Meridian Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Meridian Wealth Management, LLC reported 751 stock positions worth $2.8 billion. Its top holding was Nvidia (NVDA) at 5.3% of the portfolio, followed by Apple (AAPL, 4.1%) and Invesco QQQ Trust Series 1 (QQQ, 3.5%). Compared with Q3 2025, it opened 83 new positions, sold out of 38, added to 411 and reduced 203. The biggest buy was Alphabet Class A (GOOGL, shares +34%) and the biggest sale Vanguard Total Bond Market (BND, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- LEXINGTON, KY
- CIK
- 0001697300
- Portfolio Value
- $2.8B (Q4 2025)
- SEC Filing
- 0001697300-26-000002 ↗ filed Feb 4, 2026
Holdings Value
Holdings 751 stocks · $2.8B
| NVDA Nvidia Corp. | 5.27% | 802,078 | $149.6M | Add +5.6% |
| AAPL Apple Inc. | 4.11% | 428,805 | $116.6M | Add +6.7% |
| QQQ Invesco QQQ Trust Series 1 | 3.52% | 162,458 | $99.8M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 3.12% | 383,810 | $88.6M | Add +15.4% |
| MSFT Microsoft Corp. | 2.91% | 170,948 | $82.7M | Add +4.1% |
| XOM Exxon Mobil Corp. | 2.87% | 676,521 | $81.4M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 2.33% | 211,436 | $66.2M | Add +34.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.29% | 95,187 | $65.0M | Add +3.4% |
| JPM JPMorgan Chase & Co. | 2.24% | 196,938 | $63.5M | Add +0.6% |
| AVGO Broadcom Inc. | 1.62% | 132,630 | $45.9M | Add +5.7% |
| META Meta Platforms Inc. Class A | 1.46% | 62,772 | $41.4M | Add +99.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 71,745 | $36.1M | Add +3.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.14% | 66,450 | $32.4M | Reduce -3.9% |
| TSLA Tesla Inc. | 1.14% | 72,015 | $32.4M | Add +15.7% |
| GOOG Alphabet Inc. Class C | 1.11% | 100,616 | $31.6M | Reduce -2.1% |
| IVV iShares Core S&P 500 ETF | 1.10% | 45,626 | $31.3M | Reduce -1.2% |
| SPMO Invesco S&P 500 Momentum ETF | 1.04% | 246,665 | $29.4M | Add +1.3% |
| GLD SPDR Gold Shares | 1.02% | 72,710 | $28.8M | Add +14.2% |
| SCHG Schwab US Large-Cap Growth | 0.98% | 854,002 | $27.9M | Add +3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.87% | 129,464 | $24.7M | Add +2.6% |
| PLTR Palantir Technologies Inc. Class A | 0.84% | 134,257 | $23.9M | Add +9.6% |
| HOOD Robinhood Markets Inc. Class A | 0.83% | 208,253 | $23.6M | Reduce -10.3% |
| SHOP Shopify Inc. Class A | 0.78% | 137,081 | $22.1M | Add +10.8% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.76% | 832,218 | $21.7M | New |
| CAT Caterpillar Inc. | 0.73% | 36,278 | $20.8M | Reduce -4.4% |
| BND Vanguard Total Bond Market | 0.71% | 272,061 | $20.2M | Reduce -44.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.71% | 65,974 | $20.0M | Add +27.9% |
| ISRG Intuitive Surgical Inc. | 0.68% | 34,013 | $19.3M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 0.66% | 29,791 | $18.7M | Add +3.5% |
| AER Aercap Holdings NV | 0.65% | 129,211 | $18.6M | Reduce -5.8% |
| WMT Walmart Inc. | 0.65% | 165,062 | $18.4M | Add +7.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 54,563 | $18.3M | Add +4.6% |
| ABBV Abbvie Inc. | 0.61% | 75,198 | $17.2M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.56% | 18,410 | $15.9M | Add +0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.55% | 73,777 | $15.6M | Add +4.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.55% | 52,635 | $15.6M | Add +1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.53% | 187,100 | $15.0M | Add +69.1% |
| LLY Eli Lilly & Co. | 0.52% | 13,818 | $14.9M | Add +24.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.51% | 253,390 | $14.4M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.49% | 211,713 | $14.0M | Add +1.1% |
| SCHF Schwab Intl Equity ETF | 0.49% | 576,948 | $13.9M | Add +2.6% |
| AMD Advanced Micro Devices | 0.47% | 62,803 | $13.4M | Add +123.0% |
| AUSF Global X Adaptive US Factor | 0.47% | 289,957 | $13.4M | Add +4.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.46% | 384,142 | $13.2M | Add +2.3% |
| DGRO iShares Core Dividend Growth | 0.46% | 188,793 | $13.1M | Reduce -0.0% |
| HD Home Depot Inc. | 0.45% | 36,716 | $12.6M | Add +1.8% |
