Filed: 11/4/2025ACC: 0001697300-25-000010
📋 What this filing means
MERIDIAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 707 equity positions with a total reported market value of $2.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
707
Positions
$2.61B
Total AUM (reported)
27.65M
Total Shares
Allocation by class
COM$1.10B42.1%
UNIT SER 1$98.43M3.8%
CL A$86.09M3.3%
TR UNIT$61.35M2.4%
COM CL A$51.77M2.0%
COM NEW$50.51M1.9%
CAP STK CL A$38.31M1.5%
Portfolio Concentration
Top 3$342.46M13.1%
4–10$438.28M16.8%
11–25$404.41M15.5%
Rest$1.42B54.6%
Top 3 weight
13.1%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 27.65M
Sole
Full voting authority
9.93M
shares
% of voting shares35.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.72M
shares
% of voting shares64.1%
Investment Discretion (by position count)
Sole707
Shared0
Other0
Dominant voting typeNone · 64.1% of voting shares
Institutional Holdings707
Rows:
NVIDIA CORPORATION
SOLEShares759.60K
TypeSH
Market value$141.73M
5.43%
Sole
151.77K
Shared
0.00
None
607.83K
APPLE INC
SOLEShares401.80K
TypeSH
Market value$102.31M
3.92%
Sole
79.77K
Shared
0.00
None
322.03K
INVESCO QQQ TR
SOLEShares163.94K
TypeSH
Market value$98.43M
3.77%
Sole
15.88K
Shared
0.00
None
148.07K
MICROSOFT CORP
SOLEShares164.16K
TypeSH
Market value$85.03M
3.26%
Sole
33.42K
Shared
0.00
None
130.73K
EXXON MOBIL CORP
SOLEShares686.92K
TypeSH
Market value$77.45M
2.97%
Sole
75.14K
Shared
0.00
None
611.78K
AMAZON COM INC
SOLEShares332.48K
TypeSH
Market value$73.00M
2.80%
Sole
45.55K
Shared
0.00
None
286.93K
JPMORGAN CHASE & CO.
SOLEShares195.70K
TypeSH
Market value$61.73M
2.37%
Sole
18.16K
Shared
0.00
None
177.54K
SPDR S&P 500 ETF TR
SOLEShares92.09K
TypeSH
Market value$61.35M
2.35%
Sole
18.49K
Shared
0.00
None
73.60K
BROADCOM INC
SOLEShares125.54K
TypeSH
Market value$41.42M
1.59%
Sole
24.83K
Shared
0.00
None
100.71K
ALPHABET INC
SOLEShares157.59K
TypeSH
Market value$38.31M
1.47%
Sole
30.99K
Shared
0.00
None
126.61K
VANGUARD BD INDEX FDS
SOLEShares485.79K
TypeSH
Market value$36.13M
1.38%
Sole
131.81K
Shared
0.00
None
353.98K
BERKSHIRE HATHAWAY INC DEL
SOLEShares69.37K
TypeSH
Market value$34.87M
1.34%
Sole
10.25K
Shared
0.00
None
59.11K
ROBINHOOD MKTS INC
SOLEShares232.18K
TypeSH
Market value$33.24M
1.27%
Sole
1.56K
Shared
0.00
None
230.61K
VANGUARD INDEX FDS
SOLEShares69.11K
TypeSH
Market value$32.77M
1.26%
Sole
50.91K
Shared
0.00
None
18.20K
ISHARES TR
SOLEShares46.17K
TypeSH
Market value$30.78M
1.18%
Sole
28.57K
Shared
0.00
None
17.59K
INVESCO EXCH TRADED FD TR II
SOLEShares243.51K
TypeSH
Market value$29.48M
1.13%
Sole
207.83K
Shared
0.00
None
35.68K
TESLA INC
SOLEShares62.23K
TypeSH
Market value$27.68M
1.06%
Sole
8.88K
Shared
0.00
None
53.36K
SCHWAB STRATEGIC TR
SOLEShares827.66K
TypeSH
Market value$26.41M
1.01%
Sole
442.18K
Shared
0.00
None
385.48K
ALPHABET INC
SOLEShares102.81K
TypeSH
Market value$25.04M
0.96%
Sole
21.27K
Shared
0.00
None
81.54K
VANGUARD INDEX FDS
SOLEShares126.13K
TypeSH
Market value$23.42M
