Universe · entity
Meridian Wealth Management, LLC
Institutional manager (13F) · CIK 1697300
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $137M | 786,947 |
| 2 | EXXON MOBIL CORP | $116M | 684,549 |
| 3 | APPLE INC | $107M | 422,545 |
| 4 | INVESCO QQQ TR | $96M | 167,058 |
| 5 | AMAZON COM INC | $76M | 366,672 |
| 6 | STATE STR SPDR S&P 500 ETF T | $66M | 100,803 |
| 7 | MICROSOFT CORP | $63M | 169,280 |
| 8 | ALPHABET INC | $58M | 200,519 |
| 9 | JPMORGAN CHASE & CO | $57M | 193,088 |
| 10 | BROADCOM INC | $41M | 132,838 |
| 11 | META PLATFORMS INC | $38M | 65,645 |
| 12 | SPDR GOLD TR | $37M | 85,389 |
| 13 | BERKSHIRE HATHAWAY INC DEL | $37M | 76,222 |
| 14 | ISHARES TR | $30M | 45,451 |
| 15 | VANGUARD INDEX FDS | $29M | 65,289 |
| 16 | ALPHABET INC | $28M | 96,544 |
| 17 | INVESCO EXCH TRADED FD TR II | $28M | 246,978 |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | $28M | 81,620 |
| 19 | TESLA INC | $26M | 71,195 |
| 20 | VANGUARD INDEX FDS | $26M | 132,533 |
| 21 | SCHWAB STRATEGIC TR | $26M | 876,273 |
| 22 | CATERPILLAR INC | $23M | 32,776 |
| 23 | ALPS ETF TR | $22M | 855,270 |
| 24 | WALMART INC | $22M | 173,985 |
| 25 | VANGUARD BD INDEX FDS | $20M | 277,700 |
| 26 | VANGUARD INDEX FDS | $20M | 32,764 |
| 27 | PALANTIR TECHNOLOGIES INC | $19M | 130,559 |
| 28 | AERCAP HOLDINGS NV | $19M | 138,276 |
| 29 | COSTCO WHOLESALE CORPORATION | $18M | 18,063 |
| 30 | VANGUARD INDEX FDS | $18M | 55,047 |
| 31 | ABBVIE INC | $17M | 76,404 |
| 32 | VANGUARD INDEX FDS | $17M | 75,953 |
| 33 | ADVANCED MICRO DEVICES INC | $16M | 79,803 |
| 34 | MICRON TECHNOLOGY INC | $16M | 48,008 |
| 35 | CHEVRON CORPORATION | $16M | 77,691 |
| 36 | INTUITIVE SURGICAL INC | $16M | 33,870 |
| 37 | SHOPIFY INC | $15M | 123,830 |
| 38 | SCHWAB STRATEGIC TR | $15M | 587,923 |
| 39 | SPDR SERIES TRUST | $14M | 255,324 |
| 40 | ISHARES TR | $14M | 212,780 |
| 41 | ISHARES SILVER TR | $14M | 205,248 |
| 42 | KLA CORP | $14M | 9,456 |
| 43 | SPDR SERIES TRUST | $14M | 180,158 |
| 44 | JOHNSON & JOHNSON | $14M | 56,350 |
| 45 | ISHARES TR | $14M | 193,078 |
| 46 | ISHARES TR | $13M | 148,237 |
| 47 | FIRST TR EXCHNG TRADED FD VI | $13M | 392,738 |
| 48 | INTERNATIONAL BUSINESS MACHS | $13M | 53,785 |
| 49 | ELI LILLY & CO | $13M | 13,836 |
| 50 | VANECK ETF TRUST | $12M | 132,055 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.