| SCHB Schwab US Broad Market ETF | 0.43% | 467,241 | $12.3M | Reduce -3.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.43% | 135,886 | $12.2M | Add +5.6% |
| CVX Chevron Corp. | 0.42% | 77,698 | $11.8M | Reduce -1.4% |
| XSMO Invesco S&P Smallcap Momentu | 0.42% | 164,108 | $11.8M | Add +26.8% |
| ORCL Oracle Corp. | 0.42% | 60,482 | $11.8M | Add +19.3% |
| SLV iShares Silver Trust | 0.41% | 181,558 | $11.7M | Reduce -4.9% |
| KLAC KLA Corp. | 0.41% | 9,578 | $11.6M | Add +7.2% |
| GDX Vaneck Gold Miners ETF | 0.40% | 132,723 | $11.4M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.39% | 52,902 | $10.9M | Reduce -0.8% |
| V Visa Inc. Class A | 0.38% | 30,762 | $10.8M | Add +10.7% |
| RTX RTX Corp. | 0.36% | 55,696 | $10.2M | Reduce -1.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.36% | 94,548 | $10.1M | Add +49.7% |
| MA Mastercard Inc. Class A | 0.35% | 17,240 | $9.8M | Add +8.3% |
| SYBT Stock Yards Bancorp Inc. | 0.34% | 150,004 | $9.7M | Add +0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.34% | 86,347 | $9.5M | Reduce -0.3% |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.33% | 186,893 | $9.2M | New |
| SOXX iShares Semiconductor ETF | 0.32% | 30,096 | $9.1M | Reduce -6.7% |
| RDDT Reddit Inc. Class A | 0.32% | 39,289 | $9.0M | Reduce -33.8% |
| IGM iShares Expanded Tech Sector | 0.29% | 64,220 | $8.3M | No change |
| PG The Procter & Gamble Co. | 0.29% | 57,315 | $8.2M | Add +3.8% |
| NFLX Netflix Inc. | 0.29% | 86,920 | $8.1M | Add +13.6% |
| TFLO iShares Treasury Floating Ra | 0.29% | 160,770 | $8.1M | Add +76.1% |
| PEP Pepsico Inc. | 0.28% | 56,182 | $8.1M | Add +1.9% |
| VCIT Vanguard Int-Term Corporate | 0.28% | 94,988 | $8.0M | Add +12.1% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 25,217 | $7.8M | Add +2.6% |
| MRK Merck & Co. Inc. | 0.27% | 72,747 | $7.7M | Reduce -1.0% |
| IDMO Invesco S&P International DE | 0.27% | 136,569 | $7.6M | Add +1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 16,180 | $7.6M | Add +18.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 92,336 | $7.4M | Add +14.2% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.26% | 294,657 | $7.3M | Reduce -25.6% |
| SCHM Schwab US Mid Cap ETF | 0.26% | 241,069 | $7.2M | Add +1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.26% | 79,170 | $7.2M | Add +4.0% |
| CDX Simplify High Yield ETF | 0.25% | 319,206 | $7.1M | New |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 31,986 | $7.0M | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.24% | 29,575 | $6.8M | Reduce -21.0% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 56,097 | $6.7M | Reduce -0.8% |
| IQLT iShares MSCI International Q | 0.23% | 146,604 | $6.7M | Reduce -17.3% |
| SCHA Schwab US Small-Cap ETF | 0.23% | 232,178 | $6.6M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 0.23% | 35,485 | $6.5M | Add +7.6% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 100,226 | $6.3M | Add +24.8% |
| JMBS Janus Henderson Mortg Backed | 0.22% | 136,190 | $6.2M | New |
| DE Deere & Co. | 0.22% | 13,348 | $6.2M | Reduce -17.6% |
| ANET Arista Networks Inc. | 0.22% | 47,392 | $6.2M | Add +19.7% |
| CRM Salesforce Inc. | 0.22% | 23,109 | $6.1M | Reduce -8.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.21% | 12,621 | $6.1M | Reduce -13.1% |
| PWB Invesco Large Cap Growth ETF | 0.21% | 46,809 | $5.9M | Reduce -5.0% |
| MAIN Main Street Capital Corp. | 0.21% | 98,285 | $5.9M | Add +0.9% |
| VRP Invesco Variable Rate Prefer | 0.21% | 239,539 | $5.8M | Add +4.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.20% | 20,809 | $5.8M | Reduce -1.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.20% | 22,948 | $5.8M | Add +22.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.20% | 106,744 | $5.6M | Reduce -28.7% |
| WCMI FT WCM International ETF | 0.19% | 324,196 | $5.5M | Add +31.3% |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 40,270 | $5.5M | Add +2.2% |
| KMI Kinder Morgan Inc. | 0.19% | 198,992 | $5.5M | Add +9.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 75,712 | $3.9M | Add +6.8% |
Total filed on the 13F, all lines: $2.8B.
