Filed: 2/4/2026ACC: 0001697300-26-000002
📋 What this filing means
MERIDIAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 752 equity positions with a total reported market value of $2.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
752
Positions
$2.84B
Total AUM (reported)
29.75M
Total Shares
Allocation by class
COM$1.18B41.6%
CL A$107.31M3.8%
UNIT SER 1$99.80M3.5%
CAP STK CL A$66.18M2.3%
TR UNIT$65.01M2.3%
STATE STREET SPD$63.89M2.2%
COM NEW$60.60M2.1%
Portfolio Concentration
Top 3$365.99M12.9%
4–10$493.23M17.4%
11–25$427.93M15.1%
Rest$1.55B54.7%
Top 3 weight
12.9%
Top 10 weight
30.2%
Voting Authority Distribution
Total shares with voting rights: 29.75M
Sole
Full voting authority
11.74M
shares
% of voting shares39.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.01M
shares
% of voting shares60.5%
Investment Discretion (by position count)
Sole752
Shared0
Other0
Dominant voting typeNone · 60.5% of voting shares
Institutional Holdings752
Rows:
NVIDIA CORPORATION
SOLEShares802.08K
TypeSH
Market value$149.61M
5.27%
Sole
229.76K
Shared
0.00
None
572.32K
APPLE INC
SOLEShares428.81K
TypeSH
Market value$116.58M
4.10%
Sole
106.73K
Shared
0.00
None
322.08K
INVESCO QQQ TR
SOLEShares162.46K
TypeSH
Market value$99.80M
3.51%
Sole
16.57K
Shared
0.00
None
145.89K
AMAZON COM INC
SOLEShares383.81K
TypeSH
Market value$88.59M
3.12%
Sole
97.77K
Shared
0.00
None
286.04K
MICROSOFT CORP
SOLEShares170.95K
TypeSH
Market value$82.67M
2.91%
Sole
40.22K
Shared
0.00
None
130.72K
EXXON MOBIL CORP
SOLEShares676.52K
TypeSH
Market value$81.41M
2.87%
Sole
79.06K
Shared
0.00
None
597.47K
ALPHABET INC
SOLEShares211.44K
TypeSH
Market value$66.18M
2.33%
Sole
87.37K
Shared
0.00
None
124.06K
SPDR S&P 500 ETF TR
SOLEShares95.19K
TypeSH
Market value$65.01M
2.29%
Sole
23.26K
Shared
0.00
None
71.93K
JPMORGAN CHASE & CO.
SOLEShares196.94K
TypeSH
Market value$63.46M
2.23%
Sole
19.85K
Shared
0.00
None
177.09K
BROADCOM INC
SOLEShares132.63K
TypeSH
Market value$45.90M
1.62%
Sole
32.48K
Shared
0.00
None
100.15K
META PLATFORMS INC
SOLEShares62.77K
TypeSH
Market value$41.44M
1.46%
Sole
23.98K
Shared
0.00
None
38.80K
BERKSHIRE HATHAWAY INC DEL
SOLEShares71.75K
TypeSH
Market value$36.06M
1.27%
Sole
11.55K
Shared
0.00
None
60.20K
VANGUARD INDEX FDS
SOLEShares66.45K
TypeSH
Market value$32.42M
1.14%
Sole
54.73K
Shared
0.00
None
11.72K
TESLA INC
SOLEShares72.02K
TypeSH
Market value$32.39M
1.14%
Sole
13.06K
Shared
0.00
None
58.96K
ALPHABET INC
SOLEShares100.62K
TypeSH
Market value$31.57M
1.11%
Sole
21.90K
Shared
0.00
None
78.71K
ISHARES TR
SOLEShares45.63K
TypeSH
Market value$31.26M
1.10%
Sole
27.95K
Shared
0.00
None
17.67K
INVESCO EXCH TRADED FD TR II
SOLEShares246.66K
TypeSH
Market value$29.43M
1.04%
Sole
211.15K
Shared
0.00
None
35.51K
SPDR GOLD TR
SOLEShares72.71K
TypeSH
Market value$28.82M
1.01%
Sole
6.40K
Shared
0.00
None
66.31K
SCHWAB STRATEGIC TR
SOLEShares854K
TypeSH
Market value$27.86M
0.98%
Sole
461.96K
Shared
0.00
None
392.05K
VANGUARD INDEX FDS
SOLEShares129.46K
TypeSH
