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13F holdings · Q2 2026

Meridian Wealth Management

Lexington, KY · files as Meridian Wealth Management, LLC
Holdings as of Jun 30, 2026Filed Aug 5, 2026Next filing due Nov 16, 2026CIK 1697300

Meridian Wealth Management reported 809 stocks worth $3.2B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are NVDA (4.5%), QQQ (3.9%) and AAPL (3.8%). Compared with Q1 2026, the fund opened new positions in XMMO, BKGI and NBIS, added to QQQ, AAPL and SPY, trimmed NVDA, XOM and AMZN and sold out of SPGI, EPI and FNF.

Reported value$3.2B+14.4% vs last quarter
Stocks held80996 new · 49 sold out
Top 5 weight17.6%spread out
Turnover12%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
NVDA
Nvidia Corporation
$146M4.5%729K−58K (−7%)8 of 8
2
QQQ
Invesco Qqq TR
$125M3.9%170K+2,959 (+2%)8 of 8
3
AAPL
Apple Inc
$123M3.8%424K+1,850 (+0%)8 of 8
4
XOM
Exxon Mobil Corp
$88.3M2.7%646K−39K (−6%)8 of 8
5
AMZN
Amazon Com Inc
$84M2.6%352K−14K (−4%)8 of 8
6
SPY
Spdr S&P 500 ETF TR
$76.4M2.4%102K+1,543 (+2%)8 of 8
7
GOOGL
Alphabet Inc
$69.4M2.1%194K−6,313 (−3%)8 of 8
8
JPM
Jpmorgan Chase & Co.
$64M2.0%196K+2,528 (+1%)8 of 8
9
MSFT
Microsoft Corp
$62.1M1.9%166K−2,807 (−2%)8 of 8
10
MU
Micron Technology Inc
$53.7M1.7%47K−1,500 (−3%)8 of 8
🔒 799 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
SPGI
S&P Global Inc
$2.8M6,484
EPI
Wisdomtree TR
$2.5M62K
FNF
Fidelity National Financial
$2.1M46K
HONEYWELL INTL INC
$1.5M6,442
NLR
Vaneck ETF Trust
$1.4M11K

🔒 Free account: see all 30.

Options

valued at the underlying shares
StockTypeValueSharesChange
SPY
Spdr S&P 500 ETF TR
Put$8.9M20K−11,700
GLD
Spdr Gold TR
Put$1.3M3,6000
MA
Mastercard Incorporated
Put$924K1,800+1,800
SPY
Spdr S&P 500 ETF TR
Put$857K1,900−15,000
UNH
Unitedhealth Group Inc
Call$857K1,800+1,800

🔒 Free account: see all 20.

Reported value

last 8 quarters
$2BQ3 '24
$2.1BQ4 '24
$2.1BQ1 '25
$2.3BQ2 '25
$2.6BQ3 '25
$2.8BQ4 '25
$2.8BQ1 '26
$3.2BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 5, 202613F-HRQ2 2026SEC filing ↗

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Meridian Wealth Management 13F FAQ

What does Meridian Wealth Management own?

Meridian Wealth Management reported 809 stocks worth $3.2B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are NVDA (4.5%), QQQ (3.9%) and AAPL (3.8%). The table above lists every position in the filing (the top 10 without an account).

What did Meridian Wealth Management buy and sell in Q2 2026?

Compared with Q1 2026: 96 new positions, 337 added to, 311 trimmed and 49 sold out. New positions include XMMO, BKGI and NBIS. It sold all of SPGI, EPI and FNF.

When will Meridian Wealth Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Meridian Wealth Management's portfolio worth?

The Q2 2026 filing reports $3.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.