Meridian Wealth Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Meridian Wealth Management, LLC reported 669 stock positions worth $2.3 billion. Its top holding was Nvidia (NVDA) at 5.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 3.8%) and Apple (AAPL, 3.4%). Compared with Q1 2025, it opened 65 new positions, sold out of 15, added to 307 and reduced 247. The biggest buy was Broadcom (AVGO, shares +47%) and the biggest sale Vaneck Semiconductor ETF (SMH, shares −92%).

Most Recent 13F
Q2 2026
Location
LEXINGTON, KY
CIK
0001697300
Portfolio Value
$2.3B (Q2 2025)
SEC Filing
0001697300-25-000006 ↗ filed Aug 8, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $600.7M Q1 2024 Q2 2024: $833.0M Q2 2024 Q3 2024: $2.0B Q3 2024 Q4 2024: $2.1B Q4 2024 Q1 2025: $2.1B Q1 2025 Q2 2025: $2.3B $2.3B Q2 2025 Q3 2025: $2.6B Q3 2025 Q4 2025: $2.8B Q4 2025 Q1 2026: $2.8B Q1 2026 Q2 2026: $3.2B Q2 2026

Holdings 669 stocks · $2.3B
NVDA Nvidia Corp. 5.20% 770,140 $121.7M Reduce -5.2%
QQQ Invesco QQQ Trust Series 1 3.82% 162,073 $89.4M Add +2.4%
AAPL Apple Inc. 3.44% 391,878 $80.4M Add +0.1%
MSFT Microsoft Corp. 3.43% 161,184 $80.2M Reduce -0.1%
XOM Exxon Mobil Corp. 3.31% 717,940 $77.4M Add +0.2%
AMZN Amazon.com Inc. 3.04% 324,154 $71.1M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 2.43% 91,913 $56.8M Reduce -3.2%
JPM JPMorgan Chase & Co. 2.41% 194,390 $56.4M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 1.52% 73,247 $35.6M Reduce -0.3%
BND Vanguard Total Bond Market 1.45% 461,911 $34.0M Add +5.7%
AVGO Broadcom Inc. 1.32% 112,054 $30.9M Add +46.6%
IVV iShares Core S&P 500 ETF 1.25% 46,978 $29.2M Reduce -2.8%
GOOGL Alphabet Inc. Class A 1.16% 153,260 $27.0M Add +3.0%
VUG Vanguard Mrngstar GR ETF-Sui 1.12% 59,564 $26.1M Add +2.7%
META Meta Platforms Inc. Class A 1.09% 34,632 $25.6M Add +6.5%
SCHG Schwab US Large-Cap Growth 1.07% 853,924 $24.9M Reduce -4.7%
HOOD Robinhood Markets Inc. Class A 0.93% 231,591 $21.7M Add +6.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.91% 120,783 $21.3M Add +3.2%
TSLA Tesla Inc. 0.86% 63,163 $20.1M Add +87.6%
COST Costco Wholesale Corp. 0.78% 18,501 $18.3M Add +2.4%
ISRG Intuitive Surgical Inc. 0.76% 32,559 $17.7M Add +0.4%
GOOG Alphabet Inc. Class C 0.75% 98,875 $17.5M Add +2.1%
VOO Vanguard S&P 500 ETF 0.72% 29,710 $16.9M Add +4.6%
CAT Caterpillar Inc. 0.69% 41,388 $16.1M Add +6.2%
