Meridian Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Meridian Wealth Management, LLC reported 706 stock positions worth $2.6 billion. Its top holding was Nvidia (NVDA) at 5.4% of the portfolio, followed by Apple (AAPL, 3.9%) and Invesco QQQ Trust Series 1 (QQQ, 3.8%). Compared with Q2 2025, it opened 63 new positions, sold out of 26, added to 334 and reduced 257. The biggest buy was Invesco S&P 500 Momentum ETF (SPMO, shares +465%) and the biggest sale Coreweave Class A (CRWV, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- LEXINGTON, KY
- CIK
- 0001697300
- Portfolio Value
- $2.6B (Q3 2025)
- SEC Filing
- 0001697300-25-000010 ↗ filed Nov 4, 2025
Holdings Value
Holdings 706 stocks · $2.6B
| NVDA Nvidia Corp. | 5.44% | 759,603 | $141.7M | Reduce -1.4% |
| AAPL Apple Inc. | 3.93% | 401,795 | $102.3M | Add +2.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.78% | 163,944 | $98.4M | Add +1.1% |
| MSFT Microsoft Corp. | 3.26% | 164,157 | $85.0M | Add +1.8% |
| XOM Exxon Mobil Corp. | 2.97% | 686,920 | $77.5M | Reduce -4.3% |
| AMZN Amazon.com Inc. | 2.80% | 332,479 | $73.0M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 2.37% | 195,698 | $61.7M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.35% | 92,091 | $61.3M | Add +0.2% |
| AVGO Broadcom Inc. | 1.59% | 125,543 | $41.4M | Add +12.0% |
| GOOGL Alphabet Inc. Class A | 1.47% | 157,592 | $38.3M | Add +2.8% |
| BND Vanguard Total Bond Market | 1.39% | 485,794 | $36.1M | Add +5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.34% | 69,366 | $34.9M | Reduce -5.3% |
| HOOD Robinhood Markets Inc. Class A | 1.28% | 232,178 | $33.2M | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.26% | 69,112 | $32.8M | Add +16.0% |
| IVV iShares Core S&P 500 ETF | 1.18% | 46,168 | $30.8M | Reduce -1.7% |
| SPMO Invesco S&P 500 Momentum ETF | 1.13% | 243,512 | $29.5M | Add +465.4% |
| TSLA Tesla Inc. | 1.06% | 62,233 | $27.7M | Reduce -1.5% |
| SCHG Schwab US Large-Cap Growth | 1.01% | 827,665 | $26.4M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 0.96% | 102,814 | $25.0M | Add +4.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.90% | 126,131 | $23.4M | Add +4.4% |
| META Meta Platforms Inc. Class A | 0.89% | 31,468 | $23.1M | Reduce -9.1% |
| GLD SPDR Gold Shares | 0.87% | 63,697 | $22.6M | Add +34.9% |
| PLTR Palantir Technologies Inc. Class A | 0.86% | 122,507 | $22.3M | Add +58.2% |
| SHOP Shopify Inc. Class A | 0.71% | 123,675 | $18.4M | Add +0.7% |
| CAT Caterpillar Inc. | 0.70% | 37,963 | $18.1M | Reduce -8.3% |
| VOO Vanguard S&P 500 ETF | 0.68% | 28,790 | $17.6M | Reduce -3.1% |
| ABBV Abbvie Inc. | 0.67% | 75,648 | $17.5M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 52,161 | $17.1M | Add +11.5% |
| COST Costco Wholesale Corp. | 0.65% | 18,268 | $16.9M | Reduce -1.3% |
| AER Aercap Holdings NV | 0.64% | 137,087 | $16.6M | Add +0.0% |
| WMT Walmart Inc. | 0.61% | 153,872 | $15.9M | Add +4.1% |
| ISRG Intuitive Surgical Inc. | 0.57% | 33,338 | $14.9M | Add +2.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.57% | 70,654 | $14.7M | Add +5.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 52,074 | $14.7M | Add +0.8% |
| HD Home Depot Inc. | 0.56% | 36,075 | $14.6M | Add +1.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.55% | 51,568 | $14.4M | Add +90.8% |
| ORCL Oracle Corp. | 0.55% | 50,712 | $14.3M | Add +6.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.54% | 254,451 | $14.1M | Add +1.3% |
| IJH iShares Core S&P Midcap ETF | 0.53% | 209,407 | $13.7M | Add +0.0% |
| RDDT Reddit Inc. Class A | 0.52% | 59,352 | $13.7M | Reduce -7.5% |
| SCHF Schwab Intl Equity ETF | 0.50% | 562,327 | $13.1M | Add +0.7% |
| AUSF Global X Adaptive US Factor | 0.50% | 278,581 | $13.0M | Add +153.8% |
| DGRO iShares Core Dividend Growth | 0.49% | 188,840 | $12.9M | Reduce -0.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.48% | 375,508 | $12.5M | Add +2.3% |
| SCHB Schwab US Broad Market ETF | 0.48% | 485,586 | $12.5M | Add +0.5% |