0.90%
Sole
107K
Shared
0.00
None
19.14K
META PLATFORMS INC
SOLEShares31.47K
TypeSH
Market value$23.11M
0.89%
Sole
10.31K
Shared
0.00
None
21.15K
SPDR GOLD TR
SOLEShares63.70K
TypeSH
Market value$22.64M
0.87%
Sole
4.93K
Shared
0.00
None
58.77K
PALANTIR TECHNOLOGIES INC
SOLEShares122.51K
TypeSH
Market value$22.35M
0.86%
Sole
8.97K
Shared
0.00
None
113.54K
SHOPIFY INC
SOLEShares123.67K
TypeSH
Market value$18.38M
0.70%
Sole
2.04K
Shared
0.00
None
121.63K
CATERPILLAR INC
SOLEShares37.96K
TypeSH
Market value$18.11M
0.69%
Sole
6.88K
Shared
0.00
None
31.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 759.60K | SH | $141.73M 5.43% | 151.77K | 0.00 | 607.83K |
APPLE INCSOLE | COM | 401.80K | SH | $102.31M 3.92% | 79.77K | 0.00 | 322.03K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 163.94K | SH | $98.43M 3.77% | 15.88K | 0.00 | 148.07K |
MICROSOFT CORPSOLE | COM | 164.16K | SH | $85.03M 3.26% | 33.42K | 0.00 | 130.73K |
EXXON MOBIL CORPSOLE | COM | 686.92K | SH | $77.45M 2.97% | 75.14K | 0.00 | 611.78K |
AMAZON COM INCSOLE | COM | 332.48K | SH | $73.00M 2.80% | 45.55K | 0.00 | 286.93K |
JPMORGAN CHASE & CO.SOLE | COM | 195.70K | SH | $61.73M 2.37% | 18.16K | 0.00 | 177.54K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 92.09K | SH | $61.35M 2.35% | 18.49K | 0.00 | 73.60K |
BROADCOM INCSOLE | COM | 125.54K | SH | $41.42M 1.59% | 24.83K | 0.00 | 100.71K |
ALPHABET INCSOLE | CAP STK CL A | 157.59K | SH | $38.31M 1.47% | 30.99K | 0.00 | 126.61K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 485.79K | SH | $36.13M 1.38% | 131.81K | 0.00 | 353.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 69.37K | SH | $34.87M 1.34% | 10.25K | 0.00 | 59.11K |
ROBINHOOD MKTS INCSOLE | COM CL A | 232.18K | SH | $33.24M 1.27% | 1.56K | 0.00 | 230.61K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 69.11K | SH | $32.77M 1.26% | 50.91K | 0.00 | 18.20K |
ISHARES TRSOLE | CORE S&P500 ETF | 46.17K | SH | $30.78M 1.18% | 28.57K | 0.00 | 17.59K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 243.51K | SH | $29.48M 1.13% | 207.83K | 0.00 | 35.68K |
TESLA INCSOLE | COM | 62.23K | SH | $27.68M 1.06% | 8.88K | 0.00 | 53.36K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 827.66K | SH | $26.41M 1.01% | 442.18K | 0.00 | 385.48K |
ALPHABET INCSOLE | CAP STK CL C | 102.81K | SH | $25.04M 0.96% | 21.27K | 0.00 | 81.54K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 126.13K | SH | $23.42M 0.90% | 107K | 0.00 | 19.14K |
META PLATFORMS INCSOLE | CL A | 31.47K | SH | $23.11M 0.89% | 10.31K | 0.00 | 21.15K |
SPDR GOLD TRSOLE | GOLD SHS | 63.70K | SH | $22.64M 0.87% | 4.93K | 0.00 | 58.77K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 122.51K | SH | $22.35M 0.86% | 8.97K | 0.00 | 113.54K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 123.67K | SH | $18.38M 0.70% | 2.04K | 0.00 | 121.63K |
CATERPILLAR INCSOLE | COM | 37.96K | SH | $18.11M 0.69% | 6.88K | 0.00 | 31.08K |
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