AER Aercap Holdings NV 0.69% 137,086 $16.0M Add +28.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.65% 51,674 $15.2M Reduce -4.4%
WMT Walmart Inc. 0.62% 147,792 $14.5M Reduce -7.7%
GLD SPDR Gold Shares 0.62% 47,215 $14.4M Reduce -3.0%
ABBV Abbvie Inc. 0.61% 76,766 $14.2M Reduce -1.4%
VTI VG Morningstar TS MKT ETF-US 0.61% 46,769 $14.2M Add +12.0%
SHOP Shopify Inc. Class A 0.61% 122,837 $14.2M Reduce -0.6%
SPYV SS SPDR P S&P 500 Value ETF 0.56% 251,319 $13.2M Reduce -0.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.56% 67,089 $13.1M Add +15.4%
IJH iShares Core S&P Midcap ETF 0.56% 209,359 $13.0M Add +3.8%
HD Home Depot Inc. 0.56% 35,400 $13.0M Add +2.6%
AMD Advanced Micro Devices 0.55% 89,832 $12.7M Reduce -3.0%
SCHF Schwab Intl Equity ETF 0.53% 558,332 $12.3M Reduce -0.8%
DGRO iShares Core Dividend Growth 0.52% 188,978 $12.1M Add +0.8%
CRWV Coreweave Inc. Class A 0.50% 72,018 $11.7M New
BUFR FT Vest Lad Buffervetf-Usd I 0.50% 367,042 $11.7M Reduce -0.9%
SCHB Schwab US Broad Market ETF 0.49% 483,046 $11.5M Reduce -6.4%
SYBT Stock Yards Bancorp Inc. 0.49% 144,554 $11.4M Add +0.3%
CVX Chevron Corp. 0.48% 78,344 $11.2M Add +1.8%
HEFA Isha Curr Hedged MSCI Eafe 0.46% 281,103 $10.7M Reduce -12.0%
GOVT iShares US Treasury Bond ETF 0.45% 461,706 $10.6M Add +6.3%
PLTR Palantir Technologies Inc. Class A 0.45% 77,423 $10.6M Add +237.9%
ORCL Oracle Corp. 0.44% 47,562 $10.4M Reduce -0.2%
RDDT Reddit Inc. Class A 0.41% 64,181 $9.7M Reduce -7.1%
NFLX Netflix Inc. 0.41% 7,103 $9.5M Add +2.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.40% 21,302 $9.4M Reduce -2.5%
SCHJ Schwab 1-5 YR Corp. BND ETF 0.40% 372,585 $9.2M Add +2.6%
SHV iShares 0-1 Year Treasury Bo 0.39% 83,397 $9.2M Add +6.0%
V Visa Inc. Class A 0.39% 25,918 $9.2M Add +1.2%
PG The Procter & Gamble Co. 0.38% 55,948 $8.9M Reduce -7.9%
COWZ Pacer US Cash Cows 100 ETF 0.37% 158,839 $8.8M Reduce -30.2%
RTX RTX Corp. 0.37% 59,057 $8.6M Reduce -2.8%
IEFA iShares Core MSCI Eafe ETF 0.36% 100,585 $8.4M Add +111.9%
UNP Union Pacific Corp. 0.36% 36,412 $8.4M Add +2.8%
CRWD CrowdStrike Holdings Inc. Class A 0.35% 16,013 $8.2M Add +19.5%
NOW ServiceNow Inc. 0.34% 7,747 $8.0M Add +45.5%
KLAC KLA Corp. 0.34% 8,889 $8.0M Reduce -2.7%
SOXX iShares Semiconductor ETF 0.34% 33,245 $7.9M Reduce -0.8%
IGSB iShares 1-5Y Inv Grade Corp. 0.34% 149,454 $7.9M Add +1.4%
LLY Eli Lilly & Co. 0.34% 10,098 $7.9M Add +3.3%
MRVL Marvell Technology Inc. 0.33% 99,684 $7.7M New
