.00 | 279.39K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 91.91K | SH | $56.79M 2.42% | 18.74K | 0.00 | 73.17K |
JPMORGAN CHASE & CO.SOLE | COM | 194.39K | SH | $56.36M 2.41% | 17.12K | 0.00 | 177.27K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.25K | SH | $35.58M 1.52% | 10.11K | 0.00 | 63.14K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 461.91K | SH | $34.01M 1.45% | 119.47K | 0.00 | 342.44K |
BROADCOM INCSOLE | COM | 112.05K | SH | $30.89M 1.32% | 22.88K | 0.00 | 89.17K |
ISHARES TRSOLE | CORE S&P500 ETF | 46.98K | SH | $29.17M 1.25% | 29.45K | 0.00 | 17.52K |
ALPHABET INCSOLE | CAP STK CL A | 153.26K | SH | $27.01M 1.15% | 30.63K | 0.00 | 122.63K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 59.56K | SH | $26.09M 1.11% | 48.62K | 0.00 | 10.94K |
META PLATFORMS INCSOLE | CL A | 34.63K | SH | $25.56M 1.09% | 9.45K | 0.00 | 25.18K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 853.92K | SH | $24.94M 1.06% | 448.06K | 0.00 | 405.87K |
ROBINHOOD MKTS INCSOLE | COM CL A | 231.59K | SH | $21.68M 0.93% | 1.45K | 0.00 | 230.14K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 120.78K | SH | $21.34M 0.91% | 101.48K | 0.00 | 19.30K |
TESLA INCSOLE | COM | 63.16K | SH | $20.06M 0.86% | 8.78K | 0.00 | 54.38K |
COSTCO WHSL CORP NEWSOLE | COM | 18.50K | SH | $18.31M 0.78% | 4.98K | 0.00 | 13.52K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 32.56K | SH | $17.69M 0.76% | 557.00 | 0.00 | 32K |
ALPHABET INCSOLE | CAP STK CL C | 98.88K | SH | $17.54M 0.75% | 21.55K | 0.00 | 77.33K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 29.71K | SH | $16.88M 0.72% | 7.18K | 0.00 | 22.53K |
CATERPILLAR INCSOLE | COM | 41.39K | SH | $16.07M 0.69% | 7.15K | 0.00 | 34.24K |
AERCAP HOLDINGS NVSOLE | SHS | 137.09K | SH | $16.04M 0.68% | 0.00 | 0.00 | 137.09K |
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