Filed: 5/6/2026ACC: 0001697300-26-000004
📋 What this filing means
MERIDIAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 772 equity positions with a total reported market value of $2.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
772
Positions
$2.85B
Total AUM (reported)
30.92M
Total Shares
Allocation by class
COM$1.17B40.9%
UNIT SER 1$96.42M3.4%
CL A$89.34M3.1%
TR UNIT$73.18M2.6%
STATE STREET SPD$71.49M2.5%
COM NEW$58.25M2.0%
CAP STK CL A$57.66M2.0%
Portfolio Concentration
Top 3$360.91M12.7%
4–10$464.21M16.3%
11–25$417.70M14.7%
Rest$1.61B56.4%
Top 3 weight
12.7%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 30.76M
Sole
Full voting authority
12.54M
shares
% of voting shares40.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.22M
shares
% of voting shares59.2%
Investment Discretion (by position count)
Sole772
Shared0
Other0
Dominant voting typeNone · 59.2% of voting shares
Institutional Holdings772
Rows:
NVIDIA CORPORATION
SOLEShares787.55K
TypeSH
Market value$137.53M
4.83%
Sole
233.61K
Shared
0.00
None
553.34K
EXXON MOBIL CORP
SOLEShares684.55K
TypeSH
Market value$116.14M
4.08%
Sole
77.85K
Shared
0.00
None
606.70K
APPLE INC
SOLEShares422.55K
TypeSH
Market value$107.24M
3.77%
Sole
106.95K
Shared
0.00
None
315.60K
INVESCO QQQ TR
SOLEShares167.06K
TypeSH
Market value$96.42M
3.39%
Sole
20.75K
Shared
0.00
None
146.31K
AMAZON COM INC
SOLEShares366.67K
TypeSH
Market value$76.37M
2.68%
Sole
86.79K
Shared
0.00
None
279.88K
STATE STR SPDR S&P 500 ETF T
SOLEShares117.70K
TypeSH
Market value$73.18M
2.57%
Sole
27.18K
Shared
0.00
None
73.79K
MICROSOFT CORP
SOLEShares169.28K
TypeSH
Market value$62.66M
2.20%
Sole
37.58K
Shared
0.00
None
131.70K
ALPHABET INC
SOLEShares200.52K
TypeSH
Market value$57.66M
2.02%
Sole
80.67K
Shared
0.00
None
119.85K
JPMORGAN CHASE & CO
SOLEShares193.09K
TypeSH
Market value$56.80M
1.99%
Sole
20.50K
Shared
0.00
None
172.59K
BROADCOM INC
SOLEShares132.84K
TypeSH
Market value$41.11M
1.44%
Sole
33.58K
Shared
0.00
None
99.25K
META PLATFORMS INC
SOLEShares65.64K
TypeSH
Market value$37.56M
1.32%
Sole
23.03K
Shared
0.00
None
42.62K
SPDR GOLD TR
SOLEShares85.39K
TypeSH
Market value$36.74M
1.29%
Sole
11.44K
Shared
0.00
None
73.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares76.22K
TypeSH
Market value$36.53M
1.28%
Sole
11.04K
Shared
0.00
None
65.18K
ISHARES TR
SOLEShares45.85K
TypeSH
Market value$29.99M
1.05%
Sole
27.45K
Shared
0.00
None
18.01K
VANGUARD INDEX FDS
SOLEShares65.29K
TypeSH
Market value$28.61M
1.00%
Sole
54.23K
Shared
0.00
None
11.06K
ALPHABET INC
SOLEShares96.54K
TypeSH
Market value$27.69M
0.97%
Sole
21.10K
Shared
0.00
None
75.44K
INVESCO EXCH TRADED FD TR II
SOLEShares246.98K
TypeSH
Market value$27.69M
0.97%
Sole
211.87K
Shared
0.00
None
35.11K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares81.62K
TypeSH
Market value$27.58M
0.97%
Sole
13.97K
Shared
0.00
None
67.65K
TESLA INC
SOLEShares71.19K
TypeSH
Market value$26.47M
0.93%
Sole
12.43K
Shared
0.00
None
58.77K
VANGUARD INDEX FDS
SOLEShares132.53K