| CVX Chevron Corp. | 0.47% | 78,813 | $12.2M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.43% | 128,703 | $11.2M | Add +27.9% |
| GOVT iShares US Treasury Bond ETF | 0.43% | 484,147 | $11.2M | Add +4.9% |
| SYBT Stock Yards Bancorp Inc. | 0.40% | 149,854 | $10.5M | Add +3.7% |
| GDX Vaneck Gold Miners ETF | 0.39% | 133,899 | $10.2M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.38% | 53,336 | $9.9M | Add +22.4% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.38% | 395,852 | $9.9M | Add +6.2% |
| KLAC KLA Corp. | 0.37% | 8,932 | $9.6M | Add +0.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.37% | 86,606 | $9.6M | Add +3.9% |
| XSMO Invesco S&P Smallcap Momentu | 0.37% | 129,466 | $9.5M | Add +16.8% |
| V Visa Inc. Class A | 0.36% | 27,791 | $9.5M | Add +7.2% |
| RTX RTX Corp. | 0.36% | 56,472 | $9.4M | Reduce -4.4% |
| NFLX Netflix Inc. | 0.35% | 7,649 | $9.2M | Add +7.7% |
| MA Mastercard Inc. Class A | 0.35% | 15,911 | $9.1M | Add +20.8% |
| UNP Union Pacific Corp. | 0.34% | 37,444 | $8.9M | Add +2.8% |
| SOXX iShares Semiconductor ETF | 0.34% | 32,268 | $8.7M | Reduce -2.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.33% | 110,666 | $8.7M | Add +4.9% |
| LLY Eli Lilly & Co. | 0.33% | 11,133 | $8.5M | Add +10.3% |
| PG The Procter & Gamble Co. | 0.33% | 55,242 | $8.5M | Reduce -1.3% |
| SLV iShares Silver Trust | 0.31% | 191,002 | $8.1M | Reduce -0.5% |
| IGM iShares Expanded Tech Sector | 0.31% | 64,220 | $8.1M | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 149,785 | $7.9M | Add +0.2% |
| IQLT iShares MSCI International Q | 0.30% | 177,298 | $7.8M | Add +7.0% |
| PEP Pepsico Inc. | 0.30% | 55,158 | $7.7M | Reduce -1.8% |
| DE Deere & Co. | 0.28% | 16,190 | $7.4M | Add +14.7% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 24,584 | $7.4M | Add +5.2% |
| IDMO Invesco S&P International DE | 0.28% | 134,594 | $7.3M | New |
| VCIT Vanguard Int-Term Corporate | 0.27% | 84,723 | $7.1M | Add +8.3% |
| SCHM Schwab US Mid Cap ETF | 0.27% | 238,525 | $7.1M | Reduce -2.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.27% | 76,111 | $7.0M | Add +4.4% |
| SCHD Schwab US DVD Equity ETF | 0.27% | 255,254 | $7.0M | Add +5.6% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 32,100 | $6.9M | Add +1.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.26% | 14,521 | $6.7M | Reduce -31.8% |
| PANW Palo Alto Networks Inc. | 0.26% | 32,973 | $6.7M | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 56,541 | $6.7M | Reduce -0.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 13,632 | $6.7M | Reduce -14.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 63,165 | $6.6M | Reduce -1.2% |
| SCHA Schwab US Small-Cap ETF | 0.25% | 234,137 | $6.5M | Reduce -5.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 80,890 | $6.5M | Add +10.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.24% | 21,183 | $6.2M | Add +2.0% |
| MAIN Main Street Capital Corp. | 0.24% | 97,358 | $6.2M | Reduce -2.7% |
| PWB Invesco Large Cap Growth ETF | 0.24% | 49,299 | $6.2M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.24% | 73,486 | $6.2M | Add +3.1% |
| CRM Salesforce Inc. | 0.23% | 25,177 | $6.0M | Add +6.1% |
| UNH Unitedhealth Group Inc. | 0.23% | 17,116 | $5.9M | Reduce -15.2% |
| ANET Arista Networks Inc. | 0.22% | 39,600 | $5.8M | Reduce -2.4% |
| VRP Invesco Variable Rate Prefer | 0.22% | 228,385 | $5.6M | Add +1.0% |
| IWP iShares Russell Mid-Cap Grow | 0.22% | 39,415 | $5.6M | Add +5.5% |
| DHI D.R. Horton Inc. | 0.21% | 32,489 | $5.5M | Add +5.2% |
| AMSC American Superconductor Corp. | 0.21% | 91,102 | $5.4M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 21,949 | $5.4M | Add +11.1% |
| SPHY SS SPDR P High Yield ETF | 0.20% | 221,820 | $5.3M | Add +9.1% |
| ARES Ares Management Corp. Class A | 0.20% | 32,697 | $5.2M | Reduce -3.7% |
| KMI Kinder Morgan Inc. | 0.20% | 182,021 | $5.2M | Add +4.7% |
| SO The Southern Co. | 0.19% | 52,599 | $5.0M | Reduce -8.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 70,860 | $3.5M | New |
Total filed on the 13F, all lines: $2.6B.
