Meridian Wealth Management
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.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() NVDA Nvidia Corporation | $146M | 4.5% | 729K | −58K (−7%) | 8 of 8 | |
| 2 | ![]() QQQ Invesco Qqq TR | $125M | 3.9% | 170K | +2,959 (+2%) | 8 of 8 | |
| 3 | ![]() AAPL Apple Inc | $123M | 3.8% | 424K | +1,850 (+0%) | 8 of 8 | |
| 4 | ![]() XOM Exxon Mobil Corp | $88.3M | 2.7% | 646K | −39K (−6%) | 8 of 8 | |
| 5 | ![]() AMZN Amazon Com Inc | $84M | 2.6% | 352K | −14K (−4%) | 8 of 8 | |
| 6 | ![]() SPY Spdr S&P 500 ETF TR | $76.4M | 2.4% | 102K | +1,543 (+2%) | 8 of 8 | |
| 7 | ![]() GOOGL Alphabet Inc | $69.4M | 2.1% | 194K | −6,313 (−3%) | 8 of 8 | |
| 8 | ![]() JPM Jpmorgan Chase & Co. | $64M | 2.0% | 196K | +2,528 (+1%) | 8 of 8 | |
| 9 | ![]() MSFT Microsoft Corp | $62.1M | 1.9% | 166K | −2,807 (−2%) | 8 of 8 | |
| 10 | ![]() MU Micron Technology Inc | $53.7M | 1.7% | 47K | −1,500 (−3%) | 8 of 8 |
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| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() SPGI S&P Global Inc | $2.8M | 6,484 |
![]() EPI Wisdomtree TR | $2.5M | 62K |
![]() FNF Fidelity National Financial | $2.1M | 46K |
HONEYWELL INTL INC | $1.5M | 6,442 |
![]() NLR Vaneck ETF Trust | $1.4M | 11K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
![]() SPY Spdr S&P 500 ETF TR | Put | $8.9M | 20K | −11,700 |
![]() GLD Spdr Gold TR | Put | $1.3M | 3,600 | 0 |
![]() MA Mastercard Incorporated | Put | $924K | 1,800 | +1,800 |
![]() SPY Spdr S&P 500 ETF TR | Put | $857K | 1,900 | −15,000 |
![]() UNH Unitedhealth Group Inc | Call | $857K | 1,800 | +1,800 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe 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| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →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.
