TypeSH
Market value$25.99M
0.91%
Sole
111.48K
Shared
0.00
None
21.05K
SCHWAB STRATEGIC TR
SOLEShares876.27K
TypeSH
Market value$25.53M
0.90%
Sole
471.70K
Shared
0.00
None
404.57K
CATERPILLAR INC
SOLEShares32.78K
TypeSH
Market value$23.22M
0.82%
Sole
6.49K
Shared
0.00
None
26.29K
ALPS ETF TR
SOLEShares855.27K
TypeSH
Market value$22.03M
0.77%
Sole
202.31K
Shared
0.00
None
652.96K
WALMART INC
SOLEShares173.99K
TypeSH
Market value$21.62M
0.76%
Sole
41.49K
Shared
0.00
None
132.49K
VANGUARD BD INDEX FDS
SOLEShares277.70K
TypeSH
Market value$20.45M
0.72%
Sole
64.18K
Shared
0.00
None
213.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 787.55K | SH | $137.53M 4.83% | 233.61K | 0.00 | 553.34K |
EXXON MOBIL CORPSOLE | COM | 684.55K | SH | $116.14M 4.08% | 77.85K | 0.00 | 606.70K |
APPLE INCSOLE | COM | 422.55K | SH | $107.24M 3.77% | 106.95K | 0.00 | 315.60K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 167.06K | SH | $96.42M 3.39% | 20.75K | 0.00 | 146.31K |
AMAZON COM INCSOLE | COM | 366.67K | SH | $76.37M 2.68% | 86.79K | 0.00 | 279.88K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 117.70K | SH | $73.18M 2.57% | 27.18K | 0.00 | 73.79K |
MICROSOFT CORPSOLE | COM | 169.28K | SH | $62.66M 2.20% | 37.58K | 0.00 | 131.70K |
ALPHABET INCSOLE | CAP STK CL A | 200.52K | SH | $57.66M 2.02% | 80.67K | 0.00 | 119.85K |
JPMORGAN CHASE & COSOLE | COM | 193.09K | SH | $56.80M 1.99% | 20.50K | 0.00 | 172.59K |
BROADCOM INCSOLE | COM | 132.84K | SH | $41.11M 1.44% | 33.58K | 0.00 | 99.25K |
META PLATFORMS INCSOLE | CL A | 65.64K | SH | $37.56M 1.32% | 23.03K | 0.00 | 42.62K |
SPDR GOLD TRSOLE | GOLD SHS | 85.39K | SH | $36.74M 1.29% | 11.44K | 0.00 | 73.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 76.22K | SH | $36.53M 1.28% | 11.04K | 0.00 | 65.18K |
ISHARES TRSOLE | CORE S&P500 ETF | 45.85K | SH | $29.99M 1.05% | 27.45K | 0.00 | 18.01K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 65.29K | SH | $28.61M 1.00% | 54.23K | 0.00 | 11.06K |
ALPHABET INCSOLE | CAP STK CL C | 96.54K | SH | $27.69M 0.97% | 21.10K | 0.00 | 75.44K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 246.98K | SH | $27.69M 0.97% | 211.87K | 0.00 | 35.11K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 81.62K | SH | $27.58M 0.97% | 13.97K | 0.00 | 67.65K |
TESLA INCSOLE | COM | 71.19K | SH | $26.47M 0.93% | 12.43K | 0.00 | 58.77K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 132.53K | SH | $25.99M 0.91% | 111.48K | 0.00 | 21.05K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 876.27K | SH | $25.53M 0.90% | 471.70K | 0.00 | 404.57K |
CATERPILLAR INCSOLE | COM | 32.78K | SH | $23.22M 0.82% | 6.49K | 0.00 | 26.29K |
ALPS ETF TRSOLE | SMITH CORE PLUS | 855.27K | SH | $22.03M 0.77% | 202.31K | 0.00 | 652.96K |
WALMART INCSOLE | COM | 173.99K | SH | $21.62M 0.76% | 41.49K | 0.00 | 132.49K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 277.70K | SH | $20.45M 0.72% | 64.18K | 0.00 | 213.52K |
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