SPYM Ste STR SPDR PT S&P 500 ETF 0.33% 105,504 $7.7M Add +5.3%
XSMO Invesco S&P Smallcap Momentu 0.32% 110,849 $7.5M Add +5.0%
TFLO iShares Treasury Floating Ra 0.32% 146,845 $7.4M Add +12.8%
PEP Pepsico Inc. 0.32% 56,186 $7.4M Add +1.6%
MA Mastercard Inc. Class A 0.32% 13,172 $7.4M Add +5.3%
IGM iShares Expanded Tech Sector 0.31% 64,220 $7.2M No change
DE Deere & Co. 0.31% 14,111 $7.2M Reduce -2.2%
IQLT iShares MSCI International Q 0.31% 165,696 $7.2M Add +11.0%
GDX Vaneck Gold Miners ETF 0.30% 136,155 $7.1M Reduce -19.3%
SCHM Schwab US Mid Cap ETF 0.29% 244,765 $6.9M Reduce -2.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.29% 72,887 $6.7M Add +0.3%
PANW Palo Alto Networks Inc. 0.29% 32,588 $6.7M Add +2.7%
JNJ Johnson & Johnson 0.28% 43,575 $6.7M Add +0.4%
VIG Vanguard Dividend Apprec ETF 0.28% 31,769 $6.5M Reduce -4.9%
VCIT Vanguard Int-Term Corporate 0.28% 78,200 $6.5M Reduce -5.5%
CRM Salesforce Inc. 0.28% 23,739 $6.5M Add +2.3%
SCHD Schwab US DVD Equity ETF 0.27% 241,665 $6.4M Reduce -10.7%
UNH Unitedhealth Group Inc. 0.27% 20,184 $6.3M Reduce -32.0%
SLV iShares Silver Trust 0.27% 191,899 $6.3M Reduce -0.4%
SCHA Schwab US Small-Cap ETF 0.27% 248,163 $6.3M Reduce -10.7%
IJR iShares Core S&P Small-Cap E 0.27% 57,040 $6.2M Reduce -2.4%
TSM Taiwan Semiconductor-SP ADR 0.26% 27,033 $6.1M Add +6.4%
SPYG SS SPDR P S&P 500 Growth ETF 0.26% 63,937 $6.1M Reduce -2.6%
GE General Electric filed as GE AEROSPACE 0.26% 23,373 $6.0M Add +16.5%
CIBR First Trust Nasdaq Cybersecu 0.26% 79,508 $6.0M Add +14.7%
MAIN Main Street Capital Corp. 0.25% 100,088 $5.9M Reduce -2.5%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.25% 20,764 $5.9M Reduce -8.1%
ARES Ares Management Corp. Class A 0.25% 33,948 $5.9M Add +1.1%
VCSH Vanguard S/T Corp. Bond ETF 0.25% 73,087 $5.8M Add +4.3%
PWB Invesco Large Cap Growth ETF 0.25% 49,400 $5.8M Reduce -3.3%
XMHQ Invesco S&P Midcap Qual ETF 0.24% 58,002 $5.7M Add +7.8%
MRK Merck & Co. Inc. 0.24% 71,274 $5.6M Add +1.3%
VRP Invesco Variable Rate Prefer 0.24% 226,054 $5.5M Reduce -6.2%
TRI Thomson Reuters Corp. 0.23% 26,246 $5.3M Reduce -0.7%
SO The Southern Co. 0.22% 57,264 $5.3M Add +0.1%

Show all 669 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $3.5M (not counted above)
SecurityClassShares / PrincipalValueChange
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 89,288$3.5MReduce -1.8%

Total filed on the 13F, all lines: $2.3B.

