Filed: 8/5/2026ACC: 0001697300-26-000010
📋 What this filing means
MERIDIAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 825 equity positions with a total reported market value of $3.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
825
Positions
$3.25B
Total AUM (reported)
32.10M
Total Shares
Allocation by class
COM$1.32B40.8%
UNIT SER 1$125.20M3.9%
CL A$81.44M2.5%
TR UNIT$77.29M2.4%
CAP STK CL A$69.40M2.1%
COM NEW$59.03M1.8%
SPONSORED ADS$45.95M1.4%
Portfolio Concentration
Top 3$394.41M12.2%
4–10$498.78M15.4%
11–25$522.35M16.1%
Rest$1.83B56.4%
Top 3 weight
12.2%
Top 10 weight
27.5%
Voting Authority Distribution
Total shares with voting rights: 31.96M
Sole
Full voting authority
13.27M
shares
% of voting shares41.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.70M
shares
% of voting shares58.5%
Investment Discretion (by position count)
Sole825
Shared0
Other0
Dominant voting typeNone · 58.5% of voting shares
Institutional Holdings825
Rows:
NVIDIA CORPORATION
SOLEShares729.97K
TypeSH
Market value$146.40M
4.51%
Sole
215.99K
Shared
0.00
None
512.80K
INVESCO QQQ TR
SOLEShares170.02K
TypeSH
Market value$125.20M
3.86%
Sole
25.22K
Shared
0.00
None
144.80K
APPLE INC
SOLEShares424.39K
TypeSH
Market value$122.80M
3.78%
Sole
117.17K
Shared
0.00
None
307.23K
EXXON MOBIL CORP
SOLEShares645.64K
TypeSH
Market value$88.27M
2.72%
Sole
76.90K
Shared
0.00
None
568.73K
AMAZON COM INC
SOLEShares352.47K
TypeSH
Market value$84.01M
2.59%
Sole
84.17K
Shared
0.00
None
268.30K
STATE STR SPDR S&P 500 ETF T
SOLEShares104.25K
TypeSH
Market value$77.29M
2.38%
Sole
26.39K
Shared
0.00
None
75.97K
ALPHABET INC
SOLEShares194.21K
TypeSH
Market value$69.40M
2.14%
Sole
75.19K
Shared
0.00
None
119.01K
JPMORGAN CHASE & CO
SOLEShares195.62K
TypeSH
Market value$64.03M
1.97%
Sole
21.90K
Shared
0.00
None
173.72K
MICROSOFT CORP
SOLEShares166.47K
TypeSH
Market value$62.10M
1.91%
Sole
36.03K
Shared
0.00
None
130.45K
MICRON TECHNOLOGY INC
SOLEShares46.51K
TypeSH
Market value$53.68M
1.65%
Sole
5.43K
Shared
0.00
None
41.07K
BROADCOM INC
SOLEShares136.81K
TypeSH
Market value$51.83M
1.60%
Sole
33.90K
Shared
0.00
None
102.61K
ADVANCED MICRO DEVICES INC
SOLEShares77.53K
TypeSH
Market value$45.04M
1.39%
Sole
12.02K
Shared
0.00
None
65.52K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares87.01K
TypeSH
Market value$41.56M
1.28%
Sole
14.78K
Shared
0.00
None
72.24K
BERKSHIRE HATHAWAY INC DEL
SOLEShares74.51K
TypeSH
Market value$37.29M
1.15%
Sole
10.94K
Shared
0.00
None
63.58K
CATERPILLAR INC
SOLEShares33.14K
TypeSH
Market value$35.29M
1.09%
Sole
7.35K
Shared
0.00
None
25.79K
VANGUARD INDEX FDS
SOLEShares399.28K
TypeSH
Market value$35.18M
1.08%
Sole
328.18K
Shared
0.00
None
71.11K
INVESCO EXCH TRADED FD TR II
SOLEShares213.71K
TypeSH
Market value$34.52M
1.06%
Sole
177.24K
Shared
0.00
None
36.47K
ALPHABET INC
SOLEShares96.83K
TypeSH
Market value$34.21M
1.05%
Sole
23.12K
Shared
0.00
None
73.71K
ISHARES TR
SOLEShares45.06K
TypeSH
Market value$33.70M
1.04%
Sole
26.89K
Shared
0.00
None
18.18K
META PLATFORMS INC
