Meridian Wealth Management, LLC
•CIK: 1697300•Filing: Q4 2025
**Meridian Wealth Management, LLC** manages $2.8B across a diversified portfolio of 752 positions. The firm maintains significant exposure to technology and growth sectors, highlighted by a $149.6M allocation to NVDA and $116.6M in AAPL. Key holdings also include substantial positions in NDQ ($99.8M), AMZN ($88.6M), and MSFT ($82.7M). This concentrated approach reflects a strategic focus on market leaders across technology, industrials, and financial services.
Total AUM
$2.8B
QoQ Performance
+8.9%
Positions
477
Top 10 Concentration
35.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA5.3%
AAPL4.1%
NDQ3.5%
AMZN3.1%
MSFT2.9%
XOM2.9%
GOOGL2.3%
SPY2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.1%
Technology24.1%
Consumer7.2%
ETF4.7%
Financial3.9%
Energy3.8%
Healthcare2.8%
Industrial2.2%
🚪 Exited Positionssold since Q3 2025
+507 more exited positions
Changes from Q3 2025
NEW5 new positions
↑133 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022