Portfolio Sells Q2 2025 → Q3 2025
| CRWV Coreweave Inc. Class A | Reduce -95.7% | 0.02% | −0.49 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -92.8% | 0.03% | −0.43 |
| AMD Advanced Micro Devices | Reduce -68.7% | 0.17% | −0.37 |
| XOM Exxon Mobil Corp. | Reduce -4.3% | 2.97% | −0.34 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -83.4% | 0.06% | −0.32 |
| XMHQ Invesco S&P Midcap Qual ETF | Sold out | 0.00% | −0.24 |
| MRVL Marvell Technology Inc. | Reduce -72.0% | 0.09% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -9.1% | 0.89% | −0.21 |
| NOW ServiceNow Inc. | Reduce -42.7% | 0.16% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.3% | 1.34% | −0.18 |
| EOG EOG Resources Inc. | Reduce -94.3% | 0.01% | −0.16 |
| HACK Amplify Cybersecurity ETF | Reduce -84.1% | 0.03% | −0.15 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -31.8% | 0.26% | −0.14 |
| TFLO iShares Treasury Floating Ra | Reduce -37.8% | 0.18% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 0.65% | −0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -14.9% | 0.26% | −0.09 |
| VRT Vertiv Holdings Co. Class A | Reduce -84.3% | 0.02% | −0.08 |
| IOO iShares Global 100 ETF | Reduce -45.8% | 0.10% | −0.08 |
| TRI Thomson Reuters Corp. | Reduce -2.7% | 0.15% | −0.07 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -18.1% | 0.19% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 1.18% | −0.07 |
| USO United States Oil Fund LP | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.33% | −0.06 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.1% | 1.01% | −0.05 |
| ARES Ares Management Corp. Class A | Reduce -3.7% | 0.20% | −0.05 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -3.1% | 0.68% | −0.04 |
| FTNT Fortinet Inc. | Reduce -58.9% | 0.02% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -15.2% | 0.23% | −0.04 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.04 |
| GSLC Goldman Activebeta US LC ETF | Reduce -26.8% | 0.09% | −0.04 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -41.0% | 0.04% | −0.04 |
| WAT Waters Corp. | Reduce -3.3% | 0.10% | −0.03 |
| SO The Southern Co. | Reduce -8.2% | 0.19% | −0.03 |
| ADBE Adobe Inc. | Reduce -3.9% | 0.12% | −0.03 |
| RKLB Rocket Lab Corp. | Reduce -53.8% | 0.04% | −0.03 |
| CAH Cardinal Health Inc. | Reduce -42.8% | 0.03% | −0.03 |
| AGX Argan Inc. | Sold out | 0.00% | −0.03 |
| AI C3.AI Inc. Class A | Sold out | 0.00% | −0.03 |
| EQH Equitable Holdings Inc. | Reduce -0.5% | 0.12% | −0.03 |
| PM Philip Morris International | Reduce -1.6% | 0.09% | −0.03 |
| FISV Fiserv Inc. | Reduce -58.9% | 0.01% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -2.1% | 0.18% | −0.02 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.02 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.02 |
| SN Sharkninja Inc. | Sold out | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Reduce -17.8% | 0.05% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -0.1% | 0.49% | −0.02 |
| OWL Blue Owl Capital Inc. | Reduce -0.6% | 0.08% | −0.02 |
| DLR Digital Realty Trust Inc. | Reduce -3.0% | 0.14% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| SPMO Invesco S&P 500 Momentum ETF | Add +465.4% | 1.13% | +0.92 |
| AAPL Apple Inc. | Add +2.5% | 3.93% | +0.49 |
| PLTR Palantir Technologies Inc. Class A | Add +58.2% | 0.86% | +0.41 |
| HOOD Robinhood Markets Inc. Class A | Add +0.3% | 1.28% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 1.47% | +0.32 |