SOLEShares57.46K
TypeSH
Market value$32.37M
1.00%
Sole
15.18K
Shared
0.00
None
42.28K
VANGUARD INDEX FDS
SOLEShares140.67K
TypeSH
Market value$30.59M
0.94%
Sole
119.55K
Shared
0.00
None
21.11K
TESLA INC
SOLEShares71.68K
TypeSH
Market value$30.15M
0.93%
Sole
11.47K
Shared
0.00
None
60.21K
SCHWAB STRATEGIC TR
SOLEShares889.40K
TypeSH
Market value$30.10M
0.93%
Sole
487.22K
Shared
0.00
None
402.18K
AERCAP HOLDINGS NV
SOLEShares183.57K
TypeSH
Market value$26.76M
0.82%
Sole
0.00
Shared
0.00
None
183.57K
ALPS ETF TR
SOLEShares923.63K
TypeSH
Market value$23.77M
0.73%
Sole
221.02K
Shared
0.00
None
702.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 729.97K | SH | $146.40M 4.51% | 215.99K | 0.00 | 512.80K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 170.02K | SH | $125.20M 3.86% | 25.22K | 0.00 | 144.80K |
APPLE INCSOLE | COM | 424.39K | SH | $122.80M 3.78% | 117.17K | 0.00 | 307.23K |
EXXON MOBIL CORPSOLE | COM | 645.64K | SH | $88.27M 2.72% | 76.90K | 0.00 | 568.73K |
AMAZON COM INCSOLE | COM | 352.47K | SH | $84.01M 2.59% | 84.17K | 0.00 | 268.30K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 104.25K | SH | $77.29M 2.38% | 26.39K | 0.00 | 75.97K |
ALPHABET INCSOLE | CAP STK CL A | 194.21K | SH | $69.40M 2.14% | 75.19K | 0.00 | 119.01K |
JPMORGAN CHASE & COSOLE | COM | 195.62K | SH | $64.03M 1.97% | 21.90K | 0.00 | 173.72K |
MICROSOFT CORPSOLE | COM | 166.47K | SH | $62.10M 1.91% | 36.03K | 0.00 | 130.45K |
MICRON TECHNOLOGY INCSOLE | COM | 46.51K | SH | $53.68M 1.65% | 5.43K | 0.00 | 41.07K |
BROADCOM INCSOLE | COM | 136.81K | SH | $51.83M 1.60% | 33.90K | 0.00 | 102.61K |
ADVANCED MICRO DEVICES INCSOLE | COM | 77.53K | SH | $45.04M 1.39% | 12.02K | 0.00 | 65.52K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 87.01K | SH | $41.56M 1.28% | 14.78K | 0.00 | 72.24K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 74.51K | SH | $37.29M 1.15% | 10.94K | 0.00 | 63.58K |
CATERPILLAR INCSOLE | COM | 33.14K | SH | $35.29M 1.09% | 7.35K | 0.00 | 25.79K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 399.28K | SH | $35.18M 1.08% | 328.18K | 0.00 | 71.11K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 213.71K | SH | $34.52M 1.06% | 177.24K | 0.00 | 36.47K |
ALPHABET INCSOLE | CAP STK CL C | 96.83K | SH | $34.21M 1.05% | 23.12K | 0.00 | 73.71K |
ISHARES TRSOLE | CORE S&P500 ETF | 45.06K | SH | $33.70M 1.04% | 26.89K | 0.00 | 18.18K |
META PLATFORMS INCSOLE | CL A | 57.46K | SH | $32.37M 1.00% | 15.18K | 0.00 | 42.28K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 140.67K | SH | $30.59M 0.94% | 119.55K | 0.00 | 21.11K |
TESLA INCSOLE | COM | 71.68K | SH | $30.15M 0.93% | 11.47K | 0.00 | 60.21K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 889.40K | SH | $30.10M 0.93% | 487.22K | 0.00 | 402.18K |
AERCAP HOLDINGS NVSOLE | SHS | 183.57K | SH | $26.76M 0.82% | 0.00 | 0.00 | 183.57K |
ALPS ETF TRSOLE | SMITH CORE PLUS | 923.63K | SH | $23.77M 0.73% | 221.02K | 0.00 | 702.60K |
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