1y return+19.9%S&P 500 +20.9%
3y return+62.6%S&P 500 +68.5%
5y return+69.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2019: $263 against $252 in the S&P 500.2
Meridian Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $145.8M | 4.5% | −7.4% |
| QQQInvesco Qqq Tr | $125.2M | 3.9% | +1.8% |
| AAPLApple Inc | $122.8M | 3.8% | |
| Exxon Mobil CorpCUSIP 30231G102 | $88.3M | 2.7% | −5.7% |
| AMZNAmazon Com Inc | $84.0M | 2.6% | −3.9% |
| SPYState Str Spdr S&p 500 Etf T | $76.4M | 2.4% | +1.5% |
| GOOGLAlphabet Inc | $69.4M | 2.2% | −3.1% |
| JPMJpmorgan Chase & Co | $64.0M | 2.0% | +1.3% |
| MSFTMicrosoft Corp | $62.1M | 1.9% | −1.7% |
| MUMicron Technology Inc | $53.7M | 1.7% | −3.1% |
| AVGOBroadcom Inc | $51.6M | 1.6% | +2.8% |
| AMDAdvanced Micro Devices Inc | $45.0M | 1.4% | −2.8% |
| TSMTaiwan Semiconductor Manufac | $41.6M | 1.3% | +6.6% |
| BRK/BBerkshire Hathaway Inc Del | $37.3M | 1.2% | −2.2% |
| CATCaterpillar Inc | $35.3M | 1.1% | +1.1% |
| VUGVanguard Index Fds | $35.2M | 1.1% | +1.9% |
| SPMOInvesco Exch Traded Fd Tr II | $34.5M | 1.1% | −13.5% |
| GOOGAlphabet Inc | $34.2M | 1.1% | |
| IVVIshares Tr | $33.7M | 1.0% | |
| METAMeta Platforms Inc | $32.4M | 1.0% | −12.5% |
| VTVVanguard Index Fds | $30.6M | 0.9% | +6.1% |
| TSLATesla Inc | $30.1M | 0.9% | |
| SCHGSchwab Strategic Tr | $30.1M | 0.9% | +1.5% |
| Aercap Holdings NvCUSIP N00985106 | $26.8M | 0.8% | +32.8% |
| SMTHAlps Etf Tr | $23.8M | 0.7% | +8.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | September 30, 2024 | +254.0% | $45.0M |
| SOXXIshares Tr | September 30, 2024 | +177.9% | $17.1M |
| TSMTaiwan Semiconductor Manufac | September 30, 2024 | +175.0% | $41.6M |
| CATCaterpillar Inc | September 30, 2024 | +172.3% | $35.3M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $51.6M |
| TSLATesla Inc | June 30, 2024 | +112.6% | $30.1M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $69.4M |
| GOOGAlphabet Inc | June 30, 2024 | +92.6% | $34.2M |
| GLDSpdr Gold Tr | June 30, 2024 | +71.3% | $22.3M |
| SPMOInvesco Exch Traded Fd Tr II | December 31, 2024 | +70.0% | $34.5M |
Sold off last quarter
- SPGIS&p Global Inc was $2.8M
- EPIWisdomtree Tr was $2.5M
- FNFFidelity Natl Finl Inc was $2.1M
- Honeywell Intl IncCUSIP 438516106 was $1.5M
- NLRVaneck Etf Trust was $1.4M
- IPKWInvesco Exch Traded Fd Tr II was $1.1M
- BSXBoston Scientific Corp was $1.0M
- UPROProshares Tr was $905K
- PKWInvesco Exchange Traded Fd T was $648K
- IVLUIshares Tr was $601K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.0% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +8.3% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +4.2% | +5.4% |
| June 30, 2024 | +2.4% | +4.0% |
| March 31, 2024 | +10.2% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −2.2% | −3.6% |
| June 30, 2023 | +7.4% | +8.3% |
| March 31, 2023 | +7.9% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −4.0% | −5.3% |
| June 30, 2022 | −16.9% | −16.5% |
| March 31, 2022 | −2.9% | −4.9% |
| December 31, 2021 | +9.2% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Meridian Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1697300&type=13F-HR&dateb=&owner=include&count=40CIK 1697300
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1697300/000169730026000010/Filed August 5, 2026 · accession 0001697300-26-000010