| TSM Taiwan Semiconductor-SP ADR | Add +90.8% | 0.55% | +0.29 |
| AUSF Global X Adaptive US Factor | Add +153.8% | 0.50% | +0.29 |
| IDMO Invesco S&P International DE | New | 0.28% | +0.28 |
| AVGO Broadcom Inc. | Add +12.0% | 1.59% | +0.27 |
| GLD SPDR Gold Shares | Add +34.9% | 0.87% | +0.25 |
| GOOG Alphabet Inc. Class C | Add +4.0% | 0.96% | +0.21 |
| AMSC American Superconductor Corp. | New | 0.21% | +0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +16.0% | 1.26% | +0.14 |
| IREN Iren Ltd. | New | 0.11% | +0.11 |
| RIOT Riot Platforms Inc. | New | 0.11% | +0.11 |
| GRNY Fundstr Gran SH US LRG Cap | New | 0.11% | +0.11 |
| ORCL Oracle Corp. | Add +6.6% | 0.55% | +0.10 |
| SOFI Sofi Technologies Inc. | New | 0.10% | +0.10 |
| SHOP Shopify Inc. Class A | Add +0.7% | 0.71% | +0.10 |
| JNJ Johnson & Johnson | Add +22.4% | 0.38% | +0.09 |
| XMMO Invesco S&P Midcap Momentum | New | 0.09% | +0.09 |
| FLDR Fidelity Low Durat Fact ETF | New | 0.08% | +0.08 |
| APP AppLovin Corp. Class A | Add +81.4% | 0.12% | +0.08 |
| URA Global X Uranium ETF | New | 0.08% | +0.08 |
| XME SS SPDR S&P Metals Mining | Add +177.0% | 0.10% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +27.9% | 0.43% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +144.3% | 0.10% | +0.06 |
| COF Capital One Financial Corp. | Add +334.8% | 0.08% | +0.06 |
| JHPI John Hancock Preferred Incom | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | Add +39.1% | 0.16% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.5% | 0.66% | +0.05 |
| XSMO Invesco S&P Smallcap Momentu | Add +16.8% | 0.37% | +0.04 |
| DHI D.R. Horton Inc. | Add +5.2% | 0.21% | +0.04 |
| BAC Bank of America Corp. | Add +54.6% | 0.12% | +0.04 |
| INOD Innodata Inc. | New | 0.04% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +46.9% | 0.10% | +0.04 |
| RGTI Rigetti Computing Inc. | New | 0.03% | +0.03 |
| BNY Bank of New York Mellon Corp. | Add +168.8% | 0.05% | +0.03 |
| GLDM SPDR Gold Minishares Trust | New | 0.03% | +0.03 |
| SHLD Global X Defense Tech ETF | New | 0.03% | +0.03 |
| MA Mastercard Inc. Class A | Add +20.8% | 0.35% | +0.03 |
| KLAC KLA Corp. | Add +0.5% | 0.37% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +26.6% | 0.18% | +0.03 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | New | 0.03% | +0.03 |
| GE General Electric | Add +5.2% | 0.28% | +0.03 |
| OEF iShares S&P 100 ETF | Add +30.1% | 0.12% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +154.5% | 0.04% | +0.03 |
| TT Trane Technologies PLC | Add +290.6% | 0.04% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Add +17.4% | 0.16% | +0.02 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +118.1% | 0.04% | +0.02 |
Notes & Other Activity Q2 2025 → Q3 2025
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Sold out | 89,288 | $3.5Mbefore exit |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | New | 70,860 | $3.5M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 808 | $3.2B | NVDA, QQQ, AAPL, XOM, AMZN |
| Q1 2026 | 761 | $2.8B | NVDA, XOM, AAPL, QQQ, AMZN |
| Q4 2025 | 751 | $2.8B | NVDA, AAPL, QQQ, AMZN, MSFT |
| Q3 2025 | 706 | $2.6B | NVDA, AAPL, QQQ, MSFT, XOM |
| Q2 2025 | 669 | $2.3B | NVDA, QQQ, AAPL, MSFT, XOM |
| Q1 2025 | 619 | $2.1B | NVDA, AAPL, XOM, QQQ, AMZN |
| Q4 2024 | 624 | $2.1B | NVDA, AAPL, QQQ, XOM, MSFT |
| Q3 2024 | 626 | $2.0B | NVDA, AAPL, XOM, QQQ, MSFT |
| Q2 2024 | 289 | $833.0M | NVDA, XOM, SPY, JPM, GOOGL |
| Q1 2024 | 199 | $600.7M | MSFT, AAPL, AMZN, BRK.B, IVV |