Portfolio Sells Q1 2025 → Q2 2025
SMH Vaneck Semiconductor ETF Reduce -91.7% 0.07% −0.63
UNH Unitedhealth Group Inc. Reduce -32.0% 0.27% −0.48
IWM iShares Russell 2000 ETF Reduce -76.0% 0.13% −0.44
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 1.52% −0.38
COWZ Pacer US Cash Cows 100 ETF Reduce -30.2% 0.37% −0.23
DKNG Draftkings Inc. Class A Reduce -92.5% 0.02% −0.18
ACN Accenture PLC Class A Reduce -82.2% 0.03% −0.18
ABBV Abbvie Inc. Reduce -1.4% 0.61% −0.18
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.2% 2.43% −0.15
TXN Texas Instruments Inc. Reduce -71.5% 0.06% −0.14
PG The Procter & Gamble Co. Reduce -7.9% 0.38% −0.12
HEFA Isha Curr Hedged MSCI Eafe Reduce -12.0% 0.46% −0.11
IOO iShares Global 100 ETF Reduce -34.1% 0.18% −0.10
SCHD Schwab US DVD Equity ETF Reduce -10.7% 0.27% −0.09
GDX Vaneck Gold Miners ETF Reduce -19.3% 0.30% −0.07
IVV iShares Core S&P 500 ETF Reduce -2.8% 1.25% −0.07
SPYV SS SPDR P S&P 500 Value ETF Reduce -0.9% 0.56% −0.07
GLD SPDR Gold Shares Reduce -3.0% 0.62% −0.06
WMT Walmart Inc. Reduce -7.7% 0.62% −0.06
JNK SS SPDR BB High Yield Bond Reduce -54.8% 0.04% −0.05
VCIT Vanguard Int-Term Corporate Reduce -5.5% 0.28% −0.05
BMY Bristol-Myers Squibb Co. Reduce -0.3% 0.10% −0.05
SCHA Schwab US Small-Cap ETF Reduce -10.7% 0.27% −0.05
VRP Invesco Variable Rate Prefer Reduce -6.2% 0.24% −0.05
SCHB Schwab US Broad Market ETF Reduce -6.4% 0.49% −0.05
AMGN Amgen Inc. Reduce -0.1% 0.18% −0.05
FNF Fidelity National Financial Reduce -7.4% 0.11% −0.05
BSV Vanguard Short-Term Bond ETF Reduce -11.7% 0.16% −0.04
DIA SS SPDR Dow Jones Indus Avg Reduce -2.5% 0.40% −0.04
X United States Steel Corp. Sold out 0.00% −0.04
XLV SS Health Care Select Sector Reduce -2.4% 0.16% −0.04
AIRR First Trust Rba American Ind Sold out 0.00% −0.04
VIG Vanguard Dividend Apprec ETF Reduce -4.9% 0.28% −0.04
FE Firstenergy Corp. Reduce -6.1% 0.16% −0.03
BUFR FT Vest Lad Buffervetf-Usd I Reduce -0.9% 0.50% −0.03
AI C3.AI Inc. Class A Reduce -54.4% 0.03% −0.03
PAYX Paychex Inc. Reduce -0.1% 0.16% −0.03
IEF iShares 7-10 Year Treasury B Reduce -5.3% 0.17% −0.03
XMMO Invesco S&P Midcap Momentum Sold out 0.00% −0.03
IJR iShares Core S&P Small-Cap E Reduce -2.4% 0.27% −0.03
OEF iShares S&P 100 ETF Reduce -23.1% 0.09% −0.03
KYN Kayne Anderson Energy Infra Reduce -1.1% 0.19% −0.03
MAIN Main Street Capital Corp. Reduce -2.5% 0.25% −0.03
KMI Kinder Morgan Inc. Reduce -2.3% 0.22% −0.03
GSBD Goldman Sachs BDC Inc. Reduce -0.9% 0.15% −0.03
WAT Waters Corp. Reduce -0.1% 0.13% −0.03
PHM Pultegroup Inc. Reduce -47.8% 0.02% −0.03
NEE Nextera Energy Inc. Reduce -28.4% 0.04% −0.03
SPHY SS SPDR P High Yield ETF Reduce -0.6% 0.21% −0.03
BIV Vanguard Intermediate-Term B Reduce -25.4% 0.05% −0.03

Portfolio Buys Q1 2025 → Q2 2025
AVGO Broadcom Inc. Add +46.6% 1.32% +0.70
CRWV Coreweave Inc. Class A New 0.50% +0.50
HOOD Robinhood Markets Inc. Class A Add +6.2% 0.93% +0.49