Market value$24.73M
0.87%
Sole
109.50K
Shared
0.00
None
19.96K
PALANTIR TECHNOLOGIES INC
SOLEShares134.26K
TypeSH
Market value$23.86M
0.84%
Sole
14.91K
Shared
0.00
None
119.35K
ROBINHOOD MKTS INC
SOLEShares208.25K
TypeSH
Market value$23.55M
0.83%
Sole
8.71K
Shared
0.00
None
199.54K
SHOPIFY INC
SOLEShares137.08K
TypeSH
Market value$22.07M
0.78%
Sole
12.76K
Shared
0.00
None
124.32K
ALPS ETF TR
SOLEShares832.22K
TypeSH
Market value$21.70M
0.76%
Sole
190.70K
Shared
0.00
None
641.52K
CATERPILLAR INC
SOLEShares36.28K
TypeSH
Market value$20.78M
0.73%
Sole
6.97K
Shared
0.00
None
29.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 802.08K | SH | $149.61M 5.27% | 229.76K | 0.00 | 572.32K |
APPLE INCSOLE | COM | 428.81K | SH | $116.58M 4.10% | 106.73K | 0.00 | 322.08K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 162.46K | SH | $99.80M 3.51% | 16.57K | 0.00 | 145.89K |
AMAZON COM INCSOLE | COM | 383.81K | SH | $88.59M 3.12% | 97.77K | 0.00 | 286.04K |
MICROSOFT CORPSOLE | COM | 170.95K | SH | $82.67M 2.91% | 40.22K | 0.00 | 130.72K |
EXXON MOBIL CORPSOLE | COM | 676.52K | SH | $81.41M 2.87% | 79.06K | 0.00 | 597.47K |
ALPHABET INCSOLE | CAP STK CL A | 211.44K | SH | $66.18M 2.33% | 87.37K | 0.00 | 124.06K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 95.19K | SH | $65.01M 2.29% | 23.26K | 0.00 | 71.93K |
JPMORGAN CHASE & CO.SOLE | COM | 196.94K | SH | $63.46M 2.23% | 19.85K | 0.00 | 177.09K |
BROADCOM INCSOLE | COM | 132.63K | SH | $45.90M 1.62% | 32.48K | 0.00 | 100.15K |
META PLATFORMS INCSOLE | CL A | 62.77K | SH | $41.44M 1.46% | 23.98K | 0.00 | 38.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 71.75K | SH | $36.06M 1.27% | 11.55K | 0.00 | 60.20K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 66.45K | SH | $32.42M 1.14% | 54.73K | 0.00 | 11.72K |
TESLA INCSOLE | COM | 72.02K | SH | $32.39M 1.14% | 13.06K | 0.00 | 58.96K |
ALPHABET INCSOLE | CAP STK CL C | 100.62K | SH | $31.57M 1.11% | 21.90K | 0.00 | 78.71K |
ISHARES TRSOLE | CORE S&P500 ETF | 45.63K | SH | $31.26M 1.10% | 27.95K | 0.00 | 17.67K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 246.66K | SH | $29.43M 1.04% | 211.15K | 0.00 | 35.51K |
SPDR GOLD TRSOLE | GOLD SHS | 72.71K | SH | $28.82M 1.01% | 6.40K | 0.00 | 66.31K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 854K | SH | $27.86M 0.98% | 461.96K | 0.00 | 392.05K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 129.46K | SH | $24.73M 0.87% | 109.50K | 0.00 | 19.96K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 134.26K | SH | $23.86M 0.84% | 14.91K | 0.00 | 119.35K |
ROBINHOOD MKTS INCSOLE | COM CL A | 208.25K | SH | $23.55M 0.83% | 8.71K | 0.00 | 199.54K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 137.08K | SH | $22.07M 0.78% | 12.76K | 0.00 | 124.32K |
ALPS ETF TRSOLE | SMITH CORE PLUS | 832.22K | SH | $21.70M 0.76% | 190.70K | 0.00 | 641.52K |
CATERPILLAR INCSOLE | COM | 36.28K | SH | $20.78M 0.73% | 6.97K | 0.00 | 29.31K |
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