Portfolio Sells Q3 2025 → Q4 2025
| BND Vanguard Total Bond Market | Reduce -44.0% | 0.71% | −0.68 |
| HOOD Robinhood Markets Inc. Class A | Reduce -10.3% | 0.83% | −0.45 |
| GOVT iShares US Treasury Bond ETF | Reduce -82.3% | 0.07% | −0.36 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 3.52% | −0.26 |
| AMSC American Superconductor Corp. | Sold out | 0.00% | −0.21 |
| RDDT Reddit Inc. Class A | Reduce -33.8% | 0.32% | −0.21 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -95.4% | 0.01% | −0.18 |
| SPHY SS SPDR P High Yield ETF | Reduce -88.4% | 0.02% | −0.18 |
| SCHD Schwab US DVD Equity ETF | Reduce -50.7% | 0.12% | −0.15 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Reduce -25.6% | 0.26% | −0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.9% | 1.14% | −0.12 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -28.7% | 0.20% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 2.87% | −0.10 |
| UL Unilever PLC-Sponsored ADR | Reduce -87.7% | 0.01% | −0.10 |
| UNP Union Pacific Corp. | Reduce -21.0% | 0.24% | −0.10 |
| GSBD Goldman Sachs BDC Inc. | Reduce -60.5% | 0.04% | −0.09 |
| OWL Blue Owl Capital Inc. | Sold out | 0.00% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 1.10% | −0.08 |
| IBDT iShares Ibonds Dec 2028 ETF | Sold out | 0.00% | −0.08 |
| URA Global X Uranium ETF | Reduce -89.2% | 0.01% | −0.07 |
| ADBE Adobe Inc. | Reduce -53.7% | 0.05% | −0.07 |
| SNY Sanofi-ADR | Reduce -84.0% | 0.01% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.61% | −0.07 |
| IQLT iShares MSCI International Q | Reduce -17.3% | 0.23% | −0.07 |
| DE Deere & Co. | Reduce -17.6% | 0.22% | −0.07 |
| NOW ServiceNow Inc. | Reduce -22.5% | 0.09% | −0.06 |
| COF Capital One Financial Corp. | Reduce -78.4% | 0.02% | −0.06 |
| CVX Chevron Corp. | Reduce -1.4% | 0.42% | −0.05 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -66.0% | 0.02% | −0.05 |
| RIOT Riot Platforms Inc. | Reduce -5.6% | 0.07% | −0.05 |
| SCHB Schwab US Broad Market ETF | Reduce -3.8% | 0.43% | −0.05 |
| XLE SS Energy Select Sector | Reduce -19.6% | 0.13% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -13.1% | 0.21% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -6.3% | 0.19% | −0.04 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.04 |
| ENVX Enovix Corp. | Reduce -25.6% | 0.04% | −0.04 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -70.7% | 0.01% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -12.4% | 0.12% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.4% | 0.51% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.8% | 0.20% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -4.5% | 0.12% | −0.03 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.3% | 0.34% | −0.03 |
| APP AppLovin Corp. Class A | Reduce -15.2% | 0.09% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -0.0% | 0.46% | −0.03 |
| ABT Abbott Laboratories | Reduce -21.7% | 0.06% | −0.03 |
| MTBA Simplify MBS ETF | Reduce -73.9% | 0.01% | −0.03 |
| SPMB SS SPDR P Mort Back Bond ETF | Sold out | 0.00% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -72.4% | 0.01% | −0.03 |
| PWB Invesco Large Cap Growth ETF | Reduce -5.0% | 0.21% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +34.2% | 2.33% | +0.86 |