TSLA Tesla Inc. Add +87.6% 0.86% +0.43
PLTR Palantir Technologies Inc. Class A Add +237.9% 0.45% +0.36
MRVL Marvell Technology Inc. New 0.33% +0.33
QQQ Invesco QQQ Trust Series 1 Add +2.4% 3.82% +0.22
AUSF Global X Adaptive US Factor New 0.21% +0.21
IEFA iShares Core MSCI Eafe ETF Add +111.9% 0.36% +0.18
META Meta Platforms Inc. Class A Add +6.5% 1.09% +0.18
AER Aercap Holdings NV Add +28.7% 0.69% +0.16
EQH Equitable Holdings Inc. New 0.15% +0.15
LVHI Franklin International Low V New 0.15% +0.15
WCMI FT WCM International ETF New 0.14% +0.14
SPMO Invesco S&P 500 Momentum ETF Add +203.3% 0.21% +0.14
HEQT Simplify Hedged Equity ETF Add +1413.1% 0.15% +0.14
NOW ServiceNow Inc. Add +45.5% 0.34% +0.14
FEZ State Street SPDR Euro Stoxx New 0.13% +0.13
EPI Wisdomtree India Earnings Add +485.2% 0.15% +0.13
DGT SS SPDR Global Dow ETF New 0.12% +0.12
CRWD CrowdStrike Holdings Inc. Class A Add +19.5% 0.35% +0.12
JPM JPMorgan Chase & Co. Add +0.3% 2.41% +0.10
NFLX Netflix Inc. Add +2.4% 0.41% +0.09
VUG Vanguard Mrngstar GR ETF-Sui Add +2.7% 1.12% +0.07
CGCV Cap Group Conservative Eq New 0.07% +0.07
CGDV Cap Group Dividend Value Add +278.7% 0.09% +0.07
CAT Caterpillar Inc. Add +6.2% 0.69% +0.06
GE General Electric Add +16.5% 0.26% +0.06
EMXC iShares MSCI Emr MRK Ex Chna Add +467.0% 0.07% +0.06
TSM Taiwan Semiconductor-SP ADR Add +6.4% 0.26% +0.06
GEV GE Vernova Inc. Add +30.8% 0.11% +0.05
VTI VG Morningstar TS MKT ETF-US Add +12.0% 0.61% +0.05
CIBR First Trust Nasdaq Cybersecu Add +14.7% 0.26% +0.05
QXO Qxo Inc. Add +33.7% 0.10% +0.05
FLMI Franklin Dynamic Municipal B New 0.04% +0.04
GOOGL Alphabet Inc. Class A Add +3.0% 1.16% +0.04
AOA iShares Core 80/20 Aggressiv New 0.04% +0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Add +15.4% 0.56% +0.03
CGIC Cap Group Intl Core Eq New 0.03% +0.03
IWP iShares Russell Mid-Cap Grow Add +12.9% 0.22% +0.03
RKLB Rocket Lab Corp. Add +0.2% 0.07% +0.03
AGX Argan Inc. New 0.03% +0.03
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd New 0.03% +0.03
ANET Arista Networks Inc. Add +3.3% 0.18% +0.03
FAST Fastenal Co. Add +103.0% 0.06% +0.03
GPIX GLDM SA S&P 500 PR in ETF-US New 0.03% +0.03
VDE Vanguard Energy ETF Add +207.7% 0.05% +0.03
SNOW Snowflake Inc. New 0.02% +0.02
SN Sharkninja Inc. New 0.02% +0.02
PANW Palo Alto Networks Inc. Add +2.7% 0.29% +0.02

Notes & Other Activity Q1 2025 → Q2 2025
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 Reduce -1.8% 89,288 $3.5M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 808$3.2BNVDA, QQQ, AAPL, XOM, AMZN
Q1 2026 761$2.8BNVDA, XOM, AAPL, QQQ, AMZN
Q4 2025 751$2.8BNVDA, AAPL, QQQ, AMZN, MSFT
Q3 2025 706$2.6BNVDA, AAPL, QQQ, MSFT, XOM
Q2 2025 669$2.3BNVDA, QQQ, AAPL, MSFT, XOM
Q1 2025 619$2.1BNVDA, AAPL, XOM, QQQ, AMZN
Q4 2024 624$2.1BNVDA, AAPL, QQQ, XOM, MSFT
Q3 2024 626$2.0BNVDA, AAPL, XOM, QQQ, MSFT
Q2 2024 289$833.0MNVDA, XOM, SPY, JPM, GOOGL
Q1 2024 199$600.7MMSFT, AAPL, AMZN, BRK.B, IVV