| SMTH Alps SMTH Cor BD Plus ETF | New | 0.76% | +0.76 |
| META Meta Platforms Inc. Class A | Add +99.5% | 1.46% | +0.57 |
| XFIV Bondbloxx BBG 5 YR US Treas | New | 0.33% | +0.33 |
| AMZN Amazon.com Inc. | Add +15.4% | 3.12% | +0.32 |
| AMD Advanced Micro Devices | Add +123.0% | 0.47% | +0.30 |
| CDX Simplify High Yield ETF | New | 0.25% | +0.25 |
| JMBS Janus Henderson Mortg Backed | New | 0.22% | +0.22 |
| LLY Eli Lilly & Co. | Add +24.1% | 0.52% | +0.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +69.1% | 0.53% | +0.20 |
| AAPL Apple Inc. | Add +6.7% | 4.11% | +0.18 |
| TSM Taiwan Semiconductor-SP ADR | Add +27.9% | 0.71% | +0.15 |
| GLD SPDR Gold Shares | Add +14.2% | 1.02% | +0.15 |
| AKRE Akre Focus ETF | New | 0.14% | +0.14 |
| FISV Fiserv Inc. | Add +2632.9% | 0.13% | +0.12 |
| TFLO iShares Treasury Floating Ra | Add +76.1% | 0.29% | +0.11 |
| ISRG Intuitive Surgical Inc. | Add +2.0% | 0.68% | +0.11 |
| APH Amphenol Corp. Class A | Add +773.5% | 0.12% | +0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +49.7% | 0.36% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +86.0% | 0.19% | +0.09 |
| DRI Darden Restaurants Inc. | New | 0.08% | +0.08 |
| ACIO Aptus Collared Invest Opp | New | 0.08% | +0.08 |
| NET Cloudflare Inc. Class A | Add +188.3% | 0.14% | +0.08 |
| TSLA Tesla Inc. | Add +15.7% | 1.14% | +0.08 |
| CFG Citizens Financial Group | New | 0.07% | +0.07 |
| SHOP Shopify Inc. Class A | Add +10.8% | 0.78% | +0.07 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Add +166.3% | 0.11% | +0.07 |
| SOXQ Invesco PHLX Semiconductor | New | 0.07% | +0.07 |
| XSVN Bondbloxx BBG 7 YR US Treas | Add +150.6% | 0.11% | +0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +265.7% | 0.08% | +0.06 |
| XSMO Invesco S&P Smallcap Momentu | Add +26.8% | 0.42% | +0.05 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +290.8% | 0.07% | +0.05 |
| SMH Vaneck Semiconductor ETF | Add +44.4% | 0.15% | +0.05 |
| SCIO FT Struct Credit Inc. Opp ETF | New | 0.05% | +0.05 |
| TTD Trade Desk Inc./the Class A | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | Add +63.4% | 0.07% | +0.04 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +370.5% | 0.05% | +0.04 |
| KLAC KLA Corp. | Add +7.2% | 0.41% | +0.04 |
| WMT Walmart Inc. | Add +7.3% | 0.65% | +0.04 |
| INOD Innodata Inc. | Add +237.6% | 0.08% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +24.8% | 0.22% | +0.04 |
| QQQI Neos Nasdaq-100 High Inc. ETF | New | 0.04% | +0.04 |
| DRSK Aptus Defined Risk ETF | Add +496.7% | 0.04% | +0.03 |
| WCMI FT WCM International ETF | Add +31.3% | 0.19% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +212.5% | 0.05% | +0.03 |
| MMKT Texas Cap Govt MNY MRKT ETF | New | 0.03% | +0.03 |
| P Everpure Inc. Class A | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | Add +29.4% | 0.10% | +0.03 |
| TSCO Tractor Supply Company | Add +199.7% | 0.05% | +0.03 |
| TJX TJX Companies Inc. | Add +50.8% | 0.09% | +0.03 |
Notes & Other Activity Q3 2025 → Q4 2025
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | Add +6.8% | 75,712 | $3.9M |
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 |